# Pipeline CRM — MCP server on mcp.ai
> Connect your Pipeline CRM account and use 15 tools for CRM straight from your AI agent. Connect with your own API key. Pipeline CRM is a sales-focused customer relationship management tool designed to help teams track leads, manage deals, and streamline workflows.

By: mcp.ai · official
Page: https://mcp.ai/pipeline_crm

## Connect (MCP protocol)
Remote MCP endpoint (HTTP, streamable): https://api.mcp.ai/p_pipeline_crm?ms=1787291400000
Add it as a custom/remote MCP connector, then authenticate when prompted.

## REST API (no MCP client required)
Every tool is also a REST endpoint, authed with a workspace API key.
Discover: GET https://api.mcp.ai/api/pipeline_crm/_endpoints   # public; lists every endpoint
Call:     POST https://api.mcp.ai/api/pipeline_crm/<endpoint>
  Authorization: Bearer sk_live_…   # create one at https://mcp.ai/settings/api-keys
  Content-Type: application/json
  Body: { …args }   →   { "ok": true, "tool": "<id>", "result": { … } }

## Developer docs
How to use (MCP or REST), markdown: https://mcp.ai/pipeline_crm/skill.md
Postman collection (v2.1): https://mcp.ai/pipeline_crm/postman.json

## Tools
- pipeline_crm_create_company(company: object, todo_template_id?: integer, check_for_duplicates?: boolean, todo_template_user_id?: integer, deliver_assignment_email?: boolean) — 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
- pipeline_crm_create_deal(deal: object, todo_template_id?: integer, todo_template_user_id?: integer, deliver_assignment_email?: boolean) — 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.
- pipeline_crm_delete_company(id: integer) — Tool to delete a company by ID in Pipeline CRM. Use after confirming the company ID is correct. Example: "Delete company with ID 123".
- pipeline_crm_delete_deal(id: integer) — Tool to delete a deal by ID. Use when you need to remove a deal from Pipeline CRM.
- pipeline_crm_delete_task(id: integer) — Tool to delete a calendar task by ID. Use after confirming the task exists in Pipeline CRM.
- pipeline_crm_get_company(id: integer) — 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
- pipeline_crm_get_deal(id: integer) — Tool to retrieve details for a specific deal by ID in Pipeline CRM. Use after confirming the deal ID.
- pipeline_crm_get_stage(id: integer) — Tool to retrieve details for a specific stage by ID in Pipeline CRM. Use after confirming the stage ID.
- pipeline_crm_get_task(id: integer) — Tool to retrieve details for a specific task by ID in Pipeline CRM. Use after confirming the task ID.
- pipeline_crm_list_companies(page?: integer, search?: string, sort_by?: string, per_page?: integer, sort_direction?: string) — 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 
- pipeline_crm_list_leads(page?: integer, per_page?: integer, created_to_date?: string, updated_to_date?: string, created_from_date?: string, updated_from_date?: string) — 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 
- pipeline_crm_list_stages(page?: integer, per_page?: integer) — Tool to list deal stages. Use when you need to enumerate all stages for deals in Pipeline CRM.
- pipeline_crm_list_tasks(page?: integer, deal_id?: integer, to_date?: string, per_page?: integer, from_date?: string, person_id?: integer, company_id?: integer) — Tool to list calendar tasks. Use when retrieving tasks for a deal, company, or person with optional date filters and pagination.
- pipeline_crm_list_users(page?: integer, per_page?: integer) — 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
- pipeline_crm_update_company(id: integer, company: object, deliver_reassignment_email?: boolean) — Tool to update an existing company by ID in Pipeline CRM. Use after confirming the company ID and fields to change.

## Example prompts
- "What can I do in Pipeline CRM?"
- "Show me a summary of my Pipeline CRM account"

## Links
Docs: https://mcp.ai/docs/mcps/pipeline_crm
Website: https://mcp.ai/mcps/pipeline_crm