Managing sales opportunities
Contact and company management
CRM AI
Email archiving
Reporting and statistics
Mobile CRM Application
Sales activity tracking
Email templates
Sales targets
Geolocation of contacts and companies
MCP Webmecanik Pipeline Server
Centralize your data
Sales Forecasting
Save time
Improve my sales performance
Migration to Webmecanik
Integrations
PartnersConnect your AI assistant to Webmecanik Pipeline thanks to the MCP
Connect ChatGPT, Claude or your other preferred AI assistants to Webmecanik Pipeline. Find an opportunity, update a record or schedule a follow-up in one sentence, using data hosted in France.
More than 700 clients trust us,
from startups to major players in finance.
Make your AI assistant a real sales assistant
With the MCP from Webmecanik Pipeline, your AI assistant no longer just answers your questions. It can use your CRM data to help you analyze your activity, prepare your sales actions and automate more of your day-to-day tasks.
Prepare a meeting, identify the opportunities to follow up, track your goals or trigger an action in your CRM: you control Webmecanik Pipeline directly from your AI assistant, simply in natural language.
Less searching, less data entry, more time for your prospects and customers.
How does the Webmecanik Pipeline MCP server work?
The Model Context Protocol (MCP) is an open standard that enables AI assistants to connect to external tools and data sources. With the MCP from Webmecanik Pipeline, your AI assistant can access your CRM data, analyze it and, depending on the available actions, act on it directly in natural language.
1. Add the connector
From ChatGPT, Claude or any other MCP-compatible assistant, simply add the Webmecanik Pipeline MCP server.
2. Connect with your Webmecanik account
Authenticate with your Webmecanik account. Your assistant can access only the data and features that match your rights.
3. Make your first request
For example: « Which opportunities should I follow up on this week? ». Your assistant queries Webmecanik Pipeline and returns the information you need right away.
With the MCP, save time on your sales actions
Between searching for information, updating records and scheduling follow-ups, small tasks quickly pile up in a CRM. With the Webmecanik Pipeline MCP server, you can simply tell your AI assistant what you want to do: find an item, update a piece of data, prepare an action or carry out a follow-up.
A simpler, smoother way to manage your sales actions—without multiplying clicks or back-and-forths in the CRM.
Ask your AI assistant
Instantly find information about a contact, a company, an opportunity or your pipeline.
Go straight to the action
Turn information into sales action more easily.
Update a record, create an activity, schedule a follow-up or prepare your next action without multiplying manual steps in the CRM.
Automate more of your processes
Hand over some repetitive tasks to your assistant and focus on the ones that truly require your sales expertise.
Less data entry. Fewer clicks. More actions.
5 ready-to-use skills to optimize your day-to-day
Webmecanik Pipeline provides skills designed for the main moments of a salesperson’s day, so you can immediately harness the power of MCP. Launch your request, let the assistant analyze your data and focus on the next action.
Today’s brief
Start your day with a clear view of your priorities. Your assistant compiles today’s scheduled activities, overdue tasks, opportunities to close this month and the hot leads from Webmecanik Automation.
Preparing a client / prospect meeting
Go into your meetings with all the context you need. Your assistant analyzes the contact or company record, communication history, ongoing opportunities, stakeholders and available marketing activity.
Account summary
Get a complete view of an account in just a few seconds. Your assistant synthesizes key contacts, ongoing opportunities, recent activities, potential revenue, marketing history and the next actions to take.
Pipeline review
Quickly step back and review your pipeline. Your assistant identifies opportunities that are stagnating, overdue closing dates, files with no next action and your coverage level against your goals.
Tracking goals
Directly link your pipeline to your business goals. Your assistant helps you track your progress, identify gaps and adapt the analysis based on your role—whether you’re a salesperson or a manager.
Your sales and marketing data gathered in your AI assistant
A prospect isn’t limited to what happens in your CRM. Thanks to the connection between Webmecanik Pipeline and Webmecanik Automation, your AI assistant can cross-reference sales context with available marketing signals: engagement, score, campaigns, segments or recent interactions.
You can then ask it: « Among my open opportunities, which prospects show the most signs of interest? »
You get a more complete view of each prospect to prioritize your actions better and step in at the right time.
The power of AI, Webmecanik security
Connecting your AI assistant to Webmecanik Pipeline doesn’t mean opening up your entire CRM. Your assistant accesses only the data and actions authorized by the rights of your Webmecanik account. This keeps you in control of what can be viewed or used.
You benefit from what AI makes possible, without losing control over your data.
A secure connection via Webmecanik SSO
Each user signs in with their own Webmecanik account.
The same access rights as in Pipeline
The AI assistant can access only the data that the user is already authorized to access in Webmecanik Pipeline.
Your data stays hosted in France
Your CRM database remains hosted by Webmecanik in France, in line with our data protection commitments.
You stay in control at all times
You can disconnect your assistant from Webmecanik Pipeline whenever you want.
FAQ
The Model Context Protocol (MCP) is an open standard that allows an AI assistant to connect to external tools and data sources, such as Webmecanik Pipeline.
You can connect any assistant that is compatible with the MCP protocol, such as ChatGPT or Claude.
For example, you can find information, prepare a meeting, analyze your pipeline, identify opportunities to follow up on, update a record or trigger certain actions directly from your AI assistant.
No. MCP adds a new way to interact with your CRM. You continue using Webmecanik Pipeline to centralize and manage your activity, while also being able to perform certain searches and actions directly from your AI assistant.
Adopt the CRM that saves time… and customers
With Webmecanik Pipeline, centralize your data, track all your sales actions and let no deal slip away. While giving your sales team more performance and peace of mind!