Pipeline CRM MCP server

Manage Pipeline CRM deals, people, companies, notes and calendar entries. Hosted by usefulapi: connect it to Claude, ChatGPT, Cursor or any MCP client.

Connect Pipeline CRM50 free tool calls a month

What can I ask?

Turn on the Pipeline CRM connector, then ask in plain words. The AI picks the tools.

How many deals do I have in each stage and what is their total value?
Show my open deals expected to close this month.
Find the contact Jane Smith and show her notes.
Add a note to the Acme Ltd deal: sent the proposal today.

What you can do with Pipeline CRM in Claude and ChatGPT

For sales teams who track deals, people and companies in Pipeline CRM.

Summarize your pipeline by deal stage

The AI reads the count and total value of deals in every stage, and the stage and pipeline lists, so you get a clear pipeline summary.

Find open deals expected to close soon

The AI lists deals filtered by status, owner, stage, value range or expected close date, with value and probability, so you see what may close this month.

Find a contact and read their notes and deals

The AI searches people by name, email or company, then lists their notes and the deals they are linked to.

Create or update a deal, update a person, add a company

The AI creates a deal with owner, stage, value and expected close date, moves a deal to another stage, updates a person, or creates a company.

Changes data

Add notes, create tasks or events, or complete tasks

The AI adds a note to a deal, person or company, creates a task or event, or marks a task done.

Changes data

How do I connect Pipeline CRM?

Before you connect

The login page asks for your API token (or legacy api_key).

Optional: App key — only with a legacy api_key.

Create the token in Pipeline CRM under your profile → API tokens (an account admin may first need to grant you access). Choose Read only if you only need reports. With an older api_key (Admin → API Keys), also enter the app key from Admin → API Integrations; with an API token, leave the app key empty. Your credentials are used only to call the Pipeline CRM API on your behalf; they are never shown to anyone.

Claude claude.ai · Desktop

Open Customize → Connectors, then click + Add → Add custom connector.
Enter the name Pipeline CRM and this URL, then click Add:
https://pipeline-crm.usefulapi.io/mcp
Claude opens the login page: enter your API token (or legacy api_key).
In a chat, click + → Connectors and turn on Pipeline CRM.

Team and Enterprise: an Owner adds the connector for the organization first.

ChatGPT chatgpt.com

Open Plugins, click +, then Add custom MCP server.
Enter the name Pipeline CRM and this URL, choose OAuth as the authentication, confirm the warning and create it:
https://pipeline-crm.usefulapi.io/mcp
ChatGPT opens the login page: enter your API token (or legacy api_key).
In Plugins, install Pipeline CRM, then choose it in a chat.

No Add custom MCP server option? It depends on your account or workspace settings: see OpenAI's guide.

Claude Code

Run this command, then run /mcp in Claude Code to log in:

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

Cursor

Add to Cursor or add this to ~/.cursor/mcp.json:

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

VS Code

Add to VS Code or add this to .vscode/mcp.json:

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

Codex

Run these commands. The second one opens the login page:

codex mcp add pipeline-crm --url https://pipeline-crm.usefulapi.io/mcp

codex mcp login pipeline-crm

Other clients

Windsurf, Cline, Zed and other MCP clients: add this URL as a remote MCP server (Streamable HTTP). The client then opens the login page in your browser.

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

Add only the URL. Do not add an Authorization header or an API key to the client config. The server signs you in with OAuth: the login page asks for your API token (or legacy api_key). If the config has such a header, remove it: some clients then send that header instead of the login token, and every call fails with 401.

Pricing

Plan	Price	Limit
Free	$0	50 tool calls / month
Proper user	$9/mo · $90/yr	10,000 tool calls / month
Pro+per user	$39/mo · $390/yr	100,000 tool calls / month

Each paid plan covers this Pipeline CRM server only. Ask your AI to run pipelinecrm_upgrade and choose Pro or Pro+, billed monthly or yearly (it returns a Stripe Checkout link). If you already have Pro, ask to change it to Pro+. The change requires your confirmation, keeps your billing interval and charges the price difference for the rest of the period immediately. Cancel any time with pipelinecrm_cancel_subscription: your paid plan continues to the end of the paid period, with no refund for the current period, and asking to resume the same plan with pipelinecrm_upgrade before then undoes the cancel. Or write to support@usefulapi.io.

