How to Use the Onpipeline MCP in Claude

Q: How do I configure the Onpipeline MCP Server on Claude Desktop?

Open your claudedesktopconfig.json file and add the server configuration under the mcpServers key. Once you save the file and restart the desktop application, the hammer icon will display your new CRM tools.

Q: Does Onpipeline on Claude Desktop support custom pipelines?

It reads whatever pipelines you have set up via listpipelines. The agent automatically maps your deals to the correct stages based on your active configuration.

Q: What is the best way to review daily sales tasks?

Ask your agent to call listactivities to get your current to-do list. This returns your pending actions so you can prioritize your outreach.

Run your sales pipeline directly from Claude Desktop by connecting Onpipeline to update deals and log activities in real time.

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Connect Onpipeline MCP to Claude Desktop

Create your Vinkius account to connect Onpipeline 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 Onpipeline with Claude Desktop

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Run Onpipeline sales pipelines from Claude Desktop

The `list_pipelines` tool fetches your active sales pipelines directly into your desktop chat window. By feeding this structural data to Claude Desktop, you inspect current deal stages without clicking through browser tabs. Your agent reads active opportunities using `list_crm_deals` to spot stuck accounts. This MCP integration lets you run pipeline reviews by typing a quick prompt instead of running manual CRM exports.

Log sales activities without leaving the chat

The `list_activities` tool retrieves scheduled tasks and historical touchpoints for any account. Having Claude Desktop parse this log lets you identify which prospects need immediate follow-up. You check scheduled meetings using `list_crm_events` to prep for upcoming calls. The agent reviews your calendar history to draft personalized email follow-ups based on past interactions.

Create contacts and deals instantly

The `create_crm_contact` tool writes new prospect details directly to your Onpipeline database. When you paste raw email signatures into Claude Desktop, the agent extracts names, phone numbers, and emails to build clean records. You trigger `create_crm_deal` to spin up fresh sales opportunities right after creating a contact. This MCP Server setup eliminates manual data entry, keeping your pipeline populated and your forecasts accurate.

Setup guide

Set up Onpipeline 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 Onpipeline 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 Onpipeline 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 onpipeline-mcp.

json

{
  "mcpServers": {
    "onpipeline-mcp": {
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

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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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Common questions about Onpipeline MCP in Claude Desktop

Open your `claude_desktop_config.json` file and add the server configuration under the `mcpServers` key. Once you save the file and restart the desktop application, the hammer icon will display your new CRM tools.

Yes, you feed raw text or CSV data into the chat and tell your agent to run `create_crm_contact`. The desktop app processes the text locally and calls the API to create the records.

It reads whatever pipelines you have set up via `list_pipelines`. The agent automatically maps your deals to the correct stages based on your active configuration.

Ask your agent to call `list_activities` to get your current to-do list. This returns your pending actions so you can prioritize your outreach.

Your CRM contacts, deal amounts, and activity logs remain secure because the server runs locally or through a secure V8 sandbox. Vinkius handles the API token authentication, meaning your raw credentials never expose themselves to the LLM provider.

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