bd-crm-analytics
Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
| PROJECT_ID | Yes | The UUID of the BD Leads project. | |
| CRM_BASE_URL | Yes | The base URL of the CRM (no trailing slash). | |
| CRM_API_TOKEN | Yes | Personal Access Token for the CRM API. | |
| WORKSPACE_SLUG | Yes | The workspace slug from the CRM URL. |
Capabilities
Features and capabilities supported by this server
| Capability | Details |
|---|---|
| tools | {
"listChanged": true
} |
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| 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
| Name | Description |
|---|---|
No prompts | |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
No resources | |
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