Tools 34

Show all 34 tools (the AI picks them for you)

Read only · 21

Get my profilepipelinecrm_get_profile
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.
List userspipelinecrm_list_users
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 userpipelinecrm_get_user
One user of the account by id. The user's api_key is never returned.
List dealspipelinecrm_list_deals
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.
Get dealpipelinecrm_get_deal
One deal by id with owner, company, people, stage, status, loss/won reasons, tags, custom fields and the next task.
Deal totals by stagepipelinecrm_deal_totals_by_stage
Count and total value of the deals visible to the user in every deal stage: the pipeline summary.
List notes on a dealpipelinecrm_list_deal_notes
List the notes (activities) logged on one deal, with author, category and content.
List people (leads and contacts)pipelinecrm_list_people
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 personpipelinecrm_get_person
One person (lead or contact) by id with all contact details, company, owner, tags and custom fields.
List deals of a personpipelinecrm_list_person_deals
List the deals one person is associated with.
List notes on a personpipelinecrm_list_person_notes
List the notes (activities) logged on one person.
List companiespipelinecrm_list_companies
List or search companies with address, website, phones, owner, tags and pipeline totals.
Get companypipelinecrm_get_company
One company by id with address, phones, website, owner, tags and custom fields.
List people at a companypipelinecrm_list_company_people
List the people (leads and contacts) who work at one company.
List notespipelinecrm_list_notes
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 notepipelinecrm_get_note
One note (activity) by id with its content, author, category, associations and comments.
List tasks and eventspipelinecrm_list_calendar_entries
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 task or eventpipelinecrm_get_calendar_entry
One calendar entry (task or event) by id.
List deal stagespipelinecrm_list_deal_stages
List the deal stages with id, name, default win probability and the pipeline each belongs to. Use the ids to filter or move deals.
List deal pipelinespipelinecrm_list_deal_pipelines
List the deal pipelines (each has its own stages) with id, name and which one is the default.
List lookup valuespipelinecrm_list_lookup
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.

Changes data · 9

Create dealpipelinecrm_create_deal
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.
Update dealpipelinecrm_update_deal
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.
Create personpipelinecrm_create_person
WRITE: create a lead or contact. Pass at least a first or last name or an email. No email is sent to the owner.
Update personpipelinecrm_update_person
WRITE: change fields of a person; only the fields you pass change. Pass type Contact to convert a lead.
Create companypipelinecrm_create_company
WRITE: create a company.
Update companypipelinecrm_update_company
WRITE: change fields of a company; only the fields you pass change.
Add notepipelinecrm_add_note
WRITE: log a note (activity) on a deal, person or company. Pass at least one of deal_id, person_id, company_id.
Create task or eventpipelinecrm_create_calendar_entry
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.
Update task or eventpipelinecrm_update_calendar_entry
WRITE: change a task or event; only the fields you pass change. Pass complete: true to mark a task done.

Your usefulapi plan · 4

Usage status (free-tier meter)pipelinecrm_usage_status
Report the caller's current usage: the plan, calls used this month, the limit of the plan (the free monthly cap or the Pro fair use limit), remaining, and whether the limit is reached. Read-only; does not count against the meter.
Request a missing featurepipelinecrm_request_feature
Tell usefulapi that the user needs something the Pipeline CRM tools cannot do yet (a missing tool, field or filter). Call it only when the user asks for something none of the tools can do, and tell the user that you send the request. Do not call it for errors or for normal requests. Do not include personal data, credentials or customer records. Stored with the product name and the client type (for example Claude or Cursor), without the user's account. At most 5 requests per day. Does not count against the meter.
Upgrade to Pro or Pro+pipelinecrm_upgrade
Get a paid plan for Pipeline CRM (the free tier caps monthly usage). Pro: 10,000 tool calls a month, for normal use — plan "monthly" ($9/month) or "yearly" ($90/year, 2 months free). Pro+: 100,000 tool calls a month, for automations and heavy use — plan "plus" ($39/month) or "plus_yearly" ($390/year). Without a plan it returns both Pro and Pro+, each with a payment link, for the user to choose; with a plan, one link. An existing Pro subscription changes to Pro+ in place: call without confirm first, as the reply states the exact charge for this account (the price difference for the rest of the period, or in a free Pro trial the full Pro+ price, as the trial ends); then call with confirm: true. Cancel any time: the plan then runs to the end of the paid period, so it also suits a one-time job. A link opens Stripe Checkout in the browser; after payment the account upgrades automatically. Does not count against the meter.
Cancel the Pro subscriptionpipelinecrm_cancel_subscription
Cancel the caller's Pipeline CRM Pro subscription at the end of the paid period (no refund for the current period; Pro continues until then, then the free tier applies). Requires confirm: true. Run pipelinecrm_upgrade later to undo the cancel before the period ends. Does not count against the meter.

