# Pipedrive Contacts MCP

> Pipedrive Contacts MCP Server connects your AI agent directly to Pipedrive CRM. Manage entire sales pipelines—from finding a contact's phone number to updating their company details and viewing all associated deals—all through natural conversation.

## Overview
- **Category:** customer-relationship-management
- **Price:** Free
- **Tags:** contact-management, lead-management, customer-data, crm-sync

## Description

Look, you don't wanna be jumping between tabs just to keep track of who owes who what in Pipedrive. This server hooks your AI agent right into your entire Pipedrive CRM account. You can manage every single contact, company, and deal through natural conversation—no manual data entry, no searching menus. It’s all built around giving your agent the ability to perform specific actions on your records.

When you need to find someone, you've got options. If you know a name, an email address, or a phone number, you can use `pd_search_persons` to nail down that person and get their ID and organization link back. Need to see everyone? You can run `pd_list_persons` to pull every single contact in your CRM, listing out all their names, emails, phone numbers, and which company they belong to. If you're starting from scratch and just got a company name, you gotta use `pd_search_orgs` first; that tool searches for companies by name so you can get the necessary organization ID needed before linking any contacts or deals.

Once you have an ID, getting data is simple. To pull all the deep-dive info on a person—emails, phones, how many times they've been active, and what deals they’re tied to—you just run `pd_get_person` with their specific ID. If you need the full picture of a company, not just the name, you use `pd_get_org`. This pulls every detail on an organization: its address, how many open or won deals it has, and any custom fields your team tracks.

Tracking history is where this gets real. You can ask for all the specific deals tied to one person using `pd_person_deals`; that list shows you the deal titles, their current values, and what stage they're stuck in. If you want to see a contact’s full sales journey—active or closed deals—you use this tool. When you need details on a company, remember it pulls all the heavy stuff: address info, deal counts (open/won/lost), and any custom fields that matter.

Got new leads? You can create them right from your chat window. To make a whole new company, call `pd_create_org`, giving it a name and optionally an address. If you're adding a contact person to a brand-new account, you use `pd_create_person`, supplying the name, email, phone number, and crucially, linking them to the organization ID you just created or found.

And if things change? You can fix 'em. If an address is wrong, you run `pd_update_org` with the organization ID to rename it or update its mailing details. Did a contact switch jobs and get a new phone number? Use `pd_update_person`, passing the person's ID to correct their information. Don't forget that if data gets stale, you can permanently remove a record using `pd_delete_person`; but hey, only do that when you're absolutely sure it needs to be gone.

Basically, this gives your agent total control: find the person (`pd_search_persons`), get their full history (`pd_get_person`), pull up company details (`pd_get_org`), and then build or correct anything—from a new account via `pd_create_org` to updating someone's phone number via `pd_update_person`. It handles the whole sales cycle, so you don't have to.

## Tools

### pd_create_org
Creates a new company (organization) in Pipedrive, requiring only the name and optionally taking an address.

### pd_create_person
Adds a new contact person to Pipedrive using name, email, phone, and linking them to an organization ID.

### pd_delete_person
Permanently removes a contact record from Pipedrive; use this only when you are certain the data should be deleted.

### pd_get_org
Retrieves all details for one company, including its address, deal counts, and any custom fields by ID.

### pd_get_person
Pulls complete data on a specific contact, showing all emails, phones, activity count, and linked deals by ID.

### pd_list_persons
Lists every person in your CRM with their names, emails, phone numbers, and associated organization links.

### pd_person_deals
Gets a list of all deals linked to one specific contact person, detailing titles, values, and stages.

### pd_search_orgs
Searches for companies by name to find the correct organization ID needed for linking contacts or deals.

### pd_search_persons
Finds people in your CRM using a search query on their name, email, or phone number.

### pd_update_org
Changes an existing company's data—like renaming it or updating its address—using the organization ID.

### pd_update_person
Corrects a contact's information, such as changing their email or phone number, using the person ID.

## 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

### Track a Person's Full Sales History
The agent retrieves all active and closed deals associated with a specific contact using `pd_person_deals`.

### Create New Leads and Accounts
You can create new organizations or contacts, immediately linking them to your CRM records via `pd_create_org` or `pd_create_person`.

