cloudsense-customer-compass 0.13.1

MCP server for CloudSense customer upgrade assessment, analysis, and impact verification.

CloudSense Customer Compass

MCP server for CloudSense customer upgrade assessment, analysis, and impact verification.

Package	cloudsense-customer-compass
Version	0.11.1
Python	>=3.10
License	MIT

Prerequisites

• uv (recommended) — install with curl -LsSf https://astral.sh/uv/install.sh | sh (macOS/Linux) or brew install uv if you have Homebrew. Handles Python automatically, no separate Python install needed. See uv installation docs for other options.
• Or Python 3.10+ if you prefer pip/pipx
• Salesforce CLI (sf) — install

Installation

# Via uvx (recommended — no Python install needed, always runs latest)
uvx cloudsense-customer-compass

# Or via pipx (requires Python 3.10+)
pipx run cloudsense-customer-compass

# Or install globally via pip (requires Python 3.10+)
pip install cloudsense-customer-compass

MCP Configuration

Cursor IDE

Go to Settings → MCP Servers and add:

{
  "mcpServers": {
    "CloudSense Customer Compass": {
      "command": "uvx",
      "args": ["cloudsense-customer-compass"]
    }
  }
}

Claude Desktop

Add to your config file:

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

{
  "mcpServers": {
    "CloudSense Customer Compass": {
      "command": "uvx",
      "args": ["cloudsense-customer-compass"]
    }
  }
}

Claude CLI

claude mcp add "CloudSense Customer Compass" -- uvx cloudsense-customer-compass

Available Tools

Tool	Description
connect_lma	Authorize the CloudSense LMA Salesforce org. First tool to call for any workflow.
find_customer	Search for a customer by name (SOQL LIKE primary, SOSL fallback). Returns matches with region and industry for disambiguation. On confirmation, returns full account profile (industry, region, parent company, description, website, LinkedIn) for AI context.
get_customer_licenses	Retrieve all production and sandbox licenses for a customer. Searches Account links and Company name (with word-boundary filtering to exclude trialforce/training orgs). Returns per-package summary with seat utilization (licensed, used, util%), version currency (installed vs. latest available), expiry, and org breakdown. Writes full data to customers/<slug>/licenses.json.
get_portfolio_data	Fetch ALL active/trial production licenses enriched with seat utilization, version currency, per-package expiry, account context (region, industry, parent company), and corporate group analysis. Distinguishes upcoming_expiry_days (next future renewal) from nearest_expiry_days (includes already-expired). Includes License Expiry Interpretation rules to prevent hallucination on stale/perpetual licenses. Saves timestamped snapshots for change detection. AI applies composite scoring framework from editable portfolio/scoring-rules.md.
save_report	Save AI-generated analysis, insights, or discussion notes as a shareable markdown file. Works across any MCP client (Cursor, Claude Desktop, etc.).
generate_visual_report	Generate a self-contained HTML visual report with Chart.js charts. The AI builds the layout on the fly using a CSS design system -- no rigid templates. Supports KPI cards, styled tables, tags, progress bars, and interactive charts (bar, doughnut, line, etc.). Saved to .visual-reports/ in the workspace. Auto-opens in the browser; print-to-PDF ready via Cmd/Ctrl+P or the in-page Save as PDF button.
submit_feedback	Submit a bug report or feature request. The AI detects when you mention an issue or suggest a feature and offers to send it to the team. Feedback is delivered to the same Google Sheet as usage telemetry — no extra setup needed.

