--- title: "Pipeliner integrations and MCP server - APIANT.ai" description: "Connect Pipeliner to any other app, or use it from your AI client over MCP. CRM software with a visual drag-and-drop sales pipeline, deal tracking, and..." canonical: "https://apiant.ai/connections/pipeliner" --- # Pipeliner integrations Connect Pipeliner to any other app, or use it from your AI client over MCP. CRM software with a visual drag-and-drop sales pipeline, deal tracking, and AI-assisted email, forecasting, and workflow automation. Connects with an API key [pipelinersales.com](https://pipelinersales.com/) **5** triggers **18** 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 Pipeliner? 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 ## Pipeliner with the apps people pair it with most - [ **HubSpot to Pipeliner** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-pipeliner) - [ **Pipeliner to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/pipeliner-to-salesforce) - [ **Pipeliner to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/pipeliner-to-slack) - [ **Pipeliner to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/pipeliner-to-google-sheets) - [ **Gmail to Pipeliner** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-pipeliner) - [ **Google Calendar to Pipeliner** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-pipeliner) - [ **Google Drive to Pipeliner** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-pipeliner) - [ **Mailchimp to Pipeliner** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-pipeliner) Pair it ## Connect Pipeliner with another app - [ **Pipeliner to Tomorrow.io**](https://apiant.ai/connect/pipeliner-to-tomorrow-io) - [ **HubSpot to Pipeliner**](https://apiant.ai/connect/hubspot-to-pipeliner) - [ **Pipeliner to Salesforce**](https://apiant.ai/connect/pipeliner-to-salesforce) - [ **Pipeliner to Slack**](https://apiant.ai/connect/pipeliner-to-slack) - [ **Pipeliner to Google Sheets**](https://apiant.ai/connect/pipeliner-to-google-sheets) - [ **Gmail to Pipeliner**](https://apiant.ai/connect/gmail-to-pipeliner) - [ **Google Calendar to Pipeliner**](https://apiant.ai/connect/google-calendar-to-pipeliner) - [ **Google Drive to Pipeliner**](https://apiant.ai/connect/google-drive-to-pipeliner) - [ **Mailchimp to Pipeliner**](https://apiant.ai/connect/mailchimp-to-pipeliner) - [ **Pipeliner to Stripe**](https://apiant.ai/connect/pipeliner-to-stripe) - [ **Pipeliner to Shopify**](https://apiant.ai/connect/pipeliner-to-shopify) - [ **Pipeliner to QuickBooks Online**](https://apiant.ai/connect/pipeliner-to-quickbooks-online) - [ **Pipedrive to Pipeliner**](https://apiant.ai/connect/pipedrive-to-pipeliner) - [ **Pipeliner to ActiveCampaign**](https://apiant.ai/connect/pipeliner-to-activecampaign) - [ **Notion to Pipeliner**](https://apiant.ai/connect/notion-to-pipeliner) - [ **Airtable to Pipeliner**](https://apiant.ai/connect/airtable-to-pipeliner) - [ **Pipeliner to Trello**](https://apiant.ai/connect/pipeliner-to-trello) - [ **Asana to Pipeliner**](https://apiant.ai/connect/asana-to-pipeliner) - [ **JIRA to Pipeliner**](https://apiant.ai/connect/jira-to-pipeliner) - [ **ClickUp to Pipeliner**](https://apiant.ai/connect/clickup-to-pipeliner) - [ **Pipeliner to Zoom**](https://apiant.ai/connect/pipeliner-to-zoom) - [ **Discord to Pipeliner**](https://apiant.ai/connect/discord-to-pipeliner) - [ **Pipeliner to Twilio**](https://apiant.ai/connect/pipeliner-to-twilio) - [ **Pipeliner to SendGrid**](https://apiant.ai/connect/pipeliner-to-sendgrid) - [ **Outlook to Pipeliner**](https://apiant.ai/connect/outlook-to-pipeliner) - [ **Intercom to Pipeliner**](https://apiant.ai/connect/intercom-to-pipeliner) - [ **Freshdesk to