Integration

Pipeline CRM integration

Pipeline CRM is a sales CRM. Read, create, update and delete deals, people, companies, notes (activities), tasks and events, files, projects and their milestones; filter any list with conditions and run saved or one-off searches; read deal totals by stage, call logs, the change history and the lookup lists (stages, statuses, sources, categories, tags, custom fields) whose ids those records use. Account configuration writes (stages, custom fields, users, teams, templates), API token management, CSV exports and the bulk milestone action are not exposed. Authentication is an API token (pcrm_live_...) created under the user's profile, sent as a Bearer token; an existing api_key with an app_key also works.

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When this happens, do that in Pipeline CRM.Built from the 133 Pipeline CRM tools below, on the connection you add once.

What you can do with Pipeline CRM

Each of these is one operation on one endpoint, available both as a workflow step and as a tool an AI agent can call on its own. Nothing bundles several operations into one action, so what a run did stays readable afterwards.

Most endpoints run on the free plan. A few, mainly the ones that publish on your behalf, need a paid plan.

Note, 6 operations

create_noteCreate notePOSTCreates a note (activity) on a deal, company or person: title, content, note category, author and users to notify.
delete_noteDelete noteDELETEDeletes a note (activity).
get_noteGet noteGETReturns one note (activity) with its title, content, category, author and the deal, company or person it belongs to.
list_deal_notesList deal notesGETLists the notes (activities) on one deal, paginated.
list_notesList notesGETLists notes (called activities in the app) attached to a deal, company or person, filtered by conditions, sorted and paginated.
list_person_notesList person notesGETLists the notes (activities) on one person, paginated.

Project milestone, 6 operations

create_milestone_in_projectCreate milestone in projectPOSTCreates a milestone in the given project: name, status, start and end dates.
create_project_milestoneCreate project milestonePOSTCreates a project milestone; give the project as project_id. create_milestone_in_project takes the project from the URL instead.
delete_project_milestoneDelete project milestoneDELETEDeletes a project milestone.
get_project_milestoneGet project milestoneGETReturns one project milestone with its status, dates and project.
list_milestones_of_projectList milestones of projectGETLists the milestones of one project.
list_project_milestonesList project milestonesGETLists project milestones, filtered by project, name, status or dates, sorted and paginated.

Comment, 5 operations

create_commentCreate commentPOSTAdds a comment to a note (activity) given by note_id; users in notify_user_ids are added to the note's notification recipients.
delete_commentDelete commentDELETEDeletes a comment on a note.
get_commentGet commentGETReturns one comment on a note: its text, author and timestamps.
list_commentsList commentsGETLists every comment on notes visible to the user, newest first, optionally filtered by modification date.
list_note_commentsList note commentsGETLists the comments on one note (activity).

Deal, 5 operations

create_dealCreate dealPOSTCreates a deal: name, value, stage, status, owner, expected close date, company, people, tags and custom fields.
delete_dealDelete dealDELETEDeletes a deal.
get_dealGet dealGETReturns one deal with its value, stage, status, owner, primary contact, company, people, collaborators and custom field values.
list_dealsList dealsGETLists deals visible to the user, filtered by conditions (stage, status, owner, pipeline, value, dates, company, tags...), sorted and paginated.
list_person_dealsList person dealsGETLists the deals a person is associated with, paginated.

Person, 5 operations

create_personCreate personPOSTCreates a person (contact or lead): name, emails, phones, position, company, owner, lead status and source, tags and custom fields.
delete_personDelete personDELETEDeletes a person.
get_personGet personGETReturns one person with contact details, company, owner, lead status and source, tags and custom field values.
list_company_peopleList company peopleGETLists the people that belong to a company, paginated.
list_peopleList peopleGETLists people (contacts and leads) visible to the user, filtered by conditions (name, email, company, owner, lead status, tags...), sorted, paginated.

Account notification, 4 operations

create_account_notificationCreate account notificationPOSTPosts an in-app notification with the given text to a Pipeline user (by default the user behind the credential).
delete_account_notificationDelete account notificationDELETEDeletes an in-app notification.
get_account_notificationGet account notificationGETReturns one in-app notification: its text, recipient user and when it was read.
list_account_notificationsList account notificationsGETLists the in-app notifications posted to Pipeline users, with their text, recipient and read state.

