Integrate Pipedrive CRM (Full) with Claude, Cursor, Chatbots & AI Agents MCP Server
GDPR Free for SubscribersCompatible with every major AI agent and IDE
GeminiPd create activity on Pipedrive CRM (Full)
Subject and type are required. Type must be one of: call, meeting, email, task, lunch, deadline. Optionally set due_date (YYYY-MM-DD) and link to deal_id, person_id, or both. Add a note for context. Activities appear in the Pipedrive calendar and task queue. Schedule a sales activity in Pipedrive — a call, meeting, email, task, lunch, or deadline linked to deals or contacts
Pd create deal on Pipedrive CRM (Full)
Title is required. Optionally specify monetary value, currency (USD/EUR/GBP/etc.), linked person_id and org_id (use search tools to find these), and pipeline/stage placement (use pd_list_pipelines and pd_list_stages to find IDs). If no pipeline is specified, the deal enters the default pipeline at its first stage. Create a new deal in your Pipedrive sales pipeline with title, value, currency, and linked contact/organization
Pd create note on Pipedrive CRM (Full)
Notes appear in the timeline/history of the linked record. Link to exactly one of: deal_id, person_id, or org_id. Use to log meeting summaries, call notes, or internal context on any CRM record. Create a note in Pipedrive attached to a deal, person, or organization for activity logging
Pd create person on Pipedrive CRM (Full)
Name is required. Email and phone are optional but recommended for contact management. Link to an existing organization using org_id (use pd_search_organizations to find). Returns the created person with their new Pipedrive ID. Create a new contact (person) in Pipedrive with name, email, phone, and optional organization link
Pd list activities on Pipedrive CRM (Full)
Returns subject, type (call/meeting/email/task/lunch/deadline), due date, due time, completion status, and linked deal/person. Use when the user asks about upcoming tasks, scheduled meetings, overdue activities, or recent sales activity. List recent Pipedrive activities (calls, meetings, tasks, emails) with due dates, types, and completion status
Pd list pipelines on Pipedrive CRM (Full)
Returns pipeline name, total deal count, and whether it is active. Most Pipedrive accounts have one default pipeline, but larger teams may have separate pipelines for different sales processes (e.g., New Business vs Renewals). Use to find pipeline IDs before creating deals or filtering by pipeline. List all sales pipelines configured in Pipedrive with their names, deal counts, and order
Pd list stages on Pipedrive CRM (Full)
Returns stage name, display order, number of deals at each stage, and rotten days (warning threshold). Use to find stage IDs for creating or moving deals, or to understand the sales process flow. List the stages within a Pipedrive pipeline showing stage names, order, deal counts, and win probability
Pd search deals on Pipedrive CRM (Full)
Returns deal title, monetary value, currency, pipeline stage, pipeline name, linked person (contact), and organization. Use when the user wants to find a specific deal, check pipeline status, look up deal values, or see which stage a deal is in. Search Pipedrive deals by name or keyword to find opportunities in your sales pipeline with value, stage, and contact info
Pd search organizations on Pipedrive CRM (Full)
Returns org name, address, and associated data. Use when the user wants to find a company, needs org IDs for linking to deals or persons, or wants to look up account details. Search Pipedrive organizations (companies) by name to find accounts in your CRM
Pd search persons on Pipedrive CRM (Full)
Returns person name, email addresses, phone numbers, and linked organization. Use when the user wants to find a contact, look up someone by email, or get person IDs for linking to deals or activities. Search Pipedrive contacts (persons) by name, email, or phone to find people in your CRM
Pd update deal on Pipedrive CRM (Full)
Only specified fields are updated. Common use: advance stage_id when a deal progresses, update value after negotiation, or set status to "won"/"lost" to close a deal. Available statuses: open, won, lost, deleted. Update an existing Pipedrive deal — change stage, value, title, or mark as won/lost to reflect pipeline progress
Security & Code Integrity Audit
Every tool in the Pipedrive CRM (Full) MCP Server is continuously audited by the Vinkius Security Engine. We guarantee zero-trust payload isolation, strict data boundaries, and deterministic execution for enterprise-grade AI agents.
How Vinkius protects your data
Can I set different limits for each virtual assistant on my team?
Absolutely. You have full control in our command center. You can create an AI agent that only "reads" data so the support team can answer questions, and another superpowered agent that can "edit" and "create" information exclusively for your operations team. Each AI gets exactly the level of access you allow.
Is there a risk of the AI "going crazy" and deleting important company data?
No. With Vinkius, the AI operates on "rails". It can only make the exact moves you authorized in the tool's settings. It cannot invent routes, access other networks in your company, or decide to delete random files. If the action isn't in the approved catalog, the attempt is blocked instantly.
Can I audit what my AI agents are doing with this integration?
Yes, Vinkius provides an immutable, HMAC-chained audit log. Every tool execution, payload, and response is tracked in real-time on your dashboard, giving you complete visibility into your agent's actions.
What Pipedrive data can I access?
Deals, Persons, Organizations, Activities, Notes, and Pipelines. All data respects your Pipedrive permissions.
Triggering Pipedrive CRM (Full) via Natural Language
The Pipedrive CRM (Full) MCP server handles authentication and payload formatting, allowing your LLM to perform deterministic actions.
Managing crm management inside Claude
The Pipedrive CRM (Full) integration allows Cursor and ChatGPT to securely fetch crm management data. It handles the API requests required for sales crm operations.
ChatGPT deal management Automation
Use Pipedrive CRM (Full) to manage deal management via conversational interfaces. The integration centralizes access control for sales crm operations performed by ChatGPT.
Pipedrive CRM (Full). Runs on everything.
From IDE to framework. Every connection governed by Vinkius.
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