Which AI clients can I use with this MCP?

You can use this MCP with any compatible client, including Claude, Cursor, Windsurf, and VS Code.

Do I need to host the MCP myself?

No, Vinkius hosts and manages the MCP for you. You just connect and start using it.

Can I manage custom fields through my agent?

Yes, the capability allows your agent to list the custom fields currently used in your deal pipelines.

Is my Pipedrive data secure?

Vinkius manages your credentials securely, ensuring your agent only accesses what you authorize.

Can I see my sales goals in the chat?

Yes, you can ask your agent to list your sales goals to see your current targets.

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.

An astronaut overseeing a futuristic data hub

Download PDF Markdown Version

Connect Pipedrive Admin Settings to ChatGPT and Claude

Set it up once and it works in ChatGPT, Claude, Cursor, and any other client you love. It all runs safely in the background, so you can relax and focus on what really matters. Control your entire sales pipeline through natural conversation.

Ask AI about this Connector

Developed, maintained, and hosted by Vinkius.

MCP VERIFIED · PRODUCTION READY · VINKIUS GUARANTEED

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Works with modern AI clients that support MCP, including ChatGPT, Claude, Cursor, and more.

Your AI does the work. We keep it safe and sound.

No other AI tool gives you this. Your workflow runs in the client you already love, your account stays protected, and you decide what the agent can and cannot do. It is the whole reason to make the switch.

Each Connector lives inside our infrastructure, the same place where your workflow runs. The three things below are already part of it, working quietly in the background so you never have to think about them. Nothing to add, nothing to set up, nothing to worry about.

V8 Isolate01

Each Connector runs inside its own sealed environment.

Each Connector runs inside its own sealed V8 runtime — no access to your files, your system, or other servers. A Connector never sees past its own request.

Kill Switch02

One switch stops every agent. Instantly.

One action deactivates every Connector, revokes every token, and ends every session at once. AI Governance keeps the record.

FinOps per User03

Spending limits that pause instead of surprise.

Every user keeps their own connections and credentials, isolated from everyone else. Anything that would cross your spending limit is held for your approval, not billed.

Three controls, built into the layer your AI connects through.

Curated set · 8 capabilities

We ship only the actions that matter.

Capability set01 / 02

01-04

4 capabilities in this set.

Part of 8 available through Pipedrive.

01
Pd list currencies
This capability pulls a list of all currencies configured in your Pipedrive account.
02
Pd list goals
Use this to see all current sales goals set within the CRM.
03
Pd list webhooks
This capability retrieves the list of active webhooks connected to your Pipedrive instance.
04
Pd deal files
This capability fetches all files specifically attached to a selected deal.

Capability set02 / 02

05-08

4 capabilities in this set.

Part of 8 available through Pipedrive.

05
Pd list deal fields
Use this to view all custom fields currently used in your deal pipelines.
06
Pd get user
This capability retrieves detailed information about a specific Pipedrive user.
07
Pd list files
This capability provides a list of the most recently uploaded files in the system.
08
Pd list users
This capability generates a list of all users registered in your Pipedrive account.

Real work

What teams actually run

Quick Pipeline Audits

Ask your agent to list custom deal fields to ensure data consistency across the team.

User Onboarding Checks

Verify which users are active in the system by requesting a user list.

Document Retrieval

Find specific files attached to a deal without digging through folders.

Goal Monitoring

Check your current sales targets during a conversation with your agent.

Automate a task

Put Pipedrive to work on one thing.

Step-by-step automations your AI runs through this Connector: the workflow, the prompts to start with, and the exact capabilities behind each move.

How to check sales goals and users

One connector, every AI

Pipedrive works with the most popular AI clients.

These are the most popular clients, each with a step-by-step guide: one link, set up once, with governance and visibility built in. And because everything runs on the MCP standard, the same connection also works in any other compatible client — nothing to rebuild.

Building your own app? The connector is yours to use.

You don't need a client to put Pipedrive to work: the same hosted connection plugs into your own applications and agent code, with the same governance on every request. Build with it, chat with it — one connection for both.

