• SUMMARY
  • DETAILS
  • REPORTS
  • HUMAN

How to track sales pipeline status with your AI

Connect Salesmate to your AI client once. After that, you just ask questions to get live updates on your deals.

Ask AI about this page

Short answer

How can I track my sales pipeline with AI?

You ask your AI for specific deal details or a high-level overview of your current stages. It pulls the data directly from Salesmate so you don't have to click through menus. You'll see exactly how much value is sitting in each stage of your funnel.

Pipeline outcomes

Where your data lands

Instead of digging through dashboards, you get direct answers about your revenue and deal progress.

SUMMARY

Pipeline snapshots

The AI looks at your entire funnel to tell you the total value of deals in specific stages. You get a clear view of your current pipeline health.

DETAILS

Individual deal deep-dives

Ask about a specific client or deal to see its current status. Your AI pulls the exact details for that single record.

REPORTS

Stage-based breakdowns

Get a list of every deal currently sitting in a particular stage. This helps you spot where deals are getting stuck.

HUMAN

Manual updates needed

The AI only reads and reports data. You still need to manually move deals between stages or change values in Salesmate yourself.

The workflow

What your AI does when you ask about deals.

The AI acts as a bridge between your chat interface and your Salesmate data.

  1. Scanning the pipeline

    When you ask for a broad overview, the AI pulls a full list of your active deals to see what's happening across the board.

    list_deals

  2. Finding specific deals

    If you ask about a specific account or deal name, the AI identifies the correct record from your list.

    list_deals

  3. Retrieving deal data

    Once the right deal is found, the AI pulls the specific stage and value for that individual record.

    get_deal

  4. Summarizing the status

    The AI takes the raw data it found and turns it into a plain English answer for you.

    get_deal

Try it

Copy these to start.

Use these prompts to test the connection immediately.

Starting points

These are just ideas. Swap out the names like 'Acme Corp' or 'Negotiation' with your actual deal names and stages.

Salesmate Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_EvrQ8LVdaFggKcq0xPqNFNTVSUv4GiZsKqJeHkNP/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 — Salesmate capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "salesmate-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_EvrQ8LVdaFggKcq0xPqNFNTVSUv4GiZsKqJeHkNP/mcp"
    }
  }
}
Copy into chat04

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

  • List all my open deals in Salesmate.

  • Give me a summary of the Acme Corp deal.

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

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

Start here

Connect Salesmate once, then ask.

Click the link to connect your account. Your credentials stay encrypted, and you can start chatting with your data immediately.

Connect Salesmate to your AI

FAQ

How the sales tracking works

  • 01

    Can the AI move a deal to a new stage for me?

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

  • 02

    Can the AI delete a deal if I ask it to?

    No. There are no tools provided to delete or remove records from your pipeline.

  • 03

    Does the AI see all my deals or just some?

    The AI can see any deal it can find using the list and get tools. If you have access to them in Salesmate, the AI can see them too.

  • 04

    Can I ask for the total value of my pipeline?

    Yes. The AI can pull your deal list and calculate the total value for you.

  • 05

    How does the AI know which deal I'm talking about?

    It uses the list of deals to match the names or IDs you mention in your chat.

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

Connect Salesmate to Claude, Cursor, ChatGPT & more