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Read-onlyPipelinesMCP tool

pipeline_records_list

List pipeline records with filtering.

List pipeline records with filtering. Use to browse a pipeline or find record IDs before get/update/move operations. Filter by stage, care status, priority, source, or search by name/email/title. Returns records with contact info and stage details.

Parameters#

ParameterTypeRequiredDescription
pipeline_type_idstringNoFilter by pipeline type · Format: UUID
stage_keystringNoFilter by stage key (e.g., "lead", "demo", "trial")
care_statusenumNoFilter by care status · One of: no_status, cared, needs_care, didnt_care
priorityenumNoFilter by priority level · One of: low, medium, high, urgent
sourcestringNoFilter by source
searchstringNoSearch by contact name, email, or record title
is_archivedbooleanNoInclude archived records (default: false)
pageintegerNoPage number (default: 1) · Min: 1
limitintegerNoResults per page (default: 25) · Max: 100 · Min: 1
sort_byenumNoSort field · One of: created_at, updated_at, estimated_ltv, expected_close_date, priority
sort_orderenumNoSort direction · One of: asc, desc

Example prompts#

  • "List everyone sitting in the demo stage of my pipeline right now."
  • "Show urgent pipeline records that still need care, sorted by expected close date."

Safety#

Read-only. This tool never changes your data — it only looks things up. Safe to run anytime.