Pipeline crm MCP integration
Opens deals and company records, corrects account details, and reads the booked follow-up straight from the live pipeline.
15actions available
Three actions you can hand over today
Every action runs live through MCP. Nothing to build, nothing to maintain.
Create deal
Lyro creates a new deal in Pipeline CRM to track sales opportunities. Agents log prospects instantly without leaving the conversation.
Get deal by ID
Lyro retrieves complete details for a specific Pipeline CRM deal. Agents verify opportunity status during sales conversations.
Create pipeline CRM company
Lyro creates a new company record with contact and social data. Agents onboard businesses without switching to the CRM.
How businesses use Pipeline crm + Lyro
Each card is one request a support team gets, and the Pipeline crm actions Lyro runs to close it.
Answer an account question from the live record
Lyro pulls the company by ID, reads the deal attached to it, and checks the open leads on the account, so a question about where things stand is answered from the pipeline rather than from memory.
Get Company By IDGet Deal By IDList LeadsOpen a deal the moment a lead qualifies
When a conversation turns into an opportunity, Lyro creates the company record, resolves the stage it belongs in, and creates the deal with its name and value already filled in.
Create Pipeline CRM CompanyList Deal StagesCreate DealKeep company records from drifting
Lyro searches the company list for an existing match before anything new is created, updates the record when a customer gives new details, and removes the duplicate that got in anyway.
List CompaniesUpdate CompanyDelete CompanyTell a customer when someone will call back
Lyro reads the calendar tasks tied to a deal or company, checks the date on the specific one, and clears a task that is no longer relevant, so the answer is a booked date rather than a maybe.
List Calendar TasksGet Calendar Task By IDDelete Calendar Task
How it works
Get started in 3 steps
Connect once, then just ask. There is no workflow builder to learn and nothing to maintain — Lyro reads the Pipeline crm actions it has and picks the ones a request needs.
Connect Pipeline crm
Authorize the Pipeline crm account your team already uses — one consent screen, no API keys, no mapping tables. Lyro can only do what you granted that account, and you can disconnect it at any time.
Tell your agent what you need
Describe the job the way you would hand it to a teammate. Lyro maps it to the Pipeline crm actions that close it and chains as many as the request needs.
Watch it work
The agent runs the actions inside the conversation the customer is already in, so nobody copies data between tabs and your team can take over at any point.
Get started free
Pipeline crm · Lyro
What can you do in Pipeline crm without me setting anything up?
These, right away:
- Create pipeline CRM company
- Get company by ID
- Delete company
Great, let's start with the first one.
FAQ
Everything else about Pipeline crm
Setup, permissions, and the limits of what Lyro can do inside Pipeline crm.
No. The toolkit reads stages through List Deal Stages and Get Deal Stage by ID and creates deals through Create Deal, but there is no update-deal action, so stage changes stay with your reps. Lyro can still tell a customer which stage their deal is in.
Every action available in Pipeline crm
All 15 actions your agent can call on Pipeline crm, straight from the live MCP connection.
Create pipeline CRM company
Creates a new company record in Pipeline CRM with contact details, address, and social media information.
Create deal
Create a new deal in Pipeline CRM.
Delete company
Delete a company by ID in Pipeline CRM.
Delete deal
Delete a deal by ID.
Delete calendar task
Delete a calendar task by ID.
Get company by ID
Retrieves comprehensive details for a specific company by ID from Pipeline CRM.
Get deal by ID
Retrieve details for a specific deal by ID in Pipeline CRM.
Get deal stage by ID
Retrieve details for a specific stage by ID in Pipeline CRM.
Get calendar task by ID
Retrieve details for a specific task by ID in Pipeline CRM.
List companies
List companies in Pipeline CRM with optional filtering, sorting, and pagination.
List leads
List leads in Pipeline CRM.
List deal stages
List deal stages.
List calendar tasks
List calendar tasks.
List users
List users in Pipeline CRM account with optional pagination.
Update company
Update an existing company by ID in Pipeline CRM.
The tools Pipeline crm sits next to
Same connection, same setup. Pick the next one your team already uses.
Brilliant directories
Searches the member database, captures and updates leads, publishes member posts and portfolios, and processes unsubscribe requests on the spot.
Espocrm
Reads the connected user's profile and access control rules plus the instance's system metadata, confirming the connection is live and scoped.
Highlevel
Searches conversation history, reads and reschedules calendar bookings, maintains products, tags, and media, and manages brand voice and knowledge base entries.
Odoo
Creates partner records, updates fields on any Odoo model, and runs invoices, receipts, bank statements, and resumes through Odoo Extract.
Salesforce service cloud
Queries cases and related objects with SOQL, opens or upserts a case mid-conversation, and writes related records together in one composite call.
Zoominfo
Enriches contacts and companies mid-conversation, checks buying intent and technology use, and gathers account news before a handoff.
Ready to connect Pipeline crm?
Authorize the account and your agent has all 15 actions from the first conversation.