naftiko: 1.0.0-alpha2
info:
  label: Salesforce Sales Pipeline Management
  description: Unified workflow capability for managing the full sales pipeline in Salesforce Sales Cloud. Combines REST API
    access to accounts, contacts, leads, opportunities, and activities with analytics for pipeline reporting. Designed for
    sales operations teams and AI assistants managing deal flow.
  tags:
  - Salesforce
  - Sales Cloud
  - CRM
  - Sales Pipeline
  - Opportunities
  - Accounts
  - Leads
  created: '2026-05-02'
  modified: '2026-05-06'
binds:
- namespace: env
  keys:
    SALESFORCE_ACCESS_TOKEN: SALESFORCE_ACCESS_TOKEN
capability:
  consumes:
  - type: http
    namespace: salesforce-sales-rest
    baseUri: https://{instance}.salesforce.com/services/data/v59.0
    description: Salesforce Sales Cloud REST API
    authentication:
      type: bearer
      token: '{{SALESFORCE_ACCESS_TOKEN}}'
    resources:
    - name: limits
      path: /limits
      description: Org API limits
      operations:
      - name: get-org-limits
        method: GET
        description: Get API limits and usage information
        outputRawFormat: json
        outputParameters:
        - name: result
          type: object
          value: $.
    - name: sobjects
      path: /sobjects
      description: List sObject types
      operations:
      - name: list-sobjects
        method: GET
        description: List all sObject types in the org
        outputRawFormat: json
        outputParameters:
        - name: result
          type: object
          value: $.
    - name: sobject-describe
      path: /sobjects/{sObjectName}/describe
      description: sObject metadata
      operations:
      - name: describe-sobject
        method: GET
        description: Get metadata description of a sObject type
        inputParameters:
        - name: sObjectName
          in: path
          type: string
          required: true
          description: API name of the sObject
        outputRawFormat: json
        outputParameters:
        - name: result
          type: object
          value: $.
    - name: sobject-records
      path: /sobjects/{sObjectName}
      description: sObject record operations
      operations:
      - name: create-sobject-record
        method: POST
        description: Create a new sObject record
        inputParameters:
        - name: sObjectName
          in: path
          type: string
          required: true
          description: API name of the sObject
        body:
          type: json
          data:
            fields: '{{tools.fields}}'
        outputRawFormat: json
        outputParameters:
        - name: result
          type: object
          value: $.
    - name: sobject-row
      path: /sobjects/{sObjectName}/{id}
      description: Individual sObject record operations
      operations:
      - name: get-sobject-record
        method: GET
        description: Get a specific sObject record by ID
        inputParameters:
        - name: sObjectName
          in: path
          type: string
          required: true
          description: API name of the sObject
        - name: id
          in: path
          type: string
          required: true
          description: Salesforce record ID
        outputRawFormat: json
        outputParameters:
        - name: result
          type: object
          value: $.
      - name: update-sobject-record
        method: PATCH
        description: Update a sObject record
        inputParameters:
        - name: sObjectName
          in: path
          type: string
          required: true
          description: API name of the sObject
        - name: id
          in: path
          type: string
          required: true
          description: Salesforce record ID
        body:
          type: json
          data:
            fields: '{{tools.fields}}'
        outputRawFormat: json
        outputParameters:
        - name: result
          type: object
          value: $.
      - name: delete-sobject-record
        method: DELETE
        description: Delete a sObject record
        inputParameters:
        - name: sObjectName
          in: path
          type: string
          required: true
          description: API name of the sObject
        - name: id
          in: path
          type: string
          required: true
          description: Salesforce record ID
        outputRawFormat: json
        outputParameters:
        - name: result
          type: object
          value: $.
    - name: soql-query
      path: /query
      description: SOQL query execution
      operations:
      - name: soql-query
        method: GET
        description: Execute a SOQL query
        inputParameters:
        - name: q
          in: query
          type: string
          required: true
          description: SOQL query string
        outputRawFormat: json
        outputParameters:
        - name: result
          type: object
          value: $.
    - name: sosl-search
      path: /search
      description: SOSL search execution
      operations:
      - name: sosl-search
        method: GET
        description: Execute a SOSL search
        inputParameters:
        - name: q
          in: query
          type: string
          required: true
          description: SOSL search string
        outputRawFormat: json
        outputParameters:
        - name: result
          type: object
          value: $.
    - name: process-approvals
      path: /process/approvals
      description: Approval process management
      operations:
      - name: list-approval-items
        method: GET
        description: List all approval items
        outputRawFormat: json
        outputParameters:
        - name: result
          type: object
          value: $.
      - name: submit-for-approval
        method: POST
        description: Submit a record for approval
        body:
          type: json
          data:
            requests: '{{tools.requests}}'
        outputRawFormat: json
        outputParameters:
        - name: result
          type: object
          value: $.
  - type: http
    namespace: salesforce-analytics
    baseUri: https://{instance}.salesforce.com/services/data/v59.0/analytics
    description: Salesforce Analytics REST API
    authentication:
      type: bearer
      token: '{{SALESFORCE_ACCESS_TOKEN}}'
    resources:
    - name: reports
      path: /reports
      description: Report management
      operations:
      - name: list-reports
        method: GET
        description: List all available reports
        outputRawFormat: json
        outputParameters:
        - name: result
          type: object
          value: $.
