01
Built on the Model Context Protocol
MCP is a secure standard that lets an AI assistant connect to approved business tools. Pipeline’s AI CRM software never exposes your Pipeline login or gives unrestricted access to your account.
Pipeline MCP
AI CRM software that works with ChatGPT and Claude
Pipeline MCP turns Pipeline into AI CRM software that connects to ChatGPT, Claude and other compatible assistants, so you can ask questions, review your work and carry out everyday sales and operations tasks in plain English.
“What needs my attention today?”
Pipeline MCP server URLhttps://mcp.pipelineapp.co.uk/mcp The benefits, at a glance
- Find and review customers, leads, contacts, quotes, jobs and invoices
- Search your pipeline for opportunities that need attention
- Create customers, leads, quotes, jobs, notes and reminders
- Update lead, quote, job and invoice information
- Build sales and operational summaries in seconds
- Spot overdue invoices, inactive leads and ageing quotes
- Prepare follow-up messages and quote reminders
- Turn “what needs my attention?” into a useful, actionable answer
Inside ai assistant
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Works with your real data
Once connected, your assistant can work with the customers, leads, quotes, jobs, invoices and notes in your Pipeline account - subject to the permissions you approve.
03
You stay in control
Your assistant only receives access after you connect it and approve the requested permissions. Your normal Pipeline user permissions still apply, and you can disconnect at any time.
04
Compatible assistants
Pipeline’s AI CRM software works with assistants that support the Model Context Protocol, including compatible versions of ChatGPT and Claude. Support depends on each provider’s plan, settings and regional availability.
Useful everyday prompts
Sales pipeline
- “Show me all new leads from this week.”
- “Which leads have not been contacted yet?”
- “Show me leads worth more than £5,000.”
- “Which opportunities are most likely to close this month?”
- “Give me a summary of my sales pipeline by stage.”
- “Which leads have gone cold in the last 14 days?”
- “Find leads from construction companies in Manchester.”
- “Show me all leads assigned to Sarah that need a follow-up.”
- “Which leads were created this month but do not have a next action?”
- “Create a lead for Acme Electrical. Their contact is Jane Smith, jane@acmeelectrical.co.uk, and they are interested in a commercial rewiring project.”
- “Add a note to the Acme Electrical lead: spoke to Jane; site survey requested for next week.”
- “Set a reminder to follow up with Acme Electrical next Tuesday.”
Customers and contacts
- “Find the customer record for Smith & Sons.”
- “Show me every job and invoice for Acme Electrical.”
- “Create a new customer called Greenfield Property Services.”
- “Add a contact to Greenfield Property Services: Tom Brown, Operations Manager, tom@greenfield.co.uk.”
- “Show me customers we have not worked with in the last year.”
- “List our ten highest-value customers this year.”
- “Which customers have outstanding invoices?”
- “Add a note to this customer saying that they prefer email contact.”
- “Update the customer’s phone number to 020 7123 4567.”
Quotes
- “Show me all quotes sent this month.”
- “Which quotes are still awaiting acceptance?”
- “Show quotes over £5,000 that have been open for more than seven days.”
- “Which quotes are due to expire this week?”
- “Create a quote for Acme Electrical for £2,450 plus VAT for an electrical inspection and remedial work.”
- “Create a draft quote from the notes on the Acme Electrical lead.”
- “Add a line item to the Acme quote: emergency lighting test, quantity 1, £180.”
- “Update the quote expiry date to the end of the month.”
- “Show me quotes that were accepted this month.”
- “Show me quotes that were lost and group them by reason.”
- “Draft a polite follow-up email for every quote that has been awaiting acceptance for more than three days.”
- “Create reminders to chase quotes that are more than seven days old.”
- “Prepare a weekly report of quotes sent, accepted, declined and outstanding.”
Jobs and work in progress
- “Show me all jobs scheduled for this week.”
- “Which jobs are overdue or running behind schedule?”
- “Create a job from the accepted Acme Electrical quote.”
- “Show jobs that have been completed but not invoiced.”
