MCP PROMPT · SALES & OPS

/manage-deal

Move a deal through the sales pipeline with proper stage updates.

01 · The flow

What the agent does, in order.

  1. 01 Call list_deals to find the dealId; filter by stage or owner if needed.
  2. 02 Confirm with the user: which stage to move to (e.g. "lead → qualified → proposal → won/lost").
  3. 03 Call update_deal_stage with dealId + newStage.
  4. 04 If moving to "won", optionally call create_invoice (when available) or create_task to schedule onboarding.
  5. 05 If moving to "lost", optionally call create_note with the loss reason for future analysis.
02 · Tools called

4 typed tools in sequence.

  • list_deals
  • update_deal_stage
  • create_invoice
  • create_note

Every tool ships with MCP annotations (title, readOnlyHint, destructiveHint, openWorldHint, idempotentHint). Clients can gate destructive calls before invoking. Full catalog: /server-card.json.

03 · Related

More sales & ops playbooks.

Try this in your agent.

Connect FavCRM to Cursor, Claude, ChatGPT, or any MCP client. Type /manage-deal in chat. Agent runs the steps in order.

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