How to integrate Pipeline crm MCP with Claude Code

Manage your Pipeline crm directly from Claude Code with zero worries about OAuth hassles, API-breaking issues, or reliability and security concerns. You can do this in two different ways: Via Composio Connect - Direct and easiest approach Via Composio SDK - Programmatic approach with more control

Pipeline crm logoPipeline crm
Api Key

Pipeline CRM is a sales-focused customer relationship management platform for teams. It helps track leads, manage deals, and streamline sales workflows for better productivity.

15 Tools

Introduction

Manage your Pipeline crm directly from Claude Code with zero worries about OAuth hassles, API-breaking issues, or reliability and security concerns.

You can do this in two different ways:

  1. Via Composio Connect - Direct and easiest approach
  2. Via Composio SDK - Programmatic approach with more control

Also integrate Pipeline crm with

Why use Composio?

  • Only one MCP URL to connect multiple apps with Claude Code with zero auth hassles.
  • Programmatic tool calling allows LLMs to write its code in a remote workbench to handle complex tool chaining. Reduces to-and-fro with LLMs for frequent tool calling.
  • Handling Large tool responses out of LLM context to minimize context rot.
  • Dynamic just-in-time access to 20,000 tools across 1000+ other Apps for cross-app workflows. It loads the tools you need, so LLMs aren't overwhelmed by tools you don't need.

Connecting Pipeline crm to Claude Code using Composio

1. Add the Composio MCP to Claude

Terminal

2. Start Claude Code

bash
claude

3. Open your MCP list

bash
/mcp

4. Select Composio and click on Authenticate

Select Composio and click Authenticate

5. This will redirect you to the Composio OAuth page. Complete the flow by authorizing Composio and you're all set.

Composio OAuth authorization page
Composio authorization complete
Ask Claude to connect to your account and authenticate via the link

What is the Pipeline crm MCP server, and what's possible with it?

The Pipeline crm MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Pipeline crm account. It provides structured and secure access to your sales pipeline data, so your agent can perform actions like tracking leads, managing deals, updating company information, organizing tasks, and streamlining sales workflows on your behalf.

  • Lead and company management: Effortlessly list, retrieve, or delete companies and leads, making it easy to keep your CRM up to date and focused on the right opportunities.
  • Deal tracking and stage management: Let your agent fetch deal details, monitor deal stages, or remove outdated deals to ensure your pipeline always reflects current sales activity.
  • Calendar task organization: Automatically list and retrieve calendar tasks, or pull specific task details by ID to stay on top of follow-ups and scheduled activities.
  • Comprehensive sales workflow automation: Ask your agent to enumerate deal stages, manage associated tasks, and streamline repetitive CRM operations so your team can focus on closing more deals.

Connecting Pipeline crm via Composio SDK

Composio SDK is the underlying tech that powers Rube. It's a universal gateway that does everything Rube does but with much more programmatic control. You can programmatically generate an MCP URL with the app you need (here Pipeline crm) for even more tool search precision. It's secure and reliable.

How the Composio SDK works

The Composio SDK follows a three-phase workflow:

  1. Discovery: Searches for tools matching your task and returns relevant toolkits with their details.
  2. Authentication: Checks for active connections. If missing, creates an auth config and returns a connection URL via Auth Link.
  3. Execution: Executes the action using the authenticated connection.

Step-by-step Guide

Step by step10 STEPS
1

Prerequisites

Before starting, make sure you have:
  • Claude Pro, Max, or API billing enabled Anthropic account
  • Composio API Key
  • A Pipeline crm account
  • Basic knowledge of Python or TypeScript
2

Install Claude Code

bash
# macOS, Linux, WSL
curl -fsSL https://claude.ai/install.sh | bash

# Windows PowerShell
irm https://claude.ai/install.ps1 | iex

# Windows CMD
curl -fsSL https://claude.ai/install.cmd -o install.cmd && install.cmd && del install.cmd

To install Claude Code, use one of the following methods based on your operating system:

3

Set up Claude Code

bash
cd your-project-folder
claude

Open a terminal, go to your project folder, and start Claude Code:

  • Claude Code will open in your terminal
  • Follow the prompts to sign in with your Anthropic account
  • Complete the authentication flow
  • Once authenticated, you can start using Claude Code
Claude Code initial setup showing sign-in prompt
Claude Code terminal after successful login
4

Set up environment variables

bash
COMPOSIO_API_KEY=your_composio_api_key_here
USER_ID=your_user_id_here

Create a .env file in your project root with the following variables:

  • COMPOSIO_API_KEY authenticates with Composio (get it from Composio dashboard)
  • USER_ID identifies the user for session management (use any unique identifier)
5

Install Composio library

npm install @composio/core dotenv

Install the Composio TypeScript library to create MCP sessions.

  • @composio/core provides the core Composio functionality
  • dotenv loads environment variables from your .env file
6

Generate Composio MCP URL

import 'dotenv/config';
import { Composio } from '@composio/core';

const { COMPOSIO_API_KEY, USER_ID } = process.env;

if (!COMPOSIO_API_KEY || !USER_ID) {
  throw new Error('COMPOSIO_API_KEY and USER_ID required in .env');
}

const composioClient = new Composio({ apiKey: COMPOSIO_API_KEY });

const composioSession = await composioClient.create(USER_ID, {
  toolkits: ['pipeline_crm'],
});

const composioMcpUrl = composioSession?.mcp.url;

console.log(`MCP URL: ${composioMcpUrl}`);
console.log(`\nUse this command to add to Claude Code:`);
console.log(`claude mcp add --transport http pipeline_crm-composio "${composioMcpUrl}" --headers "X-API-Key:${COMPOSIO_API_KEY}"`);

Create a script to generate a Composio MCP URL for Pipeline crm. This URL will be used to connect Claude Code to Pipeline crm.

