Pipedrive CRM MCP server
MCP server for Pipedrive CRM. 155 tools for deals, persons, organizations, activities, and more.
8 stars152 downloads/wk
Reviews
Write oneNobody has reviewed Pipedrive CRM yet.
If you have run it, two minutes of your experience saves the next person an afternoon.
Pipedrive CRM tools (100, 51 write)
write = sends, deletes, buys or postsRead from the package source without running it. The installed server may list more.
pipedrive_add_deal_discountAdd an additional discount to a deal.
pipedrive_add_deal_followerAdd a follower to a deal.
pipedrive_add_deal_installmentAdd an installment (payment schedule entry) to a deal. Growth+ plan required; the deal must have at least one one-time product and no recurring products.
pipedrive_add_deal_productAttach a single product as a line item to a deal.
pipedrive_add_organization_followerAdd a follower to an organization.
pipedrive_bulk_add_deal_productsBulk-add up to 100 line-item products to a deal in one request.
pipedrive_convert_deal_to_leadConvert a deal to a lead (async job). DESTRUCTIVE: a successful conversion marks the source deal as deleted. Returns a conversion_id; the conversion runs asynchronously, so you MUST poll pipedrive_get_deal_conversion_status with the conversion_id until a terminal status. Requires PIPEDRIVE_MODE=full (back-compat: PIPEDRIVE_ENABLE_DESTRUCTIVE=true).
pipedrive_convert_lead_to_dealConvert a lead into a deal (Pipedrive v2). DESTRUCTIVE: a successful conversion marks the source lead as deleted. The conversion runs asynchronously; this tool polls until it completes (typically under 5s) and returns the new deal ID. If it is still running after ~30s, it returns the conversion_id and status for manual follow-up. Requires PIPEDRIVE_MODE=full (back-compat: PIPEDRIVE_ENABLE_DESTRUCT
pipedrive_create_activitywrite actionCreate a new activity in Pipedrive. Subject and type are required.
pipedrive_create_boardwrite actionCreate a new project board. name is required. (Projects add-on; Projects API in public beta.)
pipedrive_create_dealwrite actionCreate a new deal in Pipedrive. Only title is required; all other fields are optional.
pipedrive_create_deal_fieldwrite actionCreate a deal custom field. field_name and field_type are required. For enum/set types, options is required. The response data.field_code is the 40-char hash you must keep to update or delete the field later.
pipedrive_create_leadwrite actionCreate a new lead in Pipedrive. Title is required; link to at least one of person_id or organization_id.
pipedrive_create_notewrite actionCreate a new note in Pipedrive. Content is required. Link to a deal, person, organization, or lead.
pipedrive_create_organizationwrite actionCreate a new organization in Pipedrive. Only name is required.
pipedrive_create_organization_fieldwrite actionCreate an organization custom field. field_name and field_type are required. For enum/set types, options is required. The response data.field_code is the 40-char hash to keep for later updates.
pipedrive_create_personwrite actionCreate a new person (contact) in Pipedrive. Only name is required.
pipedrive_create_person_fieldwrite actionCreate a person custom field. field_name and field_type are required. For enum/set types, options is required. The response data.field_code is the 40-char hash to keep for later updates.
pipedrive_create_phasewrite actionCreate a new project phase. name and board_id are required. (Projects add-on; Projects API in public beta.)
pipedrive_create_product_fieldwrite actionCreate a product custom field. field_name and field_type are required. For enum/set types, options is required. Product fields use a simpler model: no description, important_fields, or required_fields. The response data.field_code is the 40-char hash to keep for later updates.
pipedrive_delete_activitywrite actionDelete an activity.
pipedrive_delete_boardwrite actionDelete a project board. Requires PIPEDRIVE_MODE=full (back-compat: PIPEDRIVE_ENABLE_DESTRUCTIVE=true). (Projects add-on; Projects API in public beta.)
pipedrive_delete_dealwrite actionDelete a deal. The deal will be marked as deleted and permanently removed after 30 days.
