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CRM PipeRun

@dinhogehm

Este servidor disponibiliza APIs para gerenciar dados no Piperun CRM, incluindo listagem, criação, consulta e atualização de registros.

Overview

What is CRM PipeRun?

CRM PipeRun is a Model Context Protocol (MCP) server that enables AI assistants (Claude Desktop, Claude Code, Cursor) to interact directly with the PipeRun CRM API. It provides 32 tools for full CRUD operations, search, and management of deals, persons, companies, activities, and notes, delivering formatted, human-readable summaries instead of raw JSON.

How to use CRM PipeRun?

Clone the repository, install dependencies, and compile TypeScript using Node.js v18+. Obtain a PipeRun API token from your account settings. Configure the token either as an environment variable (PIPERUN_API_TOKEN) in your MCP client settings or pass it dynamically per tool call. Then start using the server with any MCP‑compatible client.

Key features of CRM PipeRun

  • 32 tools covering full CRM management
  • CRUD for deals, persons, companies, activities, notes
  • Search by name, email, or deal title
  • Formatted summaries instead of raw JSON
  • Automatic retry with exponential backoff (3 attempts)
  • Flexible authentication: environment variable or per‑call token
  • Written in TypeScript with full type safety
  • Automated tests with Vitest and CI/CD via GitHub Actions

Use cases of CRM PipeRun

  • Ask an AI assistant to list open deals and their stages
  • Create, update, or delete contacts and companies via natural language
  • Search for persons or deals by name or keyword
  • Automate CRM tasks like adding notes or logging activities
  • Integrate CRM data into AI‑powered workflows in Cursor or Claude

FAQ from CRM PipeRun

What are the runtime requirements?

Node.js v18 or higher and npm. A valid PipeRun API token is mandatory.

How do I get a PipeRun API token?

Log in to your PipeRun account, go to Settings > Integrations > API, and copy your API token.

Can I use CRM PipeRun with n8n or Zapier?

Yes, the project also provides a separate HTTP server (piperun-http-server) designed for n8n, Zapier, Make, and other REST‑compatible tools.

Does CRM PipeRun support authentication per call?

Yes. You can either set the PIPERUN_API_TOKEN environment variable or pass the api_token argument directly with each tool call.

What transport protocol does CRM PipeRun use?

It uses the standard MCP transport (stdio) for Claude/Cursor clients. The companion HTTP server uses HTTP/REST.

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