| name | Sales Pipeline |
| description | Use for ConnectWise sales — opportunities and activities — e.g. "what's in my pipeline", "show open opportunities closing this quarter", "what deals are stuck", "my sales activities for today", "pipeline value for Acme". Reviews and summarizes the sales funnel. |
| version | 0.1.0 |
ConnectWise Sales Pipeline
Give a salesperson or manager a clear read on the funnel and the follow-ups that move it.
Tools
cw_search_opportunities — deals by stage, rep, company, close datecw_search_activities — calls, meetings, and to-doscw_search_companies / cw_search_contacts — resolve accounts and people
Pipeline
cw_search_opportunities conditions:
- My open pipeline:
primarySalesRep/identifier="pking" and status/name="Open"
- Closing this quarter:
expectedCloseDate < [2026-09-30T00:00:00Z] and status/name="Open"
- For an account:
company/identifier="acme"
- A stage:
stage/name="Proposal"
Summarize: count and total value by stage, deals closing soon, and stalled deals (open with an old pipelineChangeDate / far-past expectedCloseDate). Lead with what needs attention.
Activities
cw_search_activities conditions:
- Mine, open:
assignTo/identifier="pking" and status/name="Open"
- Today: filter
dateStart within the day
- For a deal/account:
opportunity/id=<id> or company/identifier="acme"
Use these for "what should I follow up on" — surface overdue and today's.
Tips
- "What's stuck" = open opportunities with no recent stage movement; pair with the account's last activity.
- Run opportunity + activity queries in parallel for a rep's daily briefing.
Guardrails
Read-first. Confirm before creating/updating opportunities or activities, and don't change stage or close deals unless explicitly asked.
