• STUCK DEALS
  • OWNERSHIP
  • DETAILS
  • HUMAN ACTION

How to audit pipeline stages with your AI

Connect Pipedrive to your AI client once. From there, you can interrogate your sales funnel and find exactly where deals are stalling.

Ask AI about this page

Short answer

How can I audit my pipeline stages using AI?

Your AI uses Pipedrive tools to list every deal in a specific stage and pull their details. You'll get a clear view of which deals are stuck and who is responsible for them.

Where every issue lands.

The audit outcomes

Running this task gives you three specific ways to look at your sales health.

STUCK DEALS

Identify bottlenecks

The AI lists every deal in a chosen stage. You'll see exactly which opportunities are sitting idle too long.

OWNERSHIP

Check participant roles

The AI identifies who is assigned to each deal. You'll know which reps have too much on their plate.

DETAILS

Deep dive into deals

The AI pulls specific deal data to show you the value and status of stalled opportunities.

HUMAN ACTION

Manual follow-up

The AI provides the list, but you decide which deals need a phone call or a personalized email to move forward.

The workflow

What your AI does when you ask for an audit.

The AI moves through your Pipedrive data to build a complete picture of a specific stage.

  1. Isolate the stage

    The AI finds all deals currently sitting in the specific pipeline stage you named.

    pd_deals_by_stage

  2. Gather deal data

    It pulls the core information for each identified deal to provide context on value and status.

    pd_get_deal

  3. Identify stakeholders

    The AI looks up the people attached to those deals to see who is managing them.

    pd_deal_participants

  4. Report findings

    Your agent organizes this data into a list or a summary that highlights the bottlenecks.

    pd_deals_by_stage

Try it

Copy these to start.

Use these prompts to begin your audit immediately.

Starting points

Swap the bracketed text for your actual Pipedrive stage names or deal IDs.

Pipedrive Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_9vhnCGpRtynmq3N3uxaFm68UZemXVHYTMlt6fbch/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 — Pipedrive capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "pipedrive-deals-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_9vhnCGpRtynmq3N3uxaFm68UZemXVHYTMlt6fbch/mcp"
    }
  }
}
Copy into chat04

  • List every deal currently in the 'Negotiation' stage in Pipedrive.

  • Show me all deals in the 'Discovery' stage and tell me who the participants are for each.

  • Which deals in my 'Proposal Sent' stage have been sitting there the longest?

  • Get the details for deal ID 12345 and tell me who is assigned to it.

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

Start here

Connect Pipedrive Deals once, then ask.

You only need to link your account once. Your credentials stay encrypted, and you can immediately start asking questions about your deals in any MCP-compatible client.

Connect Pipedrive Deals to your AI

FAQ

How this task behaves

  • 01

    Can the AI move deals to a different stage for me?

    No. The AI can only read and list deal data. You must move deals manually in Pipedrive.

  • 02

    Will the AI delete any of my deals?

    No. This Connector only has tools to read deal information, not to delete or modify it.

  • 03

    Can I see the names of the people assigned to a deal?

    Yes. The AI can pull participant information for any deal it finds.

  • 04

    Does the AI know the total value of the deals in a stage?

    Yes. Once the AI pulls the deal details, it can calculate or list the values for you.

  • 05

    Can the AI send emails to the deal participants?

    No. The AI can identify who the participants are, but it cannot send messages or emails through Pipedrive.

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

Connect Pipedrive to Claude, Cursor, ChatGPT & more