# Funil de Vendas MCP MCP > Funil de Vendas lets you manage your entire sales pipeline, track deals, and log every activity directly through your AI agent. It connects to your CRM to register new leads, find specific opportunities across multiple funnels, and update follow-up tasks without logging into the platform. ## Overview - **Category:** productivity - **Price:** Free - **Tags:** sales-pipeline, lead-generation, crm, opportunity-tracking, sales-activities, funnel-management ## Description When you work with a lot of different data sources, staying in one place is tough. This MCP gives your AI client direct access to your sales pipeline—everything from initial lead entry to final deal closure. You can ask it to check on specific opportunities or find out which funnels are active right now. Need to log that follow-up call you just had? Just tell the agent, and it handles creating the activity record for you. This centralized view means your team stays focused on selling, not switching tabs. Because Vinkius hosts this MCP in its catalog, connecting is simple: you connect once from any compatible AI client, and you get full access to managing your sales data. ## Tools ### check_crm_api_health Verifies that the connection between your AI client and the CRM is active and working. ### create_crm_activity Adds a new follow-up task or activity record to an existing deal based on its ID and subject. ### create_new_deal_lead Registers a brand new lead or opportunity using data provided, typically from a form submission. ### list_crm_activities Retrieves and displays a list of all past and scheduled activities and tasks in the CRM. ### list_crm_custom_fields Shows you what custom data fields your CRM has set up for tracking specific information. ### list_sales_funnels Shows all the configured sales methodologies (funnels) used by your company in the CRM. ### list_loss_motives Provides a catalogue of reasons why deals were lost, helping track sales patterns. ### list_crm_opportunities Lists all sales deals, allowing you to filter them by date range, funnel code, or text search terms. ### list_lead_origins Displays a list of the original sources where leads came from (e.g., Google, Facebook). ### list_crm_products List registered products/services ### list_sales_vendors Lists all user accounts or vendors within the CRM system. ### update_crm_activity Changes details on an activity or task that already exists in the CRM record. ## Prompt Examples **Prompt:** ``` List my active sales funnels in Funil de Vendas. ``` **Response:** ``` I've found 2 active sales funnels: 'Direct Sales' (ID: 101) and 'Referral Funnel' (ID: 102). Would you like to see opportunities from any of these? ``` **Prompt:** ``` Register a new lead: John Doe, john@example.com, subject 'Interested in Enterprise Plan'. ``` **Response:** ``` Done! I've registered John Doe as a new lead in your CRM with the subject 'Interested in Enterprise Plan'. ``` **Prompt:** ``` Show my recent follow-up activities. ``` **Response:** ``` I've retrieved your recent activities. You have 3 tasks completed and 2 upcoming follow-up calls scheduled for today. ``` ## Capabilities ### Search and list opportunities Find all current or past deals by filtering criteria like date range or specific funnels. ### Register new leads and opportunities Automatically add fresh contact information, turning raw data into a formal lead record in the CRM. ### Log follow-up tasks and activities Create, view, or adjust any required sales interaction or reminder task tied to a specific deal. ### View reference data Access foundational CRM information like product catalogs, lead sources, and user accounts. ## Use Cases ### Logging an immediate follow-up call A rep just finished a meeting. Instead of logging into Funil de Vendas, they prompt their agent: 'Log a follow-up call for Deal 123; the subject is pricing discussion.' The agent uses create_crm_activity to record it instantly. ### Auditing pipeline bottlenecks A sales manager needs to check if any deals stalled in a specific stage. They ask the agent to list_crm_opportunities, filtering by the 'Negotiation' funnel code and checking for opportunities older than 30 days. ### Onboarding new marketing leads Marketing gets a batch of names from an event. They prompt the agent to use create_new_deal_lead, feeding in the name, email, and source origin, making sure the lead starts in the correct funnel. ### Verifying system access Before a major campaign launch, an admin needs to confirm connectivity. They run check_crm_api_health to ensure all data calls will work when needed. ## Benefits - Don't waste time looking up deal status. You can use list_crm_opportunities to immediately pull a filtered list of all current prospects by funnel code or date range. - Stop manual data entry for new clients. Use create_new_deal_lead to capture fresh lead information and put it directly into the CRM with a single prompt. - Keep your records clean. You can use create_crm_activity or update_crm_activity to log every follow-up call or meeting note against an opportunity ID, keeping history accurate. - Understand where leads come from. By using list_lead_origins, you instantly see if the source was Google or a specific referral channel, helping marketing target better. - Get a full picture of your setup. You can use list_sales_funnels and list_crm_products to understand exactly what sales stages and services are tracked in the system. ## How It Works The bottom line is you talk to your AI client, and it talks directly to your CRM for you. 1. Subscribe to this MCP and provide your Funil de Vendas account credentials. 2. Your AI client authenticates the connection, granting access to all sales data tools. 3. You prompt your agent with a natural language request (e.g., 'List opportunities in the Referral Funnel'), and it executes the action using the available tools. ## Frequently Asked Questions **How do I list all my sales funnels in Funil de Vendas?** You use list_sales_funnels to see every configured funnel. This shows you the full range of methodologies tracked by your company. **Can I add a new lead using create_new_deal_lead?** Yes, that's exactly what it's for. It takes raw data—like a name and email—and registers them as a clean lead or opportunity record in the CRM. **What if I need to update an existing activity? Do I use update_crm_activity?** Yes, you call update_crm_activity when you need to modify details on a task that already exists. You must provide the specific ID and what needs changing. **How do I check if my CRM connection is working right now? Use check_crm_api_health.** You run check_crm_api_health to verify connectivity instantly. This confirms that the MCP has live access and can talk to your backend. **I need to filter my deals by date or funnel code; how do I use list_crm_opportunities?** You can narrow down your view using `list_crm_opportunities`. This tool lets you search across multiple funnels and deal statuses, so you don't have to sift through every record manually. You simply pass specific filters like the date range or funnel ID to get a targeted list of active deals. **I want to know what custom data fields exist in my CRM; should I use list_crm_custom_fields?** Yes, `list_crm_custom_fields` provides the schema overview. It lists every defined custom field available in your Funil de Vendas instance. This is essential before trying to log or read data that might be stored in a unique spot. **How can I find out where a lead originated from? Do I need list_lead_origins?** Use `list_lead_origins` to see all recognized sources for incoming leads. This tool lists categories like Google, Referral, or Facebook so you know exactly how to categorize the source data when registering new contacts. **I need a master list of our products and services before logging any deals; what do I use?** `list_crm_products` retrieves your full catalog of registered products. This allows your AI agent to accurately pull the correct product names and service IDs when you are creating or updating deal records. **Where do I get my login credentials?** Use the same Email and Password you use to log in to your [**Funil de Vendas**](https://app.funildevendas.com.br/) account. **Can the agent move deals between stages?** Yes, by using the `update_crm_activity` or lead entry tools, the agent can interact with the status and progress of your opportunities. **Is it possible to list all sales funnels?** Absolutely. The `list_sales_funnels` tool retrieves all methodologies configured in your account along with their unique codes.