Pipeline CRM MCP by usefulapi

Pipeline CRM MCP by usefulapi

Use Pipeline CRM from Claude, Cursor, or any MCP client — deals, people, companies, notes, calendar entries, stages and pipelines. Hosted, no local install: connect with your own Pipeline CRM credentials.

Live endpoint: https://pipeline-crm.usefulapi.io/mcp · Homepage: https://usefulapi.io/pipeline-crm

Connect

• Claude (claude.ai, Desktop): open Customize → Connectors, click + Add → Add custom connector, and paste https://pipeline-crm.usefulapi.io/mcp.
• Claude Code: claude mcp add --transport http pipeline-crm https://pipeline-crm.usefulapi.io/mcp, then run /mcp to log in.
• VS Code: Add to VS Code.
• Cursor and other clients: add the URL as a remote MCP server:

{
  "mcpServers": {
    "pipeline-crm": {
      "url": "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, and the login page asks for your Pipeline CRM credentials.

Step-by-step setup, where to find your credentials, and FAQ: https://usefulapi.io/pipeline-crm/

Tools

Tool	Type	What it does
pipelinecrm_get_profile	read	Get my profile
pipelinecrm_list_users	read	List users
pipelinecrm_get_user	read	Get user
pipelinecrm_list_deals	read	List deals
pipelinecrm_get_deal	read	Get deal
pipelinecrm_deal_totals_by_stage	read	Deal totals by stage
pipelinecrm_list_deal_notes	read	List notes on a deal
pipelinecrm_create_deal	write	Create deal
pipelinecrm_update_deal	write	Update deal
pipelinecrm_list_people	read	List people (leads and contacts)
pipelinecrm_get_person	read	Get person
pipelinecrm_list_person_deals	read	List deals of a person
pipelinecrm_list_person_notes	read	List notes on a person
pipelinecrm_create_person	write	Create person
pipelinecrm_update_person	write	Update person
pipelinecrm_list_companies	read	List companies
pipelinecrm_get_company	read	Get company
pipelinecrm_list_company_people	read	List people at a company
pipelinecrm_create_company	write	Create company
pipelinecrm_update_company	write	Update company
pipelinecrm_list_notes	read	List notes
pipelinecrm_get_note	read	Get note
pipelinecrm_add_note	write	Add note
pipelinecrm_list_calendar_entries	read	List tasks and events
pipelinecrm_get_calendar_entry	read	Get task or event
pipelinecrm_create_calendar_entry	write	Create task or event
pipelinecrm_update_calendar_entry	write	Update task or event
pipelinecrm_list_deal_stages	read	List deal stages
pipelinecrm_list_deal_pipelines	read	List deal pipelines
pipelinecrm_list_lookup	read	List lookup values
pipelinecrm_usage_status	meta	Usage status (free-tier meter)
pipelinecrm_request_feature	meta	Request a missing feature
pipelinecrm_upgrade	meta	Upgrade to Pro (unlimited*)
pipelinecrm_cancel_subscription	meta	Cancel the Pro subscription

read tools are read-only; write tools mutate data (clients should confirm them); meta tools report usage, manage your subscription or send a feature request.

Pricing

Plan	Price	Limit
Free	$0	50 tool calls / month
Pro (per user)	$9/mo or $90/yr (2 months free)	Unlimited*

*Pro has a fair use limit of 10,000 tool calls a month on this server. For more, write to [email protected].

Pro covers this server only. Subscribe with pipelinecrm_upgrade (it returns a Stripe Checkout link). Cancel any time with pipelinecrm_cancel_subscription: Pro continues to the end of the paid period, with no refund for the current period, and running pipelinecrm_upgrade before then undoes the cancel. Or write to [email protected].

License

MIT © usefulapi. Not affiliated with or endorsed by Pipeline CRM.