{
  "id": "read-pipeline-forecast",
  "task": "Read the pipeline forecast",
  "description": "Return the roll-up, the commit, the deal-likelihood scores and the risk flags.",
  "example_requests": [
    "what is the forecast this quarter",
    "read the pipeline forecast",
    "which deals are at risk",
    "pipeline roll up",
    "are we going to hit the number"
  ],
  "html_url": "https://gtmmcps.com/jobs/read-pipeline-forecast",
  "json_url": "https://gtmmcps.com/data/solutions/read-pipeline-forecast.json",
  "snapshot_date": "2026-10-17",
  "evidence_note": "Vendor-reported task matches, not a performance ranking or proof of MCP capability. Confirm current requirements and test the intended workflow.",
  "tools": [
    {
      "id": "12-anaplan",
      "name": "Anaplan (PlanIQ / Anaplan Forecaster)",
      "capability": "Connected-planning platform whose AI forecasting engine - originally branded PlanIQ, now superseded by \"Anaplan Forecaster\" (launched October 2025) - generates time-series demand/sales/revenue forecasts that feed directly into a customer's broader Anaplan models.",
      "api_access": "enterprise-only",
      "mcp_support": "official",
      "last_checked": "2026-09-07",
      "sources": [
        "https://www.anaplan.com/platform/anaplan-planiq/",
        "https://www.anaplan.com/platform/intelligence/",
        "https://help.anaplan.com/drive-intelligent-forecasting-with-planiq-7333fab4-7118-45d9-8504-4137bc114e04",
        "https://www.globenewswire.com/news-release/2025/12/09/3202449/0/en/Anaplan-Introduces-Role-Based-AI-Agents-to-Advance-Industry-Leading-Enterprise-Scenario-Planning-and-Analysis-Platform.html",
        "https://www.pulsemcp.com/servers?q=anaplan",
        "https://www.anaplan.com/pricing/",
        "https://github.com/larasrinath/anaplan-mcp"
      ],
      "record_url": "https://gtmmcps.com/tools/12-anaplan"
    },
    {
      "id": "12-aviso",
      "name": "Aviso",
      "capability": "AI revenue operations platform combining pipeline forecasting, conversation/deal intelligence, and agentic workflow automation for sales, RevOps, and customer success teams.",
      "api_access": "enterprise-only",
      "mcp_support": "none-found",
      "last_checked": "2026-09-02",
      "sources": [
        "https://aviso.ai",
        "https://www.atom.com/name/Aviso.ai",
        "https://www.aviso.com",
        "https://www.aviso.com/pricing"
      ],
      "record_url": "https://gtmmcps.com/tools/12-aviso"
    },
    {
      "id": "12-boostup",
      "name": "BoostUp (rebranded: Terret)",
      "capability": "AI revenue-intelligence and pipeline-forecasting platform that ingests CRM, email, call, and calendar data to produce forecasts and deal-risk scores, plus (post-rebrand) automated GTM workflow agents.",
      "api_access": "enterprise-only",
      "mcp_support": "none-found",
      "last_checked": "2026-09-02",
      "sources": [
        "https://www.prnewswire.com/news-releases/boostup-rebrands-as-terret-launches-new-fleet-of-ai-revenue-agents-to-supercharge-gtm-teams-302550934.html",
        "https://terret.ai",
        "https://terret.ai/pricing",
        "https://terret.ai/products/machine-forecasting",
        "https://softwarefinder.com/sales-tools/boostup-ai"
      ],
      "record_url": "https://gtmmcps.com/tools/12-boostup"
    },
    {
      "id": "03-clari",
      "name": "Clari",
      "capability": "Revenue operations platform that aggregates CRM, activity, and conversation data into pipeline inspection, forecasting, and deal-execution workflows.",
      "api_access": "enterprise-leaning",
      "mcp_support": "official",
      "last_checked": "2026-09-07",
      "sources": [
        "https://www.clari.com/press/clari-salesloft-forecasting-execution-mcp-server/",
        "https://www.salesloft.com/innovation/feature-releases/spring-2026-product-update",
        "https://community.clari.com/product-q-a-6/clari-api-all-you-need-to-know-556",
        "https://community.clari.com/general-q-a-7/using-clari-api-1542",
        "https://mcp.clari.com/mcp"
      ],
      "record_url": "https://gtmmcps.com/tools/03-clari"
    },
    {
      "id": "04-clari",
      "name": "Clari (+ Salesloft agents)",
      "capability": "Primarily a revenue-intelligence/forecasting platform (deal inspection, pipeline forecasting) with an AI Copilot for conversation coaching; following Clari's merger with Salesloft, the combined product line adds \"Revenue AI Agents\" for deal inspection/forecast automation and (via Salesloft) outbound execution.",
      "api_access": "enterprise-only",
      "mcp_support": "official",
