Onpipeline MCP. Manage every deal, contact, and activity without leaving your chat.
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Onpipeline MCP Server connects your AI agent directly to a visual CRM for sales pipeline management. You can list deals, get detailed contact info, create new records (contacts, organizations), and track activity history—all from natural conversation.
It turns manual data entry and tab-switching into simple commands.
What your AI agents can do
Create crm contact
Creates a new contact record in the CRM.
Create crm deal
Creates a brand new sales deal opportunity.
Create crm organization
Establishes a new company record in the CRM.
Build new contacts, organizations, and deals directly through the chat without opening the CRM UI.
Get specific deal metadata, including current stage, value, owner, and full activity history for any given ID.
Pull comprehensive lists of all contacts, organizations, deals, or even calendar events to get a quick overview.
Access and list historical CRM activities—like calls, emails, or notes—to understand the full lifecycle of an account.
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Supported MCP Clients
OAuth 2.0 Compatible Gemini Waiting for input…
Onpipeline MCP Server: 11 Tools for Sales Ops
Use these tools to manage every aspect of your sales pipeline—from creating records to analyzing historical deal activities—all through natural language commands.
Make your AI actually useful.
Add this MCP to Claude, Cursor, or Windsurf and your AI stops guessing. It gets real tools to look things up, take action, and handle the stuff you keep doing by hand.
Start using Onpipeline on Vinkius019dd132create crm contact
Creates a new contact record in the CRM.
019dd132create crm deal
Creates a brand new sales deal opportunity.
019dd132create crm organization
Establishes a new company record in the CRM.
019dd132get contact details
Retrieves specific information for an existing contact.
019dd132get deal details
Gets all details, status, and activity history for a specified deal.
019dd132list activities
Lists all recorded CRM activities associated with an account or deal.
019dd132list crm contacts
Retrieves a list of all contacts (persons) in the system.
019dd132list crm deals
Lists every sales deal currently tracked in the pipeline.
019dd132list crm events
Retrieves a list of scheduled calendar events tied to CRM records.
019dd132list crm organizations
Lists all company (organization) records in the system.
019dd132list pipelines
Retrieves a list of all defined sales pipelines and their current stages.
Choose How to Get Started
Build a custom MCP for your own tools, or connect a ready-made integration from our catalog.
Build Your Own
Turn any API into an MCP. Import a spec, define Agent Skills, or deploy with MCPFusion.
- Import from OpenAPI, Swagger, or YAML specs
- Create Agent Skills with progressive disclosure
- Deploy to edge with MCPFusion framework
- Built in DLP, auth, and compliance on every call
- Real time usage dashboard and cost metering
- Publish to catalog or keep private
Make Your AI Do More
Start with Onpipeline, then connect any of our 4,800+ other servers whenever your AI needs more. One click, no limits.
- Use this MCP plus 4,800+ others, all in one place
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- Works with Claude, ChatGPT, Cursor, and more
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Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Onpipeline. 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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Works with Claude, ChatGPT, Cursor, and more
The Model Context Protocol standardizes how applications expose capabilities to LLMs. Instead of operating in isolation, your AI gains direct access to external platforms, live data, and real-world actions through secure, standardized connections.
This server provides 11 capabilities that interface natively with Claude, ChatGPT, Cursor, and any MCP client. No middleware. No custom integration required.
Tracking sales progress shouldn't require five browser tabs and three copy-pastes.
Today, when you need to check the status of an opportunity, you jump from your chat app to Onpipeline. You find the deal ID, then open the activity tab. You scroll through emails, click on calls, and finally copy a summary into your meeting notes. It takes minutes just to gather context.
With this MCP server, you tell your agent: 'Give me all details for Deal XYZ.' The tool runs `get_deal_details` and pulls the full activity history—emails, calls, meetings—into one structured response. You get the summary immediately.
Onpipeline MCP Server gives you control over your contacts.
Before this, adding a new person or company meant opening the CRM, filling out multiple forms (contact info, org name, etc.), and hoping you didn't miss a required field. It was tedious data entry that slowed down reps.
