Pipeline crm

Pipeline crm

Pipeline CRM is a sales-focused customer relationship management tool designed to help teams track leads, manage deals, and streamline workflows.

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Install MCP Server

Paste and run this command in your terminal to set up Cursor with MCP

npx @composio/cli add cursor --app pipeline_crmnpx @composio/cli add cursor --app pipeline_crmnpx @composio/cli add cursor --app pipeline_crmnpx @composio/cli add cursor --app pipeline_crm

After running the command, restart Cursor to start using the MCP Server.

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Available Tools

Delete Company

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 Deal

Tool to delete a deal by id. use when you need to remove a deal from pipeline crm.

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.

Get Calendar Task By Id

Tool to retrieve details for a specific task by id in pipeline crm. use after confirming the task id.

List Companies

Tool to list companies in pipeline crm. use when you need to fetch multiple companies with optional filtering and pagination.

List Leads

Tool to list leads in pipeline crm. use when you need to fetch multiple leads 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 Calendar Tasks

Tool to list calendar tasks. use when retrieving tasks for a deal, company, or person with optional date filters and pagination.

List Users

Tool to list users in pipeline crm. use when you need to retrieve all users in your account.

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.

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 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.

Delete Calendar Task

Tool to delete a calendar task by id. use after confirming the task exists in pipeline crm.

Update Company

Tool to update an existing company by id in pipeline crm. use after confirming the company id and fields to change.

16 actions available