    - name: report
      path: /reports/{reportId}
      description: Individual report operations
      operations:
      - name: get-report
        method: GET
        description: Get report metadata
        inputParameters:
        - name: reportId
          in: path
          type: string
          required: true
          description: Salesforce report ID
        outputRawFormat: json
        outputParameters:
        - name: result
          type: object
          value: $.
      - name: run-report
        method: POST
        description: Run a report synchronously
        inputParameters:
        - name: reportId
          in: path
          type: string
          required: true
          description: Salesforce report ID
        outputRawFormat: json
        outputParameters:
        - name: result
          type: object
          value: $.
    - name: dashboards
      path: /dashboards
      description: Dashboard management
      operations:
      - name: list-dashboards
        method: GET
        description: List all dashboards
        outputRawFormat: json
        outputParameters:
        - name: result
          type: object
          value: $.
    - name: dashboard
      path: /dashboards/{dashboardId}
      description: Individual dashboard operations
      operations:
      - name: get-dashboard
        method: GET
        description: Get dashboard metadata
        inputParameters:
        - name: dashboardId
          in: path
          type: string
          required: true
          description: Salesforce dashboard ID
        outputRawFormat: json
        outputParameters:
        - name: result
          type: object
          value: $.
      - name: refresh-dashboard
        method: PUT
        description: Refresh dashboard data
        inputParameters:
        - name: dashboardId
          in: path
          type: string
          required: true
          description: Salesforce dashboard ID
        outputRawFormat: json
        outputParameters:
        - name: result
          type: object
          value: $.
  exposes:
  - type: rest
    port: 8080
    namespace: sales-pipeline-api
    description: Unified REST API for Salesforce sales pipeline management.
    resources:
    - path: /v1/accounts
      name: accounts
      description: Account management
      operations:
      - method: POST
        name: create-account
        description: Create a new account record
        call: salesforce-sales-rest.create-sobject-record
        with:
          sObjectName: Account
        outputParameters:
        - type: object
          mapping: $.
    - path: /v1/accounts/{id}
      name: account
      description: Individual account operations
      operations:
      - method: GET
        name: get-account
        description: Get an account record
        call: salesforce-sales-rest.get-sobject-record
        with:
          sObjectName: Account
          id: rest.id
        outputParameters:
        - type: object
          mapping: $.
      - method: PATCH
        name: update-account
        description: Update an account record
        call: salesforce-sales-rest.update-sobject-record
        with:
          sObjectName: Account
          id: rest.id
        outputParameters:
        - type: object
          mapping: $.
    - path: /v1/contacts
      name: contacts
      description: Contact management
      operations:
      - method: POST
        name: create-contact
        description: Create a new contact record
        call: salesforce-sales-rest.create-sobject-record
        with:
          sObjectName: Contact
        outputParameters:
        - type: object
          mapping: $.
    - path: /v1/contacts/{id}
      name: contact
      description: Individual contact operations
      operations:
      - method: GET
        name: get-contact
        description: Get a contact record
        call: salesforce-sales-rest.get-sobject-record
        with:
          sObjectName: Contact
          id: rest.id
        outputParameters:
        - type: object
          mapping: $.
    - path: /v1/leads
      name: leads
      description: Lead management
      operations:
      - method: POST
        name: create-lead
        description: Create a new lead record
        call: salesforce-sales-rest.create-sobject-record
        with:
          sObjectName: Lead
        outputParameters:
        - type: object
          mapping: $.
    - path: /v1/leads/{id}
      name: lead
      description: Individual lead operations
      operations:
      - method: GET
        name: get-lead
        description: Get a lead record
        call: salesforce-sales-rest.get-sobject-record
        with:
          sObjectName: Lead
          id: rest.id
        outputParameters:
        - type: object
          mapping: $.
    - path: /v1/opportunities
      name: opportunities
      description: Opportunity management
      operations:
      - method: POST
        name: create-opportunity
        description: Create a new opportunity
        call: salesforce-sales-rest.create-sobject-record
        with:
          sObjectName: Opportunity
        outputParameters:
        - type: object
          mapping: $.
    - path: /v1/opportunities/{id}
      name: opportunity
      description: Individual opportunity operations
      operations:
      - method: GET
        name: get-opportunity
        description: Get an opportunity record
        call: salesforce-sales-rest.get-sobject-record
        with:
          sObjectName: Opportunity
          id: rest.id
        outputParameters:
        - type: object
          mapping: $.
      - method: PATCH
        name: update-opportunity
        description: Update an opportunity
        call: salesforce-sales-rest.update-sobject-record
        with:
          sObjectName: Opportunity
          id: rest.id
        outputParameters:
        - type: object
          mapping: $.
    - path: /v1/query
      name: soql-query
      description: SOQL query for advanced data access
      operations:
      - method: GET
        name: query
        description: Execute a SOQL query
        call: salesforce-sales-rest.soql-query
        with:
          q: rest.q
        outputParameters:
        - type: object
          mapping: $.