Workflows

Single Customer Analysis

connect_lma              → Authorize the CloudSense LMA org
find_customer            → Search by name, confirm (returns full account profile)
get_customer_licenses    → License, package, org summary + seat utilization
                           + version currency (installed vs. latest available)

Portfolio Analysis

connect_lma              → Authorize the CloudSense LMA org
get_portfolio_data       → Full portfolio snapshot with health-scoring data
                           (seats, versions, region, industry, parent groups)
                           Auto-creates portfolio/scoring-rules.md on first run
                           Saves timestamped snapshot + detects changes
AI scoring               → Composite health score per customer (4 dimensions)
                           Corporate group analysis, opportunity flags
                           Uses rules from portfolio/scoring-rules.md
save_report              → Persist ranked insights as shareable markdown
                           Supports persona-based reports (exec, sales, tech, CS)

Customising Health Scores

Edit portfolio/scoring-rules.md to change weights, thresholds, core packages, opportunity detection rules, or report persona templates. Changes take effect on the next get_portfolio_data call. You can also override any rule conversationally (e.g. "for this analysis, treat csbb as critical") or run what-if scenarios ("what if we drop R35 support?").

Coming Soon

get_installed_packages   → Per-package baseline from customer sandbox
list_metadata            → Discover metadata members by type
retrieve_metadata        → Pull metadata in chunks
get_repo_mapping         → Map packages to GitHub repos
clone_package_repos      → Clone repos for version diff

Workspace Output Structure

Tools write their output to a structured workspace directory:

workspace/
├── assessment.json              # LMA connection info only
├── customers/                   # per-customer data
│   ├── nbn-co-ltd/
│   │   ├── licenses.json
│   │   └── analysis-2026-03-14.md
│   └── starhub/
│       └── licenses.json
├── portfolio/                   # cross-customer analysis
│   ├── scoring-rules.md          # editable health scoring rules
│   ├── portfolio-data.json
│   ├── history/                  # timestamped snapshots for trend analysis
│   │   ├── portfolio-data-2026-03-01.json
│   │   └── portfolio-data-2026-03-14.json
│   └── insights-2026-03-14.md
├── .visual-reports/             # auto-generated HTML reports (browser viewer)
│   ├── apac-portfolio-2026-03-16.html
│   └── nbn-co-analysis-2026-03-16.html
├── packages/                    # per-package artifacts (coming soon)
│   ├── <namespace>/
│   │   ├── package-info.json
│   │   ├── version-map.json
│   │   ├── repo-from/
│   │   └── repo-to/
│   └── _skipped/
└── reference-docs/

Safety

• Read-only against customer Salesforce orgs — never deploys, inserts, updates, or deletes
• Whitelist-enforced — only approved sf CLI subcommands can execute
• LMA queries scoped to Account and sfLma__* objects only
• Customer org queries limited to CloudSense configuration objects
• All sf CLI commands are logged for auditability

Usage Telemetry

Built-in telemetry logs every tool call to a shared Google Sheet so the team can see who's using what and how often. Telemetry is on by default and requires no configuration from individual team members.

To opt out, add CLOUDSENSE_TELEMETRY=off to the env block in your MCP server config:

{
  "mcpServers": {
    "CloudSense Customer Compass": {
      "command": "uvx",
      "args": ["cloudsense-customer-compass"],
      "env": {
        "CLOUDSENSE_TELEMETRY": "off"
      }
    }
  }
}

What Gets Logged

Each tool call sends: timestamp, OS username, hostname, server version, tool name, sanitized arguments (sensitive fields like password, token, secret, key, working_directory are redacted), duration, status (success/error), and result size. Session start/end events are also logged.

Troubleshooting

SF CLI not detected? If the tool says it can't find the Salesforce CLI, try restarting Cursor. If that doesn't help, open a terminal and run sf org login web --alias cs-lma, then try again.

Known Issues

See docs/known-issues.md for full details.

• Concurrent tool calls crash the server (KI-001) — Running tools from multiple tabs simultaneously can freeze and crash the MCP server. Use one tab at a time for LMA queries. Fix planned for a post-MVP release.
• SF CLI not found on Windows (KI-002) — Cursor may not inherit the system PATH on Windows, causing sf to not be found. v0.11.1 auto-detects common install locations. If that fails, login manually in your terminal and the tool will pick up the authorized org.

Development

python3 -m pip install -e ".[dev]"

# Run server locally
python3 -m cloudsense_customer_compass.server

# Run tests
pytest

# Build & publish
python3 -m build
uv publish dist/*