How to Use the CRM PipeRun MCP in Claude

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

Open your claudedesktopconfig.json file. Add the server details under the mcpServers key and restart the application completely.

Manage PipeRun sales tasks and file attachments directly inside Claude Desktop.

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Connect CRM PipeRun MCP to Claude Desktop

Create your Vinkius account to connect CRM PipeRun to Claude Desktop 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 Desktop

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Track CRM PipeRun Activities in Claude Desktop

The `list_activities` and `create_activity` tools let your MCP-enabled AI client interface directly with your sales pipeline. You ask about today's calls, and the agent pulls the exact schedule without opening a browser tab. Updating records happens just as fast. When a meeting finishes, tell Claude to log the notes using `update_activity` so your CRM stays current.

Read and Write Deal Files

Claude pulls documents attached to deals, persons, or companies using `list_files` and `get_file`. You get immediate access to signed contracts or technical specs right in the chat window. Pushing new assets back to the system requires zero manual effort. The MCP server runs `upload_file` to attach your base64 encoded deliverables directly to the client profile.

Map Your Sales Pipeline via MCP Server

The `list_activity_types` and `get_activity_type` tools expose your custom organizational categories. Claude figures out exactly how your company classifies different sales motions. Instead of guessing the right ID for a follow-up task, the agent queries the live configuration. It applies the exact parameters required by your specific pipeline rules.

Setup guide

Set up CRM PipeRun MCP in Claude Web or Desktop

1

Open Claude Settings

Go to claude.ai, click your profile icon, then navigate to Customize → Connectors.
2

Add Custom Connector

Click the "+" button and select Add custom connector. Paste your Vinkius endpoint URL: https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. For OAuth-protected servers, expand Advanced settings to add credentials.
3

Start a conversation

Open a new chat. The CRM PipeRun MCP tools are available immediately — no restart needed.

Endpoint URL

https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

No configuration file needed — paste the URL directly in the Claude web interface.

Available on Free (1 connector), Pro, Max, Team, and Enterprise plans.

Prerequisites

Claude Desktop installed (macOS or Windows)
Active Vinkius subscription with a valid endpoint token

1

Open Claude Desktop Settings

Click the menu icon at the top-left corner, go to Settings → Developer → Edit Config. This opens claude_desktop_config.json in your default text editor.
2

Paste the CRM PipeRun MCP configuration

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

Restart Claude Desktop

Close and reopen the application. Claude needs a full restart to load new MCPs — refreshing a conversation is not enough.
4

Verify the connection

Open a new conversation. Click the 🔌 icon at the bottom of the message input. You should see tools listed under crm-piperun-mcp.

json

{
  "mcpServers": {
    "crm-piperun-mcp": {
      "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.

Why Choose Vinkius

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Connect your favorite tools to your AI and see exactly what's happening — every request, every response, in real time.

Built-in savings

60%

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Vinkius compresses data between your apps and your AI automatically. Lower bills every month — no configuration required.

Single dashboard

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Every tool your AI connects to, managed from a single screen. One account, complete control.

Common questions about CRM PipeRun MCP in Claude Desktop

Open your `claude_desktop_config.json` file. Add the server details under the `mcpServers` key and restart the application completely.

Yes. Go to Settings, click Integrations, and add a custom connector. Paste your Vinkius remote HTTPS URL to start tracking deals immediately.

You can attach files to deals, persons, or companies. The agent pushes documents directly to those records based on your prompt.

The list tools support pagination natively. Your agent will request the next page automatically if your query requires scanning hundreds of records.

Vinkius runs this integration inside a V8 Isolate Sandbox. Your client only reads the specific task details and deal documents you ask for, and the session dies immediately after execution.

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