Six MCP tools,
all read-only.

These are the tools the Unfurl server registers today. Your agent chooses between them from their descriptions; you never have to name one.

pipeline_summary
read-only

Open pipeline by stage or owner, from the resolved graph. Duplicates are merged and deals with missing amounts are flagged, so totals are not silently low.

Input: group_by: stage | ownerReads: Deals, companies, owners
win_loss
read-only

Win/loss for deals closed in a period: counts, values, win rate, average cycle length, and recorded loss reasons.

Input: since_days: number (default 90)Reads: Closed deals
account_lookup
read-only

The single resolved view of one account: people, deals, subscriptions, and active MRR, with CRM duplicates merged and billing linked.

Input: query: name or domainReads: Companies, contacts, deals, subscriptions
churn_signals
read-only

Churn and revenue risk across CRM and billing: canceled or unpaid subscriptions, past-due accounts, and deals marked won that never started paying.

Input: noneReads: Subscriptions, deals
revenue_summary
read-only

Current MRR and ARR from billing, by subscription status, with revenue that could not be attributed to a CRM account called out.

Input: noneReads: Stripe subscriptions
data_health
read-only

The trust report: duplicates merged, orphaned records, missing amounts, stale close dates, and when each source last synced.

Input: noneReads: The resolution log

You ask; the agent picks

Call them on
sample data first.