# Pipeline crm

```json
{
  "name": "Pipeline crm",
  "slug": "pipeline_crm",
  "url": "https://composio.dev/toolkits/pipeline_crm",
  "markdown_url": "https://composio.dev/toolkits/pipeline_crm.md",
  "logo_url": "https://logos.composio.dev/api/pipeline_crm",
  "categories": [
    "crm"
  ],
  "is_composio_managed": false,
  "updated_at": "2026-05-12T10:22:07.384Z"
}
```

![Pipeline crm logo](https://logos.composio.dev/api/pipeline_crm)

## Description

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.

## Summary

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.

## Categories

- crm

## Toolkit Details

- Tools: 15

## Images

- Logo: https://logos.composio.dev/api/pipeline_crm

## Authentication

- **Api Key**
  - Type: `api_key`
  - Description: Api Key authentication for Pipeline CRM.
  - Setup:
    - Configure Api Key credentials for Pipeline CRM.
    - Use the credentials when creating an auth config in Composio.

## Suggested Prompts

- List all leads added this week
- Get details for deal with ID 789
- Delete company with ID 123
- List calendar tasks scheduled for today

## Supported Tools

| Tool slug | Name | Description |
|---|---|---|
| `PIPELINE_CRM_CREATE_COMPANY` | Create Pipeline CRM 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 the company name. You can optionally include contact information (email, phone, fax), address details, social media links, and assign owners or tags. Set check_for_duplicates=true to prevent creating companies with duplicate names. |
| `PIPELINE_CRM_CREATE_DEAL` | 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. |
| `PIPELINE_CRM_DELETE_COMPANY` | 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". |
| `PIPELINE_CRM_DELETE_DEAL` | Delete Deal | Tool to delete a deal by ID. Use when you need to remove a deal from Pipeline CRM. |
| `PIPELINE_CRM_DELETE_TASK` | Delete calendar task | Tool to delete a calendar task by ID. Use after confirming the task exists in Pipeline CRM. |
| `PIPELINE_CRM_GET_COMPANY` | Get Company by ID | 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 breakdown, owner details, financial metrics (pipeline/won deals totals), custom fields, tags, and next scheduled tasks. Use this when you need detailed information about a company after obtaining its ID from LIST_COMPANIES or CREATE_COMPANY actions. |
| `PIPELINE_CRM_GET_DEAL` | Get Deal by ID | Tool to retrieve details for a specific deal by ID in Pipeline CRM. Use after confirming the deal ID. |
| `PIPELINE_CRM_GET_STAGE` | Get Deal Stage by ID | Tool to retrieve details for a specific stage by ID in Pipeline CRM. Use after confirming the stage ID. |
| `PIPELINE_CRM_GET_TASK` | Get calendar task by ID | Tool to retrieve details for a specific task by ID in Pipeline CRM. Use after confirming the task ID. |
| `PIPELINE_CRM_LIST_COMPANIES` | 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 fields, and tags. Supports search filtering and sorting by any field. Use this to retrieve multiple companies or search for specific companies by name or other attributes. |
| `PIPELINE_CRM_LIST_LEADS` | 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 single `per_page` value does not return all leads. |
| `PIPELINE_CRM_LIST_STAGES` | List Deal Stages | Tool to list deal stages. Use when you need to enumerate all stages for deals in Pipeline CRM. |
| `PIPELINE_CRM_LIST_TASKS` | List calendar tasks | 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` | 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 information for assignment, reporting, or user management purposes. For large accounts, iterate through pages using `page` and `per_page` parameters. Requires admin access to the API. |
| `PIPELINE_CRM_UPDATE_COMPANY` | Update Company | Tool to update an existing company by ID in Pipeline CRM. Use after confirming the company ID and fields to change. |

## Supported Triggers

None listed.

## Installation and MCP Setup

### Path 1: SDK Installation

#### Path 1, Step 1: Install Composio

Install the Composio SDK
```python
pip install composio_openai
```

```typescript
npm install @composio/openai
```

#### Path 1, Step 2: Initialize Composio and Create Tool Router Session

Import and initialize Composio client, then create a Tool Router session
```python
from openai import OpenAI
from composio import Composio
from composio_openai import OpenAIResponsesProvider

composio = Composio(provider=OpenAIResponsesProvider())
openai = OpenAI()
session = composio.create(user_id='your-user-id')
```

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

const composio = new Composio({
  provider: new OpenAIResponsesProvider(),
});
const openai = new OpenAI({});
const session = await composio.create('your-user-id');
```

#### Path 1, Step 3: Execute Pipeline crm Tools via Tool Router with Your Agent

Get tools from Tool Router session and execute Pipeline crm actions with your Agent
```python
tools = session.tools
response = openai.responses.create(
  model='gpt-4.1',
  tools=tools,
  input=[{
    'role': 'user',
    'content': 'List all deals closing this month in Pipeline crm'
  }]
)
result = composio.provider.handle_tool_calls(
  response=response,
  user_id='your-user-id'
)
print(result)
```

