CRM

PipelineDeals integrations

Connect PipelineDeals to any other app, or use it from your AI client over MCP. PipelineDeals (Pipeline CRM) is a sales CRM for managing people, companies, deals, activities, tasks, and documents.

Connects with an API keypipelinecrm.com
26 actions

What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.

Build solutions, not workarounds.

What do you want to automate with PipelineDeals?

Ask the assistant

You'll sign in before anything runs. What you typed comes with you.

Connect your AI client

Give your AI client this address.

https://mcp.apiant.ai

One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.

Set it up in your client
Claude Code

Run this in the directory you want to work in.

claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai

Start Claude Code there, approve the server, and sign in in the browser page it opens.

Claude Code guide (opens in a new tab)
Claude, web and desktop

Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.

Setup guide (opens in a new tab)
Cursor

Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.

Setup guide (opens in a new tab)
Zed

Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.

Setup guide (opens in a new tab)
Codex and the ChatGPT desktop app

Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.

Setup guide (opens in a new tab)
Any other MCP client

Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.

Setup guide (opens in a new tab)

Popular

PipelineDeals with the apps people pair it with most

Pair it

Connect PipelineDeals with another app

What your agent can do with PipelineDeals

Triggers and actions 26 actions

  • Action
    Add or update person

    Adds a new person if the email does not exist, otherwise updates the existing person.

  • Action
    Add project

    Creates a project in Pipeline CRM, optionally linking deals, companies, people and collaborators.

  • Action
    Add tags to person

    Adds one or more tags to a person (matched by email). Separate multiple tags with commas.

  • Action
    Create deal

    Creates a new deal in PipelineDeals.

  • Action
    Create person

    Creates a new person (contact) in PipelineDeals.

  • Action
    Create person activity

    Creates a new activity (note) attached to a person if the email address is found. If the person has a single deal the activity is also attached to that.

  • Action
    Create person activity (custom)

    Creates a new activity (note) attached to a person if the email address is found. If the person has a single deal the activity is also attached to that. If the person has multiple deals the activity is created without a deal attachment.

  • Action
    Create person document

    Uploads a new document attached to a person if the email address is found. If the person has a single deal the document is also attached to that.

  • Action
    Delete company

    Deletes a company.

  • Action
    Delete deal

    Deletes a deal.

  • Action
    Delete note

    Deletes a note.

  • Action
    Delete person

    Deletes a person by ID.

  • Action
    Find calendar entries

    Returns the tasks and events on your calendar that match the filters you set, such as type, completion, date range, or the person, deal or company they are about.

  • Action
    Find companies

    Finds companies whose name matches the search text.

  • Action
    Find deals

    Finds deals whose name matches the search text.

  • Action
    Find people

    Finds people (contacts and leads) matching the search text, name, email, phone, company, type and other criteria you supply. Returns up to 200 matching people.

  • Action
    Find projects

    Finds projects whose name contains the text you give, optionally narrowed by owner, status, archived state and dates. Returns the matching projects.

  • Action
    Get company

    Returns a company by ID.

  • Action
    Get deal

    Retrieves a single deal by ID.

  • Action
    Get note

    Returns a single note (activity) by its id, including its content, category, linked deal, person or company, and comments.

  • Action
    Get person

    Retrieves a single person by ID.

  • Action
    Get project

    Returns a project by its ID, including its associated deals, people, companies, milestones and custom field values.

  • Action
    Update company

    Updates a company's name, phone or website.

  • Action
    Update note

    Changes the text of a note.

  • Action
    Update person

    Updates an existing person by ID in PipelineDeals.

  • Action
    Update project

    Updates an existing project in Pipeline CRM, changing only the details you fill in.

Related apps

More in CRM

Reviews

What our customers say

Questions

PipelineDeals, answered

Is there a PipelineDeals MCP server?

APIANT's MCP server at https://mcp.apiant.ai works with PipelineDeals. Add that address to any AI client that takes a remote MCP server and sign in once in your browser. Your client can then run PipelineDeals actions on demand, or have APIANT build, test and run automations that use PipelineDeals. Nothing to install.

What can your agent do in PipelineDeals?

Any of PipelineDeals's 26 actions, including Create deal, Create person, Create person activity and Create person activity (custom). Your agent maps the data both ways and tests every scenario before it ships.

Can I use PipelineDeals directly from Claude, ChatGPT or Cursor?

Yes. Connect your AI client to APIANT once and it works with PipelineDeals two ways. Ask it to do something in PipelineDeals once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running on its own. A one-off action uses your plan's tasks the same way an automation step does.

Do I need to write code against the PipelineDeals API?

No. APIANT connects to the PipelineDeals API for you, with your PipelineDeals API key. Describe what you want in plain language and your agent builds it on the PipelineDeals triggers and actions in the catalog. If you need an endpoint that is not there yet, your agent reads the PipelineDeals API documentation and adds it.

Which apps can PipelineDeals connect to?

Any app in the catalog; the list on this page pairs PipelineDeals with each of them. If the other app is missing, point your agent at its API documentation and it builds the connector.

What happens when something fails?

Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.

Is there a free plan?

Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.