Pipeline crm MCP server for AI agents and assistants

Securely connect your AI agents and chatbots (Claude, ChatGPT, Cursor, etc) with Pipeline crm MCP or direct API to manage leads, update deal stages, log sales activities, and automate CRM workflows through natural language.

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Api Key

Pipeline CRM is a sales-focused customer relationship management platform for teams. It helps track leads, manage deals, and streamline sales workflows for better productivity.

15 Tools

Try Pipeline crm now

Type what you want done — sign in and watch it run live in the Tool Router playground.

TOOL ROUTER PLAYGROUND
Pipeline crm
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TOOLS

Supported Tools

Every Pipeline crm action and event your agent gets out of the box.

Create Pipeline CRM Company

Creates a new company record in Pipeline CRM with contact details, address, and social media information.

Create Deal

Tool to create a new deal in Pipeline CRM.

Delete Company

Tool to delete a company by ID in Pipeline CRM.

Delete Deal

Tool to delete a deal by ID.

Delete calendar task

Tool to delete a calendar task by ID.

Get Company by ID

Retrieves comprehensive details for a specific company by ID from Pipeline CRM.

Get Deal by ID

Tool to retrieve details for a specific deal by ID in Pipeline CRM.

Get Deal Stage by ID

Tool to retrieve details for a specific stage by ID in Pipeline CRM.

Get calendar task by ID

Tool to retrieve details for a specific task by ID in Pipeline CRM.

List Companies

List companies in Pipeline CRM with optional filtering, sorting, and pagination.

List Leads

Tool to list leads in Pipeline CRM.

List Deal Stages

Tool to list deal stages.

List calendar tasks

Tool to list calendar tasks.

List Users

List users in Pipeline CRM account with optional pagination.

Update Company

Tool to update an existing company by ID in Pipeline CRM.

SETUP GUIDE

Connect Pipeline crm MCP Tool with your Agent

1

Install Composio

typescript
npm install @composio/core ai @ai-sdk/mcp @ai-sdk/openai
Install the Composio SDK and your agent framework
2

Create a session with MCP enabled

typescript
import { Composio } from "@composio/core";

const composio = new Composio();
const { mcp } = await composio.create("your-user-id", {
  toolkits: ["pipeline_crm"],
  mcp: true,
});
Create a session scoped to Pipeline crm and read its MCP URL and headers
3

Connect your agent to the MCP server

typescript
import { createMCPClient } from "@ai-sdk/mcp";
import { openai } from "@ai-sdk/openai";
import { generateText, stepCountIs } from "ai";

const client = await createMCPClient({
  transport: { type: "http", url: mcp.url, headers: mcp.headers },
});

const { text } = await generateText({
  model: openai("gpt-5.6-sol"),
  tools: await client.tools(),
  prompt: "List all deals closing this month in Pipeline crm",
  stopWhen: stepCountIs(10),
});

console.log(text);
await client.close();
Pass the session's MCP URL and headers to your agent and run a Pipeline crm request
SETUP GUIDE

Connect Pipeline crm API Tool with your Agent

1

Install Composio

typescript
npm install @composio/core @composio/openai openai
Install the Composio SDK, the OpenAI provider, and the OpenAI SDK
2

Create a Composio session

typescript
import OpenAI from "openai";
import { Composio } from "@composio/core";
import { OpenAIResponsesProvider } from "@composio/openai";

const composio = new Composio({ provider: new OpenAIResponsesProvider() });
const client = new OpenAI();

const session = await composio.create("your-user-id", { toolkits: ["pipeline_crm"] });
const tools = await session.tools();
Initialize Composio with the OpenAI Responses provider and create a session scoped to Pipeline crm
3

Run Pipeline crm tools with your agent

typescript
let response = await client.responses.create({
  model: "gpt-5.6-sol",
  tools,
  input: [{ role: "user", content: "List all deals closing this month in Pipeline crm" }],
});

while (response.output.some((o) => o.type === "function_call")) {
  const outputs = await composio.provider.handleToolCalls(session, response.output);
  response = await client.responses.create({
    model: "gpt-5.6-sol",
    tools,
    previous_response_id: response.id,
    input: outputs,
  });
}

console.log(response.output_text);
Send a request, execute the Pipeline crm tool calls through the session, and print the final answer

Why Use Composio?

