MCP server

Pipeline CRM MCP by usefulapi

io.usefulapi/pipeline-crm

Checked 26 Oct 2026, 08:29 UTC · Connected to it and listed its tools

Manage Pipeline CRM deals, people, companies, notes and calendar entries.

Website Source

At a glance

Type

MCP server

Publisher

usefulapi.io (verified by the MCP Registry)

Status

Working at last check

Tools

30

Token cost

About 10,776 tokens per request

Sets up in

Claude Code, Claude Desktop, Codex, Gemini CLI, Cursor, VS Code, Antigravity, ChatGPT, OpenAI API, Grok

Last checked

26 Oct 2026, 08:29 UTC

Connect it to your agent

Add to CursorAdd to VS CodeVS Code Insiders

Opens the app, which shows the server and asks you to confirm. For other apps, copy the setup below.

Claude Code

claude mcp add --transport http pipeline-crm https://pipeline-crm.usefulapi.io/mcp

Claude Desktop

Settings → Connectors → Add custom connector, and paste the URL.

Codex (config.toml)

[mcp_servers.pipeline-crm]
url = "https://pipeline-crm.usefulapi.io/mcp"

Gemini CLI

{"mcpServers":{"pipeline-crm":{"httpUrl":"https://pipeline-crm.usefulapi.io/mcp"}}}

Cursor

{"mcpServers":{"pipeline-crm":{"url":"https://pipeline-crm.usefulapi.io/mcp"}}}

VS Code

{"servers":{"pipeline-crm":{"type":"http","url":"https://pipeline-crm.usefulapi.io/mcp"}}}

Antigravity

agy mcp add pipeline-crm https://pipeline-crm.usefulapi.io/mcp

ChatGPT

Settings → Apps & Connectors → Advanced settings: turn on Developer mode, then Create a connector and paste the URL. Which plans can do this varies.

OpenAI API (Responses tools)

{"type":"mcp","server_label":"pipeline-crm","server_url":"https://pipeline-crm.usefulapi.io/mcp","require_approval":"always"}

Grok (xAI API tools)

{"type":"mcp","server_label":"pipeline-crm","server_url":"https://pipeline-crm.usefulapi.io/mcp"}

