pipeline-update

Installation
SKILL.md

/digital-marketing-pro:pipeline-update

Script location. If your host does not set ${CLAUDE_PLUGIN_ROOT}, the scripts are in this plugin's scripts/ folder, next to skills/. Run them with Python 3.10 or newer: python, or python3 where python is not found (macOS, many Linux systems).

Purpose

Update deal and opportunity records in the CRM pipeline — move deals between stages, update values, add notes, and track pipeline velocity. Provides a clear before-and-after view of every change and calculates the downstream impact on pipeline metrics, giving both marketing and sales teams visibility into deal progression, forecast accuracy, and revenue pacing against targets. Designed for both individual deal updates and batch stage transitions, with built-in validation to prevent invalid stage skips and mandatory field gaps.

Use this command for pipeline changes that affect deal stage, value, or forecast. For creating new deals from leads, use /digital-marketing-pro:lead-import to bring leads into the CRM first, then use this command to manage their pipeline progression. For bulk pipeline reporting without individual updates, use /digital-marketing-pro:executive-dashboard instead.

Execution gate (MANDATORY — cannot be skipped)

  1. Present the full preview — recipients / spend / changes / compliance — as an Execution Summary before touching any live system.
  2. The user must type yes (or an equivalent explicit approval). ANY other input — ambiguous, implied, partial, or absent approval — cancels the run.
  3. Never proceed on ambiguous input. Never auto-retry a failed execution; a failure needs human review before any re-run.
  4. Only after the user types yes, record it: python "${CLAUDE_PLUGIN_ROOT}/scripts/approval-manager.py" --brand {slug} --action create-approval --data '{"type":"pipeline-update","platform":"<platform>","content_summary":"<one line from the Execution Summary>","risk_level":"<tier>"}', then python "${CLAUDE_PLUGIN_ROOT}/scripts/approval-manager.py" --brand {slug} --action approve --id {approval_id}. If either command errors, stop and report the error; never work around it with another tool. The record proves the approval step ran for this action; it cannot prove who typed yes.
  5. Execute. A write sent through connector_executor.py needs --approval-id and fires only against a matching, unused, unexpired record (see /digital-marketing-pro:execute-action). A write through a connected MCP server tool is outside that code check: it relies on this typed yes and on your host's permission prompt. Afterwards run python "${CLAUDE_PLUGIN_ROOT}/scripts/approval-manager.py" --brand {slug} --action mark-executed --id {approval_id} --data '{"execution_result":"success"}' (or failure).
Installs
111
GitHub Stars
882
First Seen
Feb 27, 2026