Pipeline tools

Discover pipeline views and review opportunities, warnings, activity, configured CRM fields, and Deal or Account Framework assessments.

#Availability

This group can be enabled from the Configure section on the Bigmind MCP integration page.

#Scopes

• tools.pipeline.read for read tools.
• tools.pipeline.write for write tools. Write access also grants read access for this group.

#Tools

• getPipelineStageSummary — Get pipeline stage summary (read)

  Get deal count and total amount per stage. Optionally filter by Bigmind user IDs and/or year/quarter.

  Scopes: tools.default.read, tools.crm.read, tools.pipeline.read

• getWarningsForDeals — Get warnings for deals (read)

  Look up active stored risks/warnings for a list of deals (opportunity IDs). Returns per-deal warnings with severity, warning text, reasoning, lifecycle status, stable identity, and observation/checkpoint timestamps. Use after listing opportunities to identify which deals are at risk.

  Scopes: tools.default.read, tools.crm.read, tools.pipeline.read

• groupPipelineView — Group pipeline view (read)

  Group opportunities in an active pipeline view by stage, owner, or a custom deal/account CRM field activated on that view. Returns deal and amount totals plus warning totals per group.

  Scopes: tools.default.read, tools.crm.read, tools.pipeline.read

• listOpportunitiesForDirectReports — List opportunities for direct reports (read)

  List opportunities owned by the direct reports of a user (one level down). Defaults to the current user when userId is omitted. Omit stage for all stages.

  Scopes: tools.default.read, tools.crm.read, tools.pipeline.read

• listOpportunitiesForEventuals — List opportunities for eventuals (read)

  List opportunities owned by all reports of a user (full org tree, up to 5 levels). Defaults to the current user when userId is omitted. Omit stage for all stages.

  Scopes: tools.default.read, tools.crm.read, tools.pipeline.read

• listOpportunitiesForUser — List opportunities for user (read)

  List opportunities owned by a user. Defaults to the current (logged-in) user when userId is omitted. Optionally filter by year/quarter and stage (omit stage for all stages). Use the stage value from crm-pipeline-stages context.

  Scopes: tools.default.read, tools.crm.read, tools.pipeline.read

• listPipelineViews — List pipeline views (read)

  List active pipeline views for a user, exact user selection, team, or all permitted users. Returns the resolved default, stages, Default playbook, the Deal-only default Sales framework, ordered columns, selected Deal or Account framework assessment columns, configured Account signal columns, and groupable custom CRM fields.

  Scopes: tools.default.read, tools.crm.read, tools.pipeline.read

• queryPipelineView — Query pipeline view (read)

  Query opportunities exactly within an active pipeline view for a user, exact user selection, or hierarchical team scope. Returns totals, stage cards, paginated deals, warnings, activity, playbook compatibility data, configured CRM columns, configured recent Account signals, and frameworkAssessments for the default Deal framework plus selected Deal or associated Account framework columns.

  Scopes: tools.default.read, tools.crm.read, tools.pipeline.read