pipedrive_delete_deal_discountwrite actionDelete an additional discount from a deal.
pipedrive_delete_deal_fieldwrite actionDelete a deal custom field by field_code. Requires PIPEDRIVE_MODE=full (back-compat: PIPEDRIVE_ENABLE_DESTRUCTIVE=true).
pipedrive_delete_deal_field_optionswrite actionBulk-delete options of a deal enum/set field. Atomic: fails if any ID does not exist. Requires PIPEDRIVE_MODE=full (back-compat: PIPEDRIVE_ENABLE_DESTRUCTIVE=true).
pipedrive_delete_deal_followerwrite actionRemove a follower from a deal.
pipedrive_delete_deal_installmentwrite actionDelete an installment from a deal. Growth+ plan required.
pipedrive_delete_deal_productwrite actionRemove a line-item product from a deal.
pipedrive_delete_leadwrite actionDelete a lead. Requires PIPEDRIVE_MODE=full (back-compat: PIPEDRIVE_ENABLE_DESTRUCTIVE=true).
pipedrive_delete_notewrite actionDelete a note.
pipedrive_delete_organizationwrite actionDelete an organization. The organization will be marked as deleted and permanently removed after 30 days.
pipedrive_delete_organization_fieldwrite actionDelete an organization custom field by field_code. Requires PIPEDRIVE_MODE=full (back-compat: PIPEDRIVE_ENABLE_DESTRUCTIVE=true).
pipedrive_delete_organization_field_optionswrite actionBulk-delete options of an organization enum/set field. Atomic: fails if any ID does not exist. Requires PIPEDRIVE_MODE=full (back-compat: PIPEDRIVE_ENABLE_DESTRUCTIVE=true).
pipedrive_delete_organization_followerwrite actionRemove a follower from an organization.
pipedrive_delete_person_fieldwrite actionDelete a person custom field by field_code. Requires PIPEDRIVE_MODE=full (back-compat: PIPEDRIVE_ENABLE_DESTRUCTIVE=true).
pipedrive_delete_person_field_optionswrite actionBulk-delete options of a person enum/set field. Atomic: fails if any ID does not exist. Requires PIPEDRIVE_MODE=full (back-compat: PIPEDRIVE_ENABLE_DESTRUCTIVE=true).
pipedrive_delete_phasewrite actionDelete a project phase. Requires PIPEDRIVE_MODE=full (back-compat: PIPEDRIVE_ENABLE_DESTRUCTIVE=true). (Projects add-on; Projects API in public beta.)
pipedrive_delete_product_fieldwrite actionDelete a product custom field by field_code. Requires PIPEDRIVE_MODE=full (back-compat: PIPEDRIVE_ENABLE_DESTRUCTIVE=true).
pipedrive_delete_product_field_optionswrite actionBulk-delete options of a product enum/set field. Atomic: fails if any ID does not exist. Requires PIPEDRIVE_MODE=full (back-compat: PIPEDRIVE_ENABLE_DESTRUCTIVE=true).
pipedrive_get_activityGet detailed information about a specific activity by ID.
pipedrive_get_boardGet detailed information about a specific project board by ID. (Projects add-on; Projects API in public beta.)
pipedrive_get_dealGet detailed information about a specific deal by ID, including all standard and custom fields.
pipedrive_get_deal_conversion_statusGet the status of a deal-to-lead conversion job. Status contract: 'completed' (terminal, carries lead_id), 'failed'/'rejected' (terminal, stop polling, no lead produced), 'not_started'/'running' (in-progress, re-poll). Only 'completed' carries lead_id, and conversion status is purged after a few days, so a 404 returned after a prior valid status means the status was purged (terminal stop-polling s
pipedrive_get_deal_emailsGet email messages linked to a deal (company-wide, all users' emails). Returns metadata for emails from any user's mailbox that are linked to this deal. Note: To get full message body, use pipedrive_get_mail_message, but only for emails in YOUR mailbox.
