Integration

Pipeliner CRM integration

Pipeliner CRM (now sold as Coevera): read and manage accounts, contacts, leads, opportunities with their product line items, tasks, appointments, notes, memos, products, quotes, projects and tags; link contacts to accounts and to deals, merge duplicate accounts and contacts, subscribe webhooks to CRM events, and read activities, pipelines and their steps, users (clients), sales units, product categories, type lists, currencies and field definitions. Batch create, modify, delete and restore routes, administration entities, emails, reports and custom entities are not exposed, and webhook URLs and signatures are cut from answers. Authentication is HTTP Basic with the API username and password of an application created in the space administration (Unit, Users and Roles, Applications, Show API Access), which also shows the Space ID and Service URL to enter.

Connect Pipeliner CRM How integrations work

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When this happens, do that in Pipeliner CRM.Built from the 103 Pipeliner CRM tools below, on the connection you add once.

What you can do with Pipeliner 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.

Account, 5 operations

create_accountCreate accountPOSTCreate an account. Returns the new record in data.
delete_accountDelete accountDELETEDelete an account by id (from list_accounts) (soft delete: list calls with include-deleted still return it). Returns the deleted id in data.
get_accountGet accountGETGet one account by id (from list_accounts). expand pulls related records in, load-only picks fields.
list_accountsList accountsGETList accounts (companies). Paged by cursor: first (up to 100, default 30), then after=page_info.end_cursor. Filter with filter[field] and filter-op[field]; expand relations; load-only to pick fields; order-by.
update_accountUpdate accountPATCHChange an account. Send only the fields to change; leave the others out to keep them. id from list_accounts.

Appointment, 5 operations

create_appointmentCreate appointmentPOSTCreate an appointment. Returns the new record in data.
delete_appointmentDelete appointmentDELETEDelete an appointment by id (from list_appointments) (soft delete: list calls with include-deleted still return it). Returns the deleted id in data.
get_appointmentGet appointmentGETGet one appointment by id (from list_appointments). expand pulls related records in, load-only picks fields.
list_appointmentsList appointmentsGETList appointments (meetings). Paged by cursor: first (up to 100, default 30), then after=page_info.end_cursor. Filter with filter[field] and filter-op[field]; expand relations; load-only to pick fields; order-by.
update_appointmentUpdate appointmentPATCHChange an appointment. Send only the fields to change; leave the others out to keep them. id from list_appointments.

Contact, 5 operations

create_contactCreate contactPOSTCreate a contact. Returns the new record in data.
delete_contactDelete contactDELETEDelete a contact by id (from list_contacts) (soft delete: list calls with include-deleted still return it). Returns the deleted id in data.
get_contactGet contactGETGet one contact by id (from list_contacts). expand pulls related records in, load-only picks fields.
list_contactsList contactsGETList contacts (people). Paged by cursor: first (up to 100, default 30), then after=page_info.end_cursor. Filter with filter[field] and filter-op[field]; expand relations; load-only to pick fields; order-by.
update_contactUpdate contactPATCHChange a contact. Send only the fields to change; leave the others out to keep them. id from list_contacts.

Lead, 5 operations

create_leadCreate leadPOSTCreate a lead. Returns the new record in data.
delete_leadDelete leadDELETEDelete a lead by id (from list_leads) (soft delete: list calls with include-deleted still return it). Returns the deleted id in data.
get_leadGet leadGETGet one lead by id (from list_leads). expand pulls related records in, load-only picks fields.
list_leadsList leadsGETList leads. Paged by cursor: first (up to 100, default 30), then after=page_info.end_cursor. Filter with filter[field] and filter-op[field]; expand relations; load-only to pick fields; order-by.
update_leadUpdate leadPATCHChange a lead. Send only the fields to change; leave the others out to keep them. id from list_leads.

Memo, 5 operations

create_memoCreate memoPOSTCreate a memo. Returns the new record in data.
delete_memoDelete memoDELETEDelete a memo by id (from list_memos) (soft delete: list calls with include-deleted still return it). Returns the deleted id in data.
get_memoGet memoGETGet one memo by id (from list_memos). expand pulls related records in, load-only picks fields.
list_memosList memosGETList memos (internal messages on a record). Paged by cursor: first (up to 100, default 30), then after=page_info.end_cursor. Filter with filter[field] and filter-op[field]; expand relations; load-only to pick fields; order-by.
update_memoUpdate memoPATCHChange a memo. Send only the fields to change; leave the others out to keep them. id from list_memos.

