cloudsense-customer-compass 0.2.1

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.

Prerequisites

• Python 3.10+
• Salesforce CLI (sf) — install
• GitHub CLI (gh) or SSH keys for GitHub access (needed for repo cloning steps)

Installation

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

# Or install globally via pip
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 customer inquiry.
find_customer	Search for a customer by name using SOSL fuzzy search with SOQL LIKE fallback. Returns matches for confirmation, then saves the selected customer to state.

More tools are being added incrementally. See the Workflow section below for the planned pipeline.

Workflow

connect_lma              → Authorize the CloudSense LMA org
find_customer            → Search for a customer by name
get_customer_licenses    → License intelligence + health score (coming soon)
get_installed_packages   → Per-package baseline (coming soon)
list_metadata            → Discover metadata members (coming soon)
retrieve_metadata        → Pull metadata in chunks (coming soon)
get_repo_mapping         → Map packages to GitHub repos (coming soon)
clone_package_repos      → Clone repos for version diff (coming soon)

Workspace Output Structure

Tools write their output to a structured workspace directory:

workspace/
├── assessment.json              # lean state: workflow status + connection info
├── customer/                    # everything about the customer
│   ├── profile.json
│   ├── licenses-summary.json
│   ├── licenses-raw.json
│   └── metadata/
│       └── force-app/main/...
├── packages/                    # per-package artifacts
│   ├── <namespace>/
│   │   ├── package-info.json
│   │   ├── version-map.json
│   │   ├── repo-from/
│   │   └── repo-to/
│   └── _skipped/
├── reference-docs/
└── cloudsense-meta/

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

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/*