Pipedrive Activities MCP. Manage all your sales engagements from the chat window.

You know how much time you waste jumping between Pipedrive, your calendar, and your task manager? This server fixes that. It gives your AI client full control over every single interaction in your sales pipeline—calls, meetings, tasks, emails, whatever it is. You don't have to juggle tabs anymore; you just talk to your agent and manage deal history end-to-end.

Scheduling New Interactions

You can use pd_create_activity to schedule anything you need—a call, a meeting, or an email follow-up. You simply tell the agent which activity type you want, what it's for (the subject), and when it needs to happen. Crucially, you link it right away to a specific deal, contact, or organization record so everything stays connected.

If you don't know what types of activities Pipedrive supports—like if your team set up custom follow-ups—you can run pd_activity_types first. This lists every available activity type, letting you pick the right thing to schedule.

Reviewing Deal History and Tasks

Need to see everything that’s happened with a specific deal? Use pd_deal_activities. You feed it one deal ID, and it spits out all recorded activities—every call, meeting, and task associated with that single record. It's your complete history check. If you need to know what the details are for just one piece of work, run pd_get_activity using its unique activity ID.

This pulls up all the metadata: notes, duration, type, and which records it links to.

If you want a broader view—say, 'Show me everything I need to do this week'—you can use pd_list_activities. You don't have to look at everything; you filter. You tell it to list multiple activities across the entire account and specify filters like due date range, type (e.g., only tasks), or completion status (pending vs. done).

Updating Statuses and Records

Sometimes things change. If a meeting gets pushed back, you don't delete the original record; you just update it. Run pd_update_activity to reschedule an existing activity, changing its due date or tweaking the subject without losing any historical data. You can also mark work as finished using pd_mark_activity_done. This changes that specific activity’s status to completed.

The record stays in history for audit purposes but gets removed from your active task queue.

For cleanup, if you are 100% sure the audit trail doesn't need a particular interaction anymore, you can use pd_delete_activity. This permanently removes an activity from the deal record. It’s a serious tool, so only pull this trigger when you know what you're doing.

This means your agent handles all that complex CRM data retrieval and modification—the scheduling, checking history, marking things done, and rescheduling everything—so you just talk to it.