Pipeline CRM MCP by usefulapi

io.usefulapiv1.0.0更新于 Oct 11, 2026

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

已验证Streamable HTTP可网页运行Business & CommerceProductivity & Workflow

概览

AI 生成的概览

让助手通过托管远程端点读取和更新 Pipeline CRM 的商机、联系人、公司、备注和日历条目。

功能
将 MCP 客户端连接到托管的 Pipeline CRM 集成。读取类工具可列出和获取商机、联系人、公司、备注、日历条目、用户、商机阶段、销售流程和查找值，以及按阶段统计的商机总额。写入类工具可创建和更新商机、联系人、公司、备注和日历条目。元工具用于报告用量、请求功能和管理 Pro 订阅。
适用场景
适合已在 Pipeline CRM 中开展工作的团队，希望助手在不离开聊天客户端的情况下查询销售管道数据、汇总商机，或起草并应用记录更新。它是托管服务，适合不想本地安装的用户。
运行要求
支持 streamable HTTP 的远程 MCP 客户端。无需本地运行时或安装包。通过服务器登录页进行 OAuth 登录，该页面会要求填写 Pipeline CRM 凭据；客户端配置中只应包含端点 URL，不要添加 Authorization 头或 API 密钥。
安装前请注意
写入类工具会创建和更新 CRM 记录，客户端应在执行前确认。OAuth 登录页会收集 Pipeline CRM 凭据。元工具可通过 Stripe Checkout 链接开通付费 Pro 订阅，也可取消订阅；取消后当前周期不予退款。免费套餐每月限 100 次工具调用。

安装

在 SourceWeft 中

  1. 打开 控制台中的 Pipeline CRM MCP by usefulapi，将其添加到工作区。
  2. 为需要使用其工具的对话启用该服务。

Web executable，通过 Streamable HTTP。 远程服务在工作区中配置后即可从网页运行时运行。

其他 MCP 客户端

把它添加到你客户端的 mcpServers 配置中。

{
  "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.

来源：servers/pipeline-crm/README.md，提交 56eecbb

工具

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版本历史

1
  1. v1.0.0最新Oct 10, 2026