      "last_checked": "2026-09-07",
      "sources": [
        "https://www.clari.com/press/clari-salesloft-forecasting-execution-mcp-server/",
        "https://www.salesloft.com/innovation/feature-releases/spring-2026-product-update",
        "https://mcp.clari.com/mcp"
      ],
      "record_url": "https://gtmmcps.com/tools/04-clari"
    },
    {
      "id": "12-ebsta",
      "name": "Ebsta",
      "capability": "Revenue-intelligence add-on for Salesforce/HubSpot that syncs email and calendar activity into the CRM and layers on relationship scoring, conversation capture, and pipeline forecasting.",
      "api_access": "enterprise-only",
      "mcp_support": "none-found",
      "last_checked": "2026-09-02",
      "sources": [
        "https://www.ebsta.com",
        "https://www.ebsta.com/pricing/",
        "https://www.xpay.sh/agent-ready-index/ebsta/"
      ],
      "record_url": "https://gtmmcps.com/tools/12-ebsta"
    },
    {
      "id": "12-forecastio",
      "name": "Forecastio",
      "capability": "AI sales-forecasting and pipeline-intelligence platform built for HubSpot and Salesforce users, applying machine learning, time-series models, and weighted-pipeline methods to predict a forecast range (best case/commit/worst case) and support what-if scenario modeling.",
      "api_access": "paid",
      "mcp_support": "none-found",
      "last_checked": "2026-09-02",
      "sources": [
        "https://forecastio.ai/pricing",
        "https://forecastio.ai/blog/ai-sales-forecasting-explained",
        "https://forecastio.ai/blog/sales-forecasting-software",
        "https://www.pulsemcp.com/servers?q=forecastio"
      ],
      "record_url": "https://gtmmcps.com/tools/12-forecastio"
    },
    {
      "id": "03-gong",
      "name": "Gong",
      "capability": "Records, transcribes, and analyzes sales calls and emails, then rolls the signals into deal-risk scores, coaching data, and revenue forecasts.",
      "api_access": "enterprise-only",
      "mcp_support": "official",
      "last_checked": "2026-08-24",
      "sources": [
        "https://help.gong.io/docs/about-gong-mcp",
        "https://help.gong.io/docs/receive-access-to-the-api",
        "https://www.gong.io/press/gong-introduces-model-context-protocol-mcp-support-to-unify-enterprise-ai-agents-from-hubspot-microsoft-salesforce-and-others",
        "https://www.claap.io/blog/gong-api",
        "https://github.com/cedricziel/gong-mcp"
      ],
      "record_url": "https://gtmmcps.com/tools/03-gong"
    },
    {
      "id": "12-gong-forecast",
      "name": "Gong Forecast",
      "capability": "A licensed add-on module (separate from the base Gong Foundation license, with a lighter \"Forecast Essentials\" tier bundled into Gong's Deal Execution package) that turns Gong's conversation-intelligence signals into AI deal-likelihood scores, risk indicators, forecast rollups, and forecast-analytics dashboards. See 03-conversation-intel.md for Gong's full platform entry (core product, general MCP server, enterprise-only API gate) - this entry covers only what's forecast-specific.",
      "api_access": "enterprise-only",
      "mcp_support": "none-found",
      "last_checked": "2026-09-02",
      "sources": [
        "https://help.gong.io/docs/set-up-your-pipeline-view-and-begin-forecasting",
        "https://www.gong.io/platform/revenue-forecasting-software",
        "https://www.gong.io/sales-forecasting-software",
        "https://www.pulsemcp.com/servers?q=gong"
      ],
      "record_url": "https://gtmmcps.com/tools/12-gong-forecast"
    },
    {
      "id": "06-hubspot",
      "name": "HubSpot",
      "capability": "An all-in-one CRM/marketing/sales/service platform with contacts, deals, marketing automation, and a public REST API/developer platform.",
      "api_access": "free",
      "mcp_support": "official",
      "last_checked": "2026-08-24",
      "sources": [
        "https://developers.hubspot.com/ai-tools/mcp",
        "https://knowledge.hubspot.com/ai-tools/use-breeze-ai",
        "https://developers.hubspot.com/docs/api/usage-details",
        "https://github.com/HubSpot/hubspot-mcp-plugins"
      ],
      "record_url": "https://gtmmcps.com/tools/06-hubspot"
    },
    {
      "id": "12-hubspot",
      "name": "HubSpot (AI Forecasting)",
      "capability": "HubSpot's forecasting tool inside Sales Hub/Service Hub, turning pipeline data into revenue predictions via weighted-pipeline calculations plus an \"AI forecasting\" layer shown in-product. See 06-revops-infra.md for HubSpot's full platform entry (Breeze AI agents, official MCP servers, free API tier) - this entry covers only the forecasting-specific angle.",
