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Pipeliner

Pipeliner is a CRM platform designed to manage sales processes, enhance customer relationships, and improve sales team productivity. Use it to track sales activities, manage contacts, and analyze sales performance.

This Pipeliner MCP server is compatible with any MCP client including Claude Desktop, Cursor, and other Model Context Protocol implementations.

Customer Relations

FIELDS

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Tools From This Provider (24)

Pipeliner List Accounts

Retrieve a comprehensive list of all customer accounts in your Pipeliner CRM. Use this tool to manage and analyze account data across your sales processes. Returns details such as account name,...

Pipeliner List Activities

Fetch all sales activities recorded in your Pipeliner CRM, including calls, meetings, and follow-ups. Perfect for tracking team productivity and ensuring timely customer engagements. It returns...

Pipeliner List Clients

Compile a complete list of clients managed in your Pipeliner CRM. This tool is ideal for evaluating client relationships and engagement history. It provides client names, contact information, and...

Pipeliner List Cloud Objects

List cloud-based objects utilized in your CRM environment for seamless integration management. Essential when maintaining connections between CRM data and external cloud applications. Outputs include...

Pipeliner List Contacts

Access the full roster of contacts stored within your CRM system to streamline communication efforts. Use it to ensure up-to-date contact records for direct outreach and relationship management....

Pipeliner List Data

Retrieve an array of data records applicable to different components within Pipeliner CRM. Best used when a wide dataset overview is needed for analytics and reporting purposes. It returns structured...

Pipeliner List Entities

Obtain a list of various entities such as leads, opportunities, and others within your Pipeliner CRM. Useful for a holistic view of all business elements at a glance. Entities are documented...

Pipeliner List Entity Fitnesses

Obtain a list of entity fitness scores to assess how well entities align with your sales goals. Use this for prioritizing efforts on high-fitness leads or opportunities. Returns fitness information...

Pipeliner List Entity Scorings

Retrieve a list of entity scorings within your CRM. Use this when you need to evaluate and prioritize leads or deals based on scoring criteria. Returns detailed scoring information, which can guide...

Pipeliner List Fields

Retrieve details of all custom and standard fields configured in your Pipeliner CRM. Use it during CRM customization or audits to ensure field data consistency. Returns field names, types, and...

Pipeliner List Forecasts

Generate a list of sales forecasts from your Pipeliner CRM to track projected revenue and goal progress. Ideal for strategic planning and performance review. Provides forecast figures and details...

Pipeliner List Form Views

Access the list of form layouts and views within your CRM, coordinating data capture and entry processes. Useful for evaluating and optimizing form usability and effectiveness. Outputs include form...

Pipeliner List Lead Oppties

Get a list of lead opportunities, helping you to track the progress of potential conversions. Suitable for analyzing which leads are most likely to become opportunities. Provides information on each...

Pipeliner List Leads

Access a comprehensive list of all leads in your Pipeliner CRM. Ideal for tracking potential sales prospects and updating your sales pipeline. Returns lead details such as contact information and...

Pipeliner List Memos

Fetch all memos recorded in your CRM for better note management and historical reference. Use when you need to review past communications or meeting notes associated with contacts. Returns memo...

Pipeliner List Notes

Retrieve all notes associated with your CRM records. Useful for keeping track of important annotations and ensuring team alignment. Returns note details, including creation date and associated...

Pipeliner List Oppty Product Relations

Fetch relationships between opportunities and associated products. Ideal for understanding product-specific sales performance. Returns details on which products are linked to specific opportunities....

Pipeliner List Pipelines

List all sales pipelines within your CRM, enabling you to evaluate and manage different sales processes. Suitable for overseeing pipeline statuses and distribution of deals across stages. Returns...

Pipeliner List Products

Retrieve a comprehensive list of products from your CRM. Use this when managing inventory or linking products to sales opportunities. Returns product attributes such as names, prices, and...

Pipeliner List Profiles

Access a list of user profiles in your CRM to manage user roles and permissions. This is crucial for maintaining accurate user access and responsibilities. Returns detailed profile information, such...

Pipeliner List Quotes

Retrieve a collection of sales quotes from your Pipeliner CRM. Use this tool when you need to review or analyze current and past sales quotations for context and decision-making. It returns detailed...

Pipeliner List Reports

Access a list of generated reports within your Pipeliner CRM account. Use this feature to obtain insights through various report types tailored to sales performance and pipeline analysis. It returns...

Pipeliner List Steps

List all process steps within your sales pipeline in Pipeliner CRM. This is useful when evaluating the progress or setup of your current sales processes or workflows. It returns detailed information...

Pipeliner List Tags

Retrieve a list of all tags used within your Pipeliner CRM system. Employ this tool to organize, filter, and categorize contacts, accounts, and opportunities effectively. It returns tag information...

Related Bundles (1)

Pipeliner Tools

Customer Relations

Pipeliner is a CRM platform designed to manage sales processes, enhance customer relationships, and improve sales team productivity. Use it to track sales activities, manage contacts, and analyze...

Provider Information

CategoryCustomer Relations

Auth TypeFIELDS

AddedOctober 29, 2025

UpdatedNovember 3, 2025

Used By Tools

24

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