Connects AI assistants to CRM systems, providing 48 revenue intelligence tools for natural language interaction.
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Summit53 is an MCP server that integrates AI assistants like Claude, Cursor, Windsurf, or any Model Context Protocol (MCP) client with your CRM. It offers 48 revenue intelligence tools, enabling AI assistants to perform tasks such as searching deals, forecasting revenue, analyzing pipeline risk, running qualification frameworks, managing outreach sequences, and tracking value delivery using natural language commands. Authentication is handled via OAuth 2.0, eliminating the need for API keys.
主な機能
01Natural language querying for CRM data and sales operations
02Streamable HTTP transport with built-in rate limiting and caching
03OAuth 2.0 authentication for secure, keyless access
040 GitHub stars
05Integrates with popular AI assistants (Claude, Cursor, ChatGPT, Windsurf)
0648 revenue intelligence tools for sales and CRM data
ユースケース
01Utilize AI to analyze sales pipeline risk, forecast revenue, and run qualification frameworks like MEDDPIC or BANT.
02Enable AI assistants to search and filter CRM deals and accounts using natural language.
03Automate and manage outreach sequences, track value delivery, and create weekly action plans through AI prompts.
