--- name: "crm_pipeline_report" area: "crm" title: "Pipeline report" price: "free" method: "POST" url: "https://api.conecto.chat/v1/tools/crm_pipeline_report" mcp_server: "https://api.conecto.chat/mcp/crm" auth: "Authorization: Bearer " docs_url: "https://conecto.chat/tools/crm/crm_pipeline_report" --- # Pipeline report (`crm_pipeline_report`) How a pipeline is doing: open value by stage, deals won and lost, win rate, a forecast by month and stale deals. 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. Price: Free up to 1,000,000 reads a month for the whole account, then $0.50 per 10,000 reads. A call that fails costs nothing. ## Use it when Someone asks how sales are going this month, or what will likely close next month. - For the stages with their deals, without the period figures, use [crm_list_pipelines](https://conecto.chat/tools/crm/crm_list_pipelines.md). ## Say this to your agent > How's sales this month? Win rate, what's open, and what will likely close in November? ## Inputs | Name | Type | Required | Description | Allowed values | Default | |---|---|---|---|---|---| | `pipeline` | string | no | Name or id; default: the first pipeline. Up to 80 characters. | | | | `since` | string | no | First day of the period: YYYY-MM-DD or today-30. Default: the 1st of this month. Up to 10 characters. | | | | `until` | string | no | Last day of the period (included). Default: today. Up to 10 characters. | | | | `stale_days` | integer | no | 1 to 365. | | `30` | ## Example Written for Hansen & Voss, a restaurant-equipment wholesaler in Hamburg with 60 staff. MCP: call `crm_pipeline_report` on the MCP server `https://api.conecto.chat/mcp/crm` with these arguments: ```json { "pipeline": "Sales", "since": "2026-10-01" } ``` REST: ```bash curl 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"}' ``` ## Response ```json { "call_id": "5f0c8a2e-3b7d-4c1e-9a64-2d8e1f7b0c93", "tool": "crm_pipeline_report", "status": "succeeded", "replayed": false, "cost_usd": "$0.00", "balance_usd": "$19.75", "result": { "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 } } } ``` `result`: 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. ## Errors | Code | Status | When | Fix | |---|---|---|---| | `not_found` | 404 | No pipeline, or no stage in it, has that name or id. | Call crm_list_pipelines and use a pipeline and stage from it. | | `invalid_input` | 400 | since or until is not a date, or until is before since. | Send dates like 2026-10-01, today or today-30. | The refusals every tool can give (401 key, 402 balance, 429 limits) are on the errors page: https://conecto.chat/docs/errors.md ## Related - [crm_search](https://conecto.chat/tools/crm/crm_search.md): Finds contacts, companies and deals from whatever you have: a name, an email, a phone number in any format, a domain or a deal title. Free up to 1,000,000 reads a month. - [crm_find_contacts](https://conecto.chat/tools/crm/crm_find_contacts.md): Finds contacts by name, email, company or phone, by filters on any field or tag, or by a saved segment, one page at a time. Free up to 1,000,000 reads a month. - [crm_get_contact](https://conecto.chat/tools/crm/crm_get_contact.md): One contact, by id or email, with its tags, custom fields, recent activity, open tasks and deals. Free up to 1,000,000 reads a month. - [crm_get_customer](https://conecto.chat/tools/crm/crm_get_customer.md): Everything open with one customer in one read: deals, tickets, invoices, quotes, signatures, meetings and their last messages. Free up to 1,000,000 reads a month. - [crm_save_contact](https://conecto.chat/tools/crm/crm_save_contact.md): Creates a contact, or updates the one with the same email; only the fields you send change. $0.01 a call. - [crm_save_contacts](https://conecto.chat/tools/crm/crm_save_contacts.md): Creates or updates up to 100 contacts in one call, each like crm_save_contact; you pay only for the ones saved. $0.01 per record saved. - [crm_update_contact](https://conecto.chat/tools/crm/crm_update_contact.md): Changes fields on a contact by its id, its email included; only the fields you send change. $0.01 a call. - [crm_archive_contact](https://conecto.chat/tools/crm/crm_archive_contact.md): Hides a contact from searches and lists; its history is kept. $0.001 a call. - [crm_restore_contact](https://conecto.chat/tools/crm/crm_restore_contact.md): Brings an archived contact back into searches and lists. $0.001 a call. - [crm_timeline](https://conecto.chat/tools/crm/crm_timeline.md): What happened with a contact, a company, a deal or the whole CRM, newest first: notes, tasks, emails, chats, calls, tickets and stage moves. Free up to 1,000,000 reads a month. - [crm_add_note](https://conecto.chat/tools/crm/crm_add_note.md): Adds a note to a contact, a company or a deal: what was said, decided or learned. $0.01 a call. - [crm_create_task](https://conecto.chat/tools/crm/crm_create_task.md): A follow-up on a contact, with an optional due time and priority. $0.01 a call. - [crm_list_tasks](https://conecto.chat/tools/crm/crm_list_tasks.md): Tasks by status (open by default), for one