Summit53 Revenue Engine

io.summit53由 summit53.io 發布官方發布者v1.0.2更新於 Oct 24, 2026

Revenue Engine for scoped diagnosis, action planning, execution, and Figure-Eight value evidence.

已驗證Streamable HTTP可網頁執行效率與工作流資料與分析商業與電商

概覽

AI 產生的概覽

將助理連接到 Summit53 託管的 Revenue Engine,用於 B2B 銷售診斷、行動規劃、獲授權的寫入與價值證據留存。

可以做什麼
  • 診斷銷售管道風險、交易停滯、預測信心、缺口與產能
  • 準備商機策略、客戶檢視、每週行動計畫與輔導內容
  • 研究客戶,並檢視筆記、活動、外聯、價值影響與方法論知識
  • 寫入獲授權的筆記、外聯更新、價值證據與輔導成果
  • 透過持久化工作生命週期追蹤長時間任務(檢視、列出、取消工作)
  • 查詢目前工作階段權限範圍內可用的工具
適用情境
適合已在使用 Summit53 的 B2B SaaS 營收團隊,讓助理直接在其銷售管道、預測、外聯與輔導資料中作業。適用於預測檢視、交易與續約準備、客戶研究等情境,而非一般性任務。
執行需求
需要 Summit53 帳號及具備相應權限的組織。首次使用須透過瀏覽器完成 OAuth 登入,權杖由本機橋接快取並自動更新。可使用託管端點 api.summit53.io/mcp,或對僅支援命令式伺服器的用戶端使用 npm 套件 @summit53/mcp-server(經 npx 執行)。需能連線至託管服務。
安裝前請注意
存在寫入與傳送權限,包括 outreach:send、crm:write、value:write 與 automation:manage,助理可修改或傳送 CRM 中的資料。存取權杖有效一小時,更新權杖七天;可於 Summit53 管理後台的整合頁面撤銷授權。部分目錄的讀取權限檢查仍在逐步上線,擁有權限本身不代表已取得人工核准。工作紀錄保留 30 天。

安裝

在 SourceWeft 中

  1. 開啟 儀表板中的 Summit53 Revenue Engine,將其新增到工作區。
  2. 連接 所需的 憑證。它們會被私密儲存,絕不會在公開頁面上展示。
  3. 為需要使用其工具的對話啟用該服務。

Web executable,透過 Streamable HTTP。 遠端服務在工作區中設定後即可從網頁執行環境執行。

交給代理程式安裝

把這段提示詞貼上到 Claude Code、Codex、Cursor 等代理程式,或 SourceWeft 對話中。代理程式會讀取該伺服器的安裝指南,先向你展示發布者、端點和登入方式,經你同意後再把它新增到你的客戶端。金鑰不會寫進任何命令。

閱讀 https://sourceweft.com/mcp/io.summit53%2Fmcp-server/install.md,並按其中說明把這個 MCP 伺服器接入我的客戶端。修改任何設定之前,先告訴我它的發布者、端點和登入方式,等我確認。不要把 API 金鑰寫進命令或我會提交的檔案;問我金鑰應從哪裡取得。

檢視代理程式所依據的安裝指南

其他 MCP 客戶端

把它新增到你客戶端的 mcpServers 設定中。 客戶端會在首次連接時完成 OAuth 登入。

{
  "mcpServers": {
    "summit53-revenue-engine": {
      "type": "http",
      "url": "https://api.summit53.io/mcp"
    }
  }
}

README

Summit53 MCP Server

Bring Summit53's Revenue Engine into the AI workflows your team already uses.

This package connects MCP-compatible assistants to Summit53's hosted Revenue Engine. Assistants can help diagnose pipeline and forecast gaps, decide the next best action, execute permitted workflows, and preserve value evidence around the Figure-Eight revenue loop — from acquisition through expansion and back into acquisition.

[npm version] [MCP Compatible] [License]

Using Claude or Codex? Install the Summit53 plugin from github.com/Summit53/skills instead. It connects the hosted Summit53 server directly (no local package) and adds guided Summit53 skills for forecast, deal, renewal, coaching, territory and board workflows.

text
# Claude Code/plugin marketplace add Summit53/skills/plugin install summit53@summit53
# Codexcodex plugin marketplace add Summit53/skillscodex plugin add summit53@summit53

In claude.ai, Claude Desktop or Cowork, add the marketplace https://github.com/Summit53/skills under Customize › Plugins › Add. This repository is not a plugin marketplace.

