PipeRun CRM MCP. Log Deals and Files Without Leaving Your Chat.
Gemini Works with every AI agent you already use
…and any MCP-compatible client
Just plug in your AI agents and start using Vinkius.
PipeRun CRM connects your sales platform directly to any AI client. Use this MCP to manage deals, track tasks, upload proposals, and log activity notes—all through natural conversation.
You can list existing activities, create new ones, update details on a deal's associated file, or look up specific metadata without leaving your workflow.
What your AI agents can do
Create activity
Creates a brand new task or appointment record in PipeRun.
Delete activity
Removes an existing activity record from the CRM.
Delete file
Deletes a file attachment linked to a deal, person, or company.
List, create, update, or delete sales appointments and follow-up tasks.
Upload files like proposals or contracts to specific deals, people, or companies within the CRM.
Retrieve full metadata for any attached document or file.
List all recorded activities, like calls and meetings, associated with a deal.
Change the details of an existing task or appointment record.
Ask AI about this MCP
Supported MCP Clients
OAuth 2.0 Compatible Gemini Waiting for input…
CRM PipeRun: 11 Tools for Sales Automation
These tools let you perform every core function of CRM management, from creating new tasks to uploading documents, all controlled by your AI agent.
Make your AI actually useful.
Add this MCP to Claude, Cursor, or Windsurf and your AI stops guessing. It gets real tools to look things up, take action, and handle the stuff you keep doing by hand.
Start using CRM PipeRun on Vinkius019e387fcreate activity
Creates a brand new task or appointment record in PipeRun.
019e387fdelete activity
Removes an existing activity record from the CRM.
019e387fdelete file
Deletes a file attachment linked to a deal, person, or company.
019e387fget activity
Retrieves all specific details for one activity record by its ID.
019e387fget activity type
Looks up the definition and metadata for a specific activity type.
019e387fget file
Retrieves all details about an attached file, including its content context.
019e387flist activities
Generates a list of current tasks and appointments for the account.
019e387flist activity types
Lists every defined activity type available in your CRM setup.
019e387flist files
Retrieves a paginated list of all files attached to deals, persons, or companies.
019e387fupdate activity
Modifies the details of an activity that already exists in PipeRun.
019e387fupload file
Attaches a file to a deal, person, or company record using base64 encoded content.
Choose How to Get Started
Build a custom MCP for your own tools, or connect a ready-made integration from our catalog.
Build Your Own
Turn any API into an MCP. Import a spec, define Agent Skills, or deploy with MCPFusion.
- Import from OpenAPI, Swagger, or YAML specs
- Create Agent Skills with progressive disclosure
- Deploy to edge with MCPFusion framework
- Built in DLP, auth, and compliance on every call
- Real time usage dashboard and cost metering
- Publish to catalog or keep private
Make Your AI Do More
Start with CRM PipeRun, then connect any of our 5,000+ other servers whenever your AI needs more. One click, no limits.
- Use this MCP plus 5,000+ others, all in one place
- Add new capabilities to your AI anytime you want
- Every connection is secured and compliant automatically
- Track usage and costs across all your servers
- Works with Claude, ChatGPT, Cursor, and more
- New servers added to the catalog every week
Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by PipeRun. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.
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Works with Claude, ChatGPT, Cursor, and more
The Model Context Protocol standardizes how applications expose capabilities to LLMs. Instead of operating in isolation, your AI gains direct access to external platforms, live data, and real-world actions through secure, standardized connections.
This server provides 11 capabilities that interface natively with Claude, ChatGPT, Cursor, and any MCP client. No middleware. No custom integration required.
The Manual Grind of Sales Record Keeping
Right now, updating a deal is a multi-step nightmare. You open the CRM, navigate to the specific account, find the correct tab for activities, then scroll through old notes just to see if you need to schedule something new. If you attach a proposal, you're clicking 'upload,' selecting the file, and manually linking it all back to the right deal record.
With this MCP, that whole process disappears. You tell your agent what needs doing—like scheduling a follow-up or attaching a contract—and it executes the action directly against your CRM data without you touching a browser window. It just happens.
Get Activity and File Management
You no longer have to manually navigate through multiple tabs just to find out if that specific deal has any files or what the last recorded meeting was. You don't need to copy-paste IDs into different sections of your workspace.
The agent runs `list_files` or `get_activity`, giving you a clean, immediate answer about the status or documentation attached. It’s direct data access, period.
What you can do with this MCP connector
Managing sales isn't just about talking; it’s about logging every detail. This MCP lets you control all your pipeline data straight from your agent. You can check the status of existing tasks, schedule new follow-ups, and even attach a proposal to a specific deal using simple conversation commands. Need context on a file? Ask for its metadata.
PipeRun handles the heavy lifting, keeping your sales record accurate every time. If you're integrating this into your larger operations suite via Vinkius, it becomes one reliable connection point for all your CRM needs.
