WindsurfIDE

CRM PipeRun MCP Server

Bring Crm
to Windsurf

Name: CRM PipeRun MCP Server
Price: 29 USD
Availability: InStock
Rating: 4.9 (1 reviews)
Author: Vinkius

Learn how to connect CRM PipeRun to Windsurf and start using 11 AI agent tools in minutes. Fully managed, enterprise secure, and ready to use without writing a single line of code.

GDPR Free for Subscribers

Create ActivityDelete ActivityDelete FileGet ActivityGet Activity TypeGet FileList ActivitiesList Activity TypesList FilesUpdate ActivityUpload File

Unlock for AI Agents

Ask AI about this MCP Server ChatGPT Claude Perplexity

Compatible with every major AI agent and IDE

Claude

ChatGPT

Cursor

Gemini

Windsurf

VS Code

JetBrains

Vercel

+ other MCP clients

What is the CRM PipeRun MCP Server?

Connect your PipeRun CRM account to any AI agent to streamline your sales operations through natural conversation.

What you can do

Activity Management — List, create, update, and delete tasks or appointments to keep your sales momentum.
File Handling — Upload documents to deals, persons, or companies, and manage existing attachments effortlessly.
Activity Types — Explore and categorize your interactions using specific activity types defined in your CRM.
Detailed Inspection — Retrieve full metadata for specific activities or files to get the context you need.

How it works

Subscribe to this server
Enter your PipeRun API Token
Start managing your CRM from Claude, Cursor, or any MCP-compatible client

Who is this for?

Sales Representatives — quickly update meeting notes and task statuses without leaving your workflow.
Sales Managers — monitor team activities and file attachments across deals.
Operations Teams — automate the organization of sales documents and activity logging.

Built-in capabilities (11)

create_activity

Create a new activity

delete_activity

Delete an activity

delete_file

Delete a file from PipeRun

get_activity

Get details for a specific activity

get_activity_type

Get details for a specific activity type

get_file

Get details for a specific file

list_activities

List activities (tasks and appointments)

list_activity_types

List all activity types

list_files

Supports pagination and filtering. List files attached to deals, persons, or companies

update_activity

Update an existing activity

upload_file

Requires base64 encoded file content. Upload a file to a deal, person, or company

Why Windsurf?

Windsurf's Cascade agent chains multiple CRM PipeRun tool calls autonomously. query data, analyze results, and generate code in a single agentic session. Paste Vinkius Edge URL, reload, and all 11 tools are immediately available. Real-time tool feedback appears inline, so you see API responses directly in your editor.

—
Windsurf's Cascade agent autonomously chains multiple tool calls in sequence, solving complex multi-step tasks without manual intervention
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Purpose-built for agentic workflows. Cascade understands context across your entire codebase and integrates MCP tools natively
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JSON-based configuration means zero code changes: paste a URL, reload, and all 11 tools are immediately available
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Real-time tool feedback is displayed inline, so you see API responses directly in your editor without switching contexts

See it in action

CRM PipeRun in Windsurf

AI Agent→Vinkius

High Security·Kill Switch·Plug and Play

Why Vinkius

CRM PipeRun and 4,000+ other MCP servers. One platform. One governance layer.

Teams that connect CRM PipeRun to Windsurf through Vinkius don't need to source, host, or maintain individual MCP servers. Every tool call runs inside a hardened runtime with credential isolation, DLP, and a signed audit chain.

4,000+MCP Servers ready

<40msCold start

60%Token savings

	Raw MCP	Vinkius
Server catalog	Find and host yourself	4,000+ managed
Infrastructure	Self-hosted	Sandboxed V8 isolates
Credential handling	Plaintext in config	Vault + runtime injection
Data loss prevention	None	Configurable DLP policies
Kill switch	None	Global instant shutdown
Financial circuit breakers	None	Per-server limits + alerts
Audit trail	None	Ed25519 signed logs
SIEM log streaming	None	Splunk, Datadog, Webhook
Honeytokens	None	Canary alerts on leak
Custom domains	Not applicable	DNS challenge verified
GDPR compliance	Manual effort	Automated purge + export

Unlock for AI Agents View step-by-step setup guide for Windsurf →

Enterprise Security

Why teams choose Vinkius for CRM PipeRun in Windsurf

The CRM PipeRun MCP Server runs on Vinkius-managed infrastructure inside AWS — a purpose-built runtime with per-request V8 isolates, Ed25519 signed audit chains, and sub-40ms cold starts. All 11 tools execute in hardened sandboxes optimized for native MCP execution.

Your AI agents in Windsurf only access the data you authorize, with DLP that blocks sensitive information from ever reaching the model, kill switch for instant shutdown, and up to 60% token savings. Enterprise-grade infrastructure, zero maintenance.

Unlock for AI Agents View full CRM PipeRun details →

Fully ManagedVinkius Servers

60%Token savings

High SecurityEnterprise-grade

IAMAccess control

EU AI ActCompliant

DLPData protection

V8 IsolateSandboxed

Ed25519Audit chain

<40msKill switch

Stream every event to Splunk, Datadog, or your own webhook in real-time

* Every MCP server runs on Vinkius-managed infrastructure inside AWS - a purpose-built runtime with per-request V8 isolates, Ed25519 signed audit chains, and sub-40ms cold starts optimized for native MCP execution. See our infrastructure

The Vinkius Advantage

How Vinkius secures
CRM PipeRun for Windsurf

Every tool call from Windsurf to the CRM PipeRun MCP Server is protected by DLP redaction, cryptographic audit chains, V8 sandbox isolation, kill switch, and financial circuit breakers.

< 40msCold start

Ed25519Signed audit chain

60%Token savings

FAQ

Frequently asked questions

Can I see my upcoming tasks and appointments?

Yes! Use the list_activities tool to retrieve all scheduled tasks and appointments. You can filter by status or owner to see exactly what's on your plate.

How do I attach a document to a specific deal?

You can use the upload_file tool. Just provide the deal_id, the file name, and the base64 encoded content of the document to attach it directly to the CRM record.

Is it possible to update the status of an existing activity?

Absolutely. Use the update_activity tool with the activity id and the new status code (e.g., 2 for 'Done') to keep your pipeline up to date.

How does Windsurf discover MCP tools?

Windsurf reads the mcp_config.json file on startup and connects to each configured server via Streamable HTTP. Tools are listed in the MCP panel and available to Cascade automatically.

Can Cascade chain multiple MCP tool calls?

Yes. Cascade is an agentic system. it can plan and execute multi-step workflows, calling several tools in sequence to accomplish complex tasks without manual prompting between steps.

Does Windsurf support multiple MCP servers?

Yes. Add as many servers as needed in mcp_config.json. Each server's tools appear in the MCP panel and Cascade can use tools from different servers in a single flow.