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Pipeline CRM MCP by usefulapi

by usefulapi.io · remote · no sign-in to list tools · v1.3.3 · published by io.usefulapi

Manage Pipeline CRM deals, people, companies, notes and calendar entries.

Deletes · 9
CompareRegistry entry

30 tools: 9 can delete or cancel things and 21 only read.

Scanned Oct 21, 2026

1 check matched something in the tool definitions. No finding is not a safety guarantee. How the checks work.

claude mcp add --transport http pipeline-crm https://pipeline-crm.usefulapi.io/mcp

Findings

Matches of fixed checks, with the text they matched.

1 info

Tools

Open a tool for its reasons and full description. Descriptions are the publisher's own words, shown as they are.

30 tools

Deletes or cancels 9Claude Code: deny
  • pipelinecrm_add_noteWRITE: log a note (activity) on a deal, person or company.No findings

    Why it is in this group

    • The name "pipelinecrm_add_note" says "add": a word for a change.
    • The server marks it destructive (destructiveHint: true).
    Description, as the server wrote it
    WRITE: log a note (activity) on a deal, person or company. Pass at least one of deal_id, person_id, company_id. POST /notes.

    Annotations the server declares

    • title: Add note
    • readOnlyHint: false
    • destructiveHint: true
    • idempotentHint: false
    • openWorldHint: true
  • pipelinecrm_create_calendar_entryWRITE: create a task (CalendarTask, optional due date) or an event (CalendarEvent, start_time and end_time required), optionally tied to a deal, person or company.No findings

    Why it is in this group

    • The name "pipelinecrm_create_calendar_entry" says "create": a word for a change.
    • The server marks it destructive (destructiveHint: true).
    Description, as the server wrote it
    WRITE: create a task (CalendarTask, optional due date) or an event (CalendarEvent, start_time and end_time required), optionally tied to a deal, person or company. POST /calendar_entries.

    Annotations the server declares

    • title: Create task or event
    • readOnlyHint: false
    • destructiveHint: true
    • idempotentHint: false
    • openWorldHint: true
  • pipelinecrm_create_companyWRITE: create a company.No findings

    Why it is in this group

    • The name "pipelinecrm_create_company" says "create": a word for a change.
    • The server marks it destructive (destructiveHint: true).
    Description, as the server wrote it
    WRITE: create a company. POST /companies.

    Annotations the server declares

    • title: Create company
    • readOnlyHint: false
    • destructiveHint: true
    • idempotentHint: false
    • openWorldHint: true
  • pipelinecrm_create_dealWRITE: create a deal.No findings

    Why it is in this group

    • The name "pipelinecrm_create_deal" says "create": a word for a change.
    • The server marks it destructive (destructiveHint: true).
    Description, as the server wrote it
    WRITE: create a deal. Give the owner (user id), stage id, value, expected close date and company or primary contact when known; a new company is created from company_name if no company_id is given. No email is sent to the owner. POST /deals.

    Annotations the server declares

    • title: Create deal
    • readOnlyHint: false
    • destructiveHint: true
    • idempotentHint: false
    • openWorldHint: true
  • pipelinecrm_create_personWRITE: create a lead or contact.No findings

    Why it is in this group

    • The name "pipelinecrm_create_person" says "create": a word for a change.
    • The server marks it destructive (destructiveHint: true).
    Description, as the server wrote it
    WRITE: create a lead or contact. Pass at least a first or last name or an email. No email is sent to the owner. POST /people.

    Annotations the server declares

    • title: Create person
    • readOnlyHint: false
    • destructiveHint: true
    • idempotentHint: false
    • openWorldHint: true
  • pipelinecrm_update_calendar_entryWRITE: change a task or event; only the fields you pass change.No findings

    Why it is in this group

    • The name "pipelinecrm_update_calendar_entry" says "update": a word for a change.
    • The server marks it destructive (destructiveHint: true).
    Description, as the server wrote it
    WRITE: change a task or event; only the fields you pass change. Pass complete: true to mark a task done. PUT /calendar_entries/{id}.

