Sales pipeline software inside your AI

How does the pipeline work?

Deals sit in stages, and each stage can have a default probability. Closed stages leave the open pipeline: won is a closed stage at 100, lost a closed stage at 0. A stage can have one level of sub-stages, and filtering by a parent stage includes them.

An admin shapes the deal pipeline with create_deal_stage, update_deal_stage, reorder_deal_stages and delete_deal_stage. Deleting a stage is permanent. Its deals move to the parent stage, or to the first stage left.

Who can move deals?

Any member. Moving a deal is update_deal, or update_deals for many at once. The same call can change the amount, the owner or custom fields.

Day-to-day pipeline management stays with the team: members fill custom fields with set_custom_fields. Creating a new field with create_custom_field is for admins. Roles are checked live on every call, and one connection sees one workspace.

How do I add deals in bulk?

create_deals takes up to 100 rows per call and reports a result for each row, so one bad row does not stop the rest. Companies named in a row that do not exist yet are created by default.

It does not check for duplicates. Two deals with the same name at one company can be a renewal, so Sashimi does not guess. If a call times out, retry with the same idempotencyKey and the same arguments, and the deals are not created twice.

What reports does it give?

crm_metrics returns the open deals and, for each of the last 6 months, the deals won and lost with their amounts per currency. crm_report adds two pipeline reports:

• forecast. The open pipeline by expected close month, with the amount and the amount weighted by probability. Open deals without a close date are listed apart.
• funnel. Stage-to-stage conversion for the deals created in a date range.

Amounts are always grouped by currency, never mixed.

Can I save views and export?

Yes. create_view saves a filtered list of deals, list_views finds it again, and list_deals accepts its id.

export_records exports deals to CSV, up to 500 rows per call. Above that, narrow the filter. The export uses the same filters as the list.

What if a deal is deleted by mistake?

Deleting deals is for admins, with delete_deals, and the deals go to a 30-day trash. Any member can bring them back with restore_from_trash.

Other deletions are permanent, including stages, views and custom fields.

What can I ask my AI to do?

Your AI picks the tools, and each write is checked against your role.

• “Show my open deals in Proposal with no expected close date.”
• “Move the three deals we discussed today to Negotiation and set the Acme amount to 12,000 EUR.”
• “Create deals for these 20 renewals, one per company, closing next March.”
• “What is the weighted forecast for next quarter, by month?”
• “Where do deals drop off between stages this year?”

To fill the top of the pipeline, see lead enrichment and email sequences.

How do I set up my pipeline?

Sashimi is in private beta, invitation only and free during the beta. At launch, Solo is $15/month per account (3 workspaces, 1 seat). Nothing can be bought today.

You need a Claude plan with custom connectors, or ChatGPT developer mode on the web. On Claude Team and Enterprise an owner adds the connector; members can't add it themselves. The setup guide has the steps. Then ask your AI to show your stages, and an admin adjusts them in the chat.

How it works explains roles, the MCP server page lists all 140 tools, and the home page has the rest.