All integrations
PC
Catalogue metadata onlycrmv20260615_00

PIPELINE_CRM

Pipeline CRM

Pipeline CRM is a sales-focused customer relationship management tool designed to help teams track leads, manage deals, and streamline workflows.

Description is untrusted, display-only upstream metadata. It never becomes policy, OAuth scope authority, or an agent instruction.

Pakkawork boundary

Research catalogue metadata only. No Pakkawork OAuth, credential, host, quota, executor, or verifier is enabled.

No Pakkawork execution adapter is enabled. Hosted account-authorisation availability is workspace-specific and checked separately in the dashboard.Check workspace connection options
Attributed source

15

Action summaries

Display-only definitions

0

Trigger types

Not installed instances

1

Auth modes

Field names, never values

No

Execution

No runtime adapter

Authentication map

What setup is declared?

Only field names, types, and required markers are shown. Secret values, default auth URLs, credential material, and inferred OAuth scopes are excluded.
API_KEY

API_KEY

pipelinecrm_api_key

Provider setup

Developer setup

No fields declared in this snapshot.

User connection

  • API Keygeneric_api_key · stringRequired
  • App Keygeneric_id · stringRequired

Capability index

Actions and trigger definitions

Static summaries are available. Live schemas remain disabled until PROVIDER_HUB_API_KEY is configured server-side.

Showing 1–15 of 15 actions

Create Pipeline CRM Company

PIPELINE_CRM_CREATE_COMPANY

Creates a new company record in Pipeline CRM with contact details, address, and social media information. Use this tool when you need to add a new company to the CRM system. The only required field is the company name. You can optionally include contact information (email, phone, fax), address details, social media li…

Untrusted display-only summary

Create Deal

PIPELINE_CRM_CREATE_DEAL

Tool to create a new deal in Pipeline CRM. Use after gathering all details. Example: Create a deal named 'Big Partnership' worth 50000 USD in stage 2.

Untrusted display-only summary

Delete Company

PIPELINE_CRM_DELETE_COMPANY

Tool to delete a company by ID in Pipeline CRM. Use after confirming the company ID is correct. Example: "Delete company with ID 123".

Untrusted display-only summary

Delete Deal

PIPELINE_CRM_DELETE_DEAL

Tool to delete a deal by ID. Use when you need to remove a deal from Pipeline CRM.

Untrusted display-only summary

Delete calendar task

PIPELINE_CRM_DELETE_TASK

Tool to delete a calendar task by ID. Use after confirming the task exists in Pipeline CRM.

Untrusted display-only summary

Get Company by ID

PIPELINE_CRM_GET_COMPANY

Retrieves comprehensive details for a specific company by ID from Pipeline CRM. Returns complete company information including contact details (multiple phones, email, social media), full address breakdown, owner details, financial metrics (pipeline/won deals totals), custom fields, tags, and next scheduled tasks. Use…

Untrusted display-only summary

Get Deal by ID

PIPELINE_CRM_GET_DEAL

Tool to retrieve details for a specific deal by ID in Pipeline CRM. Use after confirming the deal ID.

Untrusted display-only summary

Get Deal Stage by ID

PIPELINE_CRM_GET_STAGE

Tool to retrieve details for a specific stage by ID in Pipeline CRM. Use after confirming the stage ID.

Untrusted display-only summary

Get calendar task by ID

PIPELINE_CRM_GET_TASK

Tool to retrieve details for a specific task by ID in Pipeline CRM. Use after confirming the task ID.

Untrusted display-only summary

List Companies

PIPELINE_CRM_LIST_COMPANIES

List companies in Pipeline CRM with optional filtering, sorting, and pagination. Returns a paginated list of companies with comprehensive details including contact information, address, owner, custom fields, and tags. Supports search filtering and sorting by any field. Use this to retrieve multiple companies or search…

Untrusted display-only summary

List Leads

PIPELINE_CRM_LIST_LEADS

Tool to list leads in Pipeline CRM. Use when you need to fetch multiple leads with optional filtering and pagination. For large datasets, iterate through pages using `page` and `per_page` together; a single `per_page` value does not return all leads.

Untrusted display-only summary

List Deal Stages

PIPELINE_CRM_LIST_STAGES

Tool to list deal stages. Use when you need to enumerate all stages for deals in Pipeline CRM.

Untrusted display-only summary

List calendar tasks

PIPELINE_CRM_LIST_TASKS

Tool to list calendar tasks. Use when retrieving tasks for a deal, company, or person with optional date filters and pagination.

Untrusted display-only summary

List Users

PIPELINE_CRM_LIST_USERS

List users in Pipeline CRM account with optional pagination. Returns a paginated list of users with their details including email, name, role, status, and admin privileges. Use this to retrieve user information for assignment, reporting, or user management purposes. For large accounts, iterate through pages using `pag…

Untrusted display-only summary

Update Company

PIPELINE_CRM_UPDATE_COMPANY

Tool to update an existing company by ID in Pipeline CRM. Use after confirming the company ID and fields to change.

Untrusted display-only summary

Provenance

Versioned facts, explicit trust.

The detail snapshot comes from an attributed MIT-licensed repository revision. Safe local icons use exact-match CC0 Simple Icons symbols; unmatched brands use monograms.

Repository
https://github.com/provider-directoryHQ/provider-directory
Commit
85e33f6a81dfe987f6fc3637d48d45052cea8ca5
Generated
2026-09-12
Trust policy
untrusted_display_only

Remote text is plain display metadata only. It must never become an agent prompt, execution policy, OAuth grant, or executable instruction.