--- title: "PipelineDeals integrations and MCP server - APIANT.ai" description: "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..." canonical: "https://apiant.ai/connections/pipelinedeals" --- # 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 key [pipelinecrm.com](https://pipelinecrm.com/) **26** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want to automate with PipelineDeals? 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)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Popular ## PipelineDeals with the apps people pair it with most - [ **HubSpot to PipelineDeals** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-pipelinedeals) - [ **Salesforce to PipelineDeals** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-pipelinedeals) - [ **Slack to PipelineDeals** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-pipelinedeals) - [ **Google Sheets to PipelineDeals** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-pipelinedeals) - [ **Gmail to PipelineDeals** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-pipelinedeals) - [ **Google Calendar to PipelineDeals** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-pipelinedeals) - [ **Google Drive to PipelineDeals** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-pipelinedeals) - [ **Mailchimp to PipelineDeals** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-pipelinedeals) Pair it ## Connect PipelineDeals with another app - [ **HubSpot to PipelineDeals**](https://apiant.ai/connect/hubspot-to-pipelinedeals) - [ **Salesforce to PipelineDeals**](https://apiant.ai/connect/salesforce-to-pipelinedeals) - [ **Slack to PipelineDeals**](https://apiant.ai/connect/slack-to-pipelinedeals) - [ **Google Sheets to PipelineDeals**](https://apiant.ai/connect/google-sheets-to-pipelinedeals) - [ **Gmail to PipelineDeals**](https://apiant.ai/connect/gmail-to-pipelinedeals) - [ **Google Calendar to PipelineDeals**](https://apiant.ai/connect/google-calendar-to-pipelinedeals) - [ **Google Drive to PipelineDeals**](https://apiant.ai/connect/google-drive-to-pipelinedeals) - [ **Mailchimp to PipelineDeals**](https://apiant.ai/connect/mailchimp-to-pipelinedeals) - [ **Stripe to PipelineDeals**](https://apiant.ai/connect/stripe-to-pipelinedeals) - [ **Shopify to PipelineDeals**](https://apiant.ai/connect/shopify-to-pipelinedeals) - [ **QuickBooks Online to PipelineDeals**](https://apiant.ai/connect/quickbooks-online-to-pipelinedeals) - [ **Pipedrive to PipelineDeals**](https://apiant.ai/connect/pipedrive-to-pipelinedeals) - [ **ActiveCampaign to PipelineDeals**](https://apiant.ai/connect/activecampaign-to-pipelinedeals) - [ **Notion to PipelineDeals**](https://apiant.ai/connect/notion-to-pipelinedeals) - [ **Airtable to PipelineDeals**](https://apiant.ai/connect/airtable-to-pipelinedeals) - [ **Trello to PipelineDeals**](https://apiant.ai/connect/trello-to-pipelinedeals) - [ **Asana to PipelineDeals**](https://apiant.ai/connect/asana-to-pipelinedeals) - [ **JIRA to PipelineDeals**](https://apiant.ai/connect/jira-to-pipelinedeals) - [ **ClickUp to PipelineDeals**](https://apiant.ai/connect/clickup-to-pipelinedeals) - [ **Zoom to PipelineDeals**](https://apiant.ai/connect/zoom-to-pipelinedeals) - [ **Discord to PipelineDeals**](https://apiant.ai/connect/discord-to-pipelinedeals) - [ **Twilio to PipelineDeals**](https://apiant.ai/connect/twilio-to-pipelinedeals) - [ **SendGrid to PipelineDeals**](https://apiant.ai/connect/sendgrid-to-pipelinedeals) - [ **Outlook to PipelineDeals**](https://apiant.ai/connect/outlook-to-pipelinedeals) - [ **Intercom to PipelineDeals**](https://apiant.ai/connect/intercom-to-pipelinedeals) - [ **Freshdesk to PipelineDeals**](https://apiant.ai/connect/freshdesk-to-pipelinedeals) - [ **Klaviyo to PipelineDeals**](https://apiant.ai/connect/klaviyo-to-pipelinedeals) - [ **Brevo to PipelineDeals**](https://apiant.ai/connect/brevo-to-pipelinedeals) - [ **Typeform to PipelineDeals**](https://apiant.ai/connect/typeform-to-pipelinedeals) - [ **JotForm to PipelineDeals**](https://apiant.ai/connect/jotform-to-pipelinedeals) - [ **Calendly to PipelineDeals**](https://apiant.ai/connect/calendly-to-pipelinedeals) - [ **PandaDoc to