• STALLED DEALS
  • FORECAST GAPS
  • DATA ERRORS
  • HUMAN REVIEW

How to audit pipeline health with your AI

Connect Onpipeline to your agent to get instant breakdowns of deal stages and forecasting data. Once connected, your agent handles the data gathering for you.

Ask AI about this page

Short answer

How can I use AI to audit my sales pipeline?

Your agent uses Onpipeline to scan your pipelines, list all active deals, and pull specific deal details. It identifies stalled stages and forecasting discrepancies so you can see exactly where your revenue stands.

Audit outcomes

Where your findings land.

The agent organizes its analysis into clear categories for you to act on.

STALLED DEALS

Identify stuck deals

The AI flags deals that haven't moved stages in a set amount of time. You get a list of specific deals that need immediate attention.

FORECAST GAPS

Spot revenue errors

The agent compares deal values against stage probabilities. It highlights where your projected revenue looks unrealistic based on current data.

DATA ERRORS

Find missing info

The AI looks for deals missing critical fields or close dates. You get a list of records that need cleaning to keep your reporting accurate.

HUMAN REVIEW

Make the call

The AI provides the data and the logic it used. You decide which deals to push forward or which forecasts to adjust.

The workflow

What your AI does when the audit starts.

The agent moves from high-level pipeline views to specific deal records to build its report.

  1. Map pipelines

    The agent identifies all available sales pipelines to understand your current organizational structure.

    list_pipelines

  2. Scan deals

    It pulls a complete list of all active deals across those pipelines to assess the total volume.

    list_crm_deals

  3. Deep dive

    The agent inspects individual deal records to find specific issues like missing dates or stalled stages.

    get_deal_details

  4. Summarize health

    The agent uses the gathered deal information to generate a summary of your pipeline health.

    list_crm_deals

Try it

Copy these to start.

Paste these into your chat to begin your audit.

Starting points

These are opening lines. Replace the bracketed text with your actual pipeline or deal names.

Onpipeline Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_yU7dZPDVfQTuY2NqP2UJKzjjNUL7lhvZf8ibv5OB/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 — Onpipeline capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "onpipeline-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_yU7dZPDVfQTuY2NqP2UJKzjjNUL7lhvZf8ibv5OB/mcp"
    }
  }
}
Copy into chat04

  • Audit my [Pipeline Name] pipeline and find any deals that have been stuck in the same stage for over two weeks.

  • List all deals in my [Pipeline Name] pipeline that have a close date in the past.

  • Check the details for the [Deal Name] deal and tell me if the current stage matches our sales process.

  • Give me a breakdown of the total deal value in my [Pipeline Name] pipeline by stage.

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

Start here

Connect Onpipeline once, then ask.

Click the link to connect. Your login stays encrypted on our side, and you can start auditing immediately.

Connect Onpipeline to your AI

FAQ

How the audit works

  • 01

    Can the AI update my CRM data?

    No. The AI can only read data using the available tools. You must make all changes manually in your CRM.

  • 02

    Can the AI delete deals?

    No. There are no tools provided to delete or modify records, so the AI cannot remove any data.

  • 03

    Does it see all my pipelines?

    Yes, the agent can see any pipeline it can access via the list_pipelines tool.

  • 04

    How does it find stalled deals?

    It looks at the deal data and compares the current stage against the history of the deal to see how long it has been sitting.

  • 05

    Which AI clients can I use this with?

    You can use this with any MCP-compatible client, including Claude, Cursor, and Windsurf.

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

Connect Onpipeline to Claude, Cursor, ChatGPT & more