      "api_access": "paid",
      "mcp_support": "none-found",
      "last_checked": "2026-09-02",
      "sources": [
        "https://www.hubspot.com/products/sales/forecasting"
      ],
      "record_url": "https://gtmmcps.com/tools/12-hubspot"
    },
    {
      "id": "12-kluster",
      "name": "Kluster",
      "capability": "AI-native revenue forecasting and revenue-analytics platform for mid-market to enterprise SaaS companies - plugs into the CRM, ingests historical performance and activity data, and produces AI/statistical forecasts across new business, renewals, upsells, and downgrades.",
      "api_access": "enterprise-only",
      "mcp_support": "none-found",
      "last_checked": "2026-09-02",
      "sources": [
        "https://www.kluster.com",
        "https://www.kluster.com/product",
        "https://www.kluster.com/products/forecast",
        "https://www.kluster.com/blog/kluster-vs-gong-revenue-forecasting-vs-revenue-intelligence",
        "https://siliconcanals.com/kluster-bags-4-5m/",
        "https://www.technologyinsales.com/tools/kluster",
        "https://www.pulsemcp.com/servers?q=kluster"
      ],
      "record_url": "https://gtmmcps.com/tools/12-kluster"
    },
    {
      "id": "12-mediafly",
      "name": "Mediafly (Intelligence360, formerly InsightSquared)",
      "capability": "Combined revenue-enablement and revenue-intelligence platform; the InsightSquared product (acquired January 2022) is now folded into \"Mediafly Intelligence360,\" providing deal inspection, pipeline forecasting, and conversation intelligence alongside Mediafly's original content-enablement product.",
      "api_access": "enterprise-only",
      "mcp_support": "none-found",
      "last_checked": "2026-09-02",
      "sources": [
        "https://www.mediafly.com",
        "https://www.mediafly.com/ai/",
        "https://www.mediafly.com/press-releases/mediafly-finalizes-acquisition-of-insightsquared-offers-b2b-teams-the-most-complete-revenue-enablement-and-intelligence-platform-in-the-market/",
        "https://www.cuspera.com/products/mediafly-intelligence360-formerly-insightsquared-x-2680",
        "https://www.vendr.com/marketplace/mediafly-inc",
        "https://www.mediafly.com/pricing/"
      ],
      "record_url": "https://gtmmcps.com/tools/12-mediafly"
    },
    {
      "id": "02-outreach",
      "name": "Outreach",
      "capability": "Sales engagement platform for building, running, and tracking multichannel outbound sequences (email, call, social) and rep activity, tied into a CRM.",
      "api_access": "enterprise-only",
      "mcp_support": "official",
      "last_checked": "2026-09-02",
      "sources": [
        "https://support.outreach.io/support/solutions/articles/159000425158-outreach-mcp-server-overview",
        "https://support.outreach.io/support/solutions/articles/159000426361-where-are-the-outreach-development-portal-and-api-documentation-",
        "https://developers.outreach.io/",
        "https://www.outreach.ai/product",
        "https://www.outreach.ai/pricing"
      ],
      "record_url": "https://gtmmcps.com/tools/02-outreach"
    },
    {
      "id": "06-pipedrive",
      "name": "Pipedrive",
      "capability": "A sales-pipeline-focused CRM built around deal-stage visualization and activity tracking for sales teams.",
      "api_access": "free",
      "mcp_support": "official",
      "last_checked": "2026-09-07",
      "sources": [
        "https://www.pipedrive.com/en/features/mcp-server",
        "https://mcp.pipedrive.com/mcp"
      ],
      "record_url": "https://gtmmcps.com/tools/06-pipedrive"
    },
    {
      "id": "12-pipedrive",
      "name": "Pipedrive (AI Sales Assistant / forecasting)",
      "capability": "Pipedrive's built-in AI-driven forecasting layer - not a separately branded \"Insights\" product, but the CRM's AI Sales Assistant plus probability-weighted pipeline forecasting math. See 06-revops-infra.md for Pipedrive's full CRM entry (general MCP server, OAuth, free-on-all-plans MCP access) - this entry covers only the forecasting angle.",
      "api_access": "free",
      "mcp_support": "none-found",
      "last_checked": "2026-09-02",
      "sources": [
        "https://www.pipedrive.com/en/features/sales-forecasting-software",
        "https://www.pipedrive.com/en/features/ai-sales-assistant",
        "https://www.pipedrive.com/en/blog/ai-sales-forecasting"
      ],
      "record_url": "https://gtmmcps.com/tools/12-pipedrive"
    },
    {
      "id": "12-revenue-io",
      "name": "Revenue.io",
