Pipeline CRM Connector for AI agents.
10 live capabilities
Manage your sales pipeline and contact database through a conversational interface.
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Why people use Pipeline CRM
Pipeline CRM Sales Pipeline Management: Stop digging through tabs
This Connector puts your CRM data right where you are already working. Instead of navigating menus, you just ask your agent to find the latest notes on a company. You get the answer immediately, letting you stay in your flow and actually spend time on your customers.
What Vinkius changes
You get a conversational interface for your entire sales database.
Use it from Claude, ChatGPT, Cursor or another AI client you already have.
One account · 5,900+ Connectors
- Real-world use case 01
Prep for a discovery call
A rep asks the agent to find the latest notes and company details on a specific lead before jumping on a Zoom call.
- Real-world use case 02
Weekly pipeline audit
A manager asks for a list of all deals over a certain amount to see what is moving this week.
- Real-world use case 03
Daily task management
An executive asks what tasks are assigned to them today to prioritize their morning schedule.
Complete set · 10capabilities
The complete Pipeline CRM capability set.
These are the exact actions your AI can choose when you ask it to work with Pipeline CRM.
01—04
4 capabilities in this set.
Part of 10 available through Pipeline CRM.
- 01 Capability
List pipeline deals
See a list of all active sales deals. Use this to monitor your current pipeline and revenue goals.
- 02 Capability
List pipeline tasks
See a list of all pending tasks you need to complete. This keeps your daily sales activities organized.
- 03 Capability
List pipeline users
View all account users and their access levels. This is useful for managing team permissions and visibility.
- 04 Capability
Get pipeline deal
Pull specific details for a single deal in your pipeline. Use this to see the exact status of a high-value lead.
05—07
3 capabilities in this set.
Part of 10 available through Pipeline CRM.
- 05 Capability
Get pipeline person
Retrieve detailed profile metadata for a specific person. This helps you see every detail on a contact instantly.
- 06 Capability
List pipeline companies
Get a full list of companies registered in your CRM. This is perfect for identifying new targets or auditing your reach.
- 07 Capability
List pipeline events
View your calendar events directly in the chat. This keeps your schedule visible without switching apps.
08—10
3 capabilities in this set.
Part of 10 available through Pipeline CRM.
- 08 Capability
List pipeline notes
Pull recent notes and comments for lead history. This ensures you have the full context before every call.
- 09 Capability
Get pipeline account
View your account settings and general CRM information. This is useful for checking global configurations.
- 10 Capability
List pipeline people
List all people and contacts within your CRM. This provides a quick overview of your entire database.
Set up in minutes
One URL. Then ask Pipeline CRM to work.
Claude and ChatGPT only need the Connector URL. Copy it once, add it in settings, and use Pipeline CRM from the conversation.
Choose your client
Live previewAdvanced clients IDE · CLI
Claude · Web + desktop
Connector URL · ready to paste
Streamable HTTPhttps://edge.vinkius.com/vk_preview_Y5zsx63C9qs9uPCypwWtgx41C1cAHIm1ZCOJd0Dt/mcp - Step 01
Open Connectors
In Claude Web or Claude Desktop, open Settings and choose Connectors.
- Step 02
Add the URL
Choose Add custom connector, name it Pipeline CRM, and paste the URL above.
- Step 03
Turn it on in chat
Select +, open Connectors, and enable Pipeline CRM for the conversation.
ChatGPT · Web + desktop
Connector URL · ready to paste
Streamable HTTPhttps://edge.vinkius.com/vk_preview_Y5zsx63C9qs9uPCypwWtgx41C1cAHIm1ZCOJd0Dt/mcp - Step 01
Open MCP settings
On desktop, open Settings and MCP servers. On web, open your workspace app or connector settings.
- Step 02
Add the URL
Choose Add server with Streamable HTTP, or create a custom MCP app, then paste the Pipeline CRM URL.
- Step 03
Save and start
Save the connection and enable Pipeline CRM in your conversation. Desktop may ask you to restart once.
