菜单
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.
默认使用会先检查来源的 Prompt；你也可以切换为直接命令，或下载本地副本。
决定是否安装前，请先阅读 SKILL.md，以及 SkillsMP 当前展示的配套文件。
用 Codex 或 Claude 帮你安装 复制这段 Prompt，粘贴到 Codex、Claude 或其他助手里，让它检查 Skill 页面并帮你完成安装。
直接命令不会经过审查 Prompt；运行前请先检查来源。
npx skills add https://github.com/patrickking67/connectwise-mcp --skill sales-pipeline命令会保持在同一行。复制前请横向滚动并检查完整内容。
想先保存到本地？可下载 SkillsMP 当前能够提供的文件。
Use for ConnectWise agreements, contracts, and invoicing — e.g. "what's Acme's agreement cover", "which agreements expire this quarter", "show unpaid invoices", "what are we billing this client monthly", "outstanding AR for Acme". Reviews managed-service contracts, their billed additions, and invoices.
Use for ConnectWise configurations — managed devices and assets — e.g. "what servers do we manage for Acme", "find the config with serial ABC123", "list workstations at this client", "what's the warranty on their firewall", "show all assets of type X". Searches and reports on tracked configurations.
Use when looking up or briefing on a ConnectWise company/client — e.g. "pull up Acme", "give me the rundown on this client", "what do we manage for them", "show everything for company X before my call". Assembles a 360° view: company, contacts, assets, agreements, and open work.
正在显示 SKILL.md
| 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 |
Give a salesperson or manager a clear read on the funnel and the follow-ups that move it.
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 peoplecw_search_opportunities conditions:
primarySalesRep/identifier="pking" and status/name="Open"expectedCloseDate < [2026-09-30T00:00:00Z] and status/name="Open"company/identifier="acme"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.
cw_search_activities conditions:
assignTo/identifier="pking" and status/name="Open"dateStart within the dayopportunity/id=<id> or company/identifier="acme"Use these for "what should I follow up on" — surface overdue and today's.
Read-first. Confirm before creating/updating opportunities or activities, and don't change stage or close deals unless explicitly asked.