# Pipeliner MCP for AI Agents AI Agent Connect > Pipeliner MCP lets you manage your sales pipeline and opportunities directly from your AI client. List leads, track deal progress, and monitor team activities without switching tabs. It connects your Pipeliner CRM workspace to your agent so you can audit pipelines and lookup contact details through simple conversation. ## Overview - **Category:** productivity - **Price:** Free - **Endpoint:** https://edge.vinkius.com/vk_preview_cMXHlMSR0qhQJ6kLgMVzeeAnY1qEDKGmv0go1yiB/ai-agent-connect - **Tags:** sales-enablement, pipeline-management, lead-tracking, opportunity-management ## Description Imagine you are in the middle of a meeting and need to know the status of a big deal. Instead of logging into Pipeliner, opening the right dashboard, and filtering by account, you just ask your agent. This Connector bridges that gap by bringing your CRM data into your natural conversation. It lets you pull up lead metadata, check which stage an opportunity is in, and see who is assigned to a specific task. It takes the friction out of sales operations. You can see your whole team's workload or dig into the history of a single lead without hunting for links. Since Vinkius hosts this connection, it is easy to get your CRM data into your daily workflow. You get a clear view of your stakeholders, including accounts, contacts, and team members, all accessible through plain language. It is about moving from manual data entry and searching to just getting answers. You can see your pipeline progress and manage your sales ecosystem without the usual tab-switching fatigue. ## Tools ### list_pipeliner_activities List sales activities and tasks. This helps you monitor the team's daily output. ### list_pipeliner_opportunities List all sales opportunities. This gives you a high-level view of your current deal flow. ### list_pipeliner_accounts List every company account in your CRM. This helps you see your full customer base at a glance. ### list_pipeliner_leads List all sales leads in your workspace. Use this to see new inbound interest quickly. ### list_pipeliner_users List all users in your Pipeliner space. Use this to see who has access to your CRM. ### get_pipeliner_lead Get the full details for a specific lead. This is useful for checking history during a live call. ### get_pipeliner_opportunity Pull details for a specific sales opportunity. Use this to see the current deal value and status. ### list_pipeliner_pipelines List all available pipelines. Use this to see how your sales processes are structured. ### list_pipeliner_tasks List all assigned tasks. This helps you see what needs to get done today. ### list_pipeliner_contacts List all business contacts. Use this to find specific people at your target companies. ## Prompt Examples **Prompt:** ``` What's the status of our biggest deals in the Enterprise pipeline? ``` **Response:** ``` ### Enterprise Pipeline Overview I've pulled the current opportunities for you: | Deal Name | Value | Stage | | :--- | :--- | :--- | | **Global Bank Cloud Migration** | $245,000 | Negotiation | | **City Gov ERP Phase 2** | $120,000 | Proposal | | **TechCorp Expansion** | $85,000 | Discovery | **Total Pipeline Value:** $450,000 ``` **Prompt:** ``` Show me the last 5 leads that were added to the system. ``` **Response:** ``` Here are the 5 most recent leads added to your Pipeliner workspace: * **Tech Solutions Inc** (Added 2 hours ago) * **Retail Group Asia** (Added 5 hours ago) * **Summit Logistics** (Added 1 day ago) * **GreenLeaf Organics** (Added 1 day ago) * **BlueSky Media** (Added 2 days ago) Would you like me to pull the contact details for any of these? ``` **Prompt:** ``` What tasks are assigned to the sales team this week? ``` **Response:** ``` ### Assigned Tasks for This Week There are 12 active tasks currently assigned: **High Priority:** * [ ] Follow up with Global Bank (Owner: Sarah) * [ ] Send proposal to City Gov (Owner: Mike) **General Tasks:** * [x] Update Retail Group Asia notes * [ ] Discovery call with Summit Logistics * [ ] Internal audit for Q3 targets Let me know if you want to see the full list or a breakdown by owner. ``` ## Capabilities ### Pull lead and opportunity metadata Get specific details for any lead or opportunity in your CRM. ### Track deal progress See exactly where your deals sit within your various sales pipelines. ### View company accounts List all your company accounts to keep a clear view of your customers. ### Monitor team tasks See all assigned tasks and sales activities to track team productivity. ### Inspect lead history Get a deep dive into the specific history of any single lead. ## Use Cases ### Audit a sales pipeline A manager wants to see the total value of the Enterprise pipeline. They ask the agent to list opportunities and get a summary. ### Prep for a client meeting An AE needs to know the last interaction with a lead. They use get_pipeliner_lead to get the history before jumping on a call. ### Track team tasks A Sales Ops person wants to see if anyone is falling behind. They use list_pipeliner_tasks to find overdue items. ### Identify new leads A rep wants to see what came in today. They use list_pipeliner_leads to get a quick list of new names. ## Benefits - Stop switching tabs by using list_pipeliner_opportunities to see deal progress inside your chat. - Get instant context for calls by using get_pipeliner_lead to pull history on the fly. - Audit team productivity easily with list_pipeliner_activities to see what is actually getting done. - Keep your workspace organized by using list_pipeliner_tasks to see what needs attention. - Maintain a better view of your customers by using list_pipeliner_contacts to find key stakeholders quickly. - Understand your sales structure by using list_pipeliner_pipelines to see how deals move through your funnel. ## How It Works The bottom line is you get a conversational interface for your entire Pipeliner CRM without leaving your current workspace. 1. Subscribe to the Pipeliner MCP on the Vinkius catalog. 2. Enter your Pipeliner API Token, Space ID, and Service URL in the setup. 3. Ask your AI client to list leads, check deal statuses, or find contact details. ## Frequently Asked Questions **Can Pipeliner MCP help me see my sales pipeline?** Yes, it lets you list pipelines and see exactly where each deal stands. You can ask your agent to show you specific stages or summarize your current deal flow. **Does Pipeliner MCP work with Claude or Cursor?** Yes, it works with any MCP-compatible client like Claude, Cursor, or Windsurf. Once connected, you can use your preferred agent to query your CRM. **How do I see my team's tasks using Pipeliner MCP?** You can ask your agent to list all assigned tasks to see what is on everyone's plate. This helps you monitor team productivity without manual checking. **Can I use Pipeliner MCP to find contact info?** Yes, it allows you to list business contacts so you can find the right people quickly. You can also get deep-dive details for specific leads during your workflow. **Is Pipeliner MCP good for sales managers?** It is great for managers who need to audit activities and pipeline health without clicking through the whole CRM. It provides a high-level view of your sales ecosystem. **Will Pipeliner MCP show me my recent lead activity?** Yes, it can pull your latest leads and activities so you stay on top of your follow-ups. It keeps your most recent data front and center in your chat. **How do I find my Pipeliner Space ID and Service URL?** 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. **Can I see opportunities across multiple pipelines?** Yes! Use the `list_pipeliner_opportunities` tool to retrieve a full list of deals. You can then ask the AI agent to filter or group them by pipeline name. **Does this support looking up individual user activities?** Absolutely. Use the `list_pipeliner_activities` tool to retrieve a log of all sales tasks, calls, and meetings recorded in your CRM space.