Pipeline CRM
Pipeline CRM is a sales-focused customer relationship management tool designed to help teams track leads, manage deals, and streamline workflows.
Verdict
Common use cases
- Log new deals from Slack threads
- Pull company context before client calls
- Archive closed deals after standup
- Create tasks for follow-ups during meetings
- Verify deal stage before sending proposals
Integration
- Vendor
- Pipeline CRM
- Category
- crm
- Auth
- API_KEY
- Tools
- 15
- Composio slug
pipeline_crm
Tools
- Create Deal
Tool to create a new deal in pipeline crm. use after gathering all details. example: create a deal named 'big partnership' worth 50000 usd in stage 2.
- Create Pipeline CRM Company
Tool to create a new company in pipeline crm. use when you need to add a company after gathering its details.
- Delete calendar taskdestructive
Tool to delete a calendar task by id. use after confirming the task exists in pipeline crm.
- Delete Companydestructive
Tool to delete a company by id in pipeline crm. use after confirming the company id is correct. example: "delete company with id 123".
- Delete Dealdestructive
Tool to delete a deal by id. use when you need to remove a deal from pipeline crm.
- Get calendar task by ID
Tool to retrieve details for a specific task by id in pipeline crm. use after confirming the task id.
- Get Company by ID
Tool to retrieve details for a specific company by id. use after you have the company id.
- Get Deal by ID
Tool to retrieve details for a specific deal by id in pipeline crm. use after confirming the deal id.
- Get Deal Stage by ID
Tool to retrieve details for a specific stage by id in pipeline crm. use after confirming the stage id.
- List calendar tasks
Tool to list calendar tasks. use when retrieving tasks for a deal, company, or person with optional date filters and pagination.
- List Companies
Tool to list companies in pipeline crm. use when you need to fetch multiple companies with optional filtering and pagination.
- List Deal Stages
Tool to list deal stages. use when you need to enumerate all stages for deals in pipeline crm.
- List Leads
Tool to list leads in pipeline crm. use when you need to fetch multiple leads with optional filtering and pagination.
- List Users
Tool to list users in pipeline crm. use when you need to retrieve all users in your account.
- Update Company
Tool to update an existing company by id in pipeline crm. use after confirming the company id and fields to change.
Setup
Setup guide
- 11. In Switchy, open your workspace settings and navigate to the Integrations tab. 2. Find Pipeline CRM in the MCP directory and click Connect. 3. You'll be prompted to paste an API key — generate one by logging into Pipeline CRM, going to Settings > API, and creating a new key with read/write access. 4. Copy the key, paste it into Switchy, and click Authorize. 5. Switchy will confirm the connection with a green checkmark. 6. Open any Space, type '@Pipeline CRM get company by id 12345' (replace with a real company ID from your account), and press Enter. 7. If the MCP returns company details, you're ready to go — now any team member in that Space can invoke Pipeline CRM tools by @mentioning it.
What teammates see: by default, memories from Pipeline CRM are scoped to the Space (PROJECT visibility) - you can mark any memory PRIVATE or share it ORG-wide.
Works well with
Top models
Compatibility data appears once enough Spaces have used this MCP together with a given model.
How Switchy teams use it
Starter prompts
Log Discovery Call Deal
@Pipeline CRM create a deal named 'Acme Corp - Enterprise Plan' worth 75000 USD in stage 1. We just finished the discovery call and they're interested in annual billing.Open in a Space →
Fetch Company Before Meeting
@Pipeline CRM get company by id 98765. We have a renewal call in 10 minutes and need to see their contract history and contact list.Open in a Space →
Archive Lost Opportunity
@Pipeline CRM delete deal with id 54321. The prospect went with a competitor and we confirmed they're not reconsidering this quarter.Open in a Space →
Check Deal Stage Mid-Quarter
@Pipeline CRM get deal by id 11223. We need to confirm which stage this deal is in before we decide whether to discount or wait.Open in a Space →
Schedule Follow-Up Task
@Pipeline CRM create a calendar task for March 15th titled 'Follow up with Acme on pricing' and assign it to Sarah. They said they'd have budget approval by then.Open in a Space →
Example outputs
Illustrative - representative of the model's voice and quality, not literal recordings.
@Pipeline CRM show me all details for the Acme Corp deal — I need to prep for tomorrow's call and want the current stage, value, and any notes.
I retrieved the Acme Corp deal (ID: 4782) from Pipeline CRM. It's currently in Stage 3 (Proposal Sent), valued at $85,000 USD. The deal was created on March 2nd and last updated yesterday. Notes indicate the primary contact is Sarah Chen (CFO), and the proposal expires April 15th. There are two open tasks linked to this deal: 'Follow-up call' scheduled for tomorrow at 10 AM and 'Send contract revision' due Friday. This example assumes you already know the deal exists; in practice, you'd search by company name first if you don't have the deal ID.
This example uses the Get Deal by ID tool, which requires you to already have the deal's numeric ID. If you're starting from a company name or contact, you'll need to search first (Pipeline CRM's API typically requires exact IDs for retrieval). The output shape depends on what custom fields your Pipeline CRM account has configured.
@Pipeline CRM we just closed a partnership with Northwind Trading — create a new company record for them with industry 'Manufacturing' and 200 employees, then open a deal called 'Q2 Expansion' worth $120k in stage 1.
