Salesforce pipeline review

Use only approved read-only Salesforce tools to review open opportunities closing within {{reportingWindow}}, along with their accounts, owners, stages, amounts, and recent activity. Flag opportunities with no activity in the last {{stalenessDays}} days, missing next steps, or close dates that have slipped, cite the record behind each finding, and propose an owner and next action for each. Never create, update, convert, or delete any Salesforce record.

• Reporting window{{reportingWindow}}

  The close-date window the review covers.

  Example: this fiscal quarter

• Staleness window (days){{stalenessDays}}

  Days without activity before an opportunity counts as stalled.

  Example: 14

• Read opportunities
• Read accounts and contacts
• Read activity

Connections do not grant blanket access. Discover the MCP tools, enable only the capabilities this responsibility needs, and give write-like actions a separate automatic-execution confirmation.