Cursor · IDE configuration
Advanced setup
{
"mcpServers": {
"pipeline-crm": {
"url": "https://edge.vinkius.com/vk_preview_Y5zsx63C9qs9uPCypwWtgx41C1cAHIm1ZCOJd0Dt/mcp"
}
}
}- Step 01
Open MCP Settings
Press Cmd+Shift+P (macOS) or Ctrl+Shift+P (Windows/Linux) → search "MCP Settings"
- Step 02
Add the server config
Paste the JSON configuration above into the mcp.json file that opens
- Step 03
Save the file
Cursor will automatically detect the new Connector
- Step 04
Start using Pipeline CRM
Open Agent mode in chat and ask: "Using Pipeline CRM, help me...". 10 tools available
VS Code Copilot · IDE configuration
Advanced setup
{
"mcpServers": {
"pipeline-crm": {
"url": "https://edge.vinkius.com/vk_preview_Y5zsx63C9qs9uPCypwWtgx41C1cAHIm1ZCOJd0Dt/mcp"
}
}
}- Step 01
Create MCP config
Create a .vscode/mcp.json file in your project root
- Step 02
Add the server config
Paste the JSON configuration above
- Step 03
Enable Agent mode
Open GitHub Copilot Chat and switch to Agent mode using the dropdown
- Step 04
Start using Pipeline CRM
Ask Copilot: "Using Pipeline CRM, help me...". 10 tools available
Windsurf · IDE configuration
Advanced setup
{
"mcpServers": {
"pipeline-crm": {
"url": "https://edge.vinkius.com/vk_preview_Y5zsx63C9qs9uPCypwWtgx41C1cAHIm1ZCOJd0Dt/mcp"
}
}
}- Step 01
Open MCP Settings
Go to Settings → MCP Configuration or press Cmd+Shift+P and search "MCP"
- Step 02
Add the server
Paste the JSON configuration above into mcp_config.json
- Step 03
Save and reload
Windsurf will detect the new server automatically
- Step 04
Start using Pipeline CRM
Open Cascade and ask: "Using Pipeline CRM, help me...". 10 tools available
Cline · IDE configuration
Advanced setup
{
"mcpServers": {
"pipeline-crm": {
"url": "https://edge.vinkius.com/vk_preview_Y5zsx63C9qs9uPCypwWtgx41C1cAHIm1ZCOJd0Dt/mcp"
}
}
}- Step 01
Open Cline MCP Settings
Click the Connectors icon in the Cline sidebar panel
- Step 02
Add remote server
Click "Add Connector" and paste the configuration above
- Step 03
Enable the server
Toggle the server switch to ON
- Step 04
Start using Pipeline CRM
Ask Cline: "Using Pipeline CRM, help me...". 10 tools available
Claude Code · Terminal command
Advanced setup
claude mcp add pipeline-crm --transport http "https://edge.vinkius.com/vk_preview_Y5zsx63C9qs9uPCypwWtgx41C1cAHIm1ZCOJd0Dt/mcp"- Step 01
Install Claude Code
Run npm install -g @anthropic-ai/claude-code if not already installed
- Step 02
Add the Connector
Run the command above in your terminal
- Step 03
Verify the connection
Run claude mcp to list connected servers, or type /mcp inside a session
- Step 04
Start using Pipeline CRM
Ask Claude: "Using Pipeline CRM, show me...". 10 tools are ready
Where the request belongs
Work Pipeline CRM can move forward.
This is for sales professionals who are tired of manual data entry and hunting through complex CRM dashboards to find basic information.
Sales Representative
Quick lookups of contact info and deal statuses during live calls.
Sales Manager
Auditing team tasks and deal progress without manual report generation.
Account Executive
Checking company details and upcoming calendar events while preparing for meetings.
Build the capability set
Add more capabilities.
Each Connector adds new actions and data without changing how you work.
Browse ConnectorsPipedrive
Automate sales CRM via Pipedrive. manage deals, persons, and activities directly from any AI agent.
Pipeliner
Manage sales pipelines and opportunities via Pipeliner CRM. list leads, track deals, and monitor activities directly from any AI agent.
Onpipeline
Track deals through your sales pipeline with a visual CRM that focuses on activity-based selling and revenue forecasting.
Agendor
CRM for sales teams. manage leads, organizations, and pipelines via AI.
CRM PipeRun
Manage your sales pipeline and activities via PipeRun. track tasks, upload files, and organize deals directly from any AI agent.
Agile CRM
Manage contacts, deals, and marketing campaigns in one place with a CRM built for growing sales teams.
Bring your own AI
Change the model, client or framework. Keep Pipeline CRM connected.
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Claude -
ChatGPT -
Gemini -
Cursor -
VS Code -
Windsurf -
ZCode -
Cline -
Zed -
Continue -
Kiro -
Roo Code -
Zencoder -
Goose -
Void -
Augment Code -
Amp -
Qodo -
Tabnine -
Pieces -
Sourcegraph Cody -
JetBrains -
Warp -
Amazon Q -
Antigravity -
BoltAI -
Raycast -
Jan -
LM Studio -
AnythingLLM -
Open WebUI -
Msty -
Cherry Studio -
LibreChat -
TypingMind -
Chorus -
5ire -
n8n -
LangChain -
LlamaIndex -
CrewAI -
Vercel AI SDK
Before you connect
Questions about Pipeline CRM.
The practical details behind the request, access and result.
Can I use Pipeline CRM MCP to see my sales deals?
Yes, you can ask your agent to list all active deals or get specific details on any deal in your pipeline to see its current status and value.
Does Pipeline CRM MCP work with my existing contacts?
It connects directly to your existing Pipeline CRM account, allowing your agent to list people and companies you already have on file.
Can I check my tasks with Pipeline CRM MCP?
Yes, you can ask your agent to list pending tasks to see what needs to be done today, helping you stay organized without opening the CRM.
How do I get my lead history with Pipeline CRM MCP?
You can ask your agent to pull the most recent notes and comments for any lead, giving you the full context of your previous interactions.
Can I see who has access to my CRM using Pipeline CRM MCP?
Yes, it allows you to list account users and check global settings to maintain visibility over your team's permissions.
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.
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.
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.
One connection away
Give your agent a direct line to Pipeline CRM.
Connect Pipeline CRM once. Keep it beside 5,900+ managed Connectors when the next task needs more.
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