What's happening

  • We import the Composio client and load environment variables
  • Create a Composio instance with your API key
  • Call create() to create a Tool Router session for Pipeline crm
  • The returned mcp.url is the MCP server URL that Claude Code will use
  • The script prints this URL so you can copy it
7

Run the script and copy the MCP URL

node --loader ts-node/esm generate_mcp_url.ts
# or if using tsx
tsx generate_mcp_url.ts

Run your TypeScript script to generate the MCP URL.

  • The script connects to Composio and creates a Tool Router session
  • It prints the MCP URL and the exact command you need to run
  • Copy the entire claude mcp add command from the output
8

Add Pipeline crm MCP to Claude Code

bash
claude mcp add --transport http pipeline_crm-composio "YOUR_MCP_URL_HERE" --headers "X-API-Key:YOUR_COMPOSIO_API_KEY"

# Then restart Claude Code
exit
claude

In your terminal, add the MCP server using the command from the previous step. The command format is:

  • claude mcp add registers a new MCP server with Claude Code
  • --transport http specifies that this is an HTTP-based MCP server
  • The server name (pipeline_crm-composio) is how you'll reference it
  • The URL points to your Composio Tool Router session
  • --headers includes your Composio API key for authentication

After running the command, close the current Claude Code session and start a new one for the changes to take effect.

9

Verify the installation

bash
claude mcp list

Check that your Pipeline crm MCP server is properly configured.

  • This command lists all MCP servers registered with Claude Code
  • You should see your pipeline_crm-composio entry in the list
  • This confirms that Claude Code can now access Pipeline crm tools

If everything is wired up, you should see your pipeline_crm-composio entry listed:

Claude Code MCP list showing the toolkit MCP server
10

Authenticate Pipeline crm

The first time you try to use Pipeline crm tools, you'll be prompted to authenticate.

  • Claude Code will detect that you need to authenticate with Pipeline crm
  • It will show you an authentication link
  • Open the link in your browser (or copy/paste it)
  • Complete the Pipeline crm authorization flow
  • Return to the terminal and start using Pipeline crm through Claude Code

Once authenticated, you can ask Claude Code to perform Pipeline crm operations in natural language. For example:

  • "List all leads added this week"
  • "Get details for deal with ID 789"
  • "Delete company with ID 123"

Complete Code

Here's the complete code to get you started with Pipeline crm and Claude Code:

import 'dotenv/config';
import { Composio } from '@composio/core';

const { COMPOSIO_API_KEY, USER_ID } = process.env;

if (!COMPOSIO_API_KEY || !USER_ID) {
  throw new Error('COMPOSIO_API_KEY and USER_ID required in .env');
}

const composioClient = new Composio({ apiKey: COMPOSIO_API_KEY });

const composioSession = await composioClient.create(USER_ID, {
  toolkits: ['pipeline_crm'],
});

const composioMcpUrl = composioSession?.mcp.url;

console.log(`MCP URL: ${composioMcpUrl}`);
console.log(`\nUse this command to add to Claude Code:`);
console.log(`claude mcp add --transport http pipeline_crm-composio "${composioMcpUrl}" --headers "X-API-Key:${COMPOSIO_API_KEY}"`);

Conclusion

You've successfully integrated Pipeline crm with Claude Code using Composio's MCP server. Now you can interact with Pipeline crm directly from your terminal using natural language commands.

Key features of this setup:

  • Terminal-native experience without switching contexts
  • Natural language commands for Pipeline crm operations
  • Secure authentication through Composio's managed MCP
  • Tool Router for dynamic tool discovery and execution

Next steps:

  • Try asking Claude Code to perform various Pipeline crm operations
  • Add more toolkits to your Tool Router session for multi-app workflows
  • Integrate this setup into your development workflow for increased productivity

You can extend this by adding more toolkits, implementing custom workflows, or building automation scripts that leverage Claude Code's capabilities.

TOOLS

Supported Tools

Every Pipeline crm action and event your agent gets out of the box.

Create Pipeline CRM Company

Creates a new company record in Pipeline CRM with contact details, address, and social media information.

Create Deal

Tool to create a new deal in Pipeline CRM.

Delete Company

Tool to delete a company by ID in Pipeline CRM.

Delete Deal

Tool to delete a deal by ID.

Delete calendar task

Tool to 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

Tool to retrieve details for a specific deal by ID in Pipeline CRM.

Get Deal Stage by ID

Tool to retrieve details for a specific stage by ID in Pipeline CRM.

Get calendar task by ID

Tool to 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

Tool to list leads in Pipeline CRM.

List Deal Stages

Tool to list deal stages.

List calendar tasks

Tool to list calendar tasks.

List Users

List users in Pipeline CRM account with optional pagination.

Update Company

Tool to update an existing company by ID in Pipeline CRM.

FAQ

Frequently asked questions

With a standalone Pipeline crm MCP server, the agents and LLMs can only access a fixed set of Pipeline crm tools tied to that server. However, with the Composio Tool Router, agents can dynamically load tools from Pipeline crm and many other apps based on the task at hand, all through a single MCP endpoint.

Yes, you can. Claude Code fully supports MCP integration. You get structured tool calling, message history handling, and model orchestration while Tool Router takes care of discovering and serving the right Pipeline crm tools.

Yes, absolutely. You can configure which Pipeline crm scopes and actions are allowed when connecting your account to Composio. You can also bring your own OAuth credentials or API configuration so you keep full control over what the agent can do.

All sensitive data such as tokens, keys, and configuration is fully encrypted at rest and in transit. Composio is SOC 2 Type 2 compliant and follows strict security practices so your Pipeline crm data and credentials are handled as safely as possible.

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