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Vinkius

Pipedrive Admin & Settings Connector for AI agents.

8 live capabilities

Manage your CRM user permissions, sales goals, and custom deal fields through conversation.

Live agent request Pipedrive Admin & Settings / Connector

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Why people use Pipedrive Admin & Settings

Pipedrive Admin & Settings for CRM Data Governance

This Connector changes that by letting you just ask your agent for the info. You can pull a list of users, check your active goals, or see your custom deal fields in a single chat. You get a clear overview of your CRM's backbone without ever leaving your workspace.

  • Claude
  • ChatGPT
  • Gemini
  • Cursor
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  • Windsurf

What Vinkius changes

You get a conversational interface for your Pipedrive administrative backend.

Use it from Claude, ChatGPT, Cursor or another AI client you already have.

One account · 5,900+ Connectors

  1. Real-world use case 01

    Auditing team access

    A CRM admin needs to see who has access to Pipedrive.

  2. Real-world use case 02

    Verifying sales targets

    A manager wants to know the current goals.

  3. Real-world use case 03

    Troubleshooting webhooks

    An engineer notices a broken automation.

Complete set · 8capabilities

The complete Pipedrive Admin & Settings capability set.

These are the exact actions your AI can choose when you ask it to work with Pipedrive Admin & Settings.

Capability set01 / 02

01—04

4 capabilities in this set.

Part of 8 available through Pipedrive Admin & Settings.

  1. 01 Capability

    Pd list currencies

    List all currencies in your Pipedrive account. This is useful for checking global sales settings.

  2. 02 Capability

    Pd list deal fields

    List your custom deal fields. Use this to see what data points your sales team is tracking.

  3. 03 Capability

    Pd list files

    List your most recent files. This lets you see what documents were recently uploaded to the CRM.

  4. 04 Capability

    Pd list goals

    List your current sales goals. Quickly see what the team is aiming for this quarter.

Capability set02 / 02

05—08

4 capabilities in this set.

Part of 8 available through Pipedrive Admin & Settings.

  1. 05 Capability

    Pd list webhooks

    List all active webhooks. This helps you manage your automated integrations and notifications.

  2. 06 Capability

    Pd deal files

    Get files attached to a specific deal. This helps you find documents without opening the deal page.

  3. 07 Capability

    Pd get user

    Get details for a specific Pipedrive user. Use this to check permissions or contact info quickly.

  4. 08 Capability

    Pd list users

    List all Pipedrive users. Use this to see your full team list in one go.

Set up in minutes

One URL. Then ask Pipedrive Admin & Settings to work.

Claude and ChatGPT only need the Connector URL. Copy it once, add it in settings, and use Pipedrive Admin & Settings from the conversation.

Choose your client

Live preview
Advanced clients IDE · CLI

Claude · Web + desktop

Official guide ↗

Connector URL · ready to paste

Streamable HTTP
https://edge.vinkius.com/vk_preview_9gGVkFULG4WcQkUzJXDRnj2jtHHd8nOfnkvEFuou/mcp
  1. Step 01

    Open Connectors

    In Claude Web or Claude Desktop, open Settings and choose Connectors.

  2. Step 02

    Add the URL

    Choose Add custom connector, name it Pipedrive Admin & Settings, and paste the URL above.

  3. Step 03

    Turn it on in chat

    Select +, open Connectors, and enable Pipedrive Admin & Settings for the conversation.

Where the request belongs

Work Pipedrive can move forward.

Built around the request

This is for the CRM admin who is tired of the click-fatigue of managing settings, or the RevOps lead who needs to audit user access and webhooks quickly without digging through nested menus.

01

CRM Administrator

Manages user access and webhook configurations during a busy Monday to ensure team security.

02

RevOps Manager

Audits sales goals and custom deal fields to ensure data integrity across the company.

03

Sales Operations Lead

Checks recent files and user details to troubleshoot pipeline issues or verify team activity.

Build the capability set

Add more capabilities.

Each Connector adds new actions and data without changing how you work.

Browse Connectors
Pipedrive Activities logo
01 8 capabilities

Pipedrive Activities

Create and manage calls, meetings, tasks, emails, and deadlines. full activity tracking for your Pipedrive account.

View Connector
Pipedrive CRM (Full) logo
02 11 capabilities

Pipedrive CRM (Full)

Manage deals, contacts, organizations, activities, notes, and pipelines. complete Pipedrive CRM access through natural conversation.

View Connector
Pipedrive Products logo
03 7 capabilities

Pipedrive Products

Manage your product catalog and attach products to deals in Pipedrive.

View Connector
Pipedrive Contacts logo
04 11 capabilities

Pipedrive Contacts

Search, create, and manage Pipedrive persons and organizations. full contact lifecycle management through natural conversation.

View Connector
Pipedrive logo
05 12 capabilities

Pipedrive

Automate sales CRM via Pipedrive. manage deals, persons, and activities directly from any AI agent.

View Connector
Pipedrive Mail logo
06 4 capabilities

Pipedrive Mail

Browse email threads, read messages, and view deal-linked emails. manage your Pipedrive mail integration through conversation.

View Connector

Bring your own AI

Change the model, client or framework. Keep Pipedrive connected.

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Before you connect

Questions about Pipedrive.

The practical details behind the request, access and result.

Can I use Pipedrive Admin & Settings MCP to manage my team?

Yes, you can list all users and get specific details about them. This makes it easy to see who is on your account without digging into the settings menu.

Does Pipedrive Admin & Settings MCP help with webhooks?

It lets you list all your active webhooks. This is great for checking which automations are currently connected to your CRM.

How do I see my sales goals?

You can ask your agent to list your sales goals. It will pull the current targets from Pipedrive and show them to you in the chat.

Can I find files with Pipedrive Admin & Settings MCP?

Yes, it can list recent files and show you which files are attached to specific deals. This saves you from hunting through different folders.

Will Pipedrive Admin & Settings MCP show me my custom deal fields?

It will list all the custom fields you've set up for your deals. This helps you keep your data structure organized and consistent.

Is Pipedrive Admin & Settings MCP good for RevOps?

It's perfect for RevOps because it gives you a clear view of the CRM's backend, including currencies, goals, and user lists.

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.

One connection away

Give your agent a direct line to Pipedrive.

Connect Pipedrive once. Keep it beside 5,900+ managed Connectors when the next task needs more.

Explore every Connector No credit card required · Free tier available