Pipedrive MCP Server
Click on "Install Server".
Wait a few minutes for the server to deploy. Once ready, it will show a "Started" state.
In the chat, type
@followed by the MCP server name and your instructions, e.g., "@Pipedrive MCP Servershow me all deals in the sales pipeline"
That's it! The server will respond to your query, and you can continue using it as needed.
Here is a step-by-step guide with screenshots.
Pipedrive MCP Server
The most comprehensive Model Context Protocol (MCP) server for Pipedrive CRM โ built with 118 production-ready tools and 27 rich UI applications.
๐ Features
118 Production-Ready Tools โ Complete Pipedrive API coverage across 16 functional areas
27 Rich UI Apps โ Interactive React dashboards, grids, analytics, and management interfaces
Full CRUD Operations โ Create, read, update, delete, search, and bulk operations
Advanced Analytics โ Pipeline metrics, revenue tracking, conversion funnels, goal progress
Webhook Management โ Subscribe to real-time events, manage subscriptions
Rate Limiting โ Built-in API rate limit handling with automatic retries
Type-Safe โ Full TypeScript implementation with strict type checking
Extensible โ Modular architecture makes it easy to add custom tools
Related MCP server: Pipedrive Universal MCP Server
๐ฆ Installation
From npm (coming soon)
npm install -g pipedrive-mcpFrom Source
git clone <repository-url>
cd servers/pipedrive
npm install
npm run build๐ง Configuration
MCP Settings (Claude Desktop, Continue, etc.)
Add to your MCP configuration file:
{
"mcpServers": {
"pipedrive": {
"command": "npx",
"args": ["-y", "pipedrive-mcp"],
"env": {
"PIPEDRIVE_API_TOKEN": "your-api-token-here",
"PIPEDRIVE_COMPANY_DOMAIN": "your-company"
}
}
}
}Environment Variables
Variable | Required | Description |
| Yes | Your Pipedrive API token (Settings โ API โ Personal preferences) |
| Yes | Your Pipedrive company domain (e.g., |
Getting Your API Token
Log in to Pipedrive
Go to Settings โ Personal preferences
Click API tab
Copy your Personal API token
๐ ๏ธ Tool Categories (118 Tools)
1. Deals (11 tools)
pipedrive_deals_listโ List all deals with filteringpipedrive_deals_getโ Get specific deal detailspipedrive_deals_createโ Create new dealpipedrive_deals_updateโ Update deal detailspipedrive_deals_deleteโ Delete dealpipedrive_deals_searchโ Search deals by termpipedrive_deals_duplicateโ Duplicate existing dealpipedrive_deals_mergeโ Merge two dealspipedrive_deals_followers_listโ List deal followerspipedrive_deals_followers_addโ Add follower to dealpipedrive_deals_productsโ Manage deal products
2. Persons (10 tools)
pipedrive_persons_listโ List all personspipedrive_persons_getโ Get person detailspipedrive_persons_createโ Create new personpipedrive_persons_updateโ Update personpipedrive_persons_deleteโ Delete personpipedrive_persons_searchโ Search personspipedrive_persons_mergeโ Merge two personspipedrive_persons_dealsโ Get person's dealspipedrive_persons_followersโ Manage person followerspipedrive_persons_pictureโ Manage person picture
3. Organizations (9 tools)
pipedrive_organizations_listโ List all organizationspipedrive_organizations_getโ Get organization detailspipedrive_organizations_createโ Create new organizationpipedrive_organizations_updateโ Update organizationpipedrive_organizations_deleteโ Delete organizationpipedrive_organizations_searchโ Search organizationspipedrive_organizations_mergeโ Merge two organizationspipedrive_organizations_dealsโ Get org's dealspipedrive_organizations_personsโ Get org's persons
4. Activities (10 tools)
pipedrive_activities_listโ List all activitiespipedrive_activities_getโ Get activity detailspipedrive_activities_createโ Create new activitypipedrive_activities_updateโ Update activitypipedrive_activities_deleteโ Delete activitypipedrive_activities_bulk_deleteโ Delete multiple activitiespipedrive_activities_bulk_updateโ Update multiple activitiespipedrive_activities_types_listโ List activity typespipedrive_activities_types_createโ Create activity typepipedrive_activities_types_updateโ Update activity type
5. Pipelines (6 tools)
pipedrive_pipelines_listโ List all pipelinespipedrive_pipelines_getโ Get pipeline detailspipedrive_pipelines_createโ Create new pipelinepipedrive_pipelines_updateโ Update pipelinepipedrive_pipelines_deleteโ Delete pipelinepipedrive_pipelines_dealsโ Get pipeline deals
