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Pipedrive Deals

Pipedrive Deals MCP Server

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Deep deal management — search, create, update, delete deals with pipeline tracking, timeline analysis, and participant management.

Vinkius supports streamable HTTP and SSE.

AI AgentVinkius
High Security·Kill Switch·Plug and Play
Pipedrive Deals
Fully ManagedVinkius Servers
60%Token savings
High SecurityEnterprise-grade
IAMAccess control
EU AI ActCompliant
DLPData protection
V8 IsolateSandboxed
Ed25519Audit chain
<40msKill switch
Stream every event to Splunk, Datadog, or your own webhook in real-time

* 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

What is the Pipedrive MCP Server?

The Pipedrive MCP Server gives AI agents like Claude, ChatGPT, and Cursor direct access to Pipedrive via 12 tools. Deep deal management — search, create, update, delete deals with pipeline tracking, timeline analysis, and participant management. Powered by the Vinkius - no API keys, no infrastructure, connect in under 2 minutes.

Built-in capabilities (12)

pd_create_dealpd_deal_followerspd_deal_participantspd_deal_timelinepd_deals_by_pipelinepd_deals_by_stagepd_delete_dealpd_get_dealpd_list_pipelinespd_list_stagespd_search_dealspd_update_deal

Tools for your AI Agents to operate Pipedrive

Ask your AI agent "Search for deals with Acme Corp" and get the answer without opening a single dashboard. With 12 tools connected to real Pipedrive data, your agents reason over live information, cross-reference it with other MCP servers, and deliver insights you would spend hours assembling manually.

Works with Claude, ChatGPT, Cursor, and any MCP-compatible client. Powered by the Vinkius - your credentials never touch the AI model, every request is auditable. Connect in under two minutes.

Why teams choose Vinkius

One subscription gives you access to thousands of MCP servers - and you can deploy your own to the Vinkius Edge. Your AI agents only access the data you authorize, with DLP that blocks sensitive information from ever reaching the model, kill switch for instant shutdown, and up to 60% token savings. Enterprise-grade infrastructure and security, zero maintenance.

Build your own MCP Server with our secure development framework →

Vinkius works with every AI agent you already use

…and any MCP-compatible client

CursorClaudeOpenAIVS CodeCopilotGoogleLovableMistralAWSCursorClaudeOpenAIVS CodeCopilotGoogleLovableMistralAWS

Pipedrive Deals MCP Server capabilities

12 tools
pd_create_deal

Title is required. Use pd_list_pipelines and pd_list_stages to find pipeline_id and stage_id. Link to existing contacts via person_id and org_id (use search tools to find these). Expected close date uses YYYY-MM-DD format. Create a new deal in Pipedrive with title, value, currency, expected close date, and pipeline/stage placement

pd_deal_followers

Followers receive notification updates about deal changes. Use to check who on the team is tracking a deal or to understand deal visibility across the organization. Get internal team members (users) following a specific deal in Pipedrive for visibility tracking

pd_deal_participants

Participants are contacts involved in the deal beyond the primary contact — e.g., decision makers, influencers, legal reviewers. Use when the user asks "who is involved in this deal?" or needs stakeholder information. Get all persons (contacts) participating in a specific Pipedrive deal

pd_deal_timeline

Use for trend analysis: "how many deals were created this month?", "show deal velocity over the last 12 weeks". Interval can be day/week/month, amount is the number of periods to look back. Get deal creation trends over time — how many deals were added per day, week, or month in a pipeline

pd_deals_by_pipeline

Use when the user wants to see all deals in a specific sales process (e.g., "show all deals in the Enterprise pipeline"). Find pipeline IDs using pd_list_pipelines. Get all deals in a specific pipeline for pipeline-level analysis and reporting

pd_deals_by_stage

Returns deals with title, value, persons, and orgs at that stage. Use for questions like "what deals are in Proposal?" or "how much is in Negotiation?". Find stage IDs using pd_list_stages. Get all deals at a specific pipeline stage for bottleneck analysis, forecasting, or stage-specific review

pd_delete_deal

This is permanent and removes all associated data. Consider using pd_update_deal with status="deleted" for soft-delete instead. Use only when the user explicitly wants to permanently remove a deal. Permanently delete a deal from Pipedrive — this action cannot be undone

pd_get_deal

Returns full deal data including title, value, stage, pipeline, linked persons/orgs, expected close date, creation date, and all custom fields. Use after searching to drill into a specific deal. Get the complete details of a specific Pipedrive deal by ID including all custom fields and history

pd_list_pipelines

Use to find pipeline IDs for filtering deals or creating new deals in a specific pipeline. List all sales pipelines in Pipedrive with names, deal counts, and active status

pd_list_stages

Essential for finding stage IDs to create, filter, or move deals. Shows each stage name, its order in the pipeline, and how many deals are at each stage. List stages within a Pipedrive pipeline showing names, display order, and deal counts per stage

pd_search_deals

Returns deal title, monetary value, currency, pipeline stage, pipeline name, linked person, and organization. Use when the user wants to find a specific deal or check pipeline status. Search Pipedrive deals by title or keyword to find opportunities with value, stage, pipeline, and linked contacts

pd_update_deal

Advance stage_id to move deals forward. Set status to "won" or "lost" to close. Update value after negotiation. Only specified fields change. Update a Pipedrive deal — advance stage, change value, or mark as won/lost to reflect pipeline progress

What the Pipedrive Deals MCP Server unlocks

Connect Pipedrive CRM to any AI agent — manage your entire sales pipeline without switching tabs.

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

Who is this for?

  • Sales Reps — Manage your pipeline without leaving your AI assistant
  • SDRs — Quickly create leads, contacts, and activities
  • Sales Managers — Pipeline overview and deal insights through conversation
  • RevOps — Full CRM visibility and reporting

Frequently asked questions about the Pipedrive Deals MCP Server

01

What Pipedrive data can I access?

Deals, Persons, Organizations, Activities, Notes, and Pipelines. All data respects your Pipedrive permissions.

02

Can I create and update records?

Yes! Create and update deals, contacts, activities, and notes — all through natural conversation.

03

How does authentication work?

Uses your personal Pipedrive API token. Find it in Settings > Personal preferences > API. No OAuth flow needed.

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