# Pipeline CRM MCP - Tools, Setup and Examples | FlyMy.AI

> Pipeline CRM MCP for Claude, Cursor and Codex. Contacts and deals, with 15 actions. Your API key. See setup, examples and pricing.

Page: https://flymy.ai/mcp/pipeline-crm/

MCP / CRM and sales

# Pipeline CRM MCP: contacts and deals

Pipeline CRM is a sales-focused customer relationship management tool designed to help teams track leads, manage deals, and streamline workflows. Connect it to Claude, Codex, Cursor or any MCP client through one FlyMy.AI MCP.

[Connect Pipeline CRM](https://flymy.ai/mcp/pipeline-crm/#connect) [What it can do](https://flymy.ai/mcp/pipeline-crm/#actions)

Your own API key, 15 actions, CRM and sales

$ YOUR NEXT RUN

Claude Code, Codex, Cursor, Any agent

## Use Pipeline CRM MCP in your assistant

Paste this prompt into Claude Code, Codex, Cursor or any agent. It reads the guide and helps you connect.

```
Read https://flymy.ai/skill.md and https://flymy.ai/mcp/pipeline-crm.md. Help me connect Pipeline CRM MCP to this assistant. Then help me run this task: Use Pipeline CRM to delete company. Ask me for the required inputs first and show the result.
```

[Open FlyMy.AI](https://app.flymy.ai/new-agent) [Download brief](https://flymy.ai/mcp/pipeline-crm.md)

## What Pipeline CRM MCP can do

15 actions in the FlyMy.AI catalog, the most used first. Your agent finds them through search_tools and calls the one the task needs.

| Action | What it does |
|---|---|
| [#](https://flymy.ai/mcp/pipeline-crm/#method-PIPELINE_CRM_DELETE_COMPANY) `PIPELINE_CRM_DELETE_COMPANY` | Delete a company by id in pipeline crm. |
| [#](https://flymy.ai/mcp/pipeline-crm/#method-PIPELINE_CRM_DELETE_DEAL) `PIPELINE_CRM_DELETE_DEAL` | Delete a deal by id. |
| [#](https://flymy.ai/mcp/pipeline-crm/#method-PIPELINE_CRM_GET_COMPANY) `PIPELINE_CRM_GET_COMPANY` | Retrieve details for a specific company by id. |
| [#](https://flymy.ai/mcp/pipeline-crm/#method-PIPELINE_CRM_GET_DEAL) `PIPELINE_CRM_GET_DEAL` | Retrieve details for a specific deal by id in pipeline crm. |
| [#](https://flymy.ai/mcp/pipeline-crm/#method-PIPELINE_CRM_GET_STAGE) `PIPELINE_CRM_GET_STAGE` | Retrieve details for a specific stage by id in pipeline crm. |
| [#](https://flymy.ai/mcp/pipeline-crm/#method-PIPELINE_CRM_GET_TASK) `PIPELINE_CRM_GET_TASK` | Retrieve details for a specific task by id in pipeline crm. |
| [#](https://flymy.ai/mcp/pipeline-crm/#method-PIPELINE_CRM_LIST_COMPANIES) `PIPELINE_CRM_LIST_COMPANIES` | List companies in pipeline crm. |
| [#](https://flymy.ai/mcp/pipeline-crm/#method-PIPELINE_CRM_LIST_LEADS) `PIPELINE_CRM_LIST_LEADS` | List leads in pipeline crm. |
| [#](https://flymy.ai/mcp/pipeline-crm/#method-PIPELINE_CRM_LIST_STAGES) `PIPELINE_CRM_LIST_STAGES` | List deal stages. |
| [#](https://flymy.ai/mcp/pipeline-crm/#method-PIPELINE_CRM_LIST_TASKS) `PIPELINE_CRM_LIST_TASKS` | List calendar tasks. |
| [#](https://flymy.ai/mcp/pipeline-crm/#method-PIPELINE_CRM_LIST_USERS) `PIPELINE_CRM_LIST_USERS` | List users in pipeline crm. |
| [#](https://flymy.ai/mcp/pipeline-crm/#method-PIPELINE_CRM_PIPELINE_CRM_CREATE_COMPANY) `PIPELINE_CRM_PIPELINE_CRM_CREATE_COMPANY` | Create a new company in pipeline crm. |

**Show all 15 actions**

| Action | What it does |
|---|---|
| [#](https://flymy.ai/mcp/pipeline-crm/#method-PIPELINE_CRM_PIPELINE_CRM_CREATE_DEAL) `PIPELINE_CRM_PIPELINE_CRM_CREATE_DEAL` | Create a new deal in pipeline crm. |
| [#](https://flymy.ai/mcp/pipeline-crm/#method-PIPELINE_CRM_PIPELINE_CRM_PIPELINE_CRM_DELETE_TASK) `PIPELINE_CRM_PIPELINE_CRM_PIPELINE_CRM_DELETE_TASK` | Delete a calendar task by id. |
| [#](https://flymy.ai/mcp/pipeline-crm/#method-PIPELINE_CRM_UPDATE_COMPANY) `PIPELINE_CRM_UPDATE_COMPANY` | Update an existing company by id in pipeline crm. |

## Ask your agent

Requests to paste as they are. Each one runs on the actions named under it.

