# Pipeline CRM MCP for AI Agents AI Agent Connect

> Pipeline CRM lets you manage your sales pipeline and contact database directly through your AI agent. Instead of clicking through tabs to find a lead's phone number or checking the status of a high-value deal, you can just ask your agent to pull that data. It handles listing companies, tracking active deals, and organizing your daily tasks, making it a central hub for your sales operations without the manual overhead.

## Overview
- **Category:** productivity
- **Price:** Free
- **Endpoint:** https://edge.vinkius.com/vk_preview_Y5zsx63C9qs9uPCypwWtgx41C1cAHIm1ZCOJd0Dt/ai-agent-connect
- **Tags:** sales-pipeline, contact-management, lead-tracking, task-management

## Description

Pipeline CRM is the Connector that connects your sales data to your AI agent. Managing a sales pipeline usually feels like a constant battle against browser tabs. You're jumping between your CRM to check a deal's status, looking for a person's contact info, and trying to remember what task you were supposed to do next. It's a lot of mental context switching that pulls you away from actually selling. This Connector changes that by bringing your entire Pipeline CRM database into your chat interface. You can ask for a summary of a lead's history, pull up a list of companies you're targeting, or see what's on your calendar for the day without ever leaving your workspace. When you connect this through the Vinkius catalog, your AI agent becomes a dedicated sales assistant that knows your data as well as you do. It's about getting the right information at the right moment so you can spend less time hunting for data and more time closing deals.

## Tools

### list_pipeline_deals
See a list of all active sales deals. Use this to monitor your current pipeline and revenue goals.

### list_pipeline_tasks
See a list of all pending tasks you need to complete. This keeps your daily sales activities organized.

### list_pipeline_users
View all account users and their access levels. This is useful for managing team permissions and visibility.

### get_pipeline_deal
Pull specific details for a single deal in your pipeline. Use this to see the exact status of a high-value lead.

### get_pipeline_person
Retrieve detailed profile metadata for a specific person. This helps you see every detail on a contact instantly.

### list_pipeline_companies
Get a full list of companies registered in your CRM. This is perfect for identifying new targets or auditing your reach.

### list_pipeline_events
View your calendar events directly in the chat. This keeps your schedule visible without switching apps.

### list_pipeline_notes
Pull recent notes and comments for lead history. This ensures you have the full context before every call.

### get_pipeline_account
View your account settings and general CRM information. This is useful for checking global configurations.

### list_pipeline_people
List all people and contacts within your CRM. This provides a quick overview of your entire database.

## Prompt Examples

**Prompt:** 
```
What's on my calendar for today?
```

**Response:** 
```
### Today's Schedule

| Time | Event | Description |
| :--- | :--- | :--- |
| 09:00 AM | **Acme Corp Discovery** | Initial discovery call to discuss software needs. |
| 01:30 PM | **Internal Sync** | Weekly team check-in regarding Q3 goals. |
| 04:00 PM | **GlobalTech Follow-up** | Reviewing the proposal sent on Tuesday. |

*You have 3 events total for today.*
```

**Prompt:** 
```
Show me my active deals over $50,000.
```

**Response:** 
```
I've pulled your high-value deals from the pipeline:

*   **Enterprise Upgrade** - $50,000 (Status: Negotiation)
*   **GlobalTech Expansion** - $75,000 (Status: Proposal Sent)
*   **Retail Logistics Hub** - $62,000 (Status: Demo Scheduled)

Would you like more details on any of these?
```

**Prompt:** 
```
What was the last note on the GlobalTech deal?
```

**Response:** 
```
The most recent note for **GlobalTech** was added 2 hours ago:

> "Spoke with Sarah. She is interested in the expansion but concerned about the implementation timeline. Need to provide a detailed rollout plan by Friday."
```

## Capabilities

### Pull deal details
Get specific information on any active sales deal in your pipeline.

### Search company records
List all companies currently stored in your CRM.

### Track sales progress
View a list of all active deals to monitor your revenue goals.

### Manage daily tasks
List pending tasks to keep your sales activities organized.

### Audit lead history
Retrieve recent notes and comments to understand the history of a lead.

### View contact lists
List all people and companies in your CRM for quick reference.

## Use Cases

### Prep for a discovery call
A rep asks the agent to find the latest notes and company details on a specific lead before jumping on a Zoom call.

### Weekly pipeline audit
A manager asks for a list of all deals over a certain amount to see what is moving this week.

### Daily task management
An executive asks what tasks are assigned to them today to prioritize their morning schedule.

### New lead research
A rep asks to list all companies in a specific region to identify new targets for the next quarter.

## Benefits

- Stop hunting for contact info by using list_pipeline_people to pull up person details instantly during live calls.
- Monitor revenue more closely by using list_pipeline_deals to see every active deal in your pipeline at a glance.
- Stay on top of your schedule by using list_pipeline_events to see upcoming meetings without switching apps.
- Get full context on leads by using list_pipeline_notes to see the latest comments and history before you reach out.
- Keep your team organized by using list_pipeline_tasks to see what needs to be done today in one simple view.
- Audit your team's access easily by using list_pipeline_users to see who has account permissions across the board.

## How It Works

The bottom line is you get a conversational interface for your entire sales database.

1. Subscribe to the Pipeline CRM MCP on Vinkius.
2. Input your Pipeline CRM API Key from your account settings.
3. Ask your AI agent to list deals, check tasks, or find contact info.

## Frequently Asked Questions

**Can I use Pipeline CRM MCP to see my sales deals?**
Yes, you can ask your agent to list all active deals or get specific details on any deal in your pipeline to see its current status and value.

**Does Pipeline CRM MCP work with my existing contacts?**
It connects directly to your existing Pipeline CRM account, allowing your agent to list people and companies you already have on file.

**Can I check my tasks with Pipeline CRM MCP?**
Yes, you can ask your agent to list pending tasks to see what needs to be done today, helping you stay organized without opening the CRM.

**How do I get my lead history with Pipeline CRM MCP?**
You can ask your agent to pull the most recent notes and comments for any lead, giving you the full context of your previous interactions.

**Can I see who has access to my CRM using Pipeline CRM MCP?**
Yes, it allows you to list account users and check global settings to maintain visibility over your team's permissions.

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

**Can I see all my deals across different stages?**
Yes! Use the `list_pipeline_deals` tool to retrieve a comprehensive list of all active deals and their current pipeline stage.

**Does this support looking up company information?**
Absolutely. Use the `list_pipeline_companies` tool to retrieve a list of all organizations stored in your CRM.