pipedrive_get_deal_followers_changelogGet the followers changelog for a deal.
pipedrive_get_fieldGet details of a specific field by its key. Useful for looking up what a 40-character hash field key means.
pipedrive_get_leadGet detailed information about a specific lead by UUID.
pipedrive_get_lead_conversion_statusGet the status of an async lead-to-deal conversion by conversion ID (Pipedrive v2 GET /leads/{id}/convert/status/{conversion_id}).
pipedrive_get_mail_messageGet full email message with body. Access depends on visibility settings - messages linked to deals/persons you can access should work, even if sent by other users.
pipedrive_get_mail_threadGet a mail thread with messages. Access depends on visibility settings - threads visible within deals/persons you can access should work. Returns 404 if the thread isn't accessible to you.
pipedrive_get_noteGet detailed information about a specific note by ID.
pipedrive_get_organizationGet detailed information about a specific organization by ID.
pipedrive_get_organization_followers_changelogGet the followers changelog for an organization.
pipedrive_get_personGet detailed information about a specific person by ID.
pipedrive_get_person_emailsGet email messages linked to a person (company-wide, all users' emails). Returns metadata for emails from any user's mailbox that are linked to this person. Note: To get full message body, use pipedrive_get_mail_message, but only for emails in YOUR mailbox.
pipedrive_get_phaseGet detailed information about a specific project phase by ID. (Projects add-on; Projects API in public beta.)
pipedrive_list_activitiesList activities from Pipedrive with optional filtering by owner, deal, person, organization, type, or completion status.
pipedrive_list_archived_dealsList archived deals with the same filtering as the active deals list (owner, person, organization, pipeline, stage, status). Returns paginated results.
pipedrive_list_archived_leadsList archived leads from Pipedrive with optional filtering by owner, person, or organization.
pipedrive_list_boardsList all project boards. Returns the complete list (no pagination — the boards endpoint returns all records at once). (Projects add-on; Projects API in public beta.)
pipedrive_list_deal_discountsList all additional discounts applied to a deal.
pipedrive_list_deal_fieldsList all deal field definitions, including custom fields. Essential for understanding deal data structure.
pipedrive_list_deal_followersList all followers for a deal.
pipedrive_list_deal_installmentsList installments across one or more deals. Requires deal_ids. Growth+ plan required.
pipedrive_list_deal_productsList line-item products attached to a deal. Returns paginated results.
pipedrive_list_dealsList deals from Pipedrive with optional filtering by owner, person, organization, pipeline, stage, or status. Returns paginated results.
pipedrive_list_leadsList active (non-archived) leads from Pipedrive with optional filtering by owner, person, or organization.
pipedrive_list_mail_threadsList mail threads from YOUR mailbox only (authenticated user). Other users' threads are not accessible. Use folder parameter to filter by inbox, drafts, sent, or archive.
pipedrive_list_notesList notes from Pipedrive with optional filtering by deal, person, organization, or lead.
pipedrive_list_organization_fieldsList all organization field definitions, including custom fields. Use this to map 40-character field keys to human-readable names.
pipedrive_list_organization_followersList all followers for an organization.
pipedrive_list_organizationsList organizations from Pipedrive with optional filtering by owner or first letter of name.
pipedrive_list_person_fieldsList all person field definitions, including custom fields. Use to understand contact data structure.
pipedrive_list_personsList persons (contacts) from Pipedrive with optional filtering by owner, organization, or first letter of name.
pipedrive_list_phasesList all phases for a project board. board_id is required. Returns the complete list (no pagination — the phases endpoint returns all records for a board at once). (Projects add-on; Projects API in public beta.)
pipedrive_list_product_fieldsList all product field definitions, including custom fields.
pipedrive_list_project_fieldsList all project field definitions, including custom fields. (Projects add-on; Projects API in public beta.)
pipedrive_search_dealsSearch for deals by text in title. Supports fuzzy matching by default.
