# Onpipeline MCP

> 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.

## Overview
- **Category:** industry-titans
- **Price:** Free
- **Tags:** onpipeline, sales-crm, pipeline-api, deals-management, contacts-orchestration, sales-automation, crm-orchestration, business-intelligence, mcp

## Description

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.

## Tools

### 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.

### get_contact_details
Retrieves specific information for an existing contact.

### get_deal_details
Gets all details, status, and activity history for a specified deal.

### list_activities
Lists all recorded CRM activities associated with an account or deal.

### list_crm_contacts
Retrieves a list of all contacts (persons) in the system.

### list_crm_deals
Lists every sales deal currently tracked in the pipeline.

### list_crm_events
Retrieves a list of scheduled calendar events tied to CRM records.

### list_crm_organizations
Lists all company (organization) records in the system.

### list_pipelines
Retrieves a list of all defined sales pipelines and their current stages.

## Prompt Examples

**Prompt:** 
```
List all my current deals in Onpipeline.
```

**Response:** 
```
I've retrieved your deals. You have 5 active opportunities including 'Acme Expansion' and 'Global Solutions'. Which one would you like to see the next activity for?
```

**Prompt:** 
```
Show me all sales pipelines and their current stage breakdown.
```

**Response:** 
```
You have 2 active pipelines. "B2B Enterprise" has 34 deals across 5 stages: Qualified (8), Discovery (12), Proposal (7), Negotiation (4), and Closing (3). Total pipeline value: $2.4M. "SMB Inbound" has 67 deals across 4 stages with a total value of $890K. Your weighted forecast for this quarter is $1.1M.
```

**Prompt:** 
```
Get the full details and activity history for deal ID d_4521.
```

**Response:** 
```
Deal d_4521 "Acme Corp Enterprise License" is in the Proposal stage with a value of $185,000. Owner: Sarah Johnson. Contact: Mark Davis (CTO). Created 23 days ago with 12 logged activities: 4 emails, 3 calls, 2 meetings, and 3 notes. Next scheduled activity: Follow-up call on May 15th at 10 AM.
```

## Capabilities

### Create Records
Build new contacts, organizations, and deals directly through the chat without opening the CRM UI.

### Retrieve Deal Details
Get specific deal metadata, including current stage, value, owner, and full activity history for any given ID.

### List & Filter Data Sets
Pull comprehensive lists of all contacts, organizations, deals, or even calendar events to get a quick overview.

### Monitor Activity Logs
Access and list historical CRM activities—like calls, emails, or notes—to understand the full lifecycle of an account.

## 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.

## Benefits

- **Instant Data Retrieval:** Use `list_crm_deals` to 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_organizations` and then use `get_deal_details` on a specific deal ID. You get both the company profile and the deal status in one conversational flow.
- **Activity Auditing:** Use `list_activities` to 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.

## How It Works

The bottom line is: your agent runs the commands against Onpipeline data so you never have to switch apps.

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'.

## Frequently Asked Questions

**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.