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ckalima

Pipedrive MCP Server

Server Configuration

Describes the environment variables required to run the server.

NameRequiredDescriptionDefault
PIPEDRIVE_API_KEYYesYour Pipedrive API key (40 characters). Find it in Pipedrive under Settings > Personal preferences > API.

Capabilities

Features and capabilities supported by this server

CapabilityDetails
tools
{}

Tools

Functions exposed to the LLM to take actions

NameDescription
pipedrive_list_dealsA

List deals from Pipedrive with optional filtering by owner, person, organization, pipeline, stage, or status. Returns paginated results.

pipedrive_get_dealA

Get detailed information about a specific deal by ID, including all standard and custom fields.

pipedrive_create_dealA

Create a new deal in Pipedrive. Only title is required; all other fields are optional.

pipedrive_update_dealA

Update an existing deal in Pipedrive. Specify the deal ID and any fields to update.

pipedrive_search_dealsA

Search for deals by text in title. Supports fuzzy matching by default.

pipedrive_list_deal_followersB

List all followers for a deal.

pipedrive_add_deal_followerB

Add a follower to a deal.

pipedrive_get_deal_followers_changelogA

Get the followers changelog for a deal.

pipedrive_list_deal_productsA

List line-item products attached to a deal. Returns paginated results.

pipedrive_add_deal_productB

Attach a single product as a line item to a deal.

pipedrive_update_deal_productA

Update a line-item product attached to a deal. All body fields optional.

pipedrive_bulk_add_deal_productsA

Bulk-add up to 100 line-item products to a deal in one request.

pipedrive_list_deal_discountsB

List all additional discounts applied to a deal.

pipedrive_add_deal_discountC

Add an additional discount to a deal.

pipedrive_update_deal_discountA

Update an additional discount on a deal. All fields except IDs are optional.

pipedrive_list_deal_installmentsA

List installments across one or more deals. Requires deal_ids. Growth+ plan required.

pipedrive_add_deal_installmentA

Add an installment (payment schedule entry) to a deal. Growth+ plan required; the deal must have at least one one-time product and no recurring products.

pipedrive_update_deal_installmentB

Update an installment on a deal. Growth+ plan required; all body fields optional.

pipedrive_list_archived_dealsA

List archived deals with the same filtering as the active deals list (owner, person, organization, pipeline, stage, status). Returns paginated results.

pipedrive_get_deal_conversion_statusA

Get the status of a deal-to-lead conversion job. Status contract: 'completed' (terminal, carries lead_id), 'failed'/'rejected' (terminal, stop polling, no lead produced), 'not_started'/'running' (in-progress, re-poll). Only 'completed' carries lead_id, and conversion status is purged after a few days, so a 404 returned after a prior valid status means the status was purged (terminal stop-polling signal, not a transient error). Use a bounded poll budget (e.g. up to ~6 attempts with short backoff), not an unbounded loop.

pipedrive_list_personsB

List persons (contacts) from Pipedrive with optional filtering by owner, organization, or first letter of name.

pipedrive_get_personA

Get detailed information about a specific person by ID.

pipedrive_create_personA

Create a new person (contact) in Pipedrive. Only name is required.

pipedrive_update_personB

Update an existing person in Pipedrive.

pipedrive_search_personsA

Search for persons by name, email, or phone number.

pipedrive_list_person_followersA

List all followers for a person.

pipedrive_add_person_followerB

Add a follower to a person.

pipedrive_get_person_followers_changelogA

Get the followers changelog for a person.

pipedrive_get_person_pictureA

Get the picture for a person (read-only; returns picture metadata and sized image URLs). Returns an error if the person has no picture.

pipedrive_list_activitiesA

List activities from Pipedrive with optional filtering by owner, deal, person, organization, type, or completion status.

pipedrive_get_activityB

Get detailed information about a specific activity by ID.

pipedrive_create_activityB

Create a new activity in Pipedrive. Subject and type are required.

pipedrive_update_activityA

Update an existing activity in Pipedrive. Use this to mark activities as done.

pipedrive_list_notesA

List notes from Pipedrive with optional filtering by deal, person, organization, or lead.

pipedrive_get_noteA

Get detailed information about a specific note by ID.

pipedrive_create_noteA

Create a new note in Pipedrive. Content is required. Link to a deal, person, organization, or lead.

pipedrive_update_noteB

Update an existing note in Pipedrive.

