Pipedrive Activities MCP Server for Windsurf 8 tools — connect in under 2 minutes
Windsurf brings agentic AI coding to a purpose-built IDE. Connect Pipedrive Activities through Vinkius and Cascade will auto-discover every tool. ask questions, generate code, and act on live data without leaving your editor.
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{
"mcpServers": {
"pipedrive-activities": {
"url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
}
}
}
* Every MCP server runs on Vinkius-managed infrastructure inside AWS - a purpose-built runtime with per-request V8 isolates, Ed25519 signed audit chains, and sub-40ms cold starts optimized for native MCP execution. See our infrastructure
About Pipedrive Activities MCP Server
Connect Pipedrive CRM to any AI agent — manage your entire sales pipeline without switching tabs.
Windsurf's Cascade agent chains multiple Pipedrive Activities tool calls autonomously. query data, analyze results, and generate code in a single agentic session. Paste Vinkius Edge URL, reload, and all 8 tools are immediately available. Real-time tool feedback appears inline, so you see API responses directly in your editor.
What you can do
- Deals — Search, create, and update deals with pipeline tracking
- Contacts — Find and create persons with email, phone, and organization
- Organizations — Search companies linked to deals and contacts
- Activities — Create calls, meetings, tasks, and emails
- Notes — Attach notes to deals, persons, or organizations
- Pipelines — View all pipeline stages and deal flow
The Pipedrive Activities MCP Server exposes 8 tools through the Vinkius. Connect it to Windsurf in under two minutes — no API keys to rotate, no infrastructure to provision, no vendor lock-in. Your configuration, your data, your control.
How to Connect Pipedrive Activities to Windsurf via MCP
Follow these steps to integrate the Pipedrive Activities MCP Server with Windsurf.
Open MCP Settings
Go to Settings → MCP Configuration or press Cmd+Shift+P and search "MCP"
Add the server
Paste the JSON configuration above into mcp_config.json
Save and reload
Windsurf will detect the new server automatically
Start using Pipedrive Activities
Open Cascade and ask: "Using Pipedrive Activities, help me...". 8 tools available
Why Use Windsurf with the Pipedrive Activities MCP Server
Windsurf provides unique advantages when paired with Pipedrive Activities through the Model Context Protocol.
Windsurf's Cascade agent autonomously chains multiple tool calls in sequence, solving complex multi-step tasks without manual intervention
Purpose-built for agentic workflows. Cascade understands context across your entire codebase and integrates MCP tools natively
JSON-based configuration means zero code changes: paste a URL, reload, and all 8 tools are immediately available
Real-time tool feedback is displayed inline, so you see API responses directly in your editor without switching contexts
Pipedrive Activities + Windsurf Use Cases
Practical scenarios where Windsurf combined with the Pipedrive Activities MCP Server delivers measurable value.
Automated code generation: ask Cascade to fetch data from Pipedrive Activities and generate models, types, or handlers based on real API responses
Live debugging: query Pipedrive Activities tools mid-session to inspect production data while debugging without leaving the editor
Documentation generation: pull schema information from Pipedrive Activities and have Cascade generate comprehensive API docs automatically
Rapid prototyping: combine Pipedrive Activities data with Cascade's code generation to scaffold entire features in minutes
Pipedrive Activities MCP Tools for Windsurf (8)
These 8 tools become available when you connect Pipedrive Activities to Windsurf via MCP:
pd_activity_types
Default types: call, meeting, task, deadline, email, lunch. Teams can add custom types. Use to discover available activity types before creating activities, especially in accounts with custom configurations. List all activity types configured in Pipedrive — both default types (call, meeting) and custom types defined by the team
pd_create_activity
Subject and type are required. Type must be: call, meeting, email, task, lunch, or deadline (use pd_activity_types to see custom types). Set due_date (YYYY-MM-DD), due_time (HH:MM), and duration (HH:MM). Link to deals, persons, or orgs. Activities appear in the Pipedrive calendar and task queue for the assigned user. Schedule a sales activity in Pipedrive — a call, meeting, email follow-up, task, lunch, or deadline linked to deals or contacts
pd_deal_activities
Returns all scheduled, pending, and completed activities for that deal. Use when the user asks "what activities are on this deal?", "when is the next meeting for this deal?", or needs to review the engagement history of an opportunity. Get all activities (calls, meetings, tasks) linked to a specific deal for a complete activity history
pd_delete_activity
Consider marking as done (pd_mark_activity_done) instead to preserve history. Use only when the user explicitly wants to remove an activity from the record. Permanently delete a Pipedrive activity — this removes it from history and cannot be undone
pd_get_activity
Returns subject, type, dates/times, duration, notes, linked deal/person/org, and completion status. Use after listing activities to drill into a specific item. Get complete details of a specific Pipedrive activity by ID including notes, duration, and linked records
pd_list_activities
Returns subject, type (call/meeting/email/task/lunch/deadline), due date and time, whether it is done, and linked deal/person/org. Filter by done status: "true" for completed, "false" for pending/upcoming. Use when the user asks about tasks to do, scheduled meetings, overdue items, or recent sales activity. List Pipedrive activities (calls, meetings, tasks, emails) with due dates, types, and completion status
pd_mark_activity_done
The activity remains in history but is no longer in the pending/overdue queue. Use when the user says they completed a call, finished a meeting, or done with a task. Mark a Pipedrive activity as completed — removes it from the pending task queue and logs it as done
pd_update_activity
Only specified fields change. Use to reschedule (change due_date), rename (change subject), or reclassify (change type). Does not mark as done — use pd_mark_activity_done for that. Update an existing Pipedrive activity — reschedule, rename, or change type
Example Prompts for Pipedrive Activities in Windsurf
Ready-to-use prompts you can give your Windsurf agent to start working with Pipedrive Activities immediately.
"Search for deals with Acme Corp"
"Create a call activity for tomorrow at 2pm"
"Show me the pipeline stages"
Troubleshooting Pipedrive Activities MCP Server with Windsurf
Common issues when connecting Pipedrive Activities to Windsurf through the Vinkius, and how to resolve them.
Server not connecting
Pipedrive Activities + Windsurf FAQ
Common questions about integrating Pipedrive Activities MCP Server with Windsurf.
How does Windsurf discover MCP tools?
mcp_config.json file on startup and connects to each configured server via Streamable HTTP. Tools are listed in the MCP panel and available to Cascade automatically.Can Cascade chain multiple MCP tool calls?
Does Windsurf support multiple MCP servers?
mcp_config.json. Each server's tools appear in the MCP panel and Cascade can use tools from different servers in a single flow.Connect Pipedrive Activities with your favorite client
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Connect Pipedrive Activities to Windsurf
Get your token, paste the configuration, and start using 8 tools in under 2 minutes. No API key management needed.