About Csm MCP Server
Csm MCP Server is an MCP server in the Commerce category: mCP server exposing Salesforce CRM data as tools for Claude Desktop.
Install
git clone https://github.com/maheshsane/csm-mcp-serverThis server has no ConduID identity, so agent calls to it are not receipted. Pin the version you install and review the source before granting it credentials.
Tools (5)
get_accountsFull account portfolio with ARR, health score, CSM, renewal date
Parameters not published.
get_at_risk_accountsPre-filtered risk signals across all accounts
Parameters not published.
get_casesOpen support cases by account and severity
Parameters not published.
get_gong_notesCall summaries, sentiment, and risk flags from Gong
Parameters not published.
get_opportunitiesRenewals and expansions with stage, probability, close date
Parameters not published.
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