# Pipedrive Products MCP

> Pipedrive Products connects your AI agent directly to Pipedrive CRM's product catalog. You can manage complex sales deals by attaching products, calculating line-item totals, and tracking recurring revenue subscriptions in real time.

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

## Description

Managing a deal means more than just moving a status column; it means knowing exactly what the customer is buying and how much that costs over time. This MCP lets your AI client handle all product data right inside your sales workflow without you ever having to switch tabs or open another app. You can build accurate quotes, attach specific products to deals, and verify pricing against the catalog using Pipedrive's built-in data structure. It also tracks recurring revenue streams, which is critical for SaaS business models. By connecting this MCP via Vinkius, your agent gains full visibility into product lifecycles, allowing you to calculate both immediate deal values and future annual or monthly revenue projections with simple conversation prompts.

## Tools

### pd_add_product_to_deal
Attaches a product from the catalog to an existing deal with specific quantity and unit price for line-item tracking.

### pd_create_product
Creates a new item in the Pipedrive catalog by defining its name, SKU code, measurement unit, and default tax rate.

### pd_deal_products
Retrieves all products associated with a specific deal, listing quantities, prices, discounts, and total value per line item.

### pd_deal_subscriptions
Gets recurring revenue details linked to a deal, providing the billing cycle and amount for MRR/ARR tracking.

### pd_get_product
Retrieves complete product data by ID, including pricing across multiple currencies, tax rates, and custom fields.

### pd_list_products
Lists all available products in the catalog, showing their name, unit price, SKU code, and if they are currently active.

### pd_search_products
Searches the product catalog by name to find items with pricing, SKUs, and unit types for quick reference.

### pd_update_product
Changes an existing product's details in the catalog, such as renaming it, changing its SKU code, or modifying its price.

## 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

### Build Detailed Quotes
Attach specific products from the catalog to a live deal, automatically calculating unit costs, discounts, and total line-item pricing.

### Track Recurring Revenue
Retrieve subscription details for any deal, allowing you to accurately calculate Monthly or Annual Recurring Revenue (MRR/ARR).

### Catalog Management
Search the product catalog by name or SKU to check pricing and find complete data before attaching an item.

### Update Product Information
Change core details about a product, like its price, SKU, or description, directly in Pipedrive's catalog.

## Use Cases

### The Annual Review
A sales manager needs to know which deals are most likely to generate recurring revenue. They prompt their agent: 'Show me the MRR/ARR for all deals in Negotiation.' The agent uses `pd_deal_subscriptions` to pull this data, giving the manager an instant financial heat map.

### Building a Complex Quote
A rep is talking to a prospect needing both software licenses and custom hardware. They ask their agent to 'Quote Acme Corp for 5 units of X and 1 support plan.' The agent uses `pd_add_product_to_deal` multiple times, building the full line-item total instantly.

### Correcting Product Pricing
The RevOps team notices an old product in the catalog is using outdated pricing. They use `pd_update_product`, changing the unit price and description to reflect the new corporate standard across all future deals.

### Deep Dive Product Check
A user needs full details on a specific product ID before committing to a deal. They ask their agent to 'What are the tax rates for product XYZ?' The agent uses `pd_get_product` to pull all comprehensive financial and custom field data.

## Benefits

- Stop guessing deal values. Use `pd_deal_products` to instantly review every single product attached to a deal, seeing quantities, item prices, and totals all in one place.
- Know your future revenue immediately. The MCP lets you access `pd_deal_subscriptions`, so you can track MRR/ARR on any deal without leaving the chat window.
- Building quotes is fast now. Instead of opening a separate quoting tool, you just ask to attach products using `pd_add_product_to_deal` and get real-time line-item totals.
- Keep your data clean. If product details change—like pricing or SKU—you can use `pd_update_product` to correct the catalog record immediately.
- Never start from scratch. You can always find a product's core data using `pd_search_products`, getting the necessary ID and pricing instantly before building anything else.

## How It Works

The bottom line is that your AI client uses this MCP to turn natural conversation into structured product data updates and financial reporting within Pipedrive.

1. Start by asking your AI client to find the required items. It uses `pd_search_products` or `pd_list_products` to pull product names, SKUs, and current pricing from the catalog.
2. Next, tell the agent which deal needs updating. The MCP then lets you attach products using `pd_add_product_to_deal`, specifying quantities and unit prices for line-item tracking.
3. Finally, request a financial summary. Your agent runs tools like `pd_deal_products` or `pd_deal_subscriptions` to give you the total value, including any recurring revenue details.

## Frequently Asked Questions

**How do I check the current price for an item using Pipedrive Products MCP?**
You can search by name or use `pd_search_products` to get the product's ID, unit type, and most recent pricing data. This is great for quick checks before building a deal.

**Can Pipedrive Products MCP calculate my Monthly Recurring Revenue (MRR)?**
Yes, it can. Use `pd_deal_subscriptions` to retrieve the specific recurring amounts and billing cycles linked to any deal in your pipeline for MRR/ARR tracking.

**What if I need to change a product's price? Should I use pd_update_product?**
Yes, you should. `pd_update_product` allows you to modify core catalog properties like pricing or SKUs directly through the MCP, making sure all future deals pull the correct information.

**Does Pipedrive Products MCP handle deal discounts?**
Yes, when you run `pd_deal_products`, it returns the total value per line item *after* applying any configured discount percentage for that specific deal.