**“Use Pipeline CRM to delete company. Ask me for the required inputs first and show the result.”** uses `PIPELINE_CRM_DELETE_COMPANY`

**“Use Pipeline CRM to delete deal. Ask me for the required inputs first and show the result.”** uses `PIPELINE_CRM_DELETE_DEAL`

**“Use Pipeline CRM to get company. Ask me for the required inputs first and show the result.”** uses `PIPELINE_CRM_GET_COMPANY`

## Connect Pipeline CRM in a minute

One MCP for every integration. Add it once, then every MCP in the catalog is a request away.

1. 01 ### Add FlyMy.AI Add the FlyMy.AI MCP to your assistant with one of the commands below and sign in. No key to copy.
2. 02 ### Add your Pipeline CRM credentials Paste them into the Pipeline CRM [connection settings](https://app.flymy.ai/mcp-configs#pipeline_crm) once; they stay with FlyMy.AI, never in a prompt or a chat.
  - **API Key** - The API Key associated with your Pipeline CRM account. [Get API key →](https://help.pipelinecrm.com/article/184-pipelinedeals-api)
  - **App Key** - The App Key associated with your Pipeline CRM application. [Get API key →](https://help.pipelinecrm.com/article/184-pipelinedeals-api)
3. 03 ### Ask Paste a request from this page. Every run shows what it cost.

Claude Code

```
claude mcp add --transport http flymyai https://mcp-agents.flymy.ai/mcp
```

Then run /mcp in Claude Code and sign in.

Codex

```
codex mcp add flymy --url https://mcp-agents.flymy.ai/mcp
```

Then run codex mcp login flymy to sign in.

claude.ai and Claude Desktop

```
https://mcp-agents.flymy.ai/mcp
```

Settings, Connectors, Add custom connector: paste this URL.

## Pay per run

FlyMy.AI bills the run: the model and the tool's seconds. Calls go to your own Pipeline CRM account, under its plan and limits. No seats and no minimum.

[See usage pricing →](https://flymy.ai/pricing/)

## More CRM and sales MCPs

Contacts, companies, deals and prospecting.

### HubSpot

HubSpot contacts/deals/tasks

22 actions / your API key

Link: https://flymy.ai/mcp/hubspot/

### Apollo hosted MCP

Apollo.io people/companies search & enrich

57 actions / sign in

Link: https://flymy.ai/mcp/apollo-mcp/

### Acculynx

AccuLynx is the leading, all-in-one roofing software designed to streamline every aspect of a roofing business

8 actions / your API key

Link: https://flymy.ai/mcp/acculynx/

### ActiveCampaign

ActiveCampaign CRM and marketing automation: contacts, lists, tags, custom fields, deals, pipelines and automations

47 actions / your API key

Link: https://flymy.ai/mcp/activecampaign/

### Aeroleads

AeroLeads is a B2B lead generation platform that helps users find business emails and phone numbers of prospects

1 action / your API key

Link: https://flymy.ai/mcp/aeroleads/

### Affinity

Affinity relationship CRM: persons, organizations, opportunities, lists, fields, notes, interactions

14 actions / your API key

Link: https://flymy.ai/mcp/affinity/

## Go to the source

[Pipeline CRM in the docs →](https://docs.flymy.ai/mcp/apps/pipeline_crm), [Pipeline CRM connection settings →](https://app.flymy.ai/mcp-configs#pipeline_crm), [Pipeline CRM website →](https://pipelinecrm.com/), [Every MCP in the catalog →](https://flymy.ai/mcp/#catalog), [Usage pricing →](https://flymy.ai/pricing/)

From the FlyMy.AI platform catalog of 2026-11-03: name, description, actions and setup as the platform lists them. Examples are requests to paste, not recorded runs.

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For agents: the FlyMyAI operating guide (sign up, connect, run models, tools and agents) is https://flymy.ai/skill.md, and https://flymy.ai/llms.txt lists the other pages and the documentation.