Now, your agent handles it. You just ask to 'create a contact for John Smith at Acme Corp.' The system runs `create_crm_organization` and then `create_crm_contact`, doing the complex backend work so you don't have to touch a single form.
What you can do with this MCP connector
This server connects your AI agent straight into your CRM so you can manage sales pipelines without ever leaving your chat window. It treats all your contacts, deals, and organizations like simple API tools; your agent just talks to them using natural conversation. You'll stop clicking through tabs and start giving direct commands.
Create Records: Building Out Your Data Set
You can build out new records directly from the chat. Use create_crm_contact to establish a brand-new person record, or use create_crm_organization when you need to set up a company profile. If you've got an opportunity ready to go, run create_crm_deal to launch a whole new sales deal into the system.
You can also check which sales stages exist by calling list_pipelines, giving you a list of all defined pipelines and their current statuses.
Retrieve Deal Details: Getting the Full Picture on Opportunities
You don't wanna guess what a deal is worth or where it stands. When you need specifics, use get_deal_details to grab every piece of metadata for any given deal ID—that includes its current status, assigned owner, financial value, and full activity history. Need to know who that contact is? Run get_contact_details to pull all the specific info you need on an existing person record.
If you just want a list of everybody in the system, use list_crm_contacts for all contacts or list_crm_organizations for every company profile.
List & Filter Data Sets: Getting Overviews Fast
Need a quick bird's-eye view? Use list_crm_deals to pull a comprehensive list of every deal currently sitting in your pipeline. You can also run list_crm_organizations to get an inventory of all companies tracked, or use list_crm_contacts to see every person record in the system right now. For scheduling, if you need to know what's coming up, list_crm_events pulls a complete list of scheduled calendar events tied to any CRM records.
Monitor Activity Logs: Knowing the Whole Story
You gotta track what’s happening with these accounts. Use list_activities to pull every recorded CRM activity associated with an account or deal—that means calls, emails sent, or internal notes. To understand the full lifecycle of a client, you'll use this tool to list those historical actions. You can also confirm which pipelines exist by calling list_pipelines, getting you a clear view of how your sales stages are structured.
It’s all about direct action. Your agent handles data entry for contacts, organizations, and deals, pulling up details instantly with specific commands like get_deal_details or get_contact_details. You can pull entire lists using list_crm_deals, list_crm_contacts, and list_crm_organizations to get quick overviews. And for activity tracking, you just run list_activities to see the whole history of calls and notes on any given account.
019dd132-8f5d-7013-a278-8582bf77a8b4 
How Onpipeline MCP Works
- 1 1. Subscribe to this server on Vinkius.
- 2 2. Provide your Onpipeline API Token in the settings.
- 3 3. Ask your AI client (Claude, Cursor, etc.) to perform a CRM task, like 'list all my deals' or 'create a new contact for Jane Doe'.
The bottom line is: your agent runs the commands against Onpipeline data so you never have to switch apps.
Who Is Onpipeline MCP For?
This is for sales teams that spend too much time copying and pasting status updates or jumping between a CRM dashboard and their communication tool. If your job involves tracking multiple deals across different stages, this saves you minutes every hour.
Needs to quickly get deal summaries or update prospect info (like create_crm_contact) without leaving their chat window.
Automates the retrieval of pipeline health metrics by listing all deals (list_crm_deals) and tracking team activity via natural conversation.
Manages organization-wide metadata, ensuring data consistency and monitoring CRM health using tools like list_crm_organizations.
What Changes When You Connect
- Instant Data Retrieval: Use
list_crm_dealsto pull a snapshot of all pipeline stages instantly. You don't have to open the dashboard just to see how many opportunities are in 'Proposal'. - Zero Manual Entry: Need to add a new client? Just ask your agent to run
create_crm_contact. It handles the data structure and puts it right into Onpipeline. - Full Visibility: Combine calls like
list_crm_organizationsand then useget_deal_detailson a specific deal ID. You get both the company profile and the deal status in one conversational flow. - Activity Auditing: Use
list_activitiesto pull an immediate history of communications—calls, emails, notes—for any account. It's instant due diligence. - Automated Updates: Never manually change a stage again. Tell your agent, 'Move this deal to Negotiation,' and it runs the update against the correct records.
