Creates dataPipelinesMCP tool

`pipeline_records_create`

Create a new pipeline record.

Create a new pipeline record. Provide contact_id for an existing contact, OR first_name + last_name (+ optional email/phone) to auto-create a contact. The record starts at the default (first) stage. Returns the created record with ID for subsequent operations.

Parameters#

Parameter	Type	Required	Description
`pipeline_type_id`	string	Yes	Pipeline type UUID (use `pipeline_types_list` to find) · Format: UUID
`contact_id`	string	No	Existing contact UUID (optional if providing name/email) · Format: UUID
`first_name`	string	No	First name for auto-creating a contact
`last_name`	string	No	Last name for auto-creating a contact
`email`	string	No	Email address · Format: Email address
`phone`	string	No	Phone number
`company`	string	No	Company name
`title`	string	No	Record title (e.g., "Smith Brokerage — 15 seats")
`source`	string	No	Lead source (referral, website, ad, cold_call, etc.)
`estimated_ltv`	number	No	Estimated lifetime value in dollars
`expected_close_date`	string	No	Expected conversion date (Format: YYYY-MM-DD) · Format: Date (YYYY-MM-DD)
`priority`	enum	No	Priority level · One of: `low`, `medium`, `high`, `urgent`
`notes`	string	No	Notes about this record
`record_data`	object	No	Stage-specific fields as key-value pairs

Example prompts#

"Add Smith Brokerage as a new pipeline record with an estimated 18000 dollar lifetime value."
"Create a pipeline record for Dana Whitfield at Keystone Realty, high priority, source networking event."

Safety#

Creates data. Creates a new record in your CRM and may trigger notifications or webhooks. Running it twice creates a duplicate, so Claude runs it once per request.