Note, 5 operations

create_noteCreate notePOSTCreate a note. Returns the new record in data.
delete_noteDelete noteDELETEDelete a note by id (from list_notes) (soft delete: list calls with include-deleted still return it). Returns the deleted id in data.
get_noteGet noteGETGet one note by id (from list_notes). expand pulls related records in, load-only picks fields.
list_notesList notesGETList notes. Paged by cursor: first (up to 100, default 30), then after=page_info.end_cursor. Filter with filter[field] and filter-op[field]; expand relations; load-only to pick fields; order-by.
update_noteUpdate notePATCHChange a note. Send only the fields to change; leave the others out to keep them. id from list_notes.

Opportunity, 5 operations

create_opportunityCreate opportunityPOSTCreate an opportunity. Returns the new record in data.
delete_opportunityDelete opportunityDELETEDelete an opportunity by id (from list_opportunities) (soft delete: list calls with include-deleted still return it). Returns the deleted id in data.
get_opportunityGet opportunityGETGet one opportunity by id (from list_opportunities). expand pulls related records in, load-only picks fields.
list_opportunitiesList opportunitiesGETList opportunities (deals in a pipeline). Paged by cursor: first (up to 100, default 30), then after=page_info.end_cursor. Filter with filter[field] and filter-op[field]; expand relations; load-only to pick fields; order-by.
update_opportunityUpdate opportunityPATCHChange an opportunity. Send only the fields to change; leave the others out to keep them. id from list_opportunities.

Oppty product relation, 5 operations

create_opportunity_productCreate opportunity productPOSTCreate an opportunity product line item. Returns the new record in data.
delete_opportunity_productDelete opportunity productDELETEDelete an opportunity product line item by id (from list_opportunity_products) (soft delete: list calls with include-deleted still return it). Returns the deleted id in data.
get_opportunity_productGet opportunity productGETGet one opportunity product line item by id (from list_opportunity_products). expand pulls related records in, load-only picks fields.
list_opportunity_productsList opportunity productsGETList opportunity product line items (products on an opportunity, with quantity, price and discount). Cursor paged: first, then after=page_info.end_cursor; filter[field], expand, order-by.
update_opportunity_productUpdate opportunity productPATCHChange an opportunity product line item. Send only the fields to change; leave the others out to keep them. id from list_opportunity_products.

Product, 5 operations

create_productCreate productPOSTCreate a product. Returns the new record in data.
delete_productDelete productDELETEDelete a product by id (from list_products) (soft delete: list calls with include-deleted still return it). Returns the deleted id in data.
get_productGet productGETGet one product by id (from list_products). expand pulls related records in, load-only picks fields.
list_productsList productsGETList products. Paged by cursor: first (up to 100, default 30), then after=page_info.end_cursor. Filter with filter[field] and filter-op[field]; expand relations; load-only to pick fields; order-by.
update_productUpdate productPATCHChange a product. Send only the fields to change; leave the others out to keep them. id from list_products.

Project, 5 operations

create_projectCreate projectPOSTCreate a project. Returns the new record in data.
delete_projectDelete projectDELETEDelete a project by id (from list_projects) (soft delete: list calls with include-deleted still return it). Returns the deleted id in data.
get_projectGet projectGETGet one project by id (from list_projects). expand pulls related records in, load-only picks fields.
list_projectsList projectsGETList projects. Paged by cursor: first (up to 100, default 30), then after=page_info.end_cursor. Filter with filter[field] and filter-op[field]; expand relations; load-only to pick fields; order-by.
update_projectUpdate projectPATCHChange a project. Send only the fields to change; leave the others out to keep them. id from list_projects.

Quote, 5 operations

create_quoteCreate quotePOSTCreate a quote. Returns the new record in data.
delete_quoteDelete quoteDELETEDelete a quote by id (from list_quotes) (soft delete: list calls with include-deleted still return it). Returns the deleted id in data.
get_quoteGet quoteGETGet one quote by id (from list_quotes). expand pulls related records in, load-only picks fields.
list_quotesList quotesGETList quotes. Paged by cursor: first (up to 100, default 30), then after=page_info.end_cursor. Filter with filter[field] and filter-op[field]; expand relations; load-only to pick fields; order-by.
update_quoteUpdate quotePATCHChange a quote. Send only the fields to change; leave the others out to keep them. id from list_quotes.

