• CRM DATA
  • LEAD STATUS
  • CAMPAIGN DATA
  • HUMAN ACTION

How to audit your sales pipeline and leads with your AI

Connect Adversus to your AI client to pull live CRM data and lead lists for instant pipeline reviews.

Ask AI about this page

Short answer

How can I audit my sales pipeline and leads using AI?

Your AI uses Adversus to pull your CRM projects and active lead lists into your chat. You'll get a clear view of where leads are stalling and which campaigns need attention.

Audit outcomes

Where your audit data lands.

The AI organizes the information it pulls from your CRM into these specific views.

CRM DATA

Projected pipeline views

The AI uses list_crm_projects to show you exactly which sales stages are active. You get a clean list of current CRM work.

LEAD STATUS

Active lead tracking

By running list_active_leads, your agent identifies every prospect currently in your funnel. This helps you spot cold leads immediately.

CAMPAIGN DATA

Contact list summaries

The AI pulls contact details via list_campaign_contacts to show who is responding to your outreach. You see exactly which contacts are tied to specific campaigns.

HUMAN ACTION

Manual follow-up tasks

The AI identifies the gaps, but you decide which leads to call or email. It flags the issues so you can step in and close the deal.

The workflow

What your AI does when the audit starts.

The AI acts as a bridge between your chat interface and your sales data.

  1. Map the CRM

    The agent looks at your existing CRM structure to understand your sales stages.

    list_crm_projects

  2. Identify active prospects

    It pulls a list of every lead currently marked as active in your system.

    list_active_leads

  3. Check campaign reach

    The AI retrieves the contact lists for your specific marketing or sales campaigns.

    list_campaign_contacts

  4. Flag pipeline gaps

    The agent compares the lead lists against your CRM projects to find where movement has stopped.

    list_active_leadslist_crm_projects

Try it

Copy these to start.

Use these prompts to kick off your audit.

Starting points

These are starting points. Swap out the specific project or campaign names for your own.

Adversus Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_HuHpyqukmt1NQwNfbzdW3ZkaCICWu96VUhUuhXci/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Adversus capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "adversus-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_HuHpyqukmt1NQwNfbzdW3ZkaCICWu96VUhUuhXci/mcp"
    }
  }
}
Copy into chat04

  • List all my CRM projects so we can see the current sales stages.

  • Show me all active leads to see who is currently in the pipeline.

  • Get the contact list for my 'Q4 Outreach' campaign to check engagement.

  • Compare my active leads against my CRM projects to find stalled prospects.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Adversus once, then ask.

One click connects the MCP to your client. Your credentials stay encrypted and secure on our side.

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FAQ

How the audit works

  • 01

    Can the AI delete leads from my CRM?

    No. The AI only has permission to list and read data. It cannot delete or modify your records.

  • 02

    Can I use this to send emails to my leads?

    No. This MCP is designed for retrieving and auditing data, not for sending outbound communications.

  • 03

    Does the AI see all my CRM data?

    The AI only sees the data it retrieves through the specific tools provided, like CRM projects and lead lists.

  • 04

    Can the AI update lead statuses automatically?

    No. The AI can identify which leads need updates, but you must perform the actual status changes in your CRM.

  • 05

    How does the AI know which leads are active?

    It uses the list_active_leads tool to pull the specific subset of leads currently marked as active in your system.

  • More questions about Adversus? The Connector page answers them. See everything the Adversus Connector can do

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