# Pipedrive CRM MCP

> 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.

## Overview
- **Category:** sales-crm
- **Price:** Free
- **Tags:** crm-management, deal-management, contact-management, sales-automation, pipeline-tracking, activity-tracking

## Description

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.

## Tools

### pd_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 existing contact or organization.

### pd_create_note
Attaches notes containing meeting summaries or internal context to any specific deal, person, or organization record.

### pd_create_person
Creates a new contact (person) in Pipedrive using name, email, and phone number information.

### pd_list_activities
Retrieves a list of recent activities, including types like calls, meetings, or tasks, along with their due dates.

### 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 value, stage, and related contact info.

### pd_search_organizations
Looks up company details in Pipedrive using the organization's name or other identifiers.

### pd_search_persons
Finds existing contacts (people) by searching their name, email address, or phone number.

### pd_update_deal
Changes an existing deal's status, updates its monetary value, or advances it to a new stage in the pipeline.

## 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

### Search for Deals and Contacts
Find specific deal opportunities or people by name, email, or company details within Pipedrive.

### Schedule Sales Activities
Create tasks, meetings, calls, or emails in the system, automatically linking them to relevant deals or contacts.

### Log Contextual Notes
Attach meeting summaries or internal notes to any record—a deal, a person, or an entire organization.

### Advance Deal Progress
Update a deal's status, change its monetary value, or mark it as won or lost to reflect the stage in your sales cycle.

### Manage Company Data
Search for and create new contacts (persons) and companies (organizations) to build out your network records.

## Use Cases

### 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.

## Benefits

- 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.

## How It 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.

1. Tell your agent what you need to do. For example, 'Create a follow-up task for the Miller account next week.'
2. 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.
3. Your agent confirms the action was taken in Pipedrive, providing you with a summary of the newly created record.

## Frequently Asked Questions

**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.