      "capability": "Salesforce-native AI-guided-selling platform whose forecasting product reads live Salesforce opportunity data to produce automatic rep/manager/VP forecast roll-ups without CSV exports or manual sync.",
      "api_access": "enterprise-only",
      "mcp_support": "none-found",
      "last_checked": "2026-09-02",
      "sources": [
        "https://www.revenue.io/forecasting",
        "https://www.revenue.io/faqs",
        "https://www.vendr.com/marketplace/revenue-io",
        "https://www.pulsemcp.com/servers?q=revenue.io",
        "https://www.revenue.io/pricing"
      ],
      "record_url": "https://gtmmcps.com/tools/12-revenue-io"
    },
    {
      "id": "12-salesforce-einstein-forecasting",
      "name": "Salesforce Einstein Forecasting",
      "capability": "Sales Cloud's AI forecasting feature, analyzing past opportunities, account history, and activities plus rep win-rates to generate revenue predictions with confidence ranges. See 06-revops-infra.md for Salesforce's full platform entry (Agentforce, Hosted MCP Servers, enterprise-only MCP gate) - this entry covers only the forecasting-specific angle.",
      "api_access": "enterprise-only",
      "mcp_support": "none-found",
      "last_checked": "2026-09-02",
      "sources": [
        "https://trailhead.salesforce.com/content/learn/modules/sales-forecasting/view-and-set-sales-forecasts"
      ],
      "record_url": "https://gtmmcps.com/tools/12-salesforce-einstein-forecasting"
    },
    {
      "id": "02-salesloft",
      "name": "Salesloft",
      "capability": "Sales engagement platform (merged with Clari in Dec 2025) for multichannel outbound cadences, call/email execution, and rep activity tracking that feeds forecasting.",
      "api_access": "enterprise-only",
      "mcp_support": "official",
      "last_checked": "2026-09-07",
      "sources": [
        "https://developers.salesloft.com/",
        "https://www.salesloft.com/company/newsroom/salesloft-mcp-server-revenue-data-ai-ecosystem",
        "https://www.salesloft.com/company/newsroom/clari-salesloft-forecasting-execution-mcp-server",
        "https://champions.salesloft.com/product-updates/august-2026-release-notes-605",
        "https://www.vendr.com/marketplace/salesloft",
        "https://www.salesloft.com/pricing",
        "https://mcp.salesloft.com/mcp"
      ],
      "record_url": "https://gtmmcps.com/tools/02-salesloft"
    },
    {
      "id": "04-terret",
      "name": "Terret (BoostUp)",
      "capability": "A revenue-intelligence platform (\"answer-to-action\" engine) that analyzes call recordings and deal data to find winning patterns, generates sales playbooks, and pushes pre-call briefs/deal alerts/suggested talk tracks to reps in Slack - with some automated outreach-sequence drafting.",
      "api_access": "enterprise-only",
      "mcp_support": "none-found",
      "last_checked": "2026-09-02",
      "sources": [
        "https://www.terret.ai",
        "https://www.terret.ai/pricing"
      ],
      "record_url": "https://gtmmcps.com/tools/04-terret"
    },
    {
      "id": "12-varicent",
      "name": "Varicent",
      "capability": "Enterprise sales-performance-management (SPM) platform covering incentive compensation, quota setting, territory design, pipeline management, and revenue forecasting in one suite.",
      "api_access": "enterprise-only",
      "mcp_support": "none-found",
      "last_checked": "2026-09-02",
      "sources": [
        "https://www.varicent.com/products/sales-planning-software",
        "https://www.varicent.com/ai-for-sales",
        "https://elt.varicent.com/assets/elt-docs/en/get-started/account-settings/api-keys.html",
        "https://www.opensymmetry.com/api-varicent/",
        "https://www.pulsemcp.com/servers?q=varicent"
      ],
      "record_url": "https://gtmmcps.com/tools/12-varicent"
    },
    {
      "id": "12-xactly",
      "name": "Xactly",
      "capability": "Revenue platform combining incentive-compensation management (Xactly Incent) with pipeline/revenue forecasting (Xactly Forecast), using compensation-plan and rep-behavior data as a forecasting input.",
      "api_access": "enterprise-only",
      "mcp_support": "unknown",
      "last_checked": "2026-09-02",
      "sources": [
        "https://www.xactlycorp.com/products/xactly-forecast",
        "https://www.xactlycorp.com/products/xactly-incent",
        "https://www.xactlycorp.com/pricing",
        "https://www.pulsemcp.com/servers?q=xactly",
        "https://www.xactlycorp.com/products/xactly-intelligence/agents",
        "https://www.xactlycorp.com/company/press-room/Xactly-releases-fleet-of-agents"
      ],
      "record_url": "https://gtmmcps.com/tools/12-xactly"
    }
  ]
}