```typescript
const tools = session.tools;
const response = await openai.responses.create({
  model: 'gpt-4.1',
  tools: tools,
  input: [{
    role: 'user',
    content: 'List all deals closing this month in Pipeline crm'
  }],
});
const result = await composio.provider.handleToolCalls(
  'your-user-id',
  response.output
);
console.log(result);
```

### Path 2: MCP Server Setup

#### Path 2, Step 1: Install Composio

Install the Composio SDK and Claude Agent SDK
```python
pip install composio claude-agent-sdk
```

```typescript
npm install @composio/core ai @ai-sdk/openai @ai-sdk/mcp
```

#### Path 2, Step 2: Create Tool Router Session

Initialize the Composio client and create a Tool Router session
```python
from composio import Composio
from claude_agent_sdk import ClaudeSDKClient, ClaudeAgentOptions

composio = Composio(api_key='your-composio-api-key')
session = composio.create(user_id='your-user-id')
url = session.mcp.url
```

```typescript
import { Composio } from '@composio/core';

const composio = new Composio({ apiKey: 'your-api-key' });

console.log("Creating Tool Router session...");
const { mcp } = await composio.create('your-user-id');
console.log(`Tool Router session created: ${mcp.url}`);
```

#### Path 2, Step 3: Connect to AI Agent

Use the MCP server with your AI agent
```python
import asyncio

options = ClaudeAgentOptions(
    permission_mode='bypassPermissions',
    mcp_servers={
        'tool_router': {
            'type': 'http',
            'url': url,
            'headers': {
                'x-api-key': 'your-composio-api-key'
            }
        }
    },
    system_prompt='You are a helpful assistant with access to Pipeline crm tools.',
    max_turns=10
)

async def main():
    async with ClaudeSDKClient(options=options) as client:
        await client.query('List all open deals assigned to me')
        async for message in client.receive_response():
            if hasattr(message, 'content'):
                for block in message.content:
                    if hasattr(block, 'text'):
                        print(block.text)

asyncio.run(main())
```

```typescript
import { openai } from '@ai-sdk/openai';
import { experimental_createMCPClient as createMCPClient } from '@ai-sdk/mcp';
import { generateText, stepCountIs } from 'ai';

const client = await createMCPClient({
  transport: {
    type: 'http',
    url: mcp.url,
    headers: { 'x-api-key': 'your-composio-api-key' }
  }
});

const tools = await client.tools();

const { text } = await generateText({
  model: openai('gpt-4o'),
  tools,
  messages: [{ role: 'user', content: 'List all open deals assigned to me' }],
  stopWhen: stepCountIs(5)
});

