Integration · CRM & sales

Connect Claude & ChatGPT to Webmecanik Pipeline

Ask your AI which activities are late, what stage a deal is in, or to add a new contact in Webmecanik Pipeline. It can create and update contacts and companies, create opportunities and move them between statuses, add addresses and read your pipelines, users and custom fields. You keep the CRM up to date from a conversation.

Connect Webmecanik Pipeline free

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

Try asking

“Which of my activities are late?”
The AI lists activities with status late, filtered by owner if you ask, with type and date.
“Add Jane Miller from Acme as a contact, [email protected], owned by Tom.”
It finds Tom's user ID and the company, then creates the contact, or updates the existing one with the same email.
“Create an opportunity for Jane Miller in the new business pipeline.”
It looks up the pipeline and its statuses and creates the opportunity linked to her contact.

What your AI can do

Contacts and companies

Search contacts, read contacts and companies, create or update them without duplicates, and add or update addresses.

Opportunities and pipelines

Create, read and update opportunities, list them per pipeline, and read pipelines, statuses and lost reasons.

Activities and setup

List activities by status, owner or type, and read users, activity types and custom fields for contacts and opportunities.

“Move the Acme renewal deal to the next status.”
It reads the opportunity and its pipeline, then updates it to the new status_id.
“What deals are open in the partner pipeline?”
It lists the opportunities filtered by that pipeline, with their status and contact.
“Add Acme's office address in Lyon.”
It finds the company and adds a postal address with address lines, zip code, city and country.

23 tools for Webmecanik Pipeline

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

add_company_addressChanges dataAdd a postal address (address lines, zip code, city, country) to a company by `company_slug`.
add_contact_addressChanges dataAdd a postal address (address lines, zip code, city, country) to a contact by `contact_slug`.
create_opportunityChanges dataCreate an opportunity with `name`, `pipeline_id`, `status_id`, `contact_id`, optional `body`, dates and custom `fields`.
delete_contactDeletesPermanently delete a contact by `contact_slug`. This cannot be undone.
get_companyGet one company by `company_slug`.
get_contactGet one contact by `contact_slug`, including company, owner and custom fields.
get_opportunityGet one opportunity by `deal_slug`, including its pipeline, status and contact.
get_pipelineGet one pipeline and its details by `pipeline_slug`.
get_statusGet one pipeline status by `status_slug`.
list_activitiesList activities (tasks, calls, emails, appointments, notes), filtered by `filters_status` (todo, late, completed), owner, activity type or creation date.
list_activity_typesList the activity types (e.g. call, email, appointment, note) with their IDs.
list_companiesList companies in the CRM, paginated with `page` and `limit`.
list_contact_fieldsList the custom fields shown on contact cards, with their IDs, for use in `fields` when creating or updating contacts.
list_lost_reasonsList the reasons an opportunity can be marked as lost.
list_opportunitiesList opportunities (deals), optionally filtered by `filters_pipeline_id`. Results are paginated.
list_opportunity_fieldsList the custom fields shown on opportunity cards, with their IDs, for use in `fields` when creating or updating opportunities.
list_pipelinesList the sales pipelines. Use to find a `pipeline_id` for opportunities.
list_usersList the CRM users. Use to find an `owner_id`.
search_contactsSearch contacts by email, first name, last name or phone number (`filters_*`). Results are paginated. Use this to find a contact's slug.
update_addressChanges dataUpdate an existing address by `address_slug`: address lines, zip code, city or country.
update_opportunityChanges dataUpdate an opportunity by `deal_slug`, e.g. move it to another `status_id` or change its name, contact or dates. Only the fields you pass change.
upsert_companyChanges dataCreate a company, or update the existing one if a duplicate is found. Takes `name`, `domain`, `website`, `industry`, phone, email and custom `fields`.
upsert_contactChanges dataCreate a contact, or update the existing one with the same `email`. Also takes first/last name, phone, job, `company_id`, `owner_id` and custom `fields`.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose Webmecanik Pipeline from the app list.
2
Paste your key
Paste the API client ID and client secret of your Webmecanik Pipeline account. If you do not have API credentials yet, ask Webmecanik support. PipMCP exchanges them for an access token automatically, so there is no sign-in step.
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 Webmecanik Pipeline?

It can search and read contacts, companies, opportunities, pipelines, statuses, activities, users, activity types, lost reasons and custom fields. It can create or update contacts and companies, create and update opportunities, add addresses to contacts and companies, update addresses and delete a contact.

Does the AI see my Webmecanik Pipeline credentials?

No. Your Webmecanik Pipeline client ID and client secret are encrypted at rest and never shown to the AI. After you save them, they are 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 a contact is permanent and cannot be undone, 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?

Webmecanik Pipeline connects with OAuth, and this OAuth connection needs the PipMCP Pro plan or above. PipMCP also has a free plan with no credit card, but it does not include this connection. Paid plans bill per completed task. You also need your own Webmecanik Pipeline account.

Will the AI create duplicate contacts?

The contact tool creates a contact or updates the existing one with the same email, and the company tool updates an existing company if it finds a duplicate. So asking the AI to add someone who is already there updates the record instead of adding a second one.