> ## Documentation Index
> Fetch the complete documentation index at: https://docs.stackone.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Pipeliner CRM

> 59 actions available for Pipeliner CRM through StackOne. Use via Actions RPC, Toolset SDK, MCP, or A2A.

<div className="not-prose" style={{ display: 'flex', alignItems: 'center', gap: '12px', marginBottom: '24px' }}>
  <img src="https://stackone-logos.com/api/pipeliner/filled/png" alt="Pipeliner CRM" className="connector-page-icon" style={{ width: '48px', height: '48px', borderRadius: '10px', padding: '2px' }} />

  <div>
    <div style={{ fontSize: '24px', fontWeight: '600' }}>Pipeliner CRM</div>
    <div className="connector-page-subtitle" style={{ fontSize: '14px' }}>59 actions · 1 auth method</div>

    <div style={{ display: 'flex', flexWrap: 'wrap', gap: '6px', marginTop: '8px' }}>
      <span className="connector-page-tag-preview" style={{ display: 'inline-block', padding: '2px 8px', borderRadius: '4px', fontSize: '11px', fontWeight: '500' }}>Preview</span>
      <span className="connector-page-category-tag" style={{ display: 'inline-block', padding: '2px 8px', borderRadius: '4px', fontSize: '11px', fontWeight: '500' }}>CRM</span>
    </div>
  </div>
</div>

## Authentication

<Columns cols={2}>
  <Card title="Basic Auth">
    API application credentials with Basic authentication. Requires Business or Enterprise plan with Administrator access.

    Guides: [Connector Profile](/connectors/pipeliner_crm/guides/connector-profile/basic-auth), [Link Account](/connectors/pipeliner_crm/guides/link-account/basic-auth)
  </Card>
</Columns>

<div className="connector-meta-library-section">
  <div className="connector-meta-library-title">Actions</div>

  <div className="connector-actions-controls not-prose" data-connector-actions-controls>
    <div className="connector-actions-controls__row">
      <input type="search" className="connector-actions-search" data-connector-actions-search placeholder="Search actions" aria-label="Search actions" />
    </div>
  </div>

  <div className="meta-library-count" data-connector-actions-count>59 actions</div>

