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MCP Integrations Clinchpad
MCP & AI Agent Integration

Clinchpad
automation.

18 AI agent actions for Clinchpad — callable from any MCP-compatible runtime, Claude, Cursor, or Cerebral OS workflow. Use Clinchpad to update contacts, move deals through pipelines, and trigger follow-up sequences automatically. Full governance, audit trail, and dry-run safety on every execution.

Connect Clinchpad free Browse all integrations →
No credit card required
Live in production environments
<200ms median execution
Dry-run before production
Execution trace
live
18
actions
100%
governed
<200ms
latency
18
AI agent actions
7
Read operations
11
Write operations
2
High-risk actions (approval gated)
CRM Clinchpad is a CRM integration — use it to automate contact management, deals, and pipeline operations from any AI agent or MCP-compatible runtime.
Actions

What you can do
with Clinchpad.

Every action below is available as an MCP tool and a verb in Cerebral OS — callable from any AI agent, Claude, Cursor, Windsurf, or your own runtime via the BYOA API. All executions are governed, audited, and dry-run safe.

Get Contact
clinchpad:get_contact
Fetch a single contact by ID with all contact details and associated leads.
Read Low risk
Get Lead
clinchpad:get_lead
Fetch a single lead by ID with all details including contact info and pipeline stage.
Read Low risk
Get Pipeline
clinchpad:get_pipeline
Fetch a single pipeline by ID with all stages and statistics.
Read Low risk
List Activities
clinchpad:list_activities
List activities with optional filtering by lead, contact, type, user, or date range.
Read Low risk
List Contacts
clinchpad:list_contacts
List contacts with optional filtering by search query, company, or email domain.
Read Low risk
List Leads
clinchpad:list_leads
List leads with optional filtering by pipeline, stage, status, owner, or search query.
Read Low risk
List Pipelines
clinchpad:list_pipelines
List all sales pipelines with their stages and configuration.
Read Low risk
Add Note
clinchpad:add_note
Add a note to a lead or contact for tracking interactions and important information.
Write Medium risk
Complete Activity
clinchpad:complete_activity
Mark an activity as completed with optional completion notes.
Write Medium risk
Create Activity
clinchpad:create_activity
Create a new activity (call, email, meeting, note, or task) in ClinchPad.
Write Medium risk
Create Contact
clinchpad:create_contact
Create a new contact in ClinchPad with detailed contact information.
Write Medium risk
Create Lead
clinchpad:create_lead
Create a new lead in ClinchPad with contact details and pipeline assignment.
Write Medium risk
Delete Contact
clinchpad:delete_contact
Permanently delete a contact from ClinchPad. This action cannot be undone.
Write High risk
Delete Lead
clinchpad:delete_lead
Permanently delete a lead from ClinchPad. This action cannot be undone.
Write High risk
Move Lead Stage
clinchpad:move_lead_stage
Move a lead to a different stage in the sales pipeline.
Write Medium risk
Update Activity
clinchpad:update_activity
Update an existing activity's details, assignment, or completion status.
Write Medium risk
Update Contact
clinchpad:update_contact
Update an existing contact's information and details.
Write Medium risk
Update Lead
clinchpad:update_lead
Update an existing lead's details, pipeline stage, or assignment.
Write Medium risk
MCP & Runtime API

Call Clinchpad
from any AI agent.

Any AI agent — Claude, Cursor, LangChain, AutoGen, or your own — can call Clinchpad actions through the Cerebral OS Runtime API. Governance, credentials, and audit trail fire automatically.

clinchpad:get_contact READ
# Call via Runtime API
curl
-X POST \
  "https://api.cerebralos.com/v1/runtime/actions/run"
  -H "X-API-Key: YOUR_KEY" \
  -d '{
    "verb": "clinchpad:get_contact",
    "args": {},
    "execution_id": "agent-001"
  }'
clinchpad:add_note WRITE
# Dry-run first — no production risk
curl
-X POST \
  "https://api.cerebralos.com/v1/runtime/actions/run"
  -H "X-API-Key: YOUR_KEY" \
  -d '{
    "verb": "clinchpad:add_note",
    "args": {},
    "execution_id": "agent-001",
    "metadata": {"dryRun": true}
  }'
Get your Runtime API key at app.cerebralos.com/signup — 1,000 free executions, no credit card required.
AI agent examples

What your AI agent
can do with Clinchpad.

Real patterns your AI agent can execute via MCP or the Runtime API. Every action governed, dry-run safe, and fully audited.

Trigger
AI agent needs Clinchpad data
Call clinchpad:get_contact via MCP or Runtime API
AI processes result and takes next action
Full execution logged to audit trail automatically
Trigger
Workflow needs to write to Clinchpad
Dry-run validates clinchpad:add_note before execution
Approval gate fires if risk level is high
Action executes with full governance — logged, audited, reversible
Trigger
Lead or deal event
Score with AI
Route to right rep
Trigger outreach sequence
How it works

Every Clinchpad action
governed end-to-end.

Cerebral OS isn't a connector. It's the execution layer that sits in front of Clinchpad — adding governance, dry-run safety, and a full audit trail to every operation.

Governance first
Every verb carries a risk classification. High-risk writes require explicit approval gates before they execute in production.
Dry-run safe
Simulate any Clinchpad action before it touches production. See exactly what would happen before a single real call is made.
Immutable audit trail
Every Clinchpad action is logged — what ran, what changed, who approved it, when it happened. Full history on every verb, forever.
Connect with

Clinchpad works best
alongside these.

Build multi-step workflows that connect Clinchpad to the rest of your stack. All governed. All audited.

Hubspot Salesforce Pipedrive Gmail Slack
Clinchpad integration

Start free.
No credit card required.

Start free with 1,000 runs — no credit card required. Connect Clinchpad in minutes, dry-run every action before it touches production, full audit trail on everything.

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