Chat with your Exact Sales data

AI to analyze Exact Sales data with Claude and ChatGPT

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No credit card required | 14 days | 10 million records | 30 pipelines

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Exact Sales
You
How many leads moved to qualified stage this week?
Lead Lifecycle
This week, 47 leads advanced from prospecting to qualified status in your Exact Sales pipeline.
Via Kondado MCP
You
What is the total value of open opportunities?
Sales Opportunities
Your current open sales opportunities in Exact Sales represent a combined value of R$ 1.2M.
Via Kondado MCP
You
Which SDR had the most calls completed yesterday?
SDR Performance
Mariana Santos completed 23 calls yesterday, ranking first among your Exact Sales SDR team.
Via Kondado MCP
You
What percentage of leads were discarded last month?
Lead Quality
Last month, 12% of incoming leads were discarded due to qualification mismatches in Exact Sales.
Via Kondado MCP
Works in Claude, ChatGPT and any MCP client

AI to analyze Exact Sales data with Claude and ChatGPT

Connect your Exact Sales data to Claude, ChatGPT, or any MCP client and start asking questions in natural language about your sales pipeline. Query lead conversion trends across different lifecycle stages, compare Sales Development Representative performance metrics, or check the current status of high-value opportunities without writing a single line of code. The AI reads your replicated Exact Sales data and returns instant insights about funnel progression, call outcomes, and qualification rates directly in your chat interface, and other MCP clients also work for this analysis.

Kondado replicates data from Exact Sales into 17 structured tables accessible via MCP, enabling direct analysis through Claude, ChatGPT, and other compatible clients. The same data that powers your AI conversations also fuels ready dashboards in Power BI and Looker Studio, giving you both conversational exploration and visual monitoring options.

Sales managers use this conversational analysis to track weekly pipeline velocity and identify specific bottlenecks where leads stall between stages. Revenue operations analysts ask about discarded lead patterns and source effectiveness to optimize acquisition spend and improve funnel quality. Marketing teams query qualification rates and pain point distributions to refine targeting strategies, while finance professionals monitor opportunity values and closing forecasts, all through simple chat interactions that feel like messaging a knowledgeable colleague.

I prefer ready dashboards

Dashboard templates in Power BI and Looker Studio, connected to your Exact Sales data by Kondado in minutes.

View Exact Sales dashboards →

I want to ask the AI

Claude, ChatGPT and other MCP clients query your Exact Sales data in natural language.

View MCP setup →

The Exact Sales data source exposes 17 detailed tables containing 194 fields that you can query conversationally. The Leads table provides comprehensive profiles including closing forecast dates and CNPJ data, while Lead Lifecycle tracks how prospects advance through your funnel from origin to destination stages. Sales Opportunities contains critical deal values and prioritization data, Calls records detailed interaction histories with status tracking, and Sales Development Representatives offers performance metrics for your SDR team.

Combining these datasets unlocks deeper insights, such as correlating specific lead sources with qualification success rates or analyzing which SDR activities drive the fastest progression through lifecycle stages. Cross-referencing Discarded Leads with Lead Stages helps identify where prospects most commonly exit your funnel. All data refreshes on a configurable schedule, ensuring your AI responses reflect the latest appointments, activities, and opportunity updates from your Exact Sales environment.

How to connect Exact Sales to Claude, ChatGPT and other AI clients

MCP is an open standard. Add the Kondado server to the connections of Claude (Web or Desktop), ChatGPT, or any other MCP client you use, and authorize via OAuth at app.kondado.com.br. Setup through the UI, no code.

Kondado MCP server: https://mcp.kondado.io/mcp
Detailed guide: Claude Detailed guide: ChatGPT
AI vocabulary

Exact Sales tables and metrics available via Kondado

Each item below is something Claude, ChatGPT or another MCP client already knows how to query — no schema setup, no manual mapping.