contact or due before a time, soonest first. Free up to 1,000,000 reads a month. - [crm_complete_task](https://conecto.chat/tools/crm/crm_complete_task.md): Marks a task done, or cancelled. $0.01 a call. - [crm_save_company](https://conecto.chat/tools/crm/crm_save_company.md): Creates a company, or updates the one with the same name or with the company_id you give, which can rename it; only the fields you send change. $0.01 a call. - [crm_save_companies](https://conecto.chat/tools/crm/crm_save_companies.md): Creates or updates up to 100 companies in one call, each like crm_save_company; you pay only for the ones saved. $0.01 per record saved. - [crm_archive_company](https://conecto.chat/tools/crm/crm_archive_company.md): Hides a company from lists, searches, duplicates and exports; its people, deals and notes stay. $0.001 a call. - [crm_restore_company](https://conecto.chat/tools/crm/crm_restore_company.md): Brings an archived company back into lists, searches, duplicates and exports. $0.001 a call. - [crm_find_companies](https://conecto.chat/tools/crm/crm_find_companies.md): Finds companies by name or domain, by filters on any field or tag, or by a saved segment, one page at a time. Free up to 1,000,000 reads a month. - [crm_get_company](https://conecto.chat/tools/crm/crm_get_company.md): One company, by id or exact name, with its people, deals (open ones first) and notes. Free up to 1,000,000 reads a month. - [crm_save_deal](https://conecto.chat/tools/crm/crm_save_deal.md): Creates a deal, or updates one by its deal_id: pipeline and stage, amount, close date, next step, company and contact. $0.01 a call. - [crm_find_deals](https://conecto.chat/tools/crm/crm_find_deals.md): Finds deals by pipeline, stage, status, company or contact, by filters on any field or tag, or by a saved segment. Free up to 1,000,000 reads a month. - [crm_get_deal](https://conecto.chat/tools/crm/crm_get_deal.md): One deal with its stage history (the days it spent in each stage), notes, contact and company. Free up to 1,000,000 reads a month. - [crm_move_deal](https://conecto.chat/tools/crm/crm_move_deal.md): Moves a deal to a stage, maybe in another pipeline; a won or lost stage closes it. $0.01 a call. - [crm_list_pipelines](https://conecto.chat/tools/crm/crm_list_pipelines.md): The deal pipelines in order, each with its stages and how many deals sit in each, with their value. Free up to 1,000,000 reads a month. - [crm_save_pipeline](https://conecto.chat/tools/crm/crm_save_pipeline.md): Creates a deal pipeline or changes one: its name, position and stages in order. $0.001 a call. - [crm_delete_pipeline](https://conecto.chat/tools/crm/crm_delete_pipeline.md): Deletes an empty pipeline; the last one stays. $0.001 a call. - [crm_define_field](https://conecto.chat/tools/crm/crm_define_field.md): Adds a field of the business's own to contacts, companies or deals, or changes its label, description or options. $0.001 a call. - [crm_list_fields](https://conecto.chat/tools/crm/crm_list_fields.md): The standard and custom fields of contacts, companies and deals, to read, filter and sort on. Free up to 1,000,000 reads a month. - [crm_delete_field](https://conecto.chat/tools/crm/crm_delete_field.md): Deletes a custom field and its value on every record, for good. $0.001 a call. - [crm_tag_records](https://conecto.chat/tools/crm/crm_tag_records.md): Adds and removes tags on up to 100 contacts, companies or deals at once. $0.001 per record tagged. - [crm_list_tags](https://conecto.chat/tools/crm/crm_list_tags.md): Every tag with how many contacts, companies and deals carry it. Free up to 1,000,000 reads a month. - [crm_delete_tag](https://conecto.chat/tools/crm/crm_delete_tag.md): Deletes a tag and takes it off every contact, company and deal. $0.001 a call. - [crm_save_segment](https://conecto.chat/tools/crm/crm_save_segment.md): Saves filters under a name, so the same list can be pulled again and stays up to date. $0.001 a call. - [crm_list_segments](https://conecto.chat/tools/crm/crm_list_segments.md): The saved segments, each with its filters and how many records match right now. Free up to 1,000,000 reads a month. - [crm_delete_segment](https://conecto.chat/tools/crm/crm_delete_segment.md): Deletes a saved segment; the records in it stay as they are. $0.001 a call. - [crm_export](https://conecto.chat/tools/crm/crm_export.md): Contacts, companies or deals as CSV text, with the same filters, tag and segment as the find tools. Free up to 1,000,000 reads a month. - [crm_find_duplicates](https://conecto.chat/tools/crm/crm_find_duplicates.md): Contacts or companies that are probably the same record twice, grouped, with the reason. Free up to 1,000,000 reads a month. - [crm_merge_contacts](https://conecto.chat/tools/crm/crm_merge_contacts.md): Merges duplicate contacts into the one you keep; their notes, emails, chats, calls and deals move with them. $0.01 a call. - [crm_merge_companies](https://conecto.chat/tools/crm/crm_merge_companies.md): Merges duplicate companies into the one you keep; their people, deals and notes move with them. $0.01 a call.