6. Stages (8 tools)
pipedrive_stages_listโ List all stagespipedrive_stages_getโ Get stage detailspipedrive_stages_createโ Create new stagepipedrive_stages_updateโ Update stagepipedrive_stages_deleteโ Delete stagepipedrive_stages_dealsโ Get stage dealspipedrive_stages_reorderโ Reorder stagespipedrive_stages_conversionโ Get conversion stats
7. Products (8 tools)
pipedrive_products_listโ List all productspipedrive_products_getโ Get product detailspipedrive_products_createโ Create new productpipedrive_products_updateโ Update productpipedrive_products_deleteโ Delete productpipedrive_products_searchโ Search productspipedrive_products_dealsโ Get product dealspipedrive_products_followersโ Manage followers
8. Leads (9 tools)
pipedrive_leads_listโ List all leadspipedrive_leads_getโ Get lead detailspipedrive_leads_createโ Create new leadpipedrive_leads_updateโ Update leadpipedrive_leads_deleteโ Delete leadpipedrive_leads_searchโ Search leadspipedrive_leads_labelsโ Manage lead labelspipedrive_leads_sourcesโ Manage lead sourcespipedrive_leads_convertโ Convert lead to deal
9. Notes (6 tools)
pipedrive_notes_listโ List all notespipedrive_notes_getโ Get note detailspipedrive_notes_createโ Create new notepipedrive_notes_updateโ Update notepipedrive_notes_deleteโ Delete notepipedrive_notes_commentsโ Manage note comments
10. Files (7 tools)
pipedrive_files_listโ List all filespipedrive_files_getโ Get file detailspipedrive_files_createโ Upload new filepipedrive_files_updateโ Update file detailspipedrive_files_deleteโ Delete filepipedrive_files_downloadโ Download filepipedrive_files_linkโ Link file to entity
11. Filters (6 tools)
pipedrive_filters_listโ List all filterspipedrive_filters_getโ Get filter detailspipedrive_filters_createโ Create new filterpipedrive_filters_updateโ Update filterpipedrive_filters_deleteโ Delete filterpipedrive_filters_applyโ Apply filter to data
12. Goals (7 tools)
pipedrive_goals_listโ List all goalspipedrive_goals_getโ Get goal detailspipedrive_goals_createโ Create new goalpipedrive_goals_updateโ Update goalpipedrive_goals_deleteโ Delete goalpipedrive_goals_resultsโ Get goal resultspipedrive_goals_progressโ Track goal progress
13. Webhooks (6 tools)
pipedrive_webhooks_listโ List all webhookspipedrive_webhooks_getโ Get webhook detailspipedrive_webhooks_createโ Create new webhookpipedrive_webhooks_updateโ Update webhookpipedrive_webhooks_deleteโ Delete webhookpipedrive_webhooks_testโ Test webhook
14. Users (5 tools)
pipedrive_users_listโ List all userspipedrive_users_getโ Get user detailspipedrive_users_currentโ Get current userpipedrive_users_permissionsโ Get user permissionspipedrive_users_followersโ Manage user followers
15. Mail (8 tools)
pipedrive_mail_threads_listโ List mail threadspipedrive_mail_threads_getโ Get thread detailspipedrive_mail_messages_listโ List messagespipedrive_mail_messages_getโ Get message detailspipedrive_mail_sendโ Send new emailpipedrive_mail_syncโ Sync mail accountpipedrive_mail_foldersโ Manage folderspipedrive_mail_settingsโ Manage settings
16. Subscriptions (12 tools)
pipedrive_subscriptions_listโ List all subscriptionspipedrive_subscriptions_getโ Get subscription detailspipedrive_subscriptions_createโ Create subscriptionpipedrive_subscriptions_updateโ Update subscriptionpipedrive_subscriptions_deleteโ Delete subscriptionpipedrive_subscriptions_paymentsโ Track paymentspipedrive_subscriptions_recurringโ Manage recurringpipedrive_subscriptions_addonsโ Manage add-onspipedrive_subscriptions_pauseโ Pause subscriptionpipedrive_subscriptions_resumeโ Resume subscriptionpipedrive_subscriptions_cancelโ Cancel subscriptionpipedrive_subscriptions_renewโ Renew subscription
๐จ UI Applications (27 Apps)
Deals & Pipeline Management
deal-dashboard โ Executive dashboard with key deal metrics
deal-detail โ Detailed deal view with timeline and activities
deal-grid โ Sortable, filterable deal grid with bulk actions
deals-timeline โ Visual timeline of deal progression
pipeline-kanban โ Drag-and-drop kanban board for deals
pipeline-analytics โ Pipeline health, conversion rates, forecasting
pipeline-funnel โ Conversion funnel visualization
won-deals โ Celebration board of closed-won deals
People & Organizations
person-detail โ Comprehensive person profile
person-grid โ People database with advanced filtering