Autocomplete, 4 operations

autocomplete_companiesAutocomplete companiesGETLightweight name search for pickers. Returns an empty array when `q` is blank.
autocomplete_peopleAutocomplete peopleGETLightweight name search for pickers. Optionally limited to one company's or one deal's people.
autocomplete_project_milestonesAutocomplete project milestonesGETSearch for milestones by name. Returns a list of milestones matching the query string. If the query string is blank, returns an empty array.
autocomplete_projectsAutocomplete projectsGETSearch for projects by name. Returns a list of projects matching the query string. If the query string is blank, returns an empty array.

Calendar entry, 4 operations

create_calendar_entryCreate calendar entryPOSTCreates a task or an event, optionally linked to a deal, person or company; category_id is required (from list_event_categories).
delete_calendar_entryDelete calendar entryDELETEDeletes a task or event.
get_calendar_entryGet calendar entryGETReturns one task or event. Files attached to it are listed by list_documents with calendar_entry_id.
list_calendar_entriesList calendar entriesGETLists tasks and events visible to the user, filtered by conditions (kind, completed, late, date window, linked record...), paginated.

Company, 4 operations

create_companyCreate companyPOSTCreates a company with its contact details, address, owner, tags and custom fields.
delete_companyDelete companyDELETEOnly account administrators may delete companies; other users receive 403.
get_companyGet companyGETReturns one company with its contact details, address, owner, tags and custom field values.
list_companiesList companiesGETLists companies visible to the user, filtered by conditions (name, owner, city, tags, dates, customer flag...), sorted and paginated.

Document, 4 operations

create_documentCreate documentPOSTAttaches a file by URL: Pipeline downloads it in the background, so upload_status starts as pending and becomes complete, or error with upload_status_error_message.
delete_documentDelete documentDELETEDeletes a file.
get_documentGet documentGETReturns one file attached in Pipeline: title, owner, linked deal, person, company or calendar entry, and upload status.
list_documentsList documentsGETLists files attached in Pipeline, filtered by linked deal, person or company, name, type, tags or upload date, or by calendar_entry_id.

Project, 4 operations

create_projectCreate projectPOSTCreates a project: name, description, status, dates, owner, linked deals, companies and people, and optionally a project template.
delete_projectDelete projectDELETEDeletes a project.
get_projectGet projectGETReturns one project with its status, dates, owner, linked records, milestones and custom field values.
list_projectsList projectsGETLists projects, filtered by name, owner, status, archived flag or dates, sorted and paginated.

Children company, 3 operations

add_child_companyAdd child companyPOSTLinks `id` as a child of this company and returns the updated company. Requires the company hierarchy feature; a link that would create a cycle, or a company linked to itself, is rejected with 422.
list_child_companiesList child companiesGETCompanies whose parent is this company.
remove_child_companyRemove child companyDELETEUnlinks the child and returns the updated company. The child company itself is not deleted.

Parent company, 3 operations

add_parent_companyAdd parent companyPOSTLinks `id` as a parent of this company and returns the updated company. Requires the company hierarchy feature; a link that would create a cycle, or a company linked to itself, is rejected with 422.
list_parent_companiesList parent companiesGETThe parent chain of this company.
remove_parent_companyRemove parent companyDELETEUnlinks the parent and returns the updated company. The parent company itself is not deleted.

Perform, 3 operations

get_saved_search_resultsGet saved search resultsGETRuns a saved search and returns the matching records with the search's columns.
run_ad_hoc_searchRun ad hoc searchPOSTRuns a one-off search over people, deals, companies or activities without saving it, and returns the matching records.
run_saved_searchRun saved searchPOSTRuns a saved search with the query or columns given in the body overriding the saved ones, and returns the matching records.

Project association, 3 operations

add_project_associationAdd project associationPOSTAssociates a deal, company, or person with the project. Idempotent, adding an existing association returns it without error.
list_project_associationsList project associationsGETReturns all associations for a project, optionally filtered by type.
remove_project_associationRemove project associationDELETERemoves a single association from the project.

Search, 3 operations

create_searchCreate searchPOSTSaves a search (list view) over people, deals, companies or activities, with its query and columns.
get_searchGet searchGETReturns one saved search: its name, record type, query and columns.
list_searchesList searchesGETLists the saved searches (list views) available to the user.