### Search for Contacts by Any Detail
Find specific people using name, email, or phone number with `pd_search_persons`, providing their ID and organization link.

### Update Existing Records
Correct company addresses or change a contact's phone number by calling `pd_update_org` or `pd_update_person`.

### Get Deep Organizational Details
Pull comprehensive data on a company—including address, deal counts (open/won/lost), and custom fields—using `pd_get_org`.

## Use Cases

### Need to find a prospect's current opportunities?
A Sales Rep needs to know the deal history for John Smith. They ask: 'What deals does John have?' The agent runs `pd_person_deals` and returns a structured table of all associated titles, values, and stages, letting them prep for the call without opening the CRM.

### A contact's phone number changed.
The SDR gets a new phone number. Instead of manually logging in to update the record, they tell their agent: 'Update John Doe's phone using `pd_update_person`.' The server updates the data and confirms the change.

### Onboarding a brand-new company.
A new client is signed. The AE asks the agent to create them: 'Create an organization for GlobalTech with address X, and then create contact Jane Doe linked to it.' This uses `pd_create_org` followed by `pd_create_person`, ensuring proper data linkage.

### Researching a cold lead.
The agent needs info on 'Acme Corp'. It first runs `pd_search_orgs` to verify the ID, then uses `pd_get_org` to pull key details like their number of open deals. This confirms the company's status before outreach.

## Benefits

- Track full history instantly. Instead of navigating to a contact's profile, ask the agent what deals they have. It runs `pd_person_deals` and gives you a real-time list of active opportunities.
- Save time updating data. If a client changes their address or name, don't log into the CRM. Tell your agent to run `pd_update_org`, providing only the ID and the new details.
- Never lose a lead again. Need to find someone by just an email? Use `pd_search_persons`. It returns the person's full record—name, phone, org link—in one step.
- Build out your network fast. When you meet a new vendor, use `pd_create_org` and `pd_create_person` to build two records simultaneously, ensuring perfect data linking from the start.
- Get instant visibility into company status. If you're talking about 'Acme Corp,' ask the agent for details using `pd_get_org`. You get their address, total deals, and open/won counts immediately.

## How It Works

The bottom line is that your AI client executes multi-step workflows—search, read, and write—to manage Pipedrive records without you ever leaving your conversation.

1. First, ask your agent to search for the target entity. For a person, it runs `pd_search_persons(email='...')`. If it's a company, it calls `pd_search_orgs(name='...')`.
2. Next, you specify the action: 'Update this contact's phone number' or 'Create a deal for this organization.' The agent then runs the appropriate write tool (`pd_update_person`, etc.).
3. Finally, the server confirms the change and returns the updated record data. You get back the full details of the modified person or company.

## Frequently Asked Questions

**How do I use pd_search_persons to find someone?**
You pass the search criteria (name, email, or phone) directly to `pd_search_persons`. The server returns a list of matching contacts along with their IDs and organizational links.

**Can I use pd_person_deals to see all deals?**
Yes. You must first provide the person's unique ID, then call `pd_person_deals`. This returns a comprehensive list of every deal linked to that specific contact.

**How do I update an organization using pd_update_org?**
You must first get the company's ID (e.g., via `pd_search_orgs`). Then, you call `pd_update_org` and specify *only* the fields you want to change, like 'address' or 'name'.

**What is the difference between pd_get_person and pd_list_persons?**
Use `pd_search_persons` when you know who you are looking for. Use `pd_list_persons` to get a raw directory list of every single contact in your entire CRM.

**If I use pd_delete_person, is that action irreversible?**
Yes, this deletion is permanent and cannot be undone. Before running pd_delete_person, confirm if you need to retain the contact record for historical deal tracking or reporting purposes.

**When I use pd_create_person, how do I ensure it links to the right organization?**
You must provide a valid 'org_id' when calling pd_create_person. Always run pd_search_orgs first; this ensures you retrieve the correct ID needed for linking the new contact.

**What happens if I use pd_update_person and only change one field?**
The tool updates only the fields you specify. It won't overwrite other data like emails or phone numbers. Just make sure to include the ID of the person record in your request.

**After I use pd_search_orgs, how do I get all the company details and custom fields?**
Run pd_get_org using the ID found from the search. This tool pulls comprehensive data—including deal counts, linked people, and every custom field—that a simple search cannot retrieve.

**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.