    Annotations the server declares

    • title: Update task or event
    • readOnlyHint: false
    • destructiveHint: true
    • idempotentHint: true
    • openWorldHint: true
  • pipelinecrm_update_companyWRITE: change fields of a company; only the fields you pass change.No findings

    Why it is in this group

    • The name "pipelinecrm_update_company" says "update": a word for a change.
    • The server marks it destructive (destructiveHint: true).
    Description, as the server wrote it
    WRITE: change fields of a company; only the fields you pass change. PUT /companies/{id}.

    Annotations the server declares

    • title: Update company
    • readOnlyHint: false
    • destructiveHint: true
    • idempotentHint: true
    • openWorldHint: true
  • pipelinecrm_update_dealWRITE: change fields of a deal; only the fields you pass change.No findings

    Why it is in this group

    • The name "pipelinecrm_update_deal" says "update": a word for a change.
    • The server marks it destructive (destructiveHint: true).
    Description, as the server wrote it
    WRITE: change fields of a deal; only the fields you pass change. Move it to another stage with stage_id. Setting probability to 100 or 0 closes the deal as won or lost; give won/loss reason ids when you do. Archive with archived: true. No email is sent to a new owner. PUT /deals/{id}.

    Annotations the server declares

    • title: Update deal
    • readOnlyHint: false
    • destructiveHint: true
    • idempotentHint: true
    • openWorldHint: true
  • pipelinecrm_update_personWRITE: change fields of a person; only the fields you pass change.No findings

    Why it is in this group

    • The name "pipelinecrm_update_person" says "update": a word for a change.
    • The server marks it destructive (destructiveHint: true).
    Description, as the server wrote it
    WRITE: change fields of a person; only the fields you pass change. Pass type Contact to convert a lead. PUT /people/{id}.

    Annotations the server declares

    • title: Update person
    • readOnlyHint: false
    • destructiveHint: true
    • idempotentHint: true
    • openWorldHint: true
Only reads 21Claude Code: allow
  • pipelinecrm_deal_totals_by_stageCount and total value of the deals visible to the user in every deal stage: the pipeline summary.No findings

    Why it is in this group

    • The description's first verb is "count": a word for reading.
    Description, as the server wrote it
    Count and total value of the deals visible to the user in every deal stage: the pipeline summary. GET /deals/totals_by_stage.

    Annotations the server declares

    • title: Deal totals by stage
    • readOnlyHint: true
    • destructiveHint: false
    • openWorldHint: true
  • pipelinecrm_get_calendar_entryOne calendar entry (task or event) by id.No findings

    Why it is in this group

    • The name "pipelinecrm_get_calendar_entry" says "get": a word for reading.
    Description, as the server wrote it
    One calendar entry (task or event) by id. GET /calendar_entries/{id}.

    Annotations the server declares

    • title: Get task or event
    • readOnlyHint: true
    • destructiveHint: false
    • openWorldHint: true
  • pipelinecrm_get_companyOne company by id with address, phones, website, owner, tags and custom fields.No findings

    Why it is in this group

    • The name "pipelinecrm_get_company" says "get": a word for reading.
    Description, as the server wrote it
    One company by id with address, phones, website, owner, tags and custom fields. GET /companies/{id}.

    Annotations the server declares

    • title: Get company
    • readOnlyHint: true
    • destructiveHint: false
    • openWorldHint: true
  • pipelinecrm_get_dealOne deal by id with owner, company, people, stage, status, loss/won reasons, tags, custom fields and the next task.No findings

    Why it is in this group

    • The name "pipelinecrm_get_deal" says "get": a word for reading.
    Description, as the server wrote it
    One deal by id with owner, company, people, stage, status, loss/won reasons, tags, custom fields and the next task. GET /deals/{id}.

