Pipedrive Admin & Settings MCP for AI. Manage user data and system settings without leaving your agent.

Q: How do I check if my deal has custom fields using pdlistdealfields?

Run pdlistdealfields. This tool reads the metadata from Pipedrive and lists every available custom field name and type. It's a quick way to audit your data structure before building reports.

Q: What is the difference between pdlistfiles and pddealfiles?

pdlistfiles shows you all recent files across the entire Pipedrive account. pddealfiles, however, limits the results to only those documents attached directly to a specific deal ID.

Q: Can I list all users and check their goals using pdlistusers and pdlistgoals?

Yes. You can run pdlistusers to get the roster, and then use pdlistgoals separately to see what organizational targets are set. The agent helps combine this context for you.

Claude

ChatGPT

Cursor

Gemini

Windsurf

VS Code

JetBrains

Vercel

See Vinkius in Action

Works with every AI agent you already use

…and any MCP-compatible client

Connect to your AI in seconds.

Pipedrive Admin & Settings MCP Server connects your AI client directly to Pipedrive's core administrative functions. Manage users, define sales goals, check file metadata, and configure webhooks without ever leaving your chat window.

Use this server to read user details via pd_get_user, list custom fields with pd_list_deal_fields, or view recent files using pd_list_files—all through natural conversation.

What your AI can do

Pd deal files

Gets the file attachments linked to a specific deal ID.

Pd get user

Retrieves detailed information for a specified Pipedrive user account.

Pd list currencies

Returns a list of all currencies configured in the Pipedrive account.

+ 5 more capabilities included

Retrieve User Account Details

The server fetches specific information about a Pipedrive user account using pd_get_user.

List System Configurations

It pulls lists of system assets, including currencies (pd_list_currencies), webhooks (pd_list_webhooks), and sales goals (pd_list_goals).

Inspect Deal Structure

The server reads the available custom fields on deals via pd_list_deal_fields, giving you a map of all possible data points.

List and Get Files

You can list recent files across your account (pd_list_files) or retrieve the specific documents attached to one deal (pd_deal_files).

Audit User Accounts

It provides a full roster of Pipedrive users through pd_list_users.

Ask an AI about this

Included with Plan

Waiting for input…

AI Agent

Pipedrive Admin & Settings MCP Server: 8 Tools for CRM Data Access

Use these tools to manage Pipedrive's core settings. They let your AI client read user details, list goals, check webhooks, and inspect custom deal fields.

Make your AI actually useful.

Add this MCP to Claude, Cursor, or Windsurf and your AI stops guessing. It gets real tools to look things up, take action, and handle the stuff you keep doing by hand.

Start using Pipedrive Admin & Settings on Vinkius

Pd Deal Files

Gets the file attachments linked to a specific deal ID.

Pd Get User

Retrieves detailed information for a specified Pipedrive user account.

Pd List Currencies

Returns a list of all currencies configured in the Pipedrive account.

Pd List Deal Fields

Lists and describes the custom fields available on deals for data tracking.

Pd List Files

Provides a list of recent files uploaded or accessed within the system.

Pd List Goals

Retrieves the current sales goals and targets defined in Pipedrive.

Pd List Users

Lists all user accounts associated with the Pipedrive instance.

Pd List Webhooks

Provides a list of configured webhooks, showing what external systems are connected.

Security and governance baked right in.

Pick your AI client below to get set up. Just create a Vinkius account, subscribe, and you're instantly up and running. We handle the entire backend infrastructure, delivering out-of-the-box support for HTTPS Streamable, SSE, and OAuth2—zero messy routing required.

Claude AI

Open Claude Settings

Go to claude.ai, click your profile icon, then navigate to Customize → Connectors.

Add Custom Connector

Click the "+" button and select Add custom connector. Paste your Vinkius endpoint URL:

https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. For OAuth-protected servers, expand Advanced settings to add credentials.

Start a conversation

Open a new chat. The Pipedrive Admin & Settings integration is available immediately — no restart needed.

Antigravity

Configure Agent Environment

Open your Antigravity agent's workspace configuration or mcp-servers.json file.

Bind the Endpoint

Add the Vinkius endpoint URL to your agent's MCP connections list:

"mcp_servers": {
  "pipedrive-admin-settings": {
    "serverUrl": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
  }
}

Provide your secure token in place of [YOUR_TOKEN_HERE] to ensure your agent requests are authenticated.

Execute

Start your Antigravity session. The agent will autonomously discover and utilize the Pipedrive Admin & Settings tools with full Vinkius guardrails applied.

