# CRM PipeRun MCP for AI Agents AI Agent Connect > CRM PipeRun lets you manage your sales pipeline, tasks, and files through your AI agent. You can create appointments, update activity statuses, and upload documents to deals or companies using natural language. It brings your PipeRun CRM data into your chat interface so you don't have to leave your workspace to keep your sales moving. ## Overview - **Category:** sales-automation - **Price:** Free - **Endpoint:** https://edge.vinkius.com/vk_preview_TMDvJySx7bqy3XI5kQMfVlVdEZQfQBKd778U3Uom/ai-agent-connect - **Tags:** crm, sales-pipeline, activity-tracking, file-management, sales-productivity ## Description Managing a sales pipeline usually means jumping between tabs, hunting for specific deal files, and manually logging every single interaction. This Connector changes that by letting you handle your PipeRun CRM account through a simple conversation with your AI agent. You can ask your agent to pull up the latest activity for a specific person or upload a new contract directly to a deal. It handles the tedious data entry and file organization so you can stay focused on closing deals. Since Vinkius hosts this connection, you get a reliable bridge between your CRM and your favorite AI tools. You'll stop worrying about whether you remembered to log a call or where that one PDF is hidden. Instead, you just tell your agent what needs to happen, and it handles the updates in PipeRun for you. ## Tools ### get_activity Pulls specific details for a single activity record. This helps you get context on a specific interaction quickly. ### get_activity_type Shows the details for a specific activity type. Use this to understand how your CRM categorizes different interactions. ### get_file Retrieves information about a specific file. Use this to check details for files attached to deals or persons. ### list_activities Shows a list of all tasks and appointments. It lets you see your entire workload in one glance. ### list_activity_types Lists every available activity type in your account. This is useful for seeing all your CRM's interaction categories. ### list_files Lists files attached to deals, persons, or companies. It supports pagination and filtering for easier browsing. ### update_activity Changes the details of an existing activity record. Use this to keep your task statuses current. ### upload_file Sends a base64 encoded file to a deal, person, or company. This is how you attach new documents to your pipeline. ### create_activity Adds a new task or appointment to your CRM. Use this to log new meetings or set follow-up reminders. ### delete_activity Removes an activity record from your CRM. Use this to clean up your pipeline of old or incorrect tasks. ### delete_file Deletes a specific file from your PipeRun account. This helps you manage and remove old attachments. ## Prompt Examples **Prompt:** ``` List my activities for today from PipeRun. ``` **Response:** ``` I've retrieved your activities. You have 3 tasks scheduled: * **Follow-up Call** with John Doe * **Contract Review** for Deal #445 * **Discovery Meeting** at 3 PM ``` **Prompt:** ``` Upload this proposal to deal ID 12345. ``` **Response:** ``` The file **Proposal_v1.pdf** has been successfully uploaded and attached to **Deal 12345**. ``` **Prompt:** ``` Create a new meeting activity for tomorrow morning. ``` **Response:** ``` I've created a new activity: * **Title**: Client Meeting * **Type**: Meeting * **Status**: Open It is assigned to you for tomorrow morning. ``` ## Capabilities ### Create new sales activities Add new tasks or appointments to your CRM using natural language commands. ### Upload files to deals Attach documents to specific deals, persons, or companies through your chat. ### List scheduled appointments Retrieve a full list of upcoming tasks and meetings from your CRM. ### Update activity statuses Change the status or details of existing CRM activities instantly. ### Delete old CRM files Remove outdated attachments or files from your PipeRun account. ### Get activity metadata Pull specific details and context for any individual activity record. ## Use Cases ### Logging a follow-up call A rep needs to log a call. They ask the agent to 'Create a new activity for a follow-up call with Jane Doe tomorrow' using create_activity. ### Quick status check A manager wants a status check. They ask 'List my activities for today' to see what the team is working on using list_activities. ### Attaching a proposal A deal is ready for signing. The user asks the agent to 'Upload this proposal to deal ID 12345' using upload_file. ### Cleaning up old records An admin is cleaning up. They ask the agent to 'Delete the old contract file from the archived deal' using delete_file. ## Benefits - Update statuses instantly using update_activity so your pipeline stays current without manual data entry. - Attach documents to deals using upload_file to keep all contracts and proposals in one place. - Keep track of your schedule by using list_activities to see every upcoming task and appointment. - Organize your data better by using list_activity_types to categorize interactions correctly. - Clean up your CRM by using delete_file and delete_activity to remove outdated records. - Get full context on any interaction by using get_activity to pull metadata on the fly. ## How It Works The bottom line is you get a direct command line for your sales pipeline inside your AI chat. 1. Subscribe to the CRM PipeRun MCP on Vinkius. 2. Enter your PipeRun API Token in the configuration. 3. Start asking your AI client to manage your CRM tasks. ## Frequently Asked Questions **Can the CRM PipeRun MCP help me update my sales tasks?** Yes, you can use it to create, update, or delete tasks and appointments directly through your AI client. This keeps your pipeline current without you having to open the CRM web app. **How do I upload files to my PipeRun deals?** Your agent can use the upload tool to attach documents to specific deals, persons, or companies using a natural command. It handles the connection to PipeRun for you. **Can I see my daily schedule using CRM PipeRun?** You can ask your agent to list your activities for the day, and it will pull all your scheduled appointments and tasks into the chat for you to see. **Does CRM PipeRun support different activity types?** Yes, it can list and categorize your interactions based on the specific types defined in your PipeRun account, ensuring your data stays organized. **Can I delete old files from my CRM?** You can use the Connector to remove specific files from your PipeRun account to keep your records clean and your deal folders organized. **Is CRM PipeRun good for sales managers?** It's perfect for managers who need to quickly check team activities or monitor file attachments without constant manual logins into the full CRM dashboard. **Can I see my upcoming tasks and appointments?** 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. **How do I attach a document to a specific deal?** You can use the `upload_file` tool. Just provide the `deal_id`, the file name, and the base64 encoded content of the document to attach it directly to the CRM record. **Is it possible to update the status of an existing activity?** Absolutely. Use the `update_activity` tool with the activity `id` and the new `status` code (e.g., 2 for 'Done') to keep your pipeline up to date.