# Pipedrive MCP

> Pipedrive lets your AI client manage every part of your sales pipeline—deals, contacts, and activities—without you having to log into the web UI. It gives your agent full control over CRM data retrieval, record updates, and task creation directly from any chat interface (Claude, Cursor, etc.). This means instant visibility into deal status and next steps.

## Overview
- **Category:** industry-titans
- **Price:** Free
- **Tags:** pipeline-management, deal-tracking, crm, activity-logs, sales-workflow

## Description

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.

## Tools

### create_new_deal
Adds a brand new deal record into your Pipedrive sales pipeline.

### get_api_status
Checks the connection status and credentials for the Pipedrive server.

### get_deal_details
Retrieves all specific information about a single, given deal record.

### get_organization_details
Gets detailed profile information for a specific company or organization.

### get_person_details
Retrieves the full contact details and history for an individual person.

### list_user_activities
Retrieves a list of past tasks, meetings, and calls associated with users/deals.

### list_sales_deals
Retrieves a list of all current deals across various pipelines.

### list_crm_organizations
Lists all the company records currently stored in your CRM.

### list_crm_persons
Retrieves a list of individual contact names and basic details.

### list_sales_pipelines
Lists every distinct sales workflow or pipeline you have set up in Pipedrive.

### list_pipeline_stages
Lists every stage available in your sales workflows, helping you understand the pipeline structure.

### search_deals_by_name
Searches specifically for deals using keywords or partial names to pinpoint an opportunity quickly.

## Prompt Examples

**Prompt:** 
```
List all my open deals in Pipedrive.
```

**Response:** 
```
I've retrieved your open deals. You have 4 active opportunities including 'Acme Corp Upgrade' and 'Globex Renewal'. Would you like to see the next activity for any of them?
```

**Prompt:** 
```
Show me all deals in the negotiation stage with a value above $50,000 and their expected close dates.
```

**Response:** 
```
8 deals in Negotiation stage above $50K. "Acme Corp Platform License" at $185,000 expected to close May 28th (85% probability). "TechVentures Annual Contract" at $92,000 closing June 5th. "ScaleUp Enterprise Deal" at $78,000 has been in negotiation for 23 days. "DataFlow Migration" at $67,000 needs a follow-up call. Total pipeline value in negotiation: $724,000.
```

**Prompt:** 
```
Add a new activity to schedule a demo call with contact Maria Chen at Meridian Corp for next Tuesday.
```

**Response:** 
```
Activity created successfully. Type: Demo Call. Contact: Maria Chen (VP Engineering, Meridian Corp). Scheduled: Tuesday, May 20th at 2:00 PM EST. Duration: 45 minutes. Linked to deal "Meridian Corp Enterprise" ($125,000). Calendar invitation sent to maria.chen@meridian.io. A reminder has been set for 1 hour before the call.
```

## Capabilities

### Manage Deal Lifecycles
List all deals in your pipelines or create entirely new opportunities by calling the `create_new_deal` tool.

### Track Contacts and Companies
Get detailed profiles for specific individuals (`get_person_details`) or view lists of entire companies using `list_crm_organizations`.

### Schedule and Log Activities
List existing tasks, meetings, and calls via `list_user_activities`, or prompt the agent to create new ones for team follow-up.

### Search Specific Opportunities
Find deals quickly using keywords or names with the `search_deals_by_name` tool, skipping broad list searches.

### Understand Pipeline Structure
Retrieve lists of all available stages and workflows in your CRM setup using `list_pipeline_stages`.

## Use Cases

### Closing a Deal: Needs follow-up action.
A Sales Rep just had a call with John Smith. Instead of opening Pipedrive, they tell their agent, 'Schedule a demo call with John at Meridian Corp for next Tuesday.' The agent runs `list_user_activities` and successfully creates the new task using `create_new_deal`, updating the deal record automatically.