Sub calendar entry, 3 operations

create_sub_calendar_entryCreate sub calendar entryPOSTAdds a sub-task or sub-event under this entry. Requires the sub-tasks feature on the account (403 otherwise). The sub-entry inherits the parent's associations; only the fields below can be set.
delete_sub_calendar_entryDelete sub calendar entryDELETEDeletes a sub-task or sub-event of a calendar entry.
list_sub_calendar_entriesList sub calendar entriesGETSub-tasks of a task, oldest first.

Webhook, 3 operations

create_webhookCreate webhookPOSTSubscribes a URL to a record event (for example deal create, person update, company destroy). Needs an account administrator credential.
delete_webhookDelete webhookDELETERemoves a webhook subscription. Needs an account administrator credential.
list_webhooksList webhooksGETLists the account's webhook subscriptions: record type, event, target URL and failure email.

Call log, 2 operations

get_call_logGet call logGETReturns one call log written by Pipeline Phone or another phone integration: direction, numbers, duration, outcome and linked records.
list_call_logsList call logsGETCall logs visible to the authenticated user. Soft-deleted calls are omitted. Read-only: call logs are written by Pipeline Phone and other phone integrations, not through this API.

Currency, 2 operations

get_currencyGet currencyGETReturns one currency Pipeline supports: code, name and symbol.
list_currenciesList currenciesGETAll currencies Pipeline CRM supports. Not account-specific.

Customer, 2 operations

create_customerCreate customerPOSTConverts a company into a customer record, with an optional health score (low, middle or high) and a note explaining it.
delete_customerDelete customerDELETEDeletes a customer record.

Message template, 2 operations

get_message_templateGet message templateGETReturns one email template: name, subject and body.
list_message_templatesList message templatesGETEmail templates visible to you: your own plus shared ones.

Note template, 2 operations

get_note_templateGet note templateGETReturns one note template with its content.
list_note_templatesList note templatesGETLists the note templates users can start a note from.

Starred search, 2 operations

get_starred_searchGet starred searchGETReturns one starred list view.
list_starred_searchesList starred searchesGETThe list views you have starred. Defaults to 5 per page.

User, 2 operations

get_userGet userGETReturns one user visible to the caller: name, email, level, team, manager, administrator flag, time zone and preferences.
list_usersList usersGETLists the users the caller can see (any user may call it): name, email, level, team, manager and administrator flag.

Archive, 1 operation

archive_projectArchive projectPUTArchives a project; archived projects are left out of default list queries.

Audit, 1 operation

list_auditsList auditsGETThe change history of records visible to you.

Calendar entry priority, 1 operation

list_calendar_entry_prioritiesList calendar entry prioritiesGETLists the priorities a task or event can have (ids for calendar_entry_priority_id).

Calendar entry status, 1 operation

list_calendar_entry_statusesList calendar entry statusesGETLists task and event statuses in order: system To-Do first, Done last, custom ones between (ids for calendar_entry_status_id).

Call outcome, 1 operation

list_call_dispositionsList call dispositionsGETAccounts that have never customised their dispositions are seeded with the defaults on first read.

Company custom field label, 1 operation

list_company_custom_field_labelsList company custom field labelsGETLists the custom fields defined for companies: id, name, field type and group.

Company tag, 1 operation

list_company_tagsList company tagsGETLists the tags available for companies (ids for a company's tag_ids).

Custom field label dropdown entry, 1 operation

list_custom_field_label_dropdown_entriesList custom field label dropdown entriesGETLists the dropdown entries of dropdown-type custom fields (ids to use as custom field values and filters).

Deal custom field label, 1 operation

list_deal_custom_field_labelsList deal custom field labelsGETLists the custom fields defined for deals: id, name, field type and group.

Deal loss reason, 1 operation

list_deal_loss_reasonsList deal loss reasonsGETLists the account's deal loss reasons (ids for deal_loss_reason_id).

Deal pipeline, 1 operation

list_deal_pipelinesList deal pipelinesGETLists the account's deal pipelines.

Deal stage, 1 operation

list_deal_stagesList deal stagesGETLists the deal stages of the account's pipelines, in order (ids for deal_stage_id).