    - path: /v1/reports
      name: reports
      description: Sales reports
      operations:
      - method: GET
        name: list-reports
        description: List available sales reports
        call: salesforce-analytics.list-reports
        outputParameters:
        - type: object
          mapping: $.
    - path: /v1/reports/{reportId}/run
      name: report-execution
      description: Report execution
      operations:
      - method: POST
        name: run-report
        description: Execute a sales report
        call: salesforce-analytics.run-report
        with:
          reportId: rest.reportId
        outputParameters:
        - type: object
          mapping: $.
  - type: mcp
    port: 9090
    namespace: sales-pipeline-mcp
    transport: http
    description: MCP server for AI-assisted sales pipeline management in Salesforce.
    tools:
    - name: get-account
      description: Get a Salesforce Account record by ID
      hints:
        readOnly: true
        idempotent: true
      call: salesforce-sales-rest.get-sobject-record
      with:
        sObjectName: Account
        id: tools.id
      outputParameters:
      - type: object
        mapping: $.
    - name: create-account
      description: Create a new Account record in Salesforce
      hints:
        readOnly: false
        destructive: false
      call: salesforce-sales-rest.create-sobject-record
      with:
        sObjectName: Account
      outputParameters:
      - type: object
        mapping: $.
    - name: update-account
      description: Update an existing Account record
      hints:
        readOnly: false
        idempotent: true
      call: salesforce-sales-rest.update-sobject-record
      with:
        sObjectName: Account
        id: tools.id
      outputParameters:
      - type: object
        mapping: $.
    - name: get-contact
      description: Get a Salesforce Contact record by ID
      hints:
        readOnly: true
        idempotent: true
      call: salesforce-sales-rest.get-sobject-record
      with:
        sObjectName: Contact
        id: tools.id
      outputParameters:
      - type: object
        mapping: $.
    - name: create-contact
      description: Create a new Contact record in Salesforce
      hints:
        readOnly: false
        destructive: false
      call: salesforce-sales-rest.create-sobject-record
      with:
        sObjectName: Contact
      outputParameters:
      - type: object
        mapping: $.
    - name: get-lead
      description: Get a Salesforce Lead record by ID
      hints:
        readOnly: true
        idempotent: true
      call: salesforce-sales-rest.get-sobject-record
      with:
        sObjectName: Lead
        id: tools.id
      outputParameters:
      - type: object
        mapping: $.
    - name: create-lead
      description: Create a new Lead record in Salesforce
      hints:
        readOnly: false
        destructive: false
      call: salesforce-sales-rest.create-sobject-record
      with:
        sObjectName: Lead
      outputParameters:
      - type: object
        mapping: $.
    - name: get-opportunity
      description: Get a Salesforce Opportunity record by ID
      hints:
        readOnly: true
        idempotent: true
      call: salesforce-sales-rest.get-sobject-record
      with:
        sObjectName: Opportunity
        id: tools.id
      outputParameters:
      - type: object
        mapping: $.
    - name: create-opportunity
      description: Create a new Opportunity record in Salesforce
      hints:
        readOnly: false
        destructive: false
      call: salesforce-sales-rest.create-sobject-record
      with:
        sObjectName: Opportunity
      outputParameters:
      - type: object
        mapping: $.
    - name: update-opportunity
      description: Update an existing Opportunity (stage, amount, close date)
      hints:
        readOnly: false
        idempotent: true
      call: salesforce-sales-rest.update-sobject-record
      with:
        sObjectName: Opportunity
        id: tools.id
      outputParameters:
      - type: object
        mapping: $.
    - name: soql-query
      description: Execute a SOQL query to retrieve CRM records with custom filters
      hints:
        readOnly: true
        idempotent: true
        openWorld: true
      call: salesforce-sales-rest.soql-query
      with:
        q: tools.q
      outputParameters:
      - type: object
        mapping: $.
    - name: sosl-search
      description: Search across Salesforce objects using SOSL
      hints:
        readOnly: true
        idempotent: true
      call: salesforce-sales-rest.sosl-search
      with:
        q: tools.q
      outputParameters:
      - type: object
        mapping: $.
    - name: get-org-api-limits
      description: Get current API usage and limits for the Salesforce org
      hints:
        readOnly: true
        idempotent: true
      call: salesforce-sales-rest.get-org-limits
      outputParameters:
      - type: object
        mapping: $.
    - name: list-sales-reports
      description: List available Salesforce reports for sales analytics
      hints:
        readOnly: true
        idempotent: true
        openWorld: true
      call: salesforce-analytics.list-reports
      outputParameters:
      - type: object
        mapping: $.
    - name: run-sales-report
      description: Execute a Salesforce report and retrieve results for pipeline analysis
      hints:
        readOnly: true
        idempotent: false
      call: salesforce-analytics.run-report
      with:
        reportId: tools.reportId
      outputParameters:
      - type: object
        mapping: $.
    - name: list-dashboards
      description: List available Salesforce dashboards
      hints:
        readOnly: true
        idempotent: true
      call: salesforce-analytics.list-dashboards
      outputParameters:
      - type: object
        mapping: $.