CRM

List pipelines

crm_list_pipelines · Reads only · Markdown

The deal pipelines in order, each with its stages and how many deals sit in each, with their value.

Free*

*Free up to 1,000,000 reads a month for the whole account, then $0.50 per 10,000 reads.

An example

What stages do our deals go through, and how much is sitting in each?

Your agent callscrm_list_pipelinesFree*

The example business is Hansen & Voss, a restaurant-equipment wholesaler in Hamburg with 60 staff. The reply is the one the tool really gives.

With these arguments
{}
What comes back
{
  "pipelines": [
    {
      "id": 4101,
      "name": "Sales",
      "position": 0,
      "stages": [
        {
          "id": 4101,
          "name": "New",
          "position": 0,
          "probability": 10,
          "outcome": "open",
          "deals": 0,
          "value": {}
        },
        {
          "id": 4102,
          "name": "Qualified",
          "position": 1,
          "probability": 25,
          "outcome": "open",
          "deals": 0,
          "value": {}
        }
      ]
    }
  ]
}

Use it when

To learn the pipelines and stage names before saving or moving a deal.

What it does

The deal pipelines in order, each with its stages in order: id, name, probability (the chance a deal there is won, 0-100), outcome (open, won or lost), and how many deals sit there with their value by currency. Every account starts with "Sales": New, Qualified, Meeting, Proposal, Negotiation, Won, Lost.

What comes back

Every pipeline in order with its stages (id, name, probability, outcome) and, per stage, the deals there and their value by currency. Every reply also carries cost_usd and balance_usd.

The call

Over MCP, call crm_list_pipelines on https://api.conecto.chat/mcp/crm. Over REST:

Terminal
curl -X POST https://api.conecto.chat/v1/tools/crm_list_pipelines \
  -H "Authorization: Bearer $CONECTO_KEY" \
  -H "Content-Type: application/json" \
  -d '{}'

Give this to your agent.

Set up Conecto from https://conecto.chat/SKILL.md