# Pipedrive Deals MCP for AI Agents AI Agent Connect > Pipedrive Deals MCP lets your AI agent manage your entire sales pipeline. You can create deals, track stages, find contacts, and update activities without ever leaving your chat interface. It turns your CRM into a conversational workspace for closing more sales. ## Overview - **Category:** sales-crm - **Price:** Free - **Endpoint:** https://edge.vinkius.com/vk_preview_9vhnCGpRtynmq3N3uxaFm68UZemXVHYTMlt6fbch/ai-agent-connect - **Tags:** deal-management, pipeline-tracking, sales-forecasting, revenue-tracking ## Description Managing a sales pipeline usually involves a constant cycle of tab-switching. You're looking at a lead in one window, checking a contact's history in another, and trying to remember which stage a specific deal is in. This Connector changes that by putting your Pipedrive CRM data directly into your AI client. Instead of manual data entry, you can just tell your agent to create a new deal, link the right organization, or check who's following a specific opportunity. It handles the heavy lifting of navigating the CRM's structure so you can focus on the actual conversation with your customers. Because Vinkius hosts this Connector, you get a reliable way to connect your existing sales data to your favorite AI tools. You can pull reports on deal velocity, see who's involved in a high-value negotiation, and keep your notes updated in real-time. It's about making the CRM work for you, rather than you working for the CRM. ## Tools ### pd_deal_participants Get a list of all contacts involved in a specific deal. Use this to identify decision makers and influencers quickly. ### pd_deal_timeline Look at deal creation trends over days, weeks, or months. It's perfect for spotting shifts in your sales velocity. ### pd_deals_by_stage See all deals currently in a specific stage like Proposal or Negotiation. Use this to find where deals are getting stuck. ### pd_delete_deal Permanently remove a deal from your Pipedrive account. Only use this when you want to wipe the data entirely. ### pd_get_deal Retrieve every detail of a specific deal, including custom fields and history. It's the best way to drill down into a single opportunity. ### pd_update_deal Move a deal to a new stage or update its value and status. This is how you keep your pipeline moving forward in real-time. ### pd_create_deal Create a new deal in Pipedrive with a title, value, and specific pipeline placement. It's the primary way to add new opportunities to your sales flow. ### pd_deal_followers See which internal team members are tracking a specific deal. This helps you understand who needs to stay in the loop on a project. ### pd_deals_by_pipeline Pull every deal associated with a specific sales pipeline. This gives you a clear view of a particular sales process. ### pd_list_pipelines Get a list of all sales pipelines in your CRM. This helps you identify the correct IDs for filtering or creating deals. ### pd_list_stages See all stages within a pipeline along with their order and deal counts. Use this to map out your sales journey. ### pd_search_deals Search for deals by title or keyword to find specific opportunities. It quickly pulls the value, stage, and linked contacts. ## Prompt Examples **Prompt:** ``` Find all deals for the Acme account. ``` **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 new deal for $50k in the Enterprise pipeline. ``` **Response:** ``` ✅ **Deal Created Successfully!** - **Title**: New Enterprise Opportunity - **Value**: $50,000.00 - **Pipeline**: Enterprise - **Status**: New I've added this to your active pipeline. Would you like me to link a contact to it? ``` **Prompt:** ``` Who is involved in the 'Global Expansion' deal? ``` **Response:** ``` 👥 **Participants for 'Global Expansion'** - Sarah Jenkins (Decision Maker) - Mark Thompson (Legal Review) - Elena Rodriguez (Influencer) - David Chen (Technical Review) ``` ## Capabilities ### Create new sales deals Add new opportunities with specific values, currencies, and pipeline placements. ### Find contacts and organizations Search for existing people and companies linked to your deals instantly. ### Track pipeline progress View all deals in a specific pipeline or see which deals are in a certain stage. ### Schedule activities Create calls, meetings, tasks, and emails to keep your sales moving. ### Check deal visibility See which internal team members are following a specific deal for better collaboration. ### Analyze deal trends Get a look at how many deals were added over days, weeks, or months. ### Update deal statuses Move deals forward, change values, or mark them as won or lost. ## Use Cases ### Adding a new deal after a call A sales rep finishes a discovery call and asks their agent to create a new deal for $50,000 in the Enterprise pipeline using pd_create_deal. ### Identifying pipeline bottlenecks A sales manager asks the agent to show all deals currently in the Negotiation stage to see where the team is getting stuck. ### Checking stakeholder involvement An SDR needs to know who is involved in a big contract and asks the agent to list all participants for that specific deal. ### Analyzing monthly growth A RevOps lead asks the agent to show the deal creation trends over the last 30 days to see if the new lead gen strategy is working. ## Benefits - Stop switching tabs by accessing Pipedrive data directly within your AI client. - Save time on data entry by using pd_create_deal to build opportunities instantly. - Get a better view of your sales velocity using pd_deal_timeline to track trends. - Identify key stakeholders quickly with pd_deal_participants for every high-value deal. - Monitor pipeline health by pulling all deals with pd_deals_by_stage to find bottlenecks. - Keep your team aligned by checking deal visibility with pd_deal_followers. ## How It Works The bottom line is you can manage your entire Pipedrive CRM through a simple conversation with your AI agent. 1. Connect your Pipedrive account to the Vinkius platform. 2. Link your preferred AI client to the Pipedrive Deals MCP. 3. Ask your agent to perform CRM actions like creating deals or searching contacts. ## Frequently Asked Questions **Can Pipedrive Deals MCP help me update my sales pipeline?** Yes, it lets you move deals between stages and update values using natural language. You can tell your agent to 'move the Acme deal to Proposal' and it handles the update. **How do I use Pipedrive Deals MCP to find specific leads?** You can ask your agent to search for deals by title or keyword. It will pull up the relevant opportunities along with their current values and pipeline stages. **Can I see who else is tracking a deal with Pipedrive Deals MCP?** Yes, it can list the internal team members following a deal. This helps you understand who's involved and who needs to stay in the loop on a project. **Does Pipedrive Deals MCP work with my existing contacts?** It can find and link existing contacts and organizations to new deals you create. This ensures your data stays connected without you having to manually search for IDs. **Can I use Pipedrive Deals MCP to see my sales trends?** You can ask your agent to show deal creation trends over days, weeks, or months. It's a great way to see if your sales volume is increasing over time. **Is Pipedrive Deals MCP good for sales managers?** It's great for managers who need to see pipeline bottlenecks or deal counts in specific stages quickly. You can get a high-level overview of the sales flow through a simple chat. **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.