• PIPELINE
  • REVENUE
  • OWNERSHIP
  • HUMAN

How to audit sales pipelines and deals with your AI

Connect your HubSpot account once. After that, you can interrogate your entire sales pipeline using plain English.

Ask AI about this page

Short answer

How can I audit my sales pipeline with AI?

You can ask your AI to pull specific deal amounts, identify stuck stages, or check which owners have the most volume. It scans your HubSpot data to give you a clear picture of your sales health. You'll get a breakdown of where your money is sitting and who is managing it.

Where every issue lands.

Pipeline audit outcomes

Your AI turns raw HubSpot data into these specific insights.

PIPELINE

Identify stuck deals

The AI finds deals that haven't moved stages in a while. You'll see exactly which opportunities are stalling.

REVENUE

Total deal value

Get a quick sum of all open deal amounts. It calculates your current pipeline value instantly.

OWNERSHIP

Owner workload check

See how deals are distributed across your team. It identifies if one person is carrying too much weight.

HUMAN

Manual intervention needed

The AI flags high-value deals that need your direct attention. These are the items you need to step in and manage.

The workflow

What your AI does when the request arrives.

The AI acts as a bridge between your questions and your HubSpot records.

  1. Fetch deal data

    The AI pulls a list of all active deals in your pipeline to establish a baseline.

    list_deals

  2. Get specific details

    It looks deeper into individual deals to find amounts and specific stage information.

    get_deal_details

  3. Identify owners

    The AI checks the user list to match deal owners with their actual names and roles.

    list_hubspot_users

  4. Summarize health

    It combines the deal amounts and stages into a readable report for you.

    get_deal_details

Try it

Copy these to start.

Use these prompts to begin your audit.

Starting points

These are starting points. Swap out the specific deal names or owner names to match your actual HubSpot data.

HubSpot Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_GfjmHsHrTu0vKqaaAyy6fJlETQ9ZLIUX67F7Zw0D/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 — HubSpot capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "hubspot-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_GfjmHsHrTu0vKqaaAyy6fJlETQ9ZLIUX67F7Zw0D/mcp"
    }
  }
}
Copy into chat04

  • What is the total value of all deals in my 'Closed Won' stage?

  • Which sales owner has the highest total deal amount right now?

  • List all deals in the 'Negotiation' stage that are over $10,000.

  • Show me all deals assigned to Sarah Jenkins that haven't moved in two weeks.

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

Start here

Connect HubSpot once, then ask.

One link gets you set up. Your login stays encrypted on our side, and you can find the full technical breakdown on the Connector page.

Connect HubSpot to your AI

FAQ

How this task behaves

  • 01

    Can the AI change deal stages for me?

    No. The AI can only read your data. You have to manually update stages in HubSpot.

  • 02

    Can it delete old deals?

    No. This MCP is read-only. It cannot delete or modify any records in your HubSpot account.

  • 03

    Does it see all my HubSpot data?

    It only sees the data it needs to answer your specific question based on the available tools.

  • 04

    Can I use this with Claude?

    Yes, as long as you are using an MCP-compatible client like Claude Desktop.

  • 05

    Will it report on custom properties?

    It can report on any property that is returned by the deal details tool.

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

Connect HubSpot to Claude, Cursor, ChatGPT & more