Summit53 MCP Server

48 revenue intelligence tools for AI assistants.

Summit53 MCP server connects your AI assistant to your CRM — search deals, forecast revenue, analyze pipeline risk, run qualification frameworks, manage outreach sequences, and track value delivery using natural language.

Quick Start

All connections use OAuth 2.0 authentication — no API keys to manage. You sign in with your Summit53 account and scoped tokens are issued automatically.

Claude.ai (Web)

1. Go to Settings > Connectors
2. Click Add custom connector
3. Enter Name: Summit53 and URL: https://api.summit53.io/mcp
4. Click Save, then Configure
5. Complete OAuth sign-in with your Summit53 credentials

Claude Desktop / Claude Code

Uses mcp-remote to bridge stdio to the hosted OAuth server:

{
  "mcpServers": {
    "summit53": {
      "command": "npx",
      "args": [
        "mcp-remote",
        "https://api.summit53.io/mcp/"
      ]
    }
  }
}

On first run, a browser window opens for OAuth sign-in. Tokens are cached locally and refresh automatically.

Config file locations:

• macOS: ~/Library/Application Support/Claude/claude_desktop_config.json
• Windows: %APPDATA%\Claude\claude_desktop_config.json
• Linux: ~/.config/Claude/claude_desktop_config.json

ChatGPT

1. Go to Settings > Apps
2. Click Add app and search for Summit53
3. Enter server URL: https://api.summit53.io/mcp
4. Authorize via OAuth with your Summit53 account

Cursor / Windsurf

Use the same mcp-remote proxy command in your client's MCP configuration:

{
  "mcpServers": {
    "summit53": {
      "command": "npx",
      "args": ["mcp-remote", "https://api.summit53.io/mcp/"]
    }
  }
}

What Can You Do?

Ask your AI assistant questions like:

Category	Example Prompts
Search	"Show me all deals over $50k" · "Find accounts in the technology industry"
Pipeline Risk	"What deals are at risk?" · "Show me the risk heatmap"
Forecasting	"What's our forecast confidence this quarter?" · "What's our current ARR?"
Qualification	"Run MEDDPIC analysis on deal 15" · "What's the BANT score for opportunity 7?"
Activity	"Which accounts haven't been touched in 30 days?" · "What's my weekly action plan?"
Outreach	"Show me outreach leads for Globex" · "Enroll leads 11 and 12 in sequence 7"
Value Tracking	"How is Acme Corp tracking on value delivery?" · "Show the value contract for deal 15"
Team	"How is my team doing on their weekly plans?" · "Show team activities for last week"

All 48 Tools

Search (3 tools)

• get_opportunity — Full deal details by ID
• search_opportunities — Filter deals by name, stage, account, value
• search_accounts — Filter accounts by name, industry, owner, revenue

Account Intelligence (3 tools)

• account_intelligence_summary — Health scores, risk accounts, expansion candidates
• account_execution_health — Execution health score for a specific account
• opportunity_framework_summary — MEDDPIC/BANT/SPICED qualification scores

Pipeline & Risk (4 tools)

• pipeline_risk_summary — Risk analysis with confidence metrics
• risk_heatmap — Deal-level risk heatmap with scores and factors
• deal_drag_summary — Stalled deals, waste scores, risk distribution
• deal_drag_dashboard — Paginated deal drag with filters

Forecasting (4 tools)

• forecast_confidence — Confidence scores, rep performance, velocity, quota coverage
• arr_growth_analytics — ARR, NRR, growth stage classification, trends
• arr_growth_narrative — AI-generated ARR narrative with recommendations
• unified_forecast_summary — Executive forecast: pipeline coverage, revenue at risk

Activity (3 tools)

• activity_gaps — Accounts not touched in N days
• weekly_action_plan — Prioritized weekly tasks with risk summaries
• team_action_plan — Team-wide completion rates and flagged deals

Research (1 tool)

• external_account_research — Queue async web/news research for an account

Notes & Activities (5 tools)

• get_opportunity_notes_summary — AI-generated notes summary
• rebuild_opportunity_notes_summary — Regenerate notes summary
• get_opportunity_activities — All activities (calls, emails, meetings, notes)
• get_opportunity_notes — All notes on a deal
• create_opportunity_note — Add a note (triggers async summary update)

Outreach (13 tools)

• search_outreach_leads — Filter leads by query, status, owner, list
• list_outreach_sequences — All sequences with metadata
• get_outreach_sequence — Sequence details including steps
• enroll_outreach_leads_in_sequence — Enroll leads into sequences
• process_outreach_due_steps — Trigger due-step processing
• resolve_outreach_manual_step — Complete/skip manual steps
• convert_outreach_lead — Convert lead to CRM account/contact/opportunity
• list_outreach_starter_templates — Predefined sequence templates
• get_outreach_lead — Full lead details
• update_outreach_lead — Update lead fields
• list_outreach_lead_lists — Lead lists with counts
• bulk_upsert_outreach_leads — Create/update up to 200 leads with dedup
• outreach_funnel_summary — Funnel breakdown by status, stage, fit, engagement

Value Impact (11 tools)

• get_value_impact_card — Fulfillment score, expansion readiness, evidence confidence
• get_value_contract — Promised outcomes for an opportunity
• list_impact_entries — Post-sale impact evidence for a contract
• list_account_contracts — All contracts with dates, ARR, status
• create_impact_entry — Add manual impact evidence
• update_impact_entry — Update impact entry fields
• delete_impact_entry — Remove an impact entry
• update_account_contract — Update contract dates, ARR, term
• set_primary_contract — Set primary contract for an account
• generate_value_contract — AI-generate value contract from deal notes
• run_value_impact_pipeline — Full pipeline: contracts, generation, evidence extraction

Discovery (1 tool)

• list_available_tools — Discover all tools, optionally filtered by category

Authentication

Summit53 uses OAuth 2.0 for all MCP connections. No API keys to generate or rotate.

• Sign in with your Summit53 account credentials during setup
• Scoped tokens are issued automatically (crm:read, pipeline:read, revenue:read, actions:read)
• Tokens expire after 1 year and can be revoked from your admin panel at /admin/integrations/mcp
• OAuth discovery: https://api.summit53.io/.well-known/oauth-authorization-server

For stdio-based clients (Claude Desktop, Cursor, Windsurf), the mcp-remote package handles the OAuth flow — a browser window opens on first run, and tokens are cached locally.

Architecture

• Transport: Streamable HTTP (Cloud Run compatible, no WebSocket required)
• Rate Limiting: 100 calls/min global, 30/min per tool (Redis-backed sliding window)
• Caching: Redis-backed with per-tool TTLs (5-15 minutes)
• Metrics: Built-in usage tracking per tool, per org
• Hosting: Google Cloud Run (stateless, auto-scaling)

Getting Started

1. Sign up at summit53.io
2. Add Summit53 to your MCP client (see Quick Start above)
3. Authenticate via OAuth when prompted
4. Start asking your AI assistant about your pipeline

Support

• Documentation: summit53.com/docs
• Email: support@summit53.io
• Issues: github.com/summit53/mcp-server/issues

License

Proprietary. See summit53.io/terms for details.