# How to integrate Pipeline crm MCP with Claude Code

```json
{
  "title": "How to integrate Pipeline crm MCP with Claude Code",
  "toolkit": "Pipeline crm",
  "toolkit_slug": "pipeline_crm",
  "framework": "Claude Code",
  "framework_slug": "claude-code",
  "url": "https://composio.dev/toolkits/pipeline_crm/framework/claude-code",
  "markdown_url": "https://composio.dev/toolkits/pipeline_crm/framework/claude-code.md",
  "updated_at": "2026-05-12T10:22:07.384Z"
}
```

## Introduction

Manage your Pipeline crm directly from Claude Code with zero worries about OAuth hassles, API-breaking issues, or reliability and security concerns.
You can do this in two different ways:
- Via [Composio Connect](https://dashboard.composio.dev/login?utm_source=toolkits&utm_medium=framework_template&utm_campaign=claude-code&utm_content=composio_connect&next=%2F~%2Forg%2Fconnect%2Fclients%2Fclaude-code) - Direct and easiest approach
- Via [Composio SDK](https://docs.composio.dev/docs?utm_source=toolkits&utm_medium=framework_template&utm_campaign=claude-code&utm_content=composio_sdk) - Programmatic approach with more control

## 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 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)
- [CLI](https://composio.dev/toolkits/pipeline_crm/framework/cli)
- [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)

## TL;DR

- Only one MCP URL to connect multiple apps with Claude Code with zero auth hassles.
- Programmatic tool calling allows LLMs to write its code in a remote workbench to handle complex tool chaining. Reduces to-and-fro with LLMs for frequent tool calling.
- Handling Large tool responses out of LLM context to minimize context rot.
- Dynamic just-in-time access to 20,000 tools across 1000+ other Apps for cross-app workflows. It loads the tools you need, so LLMs aren't overwhelmed by tools you don't need.

## Connect Pipeline crm to Claude Code

### Connecting Pipeline crm to Claude Code using Composio
1. Add the Composio MCP to Claude

```bash
claude mcp add --scope user --transport http composio https://connect.composio.dev/mcp
```

## What is Claude Code?

Claude Code is Anthropic's command line developer tool that lets you use Claude directly inside your terminal. Instead of switching between your editor, browser, and chat, you can stay in your project folder and ask Claude to help you build, debug, refactor, and understand code right where you're working.
Key features include:
- Terminal-Native Experience: Work with Claude directly in your command line without switching contexts
- MCP Support: Built-in support for Model Context Protocol servers to extend Claude's capabilities
- Project Context: Claude understands your project structure and can read, write, and modify files
- Interactive Development: Ask questions, debug code, and get help in real-time while coding
- Multi-Platform: Works on macOS, Linux, WSL, and Windows

## 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.

## Creating MCP Server - Stand-alone vs Composio SDK

The Pipeline crm MCP server is an implementation of the Model Context Protocol that connects Claude Code (and other AI assistants like Claude and Cursor) directly to your Pipeline crm account. It provides structured and secure access so Claude can perform Pipeline crm operations on your behalf.
With Composio's managed implementation, you don't have to create your own developer app. For production, if you're building an end product, we recommend using your own credentials. The managed server helps you prototype fast and go from 0-1 faster.

## Step-by-step Guide

### 1. Prerequisites

Before starting, make sure you have:
- Claude Pro, Max, or API billing enabled Anthropic account
- Composio API Key
- A Pipeline crm account
- Basic knowledge of Python or TypeScript

### 1. Install Claude Code

To install Claude Code, use one of the following methods based on your operating system:
```bash
# macOS, Linux, WSL
curl -fsSL https://claude.ai/install.sh | bash

# Windows PowerShell
irm https://claude.ai/install.ps1 | iex

# Windows CMD
curl -fsSL https://claude.ai/install.cmd -o install.cmd && install.cmd && del install.cmd
```

