Pipeline CRM for AI agents

Pipeline CRM is a sales-focused CRM for tracking leads, managing deals, and organizing team workflows. Sales teams use it to keep every deal's stage and owner visible. Connect it once through Arc0, and your agent, or Claude, ChatGPT and Cursor, can use it through one MCP endpoint, limited to what each user approved.

Connect Pipeline CRM See the 15 actions ↓

CRMAPI keyMCP + RESTpipelinecrm.com

AUDIT LOG · PIPELINE CRMPOLICY: acme-support

09:41:07 · claude · u_8f2read

pipeline_crm.list_leads

List Leads✓ allowed · 212ms

09:41:08 · claude · u_8f2read

pipeline_crm.get_deal

Get Deal by ID✓ allowed · 164ms

09:41:09 · claude · u_8f2write

pipeline_crm.create_deal

Create Deal✓ approved · approved by user

09:41:12 · claude · u_8f2destructive

pipeline_crm.delete_deal

Delete Deal✕ blocked · policy: deny

EVERY PIPELINE CRM CALL, ON THE RECORD

01 · USE CASES

What agents do in Pipeline CRM.

Create a new deal

Add a deal with a company and value so it is tracked through the sales pipeline.

Check a deal's stage read-only

Look up a deal's current stage before deciding on the next follow-up action.

Delete a company with approval

Remove a company record only after a sales manager confirms it is a duplicate or closed.

02 · ACTIONS

15 Pipeline CRM actions, graded by risk.

Every Pipeline CRM action is tagged read, write or destructive, so one policy covers the whole app and new actions inherit the right default.

read

Look things up. Allowed by default.

pipeline_crm.get_deal
Get Deal by ID
pipeline_crm.get_task
Get calendar task by ID
pipeline_crm.get_stage
Get Deal Stage by ID
pipeline_crm.list_leads
List Leads
pipeline_crm.list_tasks
List calendar tasks
pipeline_crm.list_users
List Users
pipeline_crm.get_company
Get Company by ID
pipeline_crm.list_stages
List Deal Stages
pipeline_crm.list_companies
List Companies

write

Create and change things. Allow, or ask the user first.

pipeline_crm.create_deal
Create Deal
pipeline_crm.create_company
Create Pipeline CRM Company
pipeline_crm.update_company
Update Company

destructive

Delete, cancel or archive. Ask first, or deny outright.

pipeline_crm.delete_deal
Delete Deal
pipeline_crm.delete_task
Delete calendar task
pipeline_crm.delete_company
Delete Company

03 · HOW IT WORKS

Pipeline CRM in three steps.

01Your users connect Pipeline CRMThey add their Pipeline CRM api key on Arc0 Connect, under your brand. It goes straight into the vault.
02You set the rulesReads run, writes like “create Deal” can wait for the user, and “delete Deal” can be denied outright.
03Any agent can actYour agent calls Pipeline CRM through the Arc0 SDK or MCP, and so can Claude, ChatGPT and Cursor. Every call lands on the audit log.

POLICY.TS

await arc0.policies.set('pipeline_crm', {
  read: 'allow',
  write: 'ask',        // create_deal
  destructive: 'deny',  // delete_deal
})

# Claude Code: the same connection, one URL
$ claude mcp add --transport http arc0 \
    https://mcp.arc0.ai/u/u_8f2

04 · AUTH AND DATA

How Pipeline CRM connects.

Users add their Pipeline CRM api key on Arc0 Connect. It is encrypted in the vault, never shown to the model, and each user can rotate or revoke it at any time.

The same Pipeline CRM connection serves your agent over MCP and your own backend over REST and the proxy, so a user connects once. How Arc0 handles credentials →

AUTH: API key
CREDENTIALS: Per-tenant encrypted vault
MODEL SEES: Results only, never credentials
AUDIT LOG: Every call, on every plan

05 · WORKS WITH

Use Pipeline CRM from any agent.

Claude

ChatGPT

Cursor

Codex

VS Code

OpenAI Agents SDK

Claude Agent SDK

Vercel AI SDK

Mastra

LangGraph

06 · RELATED

More crm apps.

Salesforce224 actions

07 · FAQ

Pipeline CRM and Arc0, answered.

Q01

Can I use Pipeline CRM with Claude, ChatGPT or Cursor?

Yes. Connect Pipeline CRM to Arc0 once, then add your Arc0 MCP URL to Claude, ChatGPT, Cursor, Claude Code or any other remote-MCP client. Each assistant only gets the Pipeline CRM actions you allow.

Q02

How do users connect Pipeline CRM?

Users add their Pipeline CRM api key on Arc0 Connect. It is encrypted in the vault, never shown to the model, and each user can rotate or revoke it at any time.

Q03

Which Pipeline CRM actions can my agent take?

15 in total: 9 read, 3 write and 3 destructive, such as “create Deal”. Your policies decide which of them each agent may call.

Q04

Can I stop my agent from deleting things in Pipeline CRM?

Yes. Actions like “delete Deal” are graded destructive. Set destructive actions to deny, or to ask so the user approves each one, and blocked calls still show up on the audit log.

Q05

Can my own backend call Pipeline CRM too?

Yes. The same Pipeline CRM connection is available over REST and through the Arc0 proxy, so your product and your agent share one connection per user.

Get started

Plug Pipeline CRM into your agent.

Your users connect Pipeline CRM once, under your brand. Your agent gets 15 actions behind your policies, with every call on the record.

Connect Pipeline CRM Browse all apps →

Free to build · MCP + REST · Audit log on every plan