Find stale Pipedrive deals and alert reps using a Claude Code skill

mkdir -p .claude/skills/pd-stale-deal-alerts/{templates,references}

.claude/skills/pd-stale-deal-alerts/
├── SKILL.md                          # workflow guidelines + config
├── references/
│   └── pipedrive-deals-api.md        # Pipedrive API patterns
└── templates/
    └── slack-stale-alert.md          # Slack message template for stale deal alerts

---
name: pd-stale-deal-alerts
description: Find stale Pipedrive deals with no recent activity and alert owners in Slack
disable-model-invocation: true
allowed-tools: Bash, Read
---
 
## Goal
 
Find all open Pipedrive deals where `update_time` is older than a configurable threshold (default: 30 days). Group stale deals by owner, post a consolidated Slack message per rep listing their stale deals with values and days stale, and print a summary.
 
## Configuration
 
Read these environment variables:
 
- `PIPEDRIVE_API_TOKEN` — Pipedrive API token from Settings > Personal > Tools and Integrations > API (required)
- `PIPEDRIVE_COMPANY_DOMAIN` — your Pipedrive subdomain, e.g. "yourcompany" from yourcompany.pipedrive.com (required)
- `SLACK_BOT_TOKEN` — Slack bot token starting with xoxb- (required)
- `SLACK_CHANNEL_ID` — Slack channel ID starting with C (required)
 
Default stale threshold: 30 days. The user may request a different threshold.
 
## Workflow
 
1. Validate that all required env vars are set. If any are missing, print which ones and exit.
2. Fetch all open deals from Pipedrive, paginating if needed. See `references/pipedrive-deals-api.md`.
3. Fetch pipeline stages for human-readable context. See `references/pipedrive-deals-api.md`.
4. Filter deals where `update_time` is older than the threshold. Calculate days stale for each deal.
5. Group stale deals by `owner_id`. Fetch user names from Pipedrive so alerts address reps by name. See `references/pipedrive-deals-api.md`.
6. Post a consolidated Slack message per rep using the format in `templates/slack-stale-alert.md`.
7. Print a summary of how many reps were alerted and total stale deal count.
 
## Important notes
 
- `update_time` updates on ANY deal field change — including non-sales activity like editing the deal description or changing a custom field. Some deals may appear active despite no real engagement. Mention this caveat in your summary.
- Pipedrive's "rotting" visual indicator is configured per pipeline stage but is not exposed via API filters. The skill must calculate staleness from `update_time` directly.
- Paginate with `start` and `limit` query params (max 500 per page). Check `additional_data.pagination.more_items_in_collection` to determine if more pages exist.
- The API token does not expire (unlike OAuth tokens). It remains valid until the user regenerates it in Pipedrive settings.
- `SLACK_CHANNEL_ID` must be the channel ID (starts with `C`), not the channel name.
- The Slack bot must be invited to the target channel or `chat.postMessage` will fail with `not_in_channel`.
- Use `urllib.request` for HTTP calls (no external dependencies required).

# Slack Stale Deal Alert Template
 
Post one consolidated message per rep. Each message lists all of that rep's stale deals.
 
## Block Kit JSON
 
```json
{
  "channel": "<SLACK_CHANNEL_ID>",
  "text": "Stale Deal Alert: You have <count> deals with no activity in the last <threshold> days",
  "blocks": [
    {
      "type": "section",
      "text": {
        "type": "mrkdwn",
        "text": ":warning: *Stale Deal Alert*\nYou have <count> deals with no activity in the last <threshold> days:"
      }
    },
    {
      "type": "section",
      "text": {
        "type": "mrkdwn",
        "text": "1. *<deal_title>* ($<deal_value>) — <days_stale> days stale\n2. *<deal_title>* ($<deal_value>) — <days_stale> days stale\n3. *<deal_title>* ($<deal_value>) — <days_stale> days stale"
      }
    },
    {
      "type": "section",
      "text": {
        "type": "mrkdwn",
        "text": "Total at-risk value: $<total_value>"
      }
    },
    {
      "type": "context",
      "elements": [
        {
          "type": "mrkdwn",
          "text": "Update these deals or close them to keep the pipeline accurate. <<pipedrive_link>|View your pipeline in Pipedrive>"
        }
      ]
    }
  ]
}
```
 
## Notes
 
- The top-level `text` field is required by the Slack API as a fallback for notifications and accessibility.
- Build one numbered list per rep. Sort deals by days stale (most stale first).
- Format values with comma separators (e.g., $75,000 not $75000).
- `value` may be null if not set on the deal. Display "N/A" when null.
- The Pipedrive pipeline link format: `https://<PIPEDRIVE_COMPANY_DOMAIN>.pipedrive.com/pipeline/default/user/everyone`.
- Individual deal links: `https://<PIPEDRIVE_COMPANY_DOMAIN>.pipedrive.com/deal/<DEAL_ID>`.
- If a rep has more than 10 stale deals, show the top 10 and add a line: "...and X more. View all in Pipedrive."
- Include the total at-risk value (sum of all stale deal values for that rep).

# Pipedrive Deals API Reference
 
## Fetch all open deals
 
Retrieve all deals with status "open" from Pipedrive. Paginate through results.
 