### 2. Set up Claude Code

Open a terminal, go to your project folder, and start Claude Code:
- Claude Code will open in your terminal
- Follow the prompts to sign in with your Anthropic account
- Complete the authentication flow
- Once authenticated, you can start using Claude Code
```bash
cd your-project-folder
claude
```

### 3. Set up environment variables

Create a .env file in your project root with the following variables:
- COMPOSIO_API_KEY authenticates with Composio (get it from [Composio dashboard](https://dashboard.composio.dev/login?utm_source=toolkits&utm_medium=framework_template&utm_campaign=claude-code&utm_content=api_key&next=%2F~%2Forg%2Fconnect%2Fclients%2Fclaude-code))
- USER_ID identifies the user for session management (use any unique identifier)
```bash
COMPOSIO_API_KEY=your_composio_api_key_here
USER_ID=your_user_id_here
```

### 4. Install Composio library

No description provided.
```python
pip install composio-core python-dotenv
```

```typescript
npm install @composio/core dotenv
```

### 5. Generate Composio MCP URL

No description provided.
```python
import os
from composio import Composio
from dotenv import load_dotenv

load_dotenv()

COMPOSIO_API_KEY = os.getenv("COMPOSIO_API_KEY")
USER_ID = os.getenv("USER_ID")

composio_client = Composio(api_key=COMPOSIO_API_KEY)

composio_session = composio_client.create(
    user_id=USER_ID,
    toolkits=["pipeline_crm"],
)

COMPOSIO_MCP_URL = composio_session.mcp.url

print(f"MCP URL: {COMPOSIO_MCP_URL}")
print(f"\nUse this command to add to Claude Code:")
print(f'claude mcp add --transport http pipeline_crm-composio "{COMPOSIO_MCP_URL}" --headers "X-API-Key:{COMPOSIO_API_KEY}"')
```

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

const { COMPOSIO_API_KEY, USER_ID } = process.env;

if (!COMPOSIO_API_KEY || !USER_ID) {
  throw new Error('COMPOSIO_API_KEY and USER_ID required in .env');
}

const composioClient = new Composio({ apiKey: COMPOSIO_API_KEY });

const composioSession = await composioClient.create(USER_ID, {
  toolkits: ['pipeline_crm'],
});

const composioMcpUrl = composioSession?.mcp.url;

console.log(`MCP URL: ${composioMcpUrl}`);
console.log(`\nUse this command to add to Claude Code:`);
console.log(`claude mcp add --transport http pipeline_crm-composio "${composioMcpUrl}" --headers "X-API-Key:${COMPOSIO_API_KEY}"`);
```

### 6. Run the script and copy the MCP URL

No description provided.
```python
python generate_mcp_url.py
```

```typescript
node --loader ts-node/esm generate_mcp_url.ts
# or if using tsx
tsx generate_mcp_url.ts
```

### 7. Add Pipeline crm MCP to Claude Code

In your terminal, add the MCP server using the command from the previous step. The command format is:
- claude mcp add registers a new MCP server with Claude Code
- --transport http specifies that this is an HTTP-based MCP server
- The server name (pipeline_crm-composio) is how you'll reference it
- The URL points to your Composio Tool Router session
- --headers includes your Composio API key for authentication
After running the command, close the current Claude Code session and start a new one for the changes to take effect.
```bash
claude mcp add --transport http pipeline_crm-composio "YOUR_MCP_URL_HERE" --headers "X-API-Key:YOUR_COMPOSIO_API_KEY"

