Pipeline Check With AI
Triage the week's leads and agent health with an MCP client.
Connect an AI assistant to your workspace and have it summarise the state of the pipeline instead of clicking through it yourself.
Before you start
Connect an MCP client to CatchIntent. Read-only access is enough for a review. See Connect for your tool (Claude Code, Cursor, ChatGPT, and others).
Steps
Connect read-only
Approve read access at sign-in. You do not need write access to review.
Ask for a triage
Prompt the assistant, for example: "List this week's CatchIntent leads sorted by warmth, group them by strategy, and flag any agent that did not run."
Ask what to tune
Follow up: "Which leads look off-profile, and what ICP change would reduce them?" Use the answer as input, not as an instruction to apply blindly.
Apply changes deliberately
If you want the assistant to make a change (tighten the ICP, update a status), grant write access and review each change before it applies. See Tools.
You should see
A ranked summary of the week's leads, gaps called out (an agent that stalled, a noisy strategy), and a concrete tuning suggestion you can act on.
Next
- For repeatable workflows like a full brand audit, see Skills.