PipelineDeals**](https://apiant.ai/connect/pandadoc-to-pipelinedeals) - [ **Webflow to PipelineDeals**](https://apiant.ai/connect/webflow-to-pipelinedeals) - [ **Wix to PipelineDeals**](https://apiant.ai/connect/wix-to-pipelinedeals) - [ **Instagram to PipelineDeals**](https://apiant.ai/connect/instagram-to-pipelinedeals) - [ **OpenAI to PipelineDeals**](https://apiant.ai/connect/openai-to-pipelinedeals) - [ **OneDrive to PipelineDeals**](https://apiant.ai/connect/onedrive-to-pipelinedeals) - [ **Google Docs to PipelineDeals**](https://apiant.ai/connect/google-docs-to-pipelinedeals) - [ **Ontraport to PipelineDeals**](https://apiant.ai/connect/ontraport-to-pipelinedeals) - [ **Freshworks CRM to PipelineDeals**](https://apiant.ai/connect/freshworks-crm-to-pipelinedeals) - [ **GoHighLevel to PipelineDeals**](https://apiant.ai/connect/gohighlevel-to-pipelinedeals) - [ **Capsule CRM to PipelineDeals**](https://apiant.ai/connect/capsule-crm-to-pipelinedeals) - [ **Copper to PipelineDeals**](https://apiant.ai/connect/copper-to-pipelinedeals) - [ **Streak to PipelineDeals**](https://apiant.ai/connect/streak-to-pipelinedeals) - [ **NetHunt CRM to PipelineDeals**](https://apiant.ai/connect/nethunt-crm-to-pipelinedeals) - [ **MINDBODY to PipelineDeals**](https://apiant.ai/connect/mindbody-to-pipelinedeals) - [ **PostgreSQL to PipelineDeals**](https://apiant.ai/connect/postgresql-to-pipelinedeals) - [ **MySQL to PipelineDeals**](https://apiant.ai/connect/mysql-to-pipelinedeals) - [ **Vercel to PipelineDeals**](https://apiant.ai/connect/vercel-to-pipelinedeals) - [ **PagerDuty to PipelineDeals**](https://apiant.ai/connect/pagerduty-to-pipelinedeals) - [ **Gravity Forms to PipelineDeals**](https://apiant.ai/connect/gravity-forms-to-pipelinedeals) - [ **HubSpot Enterprise to PipelineDeals**](https://apiant.ai/connect/hubspot-enterprise-to-pipelinedeals) - [ **Google Forms to PipelineDeals**](https://apiant.ai/connect/google-forms-to-pipelinedeals) - [ **Facebook Lead Ads to PipelineDeals**](https://apiant.ai/connect/facebook-lead-ads-to-pipelinedeals) - [ **monday.com to PipelineDeals**](https://apiant.ai/connect/monday-com-to-pipelinedeals) - [ **Google Ads to PipelineDeals**](https://apiant.ai/connect/google-ads-to-pipelinedeals) - [ **Google Tasks to PipelineDeals**](https://apiant.ai/connect/google-tasks-to-pipelinedeals) - [ **Telegram to PipelineDeals**](https://apiant.ai/connect/telegram-to-pipelinedeals) - [ **MailerLite to PipelineDeals**](https://apiant.ai/connect/mailerlite-to-pipelinedeals) - [ **Google Contacts to PipelineDeals**](https://apiant.ai/connect/google-contacts-to-pipelinedeals) 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 - [ **Agile CRM to PipelineDeals** Agile CRM is an all-in-one CRM with sales, marketing, and service automation.](https://apiant.ai/connect/agile-crm-to-pipelinedeals) - [ **Apollo to PipelineDeals** Apollo is a unified engagement platform that is the foundation for your entire end-to-end sales strategy.](https://apiant.ai/connect/apollo-to-pipelinedeals) - [ **Assembly.com to PipelineDeals** Assembly.com is a complete client communication and management solution that offers a branded and...](https://apiant.ai/connect/assembly-com-to-pipelinedeals) - [ **Attio to PipelineDeals** Attio is the CRM of the future: data-driven, completely customizable and intuitively collaborative.](https://apiant.ai/connect/attio-to-pipelinedeals) - [ **Billage** Billage is the management software for SMEs and freelancers that unifies billing, CRM and task and project...](https://apiant.ai/connections/billage) - [ **Broot to PipelineDeals** broot is a AI-powered app that helps sales, marketing, and events teams manage contacts, turning them into...](https://apiant.ai/connect/broot-to-pipelinedeals) - [ **Capsule CRM to PipelineDeals** Capsule is an online hosted CRM system for individuals, small businesses and sales teams wanting a simple...](https://apiant.ai/connect/capsule-crm-to-pipelinedeals) - [ **Centerflow to PipelineDeals** Centerflow is a web application that allows you to track and manage your leads.](https://apiant.ai/connect/centerflow-to-pipelinedeals) [More in CRM](https://apiant.ai/apps/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.