Pipeline CRM MCP by usefulapi

Reviewed 18h ago.

• tools: 30 tools scanned
• metadata: scanned

No findings.

Tools (30)

• pipelinecrm_get_profile

  The Pipeline CRM user this credential acts as: id, name and whether they are an account admin. The user's api_key is never returned. GET /profile.

• pipelinecrm_list_users

  List the users of the Pipeline CRM account (id, name, email, team, admin flag). Use the ids as owners of deals, people and companies. api_key values are never returned. GET /users.

• pipelinecrm_get_user

  One user of the account by id. The user's api_key is never returned. GET /users/{id}.

• pipelinecrm_list_deals

  List or search deals with stage, owner, company, primary contact, value, probability and expected close date. Filter by name, stage, pipeline, status, owner, company, contact, archived flag, value range and created, expected-close, closed or modified dates. Money values come back as decimal strings. GET /deals.

• pipelinecrm_get_deal

  One deal by id with owner, company, people, stage, status, loss/won reasons, tags, custom fields and the next task. GET /deals/{id}.

• pipelinecrm_deal_totals_by_stage

  Count and total value of the deals visible to the user in every deal stage: the pipeline summary. GET /deals/totals_by_stage.

• pipelinecrm_list_deal_notes

  List the notes (activities) logged on one deal, with author, category and content. GET /deals/{id}/notes.

• pipelinecrm_create_deal

  WRITE: create a deal. Give the owner (user id), stage id, value, expected close date and company or primary contact when known; a new company is created from company_name if no company_id is given. No email is sent to the owner. POST /deals.

• pipelinecrm_update_deal

  WRITE: change fields of a deal; only the fields you pass change. Move it to another stage with stage_id. Setting probability to 100 or 0 closes the deal as won or lost; give won/loss reason ids when you do. Archive with archived: true. No email is sent to a new owner. PUT /deals/{id}.

• pipelinecrm_list_people

  List or search people (leads and contacts) with email, phones, position, company, owner, lead status and tags. Use search for a quick match on name, email or company name, or filter precisely. GET /people.

• pipelinecrm_get_person

  One person (lead or contact) by id with all contact details, company, owner, tags and custom fields. GET /people/{id}.

• pipelinecrm_list_person_deals

  List the deals one person is associated with. GET /people/{id}/deals.

• pipelinecrm_list_person_notes

  List the notes (activities) logged on one person. GET /people/{id}/notes.

• pipelinecrm_create_person

  WRITE: create a lead or contact. Pass at least a first or last name or an email. No email is sent to the owner. POST /people.

• pipelinecrm_update_person

  WRITE: change fields of a person; only the fields you pass change. Pass type Contact to convert a lead. PUT /people/{id}.

• pipelinecrm_list_companies

  List or search companies with address, website, phones, owner, tags and pipeline totals. GET /companies.

• pipelinecrm_get_company

  One company by id with address, phones, website, owner, tags and custom fields. GET /companies/{id}.

• pipelinecrm_list_company_people

  List the people (leads and contacts) who work at one company. GET /companies/{id}/people.

• pipelinecrm_create_company

  WRITE: create a company. POST /companies.

• pipelinecrm_update_company

  WRITE: change fields of a company; only the fields you pass change. PUT /companies/{id}.

• pipelinecrm_list_notes

  List notes (called activities in the Pipeline CRM app) attached to a deal, person or company. Pass at least one of deal_id, person_id, company_id. Filter by text, category, author and created date. GET /notes.

• pipelinecrm_get_note

  One note (activity) by id with its content, author, category, associations and comments. GET /notes/{id}.

• pipelinecrm_add_note

  WRITE: log a note (activity) on a deal, person or company. Pass at least one of deal_id, person_id, company_id. POST /notes.

• pipelinecrm_list_calendar_entries

  List calendar entries: tasks (a due date) and events (a start and end time) tied to deals, people or companies. Filter by kind, owner, a date range, and completed, incomplete or late. GET /calendar_entries.

• pipelinecrm_get_calendar_entry

  One calendar entry (task or event) by id. GET /calendar_entries/{id}.

• pipelinecrm_create_calendar_entry

  WRITE: create a task (CalendarTask, optional due date) or an event (CalendarEvent, start_time and end_time required), optionally tied to a deal, person or company. POST /calendar_entries.

• pipelinecrm_update_calendar_entry

  WRITE: change a task or event; only the fields you pass change. Pass complete: true to mark a task done. PUT /calendar_entries/{id}.

• pipelinecrm_list_deal_stages

  List the deal stages with id, name, default win probability and the pipeline each belongs to. Use the ids to filter or move deals. GET /admin/deal_stages.

• pipelinecrm_list_deal_pipelines

  List the deal pipelines (each has its own stages) with id, name and which one is the default. GET /admin/deal_pipelines.

• pipelinecrm_list_lookup

  List one set of account lookup values to get ids for filters and writes. kind: deal_statuses, deal_loss_reasons, deal_won_reasons, deal_tags, lead_statuses, lead_sources, contact_tags, company_tags, note_categories, event_categories, task_priorities, task_statuses, teams. GET /admin/<kind>.