VS Code Copilot

⚡

One-Click Install (Recommended)

In your Vinkius Dashboard, simply click the Add to VS Code button for this server. We'll automatically configure your local workspace.

Or configure manually

Open MCP Settings

Open VS Code, press Ctrl/Cmd + Shift + P, and search for GitHub Copilot: MCP Servers.

Add Server Config

Add the Vinkius endpoint configuration to your mcp-servers.json file:

"pipedrive-admin-settings": {
  "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
}

Ensure you replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com.

LangChain

Install Dependencies

Install the LangChain MCP adapters for your environment:

pip install langchain-mcp-adapters

Connect the Server

Use the SSEClient in LangChain to connect to the Vinkius managed endpoint:

from langchain_mcp_adapters.client import SSEClient

# Connect to Vinkius
client = SSEClient(url="https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp")
tools = client.get_tools()

CrewAI

Define the Tool

Load the Vinkius MCP tools into your CrewAI agents:

from crewai import Agent
from mcp_crewai import MCPTool

# Connect securely to Vinkius
vinkius_tools = MCPTool(url="https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp")

# Assign to Agent
researcher = Agent(
    role='Data Researcher',
    tools=vinkius_tools.get_all()
)

Execute Task

Run your CrewAI process. The agent will autonomously route tasks to the Vinkius managed server.

Choose How to Get Started

Build a custom MCP for your own tools, or connect a ready-made integration from our catalog.

Build Your Own

Turn any API into an MCP. Import a spec, define Agent Skills, or deploy with MCPFusion.

Import from OpenAPI, Swagger, or YAML specs
Create Agent Skills with progressive disclosure
Deploy to edge with MCPFusion framework
Built in DLP, auth, and compliance on every call
Real time usage dashboard and cost metering
Publish to catalog or keep private

Start building

Make Your AI Do More

Start with Pipedrive Admin & Settings, then connect any of our 5,100+ other servers whenever your AI needs more. One click, no limits.

Use this MCP plus 5,100+ others, all in one place
Add new capabilities to your AI anytime you want
Every connection is secured and compliant automatically
Track usage and costs across all your servers
Works with Claude, ChatGPT, Cursor, and more
New servers added to the catalog every week

Pipedrive Admin & Settings MCP server cover

Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Pipedrive. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.

VINKIUS INFRASTRUCTURE

Cloud Hosted

Managed infra

V8 Isolated

Sandboxed per request

Zero-Trust Proxy

No stored credentials

DLP Enforced

Policy on every call

GDPR Compliant

EU data residency

Token Compression

~60% cost reduction

Your data is protected. See how we built it.

Works with Claude, ChatGPT, Cursor, and more

The Model Context Protocol standardizes how applications expose capabilities to LLMs. Instead of operating in isolation, your AI gains direct access to external platforms, live data, and real-world actions through secure, standardized connections.

This connection provides 8 powerful capabilities that interface natively with Claude, ChatGPT, Cursor, and other compatible AI platforms. No middleware. No custom integration required.

Navigating Pipedrive settings feels like opening 50 tabs.

Today, if you need to audit a sales deal, you have to jump between Deal View (to see files), Settings (to check currencies and goals), Users list (to verify who owns the record), and finally, Notes/Activity sections. It's click-heavy, tedious, and easy to miss something.

With this MCP server, you just tell your agent: 'Show me everything I need to know about Acme Corp.' The agent runs multiple tools—like pulling `pd_list_files` and referencing the deal ID—and presents a single, consolidated report. You get the answer without leaving the chat.

Pipedrive Admin & Settings MCP Server: Get configuration data instantly.

Gone are the days of having to remember if you need to check a user's role, the current sales goal structure, or which webhooks are active. You don't have to guess where the information lives in the app.

Now, everything is accessible via natural language commands. The server treats Pipedrive's complex backend as simple data points your AI client can read and organize.

Support 24/7 support@vinkius.com ↗

Security Vinkius Trust Center ↗

SLA Service Level Agreement ↗

Report Listing Send Report ↗

What your AI can actually do with this

You don't wanna log into Pipedrive just to check some settings or pull user data, right? This server connects your AI client straight to Pipedrive’s backend. You use it to handle the messy admin stuff—user management, setting checks, file metadata, and webhook configuration—all without leaving your chat window. Your agent handles all the complex lookups, so you can just focus on closing deals.

User Management & Auditing:
You need an overview of who's using the system? You'll use pd_list_users to get a full roster of every account linked to your Pipedrive instance. If you need details on one specific person, you call pd_get_user, and it pulls up all the detailed information for that user account.