pipedrive_list_leadsA

List active (non-archived) leads from Pipedrive with optional filtering by owner, person, or organization.

pipedrive_list_archived_leadsA

List archived leads from Pipedrive with optional filtering by owner, person, or organization.

pipedrive_get_leadA

Get detailed information about a specific lead by UUID.

pipedrive_create_leadA

Create a new lead in Pipedrive. Title is required; link to at least one of person_id or organization_id.

pipedrive_update_leadB

Update an existing lead in Pipedrive.

pipedrive_search_leadsA

Search for leads in Pipedrive by title or associated contacts.

pipedrive_convert_lead_to_dealA

Convert a lead into a deal (Pipedrive v2). The conversion runs asynchronously; this tool polls until it completes (typically under 5s) and returns the new deal ID. If it is still running after ~30s, it returns the conversion_id and status for manual follow-up.

pipedrive_get_lead_conversion_statusB

Get the status of an async lead-to-deal conversion by conversion ID (Pipedrive v2 GET /leads/{id}/convert/status/{conversion_id}).

pipedrive_list_projectsA

List projects from Pipedrive with optional filtering by board, phase, or status. Returns paginated results. (Requires the Projects add-on; Projects API is in public beta.)

pipedrive_get_projectA

Get detailed information about a specific project by ID. (Requires the Projects add-on; Projects API is in public beta.)

pipedrive_create_projectA

Create a new project in Pipedrive. Requires title, board_id, and phase_id. (Requires the Projects add-on; Projects API is in public beta.)

pipedrive_update_projectA

Update an existing project in Pipedrive. (Requires the Projects add-on; Projects API is in public beta.)

pipedrive_search_projectsA

Search for projects in Pipedrive by title. (Requires the Projects add-on; Projects API is in public beta.)

pipedrive_archive_projectA

Archive a project by setting its status to archived. (Requires the Projects add-on; Projects API is in public beta.)

pipedrive_list_project_tasksA

List tasks for a project you already have the ID for — pass only id (the project ID). For broader task queries use pipedrive_list_tasks. (Projects add-on; Projects API in public beta.)

pipedrive_list_project_templatesA

List all project templates available in Pipedrive. Returns paginated results.

pipedrive_get_project_templateA

Get detailed information about a specific project template by ID.

pipedrive_list_archived_projectsA

List archived projects from Pipedrive with optional filtering by filter, phase, or status. (Projects add-on; Projects API in public beta.)

pipedrive_get_project_permitted_usersA

Get the list of user IDs that have permission to access a project. Returns an array of integer user IDs. (Projects add-on; Projects API in public beta.)

pipedrive_get_project_changelogA

Get the changelog for a project, showing what changed, when, and by whom. Returns paginated entries with actor_user_id, new_values, and old_values. (Projects add-on; Projects API in public beta.)

pipedrive_list_productsA

List products from Pipedrive with optional filtering by owner, IDs, or filter.

pipedrive_get_productA

Get detailed information about a specific product by ID.

pipedrive_search_productsB

Search for products by name, code, or custom fields.

pipedrive_create_productB

Create a new product in Pipedrive. Only name is required.

pipedrive_update_productB

Update an existing product in Pipedrive.

pipedrive_list_product_variationsB

List all variations for a product.

pipedrive_add_product_variationB

Add a variation to a product.

pipedrive_update_product_variationB

Update an existing product variation.

pipedrive_list_product_followersA

List all followers for a product.

pipedrive_add_product_followerB

Add a follower to a product.

pipedrive_get_product_followers_changelogA

Get the followers changelog for a product.

pipedrive_get_product_imageA

Get the image of a product (returns a single image with a public URL valid for 7 days).

pipedrive_upload_product_imageA

Upload an image for a product. Provide the image via EITHER file_path OR base64_data (exactly one required). Supports png, jpeg, gif, and webp. Note: file_path is read by the SERVER process via the filesystem and is disabled by default; the operator must set PIPEDRIVE_IMAGE_BASE_DIR and the path must resolve within it; otherwise use base64_data, which is transport-safe.

pipedrive_update_product_imageA

Update (replace) the image of a product. Provide the image via EITHER file_path OR base64_data (exactly one required). Supports png, jpeg, gif, and webp. Note: file_path is read by the SERVER process via the filesystem and is disabled by default; the operator must set PIPEDRIVE_IMAGE_BASE_DIR and the path must resolve within it; otherwise use base64_data, which is transport-safe.

