• STALE DEALS
  • PIPELINE
  • HUMAN ACTION
  • CONVERSION

How to track sales conversion and proposals with your AI

Connect JobProgress to your AI client once. From there, your agent handles the heavy lifting of monitoring your sales pipeline.

Ask AI about this page

Short answer

How can I use AI to track my sales conversion and proposals?

Your AI pulls lists of active estimates and proposals from JobProgress to find deals that need attention. You get a clear view of your pipeline and follow-up needs without checking every record manually.

Sales outcomes.

Where your sales data lands.

The AI organizes your JobProgress information into these specific outcomes.

STALE DEALS

Identify missed opportunities

The AI finds estimates that haven't been touched in days. You get a list of specific clients to call back immediately.

PIPELINE

View active proposals

Your agent pulls all open proposals into a single view. This lets you see exactly how much potential revenue is sitting in your queue.

HUMAN ACTION

Decide your next move

The AI flags the high-priority items, but you decide which clients get a call or an email. It keeps you in control of the relationship.

CONVERSION

Track win rates

By comparing sent proposals against closed jobs, your agent calculates your actual conversion performance.

The workflow

What your AI does when you ask for a sales update.

The AI interacts directly with your JobProgress account to pull the data you need.

  1. Pull pending estimates

    The agent scans your account to find every estimate currently waiting for a decision.

    list_estimates

  2. Scan open proposals

    It retrieves a full list of all active proposals to see what's still on the table.

    list_proposals

  3. Analyze response times

    The AI looks at the dates on these documents to find the ones that have gone cold.

    list_estimateslist_proposals

  4. Flag follow-ups

    It creates a prioritized list of names and amounts for you to review.

    list_proposals

Try it

Copy these to start.

Use these prompts to get moving immediately.

Starting points

These are just ways to start the conversation. Swap out the specific client names or job types to match your actual data.

JobProgress Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_PPp0MBhHCxfejgWywJrGdgYljjFZrsOfPqgFHJk7/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 — JobProgress capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "jobprogress-leap-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_PPp0MBhHCxfejgWywJrGdgYljjFZrsOfPqgFHJk7/mcp"
    }
  }
}
Copy into chat04

  • List all my pending estimates in JobProgress and tell me which ones are older than three days.

  • Show me all open proposals so I can see my current pipeline value.

  • Which client from my recent JobProgress estimates hasn't responded to my last proposal?

  • Summarize my total proposal value for the Smith project in JobProgress.

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

Start here

Connect JobProgress once, then ask.

Just link your account through the Vinkius dashboard. Your credentials stay encrypted and secure, and you can start chatting with your data right away.

Connect JobProgress to your AI

FAQ

How this task behaves.

  • 01

    Can the AI send the proposals for me?

    No. The AI can only read your estimates and proposals. You still have to send the actual documents through JobProgress.

  • 02

    Can the AI change the price on an estimate?

    No. This MCP only has permission to list your data. It cannot edit, delete, or create new records in JobProgress.

  • 03

    Does the AI see my whole customer list?

    It only sees the data it retrieves through the list_estimates and list_proposals tools when you ask it to.

  • 04

    How does it know which deals are 'stale'?

    It looks at the timestamps provided by the JobProgress tools and compares them to today's date based on your instructions.

  • 05

    Can I use this with any AI client?

    Yes, as long as you are using an MCP-compatible client like Claude, Cursor, or Windsurf.

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

Connect JobProgress to Claude, Cursor, ChatGPT & more