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manage_whatsapp_pipelines

Comprehensive sales pipeline management tool for the WhatsApp sales funnel (CRM). A pipeline is a sales board: an ordered list of stages that deals move through, optionally fed by specific WhatsApp numbers. Use it to set up sales boards, inspect their configuration and read their headline numbers.

Available actions:

  • list: Retrieve all sales pipelines of the account, optionally only those fed by one device

  • get: Retrieve a single pipeline with its full stage configuration

  • create: Create a new pipeline with stages, entry rules and behaviour settings

  • update: Update pipeline properties, stages, lost reasons or settings

  • delete: Remove a pipeline (refused with 409 while it still holds open deals)

  • summary: Per-stage deal counts and open amount totals for the board, plus won and lost totals for the last 30 days

Stage ordering matters: a pipeline requires at least one open, one won and one lost stage, and the won and lost stages must come AFTER all the open ones, because a deal advances to the next open stage by position. When no stages are supplied on create, a sensible default ladder is seeded.

Note: the sales funnel is available on the Platform Professional subscription and above. Write operations answer 403 on a plan without it, while reads stay available so an account that downgrades keeps access to its funnel data.

Input Schema

NameRequiredDescriptionDefault
iconNoPipeline icon identifier. Defaults to funnel-dollar
nameNoPipeline name (required for create action)
colorNoPipeline color name used for quick identification
entryNoEntry rule configuration: how chats enter this pipeline
actionYesAction to perform on WhatsApp sales pipelines
deviceNoWhatsApp device ID: only return pipelines fed by this device (for list action)
stagesNoPipeline stages, in order. At least one open, one won and one lost stage are required, and the won and lost stages must come after all the open ones
devicesNoWhatsApp device IDs that feed this pipeline. An empty array means all the account devices
currencyNoISO 4217 currency code for deal amounts. Defaults to the account currency; on update, pass null to clear it back to that default
settingsNoPipeline behaviour settings
pipelineIdNoPipeline ID (required for get, update, delete and summary actions)
descriptionNoPipeline description
lostReasonsNoPreset lost reasons offered when a deal is lost
confirmDeletionNoConfirm pipeline deletion (required for delete action)

Schema Changelog

Changes observed during successful MCP inspections.

No schema history has been recorded yet.

TDQS

A4.2/5.0
Behavior4/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

No annotations are supplied, so the description carries the full burden, and it does substantial work: the 409 refusal condition on delete, the requirement of at least one open/won/lost stage with won and lost after all open stages, default-stage seeding on create, and the Professional-plan gating that makes writes 403 while reads stay open. It does not describe list pagination or result ordering, which are the remaining behavioral gaps for a no-annotation tool.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness5/5

Is the description appropriately sized, front-loaded, and free of redundancy?

Front-loaded with the domain definition before any action list, then a scannable per-action bullet block, then two short 'note' paragraphs for constraints and plan gating. Every sentence carries information an agent needs; nothing is padding, despite the length the six-action surface requires.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness4/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

With 14 parameters, nested objects, no annotations and no output schema, the definition still covers the high-risk behaviors an agent needs: destructive-delete precondition, plan-gating failure mode, and stage-ordering validity. It also summarizes what 'summary' returns (per-stage counts, open amounts, 30-day won/lost totals), compensating for the absent output schema. The list/get return shape and pagination behavior remain unspecified.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters3/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema description coverage is 100%, so the baseline of 3 applies: enum values, the 24-hex pipelineId pattern, stage constraints and the currency null-clears-to-account-default rule are all already documented in the schema. The description reinforces the ordering rule for the stages array and the 'fed by one device' meaning of the device filter, but adds little that is not already in the structured field descriptions.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description states a specific verb+resource ('sales pipeline management') and defines the domain concept ('a pipeline is a sales board: an ordered list of stages that deals move through'). It also implicitly separates itself from the sibling manage_whatsapp_deals: this tool manages the board, not the deals. The six enumerated actions remove any ambiguity about the scope of 'manage'.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines4/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

Each of the six actions is given a one-line explanation of what it does and, importantly, when it fails ('delete: refused with 409 while it still holds open deals'). The subscription note tells the agent when writes will 403 vs when reads still work, which is actionable usage guidance. It stops short of explicitly pointing at a sibling for per-deal work, which keeps it from a 5.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

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