# Pipeline — Pipedream Connect

> 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.

- API slug: `pipeline` (use in MCP headers and tool keys)
- Auth: API key (Pipedream-managed)
- Categories: Productivity
- Website: https://pipelinecrm.com
- This page (HTML): https://pipedream.com/apps/pipeline
- Tools: 22 actions · 3 triggers

## Connect via MCP (recommended)

- Endpoint: `https://remote.mcp.pipedream.net/v3`
- Headers: `Authorization: Bearer <token>` · `x-pd-project-id` · `x-pd-environment` · `x-pd-external-user-id` · `x-pd-app-slug: pipeline`

```ts
import { Client } from "@modelcontextprotocol/sdk/client/index.js"
import { StreamableHTTPClientTransport } from "@modelcontextprotocol/sdk/client/streamableHttp.js"
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 accessToken = await pd.rawAccessToken

const transport = new StreamableHTTPClientTransport(
  new URL("https://remote.mcp.pipedream.net/v3"),
  {
    requestInit: {
      headers: {
        Authorization: `Bearer ${accessToken}`,
        "x-pd-project-id": process.env.PIPEDREAM_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",
  },
})
```

Docs: [MCP guide](https://pipedream.com/docs/connect/mcp/developers.md)

## API proxy

For a Pipeline endpoint with no pre-built tool, the proxy forwards your request with the connected user's credentials attached.

```bash
# The path segment is the target URL, URL-safe base64 encoded:
# https://api.pipelinecrm.com/api/v3/admin/users

curl "https://api.pipedream.com/v1/connect/{project_id}/proxy/aHR0cHM6Ly9hcGkucGlwZWxpbmVjcm0uY29tL2FwaS92My9hZG1pbi91c2Vycw?external_user_id={external_user_id}&account_id=apn_xxxxxxx" \
  -H "Authorization: Bearer {access_token}" \
  -H "x-pd-environment: production"
```

Docs: [API proxy guide](https://pipedream.com/docs/connect/api-proxy.md)

## SDK

```ts
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",
  },
})
```

Docs: [Managed auth guide](https://pipedream.com/docs/connect/managed-auth/quickstart.md) · [Tools guide](https://pipedream.com/docs/connect/components.md)

## Actions (22)

### `pipeline-create-activity` — Create Activity (Write)

Creates a new activity associated with an existing person, company, or deal. See the docs here

Full schema: https://pipedream.com/apps/pipeline/actions/create-activity.md

### `pipeline-create-company` — Create Company (Write)

Creates a new company in your Pipeline account. See the docs here

Full schema: https://pipedream.com/apps/pipeline/actions/create-company.md

### `pipeline-create-deal` — Create Deal (Write)

Creates a new deal in your Pipeline account. See the docs here

Full schema: https://pipedream.com/apps/pipeline/actions/create-deal.md

### `pipeline-create-event` — Create Event (Write)

Creates a new calendar event in your Pipeline account. See the docs here

Full schema: https://pipedream.com/apps/pipeline/actions/create-event.md

### `pipeline-create-person` — Create Person (Write)

Creates a new person in your Pipeline account. See the docs here

Full schema: https://pipedream.com/apps/pipeline/actions/create-person.md

### `pipeline-create-task` — Create Task (Write)

Creates a new calendar task in your Pipeline account. See the docs here

Full schema: https://pipedream.com/apps/pipeline/actions/create-task.md

### `pipeline-find-company` — Find Company (Read-only)

Find an existing company in your Pipeline account. See the docs here

Full schema: https://pipedream.com/apps/pipeline/actions/find-company.md

### `pipeline-find-deal` — Find Deal (Read-only)

Find an existing deal in your Pipeline account. See the docs here

Full schema: https://pipedream.com/apps/pipeline/actions/find-deal.md

### `pipeline-find-person` — Find Person (Read-only)

Find an existing person in your Pipeline account. See the docs here

Full schema: https://pipedream.com/apps/pipeline/actions/find-person.md

### `pipeline-find-user` — Find User (Read-only)

Find an existing user on your Pipeline account. See the docs here

Full schema: https://pipedream.com/apps/pipeline/actions/find-user.md

### `pipeline-list-company-id-options` — List Company ID Options (Read-only)

Retrieves available options for the Company ID field.

Full schema: https://pipedream.com/apps/pipeline/actions/list-company-id-options.md

### `pipeline-list-deal-id-options` — List Deal ID Options (Read-only)

Retrieves available options for the Deal ID field.

Full schema: https://pipedream.com/apps/pipeline/actions/list-deal-id-options.md

### `pipeline-list-deal-stage-id-options` — List Deal Stage ID Options (Read-only)

Retrieves available options for the Deal Stage ID field.

Full schema: https://pipedream.com/apps/pipeline/actions/list-deal-stage-id-options.md

### `pipeline-list-deal-status-id-options` — List Deal Status ID Options (Read-only)

Retrieves available options for the Deal Status ID field.

Full schema: https://pipedream.com/apps/pipeline/actions/list-deal-status-id-options.md

### `pipeline-list-event-category-id-options` — List Event Category ID Options (Read-only)

Retrieves available options for the Event Category ID field.

Full schema: https://pipedream.com/apps/pipeline/actions/list-event-category-id-options.md

### `pipeline-list-note-category-id-options` — List Note Category ID Options (Read-only)

Retrieves available options for the Note Category ID field.

Full schema: https://pipedream.com/apps/pipeline/actions/list-note-category-id-options.md

### `pipeline-list-person-id-options` — List Person ID Options (Read-only)

Retrieves available options for the Person ID field.

Full schema: https://pipedream.com/apps/pipeline/actions/list-person-id-options.md

### `pipeline-list-user-id-options` — List User ID Options (Read-only)

Retrieves available options for the User ID field.

Full schema: https://pipedream.com/apps/pipeline/actions/list-user-id-options.md

### `pipeline-move-deal-stage` — Move Deal Stage (Write)

Moves a deal to another stage Pipeline account. See the docs here

Full schema: https://pipedream.com/apps/pipeline/actions/move-deal-stage.md

### `pipeline-update-company` — Update Company (Write)

Updates a company in your Pipeline account. See the docs here

Full schema: https://pipedream.com/apps/pipeline/actions/update-company.md

### `pipeline-update-deal` — Update Deal (Write)

Updates a deal in your Pipeline account. See the docs here

Full schema: https://pipedream.com/apps/pipeline/actions/update-deal.md

### `pipeline-update-person` — Update Person (Write)

Updates a person in your Pipeline account. See the docs here

Full schema: https://pipedream.com/apps/pipeline/actions/update-person.md

## Triggers (3)

### `pipeline-new-company-created` — New Company Created (Polling)

Emit new event when a new company is created in your Pipeline account.

Full schema: https://pipedream.com/apps/pipeline/triggers/new-company-created.md

### `pipeline-new-deal-created` — New Deal Created (Polling)

Emit new event when a new deal is created in your Pipeline account.

Full schema: https://pipedream.com/apps/pipeline/triggers/new-deal-created.md

### `pipeline-new-person-created` — New Person Created (Polling)

Emit new event when a new person is created in your Pipeline account.

Full schema: https://pipedream.com/apps/pipeline/triggers/new-person-created.md

---

- All apps: https://pipedream.com/apps — index: https://pipedream.com/llms.txt
- Pipedream docs for agents: https://pipedream.com/docs/llms.txt