MCP For Claude Marketplace
Pipeliner

Pipeliner MCP Connector for Claude

A+

Manage sales pipelines and opportunities via Pipeliner CRM — list leads, track deals, and monitor activities directly from any AI agent.

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

Connect your Pipeliner CRM space to any AI agent and take full control of your sales ecosystem through natural conversation.

What you can do

  • Lead & Opportunity Oversight — List and retrieve detailed metadata for leads and sales opportunities across your workspace.
  • Sales Pipeline Management — List available pipelines and track the progress of deals through different stages.
  • Workforce Visibility — List company accounts, business contacts, and team members to maintain a clear view of your stakeholders.
  • Activity & Task Tracking — Monitor sales activities and assigned tasks to ensure your team stays productive.
  • Detailed Entity Inspections — Get deep-dive details for any specific lead or opportunity to understand its full history.

How it works

  1. Subscribe to this server
  2. Enter your Pipeliner API Token, Space ID, and Service URL
  3. Start managing your sales directly from Claude, Cursor, or any MCP client

Who is this for?

  • Sales Managers — quickly check the status of a specific opportunity or audit team activities without opening the CRM.
  • Account Executives — lookup contact details and recent leads while preparing for client meetings.
  • Sales Ops — monitor pipeline structures and task assignments directly from your chat interface.
sales-enablementpipeline-managementlead-trackingopportunity-management

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

get_pipeliner_lead

Get details for a specific lead

get_pipeliner_opportunity

Get details for a specific opportunity

list_pipeliner_accounts

List all company accounts

list_pipeliner_activities

List sales activities and tasks

list_pipeliner_contacts

List all business contacts

list_pipeliner_leads

List all sales leads

list_pipeliner_opportunities

List all sales opportunities

list_pipeliner_pipelines

List available sales pipelines

list_pipeliner_tasks

List all assigned tasks

list_pipeliner_users

List users in the Pipeliner space

See how to talk to your AI agent using Pipeliner.

List all sales opportunities in the 'Enterprise' pipeline.

I've retrieved 6 opportunities from the 'Enterprise' pipeline. Total value is $245,000. Key deals include 'Global Bank Cloud Migration' and 'City Gov ERP Phase 2'.

Show me the last 5 leads added to Pipeliner.

I've fetched the latest leads. Recent additions include 'Tech Solutions Inc', 'Retail Group Asia', and 3 others. Would you like their contact info or lead status?

What are my sales activities for this week?

You have 12 activities scheduled this week: 5 follow-up calls, 3 discovery meetings, and 4 internal tasks. Would you like a daily breakdown?

Log in to Pipeliner, go to **Admin Space** > **API**. There you can find your unique Space ID and the specific API Service URL for your instance.

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