• PIPELINE
  • DEAL
  • CONTACT
  • HUMAN

How to update sales pipeline stages with your AI

Connect Clientify to your agent to manage your sales funnel through chat. You'll move deals and update contact info without opening a browser.

Ask AI about this page

Short answer

Can I move deals through my pipeline using my AI?

Yes. You can list your existing pipelines and deals, then tell your agent to move a specific deal to a new stage. This keeps your CRM updated while you stay in your chat interface.

The results

Where your data lands

Your agent handles the heavy lifting in Clientify.

PIPELINE

View your sales funnels

The AI pulls your current pipeline structures so it knows which stages exist. You'll see exactly what your sales process looks like.

DEAL

Locate specific deals

Your agent finds the exact deal you're talking about within your pipelines. This ensures you're updating the right record every time.

CONTACT

Sync contact details

You can update information for the people tied to your deals. This keeps your lead data accurate alongside your pipeline moves.

HUMAN

Review major changes

The AI handles the data entry, but you decide when a deal is ready to move. You maintain full control over the actual sales strategy.

The workflow

What your AI does when you ask to move a deal.

The agent acts as a bridge between your conversation and your Clientify account.

  1. Identify the pipeline

    The agent checks your available sales funnels to find the right one for the deal.

    list_pipelines

  2. Find the deal

    The agent scans your active deals to locate the specific one you want to change.

    list_deals

  3. Update the record

    The agent moves the deal to the new stage you requested.

    list_deals

  4. Refresh contact info

    If the deal move requires new contact details, the agent updates the person's profile.

    update_contact

Try it

Copy these to start.

Use these prompts to trigger actions in Clientify.

Starting points

These are basic commands. Swap out the names of your deals or contacts to match your actual Clientify data.

Clientify Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_waSKAszsA3nuuNM4skyeXqgmyTkKHk6wWOo6wxnS/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 — Clientify capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "clientify-alternative-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_waSKAszsA3nuuNM4skyeXqgmyTkKHk6wWOo6wxnS/mcp"
    }
  }
}
Copy into chat04

  • List my current sales pipelines so I can see my stages.

  • Find the deal for Acme Corp and move it to the Negotiation stage.

  • Show me all the deals currently in my Prospecting pipeline.

  • Update the contact info for the lead in the closed-won deal.

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

Start here

Connect Clientify once, then ask.

One connection gives your agent access to your CRM. Your login stays encrypted and secure on our side.

Connect Clientify to your AI

FAQ

How this task behaves

  • 01

    Can the AI delete deals from my pipeline?

    No. The agent can only list and update existing data; it cannot delete records.

  • 02

    Does the AI create new pipelines for me?

    No. The agent can only interact with pipelines that already exist in your Clientify account.

  • 03

    Can I move multiple deals at once?

    You can ask the agent to find multiple deals, but you'll need to confirm the moves for each one.

  • 04

    Will the AI change my contact names?

    Only if you specifically tell it to update a contact's information.

  • 05

    How does the AI know which stage to move a deal to?

    It uses the list of stages from your existing pipelines to ensure the move is valid.

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

Connect Clientify to Claude, Cursor, ChatGPT & more