Onpipeline

Onpipeline MCP Connector for Claude

A+

Track deals through your sales pipeline with a visual CRM that focuses on activity-based selling and revenue forecasting.

11 tools Official Updated Jun 28, 2026 Official Vinkius Partner

Connect your Onpipeline account to any AI agent and take full control of your sales orchestration and pipeline management through natural conversation. Onpipeline is a powerful and intuitive CRM designed for high-velocity sales teams, and this integration allows you to retrieve deal metadata, update customer records, and monitor organization history directly from your chat interface.

What you can do

  • Deal & Opportunity Orchestration — List all managed deals and retrieve detailed status metadata programmatically to ensure your sales pipeline is always synchronized.
  • Contact & CRM Intelligence — Access and monitor your centralized database of persons and organizations directly from the AI interface to maintain high-fidelity customer profiles.
  • Pipeline Discovery — Search through your sales stages and retrieve deal history via natural language to drive better forecasting efficiency.
  • Lead Management Control — Create new deals, persons, and organization records using simple AI commands to reduce manual data entry.
  • Operational Monitoring — Track system responses and manage organization-wide activity to ensure your sales workflows are always optimized.

How it works

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

No more jumping between browser tabs to update a deal's status. Your AI acts as a dedicated sales coordinator or CRM lead.

Who is this for?

  • Sales Representatives — quickly retrieve deal summaries and update prospect info without switching apps.
  • Sales Managers — automate the retrieval of pipeline health metrics and track team activity via natural conversation.
  • Operations Teams — streamline the retrieval of organization metadata and monitor organizational CRM health directly within the chat.
onpipelinesales-crmpipeline-apideals-managementcontacts-orchestrationsales-automationcrm-orchestrationbusiness-intelligencemcp

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

create_crm_deal

Create a new deal

create_crm_organization

Create a new organization

create_crm_contact

Create a new contact

get_deal_details

Get details for a specific deal

get_contact_details

Get details for a specific contact

list_activities

List all CRM activities

list_crm_deals

List all sales deals

list_crm_events

List calendar events

list_crm_organizations

List CRM organizations (companies)

list_crm_contacts

List CRM contacts (persons)

list_pipelines

List all sales pipelines

See how to talk to your AI agent using Onpipeline.

List all my current deals in Onpipeline.

I've retrieved your deals. You have 5 active opportunities including 'Acme Expansion' and 'Global Solutions'. Which one would you like to see the next activity for?

Show me all sales pipelines and their current stage breakdown.

You have 2 active pipelines. "B2B Enterprise" has 34 deals across 5 stages: Qualified (8), Discovery (12), Proposal (7), Negotiation (4), and Closing (3). Total pipeline value: $2.4M. "SMB Inbound" has 67 deals across 4 stages with a total value of $890K. Your weighted forecast for this quarter is $1.1M.

Get the full details and activity history for deal ID d_4521.

Deal d_4521 "Acme Corp Enterprise License" is in the Proposal stage with a value of $185,000. Owner: Sarah Johnson. Contact: Mark Davis (CTO). Created 23 days ago with 12 logged activities: 4 emails, 3 calls, 2 meetings, and 3 notes. Next scheduled activity: Follow-up call on May 15th at 10 AM.

Yes! Use the `list_deals` tool to find the Deal ID, then use your agent to retrieve full metadata for the opportunity, including status and associated contacts in seconds.

Related Connectors