Real-World Use Cases
Checking on stalled deals
A sales rep notices a key opportunity has stalled. Instead of opening the CRM, they ask their agent: 'What were the last 5 activities for Deal ID d_4521?' The agent runs get_deal_details and list_activities, instantly showing calls and emails logged over the past two weeks.
Onboarding a new client
The ops team gets a new company name. They prompt their agent: 'Create Org for Acme Corp' (using create_crm_organization) and then follow up with, 'Now create contact for John Doe at that organization.' The system handles both records in sequence.
Forecasting a meeting
A manager needs to know which pipelines are active. They ask: 'Show me all sales pipelines and their current stages' (using list_pipelines). The agent responds with the breakdown, giving an instant overview of where the team is focused.
Getting a quick account summary
A rep needs to jump back into a client file. They ask: 'What's the status for Global Solutions?' The agent runs list_crm_organizations to find the ID, then uses get_contact_details to pull all relevant person data.
The Tradeoffs
Treating the CRM like a database search.
User tries to combine listing and reading in one prompt: 'Give me details for the best deal related to Acme Corp.' This is vague and requires multiple guesses from the AI.
→
First, use list_crm_organizations to confirm the company ID. Then, run get_deal_details using a specific deal ID or follow up with 'Show me all deals for that organization' via list_crm_deals.
Manually tracking history.
A manager has to open the CRM, click on the contact, scroll through tabs, and manually read emails/calls from the last week. This is slow and prone to missing context.
→
Just ask your agent: 'List all CRM activities for this account.' The tool runs list_activities and gives you a clean timeline summary instantly.
Missing critical data points.
A rep remembers they talked to the CTO but forgets their name. They can't find the person record and have to ask an admin for help.
→
Use list_crm_contacts first, then filter by company or role to locate the correct contact details.
When It Fits, When It Doesn't
Use this server if your primary job is manipulating, tracking, or aggregating specific CRM data points (deals, contacts, activities) and you need to do it without switching applications. If you spend more time writing reports in Excel than talking to people, but the data lives in Onpipeline, this is for you.
Don't use this if your goal is simple reporting across multiple disconnected systems (e.g., comparing CRM data with Jira tickets). For that, you need a separate integration or ETL tool. If you just need a general overview of what the whole company does—like knowing who works in Finance versus Marketing—you might be better off using a dedicated directory service API instead.
Common Questions About Onpipeline MCP
How do I find out what deals are active in Onpipeline using list_crm_deals? +
Running list_crm_deals gives you a comprehensive list of all opportunities. You can then follow up with the deal ID to use get_deal_details and see the current status or value.
Can I add a new organization using create_crm_organization? +
Yes, you can. The create_crm_organization tool handles setting up a completely new company record in your CRM database when you tell the agent to do it.
What is the difference between list_crm_contacts and get_contact_details? +
list_crm_contacts pulls an index of all contacts, giving you a quick directory view. get_contact_details requires a specific ID to pull every piece of information about one single person.
How do I see the history of communications for a deal using list_activities? +
You use list_activities, providing the relevant deal or contact ID. This tool retrieves a structured log that includes emails, calls, and notes, giving you the full communication audit trail.
How do I list all available sales pipelines using list_pipelines? +
The list_pipelines tool shows every pipeline your organization uses. It returns a summary of each pipeline by name and its current status, allowing you to identify which stage names are used across the company.
What is the difference between list_crm_organizations and get_contact_details? +
list_crm_organizations shows a directory of every company record. You use get_contact_details when you already know the specific contact's ID, letting you pull up their full profile details.
How do I create a deal and ensure it links to an existing organization using create_crm_deal? +
You must provide the Organization's unique ID when calling create_crm_deal. This ensures that the newly created deal record is immediately tied back to the correct company in your CRM.
Can I retrieve scheduled future meetings using list_crm_events? +
list_crm_events pulls all calendar entries for your accounts. It helps you see upcoming appointments, allowing you to plan follow-ups and track meeting schedules directly from the chat.
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.
Use it with your favorite AI tools
Connect this server to Cursor, Claude, VS Code, and more.