pipeline

Track sales pipeline leads and deals in markdown files with MCP integrations.

3|Updated Feb 17, 2026
One-click install
npx skills add https://github.com/martineserios/thebrana --skill pipeline-martineserios
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: pipeline
Source: https://github.com/martineserios/thebrana/tree/main/system/skills/pipeline
Command: npx skills add https://github.com/martineserios/thebrana --skill pipeline-martineserios

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) and references (resource) components.

What problem does it solve?

This Skill streamlines sales operations by providing a clear, stage-aware view of your sales pipeline, ensuring no lead or deal is missed and improving conversion rates.

Core Features & Use Cases

  • Lead & Deal Tracking: Log new leads, update deal stages, and record interactions.
  • Pipeline Visualization: Generate snapshots of your pipeline health, conversion rates, and follow-up status.
  • Stage-Aware CRM: Adapts its complexity based on the business stage (Discovery, Validation, Growth+).
  • Use Case: When a new lead comes in, use this skill to log their contact information, track their progress through your sales stages, and ensure timely follow-ups to maximize the chance of closing the deal.

Quick Start

Use the pipeline skill to add a new lead named 'Acme Corp' with contact '[email protected]'.

Frequently Asked Questions about pipeline

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I track sales leads and deals without a complex CRM setup?

You can track sales leads and deals using markdown files to record contact information and update deal stages. This stage-aware CRM adapts to your business phase and automates pipeline snapshots to ensure timely follow-ups.

What is stage-aware CRM and how does it adapt to my business phase?

Stage-aware CRM adjusts its pipeline tracking complexity based on your business phase, from Discovery to Scale. It automates metric calculation and pipeline snapshots to match your current operational requirements.

Can I automate sales pipeline snapshots and conversion rate calculations?

Yes, you can automate sales pipeline snapshots and conversion rate calculations. The system calculates metrics automatically and stores data in ReasoningBank or fallback memory, generating health snapshots for your deals.

Does this pipeline tracking tool support MCP integrations?

Yes, pipeline tracking supports optional MCP integrations for managing leads, deals, and conversions. This allows you to extend markdown-based tracking with connected workflow components.

How do I log a new lead and manage deal stages step by step?

To log a new lead, you input their contact information and the system records the interaction. You then manage deal stages by updating their progress through your sales steps to ensure timely follow-ups.

What are the limitations of using markdown files for deal management?

Using markdown files for deal management relies on ReasoningBank or fallback memory for data storage. While it automates pipeline snapshots, multi-user concurrent editing may lack real-time synchronization compared to database-backed CRMs.