# Pipedrive CRM (Full) MCP

> 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.

## Overview
- **Category:** sales-crm
- **Price:** Free
- **Tags:** crm-management, deal-management, contact-management, sales-automation, pipeline-tracking, activity-tracking

## Description

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.

## Tools

### 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.

### pd_create_person
Creates a new contact in Pipedrive using their name, email, and phone number.

### pd_list_activities
Retrieves a list of scheduled or recent activities, including due dates and types (calls, meetings).

### pd_list_pipelines
Lists all sales pipelines configured in your account, showing their names and total deal counts.

### pd_list_stages
Shows the specific stages within a pipeline, along with how many deals are currently stuck at each stage.

### pd_search_deals
Searches for existing deals by name or keyword to check their value and current status in the pipeline.

### pd_search_organizations
Finds company profiles within Pipedrive using a company name or other identifying details.

### pd_search_persons
Locates contacts (people) in your CRM by their name, email address, or phone number.

### pd_update_deal
Changes an existing deal's stage, updates its monetary value, or marks it as won or lost.

## Prompt Examples

**Prompt:** 
```
Search for deals with Acme Corp
```

**Response:** 
```
📊 **Deals with Acme Corp**
| Title | Value | Stage | Pipeline |
|---|---|---|---|
| Acme Enterprise License | $45,000 | Proposal Made | Sales Pipeline |
| Acme Support Plan | $12,000 | Won | Renewals |
```

**Prompt:** 
```
Create a call activity for tomorrow at 2pm
```

**Response:** 
```
✅ **Activity Created!**
- Type: Call
- Subject: Follow-up call
- Due: Tomorrow at 2:00 PM
- Status: Pending
```

**Prompt:** 
```
Show me the pipeline stages
```

**Response:** 
```
📦 **Sales Pipeline**
1. Lead In
2. Contact Made
3. Prospect Qualified
4. Proposal Made
5. Negotiations Started
6. Won ✅
7. Lost ❌
```

## Capabilities

### Create Activities
Schedule calls, meetings, tasks, or emails linked directly to specific deals or contacts.

### Manage Deals
Build new sales opportunities with a title and value, placing them in the correct pipeline stage.

### Log Notes/Context
Attach detailed notes—like meeting summaries or call outcomes—to any deal, person, or organization record.

### Search Contacts & Companies
Find specific people by email/phone (`pd_search_persons`) or locate companies by name (`pd_search_organizations`).

### Update Deal Statuses
Advance a deal's stage, update its monetary value, or mark it as Won/Lost.

## 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.

## Benefits

- Close the loop on logging. Instead of remembering to log notes later, just tell your agent 'Log a quick call recap.' The `pd_create_note` tool handles it immediately against any linked record.
- Stop guessing where deals are stuck. Use `pd_list_stages` to 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_persons` and gives you their ID, allowing subsequent actions like scheduling an activity via `pd_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.

## How It Works

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.

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_persons` to find John Doe's ID, then uses that ID in `pd_create_activity`.
3. Your AI client reports back success: 'Meeting scheduled for John Doe on [Date] at [Time].'

## Frequently Asked Questions

**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.