# Pipeline CRM — how to use (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.

## Option A — via MCP (recommended)
Remote MCP endpoint (HTTP, streamable): `https://api.mcp.ai/p_pipeline_crm?ms=1787291400000`
Add it as a custom/remote MCP connector in your client (Claude, Cursor, VS Code…), then authenticate when prompted. Once connected, ask the agent to use the server's tools (e.g. `pipeline_crm_create_company`).

## Option B — via direct REST API
Base URL: `https://api.mcp.ai/api/pipeline_crm`
Auth: `Authorization: Bearer sk_live_…` — create a workspace API key at https://mcp.ai/settings/api-keys
Discover endpoints: `GET https://api.mcp.ai/api/pipeline_crm/_endpoints`

### Endpoints
- `POST https://api.mcp.ai/api/pipeline_crm/create/company` — 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
  - body: { company: object, todo_template_id?: integer, check_for_duplicates?: boolean, todo_template_user_id?: integer, deliver_assignment_email?: boolean }
- `POST https://api.mcp.ai/api/pipeline_crm/create/deal` — 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.
  - body: { deal: object, todo_template_id?: integer, todo_template_user_id?: integer, deliver_assignment_email?: boolean }
- `POST https://api.mcp.ai/api/pipeline_crm/delete/company` — Tool to delete a company by ID in Pipeline CRM. Use after confirming the company ID is correct. Example: "Delete company with ID 123".
  - body: { id: integer }
- `POST https://api.mcp.ai/api/pipeline_crm/delete/deal` — Tool to delete a deal by ID. Use when you need to remove a deal from Pipeline CRM.
  - body: { id: integer }
- `POST https://api.mcp.ai/api/pipeline_crm/delete/task` — Tool to delete a calendar task by ID. Use after confirming the task exists in Pipeline CRM.
  - body: { id: integer }
- `POST https://api.mcp.ai/api/pipeline_crm/get/company` — 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
  - body: { id: integer }
- `POST https://api.mcp.ai/api/pipeline_crm/get/deal` — Tool to retrieve details for a specific deal by ID in Pipeline CRM. Use after confirming the deal ID.
  - body: { id: integer }
- `POST https://api.mcp.ai/api/pipeline_crm/get/stage` — Tool to retrieve details for a specific stage by ID in Pipeline CRM. Use after confirming the stage ID.
  - body: { id: integer }
- `POST https://api.mcp.ai/api/pipeline_crm/get/task` — Tool to retrieve details for a specific task by ID in Pipeline CRM. Use after confirming the task ID.
  - body: { id: integer }
- `POST https://api.mcp.ai/api/pipeline_crm/list/companies` — 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 
  - body: { page?: integer, search?: string, sort_by?: string, per_page?: integer, sort_direction?: string }
- `POST https://api.mcp.ai/api/pipeline_crm/list/leads` — 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 
  - body: { page?: integer, per_page?: integer, created_to_date?: string, updated_to_date?: string, created_from_date?: string, updated_from_date?: string }
- `POST https://api.mcp.ai/api/pipeline_crm/list/stages` — Tool to list deal stages. Use when you need to enumerate all stages for deals in Pipeline CRM.
  - body: { page?: integer, per_page?: integer }
- `POST https://api.mcp.ai/api/pipeline_crm/list/tasks` — Tool to list calendar tasks. Use when retrieving tasks for a deal, company, or person with optional date filters and pagination.
  - body: { page?: integer, deal_id?: integer, to_date?: string, per_page?: integer, from_date?: string, person_id?: integer, company_id?: integer }
- `POST https://api.mcp.ai/api/pipeline_crm/list/users` — 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
  - body: { page?: integer, per_page?: integer }
- `POST https://api.mcp.ai/api/pipeline_crm/update/company` — Tool to update an existing company by ID in Pipeline CRM. Use after confirming the company ID and fields to change.
  - body: { id: integer, company: object, deliver_reassignment_email?: boolean }

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

## More
- Page: https://mcp.ai/pipeline_crm
- Agent spec (llms.txt): https://mcp.ai/pipeline_crm/llms.txt
- Postman collection: https://mcp.ai/pipeline_crm/postman.json