Tag, 5 operations

create_tagCreate tagPOSTCreate a tag. Returns the new record in data.
delete_tagDelete tagDELETEDelete a tag by id (from list_tags) (soft delete: list calls with include-deleted still return it). Returns the deleted id in data.
get_tagGet tagGETGet one tag by id (from list_tags). expand pulls related records in, load-only picks fields.
list_tagsList tagsGETList tags (labels). Paged by cursor: first (up to 100, default 30), then after=page_info.end_cursor. Filter with filter[field] and filter-op[field]; expand relations; load-only to pick fields; order-by.
update_tagUpdate tagPATCHChange a tag. Send only the fields to change; leave the others out to keep them. id from list_tags.

Task, 5 operations

create_taskCreate taskPOSTCreate a task. Returns the new record in data.
delete_taskDelete taskDELETEDelete a task by id (from list_tasks) (soft delete: list calls with include-deleted still return it). Returns the deleted id in data.
get_taskGet taskGETGet one task by id (from list_tasks). expand pulls related records in, load-only picks fields.
list_tasksList tasksGETList tasks. Paged by cursor: first (up to 100, default 30), then after=page_info.end_cursor. Filter with filter[field] and filter-op[field]; expand relations; load-only to pick fields; order-by.
update_taskUpdate taskPATCHChange a task. Send only the fields to change; leave the others out to keep them. id from list_tasks.

Webhook, 5 operations

create_webhookCreate webhookPOSTSubscribe a URL to CRM events (for example Account.Create, Lead.Update): every matching change is POSTed there. Set signature (a UUID) to have deliveries signed; it is not returned.
delete_webhookDelete webhookDELETEDelete a webhook by id (from list_webhooks) (soft delete: list calls with include-deleted still return it). Returns the deleted id in data.
get_webhookGet webhookGETGet one webhook by id (from list_webhooks). expand pulls related records in, load-only picks fields.
list_webhooksList webhooksGETList webhooks (event subscriptions). Paged by cursor: first (up to 100, default 30), then after=page_info.end_cursor. Filter with filter[field] and filter-op[field]; expand relations; load-only to pick fields; order-by.
update_webhookUpdate webhookPATCHChange a webhook. Send only the fields to change; leave the others out to keep them. id from list_webhooks.

Contact account relation, 3 operations

create_contact_account_relationCreate contact account relationPOSTCreate a contact-account link. Returns the new record in data.
delete_contact_account_relationDelete contact account relationDELETEDelete a contact-account link by id (from list_contact_account_relations) (soft delete: list calls with include-deleted still return it). Returns the deleted id in data.
list_contact_account_relationsList contact account relationsGETList contact-account links (which accounts a contact belongs to). Paged by cursor: first (up to 100, default 30), then after=page_info.end_cursor. Filter with filter[field] and filter-op[field]; expand relations; load-only to pick fields; order-by.

Lead oppty contact relation, 3 operations

create_lead_oppty_contact_relationCreate lead oppty contact relationPOSTCreate a lead or opportunity contact link. Returns the new record in data.
delete_lead_oppty_contact_relationDelete lead oppty contact relationDELETEDelete a lead or opportunity contact link by id (from list_lead_oppty_contact_relations) (soft delete: list calls with include-deleted still return it). Returns the deleted id in data.
list_lead_oppty_contact_relationsList lead oppty contact relationsGETList lead or opportunity contact links (contacts linked to a lead or opportunity). Cursor paged: first, then after=page_info.end_cursor; filter[field], expand, order-by.

Tag relation, 3 operations

create_tag_relationCreate tag relationPOSTCreate a tag assignment. Returns the new record in data.
delete_tag_relationDelete tag relationDELETEDelete a tag assignment by id (from list_tag_relations) (soft delete: list calls with include-deleted still return it). Returns the deleted id in data.
list_tag_relationsList tag relationsGETList tag assignments (links between a tag and a record). Paged by cursor: first (up to 100, default 30), then after=page_info.end_cursor. Filter with filter[field] and filter-op[field]; expand relations; load-only to pick fields; order-by.

Activity, 2 operations

get_activityGet activityGETGet one activity by id (from list_activities). expand pulls related records in, load-only picks fields.
list_activitiesList activitiesGETList activities (tasks and appointments together). Paged by cursor: first (up to 100, default 30), then after=page_info.end_cursor. Filter with filter[field] and filter-op[field]; expand relations; load-only to pick fields; order-by.

Client, 2 operations

get_clientGet clientGETGet one user by id (from list_clients). expand pulls related records in, load-only picks fields.
list_clientsList clientsGETList users (CRM users, called clients). Paged by cursor: first (up to 100, default 30), then after=page_info.end_cursor. Filter with filter[field] and filter-op[field]; expand relations; load-only to pick fields; order-by.

