cloudsense-customer-compass 0.8.7

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	0.8.4
Python	>=3.10
License	MIT

Prerequisites

• Python 3.10+
• Salesforce CLI (sf) — install

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 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%), 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.).

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

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
├── 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

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/*