System Configuration & Targets:
Want to know what's running in the background? You can check system assets with pd_list_currencies, which returns a complete list of every currency configured in your Pipedrive account. To audit external connections, you use pd_list_webhooks to see exactly which systems are hooked up and communicating externally. When it comes to setting expectations, the server reads current sales goals and targets using pd_list_goals, letting you know what your team is aiming for right now.

Data Structure Inspection:
Before you write a report or build an automation, you need to know what data fields are available. You use pd_list_deal_fields to list and describe all the custom fields set up on deals, giving you a complete map of every possible data point your team tracks. This helps your agent know exactly what context it can pull from a deal record.

File Tracking & Assets:
You don't have to click through folders to find documents. You use pd_list_files to get a list of recent files that were uploaded or accessed anywhere in the system. If you need something tied to a specific opportunity, you call pd_deal_files, and it pulls up all the file attachments linked directly to that single deal ID.

This lets your agent know what documents are relevant right away.

Putting It All Together:
Your AI client uses these tools together. You're checking user permissions by listing accounts via pd_list_users and then immediately pulling up specific details for an underperforming employee using pd_get_user. If you need to know why a deal stalled, your agent checks the custom fields with pd_list_deal_fields, reviews the goals set in place using pd_list_goals, and finally retrieves all associated documents by calling pd_deal_files for that specific deal ID.

You can check if any external system needs an update by running through the connected webhooks via pd_list_webhooks or verifying your currency setup with pd_list_currencies. The entire process runs conversationally, giving you full visibility into Pipedrive's structure and data without ever touching a dashboard.

Built · Hosted · Managed by Vinkius Pipedrive Admin & Settings MCP Server - User Data Management

Server ID 019d75f4-1a41-7356-a9c5-ef95245a885c

Vinkius Inspector

Compliance Grade A+

Score 100/100

Report View Report ↗

Here's how it actually works

The bottom line is you get Pipedrive's backend administrative data exposed as simple functions your AI client can run on demand.

You prompt your agent with a request, like 'Show me all active webhooks.'

The agent recognizes the need for system configuration data and calls the pd_list_webhooks tool.

The server executes the call and sends back a clean list of webhook details, which the agent then formats into plain text.

Who is this actually for?

This server is for platform administrators and sales operations roles. It solves the problem of context switching—you don’t need to open 5 tabs (User, Goals, Files, Webhooks) just to answer a question about data governance. You get full visibility without leaving your AI workspace.

Sales Operations Manager

Auditing user roles and listing webhooks to ensure compliance or check integration status.

System Administrator

Using pd_list_currencies and pd_list_deal_fields to map out system limits and available data points for new integrations.

RevOps Analyst

Retrieving deal files (pd_deal_files) or listing goals (pd_list_goals) to build reports on historical performance patterns.

What Changes When You Connect

Audit permissions fast. Instead of navigating to the Users tab, you simply ask for a list using pd_list_users. The server gives you the roster instantly.

Check your revenue goals immediately. You can call pd_list_goals and get an overview of sales targets right in your chat, perfect for quick board reads.

Map custom data points easily. Need to know what fields a user can track? Run pd_list_deal_fields to see every available input type without clicking around.

Manage integrations visibility. Use pd_list_webhooks to confirm which external services are firing events, saving you from hunting through complex settings menus.

Track document history. You can list recent files using pd_list_files or deep-dive into the documents attached to one deal with pd_deal_files.

See it in action

01 01

The New User Setup

A new SDR starts. Instead of asking an admin, they ask their agent: 'What users exist and what goals do we have?' The agent uses pd_list_users and pd_list_goals, giving the SDR a full understanding of who's on the team and what the revenue targets are—all in one chat.

02 02

Debugging Integrations

A webhook fails. You prompt your agent: 'Show me all webhooks and tell me which ones point to Salesforce.' The agent runs pd_list_webhooks, immediately exposing the endpoint details, allowing you to fix it without logging into Pipedrive's settings.

03 03

Understanding Deal Data

A deal looks odd. You ask: 'What custom fields can we track on deals?' The agent uses pd_list_deal_fields to return a structured list of every available field, letting you verify if the data point you're missing is even possible.

04 04

Reviewing Client Assets

A manager needs context on a deal. They prompt: 'What files are attached to Acme Corp's proposal?' The agent runs pd_deal_files, pulling the metadata for all associated documents instantly.

The honest tradeoffs

Trying to guess system settings

Anti-pattern

A user tries to figure out if a field exists by reading documentation, spending 30 minutes, and then guessing the API path. This is slow and inaccurate.

The Fix

Just ask your agent: 'What are the custom fields available on deals?' The agent runs pd_list_deal_fields and gives you the definitive list in seconds.

