Pipeline CRMをChatGPT、Claude、Geminiに接続

• 01 / 03パイプライン状況を監査する
• 02 / 03商談の準備方法
• 03 / 03営業タスクの管理方法

最速日

731ms

最遅日

1106ms

14日間の傾向

遅延傾向+14%

Pipeline CRM 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_Y5zsx63C9qs9uPCypwWtgx41C1cAHIm1ZCOJd0Dt/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 — Pipeline CRM capabilities are ready to use.

設定 · claude_desktop_config.jsonコピー

{
  "mcpServers": {
    "pipeline-crm-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_Y5zsx63C9qs9uPCypwWtgx41C1cAHIm1ZCOJd0Dt/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？ Pipeline CRM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

  商談の準備中に、チャットから即座に連絡先情報や案件ステータスを確認できます。

• 02

  営業マネージャー

  チームのタスク状況や最新のメモを監視し、パイプラインの進捗を監査できます。

• 03

  アカウントエグゼクティブ

  チャット画面から直接、企業の詳細情報や今後の予定を確認できます。

• 01

  How do I connect my Pipeline CRM data?

  You need to subscribe to the MCP on Vinkius and provide your Pipeline CRM API Key from your account settings.

• 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 see my calendar events through the AI?

  Yes, the MCP includes a capability to list your calendar events so your agent can see your schedule.

• 04

  Is my data secure?

  Vinkius hosts the MCP and manages your credentials securely so you can connect once and work immediately.

• 05

  Can I manage tasks through my agent?

  Yes, you can use the capability to list pending tasks and stay on top of your daily sales activities.

• 06

  How do I find my Pipeline CRM API Key?

  Log in to Pipeline CRM, go to Account Settings > Integrations > API. There you can find and copy your API Key.

• 07

  Can I see all my deals across different stages?

  Yes! Use the list_pipeline_deals capability to retrieve a comprehensive list of all active deals and their current pipeline stage.

• 08

  Does this support looking up company information?

  Absolutely. Use the list_pipeline_companies capability to retrieve a list of all organizations stored in your CRM.

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