**Request:**
 
```
GET https://api.pipedrive.com/v1/deals?status=open&start=0&limit=500&api_token=<PIPEDRIVE_API_TOKEN>
```
 
**Response shape:**
 
```json
{
  "success": true,
  "data": [
    {
      "id": 98765,
      "title": "Meridian Health — Data Platform",
      "value": 75000,
      "currency": "USD",
      "status": "open",
      "stage_id": 3,
      "pipeline_id": 1,
      "owner_id": 12345,
      "org_id": 11111,
      "person_id": 54321,
      "expected_close_date": "2026-05-20",
      "update_time": "2026-01-15 10:30:00"
    }
  ],
  "additional_data": {
    "pagination": {
      "start": 0,
      "limit": 500,
      "more_items_in_collection": false,
      "next_start": 500
    }
  }
}
```
 
**Pagination:**
 
- `start` — offset for the first result (default: 0)
- `limit` — max results per page (max: 500)
- `more_items_in_collection` — if `true`, fetch next page with `start=<next_start>`
- Loop until `more_items_in_collection` is `false` or `data` is null/empty
 
## Fetch pipeline stages
 
Resolve numeric stage IDs to human-readable stage names.
 
**Request:**
 
```
GET https://api.pipedrive.com/v1/stages?api_token=<PIPEDRIVE_API_TOKEN>
```
 
**Response shape:**
 
```json
{
  "success": true,
  "data": [
    {
      "id": 1,
      "name": "Qualified Lead",
      "pipeline_id": 1,
      "order_nr": 1
    },
    {
      "id": 2,
      "name": "Discovery",
      "pipeline_id": 1,
      "order_nr": 2
    },
    {
      "id": 3,
      "name": "Proposal Sent",
      "pipeline_id": 1,
      "order_nr": 3
    }
  ]
}
```
 
Build a dictionary mapping `id` → `name` so you can include the stage in alert messages.
 
## Fetch user names
 
Resolve `owner_id` values to rep names for personalized alerts.
 
**Request:**
 
```
GET https://api.pipedrive.com/v1/users?api_token=<PIPEDRIVE_API_TOKEN>
```
 
**Response shape:**
 
```json
{
  "success": true,
  "data": [
    {
      "id": 12345,
      "name": "Jane Smith",
      "email": "jane@company.com",
      "active_flag": true
    }
  ]
}
```
 
Build a dictionary mapping `id` → `name` so each Slack message addresses the rep by name.
 
## Notes
 
- `update_time` is a datetime string in the format `YYYY-MM-DD HH:MM:SS` (Pipedrive local time). Parse it to compare against the stale threshold.
- `value` is a number (not a string). It may be null if the deal value hasn't been set.
- Stage IDs are numeric. Always resolve via the `/v1/stages` endpoint.
- API tokens do not expire. They remain valid until regenerated in Pipedrive settings.
- Rate limits: token-based daily budget (30,000 base tokens x plan multiplier x seats). A single deal list request costs 1 token. A 429 response means the daily budget is exhausted.

/pd-stale-deal-alerts

Checking for deals with no activity in the last 30 days...
  Fetched 8 pipeline stages
  Fetched 147 open deals (1 page)
  Found 23 stale deals across 6 reps
  Posted alert for Jane Smith (5 stale deals, $218,000 at risk)
  Posted alert for Marcus Chen (4 stale deals, $142,500 at risk)
  Posted alert for Sarah Lopez (4 stale deals, $95,000 at risk)
  Posted alert for Dev Patel (4 stale deals, $87,000 at risk)
  Posted alert for Emily Tran (3 stale deals, $63,500 at risk)
  Posted alert for Raj Gupta (3 stale deals, $52,000 at risk)
Done. Alerted 6 reps about 23 stale deals ($658,000 total at-risk value).
Note: Staleness is based on update_time, which changes on any field edit —
some deals may have been modified without real sales activity.

# Run every weekday at 9 AM (local time)
0 9 * * 1-5 cd /path/to/your/project && claude -p "Run /pd-stale-deal-alerts" --allowedTools 'Bash(*)' 'Read(*)'

name: Pipedrive Stale Deal Alerts
on:
  schedule:
    - cron: '0 14 * * 1-5'  # 9 AM ET (UTC-5) on weekdays
  workflow_dispatch: {}       # Manual trigger for testing
jobs:
  alert:
    runs-on: ubuntu-latest
    steps:
      - uses: actions/checkout@v4
      - uses: anthropics/claude-code-action@v1
        with:
          prompt: "Run /pd-stale-deal-alerts"
          allowed_tools: "Bash(*),Read(*)"
        env:
          ANTHROPIC_API_KEY: ${{ secrets.ANTHROPIC_API_KEY }}
          PIPEDRIVE_API_TOKEN: ${{ secrets.PIPEDRIVE_API_TOKEN }}
          PIPEDRIVE_COMPANY_DOMAIN: ${{ secrets.PIPEDRIVE_COMPANY_DOMAIN }}
          SLACK_BOT_TOKEN: ${{ secrets.SLACK_BOT_TOKEN }}
          SLACK_CHANNEL_ID: ${{ secrets.SLACK_CHANNEL_ID }}