MCP For Claude Marketplace
CRM PipeRun

CRM PipeRun MCP Connector for Claude

A+

Manage your sales pipeline and activities via PipeRun — track tasks, upload files, and organize deals directly from any AI agent.

11 tools Official Updated Oct 1, 2026 Official Vinkius Partner
More Details Connect to Claude

Connect your PipeRun CRM account to any AI agent to streamline your sales operations through natural conversation.

What you can do

  • Activity Management — List, create, update, and delete tasks or appointments to keep your sales momentum.
  • File Handling — Upload documents to deals, persons, or companies, and manage existing attachments effortlessly.
  • Activity Types — Explore and categorize your interactions using specific activity types defined in your CRM.
  • Detailed Inspection — Retrieve full metadata for specific activities or files to get the context you need.

How it works

  1. Subscribe to this server
  2. Enter your PipeRun API Token
  3. Start managing your CRM from Claude, Cursor, or any MCP-compatible client

Who is this for?

  • Sales Representatives — quickly update meeting notes and task statuses without leaving your workflow.
  • Sales Managers — monitor team activities and file attachments across deals.
  • Operations Teams — automate the organization of sales documents and activity logging.
crmsales-pipelineactivity-trackingfile-managementsales-productivity

11 tools expose this connector's capabilities to your AI agent.

delete_activity

Requires the unique ID of the activity to be deleted. Delete an activity

get_activity

Pass the activity ID to fetch the data. Get details for a specific activity

list_files

Supports pagination and filtering. List files attached to deals, persons, or companies

upload_file

Requires base64 encoded file content. Upload a file to a deal, person, or company

create_activity

Provide at least an activity type ID and a title. Create a new activity

delete_file

Specify the file ID to be deleted. Delete a file from PipeRun

get_activity_type

Pass the required activity type ID. Get details for a specific activity type

get_file

Provide the file ID as the required parameter. Get details for a specific file

list_activities

Use the ’with’ parameter to specify required relationships. List activities (tasks and appointments)

list_activity_types

Use the ’cursor’ parameter for pagination. List all activity types

update_activity

Must provide the activity ID and at least one field to update. Update an existing activity

See how to talk to your AI agent using CRM PipeRun.

List my activities for today from PipeRun.

I've retrieved your activities. You have 3 tasks scheduled: a 'Follow-up Call' with John Doe, a 'Contract Review' for Deal #445, and a 'Discovery Meeting' at 3 PM.

Upload this proposal to deal ID 12345.

The file 'Proposal_v1.pdf' has been successfully uploaded and attached to Deal 12345.

Create a new meeting activity for tomorrow morning.

I've created a new activity. Title: 'Client Meeting', Type: 'Meeting', Status: 'Open'. It is assigned to you for tomorrow.

Yes! Use the `list_activities` tool to retrieve all scheduled tasks and appointments. You can filter by status or owner to see exactly what's on your plate.

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