Pipedrive CRM (Full) MCP. Manage deals and track every sales interaction instantly.
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Pipedrive CRM (Full) connects your entire sales process to any AI client. You manage deals, contacts, organizations, activities, notes, and pipeline flow using natural conversation, all without leaving your chat window.
Find specific leads with `pd_search_persons` or log a meeting summary instantly with `pd_create_note`. This is complete Pipedrive access for modern sales agents.
What your AI agents can do
Pd create activity
Schedules a sales activity (call, meeting, email, task, etc.) linked to specific contacts or deals.
Pd create deal
Creates a new deal record in the pipeline with a title, value, and linked contact/organization.
Pd create note
Adds a timeline note (like meeting summaries) to an existing deal, person, or organization record.
Schedule calls, meetings, tasks, or emails linked directly to specific deals or contacts.
Build new sales opportunities with a title and value, placing them in the correct pipeline stage.
Attach detailed notes—like meeting summaries or call outcomes—to any deal, person, or organization record.
Find specific people by email/phone (pd_search_persons) or locate companies by name (pd_search_organizations).
Advance a deal's stage, update its monetary value, or mark it as Won/Lost.
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Supported MCP Clients
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Pipedrive CRM (Full) MCP Server: 11 Tools for Sales Ops
These tools let your AI client perform core Pipedrive actions—from creating deals and logging notes to searching contacts and updating pipeline stages.
019d75f4pd create activity
Schedules a sales activity (call, meeting, email, task, etc.) linked to specific contacts or deals.
019d75f4pd create deal
Creates a new deal record in the pipeline with a title, value, and linked contact/organization.
019d75f4pd create note
Adds a timeline note (like meeting summaries) to an existing deal, person, or organization record.
019d75f4pd create person
Creates a new contact in Pipedrive using their name, email, and phone number.
019d75f4pd list activities
Retrieves a list of scheduled or recent activities, including due dates and types (calls, meetings).
019d75f4pd list pipelines
Lists all sales pipelines configured in your account, showing their names and total deal counts.
019d75f4pd list stages
Shows the specific stages within a pipeline, along with how many deals are currently stuck at each stage.
019d75f4pd search deals
Searches for existing deals by name or keyword to check their value and current status in the pipeline.
019d75f4pd search organizations
Finds company profiles within Pipedrive using a company name or other identifying details.
019d75f4pd search persons
Locates contacts (people) in your CRM by their name, email address, or phone number.
019d75f4pd update deal
Changes an existing deal's stage, updates its monetary value, or marks it as won or lost.
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What you can do with this MCP connector
Pipedrive CRM gives your AI client full access to manage every part of your sales process—deals, contacts, organizations, and activities. You keep the conversation moving with your agent without ever leaving your chat window.
You've got direct tools for everything Pipedrive does: finding leads, logging notes from calls, scheduling follow-ups, and moving deals through the pipeline. Your AI client handles all the complex data inputs; you just talk to it.
Finding Leads and Company Data
Want to track a person? You can use pd_search_persons to find contacts by their name, email address, or phone number. Need to know about a company? Use pd_search_organizations to locate profiles using the company name or other details. To check on existing sales opportunities, pd_search_deals lets you look up deals by keyword or name and grab their current value and status.
Creating Records
You gotta build stuff from scratch sometimes. You can use pd_create_person to make a new contact record right away, supplying the name, email, and phone number. When a big deal comes in, run pd_create_deal; you give it a title, an estimated value, and link it to a specific contact or organization.
Managing Context and Activities
Logging context is key. Use pd_create_note to attach detailed notes—like meeting summaries or call outcomes—to any deal, person, or organization record. When you talk business, you gotta schedule stuff; run pd_create_activity to set up calls, meetings, emails, or tasks linked directly to a specific contact or deal.
Updating Deals and Tracking Progress
You'll need to move deals forward. Use pd_update_deal to change a deal’s stage, update its dollar value, or mark it as Won or Lost. You can also check the overall health of your pipeline; run pd_list_pipelines to see every sales flow and how many total deals are in each. Want to know where people are getting stuck? pd_list_stages shows you specific stages within a pipeline and how many deals haven't moved past that point.
If you just wanna review what's coming up, pd_list_activities pulls up a list of scheduled or recent activities, including due dates and types.
How Pipedrive CRM (Full) MCP Works
- 1 You tell your agent what you need. Example: 'Create a meeting for John Doe next Tuesday.'
- 2 The agent recognizes the intent and runs
pd_search_personsto find John Doe's ID, then uses that ID inpd_create_activity. - 3 Your AI client reports back success: 'Meeting scheduled for John Doe on [Date] at [Time].'
The bottom line is your agent finds the right IDs and executes multi-step CRM actions, giving you an update without you ever leaving the chat.
Who Is Pipedrive CRM (Full) MCP For?
Any sales professional who gets frustrated having to jump between their AI assistant and a complex CRM dashboard. This is for reps and managers tired of manually updating records or forgetting to log call summaries.
Creates new leads, finds contact details using pd_search_persons, and immediately schedules a follow-up activity via pd_create_activity.
Updates deal values or advances stages (pd_update_deal) when negotiations change, and logs call summaries using pd_create_note immediately after a client chat.
Gets an overview of the entire pipeline status by asking for deal counts or specific bottlenecks, relying on tools like pd_list_pipelines.