Observed, not estimated

910ms average. Fast in production.

Pipedrive is checked daily against the live service.

Daily averagePeak 1077ms

Oct 3Today

Fastest day: 757ms
Slowest day: 1077ms
14-day trend: Slowing+19%

Connect your client

One URL. Every client.

Activate the Connector, copy your link, and paste it into the client you already use. 8 capabilities arrive ready to run.

Preview access · not provider authentication

The vk_preview_* token belongs to Vinkius preview infrastructure. It lets Claude discover and display the capabilities of Pipedrive, so you can see the experience inside your AI.

It does not authenticate your account with Pipedrive. Actions requiring credentials or live account data may not run until you activate the Connector and authorize the service.

Pipedrive Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_9gGVkFULG4WcQkUzJXDRnj2jtHHd8nOfnkvEFuou/mcp

Claude Desktop

Follow the steps below to connect in seconds.

1In Claude Desktop, open Settings → Connectors.
2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
3Click Add and start a new chat — Pipedrive capabilities are ready to use.

Configuration · claude_desktop_config.jsonCopy

{
  "mcpServers": {
    "pipedrive-admin-settings-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_9gGVkFULG4WcQkUzJXDRnj2jtHHd8nOfnkvEFuou/mcp"
    }
  }
}

Claude
ChatGPT
Cursor
VS Code
Windsurf
Claude Code
JetBrains
Cline

Step-by-step instructions for each client are in the guide. How to connect

Guided setup for Claude? Set up Pipedrive in Claude and other AIs

See all the AI clients this connector works with ↑

Who it's for

Built for the work Pipedrive owners hand off.

This MCP is built for sales professionals who need to manage CRM data without the friction of manual entry and menu navigation.

01
Sales Reps
They use the AI to manage their personal pipeline and activities.
02
Sales Managers
They use the AI to get quick overviews of pipeline stages and goals.
03
RevOps
They use the AI to audit custom fields and system settings.

FAQ

Questions Pipedrive owners ask.

01
Which AI clients can I use with this MCP?
You can use this MCP with any compatible client, including Claude, Cursor, Windsurf, and VS Code.
02
Do I need to host the MCP myself?
No, Vinkius hosts and manages the MCP for you. You just connect and start using it.
03
Can I manage custom fields through my agent?
Yes, the capability allows your agent to list the custom fields currently used in your deal pipelines.
04
Is my Pipedrive data secure?
Vinkius manages your credentials securely, ensuring your agent only accesses what you authorize.
05
Can I see my sales goals in the chat?
Yes, you can ask your agent to list your sales goals to see your current targets.
06
What Pipedrive data can I access?
Deals, Persons, Organizations, Activities, Notes, and Pipelines. All data respects your Pipedrive permissions.
07
Can I create and update records?
Yes! Create and update deals, contacts, activities, and notes. all through natural conversation.
08
How does authentication work?
Uses your personal Pipedrive API token. Find it in Settings > Personal preferences > API. No OAuth flow needed.

Explore

More in Data Management

Connect Pipedrive to Claude, Cursor, ChatGPT & more

Your AI does the work. We keep it safe and sound.

Each Connector runs inside its own sealed environment.

One switch stops every agent. Instantly.

Spending limits that pause instead of surprise.

We ship only the actions that matter.

01-04

Pd list currencies

Pd list goals

Pd list webhooks

Pd deal files

05-08

Pd list deal fields

Pd get user

Pd list files

Pd list users

What teams actually run

Quick Pipeline Audits

User Onboarding Checks

Document Retrieval

Goal Monitoring

Building your own app? The connector is yours to use.

Pipedrive Connector

Claude Desktop

Sales Reps

Sales Managers

RevOps

Which AI clients can I use with this MCP?

Do I need to host the MCP myself?

Can I manage custom fields through my agent?

Is my Pipedrive data secure?

Can I see my sales goals in the chat?

What Pipedrive data can I access?

Can I create and update records?

How does authentication work?

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