Pipeliner**](https://apiant.ai/connect/freshdesk-to-pipeliner) - [ **Klaviyo to Pipeliner**](https://apiant.ai/connect/klaviyo-to-pipeliner) - [ **Brevo to Pipeliner**](https://apiant.ai/connect/brevo-to-pipeliner) - [ **Pipeliner to Typeform**](https://apiant.ai/connect/pipeliner-to-typeform) - [ **JotForm to Pipeliner**](https://apiant.ai/connect/jotform-to-pipeliner) - [ **Calendly to Pipeliner**](https://apiant.ai/connect/calendly-to-pipeliner) - [ **PandaDoc to Pipeliner**](https://apiant.ai/connect/pandadoc-to-pipeliner) - [ **Pipeliner to Webflow**](https://apiant.ai/connect/pipeliner-to-webflow) - [ **Pipeliner to Wix**](https://apiant.ai/connect/pipeliner-to-wix) - [ **Pipeliner to LinkedIn**](https://apiant.ai/connect/pipeliner-to-linkedin) - [ **Pipeliner to Facebook**](https://apiant.ai/connect/pipeliner-to-facebook) - [ **Instagram to Pipeliner**](https://apiant.ai/connect/instagram-to-pipeliner) - [ **Pipeliner to OpenAI**](https://apiant.ai/connect/pipeliner-to-openai) - [ **Pipeliner to Anthropic**](https://apiant.ai/connect/pipeliner-to-anthropic) - [ **OneDrive to Pipeliner**](https://apiant.ai/connect/onedrive-to-pipeliner) - [ **Google Docs to Pipeliner**](https://apiant.ai/connect/google-docs-to-pipeliner) - [ **Ontraport to Pipeliner**](https://apiant.ai/connect/ontraport-to-pipeliner) - [ **Freshworks CRM to Pipeliner**](https://apiant.ai/connect/freshworks-crm-to-pipeliner) - [ **Pipeliner to GoHighLevel**](https://apiant.ai/connect/pipeliner-to-gohighlevel) - [ **Capsule CRM to Pipeliner**](https://apiant.ai/connect/capsule-crm-to-pipeliner) - [ **Pipeliner to Copper**](https://apiant.ai/connect/pipeliner-to-copper) - [ **Pipeliner to Streak**](https://apiant.ai/connect/pipeliner-to-streak) - [ **NetHunt CRM to Pipeliner**](https://apiant.ai/connect/nethunt-crm-to-pipeliner) - [ **MINDBODY to Pipeliner**](https://apiant.ai/connect/mindbody-to-pipeliner) - [ **Pipeliner to Supabase**](https://apiant.ai/connect/pipeliner-to-supabase) - [ **Pipeliner to PostgreSQL**](https://apiant.ai/connect/pipeliner-to-postgresql) - [ **MySQL to Pipeliner**](https://apiant.ai/connect/mysql-to-pipeliner) - [ **Pipeliner to Vercel**](https://apiant.ai/connect/pipeliner-to-vercel) - [ **Pipeliner to ElevenLabs**](https://apiant.ai/connect/pipeliner-to-elevenlabs) - [ **PagerDuty to Pipeliner**](https://apiant.ai/connect/pagerduty-to-pipeliner) - [ **Pipeliner to Pushover**](https://apiant.ai/connect/pipeliner-to-pushover) - [ **Gravity Forms to Pipeliner**](https://apiant.ai/connect/gravity-forms-to-pipeliner) - [ **HubSpot Enterprise to Pipeliner**](https://apiant.ai/connect/hubspot-enterprise-to-pipeliner) - [ **Google Forms to Pipeliner**](https://apiant.ai/connect/google-forms-to-pipeliner) 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 ### ### Is there a Pipeliner MCP server? APIANT's MCP server at https://mcp.apiant.ai works with Pipeliner. 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 Pipeliner actions on demand, or have APIANT build, test and run automations that use Pipeliner. Nothing to install. ### ### 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. ### ### Can I use Pipeliner directly from Claude, ChatGPT or Cursor? Yes. Connect your AI client to APIANT once and it works with Pipeliner two ways. Ask it to do something in Pipeliner 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 Pipeliner API? No. APIANT connects to the Pipeliner API for you, with your Pipeliner API key. Describe what you want in plain language and your agent builds it on the Pipeliner triggers and actions in the catalog. If you need an endpoint that is not there yet, your agent reads the Pipeliner API documentation and adds it. ### ### 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.