Lead oppty, 2 operations

get_lead_opptyGet lead opptyGETGet one lead or opportunity by id (from list_lead_oppties). expand pulls related records in, load-only picks fields.
list_lead_opptiesList lead opptiesGETList leads and opportunities (leads and opportunities together). Paged by cursor: first (up to 100, default 30), then after=page_info.end_cursor. Filter with filter[field] and filter-op[field]; expand relations; load-only to pick fields; order-by.

Merge, 2 operations

merge_accountsMerge accountsPOSTMerge duplicate accounts into a master record: the master inherits their data and the duplicates are deleted. master is {"id": "<id>"}, secondary_ids the duplicates (ids from list_accounts).
merge_contactsMerge contactsPOSTMerge duplicate contacts into a master record: the master inherits their data and the duplicates are deleted. master is {"id": "<id>"}, secondary_ids the duplicates (ids from list_contacts).

Pipeline, 2 operations

get_pipelineGet pipelineGETGet one pipeline by id (from list_pipelines). expand pulls related records in, load-only picks fields.
list_pipelinesList pipelinesGETList pipelines (sales processes). Paged by cursor: first (up to 100, default 30), then after=page_info.end_cursor. Filter with filter[field] and filter-op[field]; expand relations; load-only to pick fields; order-by.

Product category, 2 operations

get_product_categoryGet product categoryGETGet one product category by id (from list_product_categories). expand pulls related records in, load-only picks fields.
list_product_categoriesList product categoriesGETList product categories. Paged by cursor: first (up to 100, default 30), then after=page_info.end_cursor. Filter with filter[field] and filter-op[field]; expand relations; load-only to pick fields; order-by.

Sales unit, 2 operations

get_sales_unitGet sales unitGETGet one sales unit by id (from list_sales_units). expand pulls related records in, load-only picks fields.
list_sales_unitsList sales unitsGETList sales units (teams). Paged by cursor: first (up to 100, default 30), then after=page_info.end_cursor. Filter with filter[field] and filter-op[field]; expand relations; load-only to pick fields; order-by.

Step, 2 operations

get_stepGet stepGETGet one pipeline step by id (from list_steps). expand pulls related records in, load-only picks fields.
list_stepsList stepsGETList pipeline steps (stages of a pipeline). Paged by cursor: first (up to 100, default 30), then after=page_info.end_cursor. Filter with filter[field] and filter-op[field]; expand relations; load-only to pick fields; order-by.

Account type, 1 operation

list_account_typesList account typesGETList account types. Paged by cursor: first (up to 100, default 30), then after=page_info.end_cursor. Filter with filter[field] and filter-op[field]; expand relations; load-only to pick fields; order-by.

Appointment type, 1 operation

list_appointment_typesList appointment typesGETList appointment types. Paged by cursor: first (up to 100, default 30), then after=page_info.end_cursor. Filter with filter[field] and filter-op[field]; expand relations; load-only to pick fields; order-by.

Contact type, 1 operation

list_contact_typesList contact typesGETList contact types. Paged by cursor: first (up to 100, default 30), then after=page_info.end_cursor. Filter with filter[field] and filter-op[field]; expand relations; load-only to pick fields; order-by.

Currency, 1 operation

list_currenciesList currenciesGETList currencies. Paged by cursor: first (up to 100, default 30), then after=page_info.end_cursor. Filter with filter[field] and filter-op[field]; expand relations; load-only to pick fields; order-by.

Field, 1 operation

list_fieldsList fieldsGETList field definitions (standard and custom fields of every entity). Cursor paged: first, then after=page_info.end_cursor; filter[field], expand, order-by.

Lead type, 1 operation

list_lead_typesList lead typesGETList lead types. Paged by cursor: first (up to 100, default 30), then after=page_info.end_cursor. Filter with filter[field] and filter-op[field]; expand relations; load-only to pick fields; order-by.

Opportunity type, 1 operation

list_opportunity_typesList opportunity typesGETList opportunity types. Paged by cursor: first (up to 100, default 30), then after=page_info.end_cursor. Filter with filter[field] and filter-op[field]; expand relations; load-only to pick fields; order-by.

Task type, 1 operation

list_task_typesList task typesGETList task types. Paged by cursor: first (up to 100, default 30), then after=page_info.end_cursor. Filter with filter[field] and filter-op[field]; expand relations; load-only to pick fields; order-by.

Use Pipeliner CRM from Claude Code, Cursor or Codex

Connect Pipeliner CRM in LiveContext, create an API key in Settings, then add the LiveContext MCP server to your client. Its Pipeliner 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 Pipeliner CRM

Create your workspace
Sign up free. Nothing to install.
Connect Pipeliner CRM once
Add your Pipeliner 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.