• NEW
  • MOVE
  • EDIT
  • MANUAL

How to create and update deals with your AI

Connect Pipedrive to your AI client once. From then on, you can manage your sales pipeline through chat.

Ask AI about this page

Short answer

How can I use my AI to manage Pipedrive deals?

You can tell your AI to create new deal records or move existing ones between pipeline stages. This keeps your CRM updated without you having to click through the Pipedrive interface. You'll see the specific outcomes below.

Pipeline outcomes

Where your deals land.

These are the direct results of your commands.

NEW

New deal records

The AI builds a new opportunity based on your description. Your pipeline gets updated immediately.

MOVE

Stage transitions

The AI shifts deals to different pipeline stages. This keeps your sales funnel accurate.

EDIT

Deal details

You can change specific information on a deal. The AI handles the data entry for you.

MANUAL

Human decisions

The AI only moves what you tell it to move. You still control the actual sales strategy.

The workflow

What your AI does when <the thing arrives>.

Your AI translates your chat messages into Pipedrive actions.

  1. Identify the request

    Your AI determines if you want to add a new opportunity or change an existing one.

    pd_create_deal

  2. Log new deals

    When you describe a new lead, the AI creates the record in your Pipedrive account.

    pd_create_deal

  3. Update deal stages

    If a deal progresses, the AI moves it to the correct pipeline stage.

    pd_update_deal

  4. Modify deal data

    The AI updates existing deal information to keep your records clean.

    pd_update_deal

Try it

Copy these to start.

Use these prompts to interact with Pipedrive.

Starting points

Replace the company names and dollar amounts with your actual deal data.

Pipedrive Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_9vhnCGpRtynmq3N3uxaFm68UZemXVHYTMlt6fbch/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-deals-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_9vhnCGpRtynmq3N3uxaFm68UZemXVHYTMlt6fbch/mcp"
    }
  }
}
Copy into chat04

  • Create a new deal for SolarTech worth $15,000 in the Prospecting stage.

  • Move the deal for Blue Horizon to the Negotiation stage.

  • Create a deal for Riverstone Inc for $4,500.

  • Update the deal for Zenith Corp to the Closed Won stage.

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

Start here

Connect Pipedrive once, then ask.

One connection links your Pipedrive account to your AI client. Your login stays encrypted on our side.

Connect Pipedrive to your AI

FAQ

How this task behaves

  • 01

    Can the AI delete deals?

    No. The AI can only create or update deals. It has no permission to delete records.

  • 02

    Can the AI create new pipelines?

    No. The AI works within your existing Pipedrive pipelines and stages.

  • 03

    Does the AI need a deal ID to update it?

    The AI uses the deal name or other identifiers you provide to find the right record to update.

  • 04

    Can the AI add notes to a deal?

    The AI can update deal details, but it does not have a specific tool for adding timeline notes.

  • 05

    Will the AI move deals automatically?

    No. The AI only performs actions when you explicitly ask it to in your chat.

  • More questions about Pipedrive? The Connector page answers them. See everything the Pipedrive Connector can do

Connect Pipedrive to Claude, Cursor, ChatGPT & more