  <div className="not-prose meta-library-table-container" data-connector-actions-table>
    <div className="connector-meta-library-grid" style={{ gridTemplateColumns: '200px 1fr' }}>
      <div className="connector-meta-library-row">
        <div className="meta-library-grid-header-cell">Action</div>
        <div className="meta-library-grid-header-cell">Description</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="pipeliner_crm_list_accounts" data-action-label="List Accounts" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>List Accounts</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="pipeliner_crm_list_accounts" aria-label="Copy pipeliner_crm_list_accounts"><code className="connector-page-code">pipeliner\_crm\_list\_accounts</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Returns a paginated list of account records.</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="pipeliner_crm_get_account" data-action-label="Get Account" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Get Account</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="pipeliner_crm_get_account" aria-label="Copy pipeliner_crm_get_account"><code className="connector-page-code">pipeliner\_crm\_get\_account</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Retrieves a single account by ID.</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="pipeliner_crm_create_account" data-action-label="Create Account" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Create Account</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="pipeliner_crm_create_account" aria-label="Copy pipeliner_crm_create_account"><code className="connector-page-code">pipeliner\_crm\_create\_account</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Creates a new account record.</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="pipeliner_crm_update_account" data-action-label="Update Account" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Update Account</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="pipeliner_crm_update_account" aria-label="Copy pipeliner_crm_update_account"><code className="connector-page-code">pipeliner\_crm\_update\_account</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Updates an existing account by ID.</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="pipeliner_crm_delete_account" data-action-label="Delete Account" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Delete Account</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="pipeliner_crm_delete_account" aria-label="Copy pipeliner_crm_delete_account"><code className="connector-page-code">pipeliner\_crm\_delete\_account</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Removes an account by ID.</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="pipeliner_crm_list_contacts" data-action-label="List Contacts" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>List Contacts</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="pipeliner_crm_list_contacts" aria-label="Copy pipeliner_crm_list_contacts"><code className="connector-page-code">pipeliner\_crm\_list\_contacts</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Returns a paginated list of contacts from Pipeliner CRM.</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="pipeliner_crm_get_contact" data-action-label="Get Contact" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Get Contact</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="pipeliner_crm_get_contact" aria-label="Copy pipeliner_crm_get_contact"><code className="connector-page-code">pipeliner\_crm\_get\_contact</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Retrieves a single contact by ID from Pipeliner CRM.</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="pipeliner_crm_create_contact" data-action-label="Create Contact" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Create Contact</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="pipeliner_crm_create_contact" aria-label="Copy pipeliner_crm_create_contact"><code className="connector-page-code">pipeliner\_crm\_create\_contact</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Creates a new contact in Pipeliner CRM.</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="pipeliner_crm_update_contact" data-action-label="Update Contact" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Update Contact</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="pipeliner_crm_update_contact" aria-label="Copy pipeliner_crm_update_contact"><code className="connector-page-code">pipeliner\_crm\_update\_contact</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Updates an existing contact by ID in Pipeliner CRM.</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="pipeliner_crm_delete_contact" data-action-label="Delete Contact" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Delete Contact</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="pipeliner_crm_delete_contact" aria-label="Copy pipeliner_crm_delete_contact"><code className="connector-page-code">pipeliner\_crm\_delete\_contact</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Removes a contact from Pipeliner CRM by ID.</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="pipeliner_crm_list_leads" data-action-label="List Leads" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>List Leads</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="pipeliner_crm_list_leads" aria-label="Copy pipeliner_crm_list_leads"><code className="connector-page-code">pipeliner\_crm\_list\_leads</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Returns a paginated list of leads from Pipeliner CRM.</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="pipeliner_crm_get_lead" data-action-label="Get Lead" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Get Lead</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="pipeliner_crm_get_lead" aria-label="Copy pipeliner_crm_get_lead"><code className="connector-page-code">pipeliner\_crm\_get\_lead</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Retrieves a single lead by ID.</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="pipeliner_crm_create_lead" data-action-label="Create Lead" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Create Lead</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="pipeliner_crm_create_lead" aria-label="Copy pipeliner_crm_create_lead"><code className="connector-page-code">pipeliner\_crm\_create\_lead</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Creates a new lead in Pipeliner CRM.</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="pipeliner_crm_update_lead" data-action-label="Update Lead" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Update Lead</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="pipeliner_crm_update_lead" aria-label="Copy pipeliner_crm_update_lead"><code className="connector-page-code">pipeliner\_crm\_update\_lead</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Updates an existing lead by ID.</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="pipeliner_crm_delete_lead" data-action-label="Delete Lead" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Delete Lead</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="pipeliner_crm_delete_lead" aria-label="Copy pipeliner_crm_delete_lead"><code className="connector-page-code">pipeliner\_crm\_delete\_lead</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Removes a lead from Pipeliner CRM by ID.</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="pipeliner_crm_list_opportunities" data-action-label="List Opportunities" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>List Opportunities</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="pipeliner_crm_list_opportunities" aria-label="Copy pipeliner_crm_list_opportunities"><code className="connector-page-code">pipeliner\_crm\_list\_opportunities</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Retrieve a paginated list of opportunities from Pipeliner CRM.</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="pipeliner_crm_get_opportunity" data-action-label="Get Opportunity" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Get Opportunity</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="pipeliner_crm_get_opportunity" aria-label="Copy pipeliner_crm_get_opportunity"><code className="connector-page-code">pipeliner\_crm\_get\_opportunity</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Retrieve a single opportunity by ID.</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="pipeliner_crm_create_opportunity" data-action-label="Create Opportunity" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Create Opportunity</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="pipeliner_crm_create_opportunity" aria-label="Copy pipeliner_crm_create_opportunity"><code className="connector-page-code">pipeliner\_crm\_create\_opportunity</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Create a new opportunity in Pipeliner CRM.</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="pipeliner_crm_update_opportunity" data-action-label="Update Opportunity" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Update Opportunity</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="pipeliner_crm_update_opportunity" aria-label="Copy pipeliner_crm_update_opportunity"><code className="connector-page-code">pipeliner\_crm\_update\_opportunity</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Update an existing opportunity by ID.