Bigmind helps sales teams research accounts, prepare calls, summarize meetings, send follow-up emails, enroll prospects in outreach sequences, review deals and pipeline, and prepare forecasts.
It brings together your CRM, email, calendar and customer conversations to identify risks and recommend next steps. Review emails, sequences and opportunity updates directly in your AI, then send, enroll or apply changes. More
MCP connector Server URL https://api.bigmind.ai/mcpCopy Login OAuth Tools Reads data11 countListRowsByColumnValue describeListColumnValues describeSignalById findListRowsWhere getAccountForContact getAccountForDeal getCategory getCoachingSimulation getCrmRecordsBySession getDocumentById getFramework
Changes data25 addListColumns addListRows addListTargetablePeople adminCreateDemoMeetingSession createBattlecard createCaseStudy createCategory createCoachingSimulation createCompetitor createCustomVocabulary createDocumentTemplate createFramework createIcp createLibraryDocument createList createPlaybook createProduct createProductFamily createScorecard createScorecardQuestion createTalkingPointQuestion createTalkingPoints createTalkingPointSection createTodo createTracker
Deletes or can't be undone4 deleteCoachingSimulation deleteList deleteListColumn deleteListRows
Skills 38 in the Claude listing
Account context Assemble a current account brief from connected CRM, conversations, activities, documents, tasks and signals. Account plan Create or refresh a strategic Bigmind account plan with customer goals, stakeholder coverage, opportunities and an executable action plan. Account research Research a company or prospect and assess fit using public sources, connected CRM history and the workspace ICP. Account tiering Score and tier a defined account List or book using transparent ICP fit, engagement and buying-signal evidence. Build outreach list Build, import, enrich and qualify a Bigmind prospect List with targetable people ready for requested outreach. Call prep Prepare for a specific upcoming customer call using Bigmind meeting history, CRM context and unresolved commitments. Call summary Process a completed customer call into a sourced recap, follow-up email, tasks, record-linked Bigmind notes and reviewed opportunity changes. Close plan Build a customer-evidenced business case and mutual action plan, then prepare the communications and opportunity changes needed to close. Coach rep Turn Bigmind deal and call evidence into a focused rep coaching plan, practice simulation and follow-up tasks. Competitive intelligence Analyze a competitor in a deal or across a dated cohort and create evidence-backed Bigmind battlecards and actions. Configure revenue intelligence Configure Bigmind trackers, frameworks, scorecards and coaching resources for a defined revenue question and scope. Create an asset Create a customer-specific business case, one-pager or leave-behind from Bigmind account evidence and approved Library content. Crm hygiene check Audit a scoped Bigmind pipeline for missing or inconsistent values and prepare evidence-backed corrections for review. Customer health Review a customer’s relationship health and prepare a Bigmind QBR or recovery plan from real account evidence. Customer voice Extract attributed customer quotes and themes from a defined Bigmind conversation cohort for product, sales or enablement questions. Daily briefing Build a Bigmind morning briefing from today’s customer meetings, closing deals, Inbox items and due tasks. Deal advance gap Find what is missing to advance or close a specific connected CRM deal and turn the gaps into sequenced actions. Deal review Review a connected CRM opportunity’s actual health, qualification evidence, risks and actions using platform frameworks and warnings. Deal signals Review Bigmind warnings, account signals and deal activity for actionable risks or opportunities across a defined book. Deal slip scenario Model how a named deal slipping, shrinking or being lost changes a scoped Bigmind forecast and recovery plan. Draft outreach Prepare a personalized Bigmind email or multi-touch outreach sequence and complete the requested native review or enrollment flow. End of day Close the sales day by reconciling recorded calls, open commitments, pending review cards and tomorrow’s priorities in Bigmind. Expansion whitespace Find evidence-backed expansion opportunities within Bigmind customer accounts and prepare the next commercial actions. forecast Prepare a scoped revenue forecast narrative from connected CRM opportunities and explicit forecast mappings, with evidence and supported review actions. Handle objection Prepare an evidence-grounded response to a customer objection using Bigmind deal history, approved proof points and competitive knowledge. Inbox sweep Triage accessible customer email or Bigmind Inbox work and prepare relevant replies and follow-ups. Lead triage Qualify inbound prospects or a supplied lead backlog against the workspace ICP and prioritize next actions in Bigmind. Log activity Capture customer interaction outcomes as Bigmind notes and tasks linked to connected CRM records, using typed activity creation only when actually exposed. Manage campaign Configure, validate, preview and manage Bigmind outreach campaigns, supplied sequences, unsent messages and enrollment receipts. Pipeline review Review a scoped Bigmind pipeline for coverage, material risks and prioritized interventions using configured pipeline views. Renewal radar Review upcoming customer renewals in Bigmind and turn evidenced risks into a dated retention plan. Rep context Prepare a sales manager’s one-to-one with a named rep from Bigmind pipeline, activity, commitments and coaching evidence. setup Guide post-signup Bigmind onboarding: connect a CRM, install the Chrome extension, connect team or individual email and calendar, and verify readiness for sales workflows. Stakeholder map Map a connected CRM account or deal’s stakeholders, demonstrated influence, engagement gaps and next relationship actions. Team pipeline Review a team’s Bigmind pipeline by rep and stage, with specific deal interventions and coaching needs. Update opportunity Review and apply requested connected CRM opportunity stage, amount or close-date changes through the native CRM review card. Weekly wrap Summarize a sales week’s outcomes, evidenced deal changes, customer commitments and next-week priorities. Win loss review Analyze a bounded set of closed deals and their Bigmind conversation evidence to explain wins, losses and improvements. 