github.com/scadam/L2Q · MCP Server · Salesforce · Copilot Studio

L2Q — Sales Assistant

An enterprise-grade Model Context Protocol server that gives fintech sales professionals a complete Lead-to-Quote workflow without ever leaving the flow of work. Built for professionals managing large, complex deals with financial-institution clients in a highly regulated environment — MiFID II, GDPR, FCA.

View on GitHub ↗ See the widgets

58Salesforce tools

8Copilot-branded widgets

2Copilot surfaces

5Cowork skills

Two surfaces, one MCP server

L2Q powers both a fast chat surface and a deep co-work surface over the same live Salesforce pipeline.

Chat

Copilot Declarative Agent

Chat against your Salesforce pipeline with rich, branded HTML widgets — built with the M365 Agents Toolkit and the RemoteMCP plugin. The fast surface for lookups and quick actions.

Cowork

Copilot Cowork plugin

Five co-work skills — research briefs, follow-up automation, pitch decks, meeting scheduling, pipeline review packs — that turn Salesforce signals into finished email, Word, PowerPoint and Excel artifacts.

Auth

Enterprise-ready auth

Switchable Client Credentials, OAuth Bearer pass-through, or Microsoft Entra SSO — the caller's Entra JWT is validated then forwarded to Salesforce. No secrets in the widget layer.

Compliance

Built for regulated deals

MiFID II / GDPR / FCA compliance flags and deal-desk approval tracking are first-class tools — because complex fintech deals live and die on governance.

The Copilot widget surface

Widgets carry the Microsoft 365 Copilot look — a light surface, the signature rainbow accent bar, Segoe UI typography — and adapt automatically to light, dark and high-contrast themes.

L2Q sales dashboard widget — **Sales Dashboard**Morning briefing: pipeline, tasks and leads in one view.

L2Q pipeline summary widget — **Pipeline Summary**Funnel and stacked-bar view of pipeline by stage.

L2Q account 360 widget — **Account 360**Contacts, opportunities and product catalog for an account.

L2Q opportunities Kanban widget — **Opportunities**Kanban + table view of the open pipeline.

L2Q leads widget — **Leads**Lead list with status filter and qualification signals.

L2Q quotes widget — **Quotes**Quote cards with line items and pricing.

L2Q dashboard in dark mode — **Dashboard — dark mode**Every widget adapts to light, dark and high-contrast themes.

Architecture

A single FastMCP / Streamable HTTP server hosted on Azure Container Apps fronts the Salesforce REST API (SOQL) and references the M365 Tooling Servers for Teams, Outlook and Calendar. It's designed to pair with an external market-intelligence MCP for company, macro and headline context inside the same agent.

Most tools are read-only; create and update tools are draft-first and require explicit confirmation before anything is written back to Salesforce. Each tool returns narrative text with prompt suggestions and structured content for the HTML + Skybridge widgets.