# Pre-meeting brief from Salesforce + web

Source: https://mcpforgtm.com/recipes/pre-meeting-brief-salesforce (StackMCP, independent directory of official MCP servers)

## Goal

AEs on Salesforce who want a one-page brief before every external meeting. It's the same workflow as the HubSpot pre-meeting brief, using Salesforce's hosted MCP servers.

## Connected tools

- Salesforce: https://api.salesforce.com/platform/mcp/v1/platform/sobject-all (setup: https://mcpforgtm.com/tools/salesforce)
- Perplexity: https://api.perplexity.ai/mcp (setup: https://mcpforgtm.com/tools/perplexity)

## Guardrails

- Read only. Don't change any Salesforce records.
- Only log the brief as a task if I say yes.
- Cite a source for every news item, with its date.
- If Salesforce has no data for a section, say so instead of guessing.

## Steps

1. Find the account for my next meeting in Salesforce (I'll name the company if you can't tell). Pull its open opportunity: stage, amount, close date, next step, the last 5 activities and open tasks. Read only.
2. Use Perplexity to get news about the company from the last 30 days, plus anything relevant to our product category. Cite sources with dates.
3. Write a one-page brief: who they are, where the opportunity stands, what changed since the last touch, three questions to ask, and risks.
4. Optionally log the brief as a task on the opportunity, after I approve it.

## Expected output

One-page brief before an expansion call. Example (all names fictional):

```
Meeting: Wed 11:30, Fernhill Software (fictional) with Dana Okafor, Head of RevOps

Opportunity: 'Fernhill expansion: 40 seats', $36,000, stage Proposal/Price Quote, close date Nov 14
Next step on record: "Send revised quote" (set 9 days ago)
Last activities: demo (Oct 2), pricing email (Oct 6), two calls with no notes
Open tasks: Revised quote (due yesterday)

News (last 30 days, with sources):
- Fernhill announced a partnership with a payroll provider [1]
- Hiring 6 sales roles [2]

Three questions to ask:
1. Does the partnership change the rollout timeline for the 40 seats?
2. Who besides Dana signs the expansion?
3. Is the revised quote still the blocker?

Risks: overdue quote; two calls with no notes logged.
Log this as a task on the opportunity? (yes/no)
```

## Watch for

- The wrong opportunity: Accounts with several open opportunities, or a meeting booked with only an email address, can pull the wrong deal. Have the brief start with the account, opportunity name and meeting time so you can spot a mismatch.
- Invented history when activities are sparse: Calls logged without notes give the model room to guess. Ask it to write 'no notes logged' and quote dates for every activity it mentions.
- News about a different company: Common company names return news about other firms. Ask for the company's website domain to be checked in each source.
- Running out of API quota: Every MCP tool call counts against your org's daily Salesforce API limit. Keep the brief to one account per run, and tell your admin before scheduling it for a whole team.