AI Native Pipeline crm Integration

  • Supports both Pipeline crm MCP and direct API based integrations
  • Structured, LLM-friendly schemas for reliable tool execution
  • Rich coverage for reading, writing, and querying your Pipeline crm data

Managed Auth

  • Built-in API key handling for hassle-free, secure access
  • Central place to manage, scope, and revoke Pipeline crm access
  • Per user and per environment credentials instead of hard-coded keys

Agent Optimized Design

  • Tools are tuned using real error and success rates to improve reliability over time
  • Comprehensive execution logs so you always know what ran, when, and on whose behalf

Enterprise Grade Security

  • Fine-grained RBAC so you control which agents and users can access Pipeline crm
  • Scoped, least privilege access to Pipeline crm resources
  • Full audit trail of agent actions to support review and compliance

Rolling this out across your team?

Give your team centralized access control across every framework with Composio’s MCP Gateway.

EXPLORE MCP GATEWAY
FAQ

Frequently asked questions

Yes, Pipeline crm requires you to configure your own API key credentials. Once set up, Composio handles secure credential storage and API request handling for you.

Yes! Composio's Tool Router enables agents to use multiple toolkits. Learn more.

Yes. Composio is SOC 2 Type II compliant and is built to keep your Pipeline crm connection and credentials secure. OAuth tokens and API keys are encrypted, and sensitive customer data is protected at rest and in transit.

Composio also undergoes independent security testing and continuously monitors its systems for security threats. You can review the latest reports and policies in the Composio Trust Center.

Composio maintains and updates all toolkit integrations automatically, so your agents always work with the latest API versions.

Create the key in your Pipeline crm account settings, then paste it once on Composio's connection page. Composio stores it encrypted and uses it only for the Pipeline crm actions your agent runs. Nobody else in your workspace can read it, and you can revoke it inside Pipeline crm at any time.

When you connect a Pipeline crm account through Composio, every action runs under that account, so anything the agent creates, sends, or changes shows up in Pipeline crm as done by you. Keep an approval step in your prompt for actions with side effects, such as sending or deleting, and have the agent draft first.

Whatever the credentials you connect allow inside Pipeline crm. If Pipeline crm lets you scope a key to specific permissions, create a scoped one so the agent can only do what you intend. You can revoke the key inside Pipeline crm at any time.

Yes. Composio supports multiple connected accounts for the same app, and that works in Claude, ChatGPT, or any other assistant you connect through Composio. Give each Pipeline crm connection a name such as work or personal, and the assistant uses the one you mention in the request. Each account keeps its own credentials and nothing is merged.

The connection stops working the moment Pipeline crm rejects the old key. Create a new key in Pipeline crm and reconnect the account from the Composio dashboard or by asking your agent to reconnect Pipeline crm. Nothing else changes.

Composio's free Hobby plan includes 100,000 tool calls per month with no credit card, which covers most personal Pipeline crm use. Paid plans add higher limits and team features. Your Pipeline crm plan and its API limits still apply as usual.

Built-in connectors usually give one AI access to a limited set of apps. Many people use Composio because it lets their AI connect to more apps than it normally supports, or connect to multiple accounts for the same app (e.g. connect Claude to multiple Pipeline crm accounts).

With Composio, you connect Pipeline crm once and then use it across different AI assistants without setting it up separately in each one. Connect your apps to Composio once, then connect Composio to whichever AI you use, whether that's Claude, ChatGPT, Hermes, or your own custom assistant.

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