# Then restart Claude Code
exit
claude
```

### 8. Verify the installation

Check that your Pipeline crm MCP server is properly configured.
- This command lists all MCP servers registered with Claude Code
- You should see your pipeline_crm-composio entry in the list
- This confirms that Claude Code can now access Pipeline crm tools
If everything is wired up, you should see your pipeline_crm-composio entry listed:
```bash
claude mcp list
```

### 9. Authenticate Pipeline crm

The first time you try to use Pipeline crm tools, you'll be prompted to authenticate.
- Claude Code will detect that you need to authenticate with Pipeline crm
- It will show you an authentication link
- Open the link in your browser (or copy/paste it)
- Complete the Pipeline crm authorization flow
- Return to the terminal and start using Pipeline crm through Claude Code
Once authenticated, you can ask Claude Code to perform Pipeline crm operations in natural language. For example:
- "List all leads added this week"
- "Get details for deal with ID 789"
- "Delete company with ID 123"

## Complete Code

```python
import os
from composio import Composio
from dotenv import load_dotenv

load_dotenv()

COMPOSIO_API_KEY = os.getenv("COMPOSIO_API_KEY")
USER_ID = os.getenv("USER_ID")

composio_client = Composio(api_key=COMPOSIO_API_KEY)

composio_session = composio_client.create(
    user_id=USER_ID,
    toolkits=["pipeline_crm"],
)

COMPOSIO_MCP_URL = composio_session.mcp.url

print(f"MCP URL: {COMPOSIO_MCP_URL}")
print(f"\nUse this command to add to Claude Code:")
print(f'claude mcp add --transport http pipeline_crm-composio "{COMPOSIO_MCP_URL}" --headers "X-API-Key:{COMPOSIO_API_KEY}"')
```

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

const { COMPOSIO_API_KEY, USER_ID } = process.env;

if (!COMPOSIO_API_KEY || !USER_ID) {
  throw new Error('COMPOSIO_API_KEY and USER_ID required in .env');
}

const composioClient = new Composio({ apiKey: COMPOSIO_API_KEY });

const composioSession = await composioClient.create(USER_ID, {
  toolkits: ['pipeline_crm'],
});

const composioMcpUrl = composioSession?.mcp.url;

console.log(`MCP URL: ${composioMcpUrl}`);
console.log(`\nUse this command to add to Claude Code:`);
console.log(`claude mcp add --transport http pipeline_crm-composio "${composioMcpUrl}" --headers "X-API-Key:${COMPOSIO_API_KEY}"`);
```

## Conclusion

You've successfully integrated Pipeline crm with Claude Code using Composio's MCP server. Now you can interact with Pipeline crm directly from your terminal using natural language commands.
Key features of this setup:
- Terminal-native experience without switching contexts
- Natural language commands for Pipeline crm operations
- Secure authentication through Composio's managed MCP
- Tool Router for dynamic tool discovery and execution
Next steps:
- Try asking Claude Code to perform various Pipeline crm operations
- Add more toolkits to your Tool Router session for multi-app workflows
- Integrate this setup into your development workflow for increased productivity
You can extend this by adding more toolkits, implementing custom workflows, or building automation scripts that leverage Claude Code's capabilities.

## 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 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)
- [CLI](https://composio.dev/toolkits/pipeline_crm/framework/cli)
- [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)

## 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.
- [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.
- [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.
- [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.
- [Firmao](https://composio.dev/toolkits/firmao) - Firmao is a business information platform offering company, industry, and market data. Use it to quickly research firms and gain competitive market insights.
- [Folk](https://composio.dev/toolkits/folk) - Folk is a next-generation CRM that helps teams manage and nurture their relationships efficiently. It streamlines contact management, making team collaboration and outreach simple and organized.
- [Follow Up Boss](https://composio.dev/toolkits/follow_up_boss) - Follow Up Boss is a CRM designed for high-growth real estate teams. Centralize leads and follow-ups to drive smarter sales.
- [Forcemanager](https://composio.dev/toolkits/forcemanager) - Forcemanager is a mobile-first CRM built for sales teams, enabling real-time insights and customer management on the go. Boost team productivity and close more deals with smarter workflows and actionable data.

## 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 Claude Code?

Yes, you can. Claude Code 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.

---
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