• DEAL FILES
  • CONTACT FILES
  • COMPANY FILES
  • HUMAN REVIEW

How to attach documents to deals with your AI

Connect CRM PipeRun once. After that, you can manage your deal files through chat.

Ask AI about this page

Short answer

How do I attach documents to deals with my AI?

Tell your AI to upload a file to a specific deal, contact, or company. It handles the file transfer directly into PipeRun so you don't have to manually drag and drop files in the browser. You'll see how it works below.

File destinations.

Where your files land.

Your documents move from your chat directly into your CRM records.

DEAL FILES

Attached to deals

The AI places your contracts or proposals directly into the specific deal record you named. This keeps your sales pipeline organized.

CONTACT FILES

Linked to contacts

Upload documents to a specific person's profile. This ensures all client-related paperwork stays with the right contact.

COMPANY FILES

Stored under companies

Attach files to a company record to keep high-level documentation centralized for the entire account.

HUMAN REVIEW

Needs your check

The AI won't guess which deal or contact you mean. You must provide the specific name or ID to ensure the file lands in the right place.

The workflow

What your AI does when you ask to upload a file.

The AI acts as a bridge between your chat interface and your PipeRun database.

  1. Identify the target

    The AI looks for the specific deal, contact, or company you mentioned in your command to find the right destination.

    list_files

  2. Transfer the file

    Once the destination is confirmed, the AI pushes your document into the PipeRun record.

    upload_file

  3. Verify the upload

    The AI checks the record to make sure the file is present and correctly attached.

    get_file

  4. Cleanup

    If you uploaded the wrong version, you can tell the AI to remove it from the record.

    delete_file

Try it

Copy these to start.

Use these commands to begin managing your files.

Starting points

Swap out the bracketed text with your actual deal names or file names.

PipeRun Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_TMDvJySx7bqy3XI5kQMfVlVdEZQfQBKd778U3Uom/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 — PipeRun capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "crm-piperun-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_TMDvJySx7bqy3XI5kQMfVlVdEZQfQBKd778U3Uom/mcp"
    }
  }
}
Copy into chat04

  • Upload [filename] to the deal [Deal Name]

  • Attach this contract to the contact [Contact Name]

  • Find the files attached to [Company Name]

  • Delete the file [filename] from the [Deal Name] deal

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect CRM PipeRun once, then ask.

One connection links your AI to your CRM. Your login credentials stay encrypted and secure on our end.

Connect CRM PipeRun to your AI

FAQ

How this task behaves.

  • 01

    Can the AI create new deals while uploading files?

    No. This specific connector only handles file management for existing deals, contacts, and companies.

  • 02

    Will the AI delete files on its own?

    No. The AI only deletes a file if you explicitly tell it to do so in your chat.

  • 03

    Does the AI need the Deal ID to work?

    It works best with a specific name, but providing a unique ID helps ensure the file lands in the exact right spot.

  • 04

    Can I see a list of everything already attached to a deal?

    Yes, you can ask the AI to list the files currently attached to a specific contact or deal.

  • 05

    Can the AI edit the contents of a PDF I upload?

    No. The AI can only upload, list, get, or delete the files themselves.

  • More questions about CRM PipeRun? The Connector page answers them. See everything the CRM PipeRun Connector can do

Connect PipeRun to Claude, Cursor, ChatGPT & more