Integration · CRM & sales

Connect Claude & ChatGPT to CRM PipeRun

Ask your AI which deals are open in a pipeline, what is planned for a customer, or to log a call in CRM PipeRun. It can create and update deals, companies, people and activities, add notes and products to deals, and read your proposals. Your pipeline is kept up to date without clicking through every record.

Connect CRM PipeRun free

Free plan, no credit card. Takes about a minute.

Try asking

“Which open deals are in the Enterprise pipeline, and what are they worth?”
The AI looks up the pipeline and lists its open deals with value, stage and owner.
“Move the Acme deal to the Negotiation stage.”
It finds the deal and the stage ID, then updates the deal's stage.
“Create a deal for Nordic Foods in the Sales pipeline, first stage, worth 50,000.”
It checks the pipeline and stages, searches for the company and creates the deal.

What your AI can do

Deals and pipelines

Search, create and update deals, move them between stages, mark them won or lost and add products.

Companies and people

Search, create and update companies and contacts, and see which people are linked to a deal.

Activities, notes and proposals

Plan and complete activities, add notes to deals, companies or people, and read proposals.

“Book a follow-up call with Maria next Tuesday on the Acme deal.”
It finds the activity type, owner and deal, then creates an open activity with the date.
“Add a note to the Acme deal: customer wants a pilot in March.”
It adds the note to the deal.
“What proposals do we have for the Acme deal?”
It lists the proposals with their value and status, and can read one in detail.

30 tools for CRM PipeRun

These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.

add_deal_productChanges dataAdd a product to a deal: `deal_id`, `product_id`, `quantity`, unit `value` and `status`, with optional discount.
create_activityChanges dataCreate an activity (task, call, meeting) with `activity_type_id`, `owner_id` and `status` (0 open), plus title, start/end dates and a linked deal, people or companies.
create_companyChanges dataCreate a company with its name and optional CNPJ, address, website, segment and tags. Search first to avoid duplicates.
create_dealChanges dataCreate a deal with a `title`, `pipeline_id` and `stage_id`, plus optional value, owner_id, company_id, person_id and tags. Look up pipelines and stages first.
create_noteChanges dataAdd a note with `text` to a deal, company or person (pass deal_id, company_id or person_id).
create_personChanges dataCreate a person (contact) with a `name` and optional email, phone, company, job title and tags. Search first to avoid duplicates.
delete_activityDeletesPermanently delete one activity by ID. This cannot be undone.
get_activityGet one activity by ID, with its type, dates, owner, status and linked deal.
get_companyGet one company by ID, with address, CNPJ, website and other details.
get_dealGet one deal by `deal_id`, with its value, stage, owner, status and dates.
get_personGet one person (contact) by ID, with emails, phones, company and other details.
get_proposalGet one proposal by ID, with its items, values and status.
list_activity_typesList the activity types (e.g. call, meeting, task) with their IDs. Needed to create activities.
list_deal_peopleList the people (contacts) linked to one deal by `deal_id`.
list_deal_productsList the products and services added to one deal by `deal_id`.
list_lost_reasonsList the reasons a deal can be marked lost, with their IDs.
list_notesList notes, filtered by deal_id, company_id, person_id, user_id or date range.
list_pipelinesList the sales pipelines (funis) in the account, with their IDs.
list_proposalsList commercial proposals (propostas) with their deal, value and status.
list_stagesList the pipeline stages (etapas), with IDs and the pipeline each belongs to. Needed to create or move deals.
list_usersList users in the PipeRun account by name, email or active status. Use to find an owner_id.
search_activitiesSearch activities (tasks, calls, meetings) by title, status (0 open, 2 done, 4 no-show), owner, deal or date range.
search_companiesSearch companies by name, CNPJ or other filters. Use this to find a company's ID before creating a duplicate.
search_dealsSearch deals (oportunidades) by title, status (0 open, 1 won, 3 lost), pipeline_id, stage_id, owner_id, company_id, person_id or value range. Use `with` to include items, persons, companies or users.
search_peopleSearch people (contacts) by name, CPF, email or other filters. Use this to find a person's ID.
search_productsSearch products and services (itens) in the catalog, with their IDs and prices.
update_activityChanges dataUpdate an activity by `task_id`, e.g. change dates or mark it done (status 2) with a comment.
update_companyChanges dataUpdate a company's details by `company_id`. Only the fields you pass change.
update_dealChanges dataUpdate a deal by `deal_id`: move it to another stage, change value, owner, status (won/lost) or other fields.
update_personChanges dataUpdate a person's details by `contact_id`. Only the fields you pass change.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose CRM PipeRun from the app list.
2
Paste your key
Paste your PipeRun user token. In PipeRun, open Meus Dados (app.pipe.run/v2/me/user-data) or Integrações (app.pipe.run/v2/integrations). Your token is shown under your photo or at the top right. It has the same access as your user.
3
Add the link to your AI
You get a personal MCP link. Add it to Claude, ChatGPT or Cursor:
1. Click your name, then Settings › Connectors › Add custom connector.
2. Paste your link as the Remote MCP server URL.
3. Switch it on from the + menu in a chat.

Questions

What can the AI do in CRM PipeRun?

The AI can search and read deals, pipelines, stages, companies, people, activities, notes, products, proposals, users and lost reasons. It can create and update deals, companies, people and activities, add notes and products to deals, and delete an activity if you switch that tool on.

Does the AI see my PipeRun token?

No. Your PipeRun token is encrypted at rest and never shown to the AI. After you save it, it is not shown again, not even to you. The AI only sees the results of the tools it calls.

Can I control what the AI is allowed to do?

Yes. You choose which tools are switched on, so you can start read-only. Deleting an activity is permanent, and it can require your approval before it runs. Every tool call is logged.

Does it work with ChatGPT?

Yes. In ChatGPT go to Settings › Apps & Connectors › Advanced and turn on Developer mode, then add your PipMCP link. Developer mode needs a paid ChatGPT plan: Plus, Pro, Business or Enterprise. The same link also works in Claude (Settings › Connectors › Add custom connector), Cursor and other MCP clients.

What does it cost?

PipMCP has a free plan with no credit card required. Paid plans bill per completed task. You also need your own CRM PipeRun account.

What access does the PipeRun token give?

The token belongs to your PipeRun user and has the same access as that user. The AI can only reach what that user can see, and only through the tools you switch on in PipMCP.