Pipeline tools

Read pipeline opportunities, deal warnings, stages, ownership, and related account context.

#Availability

Opt into this group by adding ?tools=pipeline.read or ?tools=pipeline.write to the MCP server URL.

#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 stored risks/warnings for a list of deals (opportunity IDs). Returns per-deal warnings with severity, warning text, and reasoning. Use after listing opportunities to identify which deals are at risk.

  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