Tools

• pipelinecrm_add_note ~290 tokens
  WRITE: log a note (activity) on a deal, person or company. Pass at least one of deal_id, person_id, company_id. POST /notes.
• pipelinecrm_create_calendar_entry ~448 tokens
  WRITE: create a task (CalendarTask, optional due date) or an event (CalendarEvent, start_time and end_time required), optionally tied to a deal, person or company. POST /calendar_entries.
• pipelinecrm_create_company ~544 tokens
  WRITE: create a company. POST /companies.
• pipelinecrm_create_deal ~717 tokens
  WRITE: create a deal. Give the owner (user id), stage id, value, expected close date and company or primary contact when known; a new company is created from company_name if no company_id is given. No email is sent to the owner. POST /deals.
• pipelinecrm_create_person ~636 tokens
  WRITE: create a lead or contact. Pass at least a first or last name or an email. No email is sent to the owner. POST /people.
• pipelinecrm_deal_totals_by_stage ~84 tokens
  Count and total value of the deals visible to the user in every deal stage: the pipeline summary. GET /deals/totals_by_stage.
• pipelinecrm_get_calendar_entry ~115 tokens
  One calendar entry (task or event) by id. GET /calendar_entries/{id}.
• pipelinecrm_get_company ~116 tokens
  One company by id with address, phones, website, owner, tags and custom fields. GET /companies/{id}.
• pipelinecrm_get_deal ~121 tokens
  One deal by id with owner, company, people, stage, status, loss/won reasons, tags, custom fields and the next task. GET /deals/{id}.
• pipelinecrm_get_note ~114 tokens
  One note (activity) by id with its content, author, category, associations and comments. GET /notes/{id}.
• pipelinecrm_get_person ~120 tokens
  One person (lead or contact) by id with all contact details, company, owner, tags and custom fields. GET /people/{id}.
• pipelinecrm_get_profile ~87 tokens
  The Pipeline CRM user this credential acts as: id, name and whether they are an account admin. The user's api_key is never returned. GET /profile.
• pipelinecrm_get_user ~108 tokens
  One user of the account by id. The user's api_key is never returned. GET /users/{id}.
• pipelinecrm_list_calendar_entries ~364 tokens
  List calendar entries: tasks (a due date) and events (a start and end time) tied to deals, people or companies. Filter by kind, owner, a date range, and completed, incomplete or late. GET /calendar_entries.
• pipelinecrm_list_companies ~549 tokens
  List or search companies with address, website, phones, owner, tags and pipeline totals. GET /companies.
• pipelinecrm_list_company_people ~192 tokens
  List the people (leads and contacts) who work at one company. GET /companies/{id}/people.
• pipelinecrm_list_deal_notes ~192 tokens
  List the notes (activities) logged on one deal, with author, category and content. GET /deals/{id}/notes.
• pipelinecrm_list_deal_pipelines ~158 tokens
  List the deal pipelines (each has its own stages) with id, name and which one is the default. GET /admin/deal_pipelines.
• pipelinecrm_list_deal_stages ~167 tokens
  List the deal stages with id, name, default win probability and the pipeline each belongs to. Use the ids to filter or move deals. GET /admin/deal_stages.
• pipelinecrm_list_deals ~952 tokens
  List or search deals with stage, owner, company, primary contact, value, probability and expected close date. Filter by name, stage, pipeline, status, owner, company, contact, archived flag, value range and created, expected-close, closed or modified dates. Money values come back as decimal strings.
• pipelinecrm_list_lookup ~292 tokens
  List one set of account lookup values to get ids for filters and writes. kind: deal_statuses, deal_loss_reasons, deal_won_reasons, deal_tags, lead_statuses, lead_sources, contact_tags, company_tags, note_categories, event_categories, task_priorities, task_statuses, teams. GET /admin/<kind>.
• pipelinecrm_list_notes ~562 tokens
  List notes (called activities in the Pipeline CRM app) attached to a deal, person or company. Pass at least one of deal_id, person_id, company_id. Filter by text, category, author and created date. GET /notes.
• pipelinecrm_list_people ~746 tokens
  List or search people (leads and contacts) with email, phones, position, company, owner, lead status and tags. Use search for a quick match on name, email or company name, or filter precisely. GET /people.
• pipelinecrm_list_person_deals ~184 tokens
  List the deals one person is associated with. GET /people/{id}/deals.
• pipelinecrm_list_person_notes ~186 tokens
  List the notes (activities) logged on one person. GET /people/{id}/notes.
• pipelinecrm_list_users ~229 tokens
  List the users of the Pipeline CRM account (id, name, email, team, admin flag). Use the ids as owners of deals, people and companies. api_key values are never returned. GET /users.
• pipelinecrm_update_calendar_entry ~319 tokens
  WRITE: change a task or event; only the fields you pass change. Pass complete: true to mark a task done. PUT /calendar_entries/{id}.
• pipelinecrm_update_company ~595 tokens
  WRITE: change fields of a company; only the fields you pass change. PUT /companies/{id}.
• pipelinecrm_update_deal ~915 tokens
  WRITE: change fields of a deal; only the fields you pass change. Move it to another stage with stage_id. Setting probability to 100 or 0 closes the deal as won or lost; give won/loss reason ids when you do. Archive with archived: true. No email is sent to a new owner. PUT /deals/{id}.
• pipelinecrm_update_person ~674 tokens
  WRITE: change fields of a person; only the fields you pass change. Pass type Contact to convert a lead. PUT /people/{id}.

Browse

• Email
• Calendars
• CRM

Related MCP servers

• Teamgate MCP by usefulapi
  Manage Teamgate CRM leads, people, companies, deals, activities and notes.
• CentralStationCRM MCP by usefulapi
  Read CentralStationCRM people, companies, deals, tasks; create and update people, companies, deals.
• Freshsales MCP by usefulapi
  Manage Freshsales contacts, accounts, deals, tasks and appointments; add notes.
• Follow Up Boss MCP by usefulapi
  Search Follow Up Boss leads, review calls and deals, and add notes, tasks and deal updates.
• Obriym CRM
  Operate Obriym CRM from your AI assistant: leads, deals, orders, catalog, stock, marketplaces.
• Less Annoying CRM MCP by usefulapi
  Read and write Less Annoying CRM contacts, notes, tasks, events, pipelines and groups.
• Teamleader Focus MCP by usefulapi
  Read Teamleader Focus contacts, companies, deals, invoices, projects; create deals, tasks.
• Cogmento MCP by usefulapi
  Read Cogmento CRM contacts, companies, deals, tasks and cases; create records and complete tasks.

Badge for your README

[![AptLynx](https://aptlynx.net/badge/io.usefulapi/pipeline-crm.svg)](https://aptlynx.net/servers/io.usefulapi/pipeline-crm)

Listing text is written by the maker; AptLynx lists tools and does not vouch for them. Find another tool · Browse by topic · For agents