• CONTACTS
  • COMPANIES
  • DEALS
  • HUMAN

How to create new leads and deals with your AI

Connect Onpipeline to your AI client once. After that, your agent handles the data entry from your conversations.

Ask AI about this page

Short answer

How do I turn call notes into CRM records?

Your AI extracts contact, company, and deal info from your notes and pushes them to Onpipeline. You'll see these records appear in your CRM immediately. Here is how the data lands.

Data destinations

Where your records land.

The AI maps your conversation details to these specific CRM objects.

CONTACTS

New contact records

The AI builds individual profiles from the names and emails it finds in your notes. You'll find these ready for outreach in your CRM.

COMPANIES

New organization records

It creates company profiles based on the businesses mentioned in your calls. This keeps your account hierarchy organized.

DEALS

New deal records

The AI sets up new deals using the opportunity details from your chat. This populates your sales pipeline automatically.

HUMAN

Review and verify

You stay in the loop. You should check the new records in Onpipeline to make sure everything looks right.

The workflow

What your AI does when a lead arrives.

The AI handles the tedious part of logging information so you don't have to.

  1. Create contacts

    The agent pulls personal details from your transcript to build a profile.

    create_crm_contact

  2. Create organizations

    It identifies the business entity to build a company record.

    create_crm_organization

  3. Create deals

    The AI uses opportunity details to set up a new deal record.

    create_crm_deal

  4. Confirm entry

    The AI verifies the data was sent to Onpipeline successfully.

    create_crm_contact

Try it

Copy these to start.

Use these prompts to trigger the Onpipeline actions.

Starting points

These are opening lines. Replace the bracketed text with your actual meeting notes or transcripts.

Onpipeline Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_yU7dZPDVfQTuY2NqP2UJKzjjNUL7lhvZf8ibv5OB/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 — Onpipeline capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "onpipeline-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_yU7dZPDVfQTuY2NqP2UJKzjjNUL7lhvZf8ibv5OB/mcp"
    }
  }
}
Copy into chat04

  • Create a new contact and organization in Onpipeline for John Doe at Acme Corp based on these notes: [paste notes]

  • I just finished a call with Sarah from Globex. Create a new deal in Onpipeline for this opportunity.

  • Based on this transcript, create a contact for the person I just spoke with and add them to Onpipeline.

  • Create a new organization record in Onpipeline for the company mentioned in this chat: [paste text]

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

Start here

Connect Onpipeline once, then ask.

One link connects your account. Your login stays encrypted on our side, and you can start using the tools in any MCP-compatible client.

Connect Onpipeline to your AI

FAQ

How this task behaves.

  • 01

    Can the AI delete contacts in Onpipeline?

    No. The AI only has tools to create new records.

  • 02

    Can the AI update existing deal amounts?

    No. This Connector is built to create new records, not to edit existing ones.

  • 03

    Does the AI create a deal for every person I mention?

    No. It only creates a deal if you specifically ask it to or provide deal details.

  • 04

    Can the AI change the owner of a contact?

    No. The tools available are strictly for creating new contact, organization, and deal records.

  • 05

    Will the records show up in my CRM immediately?

    Yes. Once the AI executes the tool, the record is created in Onpipeline.

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

Connect Onpipeline to Claude, Cursor, ChatGPT & more