</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="pipeliner_crm_delete_opportunity" data-action-label="Delete Opportunity" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Delete Opportunity</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="pipeliner_crm_delete_opportunity" aria-label="Copy pipeliner_crm_delete_opportunity"><code className="connector-page-code">pipeliner\_crm\_delete\_opportunity</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Delete an opportunity by ID.</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="pipeliner_crm_list_tasks" data-action-label="List Tasks" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>List Tasks</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="pipeliner_crm_list_tasks" aria-label="Copy pipeliner_crm_list_tasks"><code className="connector-page-code">pipeliner\_crm\_list\_tasks</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Returns a paginated list of tasks.</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="pipeliner_crm_get_task" data-action-label="Get Task" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Get Task</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="pipeliner_crm_get_task" aria-label="Copy pipeliner_crm_get_task"><code className="connector-page-code">pipeliner\_crm\_get\_task</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Retrieves a single task by ID.</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="pipeliner_crm_create_task" data-action-label="Create Task" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Create Task</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="pipeliner_crm_create_task" aria-label="Copy pipeliner_crm_create_task"><code className="connector-page-code">pipeliner\_crm\_create\_task</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Creates a new task in Pipeliner CRM.</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="pipeliner_crm_update_task" data-action-label="Update Task" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Update Task</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="pipeliner_crm_update_task" aria-label="Copy pipeliner_crm_update_task"><code className="connector-page-code">pipeliner\_crm\_update\_task</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Updates an existing task by ID.</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="pipeliner_crm_delete_task" data-action-label="Delete Task" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Delete Task</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="pipeliner_crm_delete_task" aria-label="Copy pipeliner_crm_delete_task"><code className="connector-page-code">pipeliner\_crm\_delete\_task</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Removes a task by ID.</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="pipeliner_crm_list_appointments" data-action-label="List Appointments" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>List Appointments</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="pipeliner_crm_list_appointments" aria-label="Copy pipeliner_crm_list_appointments"><code className="connector-page-code">pipeliner\_crm\_list\_appointments</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Returns a paginated list of appointments.</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="pipeliner_crm_get_appointment" data-action-label="Get Appointment" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Get Appointment</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="pipeliner_crm_get_appointment" aria-label="Copy pipeliner_crm_get_appointment"><code className="connector-page-code">pipeliner\_crm\_get\_appointment</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Retrieves a single appointment by ID.</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="pipeliner_crm_create_appointment" data-action-label="Create Appointment" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Create Appointment</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="pipeliner_crm_create_appointment" aria-label="Copy pipeliner_crm_create_appointment"><code className="connector-page-code">pipeliner\_crm\_create\_appointment</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Creates a new appointment in Pipeliner CRM.</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="pipeliner_crm_update_appointment" data-action-label="Update Appointment" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Update Appointment</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="pipeliner_crm_update_appointment" aria-label="Copy pipeliner_crm_update_appointment"><code className="connector-page-code">pipeliner\_crm\_update\_appointment</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Updates an existing appointment by ID.</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="pipeliner_crm_delete_appointment" data-action-label="Delete Appointment" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Delete Appointment</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="pipeliner_crm_delete_appointment" aria-label="Copy pipeliner_crm_delete_appointment"><code className="connector-page-code">pipeliner\_crm\_delete\_appointment</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Removes an appointment by ID.</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="pipeliner_crm_list_notes" data-action-label="List Notes" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>List Notes</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="pipeliner_crm_list_notes" aria-label="Copy pipeliner_crm_list_notes"><code className="connector-page-code">pipeliner\_crm\_list\_notes</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Returns a paginated list of notes.</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="pipeliner_crm_get_note" data-action-label="Get Note" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Get Note</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="pipeliner_crm_get_note" aria-label="Copy pipeliner_crm_get_note"><code className="connector-page-code">pipeliner\_crm\_get\_note</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Retrieves a single note by ID.</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="pipeliner_crm_create_note" data-action-label="Create Note" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Create Note</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="pipeliner_crm_create_note" aria-label="Copy pipeliner_crm_create_note"><code className="connector-page-code">pipeliner\_crm\_create\_note</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Creates a new note in Pipeliner CRM.</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="pipeliner_crm_update_note" data-action-label="Update Note" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Update Note</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="pipeliner_crm_update_note" aria-label="Copy pipeliner_crm_update_note"><code className="connector-page-code">pipeliner\_crm\_update\_note</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Updates an existing note by ID.</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="pipeliner_crm_delete_note" data-action-label="Delete Note" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Delete Note</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="pipeliner_crm_delete_note" aria-label="Copy pipeliner_crm_delete_note"><code className="connector-page-code">pipeliner\_crm\_delete\_note</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Removes a note by ID.</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="pipeliner_crm_list_products" data-action-label="List Products" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>List Products</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="pipeliner_crm_list_products" aria-label="Copy pipeliner_crm_list_products"><code className="connector-page-code">pipeliner\_crm\_list\_products</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Returns a paginated list of products from the product catalog.</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="pipeliner_crm_get_product" data-action-label="Get Product" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Get Product</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="pipeliner_crm_get_product" aria-label="Copy pipeliner_crm_get_product"><code className="connector-page-code">pipeliner\_crm\_get\_product</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Retrieves a single product by ID.</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="pipeliner_crm_create_product" data-action-label="Create Product" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Create Product</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="pipeliner_crm_create_product" aria-label="Copy pipeliner_crm_create_product"><code className="connector-page-code">pipeliner\_crm\_create\_product</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Creates a new product in the catalog.</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="pipeliner_crm_update_product" data-action-label="Update Product" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Update Product</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="pipeliner_crm_update_product" aria-label="Copy pipeliner_crm_update_product"><code className="connector-page-code">pipeliner\_crm\_update\_product</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Updates an existing product by ID.</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="pipeliner_crm_delete_product" data-action-label="Delete Product" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Delete Product</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="pipeliner_crm_delete_product" aria-label="Copy pipeliner_crm_delete_product"><code className="connector-page-code">pipeliner\_crm\_delete\_product</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Removes a product from the catalog by ID.