# Onpipeline MCP for AI Agents AI Agent Connect

> Onpipeline MCP lets you manage your sales pipeline and CRM data through your AI client. Stop jumping between browser tabs to update deal statuses or look up contact info. This Connector connects your Onpipeline account to tools like Claude or Cursor, giving your agent the ability to create records, list active deals, and monitor organization history. It's built for high-velocity sales teams who need to stay on top of their pipeline without the manual data entry headache.

## Overview
- **Category:** industry-titans
- **Price:** Free
- **Endpoint:** https://edge.vinkius.com/vk_preview_yU7dZPDVfQTuY2NqP2UJKzjjNUL7lhvZf8ibv5OB/ai-agent-connect
- **Tags:** onpipeline, sales-crm, pipeline-api, deals-management, contacts-orchestration, sales-automation, crm-orchestration, business-intelligence, mcp

## Description

Imagine you're in the middle of a deep work session and need to know the status of a specific enterprise deal. Usually, that means opening a new tab, logging into your CRM, and digging through filters. With the Onpipeline MCP, you just ask your agent. You can pull up deal metadata, check out recent activities, or see who the main contact is without ever leaving your workspace.

This connection turns your AI client into a dedicated sales coordinator. If you need to add a new lead or create a new organization record, you just tell the agent what to do. It handles the data entry while you keep moving. You can also get a high-level view of your sales pipelines to see how many deals are in negotiation versus discovery. It makes managing your revenue forecasting feel like a conversation rather than a chore.

You can find this Connector in the Vinkius catalog to get your sales operations running through your favorite AI tools. It's designed to keep your customer profiles accurate and your sales stages updated in real time. Instead of manual updates at the end of the day, your agent keeps the CRM healthy as you work.

## Tools

### get_contact_details
Retrieve the full profile for a specific contact. This helps you prep for meetings with all the facts handy.

### list_activities
See a list of all logged activities in your CRM. Use this to review recent touchpoints with a prospect.

### list_crm_deals
View all current sales deals in your pipeline. This gives you a bird's eye view of your active work.

### create_crm_deal
Create a new sales deal in your pipeline. This helps you add new opportunities without leaving your chat window.

### create_crm_organization
Add a new company or organization to your CRM. It keeps your database organized as you scale.

### create_crm_contact
Add a new person or contact to your records. Use this to quickly log new leads from your conversations.

### get_deal_details
Pull specific information for a single deal. You can check values and status updates in seconds.

### list_crm_events
Pull a list of calendar events from your CRM. Keep your schedule and sales milestones in one place.

### list_crm_organizations
View all companies and organizations in your database. This is great for auditing your current accounts.

### list_crm_contacts
See all people and contacts in your CRM. Use this to browse your entire network of leads.

### list_pipelines
View all the different sales pipelines you manage. This helps you oversee multiple sales streams at once.

## Prompt Examples

**Prompt:** 
```
Show me the status of the Acme deal.
```

**Response:** 
```
### Deal Status: Acme Corp Enterprise

| Detail | Information |
| :--- | :--- |
| **Current Stage** | Proposal |
| **Deal Value** | $185,000 |
| **Owner** | Sarah Johnson |
| **Next Activity** | Follow-up call (May 15th) |

**Recent Activity:**
* 4 emails sent in the last 48 hours
* 3 meetings completed
```

**Prompt:** 
```
List all my deals in the Negotiation stage.
```

**Response:** 
```
I found 4 deals currently in the **Negotiation** stage:

1. **Global Solutions** - $45,000 (Due: June 1st)
2. **TechCorp Expansion** - $120,000 (Due: June 15th)
3. **RetailSync** - $12,000 (Due: June 20th)
4. **DataFlow** - $88,000 (Due: June 22nd)

Would you like to see the specific contact details for any of these?
```

**Prompt:** 
```
Create a new contact named John Doe at TechCorp as the CTO.
```

**Response:** 
```
I've successfully added the new contact to your CRM:

* **Name:** John Doe
* **Organization:** TechCorp
* **Role:** CTO
* **Status:** New Lead

Is there anything else you'd like to do with this contact?
```

## Capabilities

### Create new deals
Add new sales opportunities directly through your AI client.

### List all sales deals
Get a full view of your current pipeline and active opportunities.

### Update contact details
Keep your customer profiles accurate with simple voice or text commands.

### Search sales pipelines
Find specific deals across different stages using natural language.

### Monitor organization history
See the full history of company records and interactions.

### View calendar events
Access all scheduled CRM events through your AI agent.

### Manage multiple pipelines
See a breakdown of different sales streams and their deal counts.

## Use Cases

### Quick Update
A rep finishes a call and tells the agent to update the deal status and log a new activity using list_activities.

### New Lead Entry
A manager wants to add a new company and three contacts without opening the CRM dashboard using create_crm_organization and create_crm_contact.

### Pipeline Audit
An ops lead asks the agent to show all deals in the Negotiation stage across all pipelines using list_pipelines and list_crm_deals.

### Contact Lookup
A rep needs to know the CTO's name for a specific account while drafting an email using get_contact_details.

## Benefits

- No more tab switching: You can update deal statuses and contact info without leaving your AI client by using the CRM tools.
- Faster lead entry: Use create_crm_contact and create_crm_organization to add new data in seconds.
- Real-time pipeline visibility: Use list_pipelines and list_crm_deals to see exactly where your revenue stands.
- Accurate history tracking: Retrieve deal history and activity logs using get_deal_details to stay informed.
- Better forecasting: Get a clear breakdown of deals across different stages to help with revenue planning.
- Automated data logging: Keep your CRM updated by asking your agent to log activities and notes as they happen.

## How It Works

The bottom line is you get a hands-free way to manage your entire sales CRM from your existing AI workspace.

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

## Frequently Asked Questions

**How does the Onpipeline MCP help my sales team?**
It lets your team interact with your CRM using natural language. Instead of clicking through menus, they can ask your AI agent to find deals, update records, or pull up contact history instantly.

**Can I use the Onpipeline MCP with Claude or Cursor?**
Yes, you can connect it to any MCP-compatible client. This allows your AI agent to perform actions like creating new deals or listing your pipelines directly within your workspace.

**Will the Onpipeline MCP replace my CRM dashboard?**
No, it works alongside your existing CRM. It provides a conversational way to access and manage your data, while the standard dashboard remains available for complex visual tasks.

**Is the Onpipeline MCP good for sales managers?**
It's excellent for managers who need quick answers. You can ask for pipeline summaries, deal counts by stage, or activity logs without having to generate manual reports.

**How do I get started with Onpipeline and AI agents?**
Just subscribe to the Connector on the Vinkius Marketplace, enter your API token, and you're ready to go. Your agent will then have the ability to manage your sales records for you.

**Can the Onpipeline MCP handle lead management?**
Yes, it can create new contacts and organizations. You can tell your agent to log a new lead as soon as you finish a conversation, keeping your data fresh.

**Can my AI automatically find the details for a specific deal by its ID?**
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.

**How do I find my Onpipeline API Token?**
Log in to your Onpipeline account, navigate to **Settings** > **API**, and you will find your unique secret token there. Ensure you whitelist the IP `0.0.0.0` if you want to allow access from any cloud environment.

**Does this work with custom fields?**
Absolutely. This integration retrieves the full object metadata, allowing the AI to access and display values from any custom fields you've configured in your CRM.