# Pipedrive Deals MCP

> Pipedrive Deals lets your AI agent manage your entire sales pipeline without leaving your chat window. Search, create, and update deals while tracking progress across stages and identifying every person involved in a deal's lifecycle.

## Overview
- **Category:** sales-crm
- **Price:** Free
- **Tags:** deal-management, pipeline-tracking, sales-forecasting, revenue-tracking

## Description

Pipedrive Deals lets your AI client manage your whole sales pipeline without you having to leave the chat window. You can search, create deals, update progress across stages, and track every person tied to an opportunity.

### Getting Organized: Tracking Your Pipeline

You'll never get lost in your CRM again. You can list all existing sales pipelines in your account with their current status and total deal counts using `pd_list_pipelines`, or you can check out every stage within a specific pipeline, seeing the names and order of those stages via `pd_list_stages`. Need to see exactly what's going on? Use `pd_deals_by_pipeline` to pull up all deals housed in one named sales pipeline. Or if you know where an opportunity is stuck—like at 'Negotiation'—you can filter for it instantly with `pd_deals_by_stage`. If you just want to hunt down a deal by title or specific keyword, run `pd_search_deals` to get key data like the value and linked contacts. You’ll also always be able to pull every piece of info about one single opportunity using `pd_get_deal`, which gives you access to all custom fields and history logs.

### Making Moves: Updating Opportunities

When a deal moves forward, you update it with `pd_update_deal`. You can move an opportunity to the next stage in the pipeline, change its monetary value, or mark it as won or lost. If you gotta start from scratch, run `pd_create_deal` to set up a new one, making sure you title it, assign a value, give an expected close date, and pick an initial pipeline stage. Need to clean house? You can permanently delete a deal using `pd_delete_deal`; remember, that action ain't refundable.

### People & Progress: Mapping Relationships and History

Tracking who cares about the deal is key. Use `pd_deal_participants` to pull up every contact and person involved in an opportunity—that means decision-makers and influencers. If you want to know which team members are watching a specific deal, run `pd_deal_followers`. For deep dives into how deals are moving over time, you can calculate creation trends using `pd_deal_timeline`, showing you how many deals were created across a specified day, week, or month.

### What You Can Do With This:

*   **Track Status:** Find specific opportunities, list all deals in a pipeline, or filter for deals stuck at a precise stage. 
*   **Map Participants:** Identify every person and company tied to an opportunity, including decision-makers and legal reviewers.
*   **Advance Progress:** Update a deal's value, advance its stage (say, from 'Proposal' straight to 'Negotiation'), or mark it as won/lost.
*   **Analyze History:** Get reports on how quickly deals are being created or moved over time.

## Tools

### pd_create_deal
Creates a new deal, setting the title, value, expected close date, and initial pipeline stage.

### pd_deal_followers
Lists all team members who are currently tracking or viewing a specific deal.

### pd_deal_participants
Retrieves all contacts and persons involved in a deal, including decision-makers and influencers.

### pd_deal_timeline
Calculates how many deals were created over a specified time period (day/week/month) to show trend velocity.

### pd_deals_by_pipeline
Retrieves every deal currently housed within one specific, named sales pipeline.

### pd_deals_by_stage
Lists all deals that are at a precise stage within the overall sales process (e.g., Negotiation).

### pd_delete_deal
Permanently removes a deal from Pipedrive; this action cannot be undone.

### pd_get_deal
Pulls every piece of data for one specific deal, including all custom fields and history logs.

### pd_list_pipelines
Lists all existing sales pipelines in your account with their current status and deal counts.

### pd_list_stages
Shows the names, order, and number of deals at every stage within a given pipeline.

### pd_search_deals
Finds specific deals using keywords or titles, returning key data like value, stage, and linked contacts.

### pd_update_deal
Moves a deal forward in the pipeline, changes its monetary value, or marks it as won/lost.

## 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 Deal Status
Find specific opportunities, list all deals in a pipeline, or filter for deals stuck at a particular stage.

### Map Participants
Identify every person (contacts) and company (organizations) tied to a deal, including decision-makers and legal reviewers.

### Log Activities & Notes
Create actionable items like calls, meetings, or tasks, and attach notes directly to deals or contacts.

### Advance the Pipeline
Update a deal's value or advance its stage (e.g., from 'Proposal' to 'Negotiation') and mark it as won or lost.

