MCP Packs
Sales/RevOps Pack
Keep pipeline and collateral in sync with MCP integrations for CRM and docs.
Sales/RevOps Pack
Keep your pipeline, collateral, and team aligned with CRM and documentation integrations. Connect sales tools to streamline deal management and revenue operations.
Recommended Servers
| Server | Purpose |
|---|---|
| Salesforce MCP | Accounts, opportunities, activities |
| HubSpot MCP | Contacts and deals for mid-market teams |
| Notion MCP | Proposals, battlecards, and notes |
| Linear MCP | Track feature requests from customers |
Example Configuration
{
"mcpServers": {
"salesforce": {
"command": "npx",
"args": ["-y", "@salesforce/mcp-server"],
"env": {
"SALESFORCE_CLIENT_ID": "${SALESFORCE_CLIENT_ID}",
"SALESFORCE_CLIENT_SECRET": "${SALESFORCE_CLIENT_SECRET}"
}
},
"hubspot": {
"command": "npx",
"args": ["-y", "@hubspot/mcp-server"],
"env": { "HUBSPOT_API_KEY": "${HUBSPOT_API_KEY}" }
},
"notion": {
"command": "npx",
"args": ["-y", "@notionhq/mcp-server"],
"env": { "NOTION_API_KEY": "${NOTION_API_KEY}" }
}
}
}Common Workflows
- Update opportunities, pull battlecards from Notion, and prepare for calls
- Sync customer feedback to Linear issues for product prioritization
- Generate account summaries from CRM data for QBRs
Safety First
Use read-only access for CRM data where possible. Avoid exposing sensitive deal amounts or customer PII in logs. Use separate keys for production and sandbox environments.