Pipedrive MCP Server

A Model Context Protocol (MCP) server that provides full CRUD access to Pipedrive CRM API v1. Enable Claude and other LLM applications to read and write Pipedrive data seamlessly.

🚀 Features

• Full CRUD Operations - Create, Read, Update, and Delete support for all major Pipedrive entities

• 40 Total Tools - 20 read operations + 20 write operations

• Complete Data Access - Deals, persons, organizations, activities, notes, and leads

• Custom Fields Support - Full access to custom fields and configurations

• Built-in Safety - Mandatory confirmation for delete operations, soft delete with 30-day recovery

• Rate Limiting - Automatic request throttling to respect API limits

• Advanced Filtering - Filter deals by owner, status, date range, value, and more. Filter persons by name, email, organization, or phone

• Fuzzy Search - New find-person tool with intelligent fuzzy matching and scoring

• Smart Error Messages - Helpful suggestions when searches return no results

• JWT Authentication - Optional JWT security for SSE transport

• Docker Support - Multi-stage builds and container deployment

• Dual Transport - stdio (local) and SSE (HTTP) modes

Setup

Standard Setup

1. Clone this repository

2. Install dependencies:

   npm install

3. Create a .env file in the root directory with your configuration:

   PIPEDRIVE_API_TOKEN=your_api_token_here PIPEDRIVE_DOMAIN=your-company.pipedrive.com

4. Build the project:

   npm run build

5. Start the server:

   npm start

Docker Setup

Option 1: Using Docker Compose (standalone)

1. Copy .env.example to .env and configure your settings:

   PIPEDRIVE_API_TOKEN=your_api_token_here PIPEDRIVE_DOMAIN=your-company.pipedrive.com MCP_TRANSPORT=sse # Use SSE transport for Docker MCP_PORT=3000

2. Build and run with Docker Compose:

   docker-compose up -d

3. The server will be available at http://localhost:3000

   • SSE endpoint: http://localhost:3000/sse

   • Health check: http://localhost:3000/health

Option 2: Using Pre-built Docker Image

Pull and run the pre-built image from GitHub Container Registry:

For SSE transport (HTTP access):

For stdio transport (local use):

Option 3: Integrating into Existing Project

Add the MCP server to your existing application's docker-compose.yml:

Then add the required environment variables to your .env file.

Environment Variables

Required:

• PIPEDRIVE_API_TOKEN - Your Pipedrive API token

• PIPEDRIVE_DOMAIN - Your Pipedrive domain (e.g., your-company.pipedrive.com)

Optional (JWT Authentication):

• MCP_JWT_SECRET - JWT secret for authentication

• MCP_JWT_TOKEN - JWT token for authentication

• MCP_JWT_ALGORITHM - JWT algorithm (default: HS256)

• MCP_JWT_AUDIENCE - JWT audience

• MCP_JWT_ISSUER - JWT issuer

When JWT authentication is enabled, all SSE requests (/sse and the message endpoint) must include an Authorization: Bearer <token> header signed with the configured secret.

Optional (Rate Limiting):

• PIPEDRIVE_RATE_LIMIT_MIN_TIME_MS - Minimum time between requests in milliseconds (default: 250)

• PIPEDRIVE_RATE_LIMIT_MAX_CONCURRENT - Maximum concurrent requests (default: 2)

Optional (Transport Configuration):

• MCP_TRANSPORT - Transport type: stdio (default, for local use) or sse (for Docker/HTTP access)

• MCP_PORT - Port for SSE transport (default: 3000, only used when MCP_TRANSPORT=sse)

• MCP_ENDPOINT - Message endpoint path for SSE (default: /message, only used when MCP_TRANSPORT=sse)

Using with Claude

To use this server with Claude for Desktop:

1. Configure Claude for Desktop by editing your claude_desktop_config.json:

2. Restart Claude for Desktop

3. In the Claude application, you should now see the Pipedrive tools available

Available Tools

Read Operations (20 tools)

Users & Search:

• get-users: Get all users/owners from Pipedrive to identify owner IDs for filtering

• search-all: Search across all item types (deals, persons, organizations, etc.) with improved error messages

Deals:

• get-deals: Get deals with flexible filtering options (search by title, date range, owner, stage, status, value range, etc.)

