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Pipeline MCP integration

Pipeline

Pipeline is the first sales productivity platform to combine sales engagement and Customer Relationship Management (CRM) in one easy-to-use application. We make your sales process as organized and efficient as possible. Email your contacts, qualify leads, and get organized so you can spend more time closing! Over 17,000 salespeople use Pipeline to manage their sales.

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Tools
22
Last update
1 week ago

Category

Productivity

Works with

WhatsAppFacebookInstagramWeb

AI Compatible

ChatGPTClaudeGemini

Tools

Create Activity

Creates a new activity associated with an existing person, company, or deal. See the docs here/paths/~1notes/post)

Create Company

Creates a new company in your Pipeline account. See the docs here

Create Deal

Creates a new deal in your Pipeline account. See the docs here

Create Event

Creates a new calendar event in your Pipeline account. See the docs here/paths/~1calendar_entries/post)

Create Person

Creates a new person in your Pipeline account. See the docs here

Create Task

Creates a new calendar task in your Pipeline account. See the docs here/paths/~1calendar_entries/post) Return only the translated text without explanations.

Find Company

Find an existing company in your Pipeline account. See the docs here

Find Deal

Find an existing deal in your Pipeline account. See the docs here Return only the translated text without explanations.

Find Person

Find an existing person in your Pipeline account. See the docs here Return only the translated text without explanations.

Find User

Find an existing user on your Pipeline account. See the docs here

List Company ID Options

Retrieves available options for the Company ID field.

List Deal ID Options

Retrieves available options for the Deal ID field.

List Deal Stage ID Options

Retrieves available options for the Deal Stage ID field.

List Deal Status ID Options

Retrieves available options for the Deal Status ID field.

List Event Category ID Options

Retrieves available options for the Event Category ID field.

List Note Category ID Options

Retrieves available options for the Note Category ID field.

List Person ID Options

Retrieves available options for the Person ID field.

List User ID Options

Retrieves available options for the User ID field.

Move Deal Stage

Moves a deal to another stage Pipeline account. See the docs here

Update Company

Updates a company in your Pipeline account. See the docs here Return only the translated text without explanations.

Update Deal

Updates a deal in your Pipeline account. See the docs here Return only the translated text without explanations.

Update Person

Updates a person in your Pipeline account. See the docs here