Pipedrive CRM (Full) Connector for AI agents.
11 live capabilities
Manage your entire sales pipeline and deal flow without leaving your chat.
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Why people use Pipedrive CRM (Full)
Pipedrive CRM (Full) for Removing Manual CRM Data Entry
This Connector changes that by letting you handle those updates through a conversation. You can tell your agent to move a deal forward or log a meeting summary in one sentence. You get a clean CRM and more time to actually sell.
What Vinkius changes
You can manage your entire sales process through a simple chat interface.
Use it from Claude, ChatGPT, Cursor or another AI client you already have.
One account Β· 5,900+ Connectors
- Real-world use case 01
SDR Lead Logging
An SDR finishes a cold call and tells the agent to create a new contact and a follow-up activity.
- Real-world use case 02
Deal Advancement
A sales rep tells the agent a deal is ready for a proposal.
- Real-world use case 03
Pipeline Audit
A manager asks the agent to show all deals in the Negotiation stage.
Complete set Β· 11capabilities
The complete Pipedrive CRM (Full) capability set.
These are the exact actions your AI can choose when you ask it to work with Pipedrive CRM (Full).
01β04
4 capabilities in this set.
Part of 11 available through Pipedrive CRM (Full).
- 01 Capability
Pd create activity
Schedule a call, meeting, or task in Pipedrive. This links the activity to a specific deal or contact and puts it on your calendar.
- 02 Capability
Pd create note
Add a note to a deal, person, or organization. Use this to log quick summaries from meetings or internal context for the team.
- 03 Capability
Pd create person
Create a new contact in Pipedrive with their name and email. You can also link them to an existing organization to keep your records organized.
- 04 Capability
Pd list activities
View your recent and upcoming activities like calls and tasks. This helps you see what needs to be done today or what happened recently.
05β08
4 capabilities in this set.
Part of 11 available through Pipedrive CRM (Full).
- 05 Capability
Pd list pipelines
See all the different pipelines in your Pipedrive account. Use this to understand your different sales processes like new business or renewals.
- 06 Capability
Pd search deals
Search for deals by name or keyword to find specific opportunities. It returns the value, stage, and contact info for each result.
- 07 Capability
Pd search organizations
Find companies in your CRM by searching their name. This lets you quickly grab the organization ID for linking to other records.
- 08 Capability
Pd search persons
Look up contacts by name, email, or phone number. This helps you find the right person ID to link to a new deal or activity.
09β11
3 capabilities in this set.
Part of 11 available through Pipedrive CRM (Full).
- 09 Capability
Pd update deal
Update the details of an existing deal. Use this to change the stage, update the monetary value, or mark a deal as won or lost.
- 10 Capability
Pd create deal
Create a new deal with a title, value, and currency. You can also link it to a person or organization and pick the right pipeline stage.
- 11 Capability
Pd list stages
Get a list of all stages within a specific pipeline. This is useful for seeing the flow of a deal and how many deals are in each step.
Set up in minutes
One URL. Then ask Pipedrive CRM (Full) to work.
Claude and ChatGPT only need the Connector URL. Copy it once, add it in settings, and use Pipedrive CRM (Full) from the conversation.
Choose your client
Live previewAdvanced clients IDE Β· CLI
Claude Β· Web + desktop
Connector URL Β· ready to paste
Streamable HTTPhttps://edge.vinkius.com/vk_preview_qnmWWDWL0o47wgC5tLbLJpPxKrVEMMGQh418Tn7z/mcp - Step 01
Open Connectors
In Claude Web or Claude Desktop, open Settings and choose Connectors.
- Step 02
Add the URL
Choose Add custom connector, name it Pipedrive CRM (Full), and paste the URL above.
- Step 03
Turn it on in chat
Select +, open Connectors, and enable Pipedrive CRM (Full) for the conversation.
ChatGPT Β· Web + desktop
Connector URL Β· ready to paste
Streamable HTTPhttps://edge.vinkius.com/vk_preview_qnmWWDWL0o47wgC5tLbLJpPxKrVEMMGQh418Tn7z/mcp - Step 01
Open MCP settings
On desktop, open Settings and MCP servers. On web, open your workspace app or connector settings.
- Step 02
Add the URL
Choose Add server with Streamable HTTP, or create a custom MCP app, then paste the Pipedrive CRM (Full) URL.
- Step 03
Save and start
Save the connection and enable Pipedrive CRM (Full) in your conversation. Desktop may ask you to restart once.