org-detail โ Organization profile with related entities
org-grid โ Organizations table with search
Activities & Communication
activity-calendar โ Calendar view of all activities
activity-dashboard โ Activity metrics and insights
email-inbox โ Mail threads and messages viewer
lead-inbox โ Lead management interface
lead-detail โ Detailed lead view with conversion tracking
Products & Revenue
product-catalog โ Product library with pricing
product-detail โ Product details with deal history
revenue-dashboard โ Revenue analytics and forecasts
subscription-manager โ Subscription lifecycle management
Content & Organization
note-manager โ Notes library with search and tags
file-manager โ File repository with previews
filter-manager โ Create and manage custom filters
Analytics & Reporting
goal-tracker โ Goals progress and achievement tracking
user-stats โ User performance metrics
search-results โ Universal search across all entities
๐ Usage Examples
Creating a Deal
// Using MCP tool
pipedrive_deals_create({
title: "Enterprise Deal - Acme Corp",
value: 50000,
currency: "USD",
person_id: 123,
org_id: 456,
pipeline_id: 1,
stage_id: 2,
expected_close_date: "2024-12-31"
})Searching for Contacts
// Search persons by email
pipedrive_persons_search({
term: "john@example.com",
fields: "email",
exact_match: true
})Getting Pipeline Analytics
// Get pipeline metrics
pipedrive_pipelines_get({
id: 1,
totals_convert_currency: "USD"
})
// Get stage conversion rates
pipedrive_stages_conversion({
pipeline_id: 1,
start_date: "2024-01-01",
end_date: "2024-12-31"
})Managing Activities
// Create a meeting
pipedrive_activities_create({
subject: "Product Demo",
type: "meeting",
due_date: "2024-06-15",
due_time: "14:00",
duration: "01:00",
deal_id: 789,
person_id: 123
})
// List today's activities
pipedrive_activities_list({
start_date: "2024-06-12",
end_date: "2024-06-12",
user_id: 1
})Setting Up Webhooks
// Subscribe to deal updates
pipedrive_webhooks_create({
subscription_url: "https://your-app.com/webhooks/pipedrive",
event_action: "updated",
event_object: "deal"
})
// List all webhooks
pipedrive_webhooks_list()Working with Products
// Add product to deal
pipedrive_deals_products({
deal_id: 789,
product_id: 456,
item_price: 99.99,
quantity: 10
})
// Search products by SKU
pipedrive_products_search({
term: "SKU-12345",
fields: "code"
})๐๏ธ Architecture
servers/pipedrive/
โโโ src/
โ โโโ index.ts # MCP server entry point
โ โโโ client.ts # Pipedrive API client
โ โโโ types.ts # TypeScript type definitions
โ โโโ tools/ # 16 tool modules (118 tools)
โ โ โโโ deals-tools.ts
โ โ โโโ persons-tools.ts
โ โ โโโ organizations-tools.ts
โ โ โโโ activities-tools.ts
โ โ โโโ pipelines-tools.ts
โ โ โโโ stages-tools.ts
โ โ โโโ products-tools.ts
โ โ โโโ leads-tools.ts
โ โ โโโ notes-tools.ts
โ โ โโโ files-tools.ts
โ โ โโโ filters-tools.ts
โ โ โโโ goals-tools.ts
โ โ โโโ webhooks-tools.ts
โ โ โโโ users-tools.ts
โ โ โโโ mail-tools.ts
โ โ โโโ subscriptions-tools.ts
โ โโโ apps/ # 27 UI apps (React)
โ โ โโโ deal-dashboard.ts
โ โ โโโ pipeline-kanban.ts
โ โ โโโ revenue-dashboard.ts
โ โ โโโ ... (24 more)
โ โโโ ui/
โ โโโ react-app/ # React source for apps
โโโ package.json
โโโ tsconfig.json
โโโ README.md๐ API Client Features
The built-in API client (PipedriveClient) provides:
Automatic rate limiting โ Respects Pipedrive API limits
Retry logic โ Auto-retry on rate limit and transient errors
Type safety โ Full TypeScript support
Error handling โ Descriptive error messages
Pagination โ Automatic pagination handling
Authentication โ Secure API token management
๐งช Development
Build
npm run buildDevelopment Mode
npm run devClean Build
npm run clean && npm run buildType Checking
npx tsc --noEmit๐ License
MIT License - see LICENSE file for details.
๐ค Contributing
Contributions welcome! Please:
Fork the repository
Create a feature branch
Add tests for new functionality
Submit a pull request
๐ Resources
๐ Support
For issues and questions:
Open an issue on GitHub
Review MCP Documentation
๐ฏ Roadmap
Additional webhook event handlers
Custom field management tools
Advanced search operators
Bulk import/export capabilities
Real-time collaboration features
Enhanced analytics and reporting
Custom dashboard builder
Workflow automation tools
Built with โค๏ธ for the MCP ecosystem
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