# How to integrate Pipeline crm MCP with Codex ```json { "title": "How to integrate Pipeline crm MCP with Codex", "toolkit": "Pipeline crm", "toolkit_slug": "pipeline_crm", "framework": "Codex", "framework_slug": "codex", "url": "https://composio.dev/toolkits/pipeline_crm/framework/codex", "markdown_url": "https://composio.dev/toolkits/pipeline_crm/framework/codex.md", "updated_at": "2026-05-12T10:22:07.384Z" } ``` ## Introduction Codex is one of the most popular coding harnesses out there. And MCP makes the experience even better. With Pipeline crm MCP integration, you can draft, triage, summarise emails, and much more, all without leaving the terminal or the app, whichever you prefer. ## 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) - [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 ### Why use Composio? Apart from a managed and hosted MCP server, you will get: - CodeAct: A dedicated workbench that allows GPT to write its code to handle complex tool chaining. Reduces to-and-fro with LLMs for frequent tool calling. - Large tool responses: Handle them to minimise 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 GPTs aren't overwhelmed by tools you don't need. ## Connect Pipeline crm to Codex ### How to install Pipeline crm MCP in Codex ### Run the setup command Run this command in your terminal to add the Composio MCP server to Codex. ```bash codex mcp add composio --url https://connect.composio.dev/mcp ``` ## 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 provides comprehensive access to Pipeline crm operations through Composio. Once connected, you can perform all major Pipeline crm actions directly from Codex using natural language commands. ## Complete Code None listed. ## Conclusion ### Conclusion You've successfully integrated Pipeline crm with Codex using Composio's MCP server. Now you can interact with Pipeline crm directly from your terminal, VS Code, or the Codex App using natural language commands. Key benefits of this setup: - Seamless integration across CLI, VS Code, and standalone app - Natural language commands for Pipeline crm operations - Managed authentication through Composio - Access to 20,000+ tools across 1000+ apps for cross-app workflows - CodeAct workbench for complex tool chaining Next steps: - Try asking Codex to perform various Pipeline crm operations - Explore cross-app workflows by connecting more toolkits - Build automation scripts that leverage Codex's AI 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 Code](https://composio.dev/toolkits/pipeline_crm/framework/claude-code) - [Claude Cowork](https://composio.dev/toolkits/pipeline_crm/framework/claude-cowork) - [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. - [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 ### 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 Codex? Yes, you can. Codex 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)