• NEW RECORD
  • DATA SYNC
  • TABLE VIEW
  • HUMAN REVIEW

How to manage deal pipelines with your AI

Connect Pitchly to your AI client once. After that, you can update your sales data just by talking to your agent.

Ask AI about this page

Short answer

How can I add deals to Pitchly using my AI?

You tell your AI about a new lead or opportunity, and it writes that information into your Pitchly tables. This keeps your pipeline updated without you ever having to log into the Pitchly web interface. You'll see how the data moves from your chat to your tables below.

The outcomes.

Where your deal data lands.

Your AI handles the data entry so your tables stay current.

NEW RECORD

Instant deal entry

The AI takes your description of a new lead and creates a new row in your tracking table. Your pipeline stays populated in real time.

DATA SYNC

Updated deal status

When a deal changes, tell your agent. It finds the right table and updates the specific record to match your conversation.

TABLE VIEW

Organized sales data

The AI uses your existing table structures to ensure every new opportunity is categorized correctly. Everything stays where you expect it.

HUMAN REVIEW

Final verification

The AI performs the technical entry, but you remain the owner of the data. You decide which details are accurate before moving to the next stage.

The workflow

What your AI does when a new lead arrives.

The AI acts as a bridge between your conversation and your Pitchly database.

  1. Find your tables

    The AI looks through your Pitchly account to identify which specific tracking tables you use for sales.

    list_tables

  2. Parse the details

    Your agent extracts names, company info, and deal values from your natural language message.

    list_tables

  3. Create the entry

    The AI writes the new opportunity into the correct column of your chosen table.

    create_record

  4. Confirm the update

    The AI tells you the record was successfully added so you can keep working.

    create_record

Try it

Copy these to start.

Use these prompts to begin managing your pipeline.

Starting points

These are basic starting lines. Swap out the company names and deal amounts with your actual data.

Pitchly Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_rIplRR1xUs8sKDHr7mMXoR6zKry1Y6wcnYjA6DbC/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 — Pitchly capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "pitchly-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_rIplRR1xUs8sKDHr7mMXoR6zKry1Y6wcnYjA6DbC/mcp"
    }
  }
}
Copy into chat04

  • Add a new deal to my Pitchly pipeline for Acme Corp worth $50,000.

  • Create a new opportunity in my sales table for a lead named Sarah Jenkins at Globex.

  • I just met with TechFlow; add them to my Pitchly tracking table as a high-priority lead.

  • Log a new $10,000 opportunity for the upcoming project with Delta Inc in my main table.

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

Start here

Connect Pitchly once, then ask.

Click the link to connect your account. Your credentials stay encrypted, and you can immediately start using these commands in your favorite AI client.

Connect Pitchly to your AI

FAQ

How this task behaves.

  • 01

    Can the AI delete old deals from my Pitchly tables?

    No. The AI can only list tables and create new records. It cannot delete or overwrite existing data.

  • 02

    Does the AI need me to open the Pitchly website to work?

    No. Once you connect the MCP, all actions happen through your AI client.

  • 03

    Can I update an existing deal's value?

    No. This specific setup only allows for creating new records. You'll need to use the Pitchly web app to edit existing entries.

  • 04

    How does the AI know which table to use?

    The AI uses the list_tables tool to see your available tables and then selects the one that matches your request.

  • 05

    Will my Pitchly login info be shared with the AI model?

    No. Vinkius manages the connection securely. Your AI client only interacts with the tools provided by the MCP.

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

Connect Pitchly to Claude, Cursor, ChatGPT & more