App

Connect Pipeliner to any app

CRM software with a visual drag-and-drop sales pipeline, deal tracking, and AI-assisted email, forecasting, and workflow automation.

Connects with an API keypipelinersales.com
5 triggers18 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 Pipeliner?

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

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

Pipeliner with the apps people pair it with most

Pair it

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What your agent can do with Pipeliner

Triggers and actions 5 triggers · 18 actions

  • Trigger
    New account

    Fires when a new Account is created in Pipeliner.

  • Trigger
    New contact

    Fires when a new Contact is created in Pipeliner.

  • Trigger
    New lead

    Fires when a new Lead is created in Pipeliner.

  • Trigger
    New opportunity

    Fires when a new Opportunity is created in Pipeliner.

  • Trigger
    Updated opportunity

    Fires when an Opportunity is updated in Pipeliner.

  • Action
    Add account

    Adds a new account

  • Action
    Add contact

    Create a new Contact record.

  • Action
    Add lead

    Create a new Lead record.

  • Action
    Add note

    Adds a note to an account, contact, lead, opportunity, project, quote or custom entity record in Pipeliner.

  • Action
    Add opportunity

    Create a new Opportunity record.

  • Action
    Add product

    Create a new Product record.

  • Action
    Delete account

    Deletes a Pipeliner account by its id.

  • Action
    Delete contact

    Remove Contact with given id.

  • Action
    Find accounts by name

    Returns up to 30 accounts whose name matches the specified name.

  • Action
    Find contacts by email

    Returns up to 30 contacts whose primary email matches the specified email.

  • Action
    Get account

    Retrieves a single account by its id.

  • Action
    Get contact

    Return Contact with given id.

  • Action
    Get lead

    Return Lead with given id.

  • Action
    Get opportunity

    Return Opportunity with given id.

  • Action
    Update account

    Update an existing Account record.

  • Action
    Update contact

    Update an existing Contact record.

  • Action
    Update lead

    Update an existing Lead record.

  • Action
    Update opportunity

    Update an existing Opportunity record.

Reviews

What our customers say

Questions

Pipeliner, answered

What can start an automation from Pipeliner?

Any of Pipeliner's 5 triggers in the catalog, including New account, New contact, New lead and New opportunity. Describe the moment in plain language and your agent picks the right one.

What can your agent do in Pipeliner?

Any of Pipeliner's 18 actions, including Update account, Update contact, Update lead and Update opportunity. Your agent maps the data both ways and tests every scenario before it ships.

Which apps can Pipeliner connect to?

Any app in the catalog; the list on this page pairs Pipeliner 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.