PipelinerをChatGPT、Claude、Geminiに接続

• 01 / 03パイプラインの状態を監査する方法
• 02 / 03リードの詳細情報を取得する方法
• 03 / 03営業タスクの管理方法

最速日

691ms

最遅日

1202ms

14日間の傾向

遅延傾向+23%

Pipeliner 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_cMXHlMSR0qhQJ6kLgMVzeeAnY1qEDKGmv0go1yiB/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 — Pipeliner capabilities are ready to use.

設定 · claude_desktop_config.jsonコピー

{
  "mcpServers": {
    "pipeliner-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_cMXHlMSR0qhQJ6kLgMVzeeAnY1qEDKGmv0go1yiB/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？ Pipeliner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

  セールスマネージャー

  CRMを開くことなく、特定の商談状況の確認やチームの活動監査を迅速に行えます。

• 02

  アカウントエグゼクティブ

  クライアントとの打ち合わせ前に、連絡先詳細や最新のリード情報を素早く検索できます。

• 03

  セールスオペレーション

  チャットインターフェースから直接、パイプライン構造やタスクの割り当て状況を監視できます。

• 01

  How do I connect Pipeliner to my AI client?

  You subscribe to the MCP on Vinkius and provide your Pipeliner API credentials, including your Token, Space ID, and Service URL. Once connected, it is ready to use in any compatible client.

• 02

  Which AI clients can I use with this MCP?

  You can use this MCP with any client that supports the Model Context Protocol, such as Claude, Cursor, or Windsurf.

• 03

  Can I see my team's tasks through the AI?

  Yes, you can use the capability to list all assigned tasks and sales activities to monitor team productivity.

• 04

  Does this MCP work with my existing Pipeliner space?

  Yes, it connects directly to your specific Pipeliner CRM space using your provided credentials.

• 05

  Can I get specific details about a single lead?

  Yes, you can use the capability to get deep-dive details and metadata for any specific lead in your system.

• 06

  How do I find my Pipeliner Space ID and Service URL?

  Log in to Pipeliner, go to Admin Space > API. There you can find your unique Space ID and the specific API Service URL for your instance.

• 07

  Can I see opportunities across multiple pipelines?

  Yes! Use the list_pipeliner_opportunities capability to retrieve a full list of deals. You can then ask the AI agent to filter or group them by pipeline name.

• 08

  Does this support looking up individual user activities?

  Absolutely. Use the list_pipeliner_activities capability to retrieve a log of all sales tasks, calls, and meetings recorded in your CRM space.

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