io.usefulapi/pipeline-crm

up checked 2026-11-11T04:39:01.268Z

Unclaimed · Unverified

Agent searches it appeared in, last 30 days: 0. Run this server? Claim the listing: verified label, uptime alerts and analytics.

Publisher-provided title

Pipeline CRM MCP by usefulapi

Publisher-provided description

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

Summary by lookupd

Lets an agent read and update deals, people, companies, notes and calendar tasks in a Pipeline CRM account.

Install

Claude Code, remote (streamable-http)

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

Codex, remote (streamable-http)

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

Cursor, remote (streamable-http) → .cursor/mcp.json

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

Other clients: docs. Or tell your agent: Set up lookupd for me: read https://lookupd.com/agent.md and follow it.

Tools (30 tools)

Publisher-provided text

• pipelinecrm_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. GET /profile.
• pipelinecrm_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 r
• pipelinecrm_get_user One user of the account by id. The user's api_key is never returned. GET /users/{id}.
• pipelinecrm_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, co
• pipelinecrm_get_deal One deal by id with owner, company, people, stage, status, loss/won reasons, tags, custom fields and the next task. GET /deals/{id}.
• pipelinecrm_deal_totals_by_stage Count and total value of the deals visible to the user in every deal stage: the pipeline summary. GET /deals/totals_by_stage.
• pipelinecrm_list_deal_notes List the notes (activities) logged on one deal, with author, category and content. GET /deals/{id}/notes.
• pipelinecrm_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 co
• pipelinecrm_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
• 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 co
• pipelinecrm_get_person One person (lead or contact) by id with all contact details, company, owner, tags and custom fields. GET /people/{id}.
• pipelinecrm_list_person_deals List the deals one person is associated with. GET /people/{id}/deals.
• pipelinecrm_list_person_notes List the notes (activities) logged on one person. GET /people/{id}/notes.
• pipelinecrm_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. POST /people.
• pipelinecrm_update_person WRITE: change fields of a person; only the fields you pass change. Pass type Contact to convert a lead. PUT /people/{id}.
• pipelinecrm_list_companies List or search companies with address, website, phones, owner, tags and pipeline totals. GET /companies.
• pipelinecrm_get_company One company by id with address, phones, website, owner, tags and custom fields. GET /companies/{id}.
• pipelinecrm_list_company_people List the people (leads and contacts) who work at one company. GET /companies/{id}/people.
• pipelinecrm_create_company WRITE: create a company. POST /companies.
• pipelinecrm_update_company WRITE: change fields of a company; only the fields you pass change. PUT /companies/{id}.
• pipelinecrm_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 tex
• pipelinecrm_get_note One note (activity) by id with its content, author, category, associations and comments. GET /notes/{id}.
• pipelinecrm_add_note 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_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 complet
• pipelinecrm_get_calendar_entry One calendar entry (task or event) by id. GET /calendar_entries/{id}.
• pipelinecrm_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 compa
• pipelinecrm_update_calendar_entry 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_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. GET /admin/deal_stages.
• pipelinecrm_list_deal_pipelines List the deal pipelines (each has its own stages) with id, name and which one is the default. GET /admin/deal_pipelines.
• pipelinecrm_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, lea

Details

• Version: 1.24.3
• Transports: streamable-http
• Uptime (7 days): 100%
• Median latency: 624 ms
• First indexed: 2026-11-01T10:05:44.869Z
• Last seen in registry: 2026-11-11T00:17:31.378Z
• Repository: https://github.com/m190/usefulapi-mcp
• Website: https://usefulapi.io/pipeline-crm/

Badge for your README

Shows this live status and links here; updates hourly.

[![lookupd status](https://lookupd.com/badge/io.usefulapi/pipeline-crm.svg)](https://lookupd.com/servers/io.usefulapi/pipeline-crm)

• 62141 servers
• Last crawl: 2026-11-11T18:17:25.333Z
• API base: https://api.lookupd.com
• MCP URL: https://api.lookupd.com/mcp