Pipedrive CRM (Full) MCP Server for Windsurf 11 tools — connect in under 2 minutes
Windsurf brings agentic AI coding to a purpose-built IDE. Connect Pipedrive CRM (Full) through Vinkius and Cascade will auto-discover every tool. ask questions, generate code, and act on live data without leaving your editor.
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Vinkius Desktop App
The modern way to manage MCP Servers — no config files, no terminal commands. Install Pipedrive CRM (Full) and 2,500+ MCP Servers from a single visual interface.
{
"mcpServers": {
"pipedrive-crm-full": {
"url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
}
}
}
* 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 CRM (Full) MCP Server
Connect Pipedrive CRM to any AI agent — manage your entire sales pipeline without switching tabs.
Windsurf's Cascade agent chains multiple Pipedrive CRM (Full) tool calls autonomously. query data, analyze results, and generate code in a single agentic session. Paste Vinkius Edge URL, reload, and all 11 tools are immediately available. Real-time tool feedback appears inline, so you see API responses directly in your editor.
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 CRM (Full) MCP Server exposes 11 tools through the Vinkius. Connect it to Windsurf 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 CRM (Full) to Windsurf via MCP
Follow these steps to integrate the Pipedrive CRM (Full) MCP Server with Windsurf.
Open MCP Settings
Go to Settings → MCP Configuration or press Cmd+Shift+P and search "MCP"
Add the server
Paste the JSON configuration above into mcp_config.json
Save and reload
Windsurf will detect the new server automatically
Start using Pipedrive CRM (Full)
Open Cascade and ask: "Using Pipedrive CRM (Full), help me...". 11 tools available
Why Use Windsurf with the Pipedrive CRM (Full) MCP Server
Windsurf provides unique advantages when paired with Pipedrive CRM (Full) through the Model Context Protocol.
Windsurf's Cascade agent autonomously chains multiple tool calls in sequence, solving complex multi-step tasks without manual intervention
Purpose-built for agentic workflows. Cascade understands context across your entire codebase and integrates MCP tools natively
JSON-based configuration means zero code changes: paste a URL, reload, and all 11 tools are immediately available
Real-time tool feedback is displayed inline, so you see API responses directly in your editor without switching contexts
Pipedrive CRM (Full) + Windsurf Use Cases
Practical scenarios where Windsurf combined with the Pipedrive CRM (Full) MCP Server delivers measurable value.
Automated code generation: ask Cascade to fetch data from Pipedrive CRM (Full) and generate models, types, or handlers based on real API responses
Live debugging: query Pipedrive CRM (Full) tools mid-session to inspect production data while debugging without leaving the editor
Documentation generation: pull schema information from Pipedrive CRM (Full) and have Cascade generate comprehensive API docs automatically
Rapid prototyping: combine Pipedrive CRM (Full) data with Cascade's code generation to scaffold entire features in minutes
Pipedrive CRM (Full) MCP Tools for Windsurf (11)
These 11 tools become available when you connect Pipedrive CRM (Full) to Windsurf via MCP:
pd_create_activity
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
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
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
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
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
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
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
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
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
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
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
Example Prompts for Pipedrive CRM (Full) in Windsurf
Ready-to-use prompts you can give your Windsurf agent to start working with Pipedrive CRM (Full) immediately.
"Search for deals with Acme Corp"
"Create a call activity for tomorrow at 2pm"
"Show me the pipeline stages"
Troubleshooting Pipedrive CRM (Full) MCP Server with Windsurf
Common issues when connecting Pipedrive CRM (Full) to Windsurf through the Vinkius, and how to resolve them.
Server not connecting
Pipedrive CRM (Full) + Windsurf FAQ
Common questions about integrating Pipedrive CRM (Full) MCP Server with Windsurf.
How does Windsurf discover MCP tools?
mcp_config.json file on startup and connects to each configured server via Streamable HTTP. Tools are listed in the MCP panel and available to Cascade automatically.Can Cascade chain multiple MCP tool calls?
Does Windsurf support multiple MCP servers?
mcp_config.json. Each server's tools appear in the MCP panel and Cascade can use tools from different servers in a single flow.Connect Pipedrive CRM (Full) with your favorite client
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Connect Pipedrive CRM (Full) to Windsurf
Get your token, paste the configuration, and start using 11 tools in under 2 minutes. No API key management needed.