zeropipeline-mcp 0.2.0

AI-native CRM MCP server — manage sales pipelines, deals, customers, and automations from Claude, Codex, and any AI agent. Free open-source HubSpot/Salesforce/Pipedrive alternative with instant provisioning.

zeropipeline-mcp

The AI-native CRM that runs as an MCP server. Give Claude, Codex, Cursor, and any AI agent full access to your sales pipeline, deals, customers, contacts, activities, tasks, and automations.

Zero config required — runs instantly with auto-provisioning. No API key needed to get started.

A free, open-source alternative to HubSpot, Salesforce, Pipedrive, Attio, and Folk with a native AI agent interface.

Install

pip install zeropipeline-mcp

Or via npm (Node.js wrapper):

npx @ainative/zeropipeline-mcp

Quick Start — Zero Config

Just run it. The server auto-provisions a free CRM account on first launch:

zeropipeline-mcp

Your AI agent can immediately start managing pipelines, deals, customers, and more. A claim URL is printed so you can convert the trial to a permanent account.

Claude Code

Add to your mcp.json (project or global):

{
  "mcpServers": {
    "zeropipeline": {
      "command": "zeropipeline-mcp"
    }
  }
}

Claude Desktop / Cursor / Windsurf

{
  "mcpServers": {
    "zeropipeline": {
      "command": "zeropipeline-mcp"
    }
  }
}

With an Existing API Key

If you already have a ZeroPipeline account:

{
  "mcpServers": {
    "zeropipeline": {
      "command": "zeropipeline-mcp",
      "env": {
        "ZEROPIPELINE_API_KEY": "zp_live_your_key_here"
      }
    }
  }
}

Why ZeroPipeline?

Feature	ZeroPipeline	HubSpot	Salesforce	Pipedrive
MCP server (AI-native)	Built-in	Beta	No	Community
Free tier	Unlimited	Limited	No	No
Open source	Yes	No	No	No
Zero-config setup	Yes	No	No	No
Sales pipeline management	Yes	Yes	Yes	Yes
Deal scoring	Yes	Paid	Paid	Paid
API-first	Yes	Yes	Yes	Yes
Self-hostable	Yes	No	No	No

Environment Variables

Variable	Required	Description
ZEROPIPELINE_API_KEY	No	Auto-provisioned if not set
ZEROPIPELINE_API_BASE_URL	No	Override the default API endpoint
ZEROPIPELINE_AGENT_NAME	No	Agent display name for audit logs
ZEROPIPELINE_AGENT_TYPE	No	Agent type identifier
ZERODB_EMAIL	No	Email for claim link delivery

30 CRM Tools for AI Agents

Sales Pipeline Management

• list_pipelines — List all sales pipelines
• get_pipeline — Get a pipeline with stages
• create_pipeline — Create a new pipeline with stages

Deal Management

• list_deals — List deals with filters (pipeline, stage, status)
• create_deal — Create a deal in a pipeline stage
• update_deal — Update deal fields (value, stage, status, customer)
• move_deal_stage — Move a deal through your sales pipeline
• get_deal_score — AI-powered deal health score (0-100)

Customer & Contact Management

• list_customers — List customers and contacts
• create_customer — Create a customer or contact record
• search_customers — Full-text search across name, email, phone, company
• check_duplicate_customer — Deduplicate before creating contacts

Activity Tracking

• list_activities — List activity log (calls, emails, meetings)
• log_activity — Log a sales activity against any CRM entity

Sales Automation

• list_automations — List automation rules and triggers
• trigger_automation — Manually fire CRM events to trigger workflows

Notes & Comments

• create_note — Attach notes to deals, customers, pipelines
• list_notes — List notes with entity filters
• delete_note — Remove a note
• create_comment — Threaded comments on any CRM entity
• list_comments — List comments on an entity

Task Management

• create_task — Create tasks with assignees and due dates
• list_tasks — List tasks filtered by status or assignee
• update_task — Update task status, title, or due date

ICP & Lead Scoring

• create_icp_profile — Define ideal customer profiles for lead scoring
• list_icp_profiles — List targeting profiles

Outreach & Campaigns

• list_outreach_campaigns — List email campaigns
• get_campaign_stats — Delivery, open, click, and reply metrics
• create_outreach_campaign — Create campaigns with templates

Reports & Analytics

• get_pipeline_report — Pipeline summary with stage-by-stage breakdown
• get_deal_summary — Deal counts and values grouped by status

Approvals

• list_pending_approvals — List pending approval requests
• approve_action — Approve gated CRM actions

Use Cases

• AI sales assistant — Let Claude manage your entire sales pipeline
• Automated lead qualification — Score and route leads with AI agents
• CRM data entry — Agents create contacts, log activities, update deals
• Sales reporting — Generate pipeline reports and forecasts on demand
• Multi-agent CRM — Multiple AI agents collaborating on the same CRM

Development

cd packages/mcp-server-python
pip install -e .
pip install pytest pytest-asyncio pytest-cov respx
pytest --cov

License

MIT — free for commercial use.