• PERSON
  • ORG
  • DEALS
  • HUMAN

How to search contact and deal history with your AI

Connect Pipedrive to your AI client once. After that, you can ask questions about your customers and their sales activity in plain English.

Ask AI about this page

Short answer

How do I find contact and deal history with my AI?

Just ask your AI client for the specific information you need. It uses Pipedrive tools to pull person details, organization data, and associated deal histories instantly. You'll get the specific context you need for follow-ups or account reviews.

Where every query lands.

Information outcomes

Your AI turns your questions into specific data points from Pipedrive.

PERSON

Individual profiles

The AI pulls specific contact details for a person. You get their direct info and contact history.

ORG

Company context

Get the full picture for an organization. The AI finds the company profile and its related data.

DEALS

Sales history

See every deal linked to a person or company. This shows you the full sales trajectory for a client.

HUMAN

Manual updates

The AI only reads data. You still need to go into Pipedrive to manually edit or delete records.

The workflow

What your AI does when you ask a question.

The AI translates your request into specific tool calls to fetch the right Pipedrive data.

  1. Identify the contact

    The AI looks up the specific person you mentioned to get their unique ID and basic details.

    pd_get_person

  2. Check company info

    If you ask about a business, the AI pulls the organization profile to provide context.

    pd_get_org

  3. Retrieve deal history

    The AI scans for all deals tied to that person or company to show you their sales path.

    pd_person_deals

  4. Summarize findings

    The AI combines the retrieved data into a clear answer for your specific question.

    pd_get_person

Try it

Copy these to start.

Use these prompts to test the connection immediately.

Starting points

Swap out the names in these prompts for the actual people or companies in your Pipedrive account.

Pipedrive Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_FkXAEcw3zDisBUQZWVtAVhjp6EWefAF4logT2VQk/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Pipedrive capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "pipedrive-contacts-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_FkXAEcw3zDisBUQZWVtAVhjp6EWefAF4logT2VQk/mcp"
    }
  }
}
Copy into chat04

  • Show me the contact details for Sarah Jenkins.

  • What deals are currently associated with Acme Corp?

  • Give me a summary of all deal history for the contact Michael Chen.

  • Find the organization profile for Globex Corporation.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Pipedrive once, then ask.

Click the link to connect your account. Your credentials stay encrypted, and you can start chatting with your data immediately.

Connect Pipedrive to your AI

FAQ

How the Pipedrive Connector behaves

  • 01

    Can the AI edit my Pipedrive deals?

    No. The AI can only read data using the available tools. You must make all changes directly in Pipedrive.

  • 02

    Can the AI delete contacts?

    No. This Connector is read-only. It cannot delete or remove any records from your CRM.

  • 03

    Does the AI see all my Pipedrive data?

    The AI only accesses the specific data required to answer your prompt through the connected tools.

  • 04

    Can I ask about deals that aren't linked to a person?

    The current tools focus on retrieving data via person and organization profiles.

  • 05

    How does the AI know which person I am talking about?

    The AI uses the name or organization you provide to search for the matching record in Pipedrive.

  • More questions about Pipedrive? See everything the Pipedrive Connector can do

Connect Pipedrive to Claude, Cursor, ChatGPT & more