console.log(`Agent: ${text}`);
```

## Why Use Composio?

### 1. 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

### 2. 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

### 3. 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

### 4. 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

## Use Pipeline crm with any AI Agent Framework

Choose a framework you want to connect Pipeline crm with:

- [OpenAI Agents SDK](https://composio.dev/toolkits/pipeline_crm/framework/open-ai-agents-sdk)
- [Claude Agent SDK](https://composio.dev/toolkits/pipeline_crm/framework/claude-agents-sdk)
- [Claude Code](https://composio.dev/toolkits/pipeline_crm/framework/claude-code)
- [Claude Cowork](https://composio.dev/toolkits/pipeline_crm/framework/claude-cowork)
- [Codex](https://composio.dev/toolkits/pipeline_crm/framework/codex)
- [OpenClaw](https://composio.dev/toolkits/pipeline_crm/framework/openclaw)
- [Hermes](https://composio.dev/toolkits/pipeline_crm/framework/hermes-agent)
- [Google ADK](https://composio.dev/toolkits/pipeline_crm/framework/google-adk)
- [LangChain](https://composio.dev/toolkits/pipeline_crm/framework/langchain)
- [Vercel AI SDK](https://composio.dev/toolkits/pipeline_crm/framework/ai-sdk)
- [Mastra AI](https://composio.dev/toolkits/pipeline_crm/framework/mastra-ai)
- [LlamaIndex](https://composio.dev/toolkits/pipeline_crm/framework/llama-index)
- [CrewAI](https://composio.dev/toolkits/pipeline_crm/framework/crew-ai)
- [Pydantic AI](https://composio.dev/toolkits/pipeline_crm/framework/pydantic-ai)
- [AutoGen](https://composio.dev/toolkits/pipeline_crm/framework/autogen)

## Related Toolkits

- [Hubspot](https://composio.dev/toolkits/hubspot) - HubSpot is an all-in-one marketing, sales, and customer service platform. It lets teams nurture leads, automate outreach, and track every customer interaction in one place.
- [Pipedrive](https://composio.dev/toolkits/pipedrive) - Pipedrive is a sales management platform offering pipeline visualization, lead tracking, and workflow automation. It helps sales teams keep deals moving forward efficiently and never miss a follow-up.
- [Salesforce](https://composio.dev/toolkits/salesforce) - Salesforce is a leading CRM platform that helps businesses manage sales, service, and marketing. It centralizes customer data, enabling teams to drive growth and build strong relationships.
- [Apollo](https://composio.dev/toolkits/apollo) - Apollo is a CRM and lead generation platform that helps businesses discover contacts and manage sales pipelines. Use it to streamline customer outreach and track your deals from one place.
- [Attio](https://composio.dev/toolkits/attio) - Attio is a customizable CRM and workspace for managing your team's relationships and workflows. It helps teams organize contacts, automate tasks, and collaborate more efficiently.
- [Acculynx](https://composio.dev/toolkits/acculynx) - AccuLynx is a cloud-based roofing business management software for contractors. It streamlines project tracking, lead management, and document sharing.
- [Addressfinder](https://composio.dev/toolkits/addressfinder) - Addressfinder is a data quality platform for verifying addresses, emails, and phone numbers. It helps you ensure accurate customer and contact data every time.
- [Affinity](https://composio.dev/toolkits/affinity) - Affinity is a relationship intelligence CRM that helps private capital investors find, manage, and close more deals. It streamlines deal flow and surfaces key connections to help you win opportunities.
- [Agencyzoom](https://composio.dev/toolkits/agencyzoom) - AgencyZoom is a sales and performance platform built for P&C insurance agencies. It helps agents boost sales, retain clients, and analyze producer results in one place.
- [Bettercontact](https://composio.dev/toolkits/bettercontact) - Bettercontact is a smart contact enrichment tool for finding emails and phone numbers. It helps boost lead generation with automated, waterfall search across multiple sources.
- [Blackbaud](https://composio.dev/toolkits/blackbaud) - Blackbaud provides cloud-based software for nonprofits, schools, and healthcare institutions. It streamlines fundraising, donor management, and mission-driven operations.
- [Brilliant directories](https://composio.dev/toolkits/brilliant_directories) - Brilliant Directories is an all-in-one platform for building and managing online membership communities and business directories. It streamlines listings, member management, and engagement tools into a single, easy interface.
- [Capsule crm](https://composio.dev/toolkits/capsule_crm) - Capsule CRM is a user-friendly CRM platform for managing contacts and sales pipelines. It helps businesses organize relationships and streamline their sales process efficiently.
- [Centralstationcrm](https://composio.dev/toolkits/centralstationcrm) - CentralStationCRM is an easy-to-use CRM software focused on collaboration and long-term customer relationships. It helps teams manage contacts, deals, and communications all in one place.
- [Clientary](https://composio.dev/toolkits/clientary) - Clientary is a platform for managing clients, invoices, projects, proposals, and more. It streamlines client work and saves you serious admin time.
- [Close](https://composio.dev/toolkits/close) - Close is a CRM platform built for sales teams, combining calling, email automation, and predictive dialers. It streamlines sales workflows and boosts productivity with all-in-one communication tools.
- [Dropcontact](https://composio.dev/toolkits/dropcontact) - Dropcontact is a B2B email finder and data enrichment service for professionals. It delivers verified email addresses and enriches contact info with up-to-date data.
- [Dynamics365](https://composio.dev/toolkits/dynamics365) - Dynamics 365 is Microsoft's platform combining CRM, ERP, and productivity apps. It streamlines sales, marketing, service, and operations in one place.
- [Espocrm](https://composio.dev/toolkits/espocrm) - EspoCRM is an open-source web application for managing customer relationships. It helps businesses organize contacts, track leads, and streamline their sales process.
- [Fireberry](https://composio.dev/toolkits/fireberry) - Fireberry is a CRM platform that streamlines customer and sales management. It helps businesses organize contacts, automate sales, and integrate with other business tools.

## Frequently Asked Questions

### Do I need my own developer credentials to use Pipeline crm with Composio?

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.

### Can I use multiple toolkits together?

Yes! Composio's Tool Router enables agents to use multiple toolkits. [Learn more](https://docs.composio.dev/tool-router/overview).

### Is Composio secure?

Composio is SOC 2 and ISO 27001 compliant with all data encrypted in transit and at rest. [Learn more](https://trust.composio.dev).

### What if the API changes?

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

---
[See all toolkits](https://composio.dev/toolkits) · [Composio docs](https://docs.composio.dev/llms.txt)