</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="pipeliner_crm_list_oppty_product_relations" data-action-label="List Opportunity Product Relations" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>List Opportunity Product Relations</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="pipeliner_crm_list_oppty_product_relations" aria-label="Copy pipeliner_crm_list_oppty_product_relations"><code className="connector-page-code">pipeliner\_crm\_list\_oppty\_product\_relations</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Returns a paginated list of opportunity product line items.</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="pipeliner_crm_get_oppty_product_relation" data-action-label="Get Opportunity Product Relation" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Get Opportunity Product Relation</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="pipeliner_crm_get_oppty_product_relation" aria-label="Copy pipeliner_crm_get_oppty_product_relation"><code className="connector-page-code">pipeliner\_crm\_get\_oppty\_product\_relation</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Retrieves a single opportunity product line item by ID.</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="pipeliner_crm_create_oppty_product_relation" data-action-label="Create Opportunity Product Relation" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Create Opportunity Product Relation</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="pipeliner_crm_create_oppty_product_relation" aria-label="Copy pipeliner_crm_create_oppty_product_relation"><code className="connector-page-code">pipeliner\_crm\_create\_oppty\_product\_relation</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Creates a new product line item on an opportunity.</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="pipeliner_crm_update_oppty_product_relation" data-action-label="Update Opportunity Product Relation" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Update Opportunity Product Relation</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="pipeliner_crm_update_oppty_product_relation" aria-label="Copy pipeliner_crm_update_oppty_product_relation"><code className="connector-page-code">pipeliner\_crm\_update\_oppty\_product\_relation</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Updates an existing opportunity product line item by ID.</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="pipeliner_crm_delete_oppty_product_relation" data-action-label="Delete Opportunity Product Relation" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Delete Opportunity Product Relation</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="pipeliner_crm_delete_oppty_product_relation" aria-label="Copy pipeliner_crm_delete_oppty_product_relation"><code className="connector-page-code">pipeliner\_crm\_delete\_oppty\_product\_relation</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Removes an opportunity product line item by ID.</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="pipeliner_crm_list_clients" data-action-label="List Clients" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>List Clients</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="pipeliner_crm_list_clients" aria-label="Copy pipeliner_crm_list_clients"><code className="connector-page-code">pipeliner\_crm\_list\_clients</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Returns a paginated list of CRM users (clients).</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="pipeliner_crm_get_client" data-action-label="Get Client" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Get Client</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="pipeliner_crm_get_client" aria-label="Copy pipeliner_crm_get_client"><code className="connector-page-code">pipeliner\_crm\_get\_client</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Retrieves a single CRM user by ID.</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="pipeliner_crm_list_pipelines" data-action-label="List Pipelines" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>List Pipelines</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="pipeliner_crm_list_pipelines" aria-label="Copy pipeliner_crm_list_pipelines"><code className="connector-page-code">pipeliner\_crm\_list\_pipelines</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Returns a paginated list of sales pipelines.</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="pipeliner_crm_get_pipeline" data-action-label="Get Pipeline" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Get Pipeline</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="pipeliner_crm_get_pipeline" aria-label="Copy pipeliner_crm_get_pipeline"><code className="connector-page-code">pipeliner\_crm\_get\_pipeline</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Retrieves a single pipeline by ID.</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="pipeliner_crm_list_steps" data-action-label="List Steps" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>List Steps</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="pipeliner_crm_list_steps" aria-label="Copy pipeliner_crm_list_steps"><code className="connector-page-code">pipeliner\_crm\_list\_steps</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Returns a paginated list of pipeline steps.</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="pipeliner_crm_get_step" data-action-label="Get Step" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Get Step</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="pipeliner_crm_get_step" aria-label="Copy pipeliner_crm_get_step"><code className="connector-page-code">pipeliner\_crm\_get\_step</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Retrieves a single pipeline step by ID.</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="pipeliner_crm_list_currencies" data-action-label="List Currencies" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>List Currencies</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="pipeliner_crm_list_currencies" aria-label="Copy pipeliner_crm_list_currencies"><code className="connector-page-code">pipeliner\_crm\_list\_currencies</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Returns a paginated list of currency definitions.</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="pipeliner_crm_get_currency" data-action-label="Get Currency" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Get Currency</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="pipeliner_crm_get_currency" aria-label="Copy pipeliner_crm_get_currency"><code className="connector-page-code">pipeliner\_crm\_get\_currency</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Retrieves a single currency by ID.</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="pipeliner_crm_list_sales_units" data-action-label="List Sales Units" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>List Sales Units</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="pipeliner_crm_list_sales_units" aria-label="Copy pipeliner_crm_list_sales_units"><code className="connector-page-code">pipeliner\_crm\_list\_sales\_units</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Returns a paginated list of sales units.</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="pipeliner_crm_get_sales_unit" data-action-label="Get Sales Unit" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Get Sales Unit</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="pipeliner_crm_get_sales_unit" aria-label="Copy pipeliner_crm_get_sales_unit"><code className="connector-page-code">pipeliner\_crm\_get\_sales\_unit</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Retrieves a single sales unit by ID.</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="pipeliner_crm_list_account_types" data-action-label="List Account Types" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>List Account Types</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="pipeliner_crm_list_account_types" aria-label="Copy pipeliner_crm_list_account_types"><code className="connector-page-code">pipeliner\_crm\_list\_account\_types</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Returns a paginated list of account type classifications.</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="pipeliner_crm_get_account_type" data-action-label="Get Account Type" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Get Account Type</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="pipeliner_crm_get_account_type" aria-label="Copy pipeliner_crm_get_account_type"><code className="connector-page-code">pipeliner\_crm\_get\_account\_type</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Retrieves a single account type by ID.</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="pipeliner_crm_list_tags" data-action-label="List Tags" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>List Tags</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="pipeliner_crm_list_tags" aria-label="Copy pipeliner_crm_list_tags"><code className="connector-page-code">pipeliner\_crm\_list\_tags</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Returns a paginated list of tag definitions.</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="pipeliner_crm_get_tag" data-action-label="Get Tag" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Get Tag</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="pipeliner_crm_get_tag" aria-label="Copy pipeliner_crm_get_tag"><code className="connector-page-code">pipeliner\_crm\_get\_tag</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Retrieves a single tag by ID.</div>
      </div>
    </div>
  </div>
</div>

