Create a G2X pipeline

What it does

Creates a pipeline owned by the signed-in user, as G2X's Create pipeline does: it gets the default stages a new G2X pipeline gets, or the named stages from the account's stage list. Answers with the pipeline's id, its stages (ids and names) and its G2X link; add records to it with g2x_add_to_pipeline. Each call creates a new pipeline. The account's plan sets how many pipelines it can have.

Inputs

• name (text, required): The pipeline's name, as it will show in G2X
• stages (list of text, optional): Stage names from the account's stage list, in place of the default stages a new G2X pipeline gets; leave out for the defaults

What it returns

Rows of records, each with a title, key facts and a link to its G2X record where one exists, plus notes on what the answer covers. A long list gives a cursor for the next page.

Try asking

Create a pipeline called FY27 Civilian Pursuits.

AI and your account

• Does not use G2X's own AI: your agent does any analysis with its own model.
• Changes data in your G2X account: it only adds, and does not change or remove what is already there.

Next steps

• Every tool, with inputs and examples
• Connect your agent to G2X