Pipelines

Config-driven pipeline engine: overview, record management, stage moves, and batch stage operations.

Tools (15)#

Tool	Type	What it does
`pipeline_overview`	Read-only	Get pipeline counts grouped by industry vertical for the current user.
`pipeline_types_list`	Read-only	List available pipeline types for the current user based on their role.
`pipeline_stages_list`	Read-only	Get the ordered stages (funnel) for a specific pipeline type.
`pipeline_records_create`	Creates data	Create a new pipeline record.
`pipeline_records_list`	Read-only	List pipeline records with filtering.
`pipeline_records_get`	Read-only	Get a single pipeline record by ID with full details including contact info, current stage, pipeline type, and stage-specific fields.
`pipeline_records_update`	Updates data	Update a pipeline record's fields — title, source, estimated_ltv, priority, notes, tags, record_data, and more.
`pipeline_records_move_stage`	Updates data	Move a pipeline record to a new stage.
`pipeline_records_delete`	Irreversible	Delete a pipeline record.
`pipeline_records_archive`	Updates data	Archive a pipeline record to hide it from default views without deleting it.
`pipeline_records_restore`	Updates data	Restore an archived pipeline record back to active status.
`pipeline_records_stats`	Read-only	Get pipeline statistics: funnel counts per stage, total LTV, total revenue, conversion rate, records needing follow-up, and records expiring soon.
`pipeline_record_activities`	Read-only	Get the activity history for a pipeline record — stage changes, notes, calls, meetings, and other logged activities in reverse chronological order.
`pipeline_record_log_activity`	Logs activity	Log an activity on a pipeline record.
`pipeline_records_batch_stage`	Bulk changes	Move multiple pipeline records to the same stage.