17
Tables
194
Fields
∞
Ad-hoc questions
Appointments
Includes fields such as id, lead_id, and salesrep_email, enabling tracking of scheduled meetings and their notes.
Activities
Contains information about scheduled activities, including id, leadid, and status, facilitating the management of tasks related to leads.
Boxes
Presents data such as id, leadid, and status, allowing management of meetings and their respective notes.
Lead Lifecycle
Includes fields such as lead_id, origin_stage, and destination_stage, tracking the evolution of leads through the funnel.
Lead Stages
Presents information such as id, active, and funnel_id, detailing the different stages a lead can go through.
Leads
Contains data such as id, closing_forecast_date, and cnpj, providing a detailed profile of leads and their status in the funnel.
Discarded Leads
Includes information about leads that have been discarded, with fields such as lead_id and discard_date, allowing analysis of losses.
Leads: Custom Fields
Presents custom fields associated with leads, allowing for more detailed analysis tailored to specific needs.
Leads: Contacts
Includes information about contacts associated with leads, with fields such as contacts_id and email, facilitating communication.
Leads: Pain Points
Presents the main pain points identified in leads, allowing for a more effective approach in sales strategies.
Lead Qualifications
Includes information about the lead such as id, description, and status, allowing for detailed analysis of qualifications and conversion potential.
Calls
Records details of calls made, including id, lead_id, status, and date, facilitating tracking of interactions with leads.
Markets
Provides information about different markets, including id and name, allowing segmentation and analysis of leads by sector.
Sales Opportunities
Contains data on opportunities, including id, lead_id, and value, essential for assessing sales potential and prioritizing leads.
Sources and Sub-sources
Presents information about lead sources, including id and name, helping to understand where leads come from and their effectiveness.
Sales Development Representatives (SDRs)
Includes data on sales development representatives, such as id, name, and email, allowing for management and analysis of sales team performance.
Sales Representatives
Contains information about sales representatives, including id, name, and email, essential for managing the sales team and their interactions with leads.
Full docs on the wiki → Connect Exact Sales now →

How to connect and use AI with your data

In 3 steps: connect on Kondado, pick dashboard or chat, analyze.

1
Connect Exact Sales to Kondado

Connect Exact Sales on Kondado at app.kondado.com.br and select a 'Via Kondado destination' so your data lands ready for AI access and for the dashboard templates.

2
Add Kondado MCP in Claude or ChatGPT

In Claude (Web or Desktop) or in ChatGPT, add the Kondado MCP server in the connection settings and authorize once via OAuth, the same setup works in both clients with no CLI or code needed.

3
Chat about Exact Sales data naturally

Ask in chat using natural language about Exact Sales data, and for visual recurring monitoring, open a ready Power BI or Looker Studio dashboard template.

Other connectors with AI via MCP

Same Kondado data, in chat through Claude, ChatGPT and other MCP clients.

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Hubspot Hubspot
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Meetime Meetime
NectarCRM NectarCRM
Pipedrive Pipedrive
PipeRun PipeRun
Ploomes Ploomes
RDStation CRM RDStation CRM
Salesforce Salesforce

Marketing and Automation

Google Ads Google Ads
E-goi E-goi
Google Search Console Google Search Console
Hi Platform Hi Platform
Huggy Huggy
Linkedin Linkedin
MailChimp MailChimp
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Mautic Mautic
Pushwoosh Pushwoosh
RDStation RDStation
Salesforce Marketing Cloud (Exact Target) Salesforce Marketing Cloud (Exact Target)
SenseData SenseData
Taboola Taboola
Twilio Twilio
WordPress WordPress

Advertising and Media

Apple App Store Apple App Store
Bing Bing
Criteo Criteo
Facebook Facebook
Facebook Ads Facebook Ads
Google Play Store Google Play Store
Instagram Ads Instagram Ads
Meta Ads Meta Ads
Microsoft Ads Microsoft Ads
Microsoft Advertising Microsoft Advertising
Pinterest Ads Pinterest Ads
TikTok Ads TikTok Ads
X Ads X Ads
YouTube YouTube

E-commerce and Marketplaces

Bling! Bling!
Hotmart Hotmart
Loja Integrada Loja Integrada
Mercado Libre Mercado Libre
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Olist Tiny Olist Tiny
Omie Omie
Pagar.me Pagar.me
Shopify Shopify
Tiny ERP Tiny ERP
Tray Tray
VNDA VNDA
VTEX VTEX
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Financial and Payments

