• TOTALS
  • STAGES
  • DETAILS
  • HUMAN

How to calculate pipeline value with your AI

Connect Close to your AI client once. From there, you can ask for totals on any specific pipeline or sales stage.

Ask AI about this page

Short answer

How do I calculate my pipeline value with AI?

Your AI reads your Close data to aggregate and sum up deal values across specific stages or pipelines. You'll get a clear view of your current sales volume through these specific breakdowns.

The outcomes.

Where your data lands.

The AI processes your Close data into these specific results.

TOTALS

Aggregated pipeline sums

The AI sums up all deal values in a pipeline to give you a single total. You get a quick snapshot of your current sales volume.

STAGES

Stage-specific breakdowns

The AI groups deal values by their current sales stage. This shows you exactly how much money is sitting in each part of your funnel.

DETAILS

Individual deal audits

The AI pulls specific information for high-value deals. You can see exactly which opportunities are driving your pipeline totals.

HUMAN

Manual data entry

The AI cannot edit deal amounts or move stages. You still manage all the actual data entry and updates in Close.

The workflow

What your AI does when the request arrives.

The AI follows a sequence to find your deals and do the math.

  1. Locate pipelines

    The AI identifies the specific pipelines you want to analyze.

    list_close_pipelines

  2. Find deals

    It finds all the active opportunities within those pipelines.

    list_close_opportunities

  3. Get values

    The AI pulls the specific dollar amount for every opportunity it found.

    get_opportunity_details

  4. Calculate totals

    The AI sums the values to provide the final number you asked for.

    list_close_opportunities

Try it

Copy these to start.

Use these prompts to get immediate answers from your agent.

Starting points

Replace the bracketed text with your actual pipeline or stage names.

Close Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_NDWFJozLhyVYhsG4Rd3EHbVUHD0aTWo7gcAufNM1/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 — Close capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "close-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_NDWFJozLhyVYhsG4Rd3EHbVUHD0aTWo7gcAufNM1/mcp"
    }
  }
}
Copy into chat04

  • What is the total value of my [Pipeline Name] pipeline?

  • How much deal value is in the [Stage Name] stage?

  • Sum up all the opportunities in my [Pipeline Name] pipeline.

  • Show me the total value for each stage in my [Pipeline Name] pipeline.

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

Start here

Connect Close once, then ask.

Connect your account once and your credentials stay encrypted. You can then use any compatible client to ask questions about your sales data.

Connect Close to your AI

FAQ

How this task behaves

  • 01

    Can the AI change my deal amounts?

    No. The AI only reads data to perform calculations. It cannot edit or delete anything in Close.

  • 02

    Can the AI move deals between stages?

    No. Moving opportunities through your pipeline is a manual task that you must perform in Close.

  • 03

    Can I ask for totals for a specific salesperson?

    Yes. You can ask the AI to sum values for deals owned by a specific user.

  • 04

    Does the AI see all my pipelines?

    Yes. The AI can access any pipeline you have permission to see in Close.

  • 05

    Can the AI create new opportunities?

    No. This Connector only provides tools to read and list existing data.

  • More questions about Close? See everything the Close Connector can do

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