# Pipeliner MCP > Pipeliner MCP Server connects your CRM to any AI agent, letting you manage sales pipelines and opportunities via natural conversation. Instead of jumping between tabs or running complex reports, ask your agent to list leads, check opportunity status, or audit team activity directly in the chat window. It’s full control over your entire sales ecosystem from one place. ## Overview - **Category:** productivity - **Price:** Free - **Tags:** sales-enablement, pipeline-management, lead-tracking, opportunity-management ## Description You don't gotta jump into the Pipeliner CRM app just to check a status or grab some data point. We connect your entire **Pipeliner CRM** space directly to any AI client, so you can manage every deal and lead through natural conversation. Your agent handles all the heavy lifting, letting you get full control of your sales process without leaving the chat window. It’s like having a dedicated ops analyst sitting right next to you. ### Handling Leads and Opportunities Need an overview? You can ask your agent to pull up a list of every single sales lead—you'll see who's currently in your pipeline at a glance using `list_pipeliner_leads`. If you zero in on one specific prospect, you just give the agent an identifier, and it runs `get_pipeliner_lead`, pulling back deep metadata and the entire history for that lead. That way, you know exactly where they came from. When it comes to deals, you can list all active sales opportunities across your whole organization using `list_pipeliner_opportunities`. But if you want the nitty-gritty on one specific deal, the agent uses `get_pipeliner_opportunity` to fetch its current value and detailed stage progress. You'll see exactly where that opportunity sits in terms of potential revenue. ### Mapping Out Your Network You can map out your entire client base too. The agent runs `list_pipeliner_accounts` to give you a master list of every company account recorded in Pipeliner. If you need names, it pulls all business contacts linked to those accounts or leads via `list_pipeliner_contacts`. You also can check out the people who run the show by listing every user with access through `list_pipeliner_users`. ### Tracking Process and Activity Want to know how your deals are structured? The agent lists every defined sales pipeline using `list_pipeliner_pipelines`, so you'll see your whole deal flow structure laid out. For keeping tabs on the team, you can pull all recent sales activities and assigned tasks with one command; `list_pipeliner_activities` handles that for you. If you just want to audit the to-do list, the agent uses `list_pipeliner_tasks` to retrieve an inventory of every task assigned to the team. Essentially, your AI client doesn't just read reports; it performs actions across your entire sales ecosystem. You can check opportunity status, view leads and contacts, monitor pipeline structure, or audit team tasks—all from one chat window. It’s full visibility without the tab hopping. ## Tools ### get_pipeliner_lead Retrieves deep details for one specific lead, including its full history and metadata. ### get_pipeliner_opportunity Gets the current state and detailed information for a single sales opportunity. ### list_pipeliner_accounts Lists every company account in your Pipeliner space. ### list_pipeliner_activities Pulls all recent sales activities and assigned tasks for the team. ### list_pipeliner_contacts Generates a list of every business contact linked to your accounts or leads. ### list_pipeliner_leads Lists all sales leads, providing an overview of who is in the pipeline. ### list_pipeliner_opportunities Lists all active sales opportunities across your entire organization. ### list_pipeliner_pipelines Shows a list of every defined sales pipeline within Pipeliner CRM. ### list_pipeliner_tasks Retrieves an inventory of all assigned tasks for the team to work through. ### list_pipeliner_users Lists all users who have access or are set up within your Pipeliner space. ## Prompt Examples **Prompt:** ``` List all sales opportunities in the 'Enterprise' pipeline. ``` **Response:** ``` I've retrieved 6 opportunities from the 'Enterprise' pipeline. Total value is $245,000. Key deals include 'Global Bank Cloud Migration' and 'City Gov ERP Phase 2'. ``` **Prompt:** ``` Show me the last 5 leads added to Pipeliner. ``` **Response:** ``` I've fetched the latest leads. Recent additions include 'Tech Solutions Inc', 'Retail Group Asia', and 3 others. Would you like their contact info or lead status? ``` **Prompt:** ``` What are my sales activities for this week? ``` **Response:** ``` You have 12 activities scheduled this week: 5 follow-up calls, 3 discovery meetings, and 4 internal tasks. Would you like a daily breakdown? ``` ## Capabilities ### Retrieve Specific Lead Details You give the agent a lead identifier, and it pulls all associated metadata and history. ### Check Opportunity Status The agent fetches deep details on any opportunity, including its current value and stage progress. ### List All Company Accounts It retrieves a list of every company account recorded in your Pipeliner space. ### View Business Contacts You get a comprehensive list of all business contacts associated with your accounts and leads. ### Track Sales Activities & Tasks The agent lists recent sales