Pipeline CRM MCP Server

Connect your Pipeline CRM account to any AI agent and take full control of your sales pipeline and contact management through natural conversation.

What you can do

• Contact Oversight — List all people and companies in your CRM and retrieve detailed profile metadata.
• Sales Pipeline Tracking — List and retrieve details for all active deals to stay on top of your revenue goals.
• Task & Event Management — List pending tasks and calendar events to organize your daily sales activities.
• Note & Comment Auditing — Retrieve recent notes and comments to understand the history of any lead or deal.
• User & Account Visibility — List account users and retrieve global settings to maintain visibility over your team's access.

How it works

1. Subscribe to this server
2. Enter your Pipeline CRM API Key (from account settings)
3. Start managing your sales directly from Claude, Cursor, or any MCP client

Who is this for?

• Sales Representatives — quickly lookup contact info or check the status of a deal while preparing for a call.
• Sales Managers — monitor team tasks and recent notes to audit pipeline progress.
• Account Executives — verify company details and upcoming calendar events directly from your chat interface.