# Pipeline CRM Muse connector

From musedirectory.ai, the independent directory of Meta Muse connectors. Not affiliated with Meta.

## Pipeline CRM

Manage deals, contacts, companies and tasks in your Pipeline CRM account

- Record: https://musedirectory.ai/connector/pipeline-crm
- Category: Productivity
- Developer: usefulapi (https://usefulapi.io/pipeline-crm/)
- Muse status: Extra setup. Not in Muse's Connectors list yet. Muse can still use it: its page gives you a request to paste into Muse.
- Health: Working, 3482ms, checked 2026-10-29T13:01:11Z
- Endpoint: https://pipeline-crm.usefulapi.io/mcp
- Auth: No account needed; Pricing: unknown
- Screening: Screened, no issues found (2026-10-29T12:46:29Z)
- Source: Found in the official MCP Registry (io.usefulapi/pipeline-crm) https://registry.modelcontextprotocol.io/v0/servers?search=io.usefulapi%2Fpipeline-crm

Connect to Pipeline CRM to view and manage deals, people, companies, notes and calendar entries. Create and update deals and contacts, log activities, and track sales pipeline progress across stages.

Example request: "Show me all open deals in my pipeline worth over $10,000 and their expected close dates"

How to connect: Not in Muse's Connectors list yet, but Muse can still use it. Paste this into Muse: "Use Pipeline CRM to help me. It is a free service with an MCP server at https://pipeline-crm.usefulapi.io/mcp. It does not need an API key. Ask me before you share anything with it." Muse asks before it shares anything with the app's site. Meta does not review apps used this way, so only use ones you trust. We tested this in the Muse app on September 24, 2026: Muse used an app's link directly this way and returned a live answer.

Tools:
- pipelinecrm_get_profile: 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.
- pipelinecrm_list_users: 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.
- pipelinecrm_get_user: One user of the account by id. The user's api_key is never returned. GET /users/{id}.
- pipelinecrm_list_deals: 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
- pipelinecrm_get_deal: One deal by id with owner, company, people, stage, status, loss/won reasons, tags, custom fields and the next task. GET /deals/{id}.
- pipelinecrm_deal_totals_by_stage: Count and total value of the deals visible to the user in every deal stage: the pipeline summary. GET /deals/totals_by_stage.
- pipelinecrm_list_deal_notes: List the notes (activities) logged on one deal, with author, category and content. GET /deals/{id}/notes.
- pipelinecrm_create_deal: 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.
- pipelinecrm_update_deal: 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/
- pipelinecrm_list_people: 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.
- pipelinecrm_get_person: One person (lead or contact) by id with all contact details, company, owner, tags and custom fields. GET /people/{id}.
- pipelinecrm_list_person_deals: List the deals one person is associated with. GET /people/{id}/deals.
- pipelinecrm_list_person_notes: List the notes (activities) logged on one person. GET /people/{id}/notes.
- pipelinecrm_create_person: 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.
- pipelinecrm_update_person: WRITE: change fields of a person; only the fields you pass change. Pass type Contact to convert a lead. PUT /people/{id}.
- pipelinecrm_list_companies: List or search companies with address, website, phones, owner, tags and pipeline totals. GET /companies.
- pipelinecrm_get_company: One company by id with address, phones, website, owner, tags and custom fields. GET /companies/{id}.
- pipelinecrm_list_company_people: List the people (leads and contacts) who work at one company. GET /companies/{id}/people.
- pipelinecrm_create_company: WRITE: create a company. POST /companies.
- pipelinecrm_update_company: WRITE: change fields of a company; only the fields you pass change. PUT /companies/{id}.
- pipelinecrm_list_notes: 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.
- pipelinecrm_get_note: One note (activity) by id with its content, author, category, associations and comments. GET /notes/{id}.
- pipelinecrm_add_note: WRITE: log a note (activity) on a deal, person or company. Pass at least one of deal_id, person_id, company_id. POST /notes.
- pipelinecrm_list_calendar_entries: 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.
- pipelinecrm_get_calendar_entry: One calendar entry (task or event) by id. GET /calendar_entries/{id}.
- pipelinecrm_create_calendar_entry: 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.
- pipelinecrm_update_calendar_entry: WRITE: change a task or event; only the fields you pass change. Pass complete: true to mark a task done. PUT /calendar_entries/{id}.
- pipelinecrm_list_deal_stages: 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.
- pipelinecrm_list_deal_pipelines: List the deal pipelines (each has its own stages) with id, name and which one is the default. GET /admin/deal_pipelines.
- pipelinecrm_list_lookup: 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 /ad

Screening checks:
- MCP handshake: pass (Answered in 22ms)
- Domain against threat feeds (Cloudflare security DNS): pass (pipeline-crm.usefulapi.io, usefulapi.io not flagged)
- Published packages against the OSV malicious-package database: n/a (No npm or PyPI package published)
- Hidden instructions or invisible characters in tool text: pass (30 tools read, nothing found)
- Inputs asking for passwords, card numbers or seed phrases: pass (None found)
- Domain and redirects: pass (No redirects off the domain)
- AI review of purpose and tool behavior: pass (No concerns)