MCP For Claude Marketplace
Pipeline CRM

Pipeline CRM MCP Connector for Claude

A+

Manage sales and contacts via Pipeline CRM — list deals, track people, and monitor tasks directly from any AI agent.

10 tools Official Updated Jun 28, 2026 Official Vinkius Partner
More Details Connect to Claude

Connect your Pipeline CRM account to any AI agent and take full control of your sales pipeline and contact management through natural conversation.

What you can do

  • Contact Oversight — List all people and companies in your CRM and retrieve detailed profile metadata.
  • Sales Pipeline Tracking — List and retrieve details for all active deals to stay on top of your revenue goals.
  • Task & Event Management — List pending tasks and calendar events to organize your daily sales activities.
  • Note & Comment Auditing — Retrieve recent notes and comments to understand the history of any lead or deal.
  • User & Account Visibility — List account users and retrieve global settings to maintain visibility over your team's access.

How it works

  1. Subscribe to this server
  2. Enter your Pipeline CRM API Key (from account settings)
  3. Start managing your sales directly from Claude, Cursor, or any MCP client

Who is this for?

  • Sales Representatives — quickly lookup contact info or check the status of a deal while preparing for a call.
  • Sales Managers — monitor team tasks and recent notes to audit pipeline progress.
  • Account Executives — verify company details and upcoming calendar events directly from your chat interface.
sales-pipelinecontact-managementlead-trackingtask-management

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

get_pipeline_account

Get account settings and info

get_pipeline_deal

Get details for a specific deal

get_pipeline_person

Get details for a specific person

list_pipeline_companies

List companies in the CRM

list_pipeline_deals

List sales deals

list_pipeline_events

List calendar events

list_pipeline_notes

List recent notes/comments

list_pipeline_people

List people in Pipeline CRM

list_pipeline_tasks

List pending tasks

list_pipeline_users

List account users

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

List all active deals in my sales pipeline.

I've retrieved your deals. You have 5 active ones, including 'Enterprise Upgrade' ($50,000) and 'Startup Onboarding' ($12,000). Would you like more details on any of these?

Show me the last 5 people added to my contacts.

I've fetched the latest contacts. The most recent additions are 'Alice Johnson', 'Bob Smith', and 3 others. Would you like their email addresses or company info?

What tasks are assigned to me for today?

You have 3 tasks for today: 'Follow up with Acme Corp', 'Send proposal to GlobalTech', and 'Review Q4 goals'.

Log in to Pipeline CRM, go to **Account Settings** > **Integrations** > **API**. There you can find and copy your API Key.

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