How many deals are currently in the negotiation stage?
Ploomes Sales
You have 47 active deals in the negotiation stage with a combined value of R$ 2.3M.
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You
Which client segment had the highest growth last quarter?
Ploomes Clients
The Enterprise segment grew +34% QoQ with 12 new closed deals worth R$ 890K total.
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You
What is our current proposal approval rate?
Ploomes Proposals
Your proposal approval rate stands at 68%, up from 61% last month across all product groups.
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You
Which sales rep has the most tasks overdue?
Ploomes Tasks
Marina Silva has 8 overdue tasks, primarily follow-ups with clients in the tech segment.
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Works in Claude, ChatGPT and any MCP client
AI to analyze Ploomes data with Claude and ChatGPT
Ask Claude, ChatGPT or any MCP client about your Ploomes data using natural language chat. Query deal stages to identify where opportunities stall in your sales funnel, analyze proposal approval rates by product group, or compare client acquisition costs across different segments without writing SQL or manually exporting spreadsheets.
Kondado replicates Ploomes data through 36 pipelines accessible via MCP, enabling analysis in Claude, ChatGPT, and other MCP clients. The same data also powers ready reports in Power BI and Looker Studio for visual monitoring.
Sales managers track funnel velocity by asking about deal progression across stages and loss reasons. Marketing analysts segment client sources to optimize acquisition spend and identify high-value segments. Operations teams monitor task completion rates, user activity, and document workflows to balance workloads and ensure compliance. Each role gets immediate answers directly in chat, turning complex CRM data into actionable business intelligence without technical setup.
The pipelines below expose every aspect of your Ploomes CRM for conversational analysis. Query the Deals and Deal Stages pipelines to track conversion rates between proposal and closure, or combine the Clients and Client Segments pipelines to analyze which customer categories drive the most revenue. The Products and Product Families pipelines reveal inventory performance and category trends, while the Interaction Records and Tasks pipelines help measure team productivity and client engagement frequency. Cross-analyzing the Sales, Sales Stages, and Deal Loss Reasons pipelines uncovers patterns in won versus lost opportunities, revealing which funnel steps need attention. Data updates on a configurable schedule, ensuring your AI chat reflects the latest client interactions, deal movements, and task completions.
How to connect Ploomes 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.
Each item below is something Claude, ChatGPT or another MCP client already knows how to query — no schema setup, no manual mapping.
36
Tables
275
Fields
∞
Ad-hoc questions
Positions
Table contains information about positions, including id, name, and associated user profile.
Cities
Table presents data about cities, including id, name, and associated state.
Cities: states
Table provides information about states related to cities, including id and state name.
Cities: countries
Table contains data about countries associated with cities, including id and country name.
Clients (companies and individuals)
Table presents information about clients, including id, name, email, and status.
Clients: ratings
Table provides data about client ratings, including id and rating name.
Clients: sources
Table contains information about client sources, including id and source name.
Clients: relationships
Table presents data about relationships between clients, including id and relationship type.
Clients: segments
Table provides information about client segments, including id and segment name.
Clients: status
Table contains data about client status, including id and status description.
Client Types
Includes fields such as id and name, allowing categorization of clients into different types for better management.
Departments
Contains fields such as id and name, facilitating the organization and structuring of departments within the company.
Documents
Presents fields such as id and filename, allowing management of documents associated with clients and sales.
Currencies
Includes fields such as id and currency, essential for financial management and conversion of values in different currencies.
Deals
Has fields such as id, ordernumber, and amount, allowing tracking and analysis of completed sales.
Deal Stages
Includes fields such as id, name, and ordination, which help define the progression of deals through different stages.
Deal Funnels
Presents fields that allow visualization and management of different sales funnels and their stages.
Deal Loss Reasons
Includes fields such as id and name, helping to identify and analyze the reasons why deals were not closed.
Deal Status
Presents fields that indicate the current status of deals, allowing better tracking of progress.
Products
Contains fields such as id and name, essential for managing and categorizing the products offered.
Product Groups
Includes fields such as id, name, and description, allowing for the categorization of products into specific groups for better organization and analysis.
Product Families
Contains fields such as id, name, and group_id, facilitating the organization of products into related families for more efficient management.
