Pipeline CRM MCP Server
Manage sales and contacts via Pipeline CRM — list deals, track people, and monitor tasks directly from any AI agent.
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Pipeline CRM MCP Server : voyez votre AI Agent en action
Capacités intégrées (10)
get_pipeline_account
Get account settings and info
get_pipeline_deal
Get details for a specific deal
get_pipeline_person
Get details for a specific person
list_pipeline_companies
List companies in the CRM
list_pipeline_deals
List sales deals
list_pipeline_events
List calendar events
list_pipeline_notes
List recent notes/comments
list_pipeline_people
List people in Pipeline CRM
list_pipeline_tasks
List pending tasks
list_pipeline_users
List account users
Ce que ce connecteur débloque
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.
Questions fréquemment posées
Donnez à vos agents IA la puissance de Pipeline CRM
Accédez à Pipeline CRM et à plus de 2 000 serveurs MCP — prêts à être utilisés par vos agents, dès maintenant. Pas de code glue. Pas d'intégrations personnalisées. Branchez simplement Vinkius AI Gateway et laissez vos agents travailler.
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