Oct 20, 2026
Forecast Notes and Forecast Status are available through the Data Parrot MCP. Forecast summaries now include won actuals.
Last updated
Forecast Notes and Forecast Status in the Data Parrot MCP
Your AI tool can now retrieve Forecast Notes with Deal details and Forecast Status. It gets every author's current note and can request saved version history. The Data Parrot MCP is read-only, so it cannot add, edit, or clear notes or change Forecast Status.
The get_forecast tool now includes won actuals. Your AI tool can compare revenue already won and open commitments against your existing goals.
Try asking:
- "Which commitments would our own team challenge despite positive CRM health scores?"
- "Whose monthly quota depends on closing their single largest committed Deal?"
- "Which teams can reach quarterly quota while some of their reps still miss?"
Use your existing Data Parrot MCP connection.
Markdown version