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Read-onlyPipelinesMCP tool

pipeline_records_stats

Get pipeline statistics: funnel counts per stage, total LTV, total revenue, conversion rate, records needing follow-up, and records expiring soon.

Get pipeline statistics: funnel counts per stage, total LTV, total revenue, conversion rate, records needing follow-up, and records expiring soon. Use to answer how a pipeline is doing or to decide where to focus follow-up. Returns the aggregate numbers only — use pipeline_records_list to see the underlying records.

Parameters#

ParameterTypeRequiredDescription
pipeline_type_idstringNoFilter stats by pipeline type · Format: UUID

Example prompts#

  • "What is my pipeline conversion rate and total LTV right now?"
  • "How many pipeline records need follow-up or are expiring soon?"

Safety#

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