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Hammad-Tariq007

bd-crm-analytics

Server Configuration

Describes the environment variables required to run the server.

NameRequiredDescriptionDefault
PROJECT_IDYesThe UUID of the BD Leads project.
CRM_BASE_URLYesThe base URL of the CRM (no trailing slash).
CRM_API_TOKENYesPersonal Access Token for the CRM API.
WORKSPACE_SLUGYesThe workspace slug from the CRM URL.

Capabilities

Features and capabilities supported by this server

CapabilityDetails
tools
{
  "listChanged": true
}

Tools

Functions exposed to the LLM to take actions

NameDescription
get_win_rateA

Win rate for the BD Leads pipeline. dimension='bd' gives overall + per-BD-rep win rates; dimension in profile|lead_source|country|contract_type gives win rate sliced by that field (leads, wins, closed and win % per value).

get_conversion_funnelB

Stage-conversion funnel (Applied → … → Won) with per-step conversion %, drop-off, and the biggest-leak stage. Snapshot of current pipeline positions.

get_connects_economicsA

Upwork connects economics: overall connects-per-win, connects ROI by segment (spend, connects/win, estimated revenue-per-connect, wasted connects) and a boosted-vs-not comparison.

get_velocity_and_cycleA

Sales velocity ($/day) with its four inputs (open opps, avg deal value, win rate, avg cycle length), plus average cycle length (created → Won) broken down by Profile and by Country.

get_forecastA

Weighted pipeline forecast: total estimated value of open leads, each weighted by its stage's win probability, with a per-stage breakdown. Deal value is an estimate.

list_leadsA

List BD leads (read-only, paginated) with key fields + BD custom fields. Filter by state (name or group), profile, country, and date range. Use list_metadata for valid values.

list_metadataA

List available custom fields (with their options) and pipeline states — the valid values for filtering (profiles, countries, contract types, states). Call this first to discover filters.

Prompts

Interactive templates invoked by user choice

NameDescription

No prompts

Resources

Contextual data attached and managed by the client

NameDescription

No resources

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