prioritize_pipeline

Rank a set of OPEN DEALS the user brings (from their CRM, a CSV, a warehouse query) by expected value (amount x win%) with a velocity penalty for stalled deals, and bucket them into Work now / Soon / Watch with reasons and risk flags (past close date, no next step, stalled in stage). Accepts loos...

Server StackSwap StonesofCreation/stackswap-mcp
Category Read
Risk class Low
Parameters 31 required

What prioritize_pipeline does on StackSwap

AI agents call prioritize_pipeline to retrieve information from StackSwap without modifying anything — typically the context-gathering step in research, monitoring, and reporting workflows, before the agent takes action elsewhere.

ParameterTypeRequiredDescription
deals array Yes Open deals as loose records. Recognized fields (with aliases): amount/value/acv, stage/dealstage, winProb/probability, closeDate/closeInDays, daysInStage, nextS
quota number Optional quota/target to compute weighted coverage against.
config object Optional tuning.

Parameters from the server's own tool schema.

Why prioritize_pipeline needs a policy

The tool takes deal records as input and returns a ranked, bucketed analysis with risk flags. It is described as read-only (server description states '8 read-only tools') and performs computation/inference on user-supplied data without writing back to any system.

From the tool's definition 'Rank a set of OPEN DEALS', 'bucket them into Work now / Soon / Watch with reasons and risk flags', 'win% is inferred from the stage name when absent' — the tool analyzes and ranks deal data provided by the user, producing a prioritized view with no stated…

Questions about prioritize_pipeline

What does the prioritize_pipeline tool do? +

Rank a set of OPEN DEALS the user brings (from their CRM, a CSV, a warehouse query) by expected value (amount x win%) with a velocity penalty for stalled deals, and bucket them into Work now / Soon / Watch with reasons and risk flags (past close date, no next step, stalled in stage). Accepts loosely-typed deal records — common field aliases (amount/value/acv, stage/dealstage, probability/winProb, closeDate/closeInDays, daysInStage, nextStep) are normalized automatically; win% is inferred from the stage name when absent. Optional quota adds a weighted-coverage line; optional config.stageProbabilities overrides the stage->win% map. Operates only on supplied deals — it never returns net-new prospects. Use when the user asks 'which deals should my reps work first', 'prioritize my pipeline', or pastes a deal list. It is categorised as a Read tool in the StackSwap MCP Server, which means it retrieves data without modifying state.

What parameters does prioritize_pipeline accept? +

prioritize_pipeline accepts 3 parameters: deals, quota, config. Required: deals. The full parameter table on this page comes from the server's own tool schema.

How do I enforce a policy on prioritize_pipeline? +

Register the StackSwap MCP server in PolicyLayer and add a rule for prioritize_pipeline: allow, deny, rate-limit, or require approval. Point your MCP client at the PolicyLayer proxy URL and the rule is enforced on every call, before it reaches StackSwap. Nothing to install.

What risk level is prioritize_pipeline? +

prioritize_pipeline is a Read tool with low risk. Read-only tools are generally safe to allow by default.

Can I rate-limit prioritize_pipeline? +

Yes. Add a rate_limit block to the prioritize_pipeline rule in your PolicyLayer policy. For example, setting max: 10 and window: 60 limits the tool to 10 calls per minute. Rate limits are tracked per agent session and reset automatically.

How do I block prioritize_pipeline completely? +

Set action: deny in the PolicyLayer policy for prioritize_pipeline. The AI agent will receive a policy violation error and cannot call the tool. You can also include a reason field to explain why the tool is blocked.

What MCP server provides prioritize_pipeline? +

prioritize_pipeline is provided by the StackSwap MCP server (StonesofCreation/stackswap-mcp). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.

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