Deal status, 1 operation

list_deal_statusesList deal statusesGETLists the account's deal statuses (ids for a deal's status field).

Deal tag, 1 operation

list_deal_tagsList deal tagsGETLists the tags available for deals (ids for a deal's tag_ids).

Deal won reason, 1 operation

list_deal_won_reasonsList deal won reasonsGETLists the account's deal won reasons (ids for deal_won_reason_id).

Document tag, 1 operation

list_document_tagsList document tagsGETLists the tags available for files.

Event category, 1 operation

list_event_categoriesList event categoriesGETLists the categories of tasks and events (ids for a calendar entry's category_id).

Invite collaborator, 1 operation

invite_project_collaboratorInvite project collaboratorPOSTSends an invitation email to a user to collaborate on the project.

Lead source, 1 operation

list_lead_sourcesList lead sourcesGETLists the account's lead sources (ids for a person's lead_source_id).

Lead status, 1 operation

list_lead_statusesList lead statusesGETLists the account's lead statuses (ids for a person's lead_status_id).

Note category, 1 operation

list_note_categoriesList note categoriesGETLists the note categories an administrator created (ids for a note's note_category_id).

Person custom field label, 1 operation

list_person_custom_field_labelsList person custom field labelsGETLists the custom fields defined for people: id, name, field type and group.

Predefined contacts tag, 1 operation

list_contact_tagsList contact tagsGETLists the tags available for people (ids for predefined_contacts_tag_ids).

Product line, 1 operation

list_performance_lanesList performance lanesGETLists the account's performance lanes (product lines).

Profile, 1 operation

get_profileGet profileGETReturns the user behind the credential: id, first and last name, avatar and whether they are an account administrator.

Project custom field label, 1 operation

list_project_custom_field_labelsList project custom field labelsGETLists the custom fields defined for projects: id, name, field type and group.

Project milestone status, 1 operation

list_project_milestone_statusesList project milestone statusesGETLists the account's project milestone statuses (ids for project_milestone_status_id).

Project template, 1 operation

list_project_templatesList project templatesGETReturns both account-specific and system-wide templates.

Revenue type, 1 operation

list_revenue_typesList revenue typesGETLists the account's revenue types.

System, 1 operation

list_system_note_categoriesList system note categoriesGETThe built-in note categories every account has, as opposed to the ones an administrator created.

Team, 1 operation

list_teamsList teamsGETLists the account's teams of users.

Todo template, 1 operation

list_todo_templatesList todo templatesGETLists the todo templates that can be applied when creating a deal, person or company (todo_template_id).

Totals by stage, 1 operation

get_deal_totals_by_stageGet deal totals by stageGETCount and total value of the deals visible to you in every stage of the account's pipelines.

Unarchive, 1 operation

unarchive_projectUnarchive projectPUTRestores an archived project to active status.

Showing the first 120 of 133 endpoints. The rest are in the product, searchable from the workflow builder and from chat.

Use Pipeline CRM from Claude Code, Cursor or Codex

Connect Pipeline CRM in LiveContext, create an API key in Settings, then add the LiveContext MCP server to your client. Its Pipeline CRM operations become tools the client can call, next to every other integration you connected.

Claude Code

claude mcp add --transport http livecontext https://livecontext.ai/mcp --header "X-API-Key: YOUR_API_KEY"

Codex (~/.codex/config.toml)

[mcp_servers.livecontext]
url = "https://livecontext.ai/mcp"

[mcp_servers.livecontext.http_headers]
"X-API-Key" = "YOUR_API_KEY"

Cursor, Claude Desktop and other JSON configs

{
  "mcpServers": {
    "livecontext": {
      "type": "http",
      "url": "https://livecontext.ai/mcp",
      "headers": {
        "X-API-Key": "YOUR_API_KEY"
      }
    }
  }
}

Set up the MCP server step by step

How to connect Pipeline CRM

Create your workspace
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Connect Pipeline CRM once
Add your Pipeline CRM connection in Settings. Every tool from this integration reuses it, and secrets are encrypted at rest and visible only to you.
Describe the job in chat
The workflow builds itself in front of you and picks the endpoints it needs. Drag the steps yourself on the canvas whenever you would rather be explicit.