activities or checks the status of assigned tasks for the team. ### Monitor Pipeline Structure It reads and lists all available pipelines, helping you understand your deal flow structure. ## Use Cases ### The Pre-Call Intelligence Dump An AE has a client meeting. Instead of opening Pipeliner, navigating to the contact record, and manually reviewing notes, they ask their agent: 'What's the history for Acme Corp?' The agent runs `list_pipeliner_contacts` and `get_pipeliner_lead`, giving them a summarized activity report instantly in the chat. They walk into the meeting fully briefed. ### Pipeline Bottleneck Discovery A Sales Manager notices deals are stalling between 'Discovery' and 'Proposal.' They ask their agent to run `list_pipeliner_opportunities` filtered by that stage. The results show 12 opportunities stalled for >30 days, allowing the manager to prioritize follow-ups immediately. ### Rapid Lead Qualification A new lead comes in via a web form. Instead of waiting for manual data entry, the user asks their agent: 'List all leads matching this industry.' The agent runs `list_pipeliner_leads`, instantly surfacing similar or related contacts and allowing immediate follow-up. ### Team Capacity Check A Sales Ops team member needs to know who is responsible for what. They ask the agent: 'List all assigned tasks that need review.' The agent runs `list_pipeliner_tasks`, providing a clear, actionable list of ownership and due dates across the entire department. ## Benefits - **Instant Status Checks:** You don't need to log into the CRM just to know if a deal is stuck. Use `get_pipeliner_opportunity` to instantly pull up key metrics, current value, or last activity—all in chat. - **Audit Trail on Demand:** Ever wonder why a contact record is missing context? Run `list_pipeliner_contacts` and then use `get_pipeliner_lead` to immediately check the lead's full history. It's instant due diligence. - **Team Oversight Without Dashboards:** A manager can ask, 'What are our top 5 opportunities in the Q2 pipeline?' and get a clean list from `list_pipeliner_opportunities`, bypassing complex reporting dashboards. - **Contact Data Prep for Meetings:** Before an important call, simply prompt your agent to run `list_pipeliner_contacts` using the client's company name. You walk into the meeting knowing everyone's role and history. - **Task Management Visibility:** Keep the team accountable by asking, 'Who owns the overdue tasks?' The agent uses `list_pipeliner_tasks` to give you a real-time accountability report. ## How It Works The bottom line is that you treat Pipeliner as just another API endpoint, calling all its functions using plain language prompts rather than navigating a UI. 1. 1. Subscribe to the Pipeliner MCP Server and provide your API credentials (Token, Space ID). 2. 2. Your AI client connects through the Vinkius Marketplace using these keys. 3. 3. You simply ask your agent a question like: 'What's the status of the Global Bank deal?' The agent runs the necessary tool call and returns the data. ## Frequently Asked Questions **How do I get details for a specific lead using get_pipeliner_lead?** You provide the agent with the unique ID or identifier for that lead. The tool runs and returns all associated metadata, including their history and current status. **Can list_pipeliner_opportunities show me deals by stage?** Yes. You can prompt your agent to filter the results of `list_pipeliner_opportunities` based on stages (e.g., 'Show all opportunities in the Negotiation phase'). **What is the difference between list_pipeliner_leads and list_pipeliner_accounts?** `list_pipeliner_leads` shows individual potential contacts that haven't been fully qualified. `list_pipeliner_accounts` lists the established corporate entities you work with. **Can I check team activities using list_pipeliner_activities?** Yes. This tool pulls a record of recent sales actions and tasks, allowing you to audit who did what and when across the whole team. **How does running `list_pipeliner_users` confirm that my API credentials are working?** It confirms your connection details allow read access to the user directory. Running this tool pulls a list of all system users, verifying that the token and space ID grant proper permissions for basic data retrieval. **If I run `list_pipeliner_opportunities` and get thousands of results, how does it handle pagination?** The server handles large datasets using standard pagination. It returns the first set of records along with a pointer to the next batch, allowing your agent to iterate until all opportunities are retrieved. **With `list_pipeliner_accounts`, can I filter by specific criteria like industry or size?** Yes, the tool supports optional filters based on account metadata. You pass parameters like 'Industry: Finance' directly in the query to limit the results immediately. **If I use `list_pipeliner_contacts`, can I find out which specific opportunity they are linked to?** The contact object includes relationship metadata fields. You must examine the returned JSON payload for associated Opportunity IDs or Account IDs to map connections. **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` tool 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` tool to retrieve a log of all sales tasks, calls, and meetings recorded in your CRM space.