### Analyze Deal History
Generate reports on deal creation trends, showing how many deals were added per day, week, or month.

## Use Cases

### The Deal Stalled in Proposal
A manager needs to know why five high-value deals are stuck at 'Proposal Made.' They ask their agent, which uses `pd_deals_by_stage`. The agent returns a list of those specific deals and the last activity logged on them, letting the manager call out the bottleneck immediately.

### The Hand-off to Legal
A deal is closing, but the legal team needs to review it. The user asks the agent who else must be involved. The agent runs `pd_deal_participants` and identifies all necessary people (legal reviewers, C-level signees) so the sales rep knows exactly who to CC.

### Quick Lead Qualification
An SDR just gets a name and company. Instead of manually inputting everything, they ask the agent to create a new deal using `pd_create_deal`, linking it immediately to the correct contact and organization records.

### Forecasting for Q3
The RevOps team needs historical context. They prompt the agent to run `pd_deal_timeline` over the last quarter, getting a count of deals added per week. This gives them a data-backed view of lead generation trends.

## Benefits

- See who's watching a deal using `pd_deal_followers`. You get instant visibility into team engagement, knowing exactly which colleagues are tracking the opportunity.
- Figure out pipeline bottlenecks instantly. Instead of manually checking reports, use `pd_deals_by_stage` to ask: 'How much is in Proposal Made?' and get a real-time answer.
- Stop guessing deal status. With `pd_get_deal`, you pull the complete data—title, value, history, custom fields—for any single opportunity by its ID.
- Log activity without switching apps. Create calls or meetings instantly using your agent, and the notes get attached to the correct contact record.
- Analyze deal velocity effortlessly. Use `pd_deal_timeline` to ask for trend reports like 'How many deals did we add last month?'—great for forecasting.
- Manage relationships fully. You don't just see a lead; you see all contacts and organizations linked via `pd_deal_participants`, giving you the full stakeholder map.

## How It Works

The bottom line is: it lets your AI client run complex CRM queries—like 'show me deals in Proposal'—without needing to know Pipedrive's internal IDs.

1. Tell your agent the goal: 'Show me all high-value deals in the Enterprise pipeline.'
2. The server runs `pd_deals_by_pipeline` (or `pd_search_deals`) to pull the list of relevant opportunities.
3. Your agent then synthesizes that data, listing titles, values, and current stages for you.

## Frequently Asked Questions

**How do I check who is tracking a deal using pd_deal_followers?**
Run `pd_deal_followers` and provide the specific Deal ID. The tool returns a list of all users on your team who are actively watching that opportunity for visibility.

**What is the difference between pd_deals_by_pipeline and pd_deals_by_stage?**
`pd_deals_by_pipeline` shows every deal within a whole process (e.g., 'Enterprise Sales'). `pd_deals_by_stage` filters that list down to one specific step inside that process (e.g., only deals at 'Negotiation').

**Can pd_create_deal handle multiple contacts?**
The tool focuses on the deal itself, but you must provide existing `person_id` and `org_id`s when calling it. You'll need to use other tools first to find those IDs.

**Should I use pd_search_deals or pd_get_deal?**
Use `pd_search_deals` if you are looking for a deal by title, keyword, or value across many records. Use `pd_get_deal` when you know the exact Deal ID and need every single detail about that one record.

**When should I use pd_update_deal instead of creating a new record?**
You use pd_update_deal when the deal status or value changes. This function advances stages, sets the deal to 'won' or 'lost,' or adjusts the monetary value after negotiation. It only modifies the fields you specify, preserving the rest of the deal data.

**Is pd_delete_deal permanent? Should I use it?**
Yes, pd_delete_deal permanently removes a record; this action cannot be undone. If you want to keep records for auditing or review, run pd_update_deal and change the deal's status field to 'deleted' instead.

**If I need to filter deals by a specific process, do I need to use pd_list_pipelines first?**
Yes. To accurately list or search deals in one area, you must know the unique IDs. Run pd_list_pipelines first; this gives you all active sales pipelines and their corresponding IDs for later filtering.

**How does pd_deal_timeline calculate deal velocity?**
It calculates historical trends based on creation dates. You must specify the interval (day, week, or month) and how many periods back you want to look. This helps track if your team's deal flow is increasing or slowing down.

**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.