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Someone asks what you will close this quarter and you either lowball it defensively or give an optimistic number pulled from thin air. A real forecast means weighting every open deal by stage and probability — a spreadsheet exercise you never sit down and do. Connect Claude to Klipy and it reads your actual deals and builds the projection.

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Example prompt

Copy this into Claude once it is connected to Klipy:

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What happens

1

Claude resolves your pipeline

Claude calls list_pipelines to get your pipelines and their stages — the structure a weighted forecast is built on.
2

It reads the deals

Claude calls list_crm_records for the deal type in each pipeline, reading each deal’s value, confidence, stage, and projectedCloseDate, and uses stage to tell open deals from closed ones.
3

It builds the projection

Claude weights the deals by stage and confidence and reasons out best, likely, and worst scenarios from the real numbers — then reports them back to you. This is read-only; nothing is written to your CRM.
The whole workflow reads data and reasons over it, so it consumes no tokens.

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Good to know

  • Forecast quality depends on populated deals. value, confidence, and projectedCloseDate are real fields on every deal — but they are optional. If your deals do not carry a value or a confidence, the forecast has less to weight, and the result is only as good as what you have filled in. Keeping those fields current is what makes the projection trustworthy.
  • Deals are scoped to a pipeline. Listing deals requires a pipeline id, so Claude works pipeline by pipeline. If you run several, ask it to cover all of them or name the one you mean.
  • The scenarios are Claude’s reasoning, not a stored model. Klipy exposes the deal data; the best/likely/worst split is Claude weighting it. Two runs can phrase the split differently — treat it as a grounded estimate, not a fixed system number.

Cold deal outreach

Act on the stalled deals the forecast surfaces.

Ask your data

Ask follow-up questions about specific deals in the pipeline.

Tool reference

Every tool Claude can call, grouped by scope.
Last modified on July 30, 2026