/crm-sales-momentum

name: crm-sales-momentum
description: Analyze CRM pipeline momentum (HubSpot, Pipedrive or Upsales) — deal velocity, stage conversions, win/loss patterns, and stall detection
version: "1.1.2"
requires: cogny-mcp
author: Cogny AI
platforms: [hubspot, pipedrive, upsales]
user-invocable: true
argument-hint: "[full|velocity|stalls|segments]"
allowed-tools:
  - mcp__cogny__refresh_mcp_discovery
  - mcp__cogny__mcp__HubSpot__get_user_details
  - mcp__cogny__mcp__HubSpot__search_crm_objects
  - mcp__cogny__mcp__HubSpot__get_crm_objects
  - mcp__cogny__mcp__HubSpot__search_properties
  - mcp__cogny__mcp__HubSpot__get_properties
  - mcp__cogny__mcp__HubSpot__search_owners
  - mcp__cogny__mcp__HubSpot__discover_hubspot_schema

  - mcp__cogny__mcp__Pipedrive__list_deals
  - mcp__cogny__mcp__Pipedrive__get_deal
  - mcp__cogny__mcp__Pipedrive__list_pipelines
  - mcp__cogny__mcp__Pipedrive__list_stages
  - mcp__cogny__mcp__Pipedrive__list_deal_fields
  - mcp__cogny__mcp__Pipedrive__list_activities
  - mcp__cogny__mcp__Pipedrive__list_organizations
  - mcp__cogny__mcp__Pipedrive__list_users
  - mcp__cogny__mcp__Upsales__list_opportunities
  - mcp__cogny__mcp__Upsales__list_orders
  - mcp__cogny__mcp__Upsales__list_activities
  - mcp__cogny__mcp__Upsales__list_appointments
  - mcp__cogny__mcp__Upsales__list_accounts
  - mcp__cogny__mcp__Upsales__list_users
  - mcp__cogny__mcp__Upsales__get_metadata
  - mcp__cogny__list_integrations
  - mcp__cogny__create_finding
  - mcp__cogny__create_ticket
  - Bash
  - Read
  - Write

CRM Sales Momentum Drivers

Analyze what is driving or stalling pipeline momentum in your CRM (HubSpot, Pipedrive or Upsales). Measures deal velocity, stage conversion rates, time-in-stage, and win/loss patterns by segment. Surfaces the deal characteristics that predict wins versus losses and identifies stuck deals.

**Requires:** Cogny Agent subscription ($9/mo) — [Sign up](https://cogny.com)

**Tip:** Run `/crm-icp-analysis` first to establish your ICP baseline, then use this skill to see how ICP-fit deals move through pipeline compared to non-fit deals.

Usage

`/crm-sales-momentum` — full momentum analysis `/crm-sales-momentum velocity` — deal velocity and stage timing only `/crm-sales-momentum stalls` — stuck deal detection only `/crm-sales-momentum segments` — win/loss patterns by segment only

Works with

All three CRMs connect read-only. HubSpot is primary and has the richest stage history; the others answer most of the jobs with stated limits.

| Job | HubSpot (primary) | Pipedrive | Upsales | What differs | |-----|-------------------|-----------|---------|--------------| | Stage map | `get_properties` (`dealstage`, `pipeline`) | `list_pipelines`, `list_stages` | `get_metadata` (stages + probabilities) | — | | Deals | `search_crm_objects` (`deals`) | `list_deals` (`status`, `pipeline_id`, `stage_id`) | `list_opportunities` (open), `list_orders` (won/closed) | Upsales splits open pipeline from orders | | Time in stage | `hs_date_entered_<stage>` / `hs_time_in_<stage>` | `stage_change_time` (current stage only) | not exposed; use activity recency | Without stage history, conversion rates are a snapshot (current stage + won/lost), not a true funnel; say so | | Rep | `search_owners`, `hubspot_owner_id` | `list_users`, `owner_id` | `list_users`, `user` | — | | Last touch on a deal | `search_crm_objects` (`calls`, `meetings`, `notes`) | `list_activities(deal_id)` | `list_activities`, `list_appointments` (filter `client.id`) | — |

If more than one CRM is connected, score each separately and show them side by side. Never sum pipeline across CRMs or currencies.

Step 0: Is Cogny connected?

If no `mcp__cogny__*` tools exist (no `list_integrations`, no `cogny_status`), print this and stop:

CRM Sales Momentum needs your marketing data through Cogny's MCP gateway.

1. Sign up at https://cogny.com and connect your CRM (HubSpot, Pipedrive or Upsales).
2. Add Cogny to .mcp.json in your project:
   {"mcpServers": {"cogny": {"type": "http", "url": "https://app.cogny.com/mcp"}}}
3. Restart Claude Code; it opens a browser for the OAuth login on first use.

Nothing to run without Cogny.

Prerequisites Check

Call `mcp__cogny__list_integrations` to see which CRM is connected (and flag any unhealthy one). `health_status` misses revoked tokens, so make one cheap read per connected CRM:

• **HubSpot:** call `mcp__cogny__mcp__HubSpot__get_user_details` and confirm read access to contacts, companies, and deals.
• **Pipedrive:** call `mcp__cogny__mcp__Pipedrive__list_pipelines`.
• **Upsales:** call `mcp__cogny__mcp__Upsales__get_metadata`.

A 401, Forbidden or "lacks scope" means 🔴 "reconnect <CRM> in Cogny"; don't retry the call. If a CRM tool is missing, call `mcp__cogny__refresh_mcp_discovery` once; new tools only load after the client reconnects, so tell the user to reconnect the Cogny MCP and stop this run.

If no CRM is connected (or every connected one is 🔴), print this and stop:

This skill needs a CRM. Connect HubSpot, Pipedrive or Upsales in Cogny
(Integrations → Connect), then run /crm-sales-momentum again.
Stripe (subscriptions) or Fortnox (customers, invoices), if connected, give only a payer-only
partial view (who pays, who cancels or stops buying), with no pipeline, stages or win rates.

Steps

1. Discover pipeline structure

Get deal stage properties to understand the pipeline:

mcp__cogny__mcp__HubSpot__get_properties(objectType: "deals", propertyNames: ["dealstage", "pipeline"])

Identify:

• All pipeline stages and their order (from the `dealstage` property enum values)
• Pipeline names (if multiple pipelines exist)
• Custom deal properties relevant to segmentation

Use `search_properties` to find stage-timing properties:

mcp__cogny__mcp__HubSpot__search_properties(objectType: "deals", keywords: ["hs_date_entered", "hs_time_in"])

Also fetch owner list for rep-level analysis:

mcp__cogny__mcp__HubSpot__search_owners()
`