The growth operating system for scaling businesses — diagnose, plan, and execute with confidence
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This server may ask you to sign in when your AI client connects.
Last probed Nov 3, 2026 · mcp.getscalepilot.com
18tools discovered
For AI agents — MCPBundles Directory API
For MCP client apps (human connect):
MCP connect URL: https://mcp.getscalepilot.com/mcp
Skill page: https://www.mcpbundles.com/skills/getscalepilot-mcp-6b716aa121
Explore capabilities (18)
read 9
write 4
other 5
Get
7
Create
2
List
2
Set
2
Update
2
Other capabilities
3
Whoami
other
whoami
Confirm which ScalePilot account this connection is authenticated as.
Use this first if anything seems wrong — it distinguishes a bad key from an empty account.
Whoami — Confirm which ScalePilot account this connection is authenticated as.
Use this first if anything seems wrong — it distinguishes a bad key from an empty account.
Get Pipeline — Get every lead in the user's sales pipeline, with their stage, offers and values.
Returns the account's stage definitions alongside the leads, so this is also the quickest
way to see how their pipeline is laid out.
List Pipeline Stages — List this account's pipeline stages (names, order, close probability, which one means won).
Stages are per-account and are renamed freely by users — never assume a stage called
"Discovery" or "Negotiation" exists. Call this before creating or moving a lead.
Get Pipeline Summary — Totals per pipeline stage: how many leads, their combined value, and weighted value.
List Offers — List the user's offers — the products/services a lead can be attached to.
Set `keep_only` to true to restrict to offers they have decided to keep. Use this to find
an offer id before attaching one to a lead.
Get Cash Flow — Month-by-month cash flow for a year: opening balance, money in, money out, closing balance.
Defaults to the current year. READ ONLY — these figures come from the user's connected
bank feed and cannot be edited from here.
Get Cash Flow Summary — Year totals for cash in, cash out and net position. Defaults to the current year.
Get Monthly Expenses — The user's recurring monthly expenses, grouped by category, with their money goals.
Get Financial Summary — Revenue and expense totals by category over a date range (YYYY-MM-DD).
Defaults to the last 30 days when no dates are given.
Get Revenue Goals
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The growth operating system for scaling businesses — diagnose, plan, and execute with confidence
How do I connect ScalePilot to my AI agent?
Use the MCP endpoint listed on this page in your MCP client configuration. One-click install pills support Claude, Cursor, VS Code, and other hosts. Copy the remote MCP URL if your client needs a manual entry.
How many tools does ScalePilot provide?
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— Get the user's revenue goals for a year: per-offer targets and the annual total.
Defaults to the current year. Each goal ties to an offer from `list_offers` and has
a monthly or yearly quantity that drives projected revenue.
Set Revenue Goal — Set or update a revenue goal for one offer.
`offer_id` comes from `list_offers`. Pass `monthly_quantity` (how many you plan to sell
per month) or `yearly_quantity` (total for the year) — whichever is more natural. Set
`input_mode` to "yearly" when using `yearly_quantity`.
If a goal for this offer and year already exists it is updated, not duplicated.
Set Annual Revenue Goal — Set the user's overall annual revenue goal (a single dollar figure for the year).
This is the top-level target that the dashboard tracks against. It is separate from
the per-offer goals in `set_revenue_goal`.
Add Monthly Expense — Add a planned recurring expense.
`scope` is "business" or "personal". `tier` is "need", "want", or "desire".
`frequency` is "monthly", "annual", or "one_off". The amount is the per-period cost.
Update Monthly Expense — Update an existing planned expense. Only the fields you pass are changed.
Get `item_id` from `get_monthly_expenses`.
Create Lead — Add ONE lead to the sales pipeline.
`stage_name` is matched against the account's own stages; omit it to use their first
stage. `next_action_date` is YYYY-MM-DD. `offer_ids` come from `list_offers`.
To add several people at once, use `create_leads` instead — it de-duplicates and is one
round trip.
Create Leads — Add MANY leads to the pipeline in one go — the right tool for a list of event
attendees, a webinar signup list, or anything else you have gathered.
Each entry in `leads` accepts the same fields as `create_lead` (`first_name` is the only
required one). A top-level `stage_name` applies to every lead that does not name its own.
With `skip_duplicates` (the default), anyone whose email already appears in the pipeline
is skipped rather than added twice, so re-running the same list is safe. Returns a
Update Lead — Update an existing lead's details. Only the fields you pass are changed.
Get `lead_id` from `get_pipeline`. To change which STAGE a lead is in, use
`move_lead_to_stage` instead.
Move Lead To Stage — Move a lead to a different pipeline stage, e.g. after a call or when a deal closes.
`stage_name` is matched against the account's own stages. Moving a lead recalculates its
weighted value from that stage's close probability.
MCPBundles probed 18 tools on the live server. The tool list on this page reflects what was discovered at the last refresh — connect your client to see the full set available to your session.
What authentication does ScalePilot require?
ScalePilot may require signing in to the provider before tools can run. Connect through MCPBundles or your MCP client and complete any provider login when prompted.
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