# Pipeline CRM MCP > Pipeline CRM connects your sales data to any AI agent, letting you manage deals, track contacts, and check tasks without leaving your chat interface. You can list all people, retrieve specific deal details, audit notes, or see pending tasks—all by asking a question. It gives your AI client instant access to the full scope of your revenue pipeline. ## Overview - **Category:** productivity - **Price:** Free - **Tags:** sales-pipeline, contact-management, lead-tracking, task-management ## Description You're connecting your entire sales pipeline to your AI agent, so you don't gotta jump between tabs just to check a contact's history or an account's status. This server gives your AI client direct access to all core CRM data—it's like having a virtual SDR sitting right in the chat with you, ready to pull any info you need instantly. **Managing People and Companies:** You can use `list_pipeline_people` to get a roster of every individual contact stored in your system. If you gotta deep-dive on one person, running `get_pipeline_person` pulls up their full profile details immediately. For the corporate side, `list_pipeline_companies` gives you an overview list of all company records, and if you need specific info on a single entity, you'll use that same tool to pull the details. **Tracking Deals and Accounts:** The core sales data is always available. You can run `list_pipeline_deals` to get a quick status summary across every active deal in your pipeline. When a deal needs closer inspection, `get_pipeline_deal` pulls up all the specific metrics and details for just that single opportunity. Beyond deals, you've got global account oversight; running `get_pipeline_account` retrieves all the overall settings and configuration data for the entire CRM setup. **Reviewing Activity and History:** It's crucial to know what happened last week, right? You can check pending tasks across your whole team using `list_pipeline_tasks`, giving you a summary of who owes what. For scheduling, `list_pipeline_events` lists every calendar event, both upcoming and past, associated with accounts. To keep track of context, running `list_pipeline_notes` retrieves recent comments and activity logs tied to any lead or deal history. You'll also find that all the data points—the people, the deals, and the companies—are connected, letting your agent build a full picture from those simple calls. **System Visibility:** Finally, for team coordination, `list_pipeline_users` shows every user account that has access to the CRM. These tools make sure your AI client can pull together all this complex data without you ever having to leave your chat interface. ## Tools ### get_pipeline_account Retrieves global account settings and configuration data from the CRM. ### get_pipeline_deal Fetches all specific details for a single, identified sales deal. ### get_pipeline_person Gets detailed profile information for one specific contact person. ### list_pipeline_companies Returns a list of every company record stored in the CRM. ### list_pipeline_deals Provides an overview and status summary for all active sales deals. ### list_pipeline_events Lists all upcoming or past calendar events associated with your accounts. ### list_pipeline_notes Retrieves recent comments, notes, and activity logs for any lead or deal history. ### list_pipeline_people Returns a list of all individual people contacts in the system. ### list_pipeline_tasks Shows a summary of pending tasks assigned across your team and accounts. ### list_pipeline_users Lists every user account connected to the CRM for access visibility. ## Prompt Examples **Prompt:** ``` List all active deals in my sales pipeline. ``` **Response:** ``` I've retrieved your deals. You have 5 active ones, including 'Enterprise Upgrade' ($50,000) and 'Startup Onboarding' ($12,000). Would you like more details on any of these? ``` **Prompt:** ``` Show me the last 5 people added to my contacts. ``` **Response:** ``` I've fetched the latest contacts. The most recent additions are 'Alice Johnson', 'Bob Smith', and 3 others. Would you like their email addresses or company info? ``` **Prompt:** ``` What tasks are assigned to me for today? ``` **Response:** ``` You have 3 tasks for today: 'Follow up with Acme Corp', 'Send proposal to GlobalTech', and 'Review Q4 goals'. ``` ## Capabilities ### Check Deal Status Retrieves detailed information for a specific deal ID or lists all active deals in the pipeline. ### Manage Contacts and Companies Lists all people, companies, and users within your CRM, pulling individual profiles on demand. ### Audit Activity History Fetches lists of pending tasks, calendar events, and notes/comments tied to specific records or the overall account. ## Use Cases ### Preparing for a Difficult Call The AE needs to call Acme Corp but can't remember what was discussed last week. They prompt their agent: 'Show me everything on Acme.' The agent runs `get_pipeline_person` and `list_pipeline_notes`, summarizing the history, so the AE sounds informed and prepared. ### Auditing Team Compliance The Sales Manager notices a deal stalled for three weeks. They ask the agent to check tasks: 'What is overdue?' The agent runs `list_pipeline_tasks` and cross-references it with deals using `get_pipeline_deal`, instantly flagging potential bottlenecks. ### New User Onboarding A new team member needs to know who has access rights. They ask: 'Who can view the platform settings?' The agent runs `list_pipeline_users` and optionally uses `get_pipeline_account`, giving them an immediate, accurate answer without needing admin help. ### Pipeline Health Check The VP of Sales wants a quick overview. They prompt: 'What are our top 5 deals this quarter?' The agent runs `list_pipeline_deals`, providing the status and value for immediate executive review. ## Benefits - Don't switch tabs to check notes. You can ask for `list_pipeline_notes` directly in the chat and get immediate context on any deal or person. - Stop manually tracking follow-ups. Use `list_pipeline_tasks` to pull a summary of assigned work, letting your agent prioritize what needs attention today. - Getting an overview is easy. A single prompt running `list_pipeline_deals` gives you the current status and value of every active opportunity in one response. - You can build comprehensive profiles by first listing people (`list_pipeline_people`), then using `get_pipeline_person` to pull deep metadata on a specific contact. - Visibility into team access is simple. Running `list_pipeline_users` gives you a quick audit of who has access rights across the entire account. ## How It Works The bottom line is: you tell your AI client what data you need, and it runs the right tool to get the answer from the CRM. 1. Subscribe to this server on Vinkius. Then, get your API Key from your Pipeline CRM account settings. 2. Enter that API Key into the connection flow for your preferred AI client (Claude, Cursor, etc.). 3. Your agent can now access and query all 10 tools—like `list_pipeline_deals` or `get_pipeline_person`—by interpreting a natural language prompt. ## Frequently Asked Questions **How do I check the status of a specific deal using get_pipeline_deal?** You provide the unique Deal ID to your agent. It runs `get_pipeline_deal` and returns all current details, including status, value, and owner. **Can list_pipeline_notes show me comments from last month?** Yes. You can prompt for 'notes from Q1' or use a general query like 'show recent notes.' The agent runs `list_pipeline_notes` to filter the activity log for you. **What is the difference between list_pipeline_people and get_pipeline_person?** Use `list_pipeline_people` when you need a directory view of many contacts. Use `get_pipeline_person` when you know the specific person ID and need all their details. **Does list_pipeline_tasks show me tasks assigned to my team?** Yes, it provides an aggregate view of pending tasks across your team. You can ask the agent to filter these by owner or due date for better focus. **When should I use the get_pipeline_account tool to validate connection permissions?** It confirms your account settings and ensures your API key has the necessary scope to read data across all modules—deals, contacts, tasks, etc. Use this first when setting up a new agent. **How can I narrow down results when using list_pipeline_events for a specific quarter?** You must provide start and end dates as parameters in the request. This limits the returned list to only calendar events that fall within that specified date range. **Does the list_pipeline_users tool allow me to check which user has admin rights?** Yes, it returns a list of all account users and includes metadata about their assigned role or permission level within the CRM. This is key for compliance checks. **What parameters should I pass to list_pipeline_companies if I only want tech sector businesses?** You need to include required filters, such as an industry code or minimum employee count, in your request payload. This narrows the company list down to specific criteria. **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` tool 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` tool to retrieve a list of all organizations stored in your CRM.