Pipeline CRM MCP by usefulapi

io.usefulapiv1.0.0更新於 Oct 11, 2026

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

已驗證Streamable HTTP可網頁執行Business & CommerceProductivity & Workflow

概覽

AI 產生的概覽

讓助理透過託管遠端端點讀取與更新 Pipeline CRM 的商機、聯絡人、公司、備註和行事曆項目。

功能
將 MCP 用戶端連接到託管的 Pipeline CRM 整合。讀取類工具可列出與取得商機、聯絡人、公司、備註、行事曆項目、使用者、商機階段、銷售流程和查閱值，以及依階段統計的商機總額。寫入類工具可建立與更新商機、聯絡人、公司、備註和行事曆項目。中繼工具用於回報用量、請求功能和管理 Pro 訂閱。
適用情境
適合已在 Pipeline CRM 中作業的團隊，希望助理在不離開聊天用戶端的情況下查詢銷售管道資料、彙整商機，或草擬並套用記錄更新。它是託管服務，適合不想在本機安裝的使用者。
執行需求
支援 streamable HTTP 的遠端 MCP 用戶端。不需要本機執行環境或安裝套件。透過伺服器登入頁面進行 OAuth 登入，該頁面會要求填寫 Pipeline CRM 認證資訊；用戶端設定中只應包含端點 URL，不要加入 Authorization 標頭或 API 金鑰。
安裝前請注意
寫入類工具會建立與更新 CRM 記錄，用戶端應在執行前確認。OAuth 登入頁面會收集 Pipeline CRM 認證資訊。中繼工具可透過 Stripe Checkout 連結開通付費 Pro 訂閱，也可取消訂閱；取消後目前週期不予退款。免費方案每月限 100 次工具呼叫。

安裝

在 SourceWeft 中

  1. 開啟 儀表板中的 Pipeline CRM MCP by usefulapi，將其新增到工作區。
  2. 為需要使用其工具的對話啟用該服務。

Web executable，透過 Streamable HTTP。 遠端服務在工作區中設定後即可從網頁執行環境執行。

其他 MCP 客戶端

把它新增到你客戶端的 mcpServers 設定中。

{
  "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.

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

工具

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版本歷史

1
  1. v1.0.0最新Oct 10, 2026