Altify MCP Server and Tool Descriptions
The following Altify MCP servers, and the tools they provide, are described:
Altify Account MCP
Account-level coaching and account-plan analysis.
The Altify Account server generates strategic guidance for account plans, analyzing the plan in depth, assessing weaknesses, recommending actions to strengthen the plan, and providing intelligence in advance of meetings with internal and external stakeholders.
Available tools
| Tool | Description |
|---|---|
|
account_test_improve_coaching_prep async (Call / Get-Response pair) |
Sales-manager prep for an upcoming T&I session on a specific account. |
|
altify_get_acc_assessment async (Call / Get-Response pair) |
Structured four-section state-of-the-plan deep assessment for a single account plan. |
|
altify_get_acc_contactbriefing async (Call / Get-Response pair) |
Concise pre-meeting contact intelligence briefing for an account. |
|
altify_get_acc_gaps async (Call / Get-Response pair) |
Identifies gaps, weaknesses, vulnerabilities, and risks in a single account plan. |
|
altify_get_acc_questions async (Call / Get-Response pair) |
Generates 12–16 coaching questions to strengthen a single account plan. |
|
altify_get_acc_recommendation async (Call / Get-Response pair) |
Prescriptive, prioritized next-best actions to improve a single account plan. |
|
altify_get_opp_testimprovesession sync |
Retrieve one Test & Improve session by ID with full categorised content. |
Altify Salesforce MCP
Flexible querying of opportunities, accounts, and contacts in Salesforce.
The Altify Salesforce server lets you search and retrieve data about opportunities, accounts, and contacts using flexible queries. It supports both structured queries (SOQL) and text-based searches (SOSL), with automatic detection of which type you're using. All queries run in the context of the currently logged-in user, respecting your Salesforce permissions.
Available Tools
| Tool | Description |
|---|---|
|
altify_find_acc sync |
Find accounts by name with intelligent fuzzy matching (ordered keyword → SOSL → keyword fallback, ranked). |
|
altify_find_contact sync |
Find contacts by name with intelligent fuzzy matching. |
|
altify_find_opp sync |
Find opportunities by name with intelligent fuzzy matching. |
|
altify_query_acc sync |
Flexible SOQL/SOSL escape hatch for advanced account searches (aggregation, GROUP BY, custom filters). |
|
altify_query_contact sync |
Flexible SOQL/SOSL escape hatch for advanced contact searches. |
|
altify_query_opp sync |
Flexible SOQL/SOSL escape hatch for advanced opportunity searches. |
Altify Analysis MCP
AI-powered opportunity and account analysis, and sales coaching based on sales methodology.
The Analysis server provides intelligent, AI-driven analysis of your account plans sales opportunities. It evaluates deal and account health, identifies risks and vulnerabilities, generates strategic recommendations, and helps you prepare for sales calls.
Several analysis tools run asynchronously — you initiate an analysis, and results are generated in the background and retrieved separately. For example, the server evaluates opportunities through four phases: 'Is there an opportunity?', 'Can we compete?', 'Can we win?', and 'Is it worth winning?' It also uses the PRIME action framework (Prove, Retrieve, Insulate, Minimize, Emphasize).
Available Tools
| Tool | Description |
|---|---|
|
altify_analyze_account_plan_opportunities sync |
Pipeline-risk analysis across every open opportunity in an Account Plan in one call. |
|
altify_find_opp_missingcontacts sync |
Identifies account contacts NOT yet mapped to the opportunity relationship map. |
|
altify_get_acc_overview async (Call / Get-Response pair) |
One-shot six-section account-plan overview snapshot. |
|
altify_get_acc_solutionrecommendations async (Call / Get-Response pair) |
Maps an account's Insight Map pressures/initiatives to ranked Altify solution recommendations. |
|
altify_get_opp_actioncommentary async (Call / Get-Response pair) |
Methodology commentary on EXISTING PRIME action Task IDs. |
|
altify_get_opp_assessment async (Call / Get-Response pair) |
AI phase-based health analysis of the opportunity assessment (coaching insights, not raw data). |
|
altify_get_opp_callplan async (Call / Get-Response pair) |
Comprehensive pre-meeting call plan for a single opportunity. |
|
altify_get_opp_nextbestactions async (Call / Get-Response pair) |
Generates fresh PRIME action recommendations from current opportunity state. |
|
altify_get_opp_pipelinerisk sync |
Multi-opportunity portfolio risk comparison (use only when ≥2 opportunities are named). |
|
altify_get_opp_questions async (Call / Get-Response pair) |
Question-by-question breakdown of an Altify assessment with responses. |
|
altify_get_opp_recommendation async (Call / Get-Response pair) |
Strategic coaching recommendations with owners and success metrics. |
|
altify_read_opp_vulnerability async (Call / Get-Response pair) |
Single-opportunity risk and vulnerability deep-dive (one opportunity only). |
Altify Retrieve MCP
Read-only retrieval of structured sales data from Salesforce.
