Pipeline
Manage your sales pipeline: save entities, move them through statuses, tag them, add notes and owners — mirroring the app's pipeline board.
Every write action previews first: your assistant shows you what will change and only runs it once you confirm.
get_pipeline
Return the workspace pipeline rows.
Parameters
| Name | Type | Required | Description |
|---|---|---|---|
only_leads | boolean | No | Return only rows flagged as leads |
only_contacts | boolean | No | Return only rows flagged as contacts |
Returns
List of pipeline rows with entity, status, tags, notes, owners.
Example prompt
"What's in my pipeline right now?"
save_to_pipeline
Add an entity to the pipeline (upsert).
Parameters
| Name | Type | Required | Description |
|---|---|---|---|
entity_type | string | Yes | "Brand", "RightHolder", etc. |
entity_name | string | Yes | Entity name |
as_lead | boolean | No | Flag as a lead |
as_contact | boolean | No | Flag as a contact |
source_page | string | No | Where it was saved from |
Example prompt
"Add Red Bull to my pipeline as a lead"
set_pipeline_status
Move a pipeline row to a new status.
Parameters
| Name | Type | Required | Description |
|---|---|---|---|
entity_id | string | Yes | Pipeline row id |
status | string | Yes | e.g. "Contacted", "Qualified", "Won" |
set_entity_note
Replace the note on a pipeline row.
Parameters
| Name | Type | Required | Description |
|---|---|---|---|
entity_id | string | Yes | Pipeline row id |
note | string | Yes | Note text (replaces the existing note) |
add_entity_tag / remove_entity_tag
Add or remove a tag on a pipeline row.
Parameters
| Name | Type | Required | Description |
|---|---|---|---|
entity_id | string | Yes | Pipeline row id |
tag | string | Yes | Tag to add or remove |
save_as_lead / save_as_contact
Flag an existing pipeline row as a lead or a contact.
Parameters
| Name | Type | Required | Description |
|---|---|---|---|
entity_id | string | Yes | Pipeline row id |
add_entity_owner / remove_entity_owner
Assign or unassign a workspace member as owner of a pipeline row. Removing the last owner deletes the row.
Parameters
| Name | Type | Required | Description |
|---|---|---|---|
entity_id | string | Yes | Pipeline row id |
user_id | string | Yes | Workspace member id |
remove_from_pipeline
Remove an entity from the pipeline.
Parameters
| Name | Type | Required | Description |
|---|---|---|---|
entity_id | string | Yes | Pipeline row id |
reco_feedback
Send up/down feedback on a recommended brand — trains future recommendations. A downvote removes the brand from future suggestions.
Parameters
| Name | Type | Required | Description |
|---|---|---|---|
brand_id | string | Yes | The recommended brand |
verdict | string | Yes | "up" or "down" |
sub_sector | string | No | Optional context for the feedback signal |
Example prompt
"Not interested in that brand — don't recommend it again"