Skip to main content
Glama
kylastech

Kylas CRM MCP Server

Official
by kylastech

get_pipeline_stages

Get pipeline stages with their IDs, names, and forecasting types to filter leads by stage and status.

Instructions

Get stages for a pipeline. Call this only after the user has confirmed which pipeline to use (from lookup_pipelines). Do not call before pipeline confirmation. Returns pipeline name and list of stages for that pipeline only, with id, name, and forecastingType (OPEN, CLOSED_WON, CLOSED_LOST, CLOSED_UNQUALIFIED). Use the stage IDs in search_leads: filters [{"field": "pipeline", "operator": "equal", "value": pipeline_id}, {"field": "pipelineStage", "operator": "equal", "value": stage_id}]. If the user said "open leads" or "closed leads" and more than one stage has the same forecastingType, ask which stage they mean. pipeline_id: The pipeline ID (from lookup_pipelines).

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
pipeline_idYes

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
resultYes
Behavior5/5

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

Fully describes return values (pipeline name, list of stages with id, name, forecastingType) and constraints. With no annotations, this is sufficient.

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?

Every sentence serves a purpose: purpose, usage guidance, return format, parameter description. No wasted words, front-loaded with key information.

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

Completeness5/5

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

Given one parameter and existing output schema, the description covers all needed context: preconditions, return structure, and downstream usage. Complete for an agent to use correctly.

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

Parameters5/5

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

With 0% schema description coverage, the description explains pipeline_id as 'The pipeline ID (from lookup_pipelines)', adding crucial context beyond the schema's type-only definition.

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?

Clearly states 'Get stages for a pipeline' with specific verb and resource. Distinguishes from siblings like lookup_pipelines and search_leads.

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

Usage Guidelines5/5

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

Explicitly instructs to call only after pipeline confirmation from lookup_pipelines, and provides detailed guidance on using stage IDs in search_leads and handling ambiguities.

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

Install Server

Other Tools

Latest Blog Posts

MCP directory API

We provide all the information about MCP servers via our MCP API.

curl -X GET 'https://glama.ai/api/mcp/v1/servers/kylastech/kylas-crm-mcp-server'

If you have feedback or need assistance with the MCP directory API, please join our Discord server