pipeline

Read opportunity estimates by customer, vendor or financing and by currency. Acceptance evidence determines wins; unknown values remain unknown.

What it shows

Current opportunity packages and open weighted/unweighted estimates, grouped separately by customer/vendor/financing and currency. Unknown values remain unknown; won/lost estimates are excluded from open pipeline and never imply ledger revenue or cash.

Example MCP App view

The read-only example below uses illustrative demo data and the same report component as the MCP App. These are not your books or the result of the request example.

Open the full example view.

Inputs

Send the fixed kind and these parameters at the top level of the report request, not inside input.

See the exact schema below for the accepted shape.

Reading the result

Running this report does not change the books. Its description above distinguishes recorded-book summaries from previews based on supplied facts or assumptions. Interpret its totals, grouping, missing-data indicators and pagination using that description. Monetary amounts are integer strings in the reported unit; ratios and assumptions can be fractional numbers. An empty result is not evidence that the business had no activity.

The public OpenAPI contract does not enumerate this report’s result fields. Fetch GET /v1/reports for its live description and parameters, and inspect the returned JSON rather than assuming an output shape.

Example request

{
  "kind": "pipeline"
}

All reports · Operation and errors · Reusable schemas

Keep credentials out of prompts; rehearse writes only in a disposable sandbox.

Exact request schema

{
  "type": "object",
  "additionalProperties": false,
  "properties": {
    "kind": {
      "const": "pipeline"
    }
  },
  "required": [
    "kind"
  ]
}