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Connect Pipeline CRM to ChatGPT, Claude and Gemini

Set it up once and it works in ChatGPT, Claude, Cursor, and any other client you love. It all runs safely in the background, so you can relax and focus on what really matters. Run your entire sales pipeline through a chat interface.

Ask AI about this Connector

Developed, maintained, and hosted by Vinkius.

MCP VERIFIED · PRODUCTION READY · VINKIUS GUARANTEED

Waiting for input…

Works with modern AI clients that support MCP, including ChatGPT, Claude, Cursor, and more.

ChatGPTClaudeCursorPerplexityGeminiMicrosoft CopilotRaycastMeta AI

Your AI does the work. We keep it safe and sound.

No other AI tool gives you this. Your workflow runs in the client you already love, your account stays protected, and you decide what the agent can and cannot do. It is the whole reason to make the switch.

Each Connector lives inside our infrastructure, the same place where your workflow runs. The three things below are already part of it, working quietly in the background so you never have to think about them. Nothing to add, nothing to set up, nothing to worry about.

A futuristic MCP client docking bay
V8 Isolate01

Each Connector runs inside its own sealed environment.

Each Connector runs inside its own sealed V8 runtime — no access to your files, your system, or other servers. A Connector never sees past its own request.

Kill Switch02

One switch stops every agent. Instantly.

One action deactivates every Connector, revokes every token, and ends every session at once. AI Governance keeps the record.

FinOps per User03

Spending limits that pause instead of surprise.

Every user keeps their own connections and credentials, isolated from everyone else. Anything that would cross your spending limit is held for your approval, not billed.

Three controls, built into the layer your AI connects through.

Curated set · 10 capabilities

We ship only the actions that matter.

Capability set01 / 03

01-04

4 capabilities in this set.

Part of 10 available through Pipeline CRM.

  1. 01

    List pipeline users

    This capability pulls a list of all users currently on your Pipeline CRM account.

  2. 02

    Get pipeline deal

    Use this to grab specific details and status updates for a single deal.

  3. 03

    Get pipeline person

    This capability retrieves the full profile and metadata for a specific contact.

  4. 04

    List pipeline companies

    This capability provides a list of all companies stored in your CRM.

Capability set02 / 03

05-07

3 capabilities in this set.

Part of 10 available through Pipeline CRM.

  1. 05

    List pipeline events

    Use this to see your scheduled calendar events and upcoming meetings.

  2. 06

    List pipeline notes

    This capability fetches the most recent notes and comments left on your records.

  3. 07

    Get pipeline account

    This capability retrieves your account settings and global information.

Capability set03 / 03

08-10

3 capabilities in this set.

Part of 10 available through Pipeline CRM.

  1. 08

    List pipeline deals

    This capability pulls a list of all sales deals in your pipeline.

  2. 09

    List pipeline people

    Use this to get a list of all people in your Pipeline CRM contact list.

  3. 10

    List pipeline tasks

    This capability retrieves your list of pending tasks to help you stay organized.

Real work

What teams actually run

01

Pre-call Preparation

Ask your agent to pull up the latest notes and company details for a contact before you jump on a call.

02

Daily Planning

Ask your agent for a list of your pending tasks to organize your sales activities for the day.

03

Pipeline Auditing

Check the status of all active deals to see how close you are to hitting your revenue targets.

04

Team Oversight

Review recent comments and tasks to see how your team is progressing with specific accounts.

Automate a task

Put Pipeline CRM to work on one thing.

Step-by-step automations your AI runs through this Connector: the workflow, the prompts to start with, and the exact capabilities behind each move.

One connector, every AI

Pipeline CRM works with the most popular AI clients.

These are the most popular clients, each with a step-by-step guide: one link, set up once, with governance and visibility built in. And because everything runs on the MCP standard, the same connection also works in any other compatible client — nothing to rebuild.

ClaudeClaudeChatGPTChatGPTGeminiGeminiPerplexityPerplexityGrokGrokMicrosoft CopilotMicrosoft CopilotCursorCursorVS CodeVS CodeWindsurfWindsurfJetBrainsJetBrainsClineClineLangChainLangChainVercel AI SDKVercel AI SDKLovableLovableZ.aiZ.aiRaycastRaycastQwen CodeQwen CodeKimi CodeKimi CodeLe ChatLe Chat

Building your own app? The connector is yours to use.

You don't need a client to put Pipeline CRM to work: the same hosted connection plugs into your own applications and agent code, with the same governance on every request. Build with it, chat with it — one connection for both.

Observed, not estimated

902ms average. Fast in production.

Pipeline CRM is checked daily against the live service.

Daily averagePeak 1106ms
Oct 3Today
Fastest day
731ms
Slowest day
1106ms
14-day trend
Slowing+14%

Connect your client

One URL. Every client.

Activate the Connector, copy your link, and paste it into the client you already use. 10 capabilities arrive ready to run.

Preview access · not provider authentication

The vk_preview_* token belongs to Vinkius preview infrastructure. It lets Claude discover and display the capabilities of Pipeline CRM, so you can see the experience inside your AI.

It does not authenticate your account with Pipeline CRM. Actions requiring credentials or live account data may not run until you activate the Connector and authorize the service.

Pipeline CRM Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_Y5zsx63C9qs9uPCypwWtgx41C1cAHIm1ZCOJd0Dt/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Pipeline CRM capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "pipeline-crm-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_Y5zsx63C9qs9uPCypwWtgx41C1cAHIm1ZCOJd0Dt/mcp"
    }
  }
}
  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Step-by-step instructions for each client are in the guide. How to connect

Guided setup for Claude? Set up Pipeline CRM in Claude and other AIs

See all the AI clients this connector works with ↑

Who it's for

Built for the work Pipeline CRM owners hand off.

This MCP is built for sales professionals who want to manage their pipeline without manual data entry or constant tab switching.

  • 01

    Sales Representatives

    They use the agent to quickly look up contact info or deal status before calls.

  • 02

    Sales Managers

    They use the agent to monitor team tasks and audit pipeline progress via recent notes.

  • 03

    Account Executives

    They use the agent to verify company details and check upcoming calendar events.

FAQ

Questions Pipeline CRM owners ask.

  • 01

    How do I connect my Pipeline CRM data?

    You need to subscribe to the MCP on Vinkius and provide your Pipeline CRM API Key from your account settings.

  • 02

    Which AI clients can I use with this MCP?

    You can use this MCP with any compatible client, including Claude, Cursor, and Windsurf.

  • 03

    Can I see my calendar events through the AI?

    Yes, the MCP includes a capability to list your calendar events so your agent can see your schedule.

  • 04

    Is my data secure?

    Vinkius hosts the MCP and manages your credentials securely so you can connect once and work immediately.

  • 05

    Can I manage tasks through my agent?

    Yes, you can use the capability to list pending tasks and stay on top of your daily sales activities.

  • 06

    How do I find my Pipeline CRM API Key?

    Log in to Pipeline CRM, go to Account Settings > Integrations > API. There you can find and copy your API Key.

  • 07

    Can I see all my deals across different stages?

    Yes! Use the list_pipeline_deals capability to retrieve a comprehensive list of all active deals and their current pipeline stage.

  • 08

    Does this support looking up company information?

    Absolutely. Use the list_pipeline_companies capability to retrieve a list of all organizations stored in your CRM.

Explore

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