Pipedrive CRM MCP for AI Agents. Manage your entire sales pipeline through conversation.
Pipedrive CRM Full MCP gives your agent complete control over your sales pipeline. Manage deals, contacts, organizations, tasks, and notes inside Pipedrive—all through natural conversation in any compatible AI client. You can search for existing accounts, create new leads, schedule meetings, or update deal stages without ever leaving your chat window.
Give Claude and any AI agent real-world access
Find specific deal opportunities or people by name, email, or company details within Pipedrive.
Create tasks, meetings, calls, or emails in the system, automatically linking them to relevant deals or contacts.
Attach meeting summaries or internal notes to any record—a deal, a person, or an entire organization.
Update a deal's status, change its monetary value, or mark it as won or lost to reflect the stage in your sales cycle.
Search for and create new contacts (persons) and companies (organizations) to build out your network records.
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What AI agents can do with Pipedrive CRM (Full) with 11 Tools
These tools allow you to interact with every major function of Pipedrive from within your agent, letting you manage contacts, deals, and activities through conversation.
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 CRM (Full) MCPPd Create Activity
Schedules a sales activity, such as a call or meeting, linked to specific deals or people in Pipedrive.
Pd Create Deal
Creates a new deal record with a title, value, and currency, linking it to an...
Pd Create Note
Attaches notes containing meeting summaries or internal context to any specific...
Pd Create Person
Creates a new contact (person) in Pipedrive using name, email, and phone number...
Pd List Activities
Retrieves a list of recent activities, including types like calls, meetings, or...
Pd List Pipelines
Lists all sales pipelines configured in Pipedrive, showing names and the total number of deals in each one.
Pd List Stages
Shows the individual stages within a pipeline, including the current deal count and win probability for that stage.
Pd Search Deals
Searches Pipedrive by name or keyword to find specific opportunities, showing their...
Pd Search Organizations
Looks up company details in Pipedrive using the organization's name or other...
Pd Search Persons
Finds existing contacts (people) by searching their name, email address, or phone...
Pd Update Deal
Changes an existing deal's status, updates its monetary value, or advances it to a...
Security and governance baked right in.
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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
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Start with Pipedrive CRM (Full), then connect any of our 5,200+ other servers whenever your AI needs more. One click, no limits.
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The Pain of Context Switching in Sales Solved with Vinkius AI Gateway
Right now, managing a single deal means bouncing between at least three different applications. You find the lead in your CRM tab. When you talk to them, you switch to your calendar app to schedule a follow-up. After the call, you copy notes into a separate document and then have to remember which specific organization record they belong under, opening yet another tab just to paste the summary.
With this MCP, all those tabs disappear. You tell your agent exactly what happened—'I talked to Jane about the Enterprise Plan.' Your agent handles finding the right person, scheduling a follow-up using pd_create_activity, and logging the meeting details with pd_create_note. The result is one clean conversation that completes three separate tasks.
Pipedrive CRM Full: Deal Status and Activity Logging
The tedious manual steps you’ll stop doing are searching for an ID, opening the correct record, navigating to the activity tab, selecting 'Task,' filling out all required fields (subject, due date), and then hitting save. This happens dozens of times a week.
Now, you just tell your agent what needs to happen: 'Create a task for Jane next Tuesday.' That's it. The system handles everything else. It’s not about logging; it's about making the action feel like part of the conversation.
What your AI can actually do with this
Managing a sales cycle usually means jumping between five different tabs: the CRM dashboard, the calendar app, the email client, and the task manager. This MCP lets you manage your entire Pipedrive pipeline directly through conversation. You tell your agent what needs to happen—for instance, 'Schedule a follow-up call with Acme Corp next Tuesday'—and it handles creating that activity while linking it to the correct contact record.
Need to know where a deal stands? Ask your agent to search deals by name or find out which stage a specific opportunity is in. You can also quickly create new contacts and log meeting summaries as notes attached to any organization or person record. It's all about keeping context alive.
Vinkius makes sure you connect this Pipedrive MCP to whatever AI client you prefer, so your sales process stays moving without the constant friction of switching platforms.
019d75f4-bd59-7270-b652-b5578129de33 Here's how it actually works
The bottom line is that your AI client acts as a single command center for your entire CRM, executing actions across multiple records in one chat session.
Tell your agent what you need to do. For example, 'Create a follow-up task for the Miller account next week.'
The MCP uses its tools to search Pipedrive for the correct person or deal ID and then executes the action (like creating an activity) with all the necessary data.
Your agent confirms the action was taken in Pipedrive, providing you with a summary of the newly created record.
