Pipeline MCP Server | Pipedream

Pipeline MCP Server

Pipeline is the first sales productivity platform to combine sales engagement and Customer Relationship Management (CRM) in one easy-to-use application. We make your sales process as organized and efficient as possible. Email your contacts, qualify leads, and get organized so you can spend more time closing! Over 17,000 salespeople use Pipeline to manage their sales.

Productivity

Getting started

Configure and install the MCP server for your preferred client

Configuration

Client-specific instructions

Follow the instructions below for your specific MCP client

Navigate to Settings, then Cursor Settings
Select MCP on the left
Click Add new global MCP server at the top right
Copy and paste the server config to your existing file, then save

Available tools

Add all 14 actions as tools in your MCP client

Create Activity

Creates a new activity associated with an existing person, company, or deal. See the docs here

Create Company

Creates a new company in your Pipeline account. See the docs here

Create Deal

Creates a new deal in your Pipeline account. See the docs here

Create Event

Creates a new calendar event in your Pipeline account. See the docs here

Create Person

Creates a new person in your Pipeline account. See the docs here

Create Task

Creates a new calendar task in your Pipeline account. See the docs here

Find Person

Find an existing person in your Pipeline account. See the docs here

Find User

Find an existing user on your Pipeline account. See the docs here

Move Deal Stage

Moves a deal to another stage Pipeline account. See the docs here

Update Company

Updates a company in your Pipeline account. See the docs here

Update Deal

Updates a deal in your Pipeline account. See the docs here

Update Person

Updates a person in your Pipeline account. See the docs here

Find Company

Find an existing company in your Pipeline account. See the docs here

Find Deal

Find an existing deal in your Pipeline account. See the docs here

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