## Getting Started

<Steps>
  <Step title="Create or Select a Project">
    Set up a new project or select an existing one. See the [Projects Guide](/guides/managing-projects).
  </Step>

  <Step title="Configure the Connector">
    Enable the connector and set up a connector profile in your project. See [Managing Connectors](/guides/explore-connectors).

    <Columns cols={2}>
      <Card title="Connector Profile" href="/connectors/pipeliner_crm/guides/connector-profile/basic-auth" icon="https://stackone-logos.com/api/pipeliner/filled/png" horizontal>
        Pipeliner CRM - Basic Auth
      </Card>
    </Columns>
  </Step>

  <Step title="Link an Account">
    Connect an account using [StackOne Hub](/guides/embedding-stackone-hub) or [Auth Link](/guides/auth-link).

    <Columns cols={2}>
      <Card title="Link Account" href="/connectors/pipeliner_crm/guides/link-account/basic-auth" icon="https://stackone-logos.com/api/pipeliner/filled/png" horizontal>
        Pipeliner CRM - Basic Auth
      </Card>
    </Columns>
  </Step>

  <Step title="Use Actions">
    Invoke actions using one of the methods below:

    * [MCP](/mcp/quickstart) – Model Context Protocol for AI assistants
    * [A2A](/a2a/quickstart) – Agent-to-Agent protocol
    * [AI Toolset (TypeScript)](/agents/typescript/introduction) – TypeScript SDK for AI agents
    * [AI Toolset (Python)](/agents/python/introduction) – Python SDK for AI agents
    * [Actions RPC](/platform/api-reference/actions/make-an-rpc-call-to-an-action) – Direct API calls
    * [Playground](/guides/playground) – Test actions in the dashboard
  </Step>
</Steps>