    Annotations the server declares

    • title: Get deal
    • readOnlyHint: true
    • destructiveHint: false
    • openWorldHint: true
  • pipelinecrm_get_noteOne note (activity) by id with its content, author, category, associations and comments.No findings

    Why it is in this group

    • The name "pipelinecrm_get_note" says "get": a word for reading.
    Description, as the server wrote it
    One note (activity) by id with its content, author, category, associations and comments. GET /notes/{id}.

    Annotations the server declares

    • title: Get note
    • readOnlyHint: true
    • destructiveHint: false
    • openWorldHint: true
  • pipelinecrm_get_personOne person (lead or contact) by id with all contact details, company, owner, tags and custom fields.No findings

    Why it is in this group

    • The name "pipelinecrm_get_person" says "get": a word for reading.
    Description, as the server wrote it
    One person (lead or contact) by id with all contact details, company, owner, tags and custom fields. GET /people/{id}.

    Annotations the server declares

    • title: Get person
    • readOnlyHint: true
    • destructiveHint: false
    • openWorldHint: true
  • pipelinecrm_get_profileThe Pipeline CRM user this credential acts as: id, name and whether they are an account admin.1 finding

    Why it is in this group

    • The name "pipelinecrm_get_profile" says "get": a word for reading.

    Findings

    • Info

      The description mentions "credential".

      Matched text

      description: "The Pipeline CRM user this credential acts as: id, name and whether they are..."

      What this check looks for
    Description, as the server wrote it
    The Pipeline CRM user this credential acts as: id, name and whether they are an account admin. The user's api_key is never returned. GET /profile.

    Annotations the server declares

    • title: Get my profile
    • readOnlyHint: true
    • destructiveHint: false
    • openWorldHint: true
  • pipelinecrm_get_userOne user of the account by id.No findings

    Why it is in this group

    • The name "pipelinecrm_get_user" says "get": a word for reading.
    Description, as the server wrote it
    One user of the account by id. The user's api_key is never returned. GET /users/{id}.

    Annotations the server declares

    • title: Get user
    • readOnlyHint: true
    • destructiveHint: false
    • openWorldHint: true
  • pipelinecrm_list_calendar_entriesList calendar entries: tasks (a due date) and events (a start and end time) tied to deals, people or companies.No findings

    Why it is in this group

    • The name "pipelinecrm_list_calendar_entries" says "list": a word for reading.
    Description, as the server wrote it
    List calendar entries: tasks (a due date) and events (a start and end time) tied to deals, people or companies. Filter by kind, owner, a date range, and completed, incomplete or late. GET /calendar_entries.

    Annotations the server declares

    • title: List tasks and events
    • readOnlyHint: true
    • destructiveHint: false
    • openWorldHint: true
  • pipelinecrm_list_companiesList or search companies with address, website, phones, owner, tags and pipeline totals.No findings

    Why it is in this group

    • The name "pipelinecrm_list_companies" says "list": a word for reading.
    Description, as the server wrote it
    List or search companies with address, website, phones, owner, tags and pipeline totals. GET /companies.

    Annotations the server declares

    • title: List companies
    • readOnlyHint: true
    • destructiveHint: false
    • openWorldHint: true
  • pipelinecrm_list_company_peopleList the people (leads and contacts) who work at one company.No findings

    Why it is in this group

    • The name "pipelinecrm_list_company_people" says "list": a word for reading.
    Description, as the server wrote it
    List the people (leads and contacts) who work at one company. GET /companies/{id}/people.

    Annotations the server declares

    • title: List people at a company
    • readOnlyHint: true
    • destructiveHint: false
    • openWorldHint: true
  • pipelinecrm_list_deal_notesList the notes (activities) logged on one deal, with author, category and content.No findings

    Why it is in this group

    • The name "pipelinecrm_list_deal_notes" says "list": a word for reading.
    Description, as the server wrote it
    List the notes (activities) logged on one deal, with author, category and content. GET /deals/{id}/notes.

