• PIPELINES
  • DEALS
  • AUDIT
  • HUMAN

How to manage sales pipelines with your AI

Connect HighLevel to your AI client once. From there, you can audit your deals and track pipeline movement using plain English.

Ask AI about this page

Short answer

How can I manage my sales pipelines with AI?

You can ask your AI to pull up specific pipelines or find individual deals using natural language. This lets you audit your active opportunities without clicking through menus. You'll get a clear view of your sales health through simple chat commands.

Pipeline visibility and audits

Where your data lands.

Your AI handles the data retrieval so you can focus on closing deals.

PIPELINES

View all pipelines

The AI pulls a full list of your current sales pipelines. You get a clear overview of your organizational structure immediately.

DEALS

Find specific opportunities

Search for any active deal using names or details. Your AI finds the exact opportunity you're looking for in seconds.

AUDIT

Check deal progress

Ask for updates on where specific deals sit in your funnel. You'll see exactly which stages are stalled or moving.

HUMAN

Manual updates needed

The AI identifies gaps in your data. You'll need to jump into HighLevel to manually move deals or change stage details.

The workflow

What your AI does when you ask about sales.

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

  1. Identify pipelines

    The AI scans your HighLevel account to see which sales funnels are currently active.

    list_pipelines

  2. Locate deals

    Once you name a contact or a company, the AI hunts for their specific record in your system.

    search_opportunities

  3. Analyze progress

    The AI looks at the data from your searches to tell you where things stand.

    search_opportunities

  4. Report status

    The AI presents the pipeline and opportunity data back to you in a readable format.

    list_pipelinessearch_opportunities

Try it

Copy these to start.

Use these lines to begin interacting with your HighLevel data.

Starting points

These are basic prompts. Swap out the names of your pipelines or contacts to get specific results.

HighLevel Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_ostJyDyKSpK2W6LFLzFanXrHcQItuwEF17CMYteD/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 — HighLevel capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "highlevel-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_ostJyDyKSpK2W6LFLzFanXrHcQItuwEF17CMYteD/mcp"
    }
  }
}
Copy into chat04

  • List all my current sales pipelines.

  • Find the opportunity for Acme Corp in my pipeline.

  • Show me all active opportunities in the 'New Leads' pipeline.

  • Which deals are currently sitting in the 'Negotiation' stage?

  • Claude
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Start here

Connect HighLevel once, then ask.

Just follow the link to connect your account. Your login stays encrypted on our side, and you can start chatting with your data immediately.

Connect HighLevel to your AI

FAQ

How this task behaves

  • 01

    Can the AI move a deal to a different stage?

    No. The AI can only read and search your pipeline data. You must move deals manually in HighLevel.

  • 02

    Can the AI delete opportunities?

    No. This Connector does not have the ability to delete any records from your account.

  • 03

    Does the AI see all my HighLevel data?

    The AI only sees the data it needs to answer your specific questions through the provided tools.

  • 04

    Can I create new leads through the chat?

    No. The current tools only allow for listing pipelines and searching existing opportunities.

  • 05

    How does the AI find a specific person?

    It uses the search tool to look through your active opportunities for matching names or details.

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