pipedrive_search_leadsSearch for leads in Pipedrive by title or associated contacts.
pipedrive_search_organizationsSearch for organizations by name or address.
pipedrive_update_activitywrite actionUpdate an existing activity in Pipedrive. Use this to mark activities as done.
pipedrive_update_boardwrite actionUpdate an existing project board. Only id is required; all other fields are optional. (Projects add-on; Projects API in public beta.)
pipedrive_update_dealwrite actionUpdate an existing deal in Pipedrive. Specify the deal ID and any fields to update.
pipedrive_update_deal_discountwrite actionUpdate an additional discount on a deal. All fields except IDs are optional.
pipedrive_update_deal_fieldwrite actionUpdate a deal custom field by field_code. field_type and field_code cannot be changed.
pipedrive_update_deal_field_optionswrite actionBulk-update option labels of a deal enum/set field. Atomic: the whole request fails if any option ID does not exist.
pipedrive_update_deal_installmentwrite actionUpdate an installment on a deal. Growth+ plan required; all body fields optional.
pipedrive_update_deal_productwrite actionUpdate a line-item product attached to a deal. All body fields optional.
pipedrive_update_leadwrite actionUpdate an existing lead in Pipedrive.
pipedrive_update_notewrite actionUpdate an existing note in Pipedrive.
pipedrive_update_organizationwrite actionUpdate an existing organization in Pipedrive.
pipedrive_update_organization_fieldwrite actionUpdate an organization custom field by field_code. field_type and field_code cannot be changed.
pipedrive_update_organization_field_optionswrite actionBulk-update option labels of an organization enum/set field. Atomic: the whole request fails if any option ID does not exist.
pipedrive_update_personwrite actionUpdate an existing person in Pipedrive.
pipedrive_update_person_fieldwrite actionUpdate a person custom field by field_code. field_type and field_code cannot be changed.
pipedrive_update_person_field_optionswrite actionBulk-update option labels of a person enum/set field. Atomic: the whole request fails if any option ID does not exist.
pipedrive_update_phasewrite actionUpdate an existing project phase. Only id is required; all other fields are optional. Set board_id to move this phase to a different board. (Projects add-on; Projects API in public beta.)
pipedrive_update_product_fieldwrite actionUpdate a product custom field by field_code. Only field_name and ui_visibility can be changed (product fields have no description/important_fields/required_fields).
pipedrive_update_product_field_optionswrite actionBulk-update option labels of a product enum/set field. Atomic: the whole request fails if any option ID does not exist.
Public scan report
scanner v0.1.9 · 2026-09-21 · same rubric, same numbers if you re-run it
- Code scan93 source files scanned25/25
- –Live reliabilityno gateway calls yet and no remote to proben/a
- –Tool poisoningtools not inspected (local package is not executed); not countedn/a
- Auth qualitystatic API keys via environment variables6/15
- Maintenancelast push 3 days ago15/15
- Maintainer identityregistry namespace matches repository owner; GitHub account older than a year8/10
What the publisher says
From the Pipedrive CRM repository's README, as published. We do not edit it. Read it on GitHub
Pipedrive MCP Server
An MCP (Model Context Protocol) server for Pipedrive CRM integration with Claude Code and Claude Desktop. Query, create, and update CRM data directly from your AI assistant.
Why this server
- API v2-first. Every entity uses Pipedrive's v2 REST API where it exists; v1 is used only for the capabilities that have no v2 equivalent (notes, mail, users, and leads CRUD). See API Versioning.
- Contract-tested against the real OpenAPI spec. Request params, request bodies, and response shapes are checked against the vendored Pipedrive OpenAPI v2 definition (docs/api/openapi-v2.yaml) in tests/contract/, so the v2 tools can't silently drift from the documented API.
