Pipeliner MCP Server
Manage sales pipelines and opportunities via Pipeliner CRM — list leads, track deals, and monitor activities directly from any AI agent.
Vinkius AI Gateway soporta streamable HTTP y SSE.
Funciona con todos los agentes de IA que ya usas
…y cualquier cliente compatible con MCP
Pipeliner MCP Server: mira tu AI Agent en acción
Capacidades integradas (10)
get_pipeliner_lead
Get details for a specific lead
get_pipeliner_opportunity
Get details for a specific opportunity
list_pipeliner_accounts
List all company accounts
list_pipeliner_activities
List sales activities and tasks
list_pipeliner_contacts
List all business contacts
list_pipeliner_leads
List all sales leads
list_pipeliner_opportunities
List all sales opportunities
list_pipeliner_pipelines
List available sales pipelines
list_pipeliner_tasks
List all assigned tasks
list_pipeliner_users
List users in the Pipeliner space
Lo que este conector desbloquea
Connect your Pipeliner CRM space to any AI agent and take full control of your sales ecosystem through natural conversation.
What you can do
- Lead & Opportunity Oversight — List and retrieve detailed metadata for leads and sales opportunities across your workspace.
- Sales Pipeline Management — List available pipelines and track the progress of deals through different stages.
- Workforce Visibility — List company accounts, business contacts, and team members to maintain a clear view of your stakeholders.
- Activity & Task Tracking — Monitor sales activities and assigned tasks to ensure your team stays productive.
- Detailed Entity Inspections — Get deep-dive details for any specific lead or opportunity to understand its full history.
How it works
1. Subscribe to this server
2. Enter your Pipeliner API Token, Space ID, and Service URL
3. Start managing your sales directly from Claude, Cursor, or any MCP client
Who is this for?
- Sales Managers — quickly check the status of a specific opportunity or audit team activities without opening the CRM.
- Account Executives — lookup contact details and recent leads while preparing for client meetings.
- Sales Ops — monitor pipeline structures and task assignments directly from your chat interface.
Preguntas frecuentes
Dale a tus agentes de IA el poder de Pipeliner
Accede a Pipeliner y a más de 2.000 servidores MCP — listos para que tus agentes los usen, ahora mismo. Sin código pegamento. Sin integraciones personalizadas. Solo conecta el Vinkius AI Gateway y deja que tus agentes trabajen.
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