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Model Context Protocol

Query Salesforce forecast evidence from ChatGPT.

The current private preview connects approved ChatGPT users to Verdict's pipeline, forecast, and deal-risk tools. Connections begin with read access and expose only the scopes granted to that user.

OAuth 2.1 + PKCERead-only by defaultEvery tool call audited
ChatGPT · verdictConnected
Demo workspace. Sample data.
What's at risk in my Q2 forecast?
verdict · pipeline.at_risk()
Your three biggest deals total $3.7M and are flagged high risk: Cascade Health (76), Halo Logistics (80), Nordhaus Financial (83). Coverage is 2.8×, below the 3× target.
2 tools called · 104 rows inspected · read-only
Supported questions

Use plain language across six revenue domains.

Ask about the pipeline, a deal, the forecast, a rep, coaching work, or Verdict's product behavior. Answers use the tools allowed by the connection and show the supporting records used.

Pipeline & at-risk dealsForecast & coverageDeal risk & diagnosisReps & teamsCoaching & follow-upsHow a feature works

Review captured tool calls, drafted actions, and provenance in the Ask Verdict product replay →

How it works

Connect through a scoped authorization flow.

01

Add the Verdict MCP server

Approved preview users add the Verdict endpoint to ChatGPT. There is no API key to paste and no customer infrastructure to operate.

02

Authorize with OAuth 2.1 + PKCE

Sign in once. Access follows the user's role, remains revocable, and does not place a long-lived secret in the browser.

03

Ask a supported question

Verdict selects from the tools visible to the granted scope. Each tool call records the actor, scope, and outcome.

Tool catalog

67 tools, three scopes, one boundary.

The catalog is filtered when tools are listed and again when a tool is called. An assistant cannot see or invoke a tool outside the connection's approved scopes.

The default floor
mcp:read49 tools

Inspect and explain without changing data. Every connection starts with mcp:read.

get_at_risk_dealsget_dashboard_metricsget_forecast_periodsget_signalsexplain_score_from_signals
Opt-in
mcp:propose10 tools

Forecast notes, requested Slack posts, and reviewable Gmail drafts. Verdict does not send Gmail drafts. Outbound actions require an explicit scope and are attributed in the audit trail.

propose_forecast_review_notepropose_slack_postpropose_gmail_draftpropose_deal_follow_up
Opt-in
mcp:admin8 tools

Users, teams, roles, and audit logs. This scope is restricted to administrators.

list_userslist_teamsget_user_rolesget_user_audit_log
Availability

Current access and planned surfaces, clearly separated.

ChatGPT is the validated MCP client in the current private preview. Salesforce supplies the guided-pilot data. Preview actions and planned compatibility remain subject to the limits below.

Salesforce

Data source

Guided pilot

Opportunity, account, contact, user, Task, and Event sync with guided field mapping.

Verdict is not AppExchange-listed.

ChatGPT

Assistant

Private preview

Query Verdict over MCP through an approved connection.

The validated preview client. Access requires approval.

Gmail drafts

Outbound action

Private preview

Create a reviewable draft through an explicitly scoped MCP tool.

No inbox ingestion. Verdict does not send the draft.

Slack outbound

Outbound action

Private preview

Post requested coaching notes and risk alerts in approved pilots.

One-way delivery only.

External calendar

Data source

Planned

Google and Microsoft calendar connections are planned.

No external calendar connection is included in the evaluation.

Zoho CRM

Data source

Planned

A Zoho CRM connector is planned.

A preliminary connector exists, but Zoho is not live. It is not included in the current evaluation.

Claude Desktop

Assistant

Planned

Claude Desktop compatibility is planned.

It is not validated or included in the current preview.

Native Agentforce

Assistant

Planned

Native Agentforce runtime access is planned.

Transport and service-identity paths have been tested only in a controlled environment.

Conversational Slack

Assistant

Planned

A two-way Ask Verdict experience in Slack is planned.

The current Slack preview is outbound and one-way only.

Voice

Experience

Planned

Voice access to Ask Verdict is planned.

No voice capability is included in the current evaluation.

Planned capabilities are directional roadmap items with no announced delivery date. They are not included in the current evaluation or contractual scope.

Governance

A bounded path from question to tool call.

The connection limits which tools appear, which actions can run, and how each call is attributed.

Read access first

Connections start with mcp:read. Proposed actions and administrative tools require separate opt-in scopes.

OAuth 2.1 + PKCE

Authorization uses PKCE with S256. A connection remains scoped to the user and can be revoked.

Tool-call audit records

Each call records the tool, scope, actor, and outcome on success and failure.

Layered rate limits

Per-IP and per-token limits constrain probing and runaway tool loops.

Standards-based discovery

Protected-resource and authorization-server metadata let compatible clients discover the connection by specification.

Private preview

Evaluate a scoped ChatGPT connection against your forecast.

Apply for the paid 30-day evaluation. Verdict will guide the Salesforce mapping and provision approved MCP access for the team.