Who is this actually for?
Anyone whose job requires constant context switching between sales tools. Sales reps who hate updating status manually, or RevOps teams struggling to get a full picture of deal flow without deep dashboard diving.
They use this MCP to quickly log call notes and schedule follow-up tasks directly from the chat interface after client calls.
They leverage it to search for new contacts using email or company names, then immediately create a deal record if they qualify as a lead.
They use it to pull an overview of all deals in the 'Proposal Made' stage and quickly identify which ones need immediate attention.
What Changes When You Connect
Stop context switching. You can now schedule follow-up calls or tasks using pd_create_activity without ever leaving the chat, keeping your focus on the deal at hand.
Track progress instantly. Use pd_update_deal to advance a deal's stage from 'Proposal Made' to 'Negotiations Started,' updating the official record immediately.
Build out your network faster. You can use pd_search_persons and pd_create_person together to find an existing client's contact details and create a new record in minutes.
Get the big picture. By running pd_list_pipelines and pd_list_stages, you get an immediate overview of where your sales process is bottlenecking, without opening any dashboards.
Document everything. When a key meeting happens, use pd_create_note to log the summary directly against the correct organization or deal record for future reference.
See it in action
A client calls with an urgent need for pricing information.
The agent searches deals by name using pd_search_deals to confirm the existing opportunity and then uses pd_create_note to log the entire conversation summary, ensuring the sales team has immediate context before following up.
You need to quickly find a contact's details for an unrelated project.
Instead of searching through Google contacts, the agent uses pd_search_persons. If the person is new, they can then immediately use pd_create_person to log them into your CRM with their correct data.
The sales team just closed a major deal and needs to record it.
They ask the agent to advance the stage using pd_update_deal, marking the opportunity as 'Won.' This automatically updates the pipeline statistics and closes out the process.
A manager wants an overview of all company accounts that are stagnant.
The agent runs a search to find organizations (using pd_search_organizations) and then cross-references those records with deals in certain stages, providing immediate insights into slow-moving opportunities.
The honest tradeoffs
What to watch out for, and the recommended way to handle each one.
Treating the MCP like a simple database query.
Asking the agent to 'List all deals.' This only retrieves data but doesn't allow you to change anything or act on it. You'll get stale reports, not actionable changes.
If you need action, always specify the goal: 'Update the Acme Corp deal status to Won and attach a note about signing today.' Use pd_update_deal combined with pd_create_note.
Manually creating records after running searches.
Searching for an organization, copying the name, opening Pipedrive, and then manually recreating the account. This takes five clicks and loses time.
If you find a company using pd_search_organizations, ask the agent to use that information directly in conjunction with pd_create_deal or pd_create_person to build the record fully.
Over-relying on basic search results.
A deal shows a value but you don't know if it's accurate. The agent just reads what’s displayed, which might be old information.
Always follow up with an action: 'Update the deal value for Acme Corp to $50,000 and mark the stage as Proposal Made.' This forces a record change and confirms current data.
When It Fits, When It Doesn't
Use this MCP if your workflow requires constant, multi-step actions across multiple Pipedrive records. If you need to search for a person AND then create an activity linked to that person, this is the right tool. The power here comes from executing sequences of commands—like finding an organization via pd_search_organizations and then using its ID in pd_create_deal—all without leaving your chat client. Don't use it if you only need a simple read-only report; for pure reporting, sticking to native Pipedrive dashboards is faster. However, if the problem is getting the data into an action or making that data available to your agent for immediate follow-up, this MCP provides the necessary write access and visibility.
Questions you might have
How do I use pd_update_deal with this Pipedrive CRM MCP? +
You tell your agent which deal to update and what change you want. For example, 'Advance Deal XYZ to the Negotiation Started stage.' The agent executes pd_update_deal, moving the record in Pipedrive.
Can I use pd_search_organizations with this MCP? +
Yes, you can search for companies by name using pd_search_organizations. This finds the organization's ID and details, which you then need to provide when creating new contacts or deals.
What is the difference between pd_create_note and pd_create_activity? +
pd_create_activity schedules a time-bound event (like a meeting or task). pd_create_note logs historical context—it's for summaries and notes that don't require a specific due date.
Does Pipedrive CRM Full MCP handle multiple pipelines? +
Yes, it can list all available pipelines using pd_list_pipelines. This lets your agent know which pipeline structure to use when you are creating new deals or filtering reports.
Is this MCP limited to only US-based data? +
No. Since it connects directly to your Pipedrive account, it accesses all the organizations and contacts you have entered, regardless of their location or currency.