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Integration

Pipeliner

Sales CRM: opportunities, accounts and contacts. Your client pastes their Pipeliner key once, and your agent or your code works with their access.

CRM and sales

About Pipeliner

Pipeliner is a visual sales CRM.

With your client's Pipeliner connected, your agent can work with opportunities, accounts and contacts.

Pipeliner

Pipeliner · CRM and sales

API key

Sales CRM: opportunities, accounts and contacts

The client pastes their username and password from Pipeliner's settings. We store it encrypted.

Tested against Pipeliner's live API.

Building with Pipeliner? The docs have setup steps and code for every tool.

Open the Pipeliner docs

Tools

Your agent calls any endpoint of Pipeliner's API with the request tool, with the client's access attached.

Base URL for request

https://eu-central.api.pipelinersales.com/api/v100/rest

  • request

    HTTPS ANY /v1/clients/{clientId}/pipeliner/{path}

    Any endpoint of Pipeliner's own API, with the client's access attached.

    servicestringrequired
    This service: pipeliner
    methodstringrequired
    GET, POST, PUT, PATCH or DELETE
    pathstringrequired
    The path under https://eu-central.api.pipelinersales.com/api/v100/rest
    queryobjectoptional
    Query parameters
    bodyobjectoptional
    A JSON body

Over MCP every tool also takes client_id, from list_clients. Over HTTPS send it as clientId to https://api.operate.as/v1.

What the client approves

  • Use the Pipeliner key you paste, with only the access you gave that key

Related

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