How do I use pipedrive-mcp?

1. Click on "Install Server". 2. Wait a few minutes for the server to deploy. Once ready, it will show a "Started" state. 3. In the chat, type @ followed by the MCP server name and your instructions, e.g., "@pipedrive-mcp list all deals in the negotiation stage" 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

by Dimkanarb-afk

Overview Schema Related Servers Score Discussions

TypeScript

Remote

pipedrive-mcp

Full-featured Pipedrive MCP server for Claude Desktop. Supports deals, leads, persons, organizations, notes, activities, pipelines, and more — all controllable via natural language.

Installation

Add the following to your claude_desktop_config.json:

{
  "mcpServers": {
    "pipedrive": {
      "command": "npx",
      "args": ["-y", "pipedrive-mcp"],
      "env": {
        "PIPEDRIVE_API_TOKEN": "your_api_token_here",
        "PIPEDRIVE_COMPANY_DOMAIN": "your_company_subdomain"
      }
    }
  }
}

Where to find your credentials:

PIPEDRIVE_API_TOKEN: Pipedrive → Settings → Personal preferences → API → Your personal API token
PIPEDRIVE_COMPANY_DOMAIN: Just the subdomain of your Pipedrive URL. If your URL is https://mycompany.pipedrive.com, use mycompany

Config file location:

macOS: ~/Library/Application Support/Claude/claude_desktop_config.json
Windows: %APPDATA%\Claude\claude_desktop_config.json

After saving, restart Claude Desktop.

Related MCP server: PipeDrive MCP Server

Available Tools

Deals (6 tools)

Tool	Description
`pipedrive_list_deals`	List deals with advanced filters — status, stage, pipeline, owner, value range, days back, title search
`pipedrive_get_deal`	Get full deal details including resolved custom fields
`pipedrive_create_deal`	Create a new deal
`pipedrive_update_deal`	Update deal fields (title, value, stage, status, owner, etc.)
`pipedrive_delete_deal`	Permanently delete a deal
`pipedrive_search_deals`	Search deals by keyword

Leads (8 tools)

Tool	Description
`pipedrive_list_leads`	List leads with optional filters (owner, person, org, archived status)
`pipedrive_get_lead`	Get full lead details by UUID
`pipedrive_create_lead`	Create a new lead with value, labels, and linked contacts
`pipedrive_update_lead`	Update lead fields or archive/unarchive
`pipedrive_delete_lead`	Permanently delete a lead
`pipedrive_search_leads`	Search leads by keyword
`pipedrive_get_lead_labels`	List all available lead labels (for use with label_ids)
`pipedrive_get_lead_sources`	List all available lead sources

Persons / Contacts (6 tools)

Tool	Description
`pipedrive_list_persons`	List contacts with pagination
`pipedrive_get_person`	Get full contact details including resolved custom fields
`pipedrive_create_person`	Create a new contact with email, phone, and org
`pipedrive_update_person`	Update contact fields
`pipedrive_delete_person`	Permanently delete a contact
`pipedrive_search_persons`	Search contacts by name, email, or phone

Organizations (5 tools)

Tool	Description
`pipedrive_list_organizations`	List organizations with pagination
`pipedrive_get_organization`	Get full org details including resolved custom fields
`pipedrive_create_organization`	Create a new organization
`pipedrive_delete_organization`	Permanently delete an organization
`pipedrive_search_organizations`	Search organizations by name or address

Notes (2 tools)

Tool	Description
`pipedrive_list_notes`	List notes filtered by deal, person, or organization
`pipedrive_add_note`	Add a note to a deal, contact, or organization

Activities (3 tools)

Tool	Description
`pipedrive_list_activities`	List activities filtered by deal, person, org, or completion status
`pipedrive_create_activity`	Create a new activity (call, meeting, email, task, etc.)
`pipedrive_update_activity`	Update or mark an activity as done

Pipelines & Stages (2 tools)

Tool	Description
`pipedrive_list_pipelines`	List all sales pipelines
`pipedrive_list_stages`	List stages, optionally filtered by pipeline

Users (1 tool)

Tool	Description
`pipedrive_get_users`	List all users with ID, name, email, and active status

Search (1 tool)

Tool	Description
`pipedrive_search_all`	Global search across all item types simultaneously

Total: 34 tools

Available Prompts

Pre-built conversation starters available in Claude Desktop:

Prompt	Description
`list-all-deals`	Complete overview of all deals organized by status with total pipeline value
`list-all-persons`	Full contact list grouped by organization
`analyze-deals`	Deep pipeline analysis: values, stages, win rates, overdue deals, top deals by owner
`analyze-contacts`	Contact and org overview with deal activity, engagement stats, cold prospects
`find-high-value-deals`	Prioritized list of highest-value open deals with activity flags
`analyze-leads`	Leads analysis: volume, owners, labels, values, upcoming close dates
`compare-pipelines`	Side-by-side comparison of all pipelines with conversion rates

Key Features

Rate limiting — Bottleneck-based rate limiting stays safely under Pipedrive's API limits (70 req/2s)
Custom fields — get_deal, get_person, get_organization automatically resolve custom field hash keys to human-readable names and option labels
Full leads CRUD — Complete lead lifecycle: create, read, update, delete, search, label, archive
Advanced deal filtering — Filter by pipeline, value range, age, title keyword on top of standard filters
Delete operations — Permanently delete deals, leads, persons, and organizations
Global search — Search across all CRM record types in one call
Structured responses — All tools return both markdown text and structured JSON data

Requirements

Node.js 18 or higher
A Pipedrive account with API access
Claude Desktop

Development (local build)

git clone <repo>
cd pipedrive-mcp-server
npm install
npm run build

# Run locally
PIPEDRIVE_API_TOKEN=xxx PIPEDRIVE_COMPANY_DOMAIN=mycompany node dist/index.js

For local use, update claude_desktop_config.json to point to the built file:

{
  "mcpServers": {
    "pipedrive": {
      "command": "node",
      "args": ["/absolute/path/to/pipedrive-mcp-server/dist/index.js"],
      "env": {
        "PIPEDRIVE_API_TOKEN": "your_token",
        "PIPEDRIVE_COMPANY_DOMAIN": "your_subdomain"
      }
    }
  }
}

Publishing to npm

npm login
npm publish

After publishing, anyone can use it via the npx config shown at the top — no local installation needed.

This server cannot be installed

license - permissive license

quality - not tested

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