Connect Pipeline Crm to AI agents

Connect Pipeline Crm to Claude, Codex, Cursor, or other AI agents for your entire team. Metorial security, governance, observability, and gives your team a unified Magic MCP url to connect.

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Supported Tools

Tools22Triggers4

update_person

Update Person

Update an existing person (contact) in Pipeline CRM. Any provided fields will be updated; omitted fields remain unchanged.

list_people

List People

List and search people (contacts) in Pipeline CRM with optional filtering. Supports filtering by name and sorting. Returns paginated results.

create_person

Create Person

Create a new person (contact) in Pipeline CRM. People can be associated with companies and assigned to users. If a company name is provided and matches an existing company, the person is linked to it; otherwise a new company is created.

create_note

Create Note

Add a note to a deal, person, or company in Pipeline CRM. Notes can be categorized (e.g., Phone Call, SMS) and include free-text content. At least one association (deal, person, or company) should be provided.

delete_company

Delete Company

Permanently delete a company from Pipeline CRM. This action cannot be undone.

create_company

Create Company

Create a new company record in Pipeline CRM. Companies serve as organizational entities that people and deals can be linked to.

get_person

Get Person

Retrieve detailed information about a specific person (contact) by their ID, including associated company, custom fields, and social media profiles.

list_companies

List Companies

List and search companies in Pipeline CRM with optional filtering. Returns paginated results.

list_users

List Users

Retrieve all users in the Pipeline CRM account. Useful for finding user IDs to assign as owners for deals, people, and companies.

list_deals

List Deals

List and search deals in Pipeline CRM with optional filtering. Supports filtering by deal name, value range, and sorting. Returns paginated results.

list_notes

List Notes

List notes in Pipeline CRM. Can list all notes or filter by association (deal, person, or company). Returns paginated results.

list_custom_field_labels

List Custom Field Labels

Retrieve custom field label definitions for a given resource type (deal, person, or company). Returns field IDs, names, and types needed to read/write custom field values on records.

delete_person

Delete Person

Permanently delete a person (contact) from Pipeline CRM. This action cannot be undone.

create_calendar_entry

Create Calendar Entry

Create a calendar event or task in Pipeline CRM. Events have start/end times, while tasks have due dates. Entries can be associated with a deal, person, or company.

update_company

Update Company

Update an existing company in Pipeline CRM. Any provided fields will be updated; omitted fields remain unchanged.

get_deal

Get Deal

Retrieve detailed information about a specific deal by its ID, including associated people, company, custom fields, and stage information.

list_deal_stages

List Deal Stages

Retrieve all deal pipeline stages configured in Pipeline CRM. Useful for finding stage IDs when creating or updating deals.

update_deal

Update Deal

Update an existing deal in Pipeline CRM. Any provided fields will be updated; omitted fields remain unchanged. Supports updating core properties, associations, and custom fields.

list_calendar_entries

List Calendar Entries

List calendar events and tasks in Pipeline CRM. Returns paginated results with optional sorting.

delete_deal

Delete Deal

Permanently delete a deal from Pipeline CRM. This action cannot be undone.

get_company

Get Company

Retrieve detailed information about a specific company by its ID, including custom fields and associated metadata.

create_deal

Create Deal

Create a new deal (sales opportunity) in Pipeline CRM. Deals can be associated with people and companies, assigned to users, and placed in specific pipeline stages. If a company name is provided and no matching company exists, a new company will be created automatically.

More integrations teams use with Pipeline Crm

Hubspot

Create, read, update, and delete CRM objects including contacts, companies, deals, tickets, and custom objects. Manage associations between CRM records. Track engagements such as calls, emails, meetings, notes, and tasks. Send transactional and marketing emails, manage campaigns, and handle subscription preferences. Build and manage marketing workflows, sequences, and automation actions. Manage CMS content including blog posts, landing pages, and HubDB tables. Handle commerce data including products, orders, invoices, quotes, and payments. Create and manage contact lists for segmentation. Configure deal, ticket, and order pipelines with custom stages. Search and filter CRM records. Bulk import and export CRM data. Manage users, teams, and account settings. Subscribe to webhooks for real-time notifications on object creation, deletion, property changes, merges, and association changes.

Salesforce

Manage CRM data including Accounts, Contacts, Leads, Opportunities, Cases, and custom objects. Create, read, update, and delete records. Query data using SOQL and search across objects using SOSL. Perform bulk data operations for large-scale imports, exports, and migrations. Execute composite requests to batch multiple operations in a single API call. Access analytics, reports, and dashboards. Manage files and attachments associated with records. Interact with Chatter feeds, posts, and groups for social collaboration. Subscribe to real-time change events via Change Data Capture and Platform Events. Manage org metadata including custom objects, fields, layouts, and workflows. Query data using GraphQL for precise data retrieval across related objects.

Apolloio

Search and prospect B2B contacts and companies from a database of over 275 million people and 70 million organizations. Enrich people and company data with emails, phone numbers, and firmographic details. Create and manage contacts, accounts, deals, and tasks. Add contacts to email sequences and manage sequence statuses. Log and search call records. Perform bulk operations for contact creation, account creation, task creation, and data enrichment.

Attio

Manage a customizable CRM workspace including records, lists, notes, tasks, and comments. Create, read, update, delete, and search records across standard and custom objects (people, companies, deals). Upsert records using unique attributes to avoid duplicates. Organize records into lists (e.g., sales pipelines) and manage list entries. Create and manage notes attached to records, assign and complete tasks, and handle threaded comments. Configure the data model by defining custom objects and attributes. Access workspace member information, meeting data, and call recording transcripts. Subscribe to real-time webhook events for records, lists, notes, tasks, comments, and more.

Dataforseo

Retrieve practical DataForSEO API v3 data for SEO, SEM, ecommerce, business listings, Google Play apps, content analysis, and AI optimization. Supports Google/Bing/Yahoo/YouTube organic SERP live search, Google Ads keyword metrics, DataForSEO Labs keyword and domain intelligence, backlinks, OnPage audits and results, domain analytics, Google Shopping and Amazon Merchant tasks, Business Listings and Google Reviews, Google Play App Data tasks, and AI keyword, LLM mentions, and live LLM response benchmarking.

Item

Manage people, companies, and custom objects in item. Query shared views, inspect schema, batch upsert records, list users, and trigger webhook-based skills.

Technical notes for Pipeline Crm

Manage sales deals, contacts, companies, and activities in Pipeline CRM. Create, update, and search deals with associated values, stages, and currencies. Add and manage person and company records with duplicate detection and automatic company linking. Create calendar events and tasks associated with deals, people, or companies. Add categorized notes to CRM records. Read and write custom fields for companies, deals, and people. Capture leads from website forms via Web-to-Leads. Retrieve user information and assign owners to records.

Connect Pipeline Crm to production AI agents

See how Metorial gives Pipeline Crm access the governance, tracing, and security controls teams need.

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Frequently asked questions

Common questions about connecting Pipeline Crm to AI agents with Metorial.

  1. Can Metorial connect Pipeline Crm to AI agents?
    Yes. Metorial connects AI agents to Pipeline Crm through a governed integration layer, so teams can use the provider while keeping access controlled and observable.
  2. Metorial is MCP compatible and lets teams expose approved provider tools to MCP-capable agents and clients through a controlled access layer.
  3. Metorial applies policies across users, groups, providers, agents, and individual tools, then records the context around every agent interaction.
  4. Yes. Metorial records provider activity so teams can inspect tool calls, troubleshoot integrations, and give security teams the visibility they need.