Pipedrive Contacts MCP Server for LlamaIndex 11 tools — connect in under 2 minutes
LlamaIndex specializes in data-aware AI agents that connect LLMs to structured and unstructured sources. Add Pipedrive Contacts as an MCP tool provider through the Vinkius and your agents can query, analyze, and act on live data alongside your existing indexes.
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Vinkius supports streamable HTTP and SSE.
import asyncio
from llama_index.tools.mcp import BasicMCPClient, McpToolSpec
from llama_index.core.agent.workflow import FunctionAgent
from llama_index.llms.openai import OpenAI
async def main():
# Your Vinkius token — get it at cloud.vinkius.com
mcp_client = BasicMCPClient("https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp")
mcp_tool_spec = McpToolSpec(client=mcp_client)
tools = await mcp_tool_spec.to_tool_list_async()
agent = FunctionAgent(
tools=tools,
llm=OpenAI(model="gpt-4o"),
system_prompt=(
"You are an assistant with access to Pipedrive Contacts. "
"You have 11 tools available."
),
)
response = await agent.run(
"What tools are available in Pipedrive Contacts?"
)
print(response)
asyncio.run(main())
* 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 Contacts MCP Server
Connect Pipedrive CRM to any AI agent — manage your entire sales pipeline without switching tabs.
LlamaIndex agents combine Pipedrive Contacts tool responses with indexed documents for comprehensive, grounded answers. Connect 11 tools through the Vinkius and query live data alongside vector stores and SQL databases in a single turn — ideal for hybrid search, data enrichment, and analytical workflows.
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 Contacts MCP Server exposes 11 tools through the Vinkius. Connect it to LlamaIndex 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 Contacts to LlamaIndex via MCP
Follow these steps to integrate the Pipedrive Contacts MCP Server with LlamaIndex.
Install dependencies
Run pip install llama-index-tools-mcp llama-index-llms-openai
Replace the token
Replace [YOUR_TOKEN_HERE] with your Vinkius token
Run the agent
Save to agent.py and run: python agent.py
Explore tools
The agent discovers 11 tools from Pipedrive Contacts
Why Use LlamaIndex with the Pipedrive Contacts MCP Server
LlamaIndex provides unique advantages when paired with Pipedrive Contacts through the Model Context Protocol.
Data-first architecture: LlamaIndex agents combine Pipedrive Contacts tool responses with indexed documents for comprehensive, grounded answers
Query pipeline framework lets you chain Pipedrive Contacts tool calls with transformations, filters, and re-rankers in a typed pipeline
Multi-source reasoning: agents can query Pipedrive Contacts, a vector store, and a SQL database in a single turn and synthesize results
Observability integrations show exactly what Pipedrive Contacts tools were called, what data was returned, and how it influenced the final answer
Pipedrive Contacts + LlamaIndex Use Cases
Practical scenarios where LlamaIndex combined with the Pipedrive Contacts MCP Server delivers measurable value.
Hybrid search: combine Pipedrive Contacts real-time data with embedded document indexes for answers that are both current and comprehensive
Data enrichment: query Pipedrive Contacts to augment indexed data with live information before generating user-facing responses
Knowledge base agents: build agents that maintain and update knowledge bases by periodically querying Pipedrive Contacts for fresh data
Analytical workflows: chain Pipedrive Contacts queries with LlamaIndex's data connectors to build multi-source analytical reports
Pipedrive Contacts MCP Tools for LlamaIndex (11)
These 11 tools become available when you connect Pipedrive Contacts to LlamaIndex via MCP:
pd_create_org
Name is required. Address is optional. Once created, persons and deals can be linked to this organization. Returns the created org with its new Pipedrive ID. Create a new organization (company/account) in Pipedrive with name and address
pd_create_person
Name is required. Link to an existing organization via org_id (use pd_search_orgs to find). Pipedrive supports multiple emails and phones per person — here a single value is accepted for simplicity. Returns the created person with their new ID. Create a new contact (person) in Pipedrive with name, email, phone, and optional organization link
pd_delete_person
Use only when the user explicitly wants to delete a contact. Consider whether the contact should remain in the system for historical deal tracking before deleting. Permanently delete a contact from Pipedrive — this action cannot be undone
pd_get_org
Returns org name, address, open/won/lost deal counts, number of people linked, and all custom fields. Use after searching to drill into a specific company for full details. Get complete details of a specific Pipedrive organization by ID, including address, deal stats, and custom fields
pd_get_person
Returns full contact data: name, all emails, all phones, organization, open/won/lost deal counts, activities count, and custom fields. Use after searching to drill into a specific contact. Get complete details of a specific Pipedrive contact by ID, including all custom fields and activity history
pd_list_persons
Returns names, emails, phones, and linked orgs. Use for contact directory browsing, headcount analysis, or when the user wants to see all people in the CRM. List all contacts in Pipedrive with names, emails, phones, and organization associations
pd_person_deals
Returns deal titles, values, stages, and statuses. Use when the user asks "what deals does this person have?" or wants to see the full sales relationship history for a contact. Get all deals linked to a specific contact person to see their sales history and active opportunities
pd_search_orgs
Returns org name, address, and associated data. Use when the user asks about a company, needs org IDs for linking to persons or deals, or wants to look up account information. Search Pipedrive organizations (companies/accounts) by name to find business entities in your CRM
pd_search_persons
Returns name, email addresses, phone numbers, and linked organization. Use when the user wants to find a specific person, look up contact info by email, or get person IDs for linking to deals or activities. Search Pipedrive contacts by name, email, or phone to find people in your CRM with their organization links
pd_update_org
Only specified fields change. Use when the user wants to correct company info, update the address, or rename an account. Update an existing Pipedrive organization — change name, address, or other properties
pd_update_person
Only specified fields are changed. Use when the user wants to correct contact details, update a phone number, or change the associated organization. Update an existing Pipedrive contact — change name, email, phone, or other properties
Example Prompts for Pipedrive Contacts in LlamaIndex
Ready-to-use prompts you can give your LlamaIndex agent to start working with Pipedrive Contacts immediately.
"Search for deals with Acme Corp"
"Create a call activity for tomorrow at 2pm"
"Show me the pipeline stages"
Troubleshooting Pipedrive Contacts MCP Server with LlamaIndex
Common issues when connecting Pipedrive Contacts to LlamaIndex through the Vinkius, and how to resolve them.
BasicMCPClient not found
pip install llama-index-tools-mcpPipedrive Contacts + LlamaIndex FAQ
Common questions about integrating Pipedrive Contacts MCP Server with LlamaIndex.
How does LlamaIndex connect to MCP servers?
Can I combine MCP tools with vector stores?
Does LlamaIndex support async MCP calls?
Connect Pipedrive Contacts with your favorite client
Step-by-step setup guides for every MCP-compatible client and framework:
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TypeScript toolkit for building AI-powered web applications.
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Python framework for orchestrating collaborative AI agent crews.
Leading Python framework for composable LLM applications.
Data-aware AI agent framework for structured and unstructured sources.
Microsoft's framework for multi-agent collaborative conversations.
Connect Pipedrive Contacts to LlamaIndex
Get your token, paste the configuration, and start using 11 tools in under 2 minutes. No API key management needed.