Identify stalled deals needing attention
The agent lists open deals with no recent activity, enabling sales reps to prioritize outreach and prevent churn without altering any CRM data.
How it works
Read-onlySales and marketing
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.
Prompt
Paste this into an agent that has the servers below connected. Adjust the names and dates to your own.
Prompt for Identify stalled deals needing attention
Show the open deals I can see that have no completed activity in the last 14 days. Do not change anything.MCP servers it needs
Source
The vendor page this playbook is drawn from, and the passage that supports it.
Show the open deals I can see that have no completed activity in the last 14 days. Do not change anything.AI CRM with MCP for ChatGPT and Claude | Anvil CRM