Pipedrive Admin & Settings MCP. Manage user data and system settings without leaving your agent.

You don't wanna log into Pipedrive just to check some settings or pull user data, right? This server connects your AI client straight to Pipedrive’s backend. You use it to handle the messy admin stuff—user management, setting checks, file metadata, and webhook configuration—all without leaving your chat window. Your agent handles all the complex lookups, so you can just focus on closing deals.

User Management & Auditing:
You need an overview of who's using the system? You'll use pd_list_users to get a full roster of every account linked to your Pipedrive instance. If you need details on one specific person, you call pd_get_user, and it pulls up all the detailed information for that user account.

System Configuration & Targets:
Want to know what's running in the background? You can check system assets with pd_list_currencies, which returns a complete list of every currency configured in your Pipedrive account. To audit external connections, you use pd_list_webhooks to see exactly which systems are hooked up and communicating externally. When it comes to setting expectations, the server reads current sales goals and targets using pd_list_goals, letting you know what your team is aiming for right now.

Data Structure Inspection:
Before you write a report or build an automation, you need to know what data fields are available. You use pd_list_deal_fields to list and describe all the custom fields set up on deals, giving you a complete map of every possible data point your team tracks. This helps your agent know exactly what context it can pull from a deal record.

File Tracking & Assets:
You don't have to click through folders to find documents. You use pd_list_files to get a list of recent files that were uploaded or accessed anywhere in the system. If you need something tied to a specific opportunity, you call pd_deal_files, and it pulls up all the file attachments linked directly to that single deal ID.

This lets your agent know what documents are relevant right away.

Putting It All Together:
Your AI client uses these tools together. You're checking user permissions by listing accounts via pd_list_users and then immediately pulling up specific details for an underperforming employee using pd_get_user. If you need to know why a deal stalled, your agent checks the custom fields with pd_list_deal_fields, reviews the goals set in place using pd_list_goals, and finally retrieves all associated documents by calling pd_deal_files for that specific deal ID.

You can check if any external system needs an update by running through the connected webhooks via pd_list_webhooks or verifying your currency setup with pd_list_currencies. The entire process runs conversationally, giving you full visibility into Pipedrive's structure and data without ever touching a dashboard.