• PIPELINE
  • ACCURACY
  • VISIBILITY
  • HUMAN

How to update opportunity stages with your AI

Connect DealHub CPQ to your agent once. After that, you can manage your sales pipeline through a chat interface.

Ask AI about this page

Short answer

Can I update my sales pipeline with AI?

Yes. You can change opportunity stages and adjust deal math by telling your agent what happened. This keeps your pipeline accurate without manual data entry. You'll see how the agent handles these updates below.

The results

Where your data lands

Your agent handles the heavy lifting of data entry and pipeline management.

PIPELINE

Clean deal stages

The AI moves deals forward or backward based on your conversation. You get a real-time view of your sales progress.

ACCURACY

Updated deal math

Tell your agent when a discount changes or a quantity shifts. The AI updates the opportunity details immediately.

VISIBILITY

Instant deal lookups

Ask for a summary of a specific deal or a list of all open opportunities. Your agent pulls the latest data from DealHub CPQ.

HUMAN

Manual overrides

If you need to perform complex bulk edits or structural changes, you still handle those directly in the DealHub interface.

The workflow

What your AI does when the request arrives.

The agent translates your plain English instructions into specific actions within DealHub CPQ.

  1. Find the deal

    The agent searches your CRM to identify the specific deal you are talking about.

    list_opportunitiesget_opportunity

  2. Verify the details

    It pulls the current stage and math to ensure the update is accurate.

    get_opportunity

  3. Apply the change

    The agent pushes your requested stage change or math update directly to the record.

    update_opportunity

  4. Confirm success

    The agent tells you the update is complete so you can move on to the next task.

    get_opportunity

Try it

Copy these to start.

Use these prompts to trigger actions in DealHub CPQ.

Starting points

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

DealHub Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_BvOKZddYSa9RtQN6NiR2tkbEfXM9URHsQ3EmnHWM/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 — DealHub capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "dealhub-cpq-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_BvOKZddYSa9RtQN6NiR2tkbEfXM9URHsQ3EmnHWM/mcp"
    }
  }
}
Copy into chat04

  • Move the [Deal Name] opportunity to the [Stage Name] stage.

  • Show me all open opportunities in my pipeline.

  • Update the [Deal Name] deal to reflect a new total of [Amount].

  • What is the current stage for the [Deal Name] opportunity?

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

Start here

Connect DealHub CPQ once, then ask.

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

Connect DealHub CPQ to your AI

FAQ

How this task behaves

  • 01

    Can the AI delete an opportunity?

    No. The agent can only update or retrieve existing opportunity data.

  • 02

    Does the AI change my CRM settings?

    No. The agent only interacts with opportunity stages and math through the provided tools.

  • 03

    Can I ask for a list of all my deals?

    Yes. You can ask the agent to list your opportunities to see your current pipeline.

  • 04

    Will the AI update the stage if I don't specify which deal?

    No. You must specify the deal name or ID so the agent can find the correct record.

  • 05

    Can the AI create a brand new opportunity?

    No. The current tools are limited to listing, getting, and updating existing opportunities.

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

Connect DealHub to Claude, Cursor, ChatGPT & more