# Pipedrive Activities MCP

> Pipedrive Activities manages every recorded interaction in your sales pipeline. It lets you schedule, track, list, or mark complete any activity—calls, meetings, tasks, emails, and deadlines—directly through conversation. Stop juggling tabs; manage deal history end-to-end.

## Overview
- **Category:** sales-crm
- **Price:** Free
- **Tags:** activity-tracking, task-management, calendar-integration, sales-automation, deal-management

## Description

You know how much time you waste jumping between Pipedrive, your calendar, and your task manager? This server fixes that. It gives your AI client full control over every single interaction in your sales pipeline—calls, meetings, tasks, emails, whatever it is. You don't have to juggle tabs anymore; you just talk to your agent and manage deal history end-to-end.

**Scheduling New Interactions**

You can use `pd_create_activity` to schedule anything you need—a call, a meeting, or an email follow-up. You simply tell the agent which activity type you want, what it's for (the subject), and when it needs to happen. Crucially, you link it right away to a specific deal, contact, or organization record so everything stays connected.

If you don't know what types of activities Pipedrive supports—like if your team set up custom follow-ups—you can run `pd_activity_types` first. This lists every available activity type, letting you pick the right thing to schedule.

**Reviewing Deal History and Tasks**

Need to see everything that’s happened with a specific deal? Use `pd_deal_activities`. You feed it one deal ID, and it spits out all recorded activities—every call, meeting, and task associated with that single record. It's your complete history check. If you need to know what the details are for just one piece of work, run `pd_get_activity` using its unique activity ID. This pulls up all the metadata: notes, duration, type, and which records it links to.

If you want a broader view—say, 'Show me everything I need to do this week'—you can use `pd_list_activities`. You don't have to look at everything; you filter. You tell it to list multiple activities across the entire account and specify filters like due date range, type (e.g., only tasks), or completion status (pending vs. done).

**Updating Statuses and Records**

Sometimes things change. If a meeting gets pushed back, you don't delete the original record; you just update it. Run `pd_update_activity` to reschedule an existing activity, changing its due date or tweaking the subject without losing any historical data. You can also mark work as finished using `pd_mark_activity_done`. This changes that specific activity’s status to completed. The record stays in history for audit purposes but gets removed from your active task queue.

For cleanup, if you are 100% sure the audit trail doesn't need a particular interaction anymore, you can use `pd_delete_activity`. This permanently removes an activity from the deal record. It’s a serious tool, so only pull this trigger when you know what you're doing.

This means your agent handles all that complex CRM data retrieval and modification—the scheduling, checking history, marking things done, and rescheduling everything—so you just talk to it.

## Tools

### pd_create_activity
Schedules a new sales activity—a call, task, email follow-up, etc.—and links it to deals or contacts.

### pd_deal_activities
Retrieves all activities (calls, meetings, tasks) linked specifically to one deal ID for a complete history check.

### pd_delete_activity
Permanently removes an activity from the record. Use this only if you are certain the audit trail doesn't need it.

### pd_get_activity
Gets complete details for one specific activity by its ID, including notes and linked records.

### pd_list_activities
Lists multiple activities across the account, letting you filter by due date, type, or completion status (pending/done).

### pd_activity_types
Lists every activity type available in Pipedrive, including default types (call, meeting) and custom ones set up by your team.

### pd_mark_activity_done
Changes a specific activity's status to completed. The record stays in history but gets removed from the active task queue.

### pd_update_activity
Reschedules an existing activity, changing its due date or subject without deleting it entirely.

## Prompt Examples

**Prompt:** 
```
Search for deals with Acme Corp
```

**Response:** 
```
📊 **Deals with Acme Corp**
| Title | Value | Stage | Pipeline |
|---|---|---|---|
| Acme Enterprise License | $45,000 | Proposal Made | Sales Pipeline |
| Acme Support Plan | $12,000 | Won | Renewals |
```

**Prompt:** 
```
Create a call activity for tomorrow at 2pm
```

**Response:** 
```
✅ **Activity Created!**
- Type: Call
- Subject: Follow-up call
- Due: Tomorrow at 2:00 PM
- Status: Pending
```

**Prompt:** 
```
Show me the pipeline stages
```

**Response:** 
```
📦 **Sales Pipeline**
1. Lead In
2. Contact Made
3. Prospect Qualified
4. Proposal Made
5. Negotiations Started
6. Won ✅
7. Lost ❌
```

## Capabilities

### Schedule New Interactions
The agent schedules an activity (call, task, meeting, etc.) and links it to a specific deal, contact, or organization.