- Live-smoke verified. The tool surface is broadly exercised against a real Pipedrive account (scripts/smoke-coverage.ts), with only API-unseedable surfaces (e.g. mail threads, project templates) left to manual checks. Coverage includes plan-gated endpoints such as Growth+ deal installments (scripts/smoke-installments.ts). Key write smokes (e.g. the task is_done flag) assert the field value actually changed on the wire, not just a 200.
- Server-enforced capability modes. PIPEDRIVE_MODE picks a safety tier — read-only, safe-write (the default: reads + non-destructive writes), or full — and out-of-mode tools are both hidden from tools/list and refused if called directly. Deletes, conversions, and other irreversible writes (🔒 in the tool table) require full, so the server is read-and-create only out of the box. Every tool also carries MCP annotations (readOnlyHint/destructiveHint/idempotentHint) so policy-aware clients can tell reads from writes from deletes. See Capability modes.
- MIT licensed, published with npm build provenance.
Honest limitations. Transport is STDIO only today (a Streamable HTTP flag is planned), and auth is via a Pipedrive API key, which matches the local/self-hosted tier this server targets. There is no hosted OAuth offering yet.
Features
- Full CRM Operations: Deals, persons, organizations, activities
- Email Analysis: Access mail threads and messages for engagement analysis
- Field Discovery: Map custom field hash codes to human-readable names
- Pipeline Management: List pipelines, stages, and users
- Pagination Support: Cursor-based pagination for large datasets
- Error Handling: Clear, actionable error messages
Quick Start
Fastest setup: npx … init
Run the one-command guided installer and follow the prompts. It opens the Pipedrive API-token page, validates your key live against your account, and generates a working MCP config for your client (Claude Desktop, Claude Code, Cursor, Windsurf, or VS Code):
npx -y @ckalima/pipedrive-mcp-server initIt always prints a paste-ready block and can optionally write it into your client's config file after a timestamped backup. Committed/shared config files use ${PIPEDRIVEAPIKEY} indirection, never a raw key. Prefer to configure by hand? The manual steps below still work.
1. Get Your Pipedrive API Key
- Log into Pipedrive
- Go to Settings > Personal preferences > API
- Copy your API key (40 characters)
2. Configure Claude Code
Add to your .mcp.json file:
Shortened. The full README is on GitHub.
Nothing above is checked by us. What we check is on the safety report.
Install directly
Runs npx -y @ckalima/pipedrive-mcp-server on your machine. Read the scan report first; the gateway never runs local packages.
claude mcp add pipedrive-mcp-server -- npx -y @ckalima/pipedrive-mcp-server
Pipedrive CRM: common questions
- Is Pipedrive CRM MCP server safe?
- Mostly: it is graded B (83/100). Read the Pipedrive CRM safety report
- How do I install Pipedrive CRM?
- It runs on your machine. Copy the Claude Code, Claude Desktop or Cursor config from the install section.
- Does Pipedrive CRM need an API key?
- Yes. The registry entry asks for
PIPEDRIVE_API_KEY. - Is Pipedrive CRM maintained?
- The last commit was 4 days ago (2026-09-19). The latest release is v2.7.0.
- What can I use instead of Pipedrive CRM?
- Servers from other publishers that do the same job: Pipedrive MCP server, Pipedrive MCP server and Pinlyx MCP server. Compare all Pipedrive CRM alternatives.
Alternatives to Pipedrive CRM
Same job from other publishers: the closest match first, then the best rated.
- PipedrivePipedrive CRM as MCP tools: find deals, people and companies, and move deals through a pipeline.not reviewedNewA
Pipedrive MCPFull Pipedrive CRUD plus a local SQLite pipeline copy: stale deals, forecasts, aging, dupes, repnot reviewedGrowingB- PinlyxPinlyx CRM for AI assistants: contacts, deals, social inbox and posts, email and Google Ads.not reviewedGrowingB
CavyroTelegram-native CRM for agents: contacts, deals, pipelines, campaigns, docs and reports.not reviewedGrowingB
MCPVruum AI revenue platform — outbound, deals, pipeline & CRM automation over one MCP.not reviewedNewA