Pipedrive MCP server for AI agents

Search, list, create and update Pipedrive deals, persons, organizations, activities and notes, read pipelines and stages, and attach products to deals.

PipedriveAPI_KEYOAUTH2

Runs with your users' own Pipedrive accounts. Credentials stay on prompt-tm.com.

29 tools · 0 triggers

Auth
API key · OAuth 2.0 (sign in with the app)
Tools
29
Triggers
0
Category
CRM
Connect Pipedrive www.pipedrive.com

Tools and triggers

  • Search across items

    PIPEDRIVE_SEARCH_ITEM

    Searches deals, persons, organizations, products, leads, files and projects at once, in the item types and fields you pick.read-only

  • List deals

    PIPEDRIVE_GET_DEALS

    Lists deals that aren't archived, filtered by owner, person, organization, pipeline, stage, status or update time.read-only

  • Get a deal

    PIPEDRIVE_GET_DEAL

    Returns the details of a specific deal.read-only

  • Search deals

    PIPEDRIVE_SEARCH_DEALS

    Searches deals by title, notes and custom fields, optionally only those of one person or organization.read-only

  • Create a deal

    PIPEDRIVE_ADD_DEAL

    Creates a deal with a title, value, owner, person or organization, pipeline and stage.

  • Update a deal

    PIPEDRIVE_UPDATE_DEAL

    Updates the properties of a deal.

  • List persons

    PIPEDRIVE_GET_PERSONS

    Returns data about all persons. Fields `ims`, `postal_address`, `notes`, `birthday`, and `job_title` are only included if contact sync is enabled for the company.read-only

  • Get a person

    PIPEDRIVE_GET_PERSON

    Returns the details of a specific person. Fields `ims`, `postal_address`, `notes`, `birthday`, and `job_title` are only included if contact sync is enabled for the company.read-only

  • Search persons

    PIPEDRIVE_SEARCH_PERSONS

    Searches persons by name, email, phone, notes and custom fields, optionally within one organization.read-only

  • Create a person

    PIPEDRIVE_ADD_PERSON

    Adds a new person. If the company uses the Campaigns product, then this endpoint will also accept and return the `marketing_status` field.

  • Update a person

    PIPEDRIVE_UPDATE_PERSON

    Updates the properties of a person. If the company uses the Campaigns product, then this endpoint will also accept and return the `marketing_status` field.

  • List organizations

    PIPEDRIVE_GET_ORGANIZATIONS

    Lists organizations, filtered by owner, IDs, a saved filter or update time.read-only

  • Get an organization

    PIPEDRIVE_GET_ORGANIZATION

    Returns the details of a specific organization.read-only

  • Search organizations

    PIPEDRIVE_SEARCH_ORGANIZATION

    Searches organizations by name, address, notes and custom fields.read-only

  • Create an organization

    PIPEDRIVE_ADD_ORGANIZATION

    Adds a new organization.

  • Update an organization

    PIPEDRIVE_UPDATE_ORGANIZATION

    Updates the properties of an organization.

  • List activities

    PIPEDRIVE_GET_ACTIVITIES

    Lists activities (calls, meetings, tasks), filtered by owner, deal, person, organization, done state or update time.read-only

  • Get an activity

    PIPEDRIVE_GET_ACTIVITY

    Returns the details of a specific activity.read-only

  • Create an activity

    PIPEDRIVE_ADD_ACTIVITY

    Adds a new activity.

  • Update an activity

    PIPEDRIVE_UPDATE_ACTIVITY

    Updates the properties of an activity.

  • List pipelines

    PIPEDRIVE_GET_PIPELINES

    Lists the sales pipelines with their IDs.read-only

  • List stages

    PIPEDRIVE_GET_STAGES

    Lists pipeline stages with their IDs, optionally of one pipeline.read-only

  • List products

    PIPEDRIVE_GET_PRODUCTS

    Lists products, filtered by owner, IDs, a saved filter or update time.read-only

  • Search products

    PIPEDRIVE_SEARCH_PRODUCTS

    Searches products by name, code and custom fields.read-only

  • List a deal's products

    PIPEDRIVE_GET_DEAL_PRODUCTS

    Lists products attached to a deal.read-only

  • Add a product to a deal

    PIPEDRIVE_ADD_DEAL_PRODUCT

    Attaches a product to a deal with a price, quantity and discount; it adds to the deal's total value.

  • List notes

    PIPEDRIVE_GET_NOTES

    Lists notes, optionally only those on one deal, person, organization, lead or project, or by one user.read-only

  • Add a note

    PIPEDRIVE_ADD_NOTE

    Adds a note to a deal, person, organization, lead or project. Give at least one of their IDs.

  • Get the current user

    PIPEDRIVE_GET_CURRENT_USER

    Returns the user the connection acts as, with their user ID and the company's ID, name and domain.read-only

Try Pipedrive now

Sign in, connect your account and run any of these in the playground, or ask your agent through the router.

Try it free

Connect via MCP

Create an MCP server for Pipedrive in the dashboard, then add its URL to your client. This is the Claude Code command; the client guide has the others.

terminal
claude mcp add --transport http pipedrive \
  "https://www.prompt-tm.com/mcp/<server id>?user_id=<your user>" \
  --header "x-api-key: ptm_…"

Connect via REST

Run a tool with one request. The response is { data, error, successful, log_id } for every tool.

terminal
curl -X POST https://www.prompt-tm.com/api/v3/tools/execute/PIPEDRIVE_SEARCH_ITEM \
  -H "x-api-key: $PROMPT_TM_KEY" -H "content-type: application/json" \
  -d '{ "user_id": "alice", "arguments": {} }'

Pipedrive questions

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