Available Tools
The Summit53 MCP server exposes 14 tools organized into six categories. All tools are read-only and accessible to any connected MCP client. This reference documents each tool with its description, example prompts, and usage notes.
You do not need to call tools by name — just describe what you need in natural language and the AI assistant will select the appropriate tool. The names below are provided for reference and troubleshooting.
Search
Find and filter CRM records using flexible search criteria.
search_opportunities
Search and filter CRM opportunities and deals by name, stage, account, and value range. Useful for finding specific deals or building filtered lists for review.
| Example Prompts |
|---|
| "Show me all deals over $50k" |
| "Find opportunities in the negotiation stage" |
| "Search for deals closing this quarter" |
search_accounts
Search and filter CRM accounts by name, industry, owner, and revenue. Returns account details and key metrics.
| Example Prompts |
|---|
| "Find accounts in the technology industry" |
| "Show me accounts with over $1M revenue" |
| "Search for accounts owned by Sarah" |
Account Intelligence
Health scoring, risk detection, and qualification analysis at the account and deal level.
account_intelligence_summary
Dashboard-level metrics including health scores, at-risk accounts, and expansion candidates. Provides a bird’s-eye view of your entire account portfolio.
| Example Prompts |
|---|
| "Show me the account intelligence dashboard" |
| "Which accounts are at risk?" |
| "Who are our expansion candidates?" |
account_execution_health
Execution health score and deal-level health breakdown for a specific account. Shows how well the sales team is executing on each opportunity within the account.
| Example Prompts |
|---|
| "What's the execution health for Acme Corp?" |
| "Show me deal health for account 42" |
search_accounts first if you provide a name.opportunity_framework_summary
Sales qualification framework scores for a specific opportunity. Supports MEDDPIC, BANT, SPICED, and THREE_WHYS frameworks. Returns component scores, overall score, and gaps to address.
| Example Prompts |
|---|
| "Run MEDDPIC analysis on deal 15" |
| "What's the BANT score for the Contoso opportunity?" |
| "Show SPICED framework for my biggest deal" |
Pipeline & Risk
Analyze pipeline health, identify risk concentrations, and drill into deal-level risk factors.
pipeline_risk_summary
Pipeline risk analysis including high-risk deals, risk distribution across stages, and overall confidence. Ideal for pipeline review meetings and forecast calls.
| Example Prompts |
|---|
| "Show me pipeline risk for this quarter" |
| "What deals are at risk?" |
| "How confident are we in the current pipeline?" |
risk_heatmap
Paginated deal-level risk heatmap with risk scores, framework scores, and detailed risk factors for each deal. Supports sorting and filtering for focused analysis.
| Example Prompts |
|---|
| "Show me the risk heatmap" |
| "Which deals have the highest risk scores?" |
| "List high-risk deals sorted by amount" |
Forecasting
Revenue forecasts, ARR analytics, confidence scoring, and executive-level revenue intelligence.
forecast_confidence
Forecast data with confidence scores, rep performance metrics, pipeline velocity, and quota coverage. The primary tool for understanding forecast health.
| Example Prompts |
|---|
| "What's our forecast confidence this quarter?" |
| "Show me rep performance metrics" |
| "How's our pipeline velocity?" |
arr_growth_analytics
ARR growth metrics including total ARR, net retention rate, and growth stage classification. Supports trend analysis over configurable time periods.
| Example Prompts |
|---|
| "What's our current ARR?" |
| "Show me ARR growth trends over 12 months" |
| "What's our net retention rate?" |
arr_growth_narrative
AI-generated ARR growth narrative with recommendations and stage transition hints. Designed for board presentations and QBR preparation.
| Example Prompts |
|---|
| "Generate an ARR growth narrative" |
| "What's the story behind our ARR growth?" |
unified_forecast_summary
Executive and CRO-level view of revenue intelligence: pipeline coverage, team metrics, and quota tracking in a single summary. The go-to tool for leadership briefings.
| Example Prompts |
|---|
| "Show me the executive forecast summary" |
| "What's the CRO view of revenue?" |
| "How are we tracking against quota?" |
Activity
Track engagement, identify neglected accounts, and get AI-prioritized action plans.
activity_gaps
Find accounts with no recent engagement — accounts that have not been touched in a configurable number of days. Essential for maintaining healthy account coverage.
| Example Prompts |
|---|
| "Which accounts haven't been touched in 30 days?" |
| "Show me neglected accounts" |
| "Find accounts with activity gaps" |
weekly_action_plan
Prioritized weekly action plan with tasks, risk summaries, and suggested actions. The AI analyzes your pipeline and generates the highest-impact activities for the week ahead.
| Example Prompts |
|---|
| "What's my weekly action plan?" |
| "What should I focus on this week?" |
| "Generate a fresh action plan" |
Research
External intelligence gathering to enrich your account data with web and news sources.
external_account_research
Queue external web and news research for a specific account. Results arrive asynchronously and are stored in the account record. Use this to gather fresh intelligence before important meetings.
| Example Prompts |
|---|
| "Research Acme Corp online" |
| "Find recent news about our top prospect" |
| "Queue external research on Contoso" |
Quick Reference Table
| Category | Tool | Rate Limit |
|---|---|---|
| Search | search_opportunities | 30/min |
| Search | search_accounts | 30/min |
| Account Intelligence | account_intelligence_summary | 30/min |
| Account Intelligence | account_execution_health | 30/min |
| Account Intelligence | opportunity_framework_summary | 30/min |
| Pipeline & Risk | pipeline_risk_summary | 30/min |
| Pipeline & Risk | risk_heatmap | 30/min |
| Forecasting | forecast_confidence | 30/min |
| Forecasting | arr_growth_analytics | 30/min |
| Forecasting | arr_growth_narrative | 15/min |
| Forecasting | unified_forecast_summary | 30/min |
| Activity | activity_gaps | 30/min |
| Activity | weekly_action_plan | 15/min |
| Research | external_account_research | 10/min |
Supported Clients
Summit53 MCP tools work with any MCP-compatible client. Tested and verified clients include:
- Claude.ai — via custom connector in Settings → Connectors
- Claude Desktop — via
mcp-remoteproxy - ChatGPT — via Apps connector settings
- Cursor — via MCP server configuration
- Windsurf — via MCP configuration panel
- Codex — via CLI settings
- MCP CLI Proxy — for programmatic access and scripting
Related Documentation
- MCP Setup Guide — Step-by-step connection instructions for each client
- MCP User Guide — Daily workflows and practical usage patterns
- Integrations Overview — Connect Salesforce, Google Workspace, Slack, and more