# Funil de Vendas MCP for AI Agents AI Agent Connect

> Funil de Vendas MCP. Manage your sales pipeline, track deal stages, and handle CRM workflows in the Brazilian market using natural language.

## Overview
- **Category:** productivity
- **Price:** Free
- **Endpoint:** https://edge.vinkius.com/vk_preview_tFBZ41Ok38uSEkkvAnB6LzYlYzI5agKaZpv2SkF1/ai-agent-connect
- **Tags:** sales-funnel, pipeline-management, deal-tracking, crm, sales-methodology, lead-management

## Description

You're tired of jumping between tabs to log a single phone call or move a deal from one stage to the next. This Connector connects your Funil de Vendas account directly to your AI client, letting you handle your entire sales pipeline through a chat interface. You can ask your agent to create a new person, build a company profile, or pull up the latest stats on your leads. It handles the heavy lifting of CRM data entry so you can stay focused on closing. Because Vinkius hosts this tool alongside thousands of others, you can manage your CRM while keeping your entire toolset in one place. You get to run your sales methodology without the usual administrative friction. Instead of hunting through nested menus to find a specific lead or manually typing in contact details, you just tell your agent what to do. It works as a dedicated sales coordinator that knows your specific funnels and stages. You can update a deal status after a meeting or check your pipeline health for a weekly report in seconds. You can also manage the custom fields that make your CRM unique to your specific industry. This means your agent understands the nuances of your business, from specific lead sources to unique product requirements, all without you having to manually copy data into a spreadsheet or a separate notes app.

## Tools

### create_company
Create a new company profile in your CRM. This helps you organize your business leads and keep your database clean.

### create_opportunity
Add a new sales opportunity to your pipeline. Use this to track new deals and their expected values.

### create_person
Register a new person in your database. This makes it easy to keep track of individual contacts and stakeholders.

### get_account_info
View your CRM account details instantly. Use this to check your current subscription and profile status.

### get_opportunity
Get specific details for a single sales opportunity. This helps you quickly review deal history before a meeting.

### get_people_stats
Pull statistics on your registered people. Use this to see how many contacts you have and how they are distributed.

### list_companies
See a list of all registered companies. This is useful for browsing your existing business connections.

### list_custom_fields
View your custom CRM fields. Use this to see the specific data points you've set up for your industry.

### list_funnels
See all your active sales methodologies and funnels. This helps you stay aligned with your team's sales process.

### list_opportunities
List every sales opportunity in your pipeline. Use this to get a full overview of your current deals.

### list_people
View a list of all registered people. This allows you to quickly find contacts in your CRM database.

### update_opportunity
Update an existing opportunity's status or details. This keeps your pipeline accurate as deals progress.

## Prompt Examples

**Prompt:** 
```
List all my current sales opportunities in Funil de Vendas.
```

**Response:** 
```
I've pulled up your active deals. You have 4 opportunities in progress:

* **Software Implementation** - $5,000
* **Training Pack** - $1,200
* **Cloud Migration** - $10,000
* **Security Audit** - $3,500

Which one would you like to update?
```

**Prompt:** 
```
Create a new opportunity 'Cloud Migration' with a value of 10000.
```

**Response:** 
```
I've added the 'Cloud Migration' opportunity to your primary funnel. It's been assigned a value of $10,000 and is now ready for tracking. Would you like me to link a specific contact to this deal?
```

**Prompt:** 
```
Show me the list of available sales funnels.
```

**Response:** 
```
Here are your active sales methodologies:

1. **Standard Sales Process** (Includes: Lead, Discovery, Proposal, Closing)
2. **Inbound Leads** (Includes: Inquiry, Qualification, Demo, Sale)

Which one should we focus on today?
```

## Capabilities

### Create a new company profile
Add a new business entity to your CRM database via chat.

### Add a new sales opportunity
Register a new deal in your pipeline with a specific value.

### Register a new person
Create a new contact profile for individuals in your CRM.

### View CRM account details
Get a snapshot of your current CRM account information.

### Get specific opportunity details
Retrieve all the metadata for a single sales deal.

### Pull people statistics
Get aggregate data on your registered contacts and leads.

### List all registered companies
See a full list of every company currently in your database.

### View custom CRM fields
See the custom data points you have configured for your business.

### See all active sales funnels
List the different sales methodologies and funnels you use.

### List every sales opportunity
Get a complete list of all deals across your pipeline.

### View registered people
See a full list of all people registered in your CRM.

### Update an existing opportunity
Change the status or details of a deal in your sales funnel.

## Use Cases

### Updating a deal after a call
A sales rep finishes a call and asks the agent to move the deal to the 'Negotiation' stage using `update_opportunity`.

### Getting a morning pipeline summary
A manager wants to see all active deals for a briefing and asks the agent to `list_opportunities` for a quick overview.

### Quickly adding a new lead
An entrepreneur needs to add a new lead and uses `create_person` to register a contact without leaving their workspace.

### Reviewing sales methodologies
A team lead wants to see which sales funnels are active and uses `list_funnels` to check the current methodology.

## Benefits

- Update deal statuses instantly with `update_opportunity` after every client call to keep your pipeline accurate.
- Build your database faster using `create_person` and `create_company` to register new leads without manual typing.
- Get an immediate pulse on your pipeline by using `get_people_stats` for quick reports without building custom dashboards.
- View your entire sales methodology at a glance with `list_funnels` to ensure your team stays aligned with the process.
- Access specific deal details quickly with `get_opportunity` to stay prepared for meetings without hunting through menus.

## How It Works

The bottom line is you can manage your entire sales pipeline through a conversation instead of clicking through a CRM dashboard.

1. Subscribe to the Funil de Vendas MCP on the Vinkius marketplace.
2. Grab your API Token and Email from your Funil de Vendas dashboard.
3. Connect your AI client to the Connector and start managing deals through natural language.

## Frequently Asked Questions

**Can I use Funil de Vendas MCP to manage my leads?**
Yes, you can create new people and companies directly through your AI client. This lets you build your database without leaving your current workspace.

**How do I update a deal in my sales funnel?**
Just tell your agent which deal to change and what the new status is. It will handle the update in your Funil de Vendas account automatically.

**Can this Connector show me my sales stats?**
It can pull statistics on your people and pipeline metrics automatically. You can ask for a summary of your leads or a snapshot of your current deals.

**Is this for the Brazilian CRM?**
Yes, this Connector is specifically built for the Funil de Vendas platform, making it the right choice for users on that CRM.

**How do I get my sales opportunities listed?**
Your agent can pull a full list of every opportunity in your account instantly. This is great for getting a quick overview of your pipeline during a meeting.

**How do I find my API Token in Funil de Vendas?**
Log in to your account and navigate to the integration settings or profile section to generate and copy your unique API Token.

**Can I list opportunities from a specific funnel?**
Yes! Use the `list_opportunities` tool. You can also use `list_funnels` first to identify the correct methodology ID for filtering.

**How do I add a new company to the CRM?**
Use the `create_company` tool and provide the company name. The agent will confirm the creation and provide the unique company ID.