• REVENUE
  • HEALTH
  • DETAILS
  • HUMAN

How to audit your sales pipeline with your AI

Connect Sellsy to your AI client once. From there, you can run revenue projections and deal audits through a simple chat interface.

Ask AI about this page

Short answer

How can I audit my sales pipeline with AI?

Your AI pulls active deals from Sellsy to calculate your total projected revenue. You get a clear view of your pipeline health and expected cash flow. Here is how the data moves.

Pipeline audit outcomes.

What you get from the audit.

The AI processes your Sellsy data to produce these specific results.

REVENUE

Total projected revenue

The AI sums the value of every open deal. You get a single number representing your expected incoming cash.

HEALTH

Pipeline gap analysis

The AI identifies deals that haven't moved. It flags stagnant opportunities that need your attention.

DETAILS

Individual deal breakdowns

The AI pulls specific details for any single deal you ask about. You can drill down into specific stages or values.

HUMAN

Manual intervention needed

The AI identifies which deals look risky. You decide whether to push those deals forward or write them off.

The workflow

What your AI does when the request arrives.

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

  1. Fetch active deals

    The AI scans your Sellsy account to find all deals currently in progress.

    list_deals

  2. Inspect specific deals

    To get a deeper look at a particular opportunity, the AI pulls the full record for that specific entry.

    get_deal

  3. Calculate totals

    The AI sums the projected values from the retrieved deal list to give you a total revenue figure.

    list_deals

  4. Identify risks

    The AI compares deal stages and values to highlight where your revenue might be at risk.

    get_deallist_deals

Try it

Copy these to start.

Use these prompts to trigger the audit immediately.

Starting points

These are starting points. Swap out the specific deal names or stages to match your actual Sellsy setup.

Sellsy CRM Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_8lecCIoDrZlj3HwbnOvR9aW2lxuxATX8287LHybv/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 — Sellsy CRM capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "sellsy-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_8lecCIoDrZlj3HwbnOvR9aW2lxuxATX8287LHybv/mcp"
    }
  }
}
Copy into chat04

  • Calculate the total projected revenue from all my active deals in Sellsy.

  • List all my deals in the 'Negotiation' stage and tell me their total value.

  • Check the details for the 'Acme Corp' deal and tell me if the value looks correct.

  • Which deals in my pipeline have no recent activity?

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

Start here

Connect Sellsy once, then ask.

Just follow the link to connect your account. Your credentials stay encrypted, and you can start auditing immediately in your preferred AI client.

Connect Sellsy to your AI

FAQ

How this task behaves.

  • 01

    Can the AI change deal values in Sellsy?

    No. The AI can only read deal data. You must make any changes to deal amounts or stages directly in Sellsy.

  • 02

    Does the AI delete any of my pipeline data?

    No. The AI has no capability to delete records or remove deals from your pipeline.

  • 03

    Can I ask for revenue by specific sales rep?

    Yes, as long as that data is present in the deal records the AI pulls.

  • 04

    Will the AI automatically update my CRM?

    No. The AI is for analysis and auditing. It does not write data back to Sellsy.

  • 05

    How does the AI know which deals are 'active'?

    The AI uses the deal list provided by Sellsy. It identifies active deals based on the stages and status you specify in your prompt.

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

Connect Sellsy CRM to Claude, Cursor, ChatGPT & more