# Pipedrive Admin & Settings MCP

> 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.

## Overview
- **Category:** data-management
- **Price:** Free
- **Tags:** user-management, webhook-configuration, custom-fields, data-governance, reporting

## Description

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.

## Tools

### 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.

## 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

### 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`.

## Use Cases

### 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.

### 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.

### 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.

### 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.

## Benefits

- 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`.

## How It Works

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

1. You prompt your agent with a request, like 'Show me all active webhooks.'
2. The agent recognizes the need for system configuration data and calls the `pd_list_webhooks` tool.
3. The server executes the call and sends back a clean list of webhook details, which the agent then formats into plain text.

## Frequently Asked Questions

**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.