How to Use the CRM PipeRun MCP in Claude Code

Q: How do I install the CRM PipeRun MCP Server in Claude Code?

Run claude mcp add --transport http piperun -- in your terminal. Make sure those flags come before the server name. Use claude mcp list to check the connection status.

Control your PipeRun sales pipeline straight from the terminal using Claude Code.

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Connect CRM PipeRun MCP to Claude Code

Create your Vinkius account to connect CRM PipeRun to Claude Code and route execution through our secure gateway. The platform manages server hosting, runtime updates, and security layers. Configuration requires no manual server provisioning.

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Setup CRM PipeRun with Claude Code

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Automate PipeRun Tasks via Claude Code

Clicking through a web UI just to log a sales call wastes time. Hook this MCP Server into your terminal and let your agent handle the busywork. Triggering `create_activity` happens the second a meeting ends, pulling notes directly from your local text files. Clearing out old tasks takes seconds instead of hours. A quick shell script pulls down your pending items using `list_activities`. Then it pipes those IDs into `delete_activity` or `update_activity` to bulk-resolve everything without leaving your command line.

Headless File Operations

Pushing contracts to client records shouldn't require a browser. Your agent grabs PDFs right from your local directory, encodes them to base64, and pushes them using `upload_file`. The tool attaches them directly to the matching deal, person, or company record in PipeRun. Retrieving those documents later is just as fast. Run `list_files` with built-in pagination to audit what sits on a specific deal. Should a contract get voided, the system fires `delete_file` to wipe it from the CRM instantly.

Read CRM Data Without Leaving the CLI

Hardcoding IDs into your scripts is a bad idea. This MCP server gives you `list_activity_types` so your agent dynamically fetches the right categories before logging a task. The system knows exactly what PipeRun expects. When a webhook fails, getting context fast matters. Drop a command to run `get_activity` or `get_activity_type` and dump the raw JSON straight to standard output. Debugging the exact CRM state requires zero context switching.

Setup guide

Set up CRM PipeRun MCP in Claude Code

Prerequisites

Claude Code CLI installed (npm install -g @anthropic-ai/claude-code)
Active Vinkius subscription with a valid endpoint token

1

Run the add command

Open your terminal and run the command shown on the right. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com. Use --scope user to make it available across all projects.
2

Verify the connection

Start a Claude Code session and type /mcp to list connected servers. You should see crm-piperun-mcp with a green status indicator.
3

Start using tools

Ask Claude Code something like "Check my latest CRM PipeRun transactions." It will automatically discover and invoke the available CRM PipeRun tools.

Terminal

claude mcp add --transport http crm-piperun-mcp https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

Get your connection token →

Prerequisites

Claude Code CLI installed
Active Vinkius subscription with a valid endpoint token

1

Open the config file

Create or edit .mcp.json in your project root for project-level scope, or ~/.claude.json for user-level scope.
2

Add the CRM PipeRun MCP

Paste the JSON snippet shown on the right into the mcpServers object. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.
3

Restart Claude Code

Start a new Claude Code session. Type /mcp to confirm the server is connected. The tools will be automatically available in your conversation.

.mcp.json

{
  "mcpServers": {
    "crm-piperun-mcp": {
      "type": "url",
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

Get your connection token →

Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by PipeRun. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.

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Common questions about CRM PipeRun MCP in Claude Code

Run `claude mcp add --transport http piperun -- ` in your terminal. Make sure those flags come before the server name. Use `claude mcp list` to check the connection status.

Yes. The agent reads your local file, converts it to base64, and calls the upload tool. It pins the document straight to the target deal or company.

You build that logic in your shell. The agent pulls your task list, then loops through the IDs to update or close them. It handles the API calls while you stay in the CLI.

HTTP works best for Vinkius endpoints. You provide the single token in your header flag during setup. The connection stays headless and ephemeral.

Vinkius runs this connection in a V8 Isolate Sandbox. Your base64-encoded files, deal attachments, and task notes pass through a zero-trust environment. Nothing persists after the terminal session closes.

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