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Pipeline report

crm_pipeline_report · Reads only · Markdown

How a pipeline is doing: open value by stage, deals won and lost, win rate, a forecast by month and stale deals.

Free*

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

An example

How's sales this month? Win rate, what's open, and what will likely close in November?

Your agent callscrm_pipeline_reportFree*

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
{
  "pipeline": "Sales",
  "since": "2026-10-01"
}
What comes back
{
  "pipeline": {
    "id": 4101,
    "name": "Sales"
  },
  "period": {
    "since": "2026-10-01",
    "until": "2026-10-14"
  },
  "open": {
    "deals": 1,
    "value": {
      "EUR": "38600.00"
    },
    "weighted": {
      "EUR": "23160.00"
    }
  },
  "stages": [
    {
      "id": 4101,
      "name": "New",
      "outcome": "open",
      "probability": 10,
      "deals": 0,
      "value": {},
      "weighted": {}
    },
    {
      "id": 4102,
      "name": "Qualified",
      "outcome": "open",
      "probability": 25,
      "deals": 0,
      "value": {},
      "weighted": {}
    }
  ],
  "won": {
    "deals": 0,
    "value": {},
    "average_value": {},
    "average_days_to_close": null
  },
  "lost": {
    "deals": 0,
    "value": {},
    "reasons": []
  },
  "win_rate": null,
  "forecast": [
    {
      "close": "2026-11",
      "deals": 1,
      "value": {
        "EUR": "38600.00"
      },
      "weighted": {
        "EUR": "23160.00"
      }
    }
  ],
  "stale": {
    "days": 30,
    "deals": 0
  }
}

Use it when

Someone asks how sales are going this month, or what will likely close next month.

What it does

How a pipeline is doing: open deals by stage with their value and weighted value (value x probability), deals won and lost in a period (this month by default) with the win rate, average deal won, average days to close and lost reasons, a forecast of open deals by expected close month, and how many open deals have not moved for stale_days. Values are per currency.

What comes back

The pipeline and period; open deals with value and weighted value; each stage's deals and value; won and lost deals with their value, average deal won, days to close and lost reasons; the win rate; a forecast by close month; and how many open deals are stale. Every reply also carries cost_usd and balance_usd.

Inputs

NameTypeWhat it is
pipelinestringName or id; default: the first pipeline. Up to 80 characters.
sincestringFirst day of the period: YYYY-MM-DD or today-30. Default: the 1st of this month. Up to 10 characters.
untilstringLast day of the period (included). Default: today. Up to 10 characters.
stale_daysinteger1 to 365. Default: 30.

The call

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

Terminal
curl -X POST https://api.conecto.chat/v1/tools/crm_pipeline_report \
  -H "Authorization: Bearer $CONECTO_KEY" \
  -H "Content-Type: application/json" \
  -d '{"pipeline":"Sales","since":"2026-10-01"}'

When it refuses

A refused call costs nothing and says what to do next.

CodeWhenWhat to do
not_found404No pipeline, or no stage in it, has that name or id.Call crm_list_pipelines and use a pipeline and stage from it.
invalid_input400since or until is not a date, or until is before since.Send dates like 2026-10-01, today or today-30.

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