# How to integrate Pipeline crm MCP with Atomic Agent ```json { "title": "How to integrate Pipeline crm MCP with Atomic Agent", "toolkit": "Pipeline crm", "toolkit_slug": "pipeline_crm", "framework": "Atomic Agent", "framework_slug": "atomic-agent", "url": "https://composio.dev/toolkits/pipeline_crm/framework/atomic-agent", "markdown_url": "https://composio.dev/toolkits/pipeline_crm/framework/atomic-agent.md", "updated_at": "2026-08-11T13:13:21.049Z" } ``` ## 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](https://atomicagent.io/docs/?cta_placement=atomic-agent-docs) for installation instructions. ## Also integrate 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) ## TL;DR ### 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 ### Connect Pipeline crm to Atomic Agent - Sign up or sign in to the [Composio dashboard](https://dashboard.composio.dev/?cta_placement=atomic-agent-api-key). Copy your API key. - 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. - Ask Atomic Agent to do something in Pipeline crm. It searches Composio for the right tool. - 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. ## 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. ## 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](/pricing) for the current limits that apply to your connection. ## Complete Code None listed. ## Conclusion ### 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](https://atomicagent.io/?cta_placement=atomic-agent-site) or inspect the [Atomic Agent source code](https://github.com/AtomicBot-ai/atomic-agent?cta_placement=atomic-agent-repo). ## How to build Pipeline crm MCP Agent with another framework - [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. - [Agile CRM](https://composio.dev/toolkits/agile_crm) - Agile CRM is a unified customer management platform combining contacts, sales pipelines, marketing, and support. Use it to centralize customer data, automate campaigns, and manage deals and tickets 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. - [Blitz API](https://composio.dev/toolkits/blitz_api) - Blitz API is a people, company, and job search API with contact and company enrichment. Use it to enrich leads and accelerate sales outreach with accurate contact and firmographic data. - [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. - [Clarify MCP](https://composio.dev/toolkits/clarify_mcp) - Clarify MCP is a CRM platform for managing companies, people, deals, meetings, tasks, lists, and campaigns. Use it to centralize CRM data and streamline sales and marketing workflows. - [Clay](https://composio.dev/toolkits/clay) - Clay is a go-to-market data enrichment and workflow automation platform for searching people and companies, running routines, and querying workspace tables. It helps teams enrich leads, automate GTM workflows, and keep workspace data synchronized. - [Clay MCP](https://composio.dev/toolkits/clay_mcp) - Clay MCP is a prospect enrichment service for researching companies and contacts. It runs enrichment providers and Clay functions to return enriched prospect data. - [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. ## Frequently Asked Questions ### What are the differences in Tool Router MCP and Pipeline crm MCP? 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. ### Can I use Tool Router MCP with Atomic Agent? 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. ### Can I manage the permissions and scopes for Pipeline crm while using Tool Router? 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. ### How safe is my data with Composio Tool Router? 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. --- [See all toolkits](https://composio.dev/toolkits) ยท [Composio docs](https://docs.composio.dev/llms.txt)