# Funil de Vendas MCP for AI Agents AI Agent Connect > Funil de Vendas MCP lets you manage your sales pipeline and CRM directly from your AI agent. You can register new leads, track deals across different funnels, and update follow-up tasks without switching tabs. It connects your AI to your sales data so you can get status updates or log activities using plain English commands, making it easy to keep your records accurate while you focus on closing. ## Overview - **Category:** productivity - **Price:** Free - **Endpoint:** https://edge.vinkius.com/vk_preview_jwhbq51AvzgeRzBatI62yGzaxS0rXsaPNqj3mxcg/ai-agent-connect - **Tags:** sales-pipeline, lead-generation, crm, opportunity-tracking, sales-activities, funnel-management ## Description This Connector puts your CRM data right where you're already working. Instead of jumping back and forth between your sales dashboard and your chat window, you can just ask your agent to do the heavy lifting. You can pull up specific deals, see what's moving through your funnels, or quickly log a new follow-up task after a call. It handles the tedious parts of lead management, like registering new entries from various sources or checking your product catalog. By bringing your sales pipeline into your AI client, you stop treating your CRM as a separate destination and start using it as an active part of your conversation. It's one of the many tools you can find in the Vinkius catalog to make your sales workflow actually feel like a conversation. You can check your connection status or see why previous deals fell through without ever opening a browser tab. You can also pull up your sales vendors or see your custom fields to get a better sense of your data structure. It's about making the data work for you while you stay focused on closing. You won't have to worry about missing a follow-up or losing a lead in a messy spreadsheet because your agent keeps everything organized in one place. ## Tools ### check_crm_api_health Check if your CRM is connected. This confirms your account is linked and ready for use. ### create_crm_activity Add a new follow-up task to a specific deal. This keeps your sales interactions organized in one place. ### create_new_deal_lead Register a new lead or opportunity from a form. This helps you automate data entry from your website. ### list_crm_activities See all your current tasks and sales interactions. This gives you a clear view of your upcoming work. ### list_sales_funnels See all the different sales methodologies you have set up. This shows you how your pipeline is organized. ### list_loss_motives Check the reasons why previous deals fell through. This helps you identify patterns in lost sales. ### list_crm_opportunities Pull a list of deals filtered by date, funnel, or text. This makes it easy to find specific sales opportunities. ### list_lead_origins See where your leads are coming from like Facebook or Google. This helps you track your marketing performance. ### list_crm_products Get a list of all registered products and services. This keeps your product catalog handy. ### list_sales_vendors See a list of all users and vendors in the system. This lets you manage your team and partners. ### update_crm_activity Modify an existing activity or task. This lets you keep your follow-up notes accurate. ### list_crm_custom_fields View the specific custom fields your CRM uses. This helps you understand your data structure. ## Prompt Examples **Prompt:** ``` Show me the status of my current sales deals. ``` **Response:** ``` I've pulled your current opportunities. Here is the summary: | Deal Name | Funnel | Status | | :--- | :--- | :--- | | Enterprise Upgrade | Direct Sales | **In Progress** | | Referral Project | Referral Funnel | **Negotiation** | | Q3 Expansion | Direct Sales | **Closed Won** | Would you like to see the details for any of these? ``` **Prompt:** ``` Register a new lead: Sarah Jenkins, s.jenkins@email.com, subject 'Interested in Enterprise Plan'. ``` **Response:** ``` Done! I've registered Sarah Jenkins as a new lead in your CRM with the subject 'Interested in Enterprise Plan'. I've also added her to your primary sales funnel. ``` **Prompt:** ``` What are the reasons we've been losing deals lately? ``` **Response:** ``` I've checked the loss motives for your recently closed deals. Here are the primary reasons: * **Price:** 40% * **Missing Features:** 35% * **Competitor Choice:** 20% * **Other:** 5% Would you like me to list the specific deals associated with the 'Price' motive? ``` ## Capabilities ### Register new leads Add new leads and opportunities to your CRM directly from your conversation. ### Search active deals Find specific sales opportunities using filters for dates, funnels, or keywords. ### Manage follow-up tasks Create and modify follow-up activities to keep your sales team on track. ### View product catalogs Access your full list of registered products and services instantly. ### Check connection status Verify that your CRM is connected and ready for your agent to use. ### Filter by funnel See how deals are moving through different sales methodologies. ## Use Cases ### Logging calls after a meeting A sales rep finishes a call and asks their agent to create a follow-up task for next Tuesday. The agent uses create_crm_activity to log it. ### Handling web form leads A marketing lead comes in from Facebook. The user tells their agent to register it, and the agent uses create_new_deal_lead to add it to the CRM. ### Analyzing lost deals A manager wants to know why the last three big deals failed. They ask their agent to list the reasons using list_loss_motives. ### Checking product availability A rep needs to know what services are currently offered. They ask the agent to pull the list using list_crm_products. ## Benefits - Stop jumping between tabs by using list_crm_opportunities to see your deals instantly. - Eliminate manual data entry by using create_new_deal_lead to register website leads. - Keep your team on track with create_crm_activity to schedule follow-ups in one go. - Track your marketing ROI more accurately with list_lead_origins to see where leads come from. - Identify why you're losing business by checking list_loss_motives for deal patterns. - Get a clear view of your sales methodology using list_sales_funnels to see all your paths. ## How It Works The bottom line is you get a CRM that talks to your AI client. 1. Subscribe to this Connector on the Vinkius Marketplace. 2. Enter your Funil de Vendas account Email and Password. 3. Start managing your sales pipeline from Claude, Cursor, or any Connector client. ## Frequently Asked Questions **Can I use the Funil de Vendas MCP to add new leads?** Yes, you can register new leads and opportunities directly through your AI agent. This allows you to capture lead data from conversations or forms without manual entry. **Does the Funil de Vendas MCP work with my existing sales funnels?** It connects directly to your configured sales methodologies. You can view and interact with all your existing funnels through your AI client. **How does the Funil de Vendas MCP help with follow-up tasks?** It allows you to create and update follow-up activities using natural language. You can ask your agent to schedule a task for a specific deal, and it handles the update. **Can I see my product catalog using the Funil de Vendas MCP?** Yes, you can pull up a list of all your registered products and services instantly. This is helpful for checking offerings during a sales conversation. **Is the Funil de Vendas MCP good for tracking lead sources?** It is excellent for this. You can ask your agent to list lead origins to see where your traffic is coming from, such as Facebook, Google, or referrals. **Can I update my CRM activities through the Funil de Vendas MCP?** Yes, you can modify existing activities and tasks. This ensures your CRM stays updated with the latest notes and interaction statuses. **Where do I get my login credentials?** Use the same Email and Password you use to log in to your [**Funil de Vendas**](https://app.funildevendas.com.br/) account. **Can the agent move deals between stages?** Yes, by using the `update_crm_activity` or lead entry tools, the agent can interact with the status and progress of your opportunities. **Is it possible to list all sales funnels?** Absolutely. The `list_sales_funnels` tool retrieves all methodologies configured in your account along with their unique codes.