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.
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
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
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