Quick start

Most clients, including claude.ai, Claude Desktop, Claude Code, Codex and Cursor, can connect to the hosted server directly at https://api.summit53.io/mcp and sign in with OAuth:

bash
claude mcp add --transport http summit53 https://api.summit53.io/mcpcodex mcp add summit53 --url https://api.summit53.io/mcp

This package is a local stdio bridge for clients that only support command-based servers:

json
{  "mcpServers": {    "summit53": {      "command": "npx",      "args": ["-y", "@summit53/mcp-server"]    }  }}

On first use, your browser opens the Summit53 OAuth flow. Sign in, review the requested access, and authorize the client. Tokens are cached by the local MCP bridge and refreshed automatically.

For a web client that supports custom remote MCP connections, add:

  • Name: Summit53
  • URL: https://api.summit53.io/mcp

Client availability and labels vary by plan and workspace. Use the custom server URL instead of relying on a public app-directory listing.

See the MCP setup guide for client-specific instructions.

What the Revenue Engine enables

Ask in natural language to:

  • diagnose pipeline risk, deal drag, forecast confidence, gaps, and capacity;
  • prepare opportunity strategy, account reviews, weekly action plans, and coaching;
  • research accounts and inspect notes, activity, outreach, value impact, and methodology knowledge;
  • write permitted notes, outreach updates, value evidence, and coaching outcomes;
  • track long-running work through a durable job lifecycle.

The current release gate freezes 75 externally published functions across 15 categories. That count is a compatibility fact, not the product proposition. Tool visibility depends on the client's granted scopes and the user's Summit53 organization permissions; call list_available_tools to discover the surface available in the current session.

CategoryPublished functions
Search3
Opportunity Strategy5
Account Intelligence3
Pipeline & Risk4
RevOps2
Forecasting9
Activity3
Research1
Notes & Activities5
Outreach17
Value Impact11
Coaching3
Knowledge Base5
Job Lifecycle3
Discovery1

The exact machine-readable surface is maintained in tool-catalog.json. The registry-compatible connection manifest is server.json. The tool reference explains inputs, outputs, access requirements, and async behavior.

Authentication and permissions

Interactive connections use OAuth 2.1-style authorization with PKCE. Access tokens last one hour; rotating refresh tokens last seven days. Access can be revoked from /admin/integrations/mcp in Summit53.

The published scope set is:

  • read: crm:read, pipeline:read, revenue:read, actions:read, jobs:read;
  • write and operations: crm:write, outreach:write, outreach:send, coaching:write, value:write, automation:manage, jobs:manage.

Business write tools always require their explicit write scopes. Job lifecycle tools always enforce jobs:read or jobs:manage. Read-scope enforcement for the remaining catalogue is being rolled out behind a production gate. Summit53's organization, ownership, and role permissions remain authoritative in every case.

Some approved service integrations can use scoped static API keys, but API keys are not part of the normal interactive setup. A scope authorizes an operation; it does not itself prove human approval. Broader high-risk write workflows remain gated until portable approval controls are available.

Async jobs

Long-running tools return a durable job response rather than asking the client to hold an HTTP request open. Use:

  • get_job to inspect status and results;
  • list_jobs to find recent work;
  • cancel_job to request cancellation when the job is still cancellable.

Job records are retained for 30 days. Every published function uses the same versioned response envelope so clients can handle success, partial results, queued work, and errors consistently.

Architecture

  • Transport: Streamable HTTP through the hosted Summit53 service
  • Endpoint: https://api.summit53.io/mcp
  • Tenant boundaries: Summit53 authentication and application permissions
  • Rate limiting and caching: enforced by the hosted service, with tool-specific policies
  • Metrics: usage and errors tracked per organization and tool

Join the Founding 50

Summit53 is working with a small group of B2B SaaS revenue teams to shape the Revenue Engine in production. Apply to the Founding 50.

Support

License

Proprietary. See summit53.io/terms-of-service for details.

來源:README.md,提交 27eafcb

工具

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版本歷史

1
  1. v1.0.2最新Sep 16, 2026

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