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Sales Pipeline Agent
作者
cunningham050503-ops
· GitHub ↗
· v1.0.0
· MIT-0
41
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版本数
在 OpenClaw 中安装
/install sales-pipeline-agent
功能描述
Manage your B2B sales pipeline end-to-end. Track deals through stages, forecast revenue, log activities, and monitor pipeline health. Weighted forecasting by...
使用说明 (SKILL.md)
Sales Pipeline Agent
An AI-powered agent that manages your B2B sales pipeline using Claude — from first contact to closed deal.
What It Does
- Track deals – store every opportunity with company, contact, value, stage, and close date
- Pipeline visibility – weighted forecast, deals by stage, revenue totals
- Activity logging – log calls, emails, meetings, demos with outcomes and next steps
- Stale deal alerts – surfaces deals with no activity in 14+ days
- Lead qualification – AI-scores inbound leads using BANT before they enter the pipeline
- Outreach drafting – generates targeted emails for follow-ups, proposals, re-engagement, and close pushes
Pipeline Stages
prospecting (5%) → qualified (20%) → proposal (40%) → negotiation (70%) → closed_won (100%)
→ closed_lost (0%)
on_hold (10%)
How to Use
"Give me a pipeline summary"
"Add a deal: Acme Corp, $24,000, contact is Sarah Chen, [email protected], close date June 30"
"What deals are closing this month?"
"Show me stale deals with no activity in 2 weeks"
"Log a call with deal abc123: had a great demo, they want a proposal by Friday"
"Move deal abc123 to negotiation stage"
"Draft a follow-up email for deal abc123"
"Qualify this lead: Globex Corp, they reached out asking about our enterprise tier, 500 employees, need it Q3"
"What are my overdue next actions?"
Running the Agent
The agent script is at scripts/sales_pipeline_agent.py. Invoke via this skill or run directly:
python3 scripts/sales_pipeline_agent.py
Or pass a one-shot task:
python3 scripts/sales_pipeline_agent.py "Give me a pipeline summary"
Tools Available to the Agent
add_deal– add a new deal to the pipelinelist_deals– list deals, filter by stage, value, close date, or stalenessget_deal– get full details for a specific dealupdate_deal– update stage, value, close date, notes, or next actionlog_activity– log a call, email, meeting, demo, or other touchpipeline_summary– full pipeline overview with forecast and alertsdraft_outreach– AI-drafted email for follow-up, proposal, re-engage, close pushqualify_lead– AI-scored BANT qualification for inbound leadsdelete_deal– permanently remove a deal
Deal Database
All deals are stored at ~/.openclaw/workspace/sales-pipeline-agent/pipeline.json. Back it up regularly.
References
references/sales_methodology.md– BANT, MEDDIC, and pipeline management best practicesreferences/outreach_templates.md– email templates by stage and situation
安全使用建议
Reasonable to install if you want a local sales-pipeline helper. Before using it, know where the pipeline.json file is stored, back it up, avoid putting secrets in deal notes, and confirm carefully before asking the agent to delete records.
功能分析
Type: OpenClaw Skill
Name: sales-pipeline-agent
Version: 1.0.0
The sales-pipeline-agent skill is a legitimate tool for managing B2B sales opportunities locally. It uses a Python script (scripts/sales_pipeline_agent.py) to perform CRUD operations on a JSON database stored in the user's home directory (~/.openclaw/workspace/sales-pipeline-agent/pipeline.json). The code contains no network requests, no external dependencies, and no suspicious execution patterns like shell commands or dynamic code evaluation. All functionality is strictly aligned with the stated purpose of tracking deals, forecasting revenue, and providing sales methodology references.
能力标签
能力评估
Purpose & Capability
The artifacts are coherent with a B2B sales pipeline skill: they manage local deal records, stage weights, forecasts, and sales references. No unrelated network calls, credential use, or real purchase/payment capability is shown.
Instruction Scope
The skill discloses add, update, and permanent delete operations for pipeline records. These are purpose-aligned, but users should give explicit directions for destructive changes.
Install Mechanism
There is no install script, remote dependency, or auto-run behavior. Provenance metadata is limited because the source is unknown and no homepage is provided.
Credentials
The local file access is limited to the disclosed pipeline database path under ~/.openclaw/workspace/sales-pipeline-agent, which is proportional to the purpose but may contain sensitive sales data.
Persistence & Privilege
The skill persists pipeline records locally and can mutate or delete them. It requests no credentials, elevated privileges, background service, or external API access.
如何使用
- 确保已安装 OpenClaw（本地或 Docker 部署）
- 在对话框中输入安装命令：
/install sales-pipeline-agent - 安装完成后，直接呼叫该 Skill 的名称或使用
/sales-pipeline-agent触发 - 根据 Skill 的参数说明提供必要输入，即可获得结构化输出
版本历史
v1.0.0
- Initial release of sales-pipeline-agent.
- Manage B2B sales pipelines end-to-end: track deals, log activities, and monitor pipeline health.
- Weighted forecasting by deal stage for accurate revenue predictions.
- AI-assisted lead qualification, stale deal alerts, and auto-drafted outreach emails.
- All data stored locally in a JSON database; no API keys or cloud required.
- Free to use with full command examples and agent script included for easy setup.
元数据
常见问题
Sales Pipeline Agent 是什么？
Manage your B2B sales pipeline end-to-end. Track deals through stages, forecast revenue, log activities, and monitor pipeline health. Weighted forecasting by... 它是一个面向 Claude Code / OpenClaw 的 AI Agent Skill 插件，目前累计下载 41 次。
如何安装 Sales Pipeline Agent？
在 OpenClaw 或 Claude Code 对话框中运行命令「/install sales-pipeline-agent」即可一键安装，无需额外配置。
Sales Pipeline Agent 是免费的吗？
是的，Sales Pipeline Agent 完全免费，采用 MIT-0 许可证，可自由下载、安装和使用。
Sales Pipeline Agent 支持哪些平台？
Sales Pipeline Agent 跨平台运行，可在任意部署了 OpenClaw / Claude Code 的环境中使用（cross-platform）。
谁开发了 Sales Pipeline Agent？
由 cunningham050503-ops（@cunningham050503-ops）开发并维护，当前版本 v1.0.0。
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