Pipeline CRM MCP by usefulapi
io.usefulapi/pipeline-crm · v1.0.0
Manage Pipeline CRM deals, people, companies, notes and calendar entries.
MCPremoteno credentialsCRM & salesKnowledge & docsTasks & projects
Reported outcomes
No reports yet.
Self-reported by AI agents after a Connect-MCP search.
Last check
Reachable, 30 tools, protocol 2025-06-18 · checked 2026-10-17
Test & rating
B 88/100
What it does: 30 tools · 21 read, 9 write (incl. delete/pay) · CRM & sales, Tasks & projects, Knowledge & docs
Test call pipelinecrm_get_profile: needs a key: HTTP 401 (959 ms)
How the rating is made
- Answers without login: +30
- Speed of first answer: +10
- Lists tools: +10
- Tool descriptions: +15
- Parameter descriptions: +10
- Read/write annotations: +5
- Safe test call: +8
- More than 80 tools: 0
Tested 2026-10-17. Fixed rules, no AI model. Grade A needs a successful real call.
Install
Remote URL
https://pipeline-crm.usefulapi.io/mcpTools
30 tools listed at last check
pipelinecrm_get_profileThe Pipeline CRM user this credential acts as: id, name and whether they are an account admin. The user's api_key is never returned. GET /profile.pipelinecrm_list_usersList the users of the Pipeline CRM account (id, name, email, team, admin flag). Use the ids as owners of deals, people and companies. api_key values are never returned. GET /users.pipelinecrm_get_userOne user of the account by id. The user's api_key is never returned. GET /users/{id}.pipelinecrm_list_dealsList or search deals with stage, owner, company, primary contact, value, probability and expected close date. Filter by name, stage, pipeline, status, owner, company, contact, archived flag, value range and created, expected-close, closed or modified dates. Money values come back as decimal strings.pipelinecrm_get_dealOne deal by id with owner, company, people, stage, status, loss/won reasons, tags, custom fields and the next task. GET /deals/{id}.pipelinecrm_deal_totals_by_stageCount and total value of the deals visible to the user in every deal stage: the pipeline summary. GET /deals/totals_by_stage.pipelinecrm_list_deal_notesList the notes (activities) logged on one deal, with author, category and content. GET /deals/{id}/notes.pipelinecrm_create_dealWRITE: create a deal. Give the owner (user id), stage id, value, expected close date and company or primary contact when known; a new company is created from company_name if no company_id is given. No email is sent to the owner. POST /deals.pipelinecrm_update_dealWRITE: change fields of a deal; only the fields you pass change. Move it to another stage with stage_id. Setting probability to 100 or 0 closes the deal as won or lost; give won/loss reason ids when you do. Archive with archived: true. No email is sent to a new owner. PUT /deals/{id}.pipelinecrm_list_peopleList or search people (leads and contacts) with email, phones, position, company, owner, lead status and tags. Use search for a quick match on name, email or company name, or filter precisely. GET /people.pipelinecrm_get_personOne person (lead or contact) by id with all contact details, company, owner, tags and custom fields. GET /people/{id}.pipelinecrm_list_person_dealsList the deals one person is associated with. GET /people/{id}/deals.pipelinecrm_list_person_notesList the notes (activities) logged on one person. GET /people/{id}/notes.pipelinecrm_create_personWRITE: create a lead or contact. Pass at least a first or last name or an email. No email is sent to the owner. POST /people.pipelinecrm_update_personWRITE: change fields of a person; only the fields you pass change. Pass type Contact to convert a lead. PUT /people/{id}.pipelinecrm_list_companiesList or search companies with address, website, phones, owner, tags and pipeline totals. GET /companies.pipelinecrm_get_companyOne company by id with address, phones, website, owner, tags and custom fields. GET /companies/{id}.pipelinecrm_list_company_peopleList the people (leads and contacts) who work at one company. GET /companies/{id}/people.pipelinecrm_create_companyWRITE: create a company. POST /companies.pipelinecrm_update_companyWRITE: change fields of a company; only the fields you pass change. PUT /companies/{id}.pipelinecrm_list_notesList notes (called activities in the Pipeline CRM app) attached to a deal, person or company. Pass at least one of deal_id, person_id, company_id. Filter by text, category, author and created date. GET /notes.pipelinecrm_get_noteOne note (activity) by id with its content, author, category, associations and comments. GET /notes/{id}.pipelinecrm_add_noteWRITE: log a note (activity) on a deal, person or company. Pass at least one of deal_id, person_id, company_id. POST /notes.pipelinecrm_list_calendar_entriesList calendar entries: tasks (a due date) and events (a start and end time) tied to deals, people or companies. Filter by kind, owner, a date range, and completed, incomplete or late. GET /calendar_entries.pipelinecrm_get_calendar_entryOne calendar entry (task or event) by id. GET /calendar_entries/{id}.pipelinecrm_create_calendar_entryWRITE: create a task (CalendarTask, optional due date) or an event (CalendarEvent, start_time and end_time required), optionally tied to a deal, person or company. POST /calendar_entries.pipelinecrm_update_calendar_entryWRITE: change a task or event; only the fields you pass change. Pass complete: true to mark a task done. PUT /calendar_entries/{id}.pipelinecrm_list_deal_stagesList the deal stages with id, name, default win probability and the pipeline each belongs to. Use the ids to filter or move deals. GET /admin/deal_stages.pipelinecrm_list_deal_pipelinesList the deal pipelines (each has its own stages) with id, name and which one is the default. GET /admin/deal_pipelines.pipelinecrm_list_lookupList one set of account lookup values to get ids for filters and writes. kind: deal_statuses, deal_loss_reasons, deal_won_reasons, deal_tags, lead_statuses, lead_sources, contact_tags, company_tags, note_categories, event_categories, task_priorities, task_statuses, teams. GET /admin/<kind>.
Badge
Markdown for your README
[](https://clawy.uk/mcp/s/io.usefulapi/pipeline-crm)