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MCPAISales

Sales Team AI Command Center

Sales team was constantly switching between Salesforce (customer data), Stripe (billing history), internal pricing tool, and spreadsheets to answer customer questions and create quotes. Each quote required checking 3-4 systems manually. We built an MCP server that connects all their APIs to Claude Desktop. Now reps ask Claude in natural language: 'What's the renewal date for Acme Corp?', 'Create a quote for 50 users with enterprise features', or 'Show me all deals over $50K closing this quarter'. Claude fetches real-time data from APIs and formats responses perfectly.

B2B SaaS Company
2025
MCP live in 2 weeks
ROI: ROI in 6 weeks

System Features

Salesforce CRM integration
Stripe billing data access
Custom pricing API connection
Deal pipeline queries
Quote generation via AI
Customer history lookup

Technology Stack

Model Context ProtocolClaude DesktopFastAPI (Python)Salesforce APIStripe APIPostgreSQL

Project Details

Client

B2B SaaS Company

Year

2025

Timeline

MCP live in 2 weeks

Category

MCP Server Development

Technologies
MCPAISales

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Measurable Impact

Project Results

Real outcomes that demonstrate the value delivered to our client.

0 hours per rep
Daily Time Saved
0 min
Quote Generation
0% (pulls from API)
Data Accuracy
0 AI chat
App Switching
"Game changer. I ask Claude 'show me deals closing this week' and get everything instantly. Creating quotes went from 30 minutes to literally 2 minutes."
J
Jessica R.
Account Executive