• STAGNANT DEALS
  • PIPELINE VALUE
  • STAGE DISTRIBUTION
  • HUMAN ACTION

How to audit sales pipeline health with your AI

Connect Kylas to your AI client once. After that, you can pull live deal data and pipeline totals using simple chat commands.

Ask AI about this page

Short answer

How can I audit my sales pipeline with AI?

Your AI uses the Kylas MCP to pull live deal information and calculate total values. You get a clear view of your current stages and deal distribution through natural conversation. Here is how the data flows.

The outcomes.

What your audit reveals.

The AI processes your Kylas data to provide these specific insights.

STAGNANT DEALS

Identify stuck deals

The AI scans your current stages to find deals that haven't moved. You'll see exactly where momentum is stalling.

PIPELINE VALUE

Total deal worth

The AI sums up the value of all active deals. You get an instant snapshot of your total potential revenue.

STAGE DISTRIBUTION

Stage breakdown

The AI counts how many deals sit in each stage. This shows you if your pipeline is top-heavy or bottom-heavy.

HUMAN ACTION

Manual follow-ups

The AI identifies the specific deals needing attention. You decide which clients to call or email based on these findings.

The workflow

What your AI does when the data arrives.

The AI acts as a bridge between your chat interface and your Kylas account.

  1. Fetch deal data

    The AI reaches into Kylas to grab a list of all your current opportunities.

    list_deals

  2. Analyze stages

    The AI looks at the stage field for every deal it just retrieved.

    list_deals

  3. Calculate totals

    The AI adds up the monetary values of the deals found in the list.

    list_deals

  4. Report findings

    The AI presents the summarized numbers and stage counts directly in your chat window.

    list_deals

Try it

Copy these to start.

Paste these directly into your AI client to begin your audit.

Starting points

These are basic ways to start. Swap out specific stage names or deal owners to get more precise results.

Kylas Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_RgvoQ5AS9kf2V0vgEtjqSiy6yn8CTfbHZ6Mq5lzJ/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 — Kylas capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "kylas-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_RgvoQ5AS9kf2V0vgEtjqSiy6yn8CTfbHZ6Mq5lzJ/mcp"
    }
  }
}
Copy into chat04

  • List all my active deals in Kylas.

  • What is the total value of deals in the 'Negotiation' stage?

  • Show me all deals owned by Sarah in my pipeline.

  • How many deals do I have in the 'Discovery' stage right now?

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

Start here

Connect Kylas once, then ask.

Click the link to connect your account. Your login stays encrypted on our side, and you can immediately start asking questions in your preferred AI client.

Connect Kylas to your AI

FAQ

How the audit behaves

  • 01

    Can the AI change deal stages for me?

    No. The AI can only read deal data using the available tools. You must update stages manually in Kylas.

  • 02

    Does the AI delete any of my data?

    No. This MCP only has permission to read information. It cannot delete or modify your records.

  • 03

    Can I ask about specific deal owners?

    Yes. As long as that information is part of the deal record, your AI can filter and report on it.

  • 04

    Is the pipeline value real-time?

    Yes. The AI pulls the data from Kylas at the moment you ask the question.

  • 05

    Can the AI send emails to my prospects?

    No. The current tools only allow the AI to list and read deal information.

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

Connect Kylas to Claude, Cursor, ChatGPT & more