Copying/pasting user data

Anti-pattern

A manager needs to compare three users' roles. They have to open User 1, copy Role A; open User 2, copy Role B; and so on.

The Fix

Ask your agent: 'List all Pipedrive users.' The agent runs pd_list_users and dumps the structured list directly into the chat.

Checking webhooks manually

Anti-pattern

A team member needs to confirm if a new integration (e.g., accounting software) is set up, forcing them to navigate deep into settings menus.

The Fix

Run pd_list_webhooks and ask the agent to filter for 'accounting.' You get an immediate list of active integrations.

When It Fits, When It Doesn't

Use this server if your job requires frequent, varied reads across Pipedrive’s backend configuration or data structure. Think: auditing, reporting on system limits, onboarding documentation, or debugging connections. If you need to know what fields exist (pd_list_deal_fields) before writing a script, use this. If you only ever need to read the basic details of one single deal (e.g., title and value), the core Pipedrive API might be fine, but if that task requires cross-referencing user roles or checking active webhooks, this server is necessary.

Don't use this if your primary goal is writing or updating data—this server is read-only for administration. If you need to change a deal status or update a contact email, stick to the core Pipedrive interface or an agent designed specifically for mutations. This toolset focuses on giving context and visibility into the system's plumbing.

Questions you might have

How do I check if my deal has custom fields using pd_list_deal_fields? +

Run pd_list_deal_fields. This tool reads the metadata from Pipedrive and lists every available custom field name and type. It's a quick way to audit your data structure before building reports.

What is the difference between pd_list_files and pd_deal_files? +

pd_list_files shows you all recent files across the entire Pipedrive account. pd_deal_files, however, limits the results to only those documents attached directly to a specific deal ID.

Can I list all users and check their goals using pd_list_users and pd_list_goals? +

Yes. You can run pd_list_users to get the roster, and then use pd_list_goals separately to see what organizational targets are set. The agent helps combine this context for you.

Does pd_list_webhooks help me debug a broken integration? +

It lists all configured webhooks, giving you the URL and status of external connections. This lets you confirm if the endpoint is active or pointing to an old service.

If I use pd_list_currencies, how do I get a full list of supported currency codes? +

It returns all valid currency codes used in Pipedrive. Your agent uses this data to validate any currency input before creating deals or calculating totals, preventing errors.

What happens if I call pd_get_user for a user who isn't in Pipedrive? +

The system handles it gracefully. Instead of failing, the agent returns an explicit error code and null data, letting your workflow stop cleanly instead of crashing.

When I run pd_list_deal_fields, how do I tell if a custom field is mandatory? +

The tool output provides schema details for each field, including whether the value is required. This lets your agent build accurate forms that match Pipedrive's data rules.

When listing many files using pd_list_files, how do I limit the scope of results? +

You pass parameters to filter or paginate the list. This stops your agent from pulling massive amounts of data and ensures it only retrieves recent or specific file types.

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.

Connect to your AI in seconds.

Pd deal files

Pd get user

Pd list currencies

Pipedrive Admin & Settings MCP Server: 8 Tools for CRM Data Access

Make your AI actually useful.

Pd Deal Files

Pd Get User

Pd List Currencies

Pd List Deal Fields

Pd List Files

Pd List Goals

Pd List Users

Pd List Webhooks

Security and governance baked right in.

Claude AI

Open Claude Settings

Add Custom Connector

Start a conversation

Claude Code

Open your terminal

Add the MCP Server

Start coding

Cursor

One-Click Install (Recommended)

Open Cursor Settings

Add New Server

Use in Composer

Antigravity

Configure Agent Environment

Bind the Endpoint

Execute

VS Code Copilot

One-Click Install (Recommended)

Open MCP Settings

Add Server Config

Windsurf

One-Click Install (Recommended)

Open Windsurf Settings

Add Server Endpoint

LangChain

Install Dependencies

Connect the Server

CrewAI

Define the Tool

Execute Task

Choose How to Get Started

Build Your Own

Make Your AI Do More

Works with Claude, ChatGPT, Cursor, and more

Navigating Pipedrive settings feels like opening 50 tabs.

Pipedrive Admin & Settings MCP Server: Get configuration data instantly.

What your AI can actually do with this

Here's how it actually works

Who is this actually for?

What Changes When You Connect

See it in action

The New User Setup

Debugging Integrations

Understanding Deal Data

Reviewing Client Assets

The honest tradeoffs

Trying to guess system settings

Copying/pasting user data

Checking webhooks manually

When It Fits, When It Doesn't

Questions you might have