# Pipedrive Activities MCP for AI Agents AI Agent Connect > Pipedrive Activities lets you create and manage calls, meetings, tasks, emails, and deadlines directly through your AI agent. It gives you full activity tracking for your Pipedrive account without the need to switch tabs. You can search deals, find contacts, and update pipelines from a single chat interface. ## Overview - **Category:** sales-crm - **Price:** Free - **Endpoint:** https://edge.vinkius.com/vk_preview_naHAfjmusgjLuGtVCjl1Frxl3CJyKT9gD1jLYb3S/ai-agent-connect - **Tags:** activity-tracking, task-management, calendar-integration, sales-automation, deal-management ## Description This Connector connects your Pipedrive CRM to your AI agent so you can run your sales pipeline without leaving your workspace. It handles the heavy lifting of activity management by letting your agent create calls, schedule meetings, and set deadlines for follow-ups. You can search for specific deals or find contact info like emails and phone numbers instantly. If you need to organize your day, your agent can list pending tasks or check the engagement history of a specific opportunity. It also handles the organizational side, allowing you to attach notes to companies or people and view your entire pipeline flow. By using this through the Vinkius catalog, you get a way to keep your CRM data current through simple conversation rather than manual data entry. It turns your AI into a dedicated sales assistant that knows exactly what needs to happen next in your pipeline. ## Tools ### pd_list_activities See all pending and completed tasks, calls, and emails with their due dates. ### pd_create_activity Schedule a call, meeting, email, or task in Pipedrive and link it to a deal. ### pd_deal_activities Pull a full history of calls and meetings for a specific deal. ### pd_delete_activity Permanently remove an activity from your Pipedrive records. ### pd_get_activity Get the specific details, notes, and duration of a single activity. ### pd_activity_types Check the available activity types, including custom ones, for your Pipedrive account. ### pd_mark_activity_done Mark a completed meeting or call as done to clear it from your task queue. ### pd_update_activity Change the subject, type, or due date of an existing Pipedrive activity. ## Prompt Examples **Prompt:** ``` What calls do I have scheduled for this deal? ``` **Response:** ``` Here are the activities for the Acme Corp deal: - **Follow-up Call** - Date: Oct 24, 2023 - Status: Pending - **Intro Meeting** - Date: Oct 15, 2023 - Status: Completed ``` **Prompt:** ``` Create a task for me to email the lead tomorrow morning. ``` **Response:** ``` Done. I've scheduled an email task for you. - **Subject:** Follow-up with Lead - **Due:** Tomorrow, 9:00 AM - **Status:** Pending ``` **Prompt:** ``` Show me my pipeline stages. ``` **Response:** ``` Your current sales pipeline stages are: 1. Lead In 2. Contact Made 3. Prospect Qualified 4. Proposal Made 5. Negotiations Started 6. Won 7. Lost ``` ## Capabilities ### Create sales activities Schedule calls, meetings, or tasks and link them to specific deals. ### Track deal history View all past and upcoming activities for a specific sales opportunity. ### Manage contact records Find and create persons with their phone numbers and organization details. ### Organize pipelines See all stages of your deal flow and current pipeline status. ### Update activity status Mark tasks as completed or change their due dates and subjects. ### Attach notes Add specific details to deals, contacts, or organizations for better context. ## Use Cases ### Scheduling a new lead follow-up An SDR tells the agent to create a call activity for tomorrow. The agent uses pd_create_activity to schedule it and links it to the correct contact. ### Reviewing a deal's engagement history A Sales Rep wants to know what happened with the Acme Corp deal. The agent uses pd_deal_activities to pull the history and summarizes the recent calls. ### Getting a pipeline overview A manager asks for a summary of the sales pipeline. The agent lists the stages and current deal flow. ### Rescheduling a missed meeting A user tells the agent a meeting was moved. The agent uses pd_update_activity to change the due date and time. ## Benefits - Stop manual data entry by using pd_create_activity to schedule follow-ups instantly. - Get a full view of your pipeline stages without clicking through multiple menus. - Save time on research by finding contact details and organization info with one query. - Keep your task queue clean by using pd_mark_activity_done for completed items. - Stay organized by attaching notes to specific deals or persons using the dedicated note tools. - Quickly see what is next by listing all pending activities with pd_list_activities. ## How It Works The bottom line is you stop tab-switching and start managing your sales pipeline through a single chat interface. 1. Connect your Pipedrive account to your AI client via the Vinkius dashboard. 2. Grant the Connector permission to read and write to your deals, contacts, and activities. 3. Start asking your agent to schedule follow-ups or summarize deal history. ## Frequently Asked Questions **Can I use Pipedrive Activities to schedule my daily follow-ups?** Yes, you can tell your agent to create calls, meetings, or tasks. It will automatically link them to the right deals and put them in your Pipedrive calendar. **Does Pipedrive Activities let me see my past deal history?** It does. Your agent can pull all previous activities for a specific deal so you can see exactly what has happened without searching. **Can I manage my contacts through this Pipedrive CRM MCP?** Yes, you can find and create persons, including their email and phone numbers, directly through your AI client. **How do I update a meeting time in Pipedrive using the Connector?** You just tell your agent the new time. It will use the update tool to change the due date and time on the existing activity for you. **Will this Connector help me see my sales pipeline flow?** Yes, your agent can pull the list of all pipeline stages and show you where your deals currently sit in the process. **Can I mark tasks as finished in Pipedrive?** Yes, your agent can mark activities as done. This removes them from your pending queue while keeping the record in your history. **What Pipedrive data can I access?** Deals, Persons, Organizations, Activities, Notes, and Pipelines. All data respects your Pipedrive permissions. **Can I create and update records?** Yes! Create and update deals, contacts, activities, and notes — all through natural conversation. **How does authentication work?** Uses your personal Pipedrive API token. Find it in Settings > Personal preferences > API. No OAuth flow needed.