# Funil de Vendas MCP MCP > Funil de Vendas lets you manage your entire sales pipeline and CRM history through conversation. List, create, update, and analyze every deal stage—from initial lead contact to final contract. It gives your AI agent the power to track contacts, monitor company records, and keep your whole sales methodology running without leaving your chat window. ## Overview - **Category:** productivity - **Price:** Free - **Tags:** sales-funnel, pipeline-management, deal-tracking, crm, sales-methodology, lead-management ## Description Need to manage complex sales cycles? This MCP connects your Funil de Vendas account directly to any AI client, giving it full authority over your CRM workflows. Instead of digging through tabs or manually logging deals into spreadsheets, you just talk to your agent. You can tell it to find all opportunities in the 'Pilot Stage' and update their status instantly. It keeps track of people and companies, so when a new lead comes in, your agent knows exactly where they fit—whether as an individual contact or part of a larger corporation. By hosting this connector on Vinkius, you get access to powerful pipeline management tools alongside thousands of others, making it the central hub for all your sales operations. It's about getting control back; letting your AI act like a dedicated sales coordinator that never sleeps. ## Tools ### create_company Adds a brand new company record into your CRM database. ### create_opportunity Creates a new sales deal, allowing you to assign it value and a funnel stage immediately. ### create_person Adds a brand new individual contact profile to your system. ### get_account_info Retrieves general details and status information for the entire CRM account. ### get_opportunity Pulls all specific metadata and current status details for one single, existing opportunity. ### get_people_stats Calculates and retrieves aggregate statistics about your entire contact list. ### list_companies Provides a complete list of every registered company in your account. ### list_custom_fields Shows all the custom data fields you've set up to track niche business information. ### list_funnels Retrieves a list of your available sales methodologies and funnels. ### list_opportunities Lists every active sales opportunity in your pipeline so you can see the big picture. ### list_people Provides a complete list of all registered individual contacts. ### update_opportunity Changes an existing deal's status, value, or associated contact details. ## Prompt Examples **Prompt:** ``` List all my current sales opportunities in Funil de Vendas. ``` **Response:** ``` I've retrieved your active opportunities. You have 4 deals in progress, including 'Software Implementation' ($5,000) and 'Training Pack' ($1,200). Which one would you like to update? ``` **Prompt:** ``` Create a new opportunity 'Cloud Migration' with a value of 10000. ``` **Response:** ``` Opportunity created! 'Cloud Migration' has been added to your primary funnel with a value of $10,000. I've assigned it the ID 'opp_123'. Shall I add a contact to this deal? ``` **Prompt:** ``` Show me the list of available sales funnels. ``` **Response:** ``` Retrieving methodologies... You have 2 active funnels: 'Standard Sales Process' and 'Inbound Leads'. Each has its own stages and conversion tracking. Which one should we analyze? ``` ## Capabilities ### Manage People and Companies Build new contact records or list existing company profiles to maintain accurate relationship data. ### Track Deal Progress List all current sales opportunities and retrieve detailed information about any specific deal in the pipeline. ### Move Deals Through Funnels Update an opportunity's status, moving it from one stage of your sales methodology to the next. ### Get Account Overview Retrieve high-level statistics and account details about your entire contact base and pipeline health. ### Customize Data Storage View and manage custom fields so you can track unique, industry-specific data points for deals and contacts. ## Use Cases ### New Lead Intake and Qualification A sales rep meets a prospect. Instead of opening the CRM, typing in three tabs, and creating records, they ask their agent to 'Create person John Doe' and then immediately use 'create_opportunity' for the deal. The agent handles all linking automatically. ### Mid-Pipeline Deal Movement The Account Manager needs to move a client from 'Demo' to 'Proposal Sent.' They simply prompt the agent to 'update_opportunity' for that specific ID, changing the status and adding notes—no manual workflow changes needed. ### Auditing Team Performance The Sales Manager needs a quick health check. They ask the agent to 'get_people_stats' and 'list_opportunities' for last month, instantly seeing which team members have stale deals or who hasn't logged activity. ### Structuring New Data Fields The CEO realizes they need to track a new metric (e.g., regulatory compliance score). They use 'list_custom_fields' first, and then direct the agent to add that field across all future deals. ## Benefits - Stop logging deals manually. Instead, tell your agent to create a new opportunity or list all opportunities, saving you clicks and time. - Maintain clean data by using tools like create_person and create_company together. This ensures every deal (create_opportunity) is properly linked to people and companies. - Don't guess the funnel stage. Use list_funnels first, then update_opportunity with confidence, knowing exactly which methodologies your sales team uses. - Get a quick pulse on your books using get_people_stats or get_account_info. You don't need to run five different reports; you just ask for the numbers. - Keep track of niche data points that standard CRMs miss. Use list_custom_fields so your agent knows exactly where to store specific industry details on any deal. ## How It Works The bottom line is, your AI acts as a dedicated sales worker inside your existing Funil de Vendas account. 1. First, subscribe to this MCP on Vinkius. Next, grab your API Token and Email from the Funil de Vendas dashboard. 2. Then, connect your preferred AI client (like Cursor or Claude) using those credentials within your agent's settings. 3. Finally, you just talk to your agent naturally. It handles the data connection and executes the required actions against your live CRM. ## Frequently Asked Questions **How do I change a deal's stage using Funil de Vendas MCP?** You use the update_opportunity tool by asking your agent to move it. Just tell it which opportunity ID and what the new status should be, and it handles the transition for you. **Can I list all my leads using Funil de Vendas MCP?** Yes, use list_people to see every registered individual contact. You can also use list_companies if you need to see company-level records instead. **What is the best way to add a new client using Funil de Vendas MCP?** Start by creating the organization with create_company, then create_person for the main contact. Finally, use create_opportunity and link both IDs together so everything tracks correctly. **How often should I check Funil de Vendas MCP?** You can check it constantly. Since your agent is always connected to your live data via Vinkius, you get real-time insights on deal status and contact activity whenever you need them. **Does Funil de Vendas MCP track overall team performance?** Yes, use get_people_stats or list_opportunities to pull aggregate metrics. This gives sales managers an instant overview of how the entire pipeline is performing right now. **How does Funil de Vendas MCP handle specific data points using list_custom_fields?** It lets you see and manage every niche data point in your CRM. The agent lists all available custom fields, so you can tell it exactly which unique information to track for any contact or opportunity. **If I only need details on one deal, how do I use get_opportunity with Funil de Vendas MCP?** You pass the specific ID of the deal you want. The agent instantly pulls all associated metadata for that single opportunity, saving you from wading through irrelevant pipeline data. **Can Funil de Vendas MCP list multiple types of entities at once?** Yes, your agent can retrieve comprehensive lists by calling commands like list_companies or list_people. You'll get structured outputs for all registered organizations and individuals across your account. **How do I find my API Token in Funil de Vendas?** Log in to your account and navigate to the integration settings or profile section to generate and copy your unique API Token. **Can I list opportunities from a specific funnel?** Yes! Use the `list_opportunities` tool. You can also use `list_funnels` first to identify the correct methodology ID for filtering. **How do I add a new company to the CRM?** Use the `create_company` tool and provide the company name. The agent will confirm the creation and provide the unique company ID.