### Review Full Deal History
Retrieves all scheduled, pending, and completed activities associated with one specific deal ID.

### List All Upcoming Tasks
Lists multiple activities across the account, filtering by type (e.g., only overdue tasks) or completion status.

### Update Activity Status
Marks a specific activity as done or reschedules it with new dates and subjects.

### Retrieve Specific Details
Pulls all metadata—notes, duration, type, and links—for one single activity record using its ID.

## Use Cases

### Client just left; need next steps defined.
The SDR needs to document the meeting immediately. They ask their agent: 'Schedule a follow-up call for Friday at 10 AM.' The agent uses `pd_create_activity`, setting the type, date, and linking it directly to the correct deal.

### Manager needs to audit stalled deals.
The Sales Manager asks: 'Show me all pending tasks for contacts linked to Acme Corp.' The agent uses `pd_list_activities`, filtering by status and organization, giving an immediate overview of where the team is falling behind.

### Finding out what happened last week.
A user asks: 'What were all the meetings we had for this deal in May?' The agent runs `pd_deal_activities`, pulling a concise history of calls and meetings that took place, allowing the user to review engagement quickly.

### Rescheduling an internal task.
The assigned rep realizes they can't make today's meeting. They tell the agent: 'Change my task for Acme Corp from 2 PM to tomorrow morning.' The agent uses `pd_update_activity` to change the date and time without losing any notes or details.

## Benefits

- Stop manually checking deal timelines. Use `pd_list_activities` to pull a filtered view of every pending meeting, task, and call across multiple deals instantly.
- Need to update an old follow-up? Instead of recreating it, use `pd_update_activity` to reschedule or rename the existing record, keeping your history clean.
- When a deal moves forward, schedule the next step immediately. Run `pd_create_activity` to book that follow-up call right away and link it correctly.
- Finished a call? Don't forget to log it. Use `pd_mark_activity_done` so the task clears your queue but remains visible in the deal's history.
- Get the full picture on one opportunity by running `pd_deal_activities`, which consolidates all past and future interactions tied to a single deal ID.

## How It Works

The bottom line is: it lets you manage Pipedrive's activity log by speaking naturally to your AI client, without needing to know API calls or navigate the CRM interface.

1. First, tell your agent what you need to do. For instance: 'List all overdue tasks for Acme Corp.'
2. The agent calls the appropriate tool (like `pd_list_activities`) and uses any required identifiers (e.g., Deal ID, organization name) to pull the data.
3. You get back a structured list or detailed summary of activities, which your agent then presents in plain text.

## Frequently Asked Questions

**How do I check if an activity was completed using pd_list_activities?**
You filter results by the completion status. Use 'done' or 'false' to separate tasks that are pending from those you marked as finished. This is key for knowing what needs attention.

**What is the difference between pd_deal_activities and pd_list_activities?**
The difference is scope: `pd_deal_activities` only shows history for one specific deal ID. `pd_list_activities` lets you view many activities across multiple deals or accounts at once.

**Should I use pd_delete_activity instead of marking it done?**
No, don't delete. Use `pd_mark_activity_done`. Deletion removes the audit trail entirely. Marking it done keeps the record in history while clearing it from your active task queue.

**How do I reschedule an activity using pd_update_activity?**
You must provide the original activity's ID, and then specify the new due date or time. You can also change the subject matter if needed; it updates all fields in one go.

**When I use pd_create_activity, how do I make sure the new activity links to a specific person or organization?**
You must pass the relevant IDs when calling pd_create_activity. The tool requires explicit linkages (deal ID, person ID, etc.) to ensure the activity shows up in the correct context within Pipedrive.

**What is the purpose of running pd_activity_types before creating an activity?**
It lists every configured activity type—including default types and any custom ones your team added. This is crucial because you need to reference a valid, existing type when using pd_create_activity.

**If I use pd_get_activity, does it provide all the necessary details about a single activity?**
Yes, pd_get_activity provides comprehensive data for one specific ID. It returns everything: subject, type, dates/times, duration, notes, and which records (deal/person/org) it's linked to.

**Does pd_deal_activities allow me to see the activity history across multiple deals?**
No, pd_deal_activities is scoped to a single deal ID at a time. If you need histories for several deals, you'll have to call the tool once for each specific Deal ID.

**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.