Pipeline Pal MCP

Pipeline Pal is a CRM tool that integrates directly into AI assistants like ChatGPT and Grok via an MCP server. It allows users to manage leads, deals, and a sales pipeline board through natural language conversation. Features include adding leads, viewing deal stages, getting daily briefs, and tracking follow-ups without leaving the chat interface. Data is stored privately in Switzerland.

Endpoint and access

OAuth sign-in: the first time you connect, your client opens the vendor's own authorization prompt in a browser.

OAuth sign-inEndpoint checked 2026-10-18Operated by plugins.works

MCP endpoint (Streamable HTTP)

https://plugins.works/pipeline-pal/mcp

Vendor documentation

What you can do with it

Show my sales pipeline to view deals by stage
Add a new lead and open their details mid-conversation
Ask what to focus on today for a prioritized daily brief
Track follow-ups for deals that have gone quiet

Connect from your client

Each snippet registers the same endpoint; pick the client you use.

This server is operated by the named third party. Listing and endpoint checks are not an endorsement or a security audit. Review the operator's permissions, terms, and data handling before connecting. How listings are checked and corrected.

Claude Code

Run this once in a terminal. It registers a Streamable HTTP server. Use --scope project to write .mcp.json for the repo.

Claude Code configuration

claude mcp add --transport http pipeline-pal-mcp https://plugins.works/pipeline-pal/mcp

Codex

Run this once. Codex stores MCP servers in ~/.codex/config.toml (or .codex/config.toml in a trusted project).

Codex configuration

codex mcp add pipeline-pal-mcp --url https://plugins.works/pipeline-pal/mcp

Cursor

Merge this server into .cursor/mcp.json in your project, then enable pipeline-pal-mcp in your MCP settings.

Cursor configuration

{
  "mcpServers": {
    "pipeline-pal-mcp": {
      "url": "https://plugins.works/pipeline-pal/mcp"
    }
  }
}

Cline

Merge this into cline_mcp_settings.json (Cline → MCP Servers → Configure). The type must be streamableHttp for a remote HTTP server.

Cline configuration

{
  "mcpServers": {
    "pipeline-pal-mcp": {
      "type": "streamableHttp",
      "url": "https://plugins.works/pipeline-pal/mcp",
      "disabled": false
    }
  }
}

VS Code

Merge this server into .vscode/mcp.json. Use MCP: List Servers to start pipeline-pal-mcp and inspect its tools.

VS Code configuration

{
  "servers": {
    "pipeline-pal-mcp": {
      "type": "http",
      "url": "https://plugins.works/pipeline-pal/mcp"
    }
  }
}

Gemini CLI

Run this once. It writes .gemini/settings.json in the current project; pass --scope user for ~/.gemini/settings.json.

Gemini CLI configuration

gemini mcp add --transport http pipeline-pal-mcp https://plugins.works/pipeline-pal/mcp

Claude Desktop

Merge this into claude_desktop_config.json (macOS: ~/Library/Application Support/Claude/, Windows: %APPDATA%\Claude\), then restart Claude Desktop.

Claude Desktop configuration

{
  "mcpServers": {
    "pipeline-pal-mcp": {
      "url": "https://plugins.works/pipeline-pal/mcp"
    }
  }
}

Windsurf

Merge this into ~/.codeium/windsurf/mcp_config.json, then refresh MCP in Cascade. Windsurf remote servers use serverUrl, not url.

Windsurf configuration

{
  "mcpServers": {
    "pipeline-pal-mcp": {
      "serverUrl": "https://plugins.works/pipeline-pal/mcp"
    }
  }
}

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