Pipeliner Connector for AI agents.
10 live capabilities
Manage your sales pipeline and CRM opportunities through natural conversation.
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Why people use Pipeliner
Pipeliner CRM Management for Sales Teams
This Connector changes that by bringing the data to you. Instead of hunting for a specific deal, you just ask your agent to show you the status of your top opportunities. You get the answers you need in seconds, keeping you focused on your actual work.
What Vinkius changes
You get a conversational interface for your entire Pipeliner CRM without leaving your current workspace.
Use it from Claude, ChatGPT, Cursor or another AI client you already have.
One account · 5,900+ Connectors
- Real-world use case 01
Audit a sales pipeline
A manager wants to see the total value of the Enterprise pipeline.
- Real-world use case 02
Prep for a client meeting
An AE needs to know the last interaction with a lead.
- Real-world use case 03
Track team tasks
A Sales Ops person wants to see if anyone is falling behind.
Complete set · 10capabilities
The complete Pipeliner capability set.
These are the exact actions your AI can choose when you ask it to work with Pipeliner.
01—04
4 capabilities in this set.
Part of 10 available through Pipeliner.
- 01 Capability
List pipeliner activities
List sales activities and tasks. This helps you monitor the team's daily output.
- 02 Capability
List pipeliner opportunities
List all sales opportunities. This gives you a high-level view of your current deal flow.
- 03 Capability
List pipeliner accounts
List every company account in your CRM. This helps you see your full customer base at a glance.
- 04 Capability
List pipeliner leads
List all sales leads in your workspace. Use this to see new inbound interest quickly.
05—07
3 capabilities in this set.
Part of 10 available through Pipeliner.
- 05 Capability
List pipeliner users
List all users in your Pipeliner space. Use this to see who has access to your CRM.
- 06 Capability
Get pipeliner lead
Get the full details for a specific lead. This is useful for checking history during a live call.
- 07 Capability
Get pipeliner opportunity
Pull details for a specific sales opportunity. Use this to see the current deal value and status.
08—10
3 capabilities in this set.
Part of 10 available through Pipeliner.
- 08 Capability
List pipeliner pipelines
List all available pipelines. Use this to see how your sales processes are structured.
- 09 Capability
List pipeliner tasks
List all assigned tasks. This helps you see what needs to get done today.
- 10 Capability
List pipeliner contacts
List all business contacts. Use this to find specific people at your target companies.
Set up in minutes
One URL. Then ask Pipeliner to work.
Claude and ChatGPT only need the Connector URL. Copy it once, add it in settings, and use Pipeliner 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_cMXHlMSR0qhQJ6kLgMVzeeAnY1qEDKGmv0go1yiB/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 Pipeliner, and paste the URL above.
- Step 03
Turn it on in chat
Select +, open Connectors, and enable Pipeliner for the conversation.
ChatGPT · Web + desktop
Connector URL · ready to paste
Streamable HTTPhttps://edge.vinkius.com/vk_preview_cMXHlMSR0qhQJ6kLgMVzeeAnY1qEDKGmv0go1yiB/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 Pipeliner URL.
- Step 03
Save and start
Save the connection and enable Pipeliner in your conversation. Desktop may ask you to restart once.
Cursor · IDE configuration
Advanced setup
{
"mcpServers": {
"pipeliner": {
"url": "https://edge.vinkius.com/vk_preview_cMXHlMSR0qhQJ6kLgMVzeeAnY1qEDKGmv0go1yiB/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 Pipeliner
Open Agent mode in chat and ask: "Using Pipeliner, help me...". 10 tools available
VS Code Copilot · IDE configuration
Advanced setup
{
"mcpServers": {
"pipeliner": {
"url": "https://edge.vinkius.com/vk_preview_cMXHlMSR0qhQJ6kLgMVzeeAnY1qEDKGmv0go1yiB/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 Pipeliner
Ask Copilot: "Using Pipeliner, help me...". 10 tools available
Windsurf · IDE configuration
Advanced setup
{
"mcpServers": {
"pipeliner": {
"url": "https://edge.vinkius.com/vk_preview_cMXHlMSR0qhQJ6kLgMVzeeAnY1qEDKGmv0go1yiB/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 Pipeliner
Open Cascade and ask: "Using Pipeliner, help me...". 10 tools available
Cline · IDE configuration
Advanced setup
{
"mcpServers": {
"pipeliner": {
"url": "https://edge.vinkius.com/vk_preview_cMXHlMSR0qhQJ6kLgMVzeeAnY1qEDKGmv0go1yiB/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 Pipeliner
Ask Cline: "Using Pipeliner, help me...". 10 tools available
Claude Code · Terminal command
Advanced setup
claude mcp add pipeliner --transport http "https://edge.vinkius.com/vk_preview_cMXHlMSR0qhQJ6kLgMVzeeAnY1qEDKGmv0go1yiB/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 Pipeliner
Ask Claude: "Using Pipeliner, show me...". 10 tools are ready
Where the request belongs
Work Pipeliner can move forward.
Sales leaders who need to audit pipelines without the friction of a heavy UI, and account executives who need instant contact data during live calls.
Sales Manager
Audits team activity and pipeline health during weekly syncs without opening a browser.
Account Executive
Quickly pulls recent lead history while prepping for client meetings.
Sales Ops
Monitors task assignments and pipeline structures to keep the team on track.
Build the capability set
Add more capabilities.
Each Connector adds new actions and data without changing how you work.
Browse ConnectorsPipeline CRM
Manage sales and contacts via Pipeline CRM. list deals, track people, and monitor tasks directly from any AI agent.
Agendor
CRM for sales teams. manage leads, organizations, and pipelines via AI.
Pipedrive
Automate sales CRM via Pipedrive. manage deals, persons, and activities directly from any AI agent.
Freshsales
Manage your CRM pipelines, track leads, and oversee sales deals via AI agents with Freshsales.
Close
Manage sales and pipelines via Close CRM. track leads, monitor opportunities, and manage tasks directly from any AI agent.
CRM PipeRun
Manage your sales pipeline and activities via PipeRun. track tasks, upload files, and organize deals directly from any AI agent.
Bring your own AI
Change the model, client or framework. Keep Pipeliner connected.
-
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 Pipeliner.
The practical details behind the request, access and result.
Can Pipeliner MCP help me see my sales pipeline?
Yes, it lets you list pipelines and see exactly where each deal stands. You can ask your agent to show you specific stages or summarize your current deal flow.
Does Pipeliner MCP work with Claude or Cursor?
Yes, it works with any MCP-compatible client like Claude, Cursor, or Windsurf. Once connected, you can use your preferred agent to query your CRM.
How do I see my team's tasks using Pipeliner MCP?
You can ask your agent to list all assigned tasks to see what is on everyone's plate. This helps you monitor team productivity without manual checking.
Can I use Pipeliner MCP to find contact info?
Yes, it allows you to list business contacts so you can find the right people quickly. You can also get deep-dive details for specific leads during your workflow.
Is Pipeliner MCP good for sales managers?
It is great for managers who need to audit activities and pipeline health without clicking through the whole CRM. It provides a high-level view of your sales ecosystem.
Will Pipeliner MCP show me my recent lead activity?
Yes, it can pull your latest leads and activities so you stay on top of your follow-ups. It keeps your most recent data front and center in your chat.
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.
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.
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.
One connection away
Give your agent a direct line to Pipeliner.
Connect Pipeliner once. Keep it beside 5,900+ managed Connectors when the next task needs more.
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