Stratyfix
Stratyfix is an AI-driven sales intelligence platform.
What it can do
- My Deals: The signed-in person's own deal book: every open deal Stratyfix shows them, each with its forecast, the calls logged against it, and their own private next-move note. Use this when asked wha
- My Deal Risk: The full forecast receipt for ONE deal: what the model reads from the calls, why, and the win-probability interval with its uncertainty. Use this when asked how likely a specific deal is
- My Pace: Whether the signed-in person is ahead of or behind their own quarter target, with the one deal most worth touching next. Use this when a rep asks how they are tracking, whether they will make
What data it sees
Do you need an account
No: the server works without sign-in
Stratyfix is an AI-driven sales intelligence platform. This connector lets managers and reps ask about their own Stratyfix data in the chat they already use. Are we going to make the quarter? Who needs my attention this week? The answers come from the live platform.
Every person connects as themselves. A rep sees their own book and a manager sees their team, with the same permissions as the app itself. It is read only, so nothing in Stratyfix can be changed from chat. And it does not bluff. When Stratyfix withholds a number on purpose, because the odds are not calibrated yet or a target is not set, the connector says exactly that instead of guessing.
You need a Stratyfix workspace, with the connector enabled by your administrator. Setup guide: https://app.stratyfix.com/connect
How to connect
How to connect Stratyfix to Claude
The server address to paste into Claude settings:
https://mcp-server--stratyfix.run.tools
- Open Claude (claude.ai or the desktop app).
- Go to Settings → Connectors.
- Click Add custom connector.
- Paste the server address copied below into Remote MCP server URL and click Add.
- In a chat, click + → Connectors and switch the new connector on.
Custom connectors are available on Free, Pro, Max, Team and Enterprise plans (Free is limited to one). On Team and Enterprise an organization Owner adds the connector first under Organization settings → Connectors.
Authorization
After you click Add, a sign-in window for the service opens. Sign in with your own account and approve access. Claude never sees your password.
How to connect Stratyfix to ChatGPT
The server address to paste into ChatGPT settings:
https://mcp-server--stratyfix.run.tools
- Open ChatGPT in a browser (chatgpt.com). A Plus, Pro, Business, Enterprise or Edu plan is required.
- Turn on developer mode once: Settings → Apps → Advanced settings → Developer mode.
- Open Settings → Connectors and click Create.
- Fill in the form: Name (anything), Description (one line about what the service does), MCP server URL (copy it below).
- Under Authentication choose OAuth if the service requires sign-in, otherwise None. Click Create.
- In a new chat open + → Apps/Connectors and enable the connector.
OpenAI has renamed this section before (Connectors → Apps/Plugins). If the label differs, search settings for "developer mode". On Business/Enterprise workspaces an admin must allow custom connectors first.
Authorization
On first use ChatGPT opens the service's sign-in window. Sign in and approve access.
How to connect Stratyfix to Cursor
The server address to paste into Cursor settings:
https://mcp-server--stratyfix.run.tools
Fastest: click Open in Cursor below and confirm the prompt.
Manually:
- In Cursor open Settings → Cursor Settings → MCP and click Add new global MCP server.
- Paste the JSON copied below into
~/.cursor/mcp.json(per project:.cursor/mcp.jsonin the repo root). - Save the file. The server appears in the MCP list; authorize it there if asked.
Authorization
If the service needs sign-in, an authorize button appears next to the server in the MCP list.
Server tool list (10)
Raw names from tools/list. Only developers need these.
| my_deals | The signed-in person's own deal book: every open deal Stratyfix shows them, each with its forecast, the calls logged against it, and their own private next-move note. Use this when asked what someone is working on, what is in their pipeline, which of their deals are at risk, or what they said they would do next. This is the rep's own view — for a whole team's roll-up use the team_* tools instead. |
| my_deal_risk | The full forecast receipt for ONE deal: what the model reads from the calls, why, and the win-probability interval with its uncertainty. Use this when asked how likely a specific deal is to close, what is putting it at risk, or why Stratyfix rates it the way it does. Needs the deal id — get one from my_deals first if you don't have it. |
| my_pace | Whether the signed-in person is ahead of or behind their own quarter target, with the one deal most worth touching next. Use this when a rep asks how they are tracking, whether they will make their number, or what to do next. Self-scoped — it never shows anyone else's pace. |
| team_target_odds | The team's chance of hitting the quarter target, at one or more confidence levels, with the evidence the estimate rests on. Use this when a manager asks whether the team will make the number, how likely the quarter is, or what the odds look like at a given confidence. Manager-only: reps get a permission denial. If the org has not resolved enough outcomes to calibrate, the answer says so instead of giving a number — report that state as-is. |
| team_coverage | Whether there is enough qualified pipeline to cover the quarter target at a chosen confidence. Use this when asked if the team has enough pipeline, how much more is needed, or how thin coverage is. Manager-only. |
| team_pace | Whether the team is ahead of or behind the pace needed to land the quarter, and how that has moved over time. Use this when asked if the team is on track, how the quarter is trending, or whether they are falling behind. Manager-only. Some figures are withheld until the org has enough resolved history to state them honestly — the payload says which and why. |
| team_gap_ledger | The per-rep breakdown of who is contributing what against the target, and where the gap actually sits. Use this when asked which reps are behind, where the shortfall is coming from, or how the gap splits across the team. Manager-only, and scoped to the manager's own cohorts. |
| triage_proposals | Deals the model proposes dropping from the quarter's committed book, each with its reason. Use this when asked what should be cut, which deals are dead weight, or what triage suggests. Manager-only. These are PROPOSALS and read-only here: nothing is dropped, approved or rejected through this connector — a human does that in the app. |
| coaching_queue | Who most needs coaching next and on what, ordered, with the evidence behind each suggestion. Use this when asked who to coach, what to work on with a rep, or how to spend limited coaching time. A manager sees their cohorts. IMPORTANT: for someone who is NOT a manager this returns an empty list with `coldStart: true` — that is a PERMISSION boundary (they have no reps to coach), NOT a finding that there is nothing to coach. Say they do not have access to a coaching queue; never report it as an empty or clear queue. |
| deal_brief | The manager's strategy board for a deal: the state of play, risks with their receipts, and what is open. Use this when preparing for a deal review or asked for a briefing on a specific deal. Call it without a deal id to list the open pipeline and pick one. Manager-only. |