CRM PiperunをChatGPT、Claude、Geminiに接続

• 01 / 02ドキュメントの添付方法
• 02 / 02営業活動の記録を自動化する方法

最速日

705ms

最遅日

1237ms

14日間の傾向

遅延傾向+20%

PipeRun Connector

準備完了です。MCPクライアントを選択し、セットアップ手順に従ってください。

コネクタリンクhttps://edge.vinkius.com/vk_preview_TMDvJySx7bqy3XI5kQMfVlVdEZQfQBKd778U3Uom/mcpコピー

Claude Desktop

以下の手順で数秒で接続できます。

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.

設定 · claude_desktop_config.jsonコピー

{
  "mcpServers": {
    "crm-piperun-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_TMDvJySx7bqy3XI5kQMfVlVdEZQfQBKd778U3Uom/mcp"
    }
  }
}

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

各クライアントの手順ガイドはこちらです。 接続方法

Claude向けのガイド付きセットアップ？ PipeRunをClaudeや他のAIに設定する

このConnectorが対応するすべてのAIクライアントを見る ↑

• 01

  営業担当者

  ワークフローを中断することなく、会議メモやタスクのステータスを迅速に更新できます。

• 02

  営業マネージャー

  チームの活動状況や、案件に添付されたファイルをリアルタイムで監視できます。

• 03

  オペレーションチーム

  営業書類の整理や活動ログの記録を自動化し、管理業務を効率化できます。

• 01

  How do I connect my PipeRun account?

  You subscribe to the MCP on Vinkius and enter your PipeRun API Token. Once connected, you can use it in any compatible client.

• 02

  Which AI clients can I use with this MCP?

  You can use this MCP with any compatible client, including Claude, Cursor, and Windsurf.

• 03

  Can I upload files to specific deals?

  Yes, you can upload files to deals, persons, or companies by providing the file content to your agent.

• 04

  Does this MCP support task management?

  Yes, it allows you to list, create, update, and delete tasks or appointments.

• 05

  Is my data secure?

  Vinkius hosts the MCP and manages your credentials to ensure a secure connection to your PipeRun account.

• 06

  Can I see my upcoming tasks and appointments?

  Yes! Use the list_activities capability to retrieve all scheduled tasks and appointments. You can filter by status or owner to see exactly what's on your plate.

• 07

  How do I attach a document to a specific deal?

  You can use the upload_file capability. Just provide the deal_id, the file name, and the base64 encoded content of the document to attach it directly to the CRM record.

• 08

  Is it possible to update the status of an existing activity?

  Absolutely. Use the update_activity capability with the activity id and the new status code (e.g., 2 for 'Done') to keep your pipeline up to date.

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