I created two records in Pipeline CRM. First, I added Northwind Trading as a new company (ID: 9204) with industry set to Manufacturing and employee count 200. Then I created a deal titled 'Q2 Expansion' (ID: 5831) linked to that company, valued at $120,000 USD, and placed it in Stage 1 (Prospecting). Both records are now live in your CRM. You can assign an owner, add contacts, or attach documents by visiting the deal page. This example shows the MCP executing multiple write operations in sequence — confirm the details before running, as these changes are immediate and permanent.
This example chains two create tools (Create Pipeline CRM Company, then Create Deal). Both are write operations with immediate effect — there's no undo via the MCP. You'll need an API key with write permissions. If your Pipeline CRM account has required custom fields (e.g., 'Lead Source'), the tool will fail unless you provide those values in the prompt.
@Pipeline CRM pull all deals in stage 4 or higher and summarize which ones haven't been touched in over two weeks — I want to know where we're losing momentum before month-end.
I queried Pipeline CRM for deals in stages 4+ and cross-referenced their last-modified timestamps. Here's what needs attention: 'Enterprise Upgrade' (ID: 5102, $95k, last updated 18 days ago) has been stalled since the technical review; 'Global Rollout' (ID: 5298, $210k, 22 days idle) is awaiting legal sign-off; and 'Platform Migration' (ID: 5401, $67k, 16 days) shows no activity since the demo. Three other deals in stage 4+ were updated within the past week and appear on track. This synthesis combines Pipeline CRM's deal data with date logic to surface at-risk opportunities — the MCP doesn't have a native 'stale deals' report, so the AI infers it from timestamps.
This example demonstrates the AI reasoning over CRM data rather than just fetching it. Pipeline CRM's API doesn't expose a 'last activity' filter directly, so the MCP retrieves deals by stage and the AI calculates staleness. Rate limits apply if you have hundreds of deals — the query may need to paginate or narrow the stage range. Results depend on your team's update discipline.
Use-case deep-dives
When Pipeline CRM wins for closing demos fast
A 3-person sales team runs 8-10 demos a week and needs to log deals immediately after each call while details are fresh. The Pipeline CRM MCP lets reps create deals in Switchy by dictating company name, amount, and stage without opening a browser tab. The 'Create Deal' and 'Create Pipeline CRM Company' tools handle the two-step flow in one conversation. This works best when your deal stages are stable and your team already uses Pipeline CRM as the system of record. If your reps need to cross-reference Salesforce or HubSpot data before logging, this MCP won't bridge that gap—you'll need a multi-CRM setup. For teams under 10 people who live in Pipeline CRM and want voice-first deal entry, this is the fastest path from demo to pipeline.
When this MCP streamlines founder deal audits
A founder at a 6-person startup reviews all open deals every Monday morning to decide where to spend time. The Pipeline CRM MCP's 'Get Deal by ID' and 'Get Company by ID' tools let her pull deal details and company context in Switchy without tabbing through the CRM UI. She can ask 'show me deal 4782 and the company behind it' and get stage, amount, and contact info in one response. This scenario breaks down if you need to bulk-export 50+ deals at once—the MCP is optimized for spot checks, not mass reporting. It also assumes you already know the deal IDs from a dashboard or email. For founders who want quick deal lookups during standups or 1-on-1s without leaving their AI workspace, this MCP cuts 30 seconds per lookup.
When Pipeline CRM handles post-close task hygiene
A 4-person customer success team inherits 20-30 calendar tasks per closed deal—onboarding calls, check-ins, renewal reminders—and needs to delete obsolete tasks when deals churn or timelines shift. The Pipeline CRM MCP's 'Delete calendar task' and 'Get calendar task by ID' tools let the team confirm and remove tasks in Switchy without navigating Pipeline's calendar UI. This works when your task volume is under 100 active items and you're deleting one or two at a time based on a specific trigger like a lost deal. If you need to bulk-delete 50 tasks after a product pivot, the MCP's one-at-a-time design will feel slow—you'd want a CSV export workflow instead. For small CS teams doing surgical task cleanup as part of deal hygiene, this MCP saves 5 minutes per cleanup session.
Frequently asked
What does the Pipeline CRM MCP do in Switchy?
It lets AI agents create, retrieve, and delete deals, companies, and calendar tasks directly in your Pipeline CRM account. Instead of switching tabs to log a deal or look up a company, your team can ask the AI to handle it — the MCP calls Pipeline's API in real time and returns the result in your chat.
Do I need admin access to connect Pipeline CRM?
You need an API key from Pipeline CRM, which typically requires account-owner or admin permissions to generate. Once you paste that key into Switchy, any team member you grant access to the MCP can trigger deals, companies, and tasks without needing their own Pipeline login.
Can the Pipeline MCP update existing deals or just create new ones?
The current toolset focuses on create, retrieve, and delete operations. If you need to update a deal's stage or value, you'll still do that in Pipeline's web app or use a separate API client. The MCP is best for logging new records and pulling details by ID.
Why use this instead of Pipeline's web interface?
Speed and context. When you're already chatting with an AI about a prospect, the MCP lets you create the deal without leaving the conversation or remembering field names. For bulk updates or complex workflows, Pipeline's native UI or Zapier will still be faster.
Who on my team should connect the Pipeline MCP?
Whoever owns your Pipeline CRM account and can generate an API key. After setup, you control which Switchy users can invoke the tools — typically your sales team or ops lead. Each action logs under the API key owner's Pipeline account, so audit trails point back to one credential.