ASAAS ASAAS
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Sympla Sympla

Support and Customer Service

55pbx 55pbx
api4com api4com
Blip (take) Blip (take)
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EADBOX EADBOX
Freshdesk Freshdesk
Movidesk Movidesk
Recruiterbox Recruiterbox
Stilingue Stilingue
Wootric Wootric
Zendesk Zendesk
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Databases

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Azure Table Storage Azure Table Storage
BigQuery BigQuery
InfluxDB v1 InfluxDB v1
MongoDB MongoDB
MySQL (& MariaDB) MySQL (& MariaDB)
Oracle Oracle
PostgreSQL PostgreSQL
SQLServer SQLServer
Webhook Webhook

Productivity and Collaboration

ClickUp ClickUp
Google Sheets Google Sheets
Jira Jira
monday.com monday.com
Notion Notion
Pipefy Pipefy
Tangerino Tangerino
Toggl Toggl
Trello Trello

Social Media

Instagram Instagram
TikTok Organic TikTok Organic

User Analytics

Google Analytics GA4 Google Analytics GA4
Mixpanel Mixpanel
Zeeng Zeeng

Storage and Transfer

Amazon S3 Amazon S3
FTP FTP
Google Cloud Storage Google Cloud Storage
See all AI connectors →

Related on Kondado

Frequently asked questions about AI

How ready dashboards and chat via Claude / ChatGPT work together with your data via Kondado.

What types of business questions can I ask Claude about my Exact Sales pipeline data? ▼
You can ask about lead conversion rates between specific lifecycle stages, compare performance across different Sales Development Representatives, analyze the distribution of leads by market segment, or query the total value of opportunities in your current funnel. The AI can cross-reference data from multiple tables to answer complex questions about which lead sources generate the most qualified prospects or identify patterns in discarded leads.
How do I configure Claude Web or Desktop to access my Exact Sales data through Kondado? ▼
Open your Claude client and navigate to the connection settings where you can add a new MCP server. Enter the Kondado MCP server URL and complete the OAuth authorization at app.kondado.com.br to grant read access to your Exact Sales data. This same GUI-based configuration works for both Claude Web and Claude Desktop without requiring any command line tools or JSON configuration files.
Can ChatGPT or Claude create new leads or update opportunity values in my Exact Sales CRM? ▼
No, the AI access is read-only for analytical purposes only. The MCP connection allows Claude, ChatGPT, and other clients to query and analyze your existing Exact Sales data through natural language conversation, but it cannot execute actions such as creating records, modifying lead statuses, or updating opportunity values in your source system.
How does the authentication process work when connecting ChatGPT to my Exact Sales data? ▼
When you add the Kondado MCP server in ChatGPT's connection settings, you will be redirected to app.kondado.com.br to complete a one-time OAuth authorization. This secure browser-based flow grants the AI client permission to read your replicated Exact Sales data without requiring you to copy and paste API keys or credentials into the chat interface.
How frequently does the Exact Sales data update when I am chatting with the AI about current metrics? ▼
Data replication occurs on a configurable schedule that you set in your Kondado account, ensuring the AI responses reflect recent changes from your Exact Sales environment. While the chat interface provides immediate answers to your questions, the underlying data updates automatically based on your chosen frequency rather than being a continuous live stream.
What is the difference between asking AI questions about Exact Sales and using the ready dashboard templates? ▼
The AI chat interface allows for exploratory, conversational analysis where you can ask spontaneous questions about specific leads, compare arbitrary date ranges, or investigate anomalies in natural language. The ready Power BI and Looker Studio dashboard templates provide fixed visual layouts designed for recurring monitoring of standard KPIs and metrics, offering structured views rather than interactive dialogue.
Which ready dashboards are available for visual monitoring of my Exact Sales data? ▼
Kondado provides report templates for Power BI and Looker Studio that visualize your Exact Sales data in comprehensive dashboards. These templates cover standard sales metrics including pipeline value, lead lifecycle progression, SDR activity rates, and opportunity conversion funnels, allowing you to monitor performance visually while using the AI chat for deeper investigative analysis.

Try out all the features for free for 14 days