pipeline-review
Review the Close pipeline when the user wants to assess opportunity risk, find stale deals, or prioritize next actions.
Skill by closeioOfficial
Chalk Labs
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Install
Works with Claude Code, Claude apps, Codex, Cursor, Gemini CLI, GitHub Copilot, VS Code, OpenCode, Goose, Windsurf. Read the repository before you give any tool access to your data.
npx agentmarket install skill/closeio-pipeline-review
Asks which of your tools to add it to (Claude Code, Codex, Cursor, VS Code, Windsurf, Gemini CLI, Claude Desktop) and shows the change first. See https://agentmart.dev/cli.
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About
Use cases: data, sales
Reviews
Write a reviewNo reviews yet. Installed it? Reviews come from verified installers only. How reviews work
Permissions
What this skill can do and what it asks for, from its SKILL.md. Checked Oct 25, 2026.
- Tools
- No tools found
- Secrets
- None asked for
- Install scripts
- None found
Network hosts it talks to 1
codeload.github.com· found in install command
Files it touches
~/.claude/skills/pipeline-review
What's inside
- Skill name
pipeline-review- Description
- Review the Close pipeline when the user wants to assess opportunity risk, find stale deals, or prioritize next actions.
- License
- MIT
- Instructions
- 12 lines in SKILL.md · view on GitHub
Files (1)
- SKILL.md
SKILL.md (first lines)
Review the Close pipeline using the filters in the user's request. If no filter is provided, review active opportunities visible to the current user. Use Close MCP tools to identify: - opportunities with overdue or missing next steps; - stale deals with no meaningful recent activity; - close dates, confidence, or values that deserve attention; - the most important actions to take next. Summarize the criteria used, keep facts separate from recommendations, and include Close links when available. Do not modify CRM data.
From closeio/agent-plugin, MIT.
More from closeio/agent-plugin
- 0.646score
close-crm
closeioOfficial
Use Close CRM data to research leads, review pipeline and activity, prepare follow-ups, and safely create or update CRM records.
SkillAFreshness: AClaude Code +9 - 0.643score
follow-up-plan
closeioOfficial
Prepare a follow-up plan when the user wants next steps for a Close lead, based on its latest conversations and open tasks.
SkillAFreshness: AClaude Code +9 - 0.640score
account-brief
closeioOfficial
Build a Close account brief when preparing for a call or researching a lead, using recent activity, contacts, opportunities, and tasks.
SkillAFreshness: AClaude Code +9
Signals
- Stars
- 0
- Forks
- 0
- Open issues
- 0
- Last commit (this folder)
- Oct 16, 2026 (15 days ago)
From GitHub (fetched Oct 24, 2026).
Details
- License
- MIT
- Repository
- github.com/closeio/agent-plugin
- Website
- developer.close.com/mcp
- First seen
- Oct 24, 2026
- Last checked
- Oct 24, 2026
- Source
- GitHubgithub-graphql
More from closeio
- 0.646score
close-crm
closeioOfficial
Use Close CRM data to research leads, review pipeline and activity, prepare follow-ups, and safely create or update CRM records.
SkillAFreshness: AClaude Code +9 - 0.643score
follow-up-plan
closeioOfficial
Prepare a follow-up plan when the user wants next steps for a Close lead, based on its latest conversations and open tasks.
SkillAFreshness: AClaude Code +9 - 0.640score
account-brief
closeioOfficial
Build a Close account brief when preparing for a call or researching a lead, using recent activity, contacts, opportunities, and tasks.
SkillAFreshness: AClaude Code +9
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Rahil Jain, Co-founder, Chalk Labs. Ex-Goldman Sachs engineer. You talk to the person who builds it.
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Cite this page
pipeline-review skill. Agent Mart. https://agentmart.dev/skills/closeio-pipeline-review (last updated 2026-10-24)