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. |
Instructions
Guidance the server publishes about itself, which clients place ahead of the tool catalog so the model reads it before choosing anything.
This server publishes no instructions, or was last inspected before Glama recorded them.
Capabilities
Features and capabilities supported by this server
Protocol revision2025-11-25
| 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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