• PIPELINE
  • TASKS
  • DATA
  • HUMAN

How to track sales pipelines and tasks with your AI

Connect your CRM once. After that, you can manage your entire sales workflow through a simple chat interface.

Ask AI about this page

Short answer

How do I track my sales and tasks with AI?

Your AI client uses this MCP to pull your current sales opportunities and CRM tasks directly into your conversation. You can ask for updates on specific deals or get a rundown of your pending work. This gives you a clear view of your pipeline without switching tabs.

Where every update lands.

The outcomes of your chat

Everything your AI finds in the CRM ends up in these four categories.

PIPELINE

Live deal tracking

The AI pulls your current sales opportunities. You get a real-time view of where your money is sitting.

TASKS

Daily task management

Your agent lists your CRM tasks. You can see exactly what needs your attention right now.

DATA

Custom field access

The AI reads your specific CRM fields. This lets you ask questions about niche data points you've added to your deals.

HUMAN

Manual CRM updates

The AI identifies what it can see. You still handle the actual data entry and heavy lifting inside the CRM itself.

The workflow

What your AI does when you ask for updates.

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

  1. Fetch opportunities

    The AI looks up your active sales pipeline to see what deals are open.

    list_sales_opportunities

  2. Retrieve tasks

    Your agent pulls your personal task list from the CRM so you stay on schedule.

    list_crm_tasks

  3. Read custom data

    The AI checks your specific CRM fields to answer detailed questions about a lead.

    get_sales_custom_fields

  4. Summarize status

    The AI combines all this information to give you a single, coherent answer in chat.

    list_sales_opportunitieslist_crm_tasks

Try it

Copy these to start.

Use these prompts to kick off your workflow.

Starting points

These are just ideas. Swap out the names of your specific deals or tasks to get better results.

Berg System Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_38Ou6z2VwFYPNzOYD34SPPc0TIQFIqGWcIb6eDF1/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 — Berg System capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "berg-system-crm-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_38Ou6z2VwFYPNzOYD34SPPc0TIQFIqGWcIb6eDF1/mcp"
    }
  }
}
Copy into chat04

  • Show me all my open sales opportunities.

  • What are my most urgent CRM tasks right now?

  • List the custom fields available for my sales opportunities.

  • Summarize my current pipeline and tell me what tasks are due today.

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

Start here

Connect Berg System CRM once, then ask.

Just click the link to connect. Your credentials stay encrypted and secure, and you can start chatting with your data immediately.

Connect Berg System CRM to your AI

FAQ

How this task behaves

  • 01

    Can the AI create new sales opportunities for me?

    No. This MCP is designed to read and list your existing data, not write new records to your CRM.

  • 02

    Can my AI delete my CRM tasks?

    No. The AI can only list and view your tasks. You must manage deletions inside the CRM.

  • 03

    Does the AI see all my CRM data?

    The AI only sees the data it has tools to access, such as opportunities, tasks, and specific custom fields.

  • 04

    Can I use this with any AI client?

    Yes, as long as you are using an MCP-compatible client like Claude, Cursor, or Windsurf.

  • 05

    Will this replace my CRM interface?

    No. This is a way to interact with your data through chat, not a replacement for the full CRM software.

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

Connect Berg System to Claude, Cursor, ChatGPT & more