flow

Daily Pipeline View — tool-call lifecycle

One daily_pipeline_view call end to end: single-source into ClaritySoft, rolled up by stage. The simplest read path — and the demo-safe one.

Flow

Overview

Single-source: only ClaritySoft. Unaffected by the Fishbowl gap or a QBO outage — the most resilient read in the set.

The flow

How it works

  1. Max (agent) on claude.ai → MCP tool call
  2. Daily Pipeline View → direct request/response — no events
  3. DailyPipelineService → all opportunities (paginated)
  4. CRM Read → vendor API
  5. ClaritySoft CRM → results fold in
  6. DailyPipelineView assembled → company funnel (+ optional per-owner slice) returned in the tool result