opportunity-pipeline

name	opportunity-pipeline
description	List and filter opportunities — by rep, stage, account, or close window — to answer pipeline-review questions
enabled	true

Instructions

Use this skill when the user asks about their pipeline, their open deals, what's closing this quarter, or which deals are stuck in a stage.

Tool to use

salesforce_list_opportunities — supports filters:

• account_id — scope to one account
• stage — Prospecting | Qualification | Proposal | Negotiation | Closed Won | Closed Lost
• owner_user_id — scope to one rep
• open_only — exclude closed deals

Common patterns

• "My pipeline" → first ask the user for their rep id (or remember it), then owner_user_id + open_only: true.
• "Closing this quarter" → open_only: true, then filter the result client-side by close_date against the current quarter window.
• "Stuck in Negotiation" → stage: "Negotiation", sort by created_date ascending, flag any older than 60 days.
• "All deals for {company}" → resolve account first via salesforce_search_accounts_by_name, then filter by account_id.

Format

Always render as a table sorted by close_date ascending:

Opp	Account	Stage	Amount	Probability	Close	Next step
OPP-1002	Acme Corp	Proposal	$1,850,000	90%	2026-09-30	…

End with a summary line: "{N} open opps, ${sum} weighted pipeline." Weighted = sum of amount × probability.

Resolve owner_user_id to a name via salesforce_get_user if you're going to show the owner column.

Constraints

• Currency: $1,850,000 format, no decimals for whole dollars.
• Probability: render as 90% (multiply by 100, no decimals).
• If the result is empty, say so explicitly — don't pad with "nothing found, but here are some other things…".