    Annotations the server declares

    • title: List notes on a deal
    • readOnlyHint: true
    • destructiveHint: false
    • openWorldHint: true
  • pipelinecrm_list_deal_pipelinesList the deal pipelines (each has its own stages) with id, name and which one is the default.No findings

    Why it is in this group

    • The name "pipelinecrm_list_deal_pipelines" says "list": a word for reading.
    Description, as the server wrote it
    List the deal pipelines (each has its own stages) with id, name and which one is the default. GET /admin/deal_pipelines.

    Annotations the server declares

    • title: List deal pipelines
    • readOnlyHint: true
    • destructiveHint: false
    • openWorldHint: true
  • pipelinecrm_list_deal_stagesList the deal stages with id, name, default win probability and the pipeline each belongs to.No findings

    Why it is in this group

    • The name "pipelinecrm_list_deal_stages" says "list": a word for reading.
    Description, as the server wrote it
    List the deal stages with id, name, default win probability and the pipeline each belongs to. Use the ids to filter or move deals. GET /admin/deal_stages.

    Annotations the server declares

    • title: List deal stages
    • readOnlyHint: true
    • destructiveHint: false
    • openWorldHint: true
  • pipelinecrm_list_dealsList or search deals with stage, owner, company, primary contact, value, probability and expected close date.No findings

    Why it is in this group

    • The name "pipelinecrm_list_deals" says "list": a word for reading.
    Description, as the server wrote it
    List or search deals with stage, owner, company, primary contact, value, probability and expected close date. Filter by name, stage, pipeline, status, owner, company, contact, archived flag, value range and created, expected-close, closed or modified dates. Money values come back as decimal strings. GET /deals.

    Annotations the server declares

    • title: List deals
    • readOnlyHint: true
    • destructiveHint: false
    • openWorldHint: true
  • pipelinecrm_list_lookupList one set of account lookup values to get ids for filters and writes.No findings

    Why it is in this group

    • The name "pipelinecrm_list_lookup" says "list": a word for reading.
    Description, as the server wrote it
    List one set of account lookup values to get ids for filters and writes. kind: deal_statuses, deal_loss_reasons, deal_won_reasons, deal_tags, lead_statuses, lead_sources, contact_tags, company_tags, note_categories, event_categories, task_priorities, task_statuses, teams. GET /admin/<kind>.

    Annotations the server declares

    • title: List lookup values
    • readOnlyHint: true
    • destructiveHint: false
    • openWorldHint: true
  • pipelinecrm_list_notesList notes (called activities in the Pipeline CRM app) attached to a deal, person or company.No findings

    Why it is in this group

    • The name "pipelinecrm_list_notes" says "list": a word for reading.
    Description, as the server wrote it
    List notes (called activities in the Pipeline CRM app) attached to a deal, person or company. Pass at least one of deal_id, person_id, company_id. Filter by text, category, author and created date. GET /notes.

    Annotations the server declares

    • title: List notes
    • readOnlyHint: true
    • destructiveHint: false
    • openWorldHint: true
  • pipelinecrm_list_peopleList or search people (leads and contacts) with email, phones, position, company, owner, lead status and tags.No findings

    Why it is in this group

    • The name "pipelinecrm_list_people" says "list": a word for reading.
    Description, as the server wrote it
    List or search people (leads and contacts) with email, phones, position, company, owner, lead status and tags. Use search for a quick match on name, email or company name, or filter precisely. GET /people.

    Annotations the server declares

    • title: List people
    • readOnlyHint: true
    • destructiveHint: false
    • openWorldHint: true
  • pipelinecrm_list_person_dealsList the deals one person is associated with.No findings

    Why it is in this group

    • The name "pipelinecrm_list_person_deals" says "list": a word for reading.
    Description, as the server wrote it
    List the deals one person is associated with. GET /people/{id}/deals.

