API & MCP

Everything a person can do on Rapport Pipeline Forecast, a program or AI agent can do with the same inputs and get the identical result.

HTTP API

Rapport Pipeline Forecast

Reads a deals export (Rapport, HubSpot or Pipedrive CSV, or a Rapport CRM file) and computes the open pipeline per stage, the weighted forecast per month by expected close date, overdue deals, win rate by count and value, the average and median sales cycle and the numbers per owner. Same calculation as the Rapport dashboard.

Inputs of Rapport Pipeline Forecast
FieldTypeDefaultDescription
dealstextarea—Deals (CSV or Rapport file). Needs a title and a value column; stage, status (open/won/lost), probability, expected close, created, closed and owner columns are used when present.
dealsFilefile—File (optional). Used instead of the pasted text when given.
asOfdate—Today is. Deals expected before this day count as overdue; the months start here. Empty = today.
monthsnumber6Months to forecast
fromdate—Closed from (optional). Win rate and sales cycle count deals closed in this window. Empty = 12 months up to “Today is”.
todate—Closed until (optional)
pipelinetext—Pipeline (optional). Name of one pipeline; empty = all.

Every result contains

inputs (normalised, defaults applied), summary, result (validated against the published schema), units, assumptions, sources, warnings, computedAt and links.

MCP (Model Context Protocol)

{
  "mcpServers": {
    "rapport-pipeline-forecast": { "type": "http", "url": "https://rapportpipelineforecast.usefulweb.app/mcp" }
  }
}