### Checking Pipeline Health: Finding bottlenecks.
A Manager needs to know the total value of all deals stuck in 'Negotiation.' They ask their agent, which runs `list_sales_deals` and filters by stage metadata, giving them a precise dollar figure and identifying stalled opportunities.

### Onboarding: Finding client info fast.
A new Account Manager needs to check on 'GlobalTech.' They ask the agent, which uses `list_crm_organizations` first. Then, they run `get_person_details` for the main contact, immediately pulling up years of interaction history.

### Discovery: Finding a forgotten lead.
An Ops team member knows 'Acme' had a deal but can't remember the name. They use `search_deals_by_name` with just a few keywords and get a list of potential deals, saving them hours of manual searching.

## Benefits

- Stop switching apps. Instead of logging into Pipedrive just to check a deal status, prompt your agent with 'Show me the details for Acme Corp' and get the full record instantly using `get_deal_details`.
- Never lose track of follow-ups again. Use natural language to schedule or list meetings (`list_user_activities`) linked directly to specific contacts via `get_person_details`, keeping your team accountable.
- Get a 360 view without the UI clutter. You can pull data from multiple sources—like listing all organizations and then running `search_deals_by_name` on them—all in one conversation thread.
- Speed up deal entry. Instead of navigating through forms, you can use `create_new_deal` to log a new opportunity with minimal input, just telling the agent what it is and who owns it.
- Maintain data integrity. You don't have to manually cross-reference; your agent handles listing companies (`list_crm_organizations`) and ensuring those records match the deal owners.

## How It Works

The bottom line is: Your AI client treats Pipedrive like a native source of truth, eliminating the need for manual API work or UI logins.

1. Subscribe to the Pipedrive server, then enter your specific Pipedrive API Token into your agent's preferences.
2. Your AI client recognizes the connection and makes the tools available for use in conversation (e.g., asking 'What are my open deals?').
3. The agent executes the necessary tool calls (like `list_sales_deals`) using your token, fetches the data, and presents it back to you immediately.

## Frequently Asked Questions

**How do I list all my open deals using Pipedrive MCP Server?**
You prompt your agent to run `list_sales_deals`. The agent retrieves a master list of deals, letting you see every opportunity and its current stage in one chat response.

**Can I create a new deal with Pipedrive MCP Server?**
Yes. You can use the `create_new_deal` tool by giving the agent all the required information—the title, value, and associated contacts—and it logs the deal record for you.

**What is the difference between list_crm_persons and get_person_details?**
`list_crm_persons` gives you a simple directory view of all people. `get_person_details`, however, pulls the full, deep profile for one person, including their organization and interaction history.

**Is there a way to track past meetings with Pipedrive MCP Server?**
Absolutely. Use the `list_user_activities` tool. It retrieves all historical tasks, meetings, and calls linked across your entire CRM for accurate follow-up tracking.

**Do I need to list pipelines before creating a deal? (Pipedrive MCP Server)**
No, you don't. The `create_new_deal` tool handles the necessary structure internally. You only need to use `list_sales_pipelines` if you want to know *what* workflows are available.

**How do I verify my Pipedrive API Token using the get_api_status tool?**
It confirms your token is active and connected to your account. Running this simple status check validates that your credentials are correctly linked to the Pipedrive API endpoint.

**When I use the get_deal_details tool, what kind of metadata do I receive?**
You get a comprehensive look at the deal record. This includes stage history, associated persons, and attached notes, giving your agent full context for the opportunity.

**If I need to list many records, how does the server handle list_crm_organizations?**
The server handles pagination automatically. It sends large lists of organizations in controlled batches so you avoid rate limits when gathering extensive company data.

**Can my AI automatically find a specific deal by its ID?**
Yes! Use the `get_deal` tool with the Deal ID. Your agent will respond with complete metadata, including value, status, pipeline stage, and associated contacts in seconds.

**How do I find my Pipedrive API Token?**
Log in to Pipedrive, click on your profile icon at the top right, navigate to **Personal preferences** > **API**, and you will find your unique secret token there.