What Changes When You Connect
- Close the loop on logging. Instead of remembering to log notes later, just tell your agent 'Log a quick call recap.' The
pd_create_notetool handles it immediately against any linked record. - Stop guessing where deals are stuck. Use
pd_list_stagesto see exactly which pipeline stage has the highest deal count or lowest win probability right now. - No more manual lookups. Need a contact? Just ask your agent. It runs
pd_search_personsand gives you their ID, allowing subsequent actions like scheduling an activity viapd_create_activity. - Keep your pipeline accurate. If negotiations change value or the deal stage shifts, run
pd_update_deal. You mark the status (won/lost) directly from conversation. - Get a 360 view of a client. By combining
pd_search_organizations, searching for people, and listing all activities (pd_list_activities), your agent builds a complete record history.
Real-World Use Cases
The Cold Call Follow-Up
You just finished a cold call with a prospect. Instead of opening the CRM, you tell your agent: 'Create a note for Acme Corp about today's call and schedule a follow-up meeting.' The agent uses pd_create_note and then pd_create_activity, solving two manual steps in one command.
The Stalled Deal Check
A deal, 'Quantum Software,' hasn't moved for weeks. You ask your agent to check its status. It runs pd_search_deals and reports: 'It’s in the Proposal Made stage.' If you need more context, you can follow up with a request to list all deals in that specific pipeline stage.
The New Lead Intake
You get an email from a new contact. You ask your agent: 'Find this person and start tracking them.' The agent runs pd_search_persons first. If they aren't found, it uses pd_create_person, then you can use that ID to immediately run pd_create_deal.
Pipeline Health Check
It’s Friday afternoon and the manager asks for a pipeline overview. You ask your agent to list the stages. It runs pd_list_stages, showing exactly how many deals are sitting in 'Proposal Made' versus those ready for 'Negotiation,' giving immediate actionable insight.
The Tradeoffs
Manual CRM Navigation
Opening Pipedrive, clicking on the Deals tab, searching by name, finding the deal ID, then switching to the Notes tab to log a meeting summary. Takes 5-7 minutes.
→
Just tell your agent: 'Log a note for the Acme Corp deal about today's call.' The agent handles all the lookups and logging via pd_create_note in seconds.
Overwriting Data
Trying to manually update a deal by changing its value, but forgetting to change the stage or status. This leaves inaccurate records.
→
Use pd_update_deal. Always specify both the new monetary value AND the correct stage_id so your pipeline reflects reality.
Missing Context
Creating a deal without linking it to an organization or person. The record exists, but nobody knows who owns it.
→
Always start by running pd_search_persons and pd_search_organizations. Then use those IDs when calling pd_create_deal so the record is fully linked.
When It Fits, When It Doesn't
Use this server if your primary workflow involves moving data between sales stages, logging interactions, or finding specific leads within Pipedrive. It's built for high-volume, structured CRM activity.
Don’t use it if you just need to view static reports (use native reporting tools) or if your core process is purely marketing content generation. If you only need simple contact fetching, pd_search_persons works great, but remember that the power comes from linking those searches immediately into an action like scheduling a follow-up using pd_create_activity. This toolset assumes structured, sequential sales actions.
Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Pipedrive. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.
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Works with Claude, ChatGPT, Cursor, and more
The Model Context Protocol standardizes how applications expose capabilities to LLMs. Instead of operating in isolation, your AI gains direct access to external platforms, live data, and real-world actions through secure, standardized connections.
This server provides 11 capabilities that interface natively with Claude, ChatGPT, Cursor, and any MCP client. No middleware. No custom integration required.
Available Capabilities
Updating CRM records shouldn't take three different tabs and five clicks.
Today, logging an interaction means jumping to the correct deal, clicking 'Add Note,' finding a dropdown for who it belongs to, selecting the type of meeting, and pasting the summary. This is repetitive friction that slows down sales reps.
With this MCP server, you just tell your agent: 'Log notes on the Enterprise Deal about the Q3 pricing discussion.' The agent handles locating the deal ID, attaching the note, and preserving the context—instantly.
pd_search_deals: Find opportunities by name in seconds.
Normally, to see a deal’s current status or value, you open Pipedrive and use the search bar. You filter by stage, then scroll until you find 'Acme Corp.' This is slow and requires knowing exact names.
Now, you simply ask your agent: 'What's the status of Acme Corp?' It runs `pd_search_deals` and spits out the title, value, and current stage immediately. You get the answer without opening a single dashboard.
Common Questions About Pipedrive CRM (Full) MCP
How do I schedule an activity using pd_create_activity? +
You specify the type (call, meeting, task) and the subject. You should also tell your agent which deal or person the activity relates to so it links correctly.
Can I search for a contact using pd_search_persons? +
Yes. You provide the name, email, or phone number and the tool finds the person's ID within Pipedrive for you to use in other tools.
What is the best way to update a deal using pd_update_deal? +
Always specify both the desired stage ID AND any changes to the value or title. This prevents records from becoming orphaned or inaccurate.
Does pd_create_note link notes correctly? +
Yes, pd_create_note requires you to identify exactly one record (deal, person, or organization) so the note gets attached to the right place in Pipedrive's history.
Before I use pd_create_deal, how do I find the correct pipeline and stage IDs? +
You must run pd_list_pipelines first, then use pd_list_stages to get the specific stage ID. This process ensures your new deal lands accurately in the intended place within your sales flow.
When should I use pd_search_organizations before running pd_create_person? +
You need to run the search tool first to get the Organization ID. This is crucial because it lets you properly link a new contact record to an existing company in your CRM.
What does running pd_list_stages tell me about deal movement? +
It shows every stage name, its display order, and the number of deals currently sitting there. This helps you spot bottlenecks or slow progress points in your sales cycle.
What are the acceptable types of activity when I use pd_create_activity? +
The system requires one of six specific types: call, meeting, email, task, lunch, or deadline. Using these exact types ensures they show up correctly in your Pipedrive calendar and task queue.
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.
Use it with your favorite AI tools
Connect this server to Cursor, Claude, VS Code, and more.
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