Pipeline CRM MCP by usefulapi

io.usefulapiv1.0.0Updated Oct 11, 2026

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

VerifiedStreamable HTTPWeb executableBusiness & CommerceProductivity & Workflow

Overview

AI-generated overview

Lets an assistant read and update Pipeline CRM deals, people, companies, notes, and calendar entries through a hosted remote endpoint.

What it does
Connects an MCP client to a hosted Pipeline CRM integration. Read tools list and fetch deals, people, companies, notes, calendar entries, users, deal stages, pipelines, and lookup values, plus deal totals by stage. Write tools create and update deals, people, companies, notes, and calendar entries. Meta tools report usage, request features, and manage a Pro subscription.
When to use it
Useful when a team already works in Pipeline CRM and wants an assistant to look up pipeline data, summarize deals, or draft and apply record updates without leaving the chat client. It is a hosted service, so it suits users who prefer no local install.
Requirements
A remote MCP client that supports streamable HTTP. No local runtime or package install. Sign-in is by OAuth through the server's login page, which asks for Pipeline CRM credentials; the client config should contain only the endpoint URL, with no Authorization header or API key.
Before you install
Write tools create and update CRM records, so clients should confirm them before they run. The OAuth login page collects Pipeline CRM credentials. Meta tools can start a paid Pro subscription through a Stripe Checkout link and can cancel it; cancellation gives no refund for the current period. The free tier is limited to 100 tool calls per month.

Installation

In SourceWeft

  1. Open Pipeline CRM MCP by usefulapi in the dashboard and add it to a workspace.
  2. Enable the server for the chats that should use its tools.

Web executable via Streamable HTTP. Remote servers run from the web runtime once configured in a workspace.

Other MCP clients

Add this to your client's mcpServers config.

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

README

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:
json
{  "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

ToolTypeWhat it does
pipelinecrm_get_profilereadGet my profile
pipelinecrm_list_usersreadList users
pipelinecrm_get_userreadGet user
pipelinecrm_list_dealsreadList deals
pipelinecrm_get_dealreadGet deal
pipelinecrm_deal_totals_by_stagereadDeal totals by stage
pipelinecrm_list_deal_notesreadList notes on a deal
pipelinecrm_create_dealwriteCreate deal
pipelinecrm_update_dealwriteUpdate deal
pipelinecrm_list_peoplereadList people (leads and contacts)
pipelinecrm_get_personreadGet person
pipelinecrm_list_person_dealsreadList deals of a person
pipelinecrm_list_person_notesreadList notes on a person
pipelinecrm_create_personwriteCreate person
pipelinecrm_update_personwriteUpdate person
pipelinecrm_list_companiesreadList companies
pipelinecrm_get_companyreadGet company
pipelinecrm_list_company_peoplereadList people at a company
pipelinecrm_create_companywriteCreate company
pipelinecrm_update_companywriteUpdate company
pipelinecrm_list_notesreadList notes
pipelinecrm_get_notereadGet note
pipelinecrm_add_notewriteAdd note
pipelinecrm_list_calendar_entriesreadList tasks and events
pipelinecrm_get_calendar_entryreadGet task or event
pipelinecrm_create_calendar_entrywriteCreate task or event
pipelinecrm_update_calendar_entrywriteUpdate task or event
pipelinecrm_list_deal_stagesreadList deal stages
pipelinecrm_list_deal_pipelinesreadList deal pipelines
pipelinecrm_list_lookupreadList lookup values
pipelinecrm_usage_statusmetaUsage status (free-tier meter)
pipelinecrm_request_featuremetaRequest a missing feature
pipelinecrm_upgrademetaUpgrade to Pro (unlimited)
pipelinecrm_cancel_subscriptionmetaCancel 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

PlanPriceLimit
Free$0100 tool calls / month
Pro (per user)$9/mo or $90/yr (2 months free)Unlimited

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.

Source: servers/pipeline-crm/README.md at commit 56eecbb

Tools

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Version history

1
  1. v1.0.0LatestOct 10, 2026