Pipedrive MCP. Manage your entire sales pipeline from chat.

Listen up: You can run your whole sales show right from your agent—no need to log into Pipedrive and mess with dashboards yourself. This server lets your AI client handle everything in your CRM: the deals, the contacts, all the activity logs. It gives your agent full control over data retrieval and record updates, whether you're using Claude or Cursor.

You'll get instant visibility into deal status and next steps without even thinking about it.

When you use get_api_status, your agent first checks the connection credentials for Pipedrive to make sure everything is running clean. If things are good, you can start managing your pipeline. You won't have to manually click through stages or search pages; your AI client just knows how to get what you need.

To keep tabs on deals, you've got list_sales_pipelines which shows you every distinct sales workflow setup in Pipedrive. Then, if you wanna see all the specific steps within those workflows, calling list_pipeline_stages gives you a complete map of your entire structure. If you need to know what deals are out there right now, running list_sales_deals pulls up every current deal across all pipelines.

But if you're hunting for one specific opportunity by name or keywords, skip the long list and just use search_deals_by_name; it zeroes in on that deal fast.

Want to create a new lead? You can add a whole brand-new deal record into your Pipedrive sales pipeline using create_new_deal. It's dead simple. To get the full picture of any single opportunity, you just ask for it with get_deal_details, which pulls all specific information about that one given deal record.

When it comes to people and companies, your agent doesn't just guess who you mean. You can use list_crm_organizations to pull up a list of every company record currently in the CRM. If you need deep background on a specific client or vendor, calling get_organization_details grabs their full profile information.

Similarly, if you're tracking an individual contact, list_crm_persons gives you a basic roll call of names and details, and get_person_details digs into the history and complete info for that specific person.

Keeping track of who did what is crucial. You can pull up every past task, meeting, or call associated with users or deals using list_user_activities. That lets you see exactly where your team has been. Your agent handles logging new activities too; you can prompt it to create those follow-up tasks instantly so no one forgets a step.

You'll also get a list of all available stages in the CRM, which is great for making sure everyone knows what stage names are used across the board.

Every capability works together. You might start by calling list_crm_organizations to find a company name, then use that info with get_organization_details. Next, you pull up the primary contact using list_crm_persons, and finally, your agent uses all those details to create a new opportunity via create_new_deal, logging it right into the pipeline for follow-up activities that are tracked by list_user_activities.

It's one conversation, every piece of data is handled. You get complete control over deal lifecycle management and contact records without ever touching the web UI.