- “List all open jobs for Greenfield Property Services.”
- “What work is scheduled for tomorrow?”
- “Show me jobs assigned to Alex this week.”
- “Add a note to job 1042: customer confirmed site access from 8am.”
- “Mark this job as complete.”
- “Give me a summary of completed jobs this month.”
- “Which jobs have been open for more than 30 days?”
Invoices and cash flow
- “Show me all overdue invoices.”
- “Which invoices are due this week?”
- “How much outstanding debt do we have?”
- “Show outstanding invoices grouped by customer.”
- “Which customers owe us more than £1,000?”
- “Show invoices that are more than 30 days overdue.”
- “Create a reminder for every invoice overdue by more than seven days.”
- “Give me a cash-flow summary for this month.”
- “How much have we invoiced this month?”
- “Compare invoice value this month with last month.”
- “Show completed jobs that have not yet been invoiced.”
- “Draft a friendly payment-chasing email for the overdue invoice from Acme Electrical.”
Reporting and management
- “Give me a Friday sales and operations summary.”
- “Summarise this week’s new leads, quotes sent, quotes won, jobs completed and invoices raised.”
- “How much revenue have we won this month?”
- “What is our current quote conversion rate?”
- “Which lead sources generate the most revenue?”
- “Show me the top five customers by revenue this year.”
- “What needs my attention today?”
- “Give me a list of risks in the pipeline.”
- “Which opportunities have no activity recorded in the last seven days?”
- “Compare this month’s performance with the same month last year.”
- “Create a management summary I can paste into our weekly meeting notes.”
What it looks like day to day
A daily business check-in
“Review my Pipeline account and tell me what needs attention today. Include new leads without contact, quotes awaiting acceptance for more than three days, jobs that are overdue, completed jobs not yet invoiced, and overdue invoices.”
Your assistant turns this into a practical priority list, rather than you checking several screens by hand.
Looking after a lead
“Create a lead for Northstar Facilities. They need a quote for a warehouse lighting upgrade. Add contact details for Emma Jones, set a follow-up for Friday, and add a note that their target budget is £8,000.”
“Review all leads created in the past seven days. For any without a recorded contact, prepare a short follow-up email and create a reminder for the lead owner.”
New enquiries are logged, followed up and assigned without leaving the conversation.
Quote follow-up
“Find quotes over £5,000 that have been awaiting acceptance for more than seven days. Give me a concise summary of each, draft an appropriate follow-up, and create a reminder for me to review it.”
Opportunities that might otherwise slip through the cracks are found for you, while you stay in control of any communication that is sent.
A weekly report
“Create a weekly Pipeline report covering new leads, leads contacted, quotes sent, quotes won and lost, jobs completed, invoices raised, overdue debt and total revenue.”
Then ask follow-ups such as “Which figure changed most compared with last week?”, “Which team member has the most open opportunities?”, “What should we focus on next week?” or “Turn this into a short update for the team.”
A secure, permissioned connection
For example, you might let an assistant read customer records, create leads, add notes and prepare quotes, while requiring your approval before it sends communications, issues an invoice, changes financial data or deletes records.
- You connect your own AI assistant to your Pipeline account.
- You approve access before the assistant can use Pipeline data.
- Access is limited to the permissions granted to the connection.
- Sensitive or high-impact actions can be kept under approval.
- You can revoke the connection whenever you choose.
- Your normal Pipeline user permissions still apply.
Suggested permission levels
Connect your assistant in minutes
Add the Pipeline MCP server URL to your assistant’s connector or MCP settings, then sign in to Pipeline and approve the requested permissions.
Pipeline MCP server URL
https://mcp.pipelineapp.co.uk/mcp Explore the rest of Pipeline
Leads
Stop losing work to missed emails and forgotten phone calls.
Quotes
Pipeline’s quoting software builds professional quotes in minutes from a library of saved line items.
Jobs
Pipeline’s job management software lets you plan tasks, dispatch your team, track time and materials, and capture sign-off on site - all from one job record.
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