Pipedrive MCP Server
Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
| PIPEDRIVE_API_TOKEN | Yes | Your Pipedrive personal API token, obtained from Personal Settings → API in your Pipedrive account. |
Capabilities
Features and capabilities supported by this server
| Capability | Details |
|---|---|
| tools | {} |
| prompts | {} |
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| get_dealsC | Get a list of deals from Pipedrive |
| get_dealC | Get a specific deal by ID |
| search_dealsC | Search for deals |
| get_personsC | Get a list of persons from Pipedrive |
| get_personC | Get a specific person by ID |
| search_personsC | Search for persons |
| get_organizationsC | Get a list of organizations from Pipedrive |
| get_organizationC | Get a specific organization by ID |
| search_organizationsC | Search for organizations |
| get_pipelinesC | Get all pipelines |
| get_pipelineC | Get a specific pipeline by ID |
| get_stagesC | Get pipeline stages |
| get_stageB | Get a specific stage by ID |
| get_activitiesC | Get a list of activities from Pipedrive |
| get_activityC | Get a specific activity by ID |
| get_notesC | Get a list of notes from Pipedrive |
| get_noteB | Get a specific note by ID |
| search_itemsC | Search across multiple item types in Pipedrive |
| get_usersC | Get all users (salespersons) from Pipedrive |
| get_userB | Get details of a specific user by ID |
| get_current_userB | Get details of the current authenticated user |
| get_deals_summaryA | Get a summarized list of deals (optimized for token usage) - shows essential fields only |
| get_persons_summaryA | Get a summarized list of persons (optimized for token usage) - shows essential fields only |
| get_organizations_summaryB | Get a summarized list of organizations (optimized for token usage) - shows essential fields only |
| get_activities_summaryA | Get a summarized list of activities (optimized for token usage) - shows essential fields only |
| get_overviewA | Get a high-level overview with key metrics and recent items (very token-efficient) |
| search_summarizedB | Search across all Pipedrive items with summarized results (token-optimized) |
| get_current_quarter_dealsA | Get deals for the current quarter with date context (automatically uses correct quarter based on today's date) |
| get_quarter_summaryC | Get comprehensive quarterly summary with key metrics and current quarter context |
| get_quarterly_progressC | Get progress tracking for current quarter with forecasting data and date awareness |
Prompts
Interactive templates invoked by user choice
| Name | Description |
|---|---|
| list_all_deals | List all deals with their details |
| search_person | Search for a person by name |
| get_organization_deals | Get all deals for a specific organization |
| pipeline_overview | Get overview of all pipelines and their stages |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
No resources | |
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