019e387f-d17a-72d3-9e69-3ba7d6c95675 
How PipeRun CRM MCP Works
- 1 Subscribe to this MCP and input your unique PipeRun API Token.
- 2 Connect your preferred AI client, like Cursor or Claude, through Vinkius.
- 3 Tell your agent exactly what you need—for example, 'List all my tasks for the Smith account'—and it executes the action.
The bottom line is that once it's set up, your AI client handles the complex API calls so you just talk to your CRM.
Who Is PipeRun CRM MCP For?
Sales reps who hate switching tabs for meeting notes. Sales managers needing an instant audit trail of team activity. Ops teams that struggle keeping deal documentation organized.
Schedules a follow-up call right after a demo, updating the task status without opening the CRM browser.
Asks the agent to pull a list of all documents attached to a specific deal ID for a weekly team review.
Ensures that every time a new contract is signed, it's automatically logged as an activity record and associated with the correct company profile.
What Changes When You Connect
- Update records instantly. Instead of navigating multiple screens, you can use
update_activityto change a deal's status or close out old tasks with one command. - Never lose context. When you need details on an existing item, just ask the agent to run
get_activityorget_file. You get all the metadata right away. - Stay organized by file. Use
list_filesandupload_fileto ensure every proposal and contract is properly attached to the correct deal record. - Maintain momentum with activity tracking. Running
list_activitiesgives you a clean, conversational overview of your entire pipeline's next steps. - Full control over data. You can not only create records using
create_activitybut also delete old ones or incorrect attachments usingdelete_file.
Real-World Use Cases
The post-meeting follow-up
You just finished a call. Instead of opening the CRM, you ask your agent to 'Create a task for next week' and specify the details. The agent uses create_activity, logging the meeting notes instantly.
Auditing deal collateral
A manager needs to know what documents are attached to Deal #9021. They ask for a file list, and the agent runs list_files to provide an instant inventory of all attachments.
Handling document revisions
The client sends a revised contract. You tell your agent to attach it. The MCP handles the encoding and uses upload_file, ensuring the new version is logged against the deal's record.
The Tradeoffs
Assuming data consistency
Asking, 'What files are attached?' but not specifying which account or deal ID you mean. The agent fails because it needs context.
→
Always specify the target object when listing documents. Ask for list_files and include the Deal ID in your prompt. Don't assume the tool knows where you want the data.
Manually deleting records
Trying to delete a file using general instructions like 'delete that document.' The system needs explicit confirmation of what to remove.
→
To avoid errors, use delete_file and reference the specific file ID or attachment details. Don't just say 'delete it'; name the thing you want gone.
Overwriting critical data
Using a simple instruction to change notes without knowing if another user was working on the same record, leading to lost updates.
→
Always use update_activity and confirm you are modifying an existing record by providing its ID. This prevents accidental overwrites.
When It Fits, When It Doesn't
Use this MCP if your primary need is managing structured sales data—tasks, files, and deal metadata. It's perfect for logging what happened (using create_activity) or checking current status (list_activities). Don't use it if you are trying to analyze unstructured conversations; that requires a pure NLP model. If you just want to read notes from an email without attaching them to a deal, this isn't the right tool. You need these tools when the action involves saving or changing data within PipeRun.
Common Questions About PipeRun CRM MCP
Can I see my upcoming tasks and appointments? +
Yes! Use the list_activities tool to retrieve all scheduled tasks and appointments. You can filter by status or owner to see exactly what's on your plate.
How do I attach a document to a specific deal? +
You can use the upload_file tool. Just provide the deal_id, the file name, and the base64 encoded content of the document to attach it directly to the CRM record.
Is it possible to update the status of an existing activity? +
Absolutely. Use the update_activity tool with the activity id and the new status code (e.g., 2 for 'Done') to keep your pipeline up to date.
How do I use the `delete_activity` tool to clean up an old or unnecessary task? +
You simply provide the unique activity ID you want gone. The MCP executes the deletion immediately, removing that record from your PipeRun CRM.
What information do I get when I use the `get_activity` tool for a specific deal? +
The tool retrieves full metadata, giving you everything about that activity. You see notes, associated files, status changes, and ownership details all in one place.
Before scheduling an interaction, how do I use `list_activity_types` to check available categories? +
This tool pulls a complete list of every activity type defined in your PipeRun account. This ensures your agent uses the correct taxonomy when creating new records.
How does the `list_files` tool help me track attachments across different client records? +
It scans and lists files attached to deals, persons, or companies. You can filter these results to see all documents associated with a specific record type.
When I use the `update_activity` tool, what parameters can my AI agent modify? +
You can update multiple fields on an existing activity. This includes changing its status, adding notes, or reassigning ownership with a single call.
Use it with your favorite AI tools
Connect this server to Cursor, Claude, VS Code, and more.