Bitrix24 CRM Sales Assistant

    1

    Ask your AI agent how sales are going in Bitrix24 — pipeline report, stuck deals, overdue tasks, call prep and safe CRM updates.

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    Works with the AI Agents you already use

    Claude CodeClaude CodeCursorCursorCodex CLICodex CLIMuseMuseDotsDots+21 more

    Bitrix24 CRM Sales Assistant

    Example session with this skill installed

    How did sales go in September in the Projects pipeline? Who closed best, and what is stuck?

    • Read your context and instructions
    • Compiled the bitrix24 crm sales

    Example output with a sample account — fictional portal "Northwind Studio", fictional names and numbers. Your results depend on your own Bitrix24 data.

    The agent calls b24_portal, then b24_pipeline_report (pipeline "Projects", 2026-09-01 – 2026-10-01) and b24_stale_deals (7 days, same pipeline), and answers:

    Sales — Projects, Sep 1 – Sep 30, 2026

    Won: 14 deals, $186,400 · Win rate: 41.2% · Average cycle: 23.5 days
    Lost: 20 deals, $212,000 · Open now: 31 deals, $402,750

    Managers (by won amount)

    1. Anna Keller — won 6 of 21 for $94,200, win rate 54.5%
    2. David Moreno — won 5 of 24 for $61,700, win rate 38.5%
    3. Olga Smirnova — won 3 of 20 for $30,500, win rate 30.0%

    At risk: 9 stuck deals worth $118,300

    • Website for Cafe Lumiere — $24,000 (Proposal, David Moreno): idle 16 days, no open tasks
    • CRM rollout for Baltic Freight — $19,500 (Negotiation, Olga Smirnova): idle 12 days
    • Mobile app MVP for GreenRide — $17,800 (Proposal, David Moreno): idle 9 days, no open tasks

    What I'd do next

    1. David: 5 of the 9 stuck deals ($71,600) are his, 3 with no next step — schedule calls today.
    2. Cafe Lumiere has been in Proposal for 16 days — send a revised offer or close it as lost.
    3. Olga has the lowest win rate; review her lost deals for a common objection.

    Want me to create follow-up tasks for David on the 3 deals with no open task? I'll show them to you first.

    Connects securely to your tools. The creator never sees your data.

    About this skill

    Your AI agent as a sales assistant for Bitrix24 CRM — cloud (any region) or self-hosted On-Premise.

    Ask in plain words and get real numbers from your portal:

    • "How are sales going this month? Who closes best?" — pipeline report: won / lost / open deals and amounts, win rate, average sales cycle, open deals by stage and a manager leaderboard
    • "What is stuck?" — open deals with no changes for N days (and whether they have an open task), most expensive first, with the total amount at risk
    • "What's overdue for Anna today?" — open, due-today and overdue tasks, grouped by employee
    • "Prepare me for a call with +1 555…" — contact lookup by phone in any format or by email, the open deal, latest timeline comments and open tasks in one brief
    • "Log the call, move the deal to Negotiation and remind me on Friday at 11" — timeline comment, stage change and a follow-up task linked to the deal, always shown to you for approval before anything is written

    The skill teaches the agent which of the 13 b24_* tools to use for each question, how to read pipeline and stage ids, how to avoid duplicate contacts, how to handle dates and currencies correctly, and to confirm every write. Answers come in the user's language; pipeline, stage and employee names stay exactly as in your portal, so Russian-language (and other non-English) portals work as they are.

    Built on the open-source bitrix24-mcp server (MIT), which runs on your machine and talks only to your own portal through an inbound webhook — no marketplace app, no OAuth. Setup takes about 5 minutes: ready-made configs for Claude Code, Claude Desktop, Cursor, VS Code Copilot, Windsurf and Codex plus step-by-step instructions are included.

    Not affiliated with or endorsed by Bitrix24.

    How to use

    1. 1

      Connect your agent to the Agensi MCP

      Copy the prompt and paste it into Claude, ChatGPT, Cursor or any agent that supports MCP. It sets up the connection for you. Manual setup

    2. 2

      Sign in to Agensi

      Your agent shows a sign-in link. Sign in and click Allow.

    3. 3

      Ask for what you need

      Your agent loads this skill and uses it on your task. It always asks before any payment.

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    Security scan passed 6 days ago

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    Requires

    Bitrix24 (Github:Penmadebykisss/Bitrix24 Mcp) MCP
    Node.js 18+ (npx)
    Bitrix24 inbound webhook (crm, task, user)
    github
    Node.js
    Bitrix24 MCP

    Listed6 days ago

    What's inside

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