Proposals
Presents fields such as id, filename, and approval status, allowing for the management and tracking of proposals sent to clients.
Proposal Products
Includes fields such as proposal_id, product_id, and quantity, detailing the products included in each proposal for accurate tracking.
Proposal Approval Status
Contains fields such as id and name, allowing for the categorization of different approval statuses for submitted proposals.
Interaction Records
Includes fields such as id, type, and date, recording interactions made with clients for relationship analysis.
Tasks
Presents fields such as id, name, and status, allowing for effective management of tasks assigned to users within the platform.
Task Recurrence Intervals
Contains fields such as id and frequency, defining the periodicity of tasks for better work organization.
Task Types
Includes fields such as id and name, categorizing tasks into different types for easier management.
Email Reminder Types
Presents fields such as id and description, allowing the configuration of different types of email reminders for users.
Users
Table contains information about users, including fields such as id, name, and email, as well as role id and profile id.
User Suspension Reasons
Table lists the reasons for user suspension, with fields such as id and name, along with comments on the suspension.
User Profiles
Table presents user profiles, including fields such as id, name, and avatar url, along with phone and user language.
Sales
Table contains data on sales, including fields such as id, order number, date, customer id, and total sale amount.
Sales Stages
Table lists sales stages, with fields such as id, name, icon, and ordination of stages within a funnel.
Sales Products
Table contains information on sold products, including fields such as order id, product id, and quantity, along with unit price and discount.
In 3 steps: connect on Kondado, pick dashboard or chat, analyze.
1
Connect Ploomes on Kondado
Go to app.kondado.com.br to add Ploomes as a data source and select a Via Kondado destination. Your data replicates on a configurable schedule and becomes ready for AI access and dashboard templates.
2
Add Kondado MCP in Claude or ChatGPT
In Claude (Web or Desktop) or ChatGPT, open the MCP server settings and add Kondado. Authorize once via OAuth at app.kondado.com.br. Both clients use the same simple GUI setup with no command line needed.
3
Analyze in chat or open a dashboard
Ask natural language questions about Ploomes deals, clients, or tasks in your AI chat. For visual recurring monitoring, open a ready Power BI or Looker Studio report template.
Other connectors with AI via MCP
Same Kondado data, in chat through Claude, ChatGPT and other MCP clients.
How ready dashboards and chat via Claude / ChatGPT work together with your data via Kondado.
What business questions can I ask Claude or ChatGPT about my Ploomes data?▼
You can ask about deal conversion rates by stage, identify which client segments generate the highest proposal values, or analyze task completion patterns across your sales team. The AI reads your replicated Ploomes data to answer questions about sales performance, client distribution, and operational metrics in natural language.
How do I connect Claude or ChatGPT to analyze Ploomes data through Kondado?▼
Open the connection settings in Claude (Web or Desktop) or ChatGPT and add the Kondado MCP server. You will be redirected to app.kondado.com.br to authorize access via OAuth once. No command line tools or JSON configuration is required for either client.
Can the AI write data back to Ploomes or execute actions like creating deals?▼
No, the AI access is read-only for analytical chat. You can query and analyze data about deals, clients, and tasks, but the AI cannot create records, update stages, or execute workflows in your Ploomes account.
How often is the Ploomes data updated for AI analysis?▼
Kondado replicates Ploomes data on a configurable schedule that you control. Once updated, the fresh data is immediately available for questioning in Claude, ChatGPT, or any other MCP client without manual refresh steps.
What is the difference between asking the AI about Ploomes data and using a dashboard template?▼
AI chat answers specific ad-hoc questions in natural language, ideal for deep dives and on-demand analysis. Ready reports in Power BI and Looker Studio provide visual monitoring with charts and filters for recurring metrics review, using the same underlying data.
Do other MCP clients work besides Claude and ChatGPT?▼
Yes, any MCP-compatible client can connect to Kondado to analyze Ploomes data. Claude and ChatGPT are the most popular options, but other MCP clients support the same OAuth-based setup and provide identical access to your 36 Ploomes pipelines.
Which dashboard templates are available for Ploomes data?▼
Kondado offers ready report templates in Power BI and Looker Studio that visualize your Ploomes data. These templates cover sales funnel analysis, client segmentation, and performance metrics, complementing the conversational analysis available through AI chat.
Ploomes
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