    Annotations the server declares

    • title: List deals of a person
    • readOnlyHint: true
    • destructiveHint: false
    • openWorldHint: true
  • pipelinecrm_list_person_notesList the notes (activities) logged on one person.No findings

    Why it is in this group

    • The name "pipelinecrm_list_person_notes" says "list": a word for reading.
    Description, as the server wrote it
    List the notes (activities) logged on one person. GET /people/{id}/notes.

    Annotations the server declares

    • title: List notes on a person
    • readOnlyHint: true
    • destructiveHint: false
    • openWorldHint: true
  • pipelinecrm_list_usersList the users of the Pipeline CRM account (id, name, email, team, admin flag).No findings

    Why it is in this group

    • The name "pipelinecrm_list_users" says "list": a word for reading.
    Description, as the server wrote it
    List the users of the Pipeline CRM account (id, name, email, team, admin flag). Use the ids as owners of deals, people and companies. api_key values are never returned. GET /users.

    Annotations the server declares

    • title: List users
    • readOnlyHint: true
    • destructiveHint: false
    • openWorldHint: true

This is not a safety rating, and no finding is not a safety guarantee. The groups and findings come from fixed checks of the tool definitions the server returned on the date shown, not from its code or what it does when called. How the checks work.

Install

Pinned to version 1.3.3. Values in angle brackets are yours to fill in.

claude mcp add --transport http pipeline-crm https://pipeline-crm.usefulapi.io/mcp

Run in a terminal.

Claude Code permissions

Allow the reads, ask before a change, deny the deletes. Paste into .claude/settings.json.

.claude/settings.json
{
  "permissions": {
    "allow": [
      "mcp__pipeline-crm__pipelinecrm_get_profile",
      "mcp__pipeline-crm__pipelinecrm_list_users",
      "mcp__pipeline-crm__pipelinecrm_get_user",
      "mcp__pipeline-crm__pipelinecrm_list_deals",
      "mcp__pipeline-crm__pipelinecrm_get_deal",
      "mcp__pipeline-crm__pipelinecrm_deal_totals_by_stage",
      "mcp__pipeline-crm__pipelinecrm_list_deal_notes",
      "mcp__pipeline-crm__pipelinecrm_list_people",
      "mcp__pipeline-crm__pipelinecrm_get_person",
      "mcp__pipeline-crm__pipelinecrm_list_person_deals",
      "mcp__pipeline-crm__pipelinecrm_list_person_notes",
      "mcp__pipeline-crm__pipelinecrm_list_companies",
      "mcp__pipeline-crm__pipelinecrm_get_company",
      "mcp__pipeline-crm__pipelinecrm_list_company_people",
      "mcp__pipeline-crm__pipelinecrm_list_notes",
      "mcp__pipeline-crm__pipelinecrm_get_note",
      "mcp__pipeline-crm__pipelinecrm_list_calendar_entries",
      "mcp__pipeline-crm__pipelinecrm_get_calendar_entry",
      "mcp__pipeline-crm__pipelinecrm_list_deal_stages",
      "mcp__pipeline-crm__pipelinecrm_list_deal_pipelines",
      "mcp__pipeline-crm__pipelinecrm_list_lookup"
    ],
    "ask": [],
    "deny": [
      "mcp__pipeline-crm__pipelinecrm_create_deal",
      "mcp__pipeline-crm__pipelinecrm_update_deal",
      "mcp__pipeline-crm__pipelinecrm_create_person",
      "mcp__pipeline-crm__pipelinecrm_update_person",
      "mcp__pipeline-crm__pipelinecrm_create_company",
      "mcp__pipeline-crm__pipelinecrm_update_company",
      "mcp__pipeline-crm__pipelinecrm_add_note",
      "mcp__pipeline-crm__pipelinecrm_create_calendar_entry",
      "mcp__pipeline-crm__pipelinecrm_update_calendar_entry"
    ]
  }
}

Tools that only read are allowed, tools that change things ask first, tools that delete or cancel are denied. It assumes the server is installed as pipeline-crm. Review it before you use it.