How to integrate Pipeline crm MCP with Atomic Agent

Connect Atomic Agent to Pipeline crm MCP. List all leads added this week, get details for deal with id 789, and more using natural language, with authentication handled for you.

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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

Introduction

Atomic Agent is an open-source AI agent that runs on your machine and supports local models through llama.cpp. Connect it to 1,500+ apps through Composio, including Pipeline crm.

This guide uses Atomic Agent's built-in Composio integration. You need Atomic Agent v0.5.6 or later, your own Composio API key, and a Pipeline crm account. See the Atomic Agent documentation for installation instructions.

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How Atomic Agent connects to Pipeline crm

Atomic Agent connects to Composio's Tool Router over Streamable HTTP MCP. It discovers the tools needed for your request, and Composio handles account authentication.

Execution and account-connection tools follow Atomic Agent's configured approval policy. Review any approval prompt before allowing an action on your connected account.

Connect Pipeline crm to Atomic Agent

  1. Sign up or sign in to the Composio dashboard. Copy your API key.
  2. In Atomic Agent, open the Integrations tab and select Composio. Select API key, press e, paste the key, and press Enter. The tools become available immediately, without a restart.
  3. Ask Atomic Agent to do something in Pipeline crm. It searches Composio for the right tool.
  4. On first use, open the sign-in link returned in the chat. Connect your Pipeline crm account, then return to Atomic Agent to continue.

Headless setup

Add the following line to ~/.atomic-agent/.env, replacing YOUR_COMPOSIO_API_KEY with your key. Start Atomic Agent after saving the file.

bash
COMPOSIO_API_KEY=YOUR_COMPOSIO_API_KEY

What is the Pipeline crm MCP server, and what's possible with it?

The Pipeline crm MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Pipeline crm account. It provides structured and secure access to your sales pipeline data, so your agent can perform actions like tracking leads, managing deals, updating company information, organizing tasks, and streamlining sales workflows on your behalf.

  • Lead and company management: Effortlessly list, retrieve, or delete companies and leads, making it easy to keep your CRM up to date and focused on the right opportunities.
  • Deal tracking and stage management: Let your agent fetch deal details, monitor deal stages, or remove outdated deals to ensure your pipeline always reflects current sales activity.
  • Calendar task organization: Automatically list and retrieve calendar tasks, or pull specific task details by ID to stay on top of follow-ups and scheduled activities.
  • Comprehensive sales workflow automation: Ask your agent to enumerate deal stages, manage associated tasks, and streamline repetitive CRM operations so your team can focus on closing more deals.

Use Pipeline crm from Atomic Agent

With your account connected, ask Atomic Agent to work with Pipeline crm in natural language. You can connect more apps through the same Composio integration as you need them.

Visit the Atomic Agent website or inspect the Atomic Agent source code.

Troubleshooting

Why is my API key rejected?

Copy the key directly from the Composio dashboard. Atomic Agent requires ASCII characters because it sends the key in an HTTP header. Remove any extra characters introduced when copying.

Why are Composio tools unavailable after saving a key?

Check that you use Atomic Agent v0.5.6 or later and that Composio is enabled in your configuration. A "composio": { "enabled": false } setting disables the integration while keeping the saved key on disk.

Does Composio have a free plan?

The Hobby plan includes 100,000 tool calls per month. Composio-managed OAuth apps have a lower included allowance. See Composio pricing for the current limits that apply to your connection.

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.

FAQ

Frequently asked questions

With a standalone Pipeline crm MCP server, the agents and LLMs can only access a fixed set of Pipeline crm tools tied to that server. However, with the Composio Tool Router, agents can dynamically load tools from Pipeline crm and many other apps based on the task at hand, all through a single MCP endpoint.

Yes, you can. Atomic Agent fully supports MCP integration. You get structured tool calling, message history handling, and model orchestration while Tool Router takes care of discovering and serving the right Pipeline crm tools.

Yes, absolutely. You can configure which Pipeline crm scopes and actions are allowed when connecting your account to Composio. You can also bring your own OAuth credentials or API configuration so you keep full control over what the agent can do.

All sensitive data such as tokens, keys, and configuration is fully encrypted at rest and in transit. Composio is SOC 2 Type 2 compliant and follows strict security practices so your Pipeline crm data and credentials are handled as safely as possible.

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