MCP & AI Agent Integration

Pipeline
automation.

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

No credit card required
Live in production environments
<200ms median execution
Dry-run before production
Execution trace
live
15
actions
100%
governed
<200ms
latency
15
AI agent actions
7
Read operations
8
Write operations
1
High-risk actions (approval gated)
CRM Pipeline 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 Pipeline.

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 Company
pipeline:get_company
Fetch a single company by ID with all company details.
Read Low risk
Get Deal
pipeline:get_deal
Fetch a single deal by ID with all deal details.
Read Low risk
Get Person
pipeline:get_person
Fetch a single person (contact) by ID with all contact details.
Read Low risk
List Activities
pipeline:list_activities
List and filter activities (calls, emails, meetings, tasks, notes) in Pipeline CRM.
Read Low risk
List Companies
pipeline:list_companies
List and search companies with optional filters.
Read Low risk
List Deals
pipeline:list_deals
List and search deals with optional filters.
Read Low risk
List People
pipeline:list_people
List and search people (contacts) with optional filters.
Read Low risk
Close Deal
pipeline:close_deal
Close a deal as Won or Lost in Pipeline CRM.
Write Medium risk
Create Activity
pipeline:create_activity
Create a new activity (call, email, meeting, task, or note) in Pipeline CRM.
Write Medium risk
Create Company
pipeline:create_company
Create a new company in Pipeline CRM.
Write Medium risk
Create Deal
pipeline:create_deal
Create a new deal in Pipeline CRM.
Write Medium risk
Create Person
pipeline:create_person
Create a new person (contact) in Pipeline CRM.
Write Medium risk
Delete Person
pipeline:delete_person
Delete a person (contact) from Pipeline CRM. This action cannot be undone.
Write High risk
Update Deal
pipeline:update_deal
Update an existing deal in Pipeline CRM.
Write Medium risk
Update Person
pipeline:update_person
Update an existing person (contact) in Pipeline CRM.
Write Medium risk
MCP & Runtime API

Call Pipeline
from any AI agent.

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

pipeline:get_company READ
# Call via Runtime API
curl
-X POST \
  "https://api.cerebralos.com/v1/runtime/actions/run"
  -H "X-API-Key: YOUR_KEY" \
  -d '{
    "verb": "pipeline:get_company",
    "args": {},
    "execution_id": "agent-001"
  }'
pipeline:close_deal 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": "pipeline:close_deal",
    "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 Pipeline.

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 Pipeline data
Call pipeline:get_company 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 Pipeline
Dry-run validates pipeline:close_deal 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 Pipeline action
governed end-to-end.

Cerebral OS isn't a connector. It's the execution layer that sits in front of Pipeline — 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 Pipeline action before it touches production. See exactly what would happen before a single real call is made.
Immutable audit trail
Every Pipeline action is logged — what ran, what changed, who approved it, when it happened. Full history on every verb, forever.
Connect with

Pipeline works best
alongside these.

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

Pipeline integration

Start free.
No credit card required.

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

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