# PipeRun CRM MCP MCP > 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. ## Overview - **Category:** sales-automation - **Price:** Free - **Tags:** crm, sales-pipeline, activity-tracking, file-management, sales-productivity ## Description 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. ## Tools ### 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. ### get_activity Retrieves all specific details for one activity record by its ID. ### get_activity_type Looks up the definition and metadata for a specific activity type. ### get_file Retrieves all details about an attached file, including its content context. ### list_activities Generates a list of current tasks and appointments for the account. ### list_activity_types Lists every defined activity type available in your CRM setup. ### list_files Retrieves a paginated list of all files attached to deals, persons, or companies. ### update_activity Modifies the details of an activity that already exists in PipeRun. ### upload_file Attaches a file to a deal, person, or company record using base64 encoded content. ## Prompt Examples **Prompt:** ``` List my activities for today from PipeRun. ``` **Response:** ``` I've retrieved your activities. You have 3 tasks scheduled: a 'Follow-up Call' with John Doe, a 'Contract Review' for Deal #445, and a 'Discovery Meeting' at 3 PM. ``` **Prompt:** ``` Upload this proposal to deal ID 12345. ``` **Response:** ``` The file 'Proposal_v1.pdf' has been successfully uploaded and attached to Deal 12345. ``` **Prompt:** ``` Create a new meeting activity for tomorrow morning. ``` **Response:** ``` I've created a new activity. Title: 'Client Meeting', Type: 'Meeting', Status: 'Open'. It is assigned to you for tomorrow. ``` ## Capabilities ### Track and manage tasks List, create, update, or delete sales appointments and follow-up tasks. ### Handle deal documents Upload files like proposals or contracts to specific deals, people, or companies within the CRM. ### Get file details Retrieve full metadata for any attached document or file. ### View activity history List all recorded activities, like calls and meetings, associated with a deal. ### Update deal status Change the details of an existing task or appointment record. ## 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. ## Benefits - Update records instantly. Instead of navigating multiple screens, you can use `update_activity` to 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_activity` or `get_file`. You get all the metadata right away. - Stay organized by file. Use `list_files` and `upload_file` to ensure every proposal and contract is properly attached to the correct deal record. - Maintain momentum with activity tracking. Running `list_activities` gives you a clean, conversational overview of your entire pipeline's next steps. - Full control over data. You can not only create records using `create_activity` but also delete old ones or incorrect attachments using `delete_file`. ## How It Works 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. 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. ## Frequently Asked Questions **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.