# Pipedrive CRM (Full) MCP for AI Agents AI Agent Connect > Pipedrive CRM (Full) MCP gives your AI agent direct access to your sales pipeline. Manage deals, contacts, and activities through natural conversation. Create new records, update deal stages, and log meeting notes without leaving your chat interface. It turns your CRM into a conversational workspace where you can find information and update your sales data in seconds. ## Overview - **Category:** sales-crm - **Price:** Free - **Endpoint:** https://edge.vinkius.com/vk_preview_qnmWWDWL0o47wgC5tLbLJpPxKrVEMMGQh418Tn7z/ai-agent-connect - **Tags:** crm-management, deal-management, contact-management, sales-automation, pipeline-tracking, activity-tracking ## Description This Connector gives your agent direct access to your Pipedrive account. Instead of jumping between tabs to update a deal or find a contact, you can just tell your agent what needs to happen. You can create new deals, move them through stages, and log activities like calls or meetings in seconds. It handles the heavy lifting of keeping your CRM tidy. When you find this in the Vinkius catalog, you're getting a way to turn your sales data into a conversational workspace. You can ask about your pipeline, search for specific companies, or attach notes to existing records without ever opening a browser tab. It keeps your sales process moving forward by making the data entry part of the conversation. You can quickly check your upcoming tasks, see how many deals are in each stage, and keep your records organized by linking people to their correct organizations. This means you spend less time on data entry and more time actually selling. ## Tools ### pd_create_activity Schedule a call, meeting, or task in Pipedrive. This links the activity to a specific deal or contact and puts it on your calendar. ### pd_create_note Add a note to a deal, person, or organization. Use this to log quick summaries from meetings or internal context for the team. ### pd_create_person Create a new contact in Pipedrive with their name and email. You can also link them to an existing organization to keep your records organized. ### pd_list_activities View your recent and upcoming activities like calls and tasks. This helps you see what needs to be done today or what happened recently. ### pd_list_pipelines See all the different pipelines in your Pipedrive account. Use this to understand your different sales processes like new business or renewals. ### pd_search_deals Search for deals by name or keyword to find specific opportunities. It returns the value, stage, and contact info for each result. ### pd_search_organizations Find companies in your CRM by searching their name. This lets you quickly grab the organization ID for linking to other records. ### pd_search_persons Look up contacts by name, email, or phone number. This helps you find the right person ID to link to a new deal or activity. ### pd_update_deal Update the details of an existing deal. Use this to change the stage, update the monetary value, or mark a deal as won or lost. ### pd_create_deal Create a new deal with a title, value, and currency. You can also link it to a person or organization and pick the right pipeline stage. ### pd_list_stages Get a list of all stages within a specific pipeline. This is useful for seeing the flow of a deal and how many deals are in each step. ## Prompt Examples **Prompt:** ``` Search for deals with Acme Corp ``` **Response:** ``` 📊 **Deals with Acme Corp** | Title | Value | Stage | Pipeline | |---|---|---| | Acme Enterprise License | $45,000 | Proposal Made | Sales Pipeline | | Acme Support Plan | $12,000 | Won | Renewals | ``` **Prompt:** ``` Create a call activity for tomorrow at 2pm ``` **Response:** ``` ✅ **Activity Created!** * **Type:** Call * **Subject:** Follow-up call * **Due:** Tomorrow at 2:00 PM * **Status:** Pending ``` **Prompt:** ``` Show me the pipeline stages ``` **Response:** ``` 📦 **Sales Pipeline** 1. Lead In 2. Contact Made 3. Prospect Qualified 4. Proposal Made 5. Negotiations Started 6. Won ✅ 7. Lost ❌ ``` ## Capabilities ### Create new deals Tell your agent to start a new deal with a title, value, and currency. ### Update deal stages Move deals through your pipeline or mark them as won and lost instantly. ### Log sales activities Schedule calls, meetings, and tasks that appear on your Pipedrive calendar. ### Search for contacts Find people or companies in your CRM using names, emails, or phone numbers. ### Attach notes to records Add meeting summaries or internal context to deals, persons, or organizations. ### View pipeline flow Get a list of your pipelines and the number of deals in every stage. ## Use Cases ### SDR Lead Logging An SDR finishes a cold call and tells the agent to create a new contact and a follow-up activity. The agent uses pd_create_person and pd_create_activity to log it instantly. ### Deal Advancement A sales rep tells the agent a deal is ready for a proposal. The agent uses pd_update_deal to move the deal to the correct stage in the pipeline. ### Pipeline Audit A manager asks the agent to show all deals in the Negotiation stage. The agent uses pd_search_deals to pull a summary of values and contacts. ### Quick Note Taking A rep finishes a discovery call and asks the agent to attach a summary note to the organization. The agent uses pd_create_note to log the context. ## Benefits - Stop switching tabs by updating deal statuses and values using pd_update_deal directly in your conversation. - Keep your calendar accurate by scheduling calls and meetings with pd_create_activity as you finish them. - Build a cleaner database by linking new contacts to companies using pd_search_organizations to find existing records. - Log meeting summaries instantly with pd_create_note so no important details get lost between calls. - Get a bird's eye view of your sales flow by listing pipelines and stages with pd_list_pipelines to see where deals sit. - Save time on lead management by asking your agent to create new persons and organizations on the fly. ## How It Works The bottom line is you can manage your entire sales process through a simple chat interface. 1. Connect your Pipedrive account to the Connector. 2. Add the Connector to your AI client through the Vinkius dashboard. 3. Ask your agent to perform tasks like finding a deal or creating a new contact. ## Frequently Asked Questions **Can the Pipedrive CRM (Full) MCP create new deals for me?** Yes, it can create deals with titles, values, and currencies. It also links them to the right people and organizations automatically. **How does the Pipedrive CRM (Full) MCP handle my calendar?** You can use it to schedule calls, meetings, and tasks. These will show up in your Pipedrive calendar and task queue. **Can I use the Pipedrive CRM (Full) MCP to find specific contacts?** Yes, you can search for people by name, email, or phone number. This helps you find the right ID to link to your activities. **Will the Pipedrive CRM (Full) MCP update my sales stages?** It can update specific deal fields like the stage, value, and title. You can even mark a deal as won or lost. **Can I log notes on different types of records?** Yes, you can attach notes to deals, persons, or organizations. This is great for keeping meeting summaries in one place. **Does the Pipedrive CRM (Full) MCP show me my different sales pipelines?** It can list all your active pipelines. This helps you see the different processes you have running. **Is the Pipedrive CRM (Full) MCP good for SDRs?** It is a great fit for SDRs who need to quickly create new leads and log follow-up activities without manual data entry. **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.