Pipeline CRM MCP
CRM (Customer Relationship Management)
Use Pipeline CRM MCP to take action in your AI tools
Use Zapier Agents for a quick no-code setup, or connect to any AI environment with the Zapier MCP server.
Try in any AI platform
Supported actions
Create Activity
Creates a new activity associated to an existing person, company or deal.
Create Event
Creates a new calendar event in your Pipeline account.
Create Task
Creates a new calendar task in your PipelineDeals account.
Create Company
Creates a new company in your PipelineDeals account.
Create Deal
Creates a new deal in your PipelineDeals account.
Create Person
Creates a new person in your PipelineDeals account.
Find User
Find an existing user on your PipelineDeals account.
Move Deal to Next Stage
Moves a deal to next stage.
Use Pipeline CRM MCP with any AI assistant
Zapier Pipeline CRM MCP lets you connect Pipeline CRM's actions with any AI tool that supports MCP, all without managing integrations or writing glue code. It's built for developers who want flexibility without complexity.
Step 1: Generate your secure MCP URL
Get your unique, dynamic MCP server URL instantly. This endpoint securely connects your AI assistant to Zapier's vast integration network.
Step 2: Choose your Zapier Actions
Customize the specific actions your AI assistant can perform within Pipeline CRM. Select and scope actions to align with your Pipeline CRM workflows.
Step 3: Connect with your tool of choice
Integrate your AI Assistant seamlessly using your generated MCP endpoint, enabling your AI Assistant to execute real-world tasks securely and reliably.
Introducing the Zapier MCP integration
Why developers love Zapier MCP
- No need to build or host your own APIs
- Connect once, access 30,000+ Zapier actions
- Secure, scoped access by default
- Works across your favorite dev tools
