• PIPELINES
  • STAGES
  • LEADS
  • HUMAN

How to monitor sales pipelines with your AI

Connect Spotio to your agent to pull live sales data through chat. You'll get instant visibility into your funnel without opening a dashboard.

Ask AI about this page

Short answer

How can I check my sales stages and pipeline status with AI?

Your agent uses Spotio tools to pull your current pipelines, specific stage counts, and lead details. You get a clear view of where deals are sitting and which prospects need follow-up.

Pipeline visibility.

Where your data lands.

Your agent pulls the raw data so you can interpret the status of your sales cycle.

PIPELINES

View all pipelines

The agent lists every active pipeline in your account. You'll see exactly what sales structures you have running.

STAGES

Check stage counts

The agent pulls the specific stages for a selected pipeline. This shows you how many deals are in each part of the funnel.

LEADS

Find specific leads

The agent retrieves lead information from your pipelines. You can quickly identify who is at which stage.

HUMAN

Take manual action

The agent provides the data, but you still handle the actual sales calls and manual updates in Spotio.

The workflow

What your AI does when you ask for updates.

The agent acts as a direct interface for your Spotio data.

  1. List pipelines

    The agent identifies which sales pipelines exist in your account to set the context for your request.

    list_pipelines

  2. Identify stages

    The agent looks up the specific stages within a pipeline to understand how deals move through your process.

    list_pipeline_stages

  3. Retrieve leads

    The agent pulls the lead records associated with your chosen pipeline or stage.

    list_leads

  4. Summarize status

    The agent uses the gathered lead and stage data to answer your specific questions about pipeline health.

    list_leads

Try it

Copy these to start.

Use these prompts to get your first updates from Spotio.

Starting points

These are starting points. Swap out the pipeline names or stage names with your actual Spotio data.

Spotio Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_prJJIwjrPPK0z9VL4PVND4OMVu4uDpVVA2hc9aJq/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 — Spotio capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "spotio-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_prJJIwjrPPK0z9VL4PVND4OMVu4uDpVVA2hc9aJq/mcp"
    }
  }
}
Copy into chat04

  • Show me all my active sales pipelines in Spotio.

  • What are the stages in my 'Direct Sales' pipeline?

  • List the leads currently in the 'Discovery' stage.

  • How many leads are in my 'Mid-Market' pipeline?

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

Start here

Connect Spotio once, then ask.

Link your account once to give your agent access. Your login stays encrypted, and you can start querying your data immediately.

Connect Spotio to your AI

FAQ

How this task behaves.

  • 01

    Can the AI move a lead to a new stage?

    No. The agent can only read and list data. You must move leads manually in Spotio.

  • 02

    Can the AI delete leads or pipelines?

    No. The agent has no tools to delete or modify any records in your account.

  • 03

    Can I see lead contact info through the AI?

    Yes. The agent can pull lead details from your pipelines when you ask for them.

  • 04

    Does the AI work with all my Spotio pipelines?

    Yes. The agent can see any pipeline you have access to in your Spotio account.

  • 05

    Can the AI create new leads for me?

    No. The agent is limited to reading existing pipeline and lead data.

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

Connect Spotio to Claude, Cursor, ChatGPT & more