Metadata-Version: 2.4
Name: zeropipeline-mcp
Version: 0.1.0
Summary: 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.
Project-URL: Homepage, https://zeropipeline.ainative.studio
Project-URL: Repository, https://github.com/AINative-Studio/ZeroPipeline
Project-URL: Issues, https://github.com/AINative-Studio/ZeroPipeline/issues
Project-URL: Documentation, https://zeropipeline.ainative.studio/docs
Author-email: AINative Studio <hello@ainative.studio>
License-Expression: MIT
License-File: LICENSE
Keywords: agent-crm,ai-agent,ai-crm,ai-sales,ainative,attio-alternative,automation,claude,contacts,crm,crm-api,crm-pipeline,crm-sdk,customers,deals,free-crm,hubspot-alternative,leads,llm,mcp,mcp-server,model-context-protocol,open-source-crm,pipedrive-alternative,sales-automation,sales-pipeline,salesforce-alternative,zeropipeline
Classifier: Development Status :: 4 - Beta
Classifier: Intended Audience :: Developers
Classifier: License :: OSI Approved :: MIT License
Classifier: Programming Language :: Python :: 3
Classifier: Programming Language :: Python :: 3.10
Classifier: Programming Language :: Python :: 3.11
Classifier: Programming Language :: Python :: 3.12
Classifier: Programming Language :: Python :: 3.13
Classifier: Topic :: Office/Business
Classifier: Topic :: Office/Business :: Financial :: Accounting
Classifier: Topic :: Software Development :: Libraries
Classifier: Topic :: Software Development :: Libraries :: Python Modules
Requires-Python: >=3.10
Requires-Dist: httpx>=0.27.0
Requires-Dist: mcp>=1.0.0
Description-Content-Type: text/markdown

# zeropipeline-mcp

The AI-native CRM that runs as an [MCP server](https://modelcontextprotocol.io). 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

```bash
pip install zeropipeline-mcp
```

Or via npm (Node.js wrapper):

```bash
npx @ainative/zeropipeline-mcp
```

## Quick Start — Zero Config

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

```bash
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):

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

### Claude Desktop / Cursor / Windsurf

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

### With an Existing API Key

If you already have a ZeroPipeline account:

```json
{
  "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

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

## License

MIT — free for commercial use.
