Pipeline CRM

Creates a new company record in Pipeline CRM with contact details, address, and social media information. Use this tool when you need to add a new company to the CRM system. The only required field is

Tool to create a new deal in Pipeline CRM. Use after gathering all details. Example: Create a deal named 'Big Partnership' worth 50000 USD in stage 2.

Tool to delete a company by ID in Pipeline CRM. Use after confirming the company ID is correct. Example: "Delete company with ID 123".

Tool to delete a deal by ID. Use when you need to remove a deal from Pipeline CRM.

Tool to delete a calendar task by ID. Use after confirming the task exists in Pipeline CRM.

Retrieves comprehensive details for a specific company by ID from Pipeline CRM. Returns complete company information including contact details (multiple phones, email, social media), full address brea

Tool to retrieve details for a specific deal by ID in Pipeline CRM. Use after confirming the deal ID.

Tool to retrieve details for a specific stage by ID in Pipeline CRM. Use after confirming the stage ID.

Tool to retrieve details for a specific task by ID in Pipeline CRM. Use after confirming the task ID.

List companies in Pipeline CRM with optional filtering, sorting, and pagination. Returns a paginated list of companies with comprehensive details including contact information, address, owner, custom

Tool to list leads in Pipeline CRM. Use when you need to fetch multiple leads with optional filtering and pagination. For large datasets, iterate through pages using `page` and `per_page` together; a

Tool to list deal stages. Use when you need to enumerate all stages for deals in Pipeline CRM.

Tool to list calendar tasks. Use when retrieving tasks for a deal, company, or person with optional date filters and pagination.

List users in Pipeline CRM account with optional pagination. Returns a paginated list of users with their details including email, name, role, status, and admin privileges. Use this to retrieve user i

Tool to update an existing company by ID in Pipeline CRM. Use after confirming the company ID and fields to change.