Overview
The Data Retrieval server provides direct access to your recorded sales data without AI interpretation. This is your raw data layer.
Available Tools
| Tool | Description |
|---|---|
| altify_read_acc_plantypes
sync |
Lists the org's Account Plan Type catalog (name → ID lookup). |
|
altify_read_acc_actions sync |
Lists existing account-level actions (Tasks linked to account objectives). |
|
altify_read_acc_completeness sync |
Structured completeness/health scores per account. |
|
altify_read_acc_insightmap sync |
Returns the account-level Insight Map (goals, pressures, initiatives, obstacles, solutions). |
|
altify_read_acc_objectives sync |
Resolves Account Objectives by name to their Salesforce IDs. |
|
altify_read_acc_plancomplete sync |
Aggregate reader for one or more Account Plan sections in a single call. |
|
altify_read_acc_relationshipnetwork sync |
Returns the account relationship map with political position, status, and coverage. |
|
altify_read_acc_testimprove sync |
Lists ALL account-level Test & Improve sessions for an account. |
|
altify_read_opp_assessment sync |
Raw Yes/No/Unknown assessment answers for an opportunity (no AI analysis). |
|
altify_read_opp_competitors sync |
Lists competitors on the deal with the strategy against each. |
|
altify_read_opp_decisioncriteria sync |
Returns the buying criteria the customer is using and how you stack up. |
|
altify_read_opp_insightmap sync |
Returns the opportunity Insight Map (customer goals, pressures, initiatives, obstacles, solutions). |
|
altify_read_opp_primeactions sync |
Lists existing PRIME actions on an opportunity (Prove/Retrieve/Insulate/Minimize/Emphasize). |
|
altify_read_opp_relationshipnetwork sync |
Returns the full opportunity relationship map with roles, politics, and support level. |
|
altify_read_opp_salesprocess sync |
Returns the assigned sales process, qualifier states, and closure probability for an opportunity. |
|
altify_read_opp_testimprove sync |
Lists all Test & Improve sessions for an opportunity. |
Altify Write MCP
Create and update sales records in Salesforce.
The Write Operations server lets you create and update records directly from your AI assistant using a two-step confirmation workflow.
Available Tools
| Tool | Description |
|---|---|
|
altify_create_opp_contactinfluence sync |
Creates an influence or conflict relationship between two contacts (who influences whom). |
|
altify_create_opp_decisioncritcontact sync |
Links a contact to a decision criterion (who cares about which criteria). |
|
altify_create_opp_insightcardcontact sync |
Links a contact to an insight card (which stakeholder cares about which insight). |
|
altify_upsert_acc_action sync |
Create/update an Account-level action linked to an Account Objective. |
|
altify_upsert_acc_contactmapdetails sync |
Add/update contacts on the account-level relationship map. |
|
altify_upsert_acc_objective sync |
Create/update an Account Objective (Revenue / Business Development / Relationship). |
|
altify_upsert_opp_assessanswer sync |
Record an Altify assessment answer for an opportunity (your own response). |
|
altify_upsert_opp_assesscompetitoranswer sync |
Record a competitor's assessment answer (needs assessment_answer_id from the matching read). |
|
altify_upsert_opp_contactmapdetails sync |
Add/update contacts on the opportunity relationship map. |
|
altify_upsert_opp_decisioncriteria sync |
Document customer decision criteria for evaluation. |
|
altify_upsert_opp_decisioncriteriapos sync |
Record competitive position (us vs competitors) on decision criteria. |
|
altify_upsert_opp_insightcard sync |
Create/update an Insight Map card (Goal / Pressure / Initiative / Obstacle / Solution). |
|
altify_upsert_task sync |
Create/update follow-up tasks (including PRIME action tasks). |
| altify_upsert_opp_salesprocess
sync |
Assign or change the SPM sales process on an opportunity. |
| altify_upsert_opp_qualifierstate
sync |
Set a sales-process qualifier's state (e.g. No / In progress / Yes). |
See Install the Altify MCP Package to get started with the installation and configuration process.