FAQ

What can I do with Pipeline CRM in Claude or ChatGPT?

Summarize your pipeline by deal stage. Find open deals expected to close soon. Find a contact and read their notes and deals. Create or update a deal, update a person, add a company. Add notes, create tasks or events, or complete tasks. See what you can do for the details.

Is this an official Pipeline CRM product?

No. usefulapi is an independent service. It is not affiliated with or endorsed by Pipeline CRM. The server calls the Pipeline CRM API with your own Pipeline CRM access, so it sees only the data that your account can see.

Can I connect Pipeline CRM to Claude or ChatGPT?

Yes. In Claude, add this server's URL as a custom connector. In ChatGPT, add it as a custom MCP server in Plugins. Then log in once. Cursor, VS Code, Claude Code and Codex work too. See the setup steps.

What do I need to connect?

The login page asks for your API token (or legacy api_key). See Before you connect for where to find it.

Do I put my Pipeline CRM key or an Authorization header in the client config?

No. Add only the URL. Do not add an Authorization header or an API key to the client config. The server signs you in with OAuth: the login page asks for your API token (or legacy api_key). If the config has such a header, remove it: some clients then send that header instead of the login token, and every call fails with 401.

How do you keep my Pipeline CRM credentials?

The login stores them encrypted in the authorization grant of your connection. The server uses them to call the Pipeline CRM API for you and to derive a private account id for usage metering. usefulapi does not show them on any page or in any reply. To stop all access, remove the connector and change or delete these credentials in Pipeline CRM.

Can the AI change my Pipeline CRM data?

Yes, if you approve it. 9 of the 30 Pipeline CRM tools can create or change data. The other 21 are marked read-only. Most MCP clients ask you to approve a tool call before it runs.

What does it cost?

The Free plan gives 50 tool calls / month. Pro costs $9/mo or $90/yr, with 10,000 tool calls / month. Pro+ costs $39/mo or $390/yr, with 100,000 tool calls / month. Each subscription covers this Pipeline CRM server only. Cancel any time: your paid plan then runs to the end of the paid period. Run pipelinecrm_usage_status to see how many calls you used.

How do I subscribe or cancel?

Ask the AI to run pipelinecrm_upgrade and choose Pro or Pro+, billed monthly or yearly: it returns a Stripe Checkout link. If you already have Pro, ask to change it to Pro+. After you confirm, your existing subscription changes in place, keeps its billing interval and charges the price difference for the rest of the period immediately. To cancel, run pipelinecrm_cancel_subscription. Your paid plan continues to the end of the paid period.

What if a Pipeline CRM tool that I need is missing?

Tell the AI what you wanted to do. It can send the request with pipelinecrm_request_feature. We store the text with the server name, the type of AI client and the tool you tried, not with your account, and read every request when we plan new tools. You can send up to 5 requests per day.

Which AI clients can I use?

Any client that supports remote MCP servers (Streamable HTTP) with OAuth login: Claude (web and desktop), Claude Code, ChatGPT, Codex, Cursor, VS Code, Windsurf and others.

This is a Model Context Protocol endpoint — meant to be connected from an AI client, not opened in a browser. An invalid_token response at the URL is the auth gate working as designed; clients authenticate automatically.

Need a tool this server does not have, or a connection to another system? We build custom integrations and MCP servers.

More CRM & Sales MCP servers

All CRM & Sales servers →