How to Use the Pipedrive MCP in Claude

Q: How do I connect my Pipedrive workspace to Claude Desktop?

Open your claudedesktopconfig.json file and add the MCP server configuration under the mcpServers block. Paste your API token as an environment variable, restart the app, and look for the hammer icon in your chat input to start querying your pipeline.

Q: Can Claude Desktop search for specific deals in Pipedrive?

Yes. The agent uses searchdealsbyname to scan your entire pipeline and pull up matching records instantly. You don't have to type out exact database IDs to find what you need.

Q: How do I check if my Pipedrive connection to Claude Desktop is actually active?

Your agent runs getapistatus to test the connection. If the credentials are valid, the tool returns a success confirmation, letting you know you can safely run deeper queries.

Q: What happens if I have multiple pipelines set up?

You run listsalespipelines to see every active workflow in your account. The agent reads this list and targets the correct pipeline stages automatically when you ask it to categorize a deal.

Get your Pipedrive CRM data directly inside Claude Desktop to update deals and view pipeline stages without leaving your chat.

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…and any MCP-compatible client

MCP Servers — Included with Plan

Connect Pipedrive MCP to Claude Desktop

Create your Vinkius account to connect Pipedrive to Claude Desktop — we handle the hosting, security, and runtime updates so you don't have to. No server setup required.

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Setup Pipedrive with Claude Desktop

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Run CRM updates directly using the Pipedrive MCP Server

The `create_new_deal` tool lets you add fresh sales opportunities to your pipeline directly from your chat window. Your agent takes the raw details from your conversation, formats them, and writes them straight to your CRM. You don't have to keep a browser tab open to check if a deal went through. Use `get_deal_details` to verify the current status of any active account in seconds.

Deep dive into customer accounts from your sidebar

The `get_person_details` tool retrieves specific contact information, email addresses, and phone numbers for any lead in your system. This keeps you from jumping between your terminal, terminal-based tools, and the browser when you need to check a phone number. Combine this with `get_organization_details` to map out the entire company structure before you jump on a call. Having this context sitting right next to your draft emails saves you from constant context switching.

Keep your sales activities organized inside Claude

The `list_user_activities` tool pulls your upcoming tasks, meetings, and phone calls directly into your workspace. You see exactly what needs your attention today without clicking through a dozen nested CRM menus. Using this MCP Server, it coordinates with `list_pipeline_stages` to show you which deals are stuck in negotiation and need immediate follow-up.

Setup guide

Set up Pipedrive MCP in Claude Web or Desktop

1

Open Claude Settings

Go to claude.ai, click your profile icon, then navigate to Customize → Connectors.
2

Add Custom Connector

Click the "+" button and select Add custom connector. Paste your Vinkius endpoint URL: https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. For OAuth-protected servers, expand Advanced settings to add credentials.
3

Start a conversation

Open a new chat. The Pipedrive MCP tools are available immediately — no restart needed.

Endpoint URL

https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

No configuration file needed — paste the URL directly in the Claude web interface.

Available on Free (1 connector), Pro, Max, Team, and Enterprise plans.

Prerequisites

Claude Desktop installed (macOS or Windows)
Active Vinkius subscription with a valid endpoint token

1

Open Claude Desktop Settings

Click the menu icon at the top-left corner, go to Settings → Developer → Edit Config. This opens claude_desktop_config.json in your default text editor.
2

Paste the Pipedrive MCP configuration

Copy the JSON snippet on the right into the mcpServers object. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.
3

Restart Claude Desktop

Close and reopen the application. Claude needs a full restart to load new MCPs — refreshing a conversation is not enough.
4

Verify the connection

Open a new conversation. Click the 🔌 icon at the bottom of the message input. You should see tools listed under pipedrive-mcp.

json

{
  "mcpServers": {
    "pipedrive-mcp": {
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

Get your connection token →

Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Pipedrive. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.

Why Choose Vinkius

Vinkius connects your tools to AI with real-time monitoring and automatic cost savings — all from one dashboard.

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Real-time monitoring

Live

visibility into every interaction

Connect your favorite tools to your AI and see exactly what's happening — every request, every response, in real time.

Built-in savings

60%

lower AI costs

Vinkius compresses data between your apps and your AI automatically. Lower bills every month — no configuration required.

Single dashboard

One

place for every integration

Every tool your AI connects to, managed from a single screen. One account, complete control.

Common questions about Pipedrive MCP in Claude Desktop

Open your `claude_desktop_config.json` file and add the MCP server configuration under the `mcpServers` block. Paste your API token as an environment variable, restart the app, and look for the hammer icon in your chat input to start querying your pipeline.

Yes. The agent uses `search_deals_by_name` to scan your entire pipeline and pull up matching records instantly. You don't have to type out exact database IDs to find what you need.

Your agent runs `get_api_status` to test the connection. If the credentials are valid, the tool returns a success confirmation, letting you know you can safely run deeper queries.

You run `list_sales_pipelines` to see every active workflow in your account. The agent reads this list and targets the correct pipeline stages automatically when you ask it to categorize a deal.

Your credentials and sales records stay local. Our secure MCP setup ensures your deals, contact persons, and activity logs are processed inside an isolated V8 engine and are never stored or read by third parties.

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