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Salesforce / Litify AI Toolkit

Status: Active (Clientell + CLI + MCP working; form parity trace complete) Project: Litify · Operations

What this is

A coordinated set of tools that lets Claude (and Sam) interact with the firm's Salesforce/Litify org as a first-class citizen: the Clientell plugin for in-SF AI assistance, the sf CLI for scripting, and an MCP server bridge for Claude Desktop. The toolkit became the substrate for several downstream projects (RingCentral SMS sync, referral partner cleanup, form parity, report inventory, dashboard builds).

Components

  • Clientell — a Salesforce-side AI copilot, installed and configured for the firm's org
  • sf CLI — the modern Salesforce CLI, authed against LITIFY_ORG. Most AI agents delegate SF auth to this so no secrets live in project code
  • MCP bridge for Claude Desktop — exposes SF queries/tools to Claude sessions via the MCP protocol

Projects that built on it

  • RingCentral → Litify SMS sync uses sf org display for auth (see RingCentral ↔ Litify SMS Sync)
  • Live Report Inventory Spreadsheet — pulled every SF report into one spreadsheet with ownership, last-run date, and linked dashboards
  • Full Live Duplicate List for Salesforce Reports — found duplicate reports across folders
  • Litify Form Parity Trace (April 14) — traced which intake forms had parity between the current and previous versions and flagged the gaps
  • Litify Compatibility Mode and Email Links — enabled compatibility mode + fixed email link rendering issues
  • Litify Guardrail and Intake Dashboard Cleanup — removed stale dashboard filters that blocked new case intake reports
  • Employee Productivity Dashboard — multiple deep-dive sessions building the productivity dashboard and refining the forecast model
  • Litify Package Deprecation Audit — identified packages safe to remove
  • RingSense Merge Trigger — Salesforce trigger for RC call artifacts + Eve.legal integration
  • 2026-04-08 Litify claims-filing family — configuration for a new case-type family

Sources

See also