Cursor Β· IDE configuration
Advanced setup
{
"mcpServers": {
"pipedrive-crm-full": {
"url": "https://edge.vinkius.com/vk_preview_qnmWWDWL0o47wgC5tLbLJpPxKrVEMMGQh418Tn7z/mcp"
}
}
} - Step 01
Open MCP Settings
Press Cmd+Shift+P (macOS) or Ctrl+Shift+P (Windows/Linux) β search "MCP Settings"
- Step 02
Add the server config
Paste the JSON configuration above into the mcp.json file that opens
- Step 03
Save the file
Cursor will automatically detect the new Connector
- Step 04
Start using Pipedrive CRM (Full)
Open Agent mode in chat and ask: "Using Pipedrive CRM (Full), help me...". 11 tools available
VS Code Copilot Β· IDE configuration
Advanced setup
{
"mcpServers": {
"pipedrive-crm-full": {
"url": "https://edge.vinkius.com/vk_preview_qnmWWDWL0o47wgC5tLbLJpPxKrVEMMGQh418Tn7z/mcp"
}
}
} - Step 01
Create MCP config
Create a .vscode/mcp.json file in your project root
- Step 02
Add the server config
Paste the JSON configuration above
- Step 03
Enable Agent mode
Open GitHub Copilot Chat and switch to Agent mode using the dropdown
- Step 04
Start using Pipedrive CRM (Full)
Ask Copilot: "Using Pipedrive CRM (Full), help me...". 11 tools available
Windsurf Β· IDE configuration
Advanced setup
{
"mcpServers": {
"pipedrive-crm-full": {
"url": "https://edge.vinkius.com/vk_preview_qnmWWDWL0o47wgC5tLbLJpPxKrVEMMGQh418Tn7z/mcp"
}
}
} - Step 01
Open MCP Settings
Go to Settings β MCP Configuration or press Cmd+Shift+P and search "MCP"
- Step 02
Add the server
Paste the JSON configuration above into mcp_config.json
- Step 03
Save and reload
Windsurf will detect the new server automatically
- Step 04
Start using Pipedrive CRM (Full)
Open Cascade and ask: "Using Pipedrive CRM (Full), help me...". 11 tools available
Cline Β· IDE configuration
Advanced setup
{
"mcpServers": {
"pipedrive-crm-full": {
"url": "https://edge.vinkius.com/vk_preview_qnmWWDWL0o47wgC5tLbLJpPxKrVEMMGQh418Tn7z/mcp"
}
}
} - Step 01
Open Cline MCP Settings
Click the Connectors icon in the Cline sidebar panel
- Step 02
Add remote server
Click "Add Connector" and paste the configuration above
- Step 03
Enable the server
Toggle the server switch to ON
- Step 04
Start using Pipedrive CRM (Full)
Ask Cline: "Using Pipedrive CRM (Full), help me...". 11 tools available
Claude Code Β· Terminal command
Advanced setup
claude mcp add pipedrive-crm-full --transport http "https://edge.vinkius.com/vk_preview_qnmWWDWL0o47wgC5tLbLJpPxKrVEMMGQh418Tn7z/mcp" - Step 01
Install Claude Code
Run npm install -g @anthropic-ai/claude-code if not already installed
- Step 02
Add the Connector
Run the command above in your terminal
- Step 03
Verify the connection
Run claude mcp to list connected servers, or type /mcp inside a session
- Step 04
Start using Pipedrive CRM (Full)
Ask Claude: "Using Pipedrive CRM (Full), show me...". 11 tools are ready
Where the request belongs
Work Pipedrive can move forward.
This is for sales teams who are tired of manual data entry and want to manage their pipeline through conversation.
Sales Representative
They use this to update deal statuses and log call notes immediately after a meeting without opening a new tab.
SDR
They use this to quickly create new leads and schedule follow-up activities as they move through their daily outreach.
Sales Manager
They use this to get quick summaries of pipeline stages and deal values during high-level check-ins.
RevOps
They use this to ensure that activities and notes are consistently linked to the correct organizations and contacts.
Build the capability set
Add more capabilities.
Each Connector adds new actions and data without changing how you work.
Browse ConnectorsPipedrive Products
Manage your product catalog and attach products to deals in Pipedrive.
Pipedrive Activities
Create and manage calls, meetings, tasks, emails, and deadlines. full activity tracking for your Pipedrive account.
Pipeline CRM
Manage sales and contacts via Pipeline CRM. list deals, track people, and monitor tasks directly from any AI agent.
Pipedrive Contacts
Search, create, and manage Pipedrive persons and organizations. full contact lifecycle management through natural conversation.
Pipedrive
Automate sales CRM via Pipedrive. manage deals, persons, and activities directly from any AI agent.
Agendor
CRM for sales teams. manage leads, organizations, and pipelines via AI.
Bring your own AI
Change the model, client or framework. Keep Pipedrive connected.
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Claude -
ChatGPT -
Gemini -
Cursor -
VS Code -
Windsurf -
ZCode -
Cline -
Zed -
Continue -
Kiro -
Roo Code -
Zencoder -
Goose -
Void -
Augment Code -
Amp -
Qodo -
Tabnine -
Pieces -
Sourcegraph Cody -
JetBrains -
Warp -
Amazon Q -
Antigravity -
BoltAI -
Raycast -
Jan -
LM Studio -
AnythingLLM -
Open WebUI -
Msty -
Cherry Studio -
LibreChat -
TypingMind -
Chorus -
5ire -
n8n -
LangChain -
LlamaIndex -
CrewAI -
Vercel AI SDK
Before you connect
Questions about Pipedrive.
The practical details behind the request, access and result.
Can the Pipedrive CRM (Full) MCP create new deals for me?
Yes, it can create deals with titles, values, and currencies. It also links them to the right people and organizations automatically.
How does the Pipedrive CRM (Full) MCP handle my calendar?
You can use it to schedule calls, meetings, and tasks. These will show up in your Pipedrive calendar and task queue.
Can I use the Pipedrive CRM (Full) MCP to find specific contacts?
Yes, you can search for people by name, email, or phone number. This helps you find the right ID to link to your activities.
Will the Pipedrive CRM (Full) MCP update my sales stages?
It can update specific deal fields like the stage, value, and title. You can even mark a deal as won or lost.
Can I log notes on different types of records?
Yes, you can attach notes to deals, persons, or organizations. This is great for keeping meeting summaries in one place.
Does the Pipedrive CRM (Full) MCP show me my different sales pipelines?
It can list all your active pipelines. This helps you see the different processes you have running.
Is the Pipedrive CRM (Full) MCP good for SDRs?
It is a great fit for SDRs who need to quickly create new leads and log follow-up activities without manual data entry.
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.
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