The agent lists open deals with no recent activity, enabling sales reps to prioritize outreach and prevent churn without altering any CRM data.
The agent calls the anvil.get_needs_attention tool to retrieve open deals that have not had completed activity in the last 14 days. It verifies the results against the user's live permissions to ensure they only see accessible records. The agent presents the list of stalled deals with their owners and days since last activity, explicitly confirming no changes were made to the CRM.
- Category: Sales and marketing
- Effect: Read-only
- MCP servers: Anvil CRM MCP (https://koskamo.com/explore/anvil-crm-mcp)
- Source: AI CRM with MCP for ChatGPT and Claude | Anvil CRM (https://anvilcrm.com/mcp-crm)
- Source quote: "Show the open deals I can see that have no completed activity in the last 14 days. Do not change anything."
- Playbook page: https://koskamo.com/explore/use-cases/identify-stalled-deals-needing-attention
Prompt: Show the open deals I can see that have no completed activity in the last 14 days. Do not change anything.