Pipeline icon

CONNECT APP

Build with Pipeline

Pipeline is the first sales productivity platform to combine sales engagement and Customer Relationship Management (CRM) in one easy-to-use application. We make your sales process as organized and efficient as possible. Email your contacts, qualify leads, and get organized so you can spend more time closing! Over 17,000 salespeople use Pipeline to manage their sales.

Productivity

  • API key

MCP

Give your agent Pipeline tools

Every Pipeline action is exposed as an MCP tool on Pipedream's remote server. Point a client at it with your end user's ID and Connect resolves that user's Pipeline account for each tool call — you store no tokens.

// accessToken: mint a short-lived token with the Connect SDK — see the MCP guide
const transport = new StreamableHTTPClientTransport(
  new URL("https://remote.mcp.pipedream.net/v3"),
  {
    requestInit: {
      headers: {
        Authorization: `Bearer ${accessToken}`,
        "x-pd-project-id": "{project_id}",
        "x-pd-environment": "production",
        "x-pd-external-user-id": "{external_user_id}", // any stable ID for this user in your system
        "x-pd-app-slug": "pipeline",
      },
    },
  },
)

const mcp = new Client({ name: "my-agent", version: "1.0.0" })
await mcp.connect(transport)

const { tools } = await mcp.listTools()

// e.g. run Create Activity:
const result = await mcp.callTool({
  name: "pipeline-create-activity",
  arguments: {
    personId: "Person ID",
    dealId: "Deal ID",
  },
})

API PROXY

Call the Pipeline API directly

For an endpoint with no pre-built tool, the Connect proxy forwards your request to the Pipeline API with the connected user's credentials attached. You store no tokens and write no refresh logic.

const resp = await pd.proxy.get({
  externalUserId: "{external_user_id}", // any stable ID for this user in your system
  accountId: "apn_xxxxxxx",
  url: "https://api.pipelinecrm.com/api/v3/admin/users",
})

// Any allowed Pipeline endpoint works here. Pipedream attaches the
// connected account's credentials to the outgoing request.

SDK

Run Pipeline actions from your backend

Connect a user's Pipeline account once, then run Create Activity on their behalf from your own code — TypeScript, Python, or plain HTTP.

import { PipedreamClient } from "@pipedream/sdk"

const pd = new PipedreamClient({
  projectId: process.env.PIPEDREAM_PROJECT_ID!,
  clientId: process.env.PIPEDREAM_CLIENT_ID!,
  clientSecret: process.env.PIPEDREAM_CLIENT_SECRET!,
  projectEnvironment: "production",
})

const result = await pd.actions.run({
  id: "pipeline-create-activity",
  externalUserId: "{external_user_id}", // any stable ID for this user in your system
  configuredProps: {
    pipeline: { authProvisionId: "apn_xxxxxxx" },
    personId: "Person ID",
    dealId: "Deal ID",
  },
})

TOOLS

Pipeline actions

On-demand operations your product or agent can configure and run on behalf of a connected user.

REFERENCE

App details

Reference metadata for the Pipeline connector in the Pipedream registry.

App slug
pipeline
Authentication
API key
Categories
Productivity
Actions
22
Triggers
3
API proxy
Available