Pipeline crm MCP for AI Agents

Securely connect your AI agents and chatbots (Claude, ChatGPT, Cursor, etc) with Pipeline crm MCP or direct API to manage leads, update deal stages, log sales activities, and automate CRM workflows through natural language.

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Api Key

Pipeline CRM is a sales-focused customer relationship management platform for teams. It helps track leads, manage deals, and streamline sales workflows for better productivity.

15 Tools

Try Pipeline crm now

Type what you want done — sign in and watch it run live in the Tool Router playground.

TOOL ROUTER PLAYGROUND
Pipeline crm
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TOOLS

Supported Tools

Every Pipeline crm action and event your agent gets out of the box.

Create Pipeline CRM Company

Creates a new company record in Pipeline CRM with contact details, address, and social media information.

Create Deal

Tool to create a new deal in Pipeline CRM.

Delete Company

Tool to delete a company by ID in Pipeline CRM.

Delete Deal

Tool to delete a deal by ID.

Delete calendar task

Tool to delete a calendar task by ID.

Get Company by ID

Retrieves comprehensive details for a specific company by ID from Pipeline CRM.

Get Deal by ID

Tool to retrieve details for a specific deal by ID in Pipeline CRM.

Get Deal Stage by ID

Tool to retrieve details for a specific stage by ID in Pipeline CRM.

Get calendar task by ID

Tool to retrieve details for a specific task by ID in Pipeline CRM.

List Companies

List companies in Pipeline CRM with optional filtering, sorting, and pagination.

List Leads

Tool to list leads in Pipeline CRM.

List Deal Stages

Tool to list deal stages.

List calendar tasks

Tool to list calendar tasks.

List Users

List users in Pipeline CRM account with optional pagination.

Update Company

Tool to update an existing company by ID in Pipeline CRM.

SETUP GUIDE

Connect Pipeline crm MCP Tool with your Agent

1

Install Composio

typescript
npm install @composio/core ai @ai-sdk/mcp @ai-sdk/openai
Install the Composio SDK and your agent framework
2

Create a session with MCP enabled

typescript
import { Composio } from "@composio/core";

const composio = new Composio();
const { mcp } = await composio.create("your-user-id", {
  toolkits: ["pipeline_crm"],
  mcp: true,
});
Create a session scoped to Pipeline crm and read its MCP URL and headers
3

Connect your agent to the MCP server

typescript
import { createMCPClient } from "@ai-sdk/mcp";
import { openai } from "@ai-sdk/openai";
import { generateText, stepCountIs } from "ai";

const client = await createMCPClient({
  transport: { type: "http", url: mcp.url, headers: mcp.headers },
});

const { text } = await generateText({
  model: openai("gpt-5.6-sol"),
  tools: await client.tools(),
  prompt: "List all deals closing this month in Pipeline crm",
  stopWhen: stepCountIs(10),
});

console.log(text);
await client.close();
Pass the session's MCP URL and headers to your agent and run a Pipeline crm request
SETUP GUIDE

Connect Pipeline crm API Tool with your Agent

1

Install Composio

typescript
npm install @composio/core @composio/openai openai
Install the Composio SDK, the OpenAI provider, and the OpenAI SDK
2

Create a Composio session

typescript
import OpenAI from "openai";
import { Composio } from "@composio/core";
import { OpenAIResponsesProvider } from "@composio/openai";

const composio = new Composio({ provider: new OpenAIResponsesProvider() });
const client = new OpenAI();

const session = await composio.create("your-user-id", { toolkits: ["pipeline_crm"] });
const tools = await session.tools();
Initialize Composio with the OpenAI Responses provider and create a session scoped to Pipeline crm
3

Run Pipeline crm tools with your agent

typescript
let response = await client.responses.create({
  model: "gpt-5.6-sol",
  tools,
  input: [{ role: "user", content: "List all deals closing this month in Pipeline crm" }],
});

while (response.output.some((o) => o.type === "function_call")) {
  const outputs = await composio.provider.handleToolCalls(session, response.output);
  response = await client.responses.create({
    model: "gpt-5.6-sol",
    tools,
    previous_response_id: response.id,
    input: outputs,
  });
}

console.log(response.output_text);
Send a request, execute the Pipeline crm tool calls through the session, and print the final answer

Why Use Composio?

AI Native Pipeline crm Integration

  • Supports both Pipeline crm MCP and direct API based integrations
  • Structured, LLM-friendly schemas for reliable tool execution
  • Rich coverage for reading, writing, and querying your Pipeline crm data

Managed Auth

  • Built-in API key handling for hassle-free, secure access
  • Central place to manage, scope, and revoke Pipeline crm access
  • Per user and per environment credentials instead of hard-coded keys

Agent Optimized Design

  • Tools are tuned using real error and success rates to improve reliability over time
  • Comprehensive execution logs so you always know what ran, when, and on whose behalf

Enterprise Grade Security

  • Fine-grained RBAC so you control which agents and users can access Pipeline crm
  • Scoped, least privilege access to Pipeline crm resources
  • Full audit trail of agent actions to support review and compliance
FAQ

Frequently asked questions

Yes, Pipeline crm requires you to configure your own API key credentials. Once set up, Composio handles secure credential storage and API request handling for you.

Yes! Composio's Tool Router enables agents to use multiple toolkits. Learn more.

Composio is SOC 2 and ISO 27001 compliant with all data encrypted in transit and at rest. Learn more.

Composio maintains and updates all toolkit integrations automatically, so your agents always work with the latest API versions.

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