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saasbakers / sales-pipeline-templates

Manage the ReachOwl sales pipeline (CRM stages) and reusable message templates for follow-ups. Use when the user wants to add, rename, reorder, or delete pipeline stages, or write, save, or update follow-up message templates tied to a stage.

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Sales Pipeline Stages & Message Templates (ReachOwl)

Before you start

  • Requires the ReachOwl MCP server connected with the user's token. If a tool reports a missing token, run the reachowl-auth flow.

MCP tools

ToolPurpose
list_stagesAll stages
get_stage{ id }
create_or_update_stage{ body: { name, id?, order? } }
reorder_stages{ stages: [{ id, order }, …] }
delete_stage{ id }
list_message_templatesAll templates
upsert_message_template{ body: { message, stage_id, image?, id? } }
delete_message_template{ id }

Workflow

  1. list_stages before anything else — templates need a real stage_id.
  2. Create missing stages with create_or_update_stage { body: { name } }.
  3. Save templates with upsert_message_template. Placeholders: {{name}}, {{first_name}}.
  4. Reorder with explicit pairs: reorder_stages { stages: [{ id: 3, order: 1 }, { id: 5, order: 2 }] }.

Example

User: Add an "Interested" stage with a follow-up template
→ list_stages
→ create_or_update_stage { body: { name: "Interested" } }        // → id 9
→ upsert_message_template { body: { stage_id: 9, message: "Hi {{first_name}}, great to hear you're interested! When's a good time for a quick call?" } }

Rules

  • Confirm before delete_stage; templates and contacts may reference it.