• get-deal: Get a specific deal by ID (including custom fields)

• get-deal-notes: Get detailed notes and custom booking details for a specific deal

• search-deals: Search deals by term

Persons (NEW & IMPROVED):

• get-persons: 🆕 Enhanced - Get all persons with optional filtering by name, email, phone, organization ID, or organization name

• find-person: ✨ NEW - Find persons using fuzzy matching across name, email, phone, and company with intelligent scoring

• get-persons-by-organization: ✨ NEW - Get all persons belonging to a specific organization

• get-person: Get a specific person by ID (including custom fields)

• get-person-notes: Get all notes attached to a specific person

• search-persons: 🆕 Enhanced - Search persons with improved error messages and suggestions

• search-persons-by-notes: Search for persons who have attached notes containing a specific keyword

Organizations (NEW & IMPROVED):

• get-organizations: 🆕 Enhanced - Get all organizations with optional filtering by name

• get-organization: Get a specific organization by ID (including custom fields)

• search-organizations: 🆕 Enhanced - Search organizations with improved error messages and suggestions

Pipelines & Stages:

• get-pipelines: Get all pipelines from Pipedrive

• get-pipeline: Get a specific pipeline by ID

• get-stages: Get all stages from all pipelines

Leads:

• search-leads: Search leads by term

Write Operations (20 tools)

Deal Operations:

• create-deal: Create a new deal with custom fields support

• update-deal: Update an existing deal

• delete-deal: Delete a deal (soft delete with 30-day recovery, requires confirmation)

Person Operations:

• create-person: Create a new contact with email and phone support

• update-person: Update an existing contact

• delete-person: Delete a person (soft delete with 30-day recovery, requires confirmation)

Organization Operations:

• create-organization: Create a new organization with address support

• update-organization: Update an existing organization

• delete-organization: Delete an organization (soft delete with 30-day recovery, requires confirmation)

Activity Operations:

• create-activity: Create tasks, calls, meetings, deadlines, etc.

• update-activity: Update an existing activity

• delete-activity: Delete an activity (soft delete with 30-day recovery, requires confirmation)

Note Operations:

• create-note: Create notes attached to deals, persons, organizations, or leads

• update-note: Update note content

• delete-note: Delete a note (requires confirmation)

Lead Operations:

• create-lead: Create a new lead

• update-lead: Update an existing lead

• delete-lead: Delete a lead (requires confirmation)

• convert-lead-to-deal: Convert a lead to a deal with conversion tracking

Safety Guidelines

Delete Operations: All delete operations require a confirm: true parameter to prevent accidental deletions. Most deletions in Pipedrive are soft deletes with a 30-day recovery period.

Recovery: Deleted items can be recovered within 30 days via Pipedrive UI:

• Navigate to: Settings > Data fields > Deleted items

• Select the item type (deals, persons, organizations, activities)

• Click "Restore" on the item you want to recover

Best Practices:

• Always verify the entity ID before deleting

• Use search/get operations first to confirm you're targeting the correct item

• Document important deletions for audit purposes

• Consider archiving or status changes instead of deletion when appropriate

Available Prompts

• list-all-deals: List all deals in Pipedrive

• list-all-persons: List all persons in Pipedrive

• list-all-pipelines: List all pipelines in Pipedrive

• analyze-deals: Analyze deals by stage

• analyze-contacts: Analyze contacts by organization

• analyze-leads: Analyze leads by status

• compare-pipelines: Compare different pipelines and their stages

• find-high-value-deals: Find high-value deals

🔍 Search Improvements (v2.1)

The server now includes powerful new search and filtering capabilities to address common issues with Pipedrive's search API.

Key Improvements

Problem: Pipedrive's native search API often returns empty results due to strict matching requirements.

Solution: We've added client-side filtering and fuzzy matching tools that are more reliable and flexible.

Recommended Search Strategy

Finding a Person

1. Best: Use find-person with fuzzy matching

   find-person({ name: "Piotr", company: "Haleon" })

2. Good: Use get-persons with filters

   get-persons({ filterName: "Piotr", organizationName: "Haleon" })

3. Fallback: Use search-persons (Pipedrive's API)

   search-persons({ term: "Piotr" })

Finding an Organization

1. Recommended: Use get-organizations with filter

   get-organizations({ filterName: "Haleon" })

2. Fallback: Use search-organizations (Pipedrive's API)

   search-organizations({ term: "Haleon" })

New Tools

• find-person: Fuzzy matching with scoring across multiple fields

• get-persons-by-organization: Get all persons in a specific organization

• Enhanced : Filter by name, email, phone, organization

• Enhanced : Filter by name

Smart Error Messages

When searches return no results, you'll now get helpful feedback:

For detailed documentation of all improvements, see IMPROVEMENTS.md

License

MIT