pipedrive_list_tasksA

General task query across all projects, with optional project_id, assignee_id, done/milestone, and parent filters. Use for anything beyond a single project's full task list. (Projects add-on; Projects API in public beta.)

pipedrive_get_taskA

Get detailed information about a specific task by ID. (Projects add-on; Projects API in public beta.)

pipedrive_create_taskA

Create a new task in a project. title and project_id are required. Use boolean is_done/is_milestone (same field names as the GET response); a milestone task must have a due_date. (Projects add-on; Projects API in public beta.)

pipedrive_update_taskA

Update an existing task. Only id is required; all other fields are optional. Use boolean is_done/is_milestone (same field names as the GET response); a milestone task must have a due_date. (Projects add-on; Projects API in public beta.)

pipedrive_list_boardsA

List all project boards. Returns the complete list (no pagination — the boards endpoint returns all records at once). (Projects add-on; Projects API in public beta.)

pipedrive_get_boardA

Get detailed information about a specific project board by ID. (Projects add-on; Projects API in public beta.)

pipedrive_create_boardC

Create a new project board. name is required. (Projects add-on; Projects API in public beta.)

pipedrive_update_boardA

Update an existing project board. Only id is required; all other fields are optional. (Projects add-on; Projects API in public beta.)

pipedrive_list_phasesA

List all phases for a project board. board_id is required. Returns the complete list (no pagination — the phases endpoint returns all records for a board at once). (Projects add-on; Projects API in public beta.)

pipedrive_get_phaseA

Get detailed information about a specific project phase by ID. (Projects add-on; Projects API in public beta.)

pipedrive_create_phaseB

Create a new project phase. name and board_id are required. (Projects add-on; Projects API in public beta.)

pipedrive_update_phaseA

Update an existing project phase. Only id is required; all other fields are optional. Set board_id to move this phase to a different board. (Projects add-on; Projects API in public beta.)

pipedrive_get_person_emailsA

Get email messages linked to a person (company-wide, all users' emails). Returns metadata for emails from any user's mailbox that are linked to this person. Note: To get full message body, use pipedrive_get_mail_message, but only for emails in YOUR mailbox.

pipedrive_get_deal_emailsA

Get email messages linked to a deal (company-wide, all users' emails). Returns metadata for emails from any user's mailbox that are linked to this deal. Note: To get full message body, use pipedrive_get_mail_message, but only for emails in YOUR mailbox.

pipedrive_list_mail_threadsA

List mail threads from YOUR mailbox only (authenticated user). Other users' threads are not accessible. Use folder parameter to filter by inbox, drafts, sent, or archive.

pipedrive_get_mail_threadA

Get a mail thread with messages. Access depends on visibility settings - threads visible within deals/persons you can access should work. Returns 404 if the thread isn't accessible to you.

pipedrive_get_mail_messageA

Get full email message with body. Access depends on visibility settings - messages linked to deals/persons you can access should work, even if sent by other users.

pipedrive_list_organization_fieldsA

List all organization field definitions, including custom fields. Use this to map 40-character field keys to human-readable names.

pipedrive_list_deal_fieldsA

List all deal field definitions, including custom fields. Essential for understanding deal data structure.

pipedrive_list_person_fieldsA

List all person field definitions, including custom fields. Use to understand contact data structure.

pipedrive_list_product_fieldsA

List all product field definitions, including custom fields.

pipedrive_list_project_fieldsA

List all project field definitions, including custom fields. (Projects add-on; Projects API in public beta.)

pipedrive_get_fieldA

Get details of a specific field by its key. Useful for looking up what a 40-character hash field key means.

pipedrive_create_deal_fieldA

Create a deal custom field. field_name and field_type are required. For enum/set types, options is required. The response data.field_code is the 40-char hash you must keep to update or delete the field later.

pipedrive_update_deal_fieldA

Update a deal custom field by field_code. field_type and field_code cannot be changed.

pipedrive_update_deal_field_optionsA

Bulk-update option labels of a deal enum/set field. Atomic: the whole request fails if any option ID does not exist.

pipedrive_create_person_fieldA

Create a person custom field. field_name and field_type are required. For enum/set types, options is required. The response data.field_code is the 40-char hash to keep for later updates.

pipedrive_update_person_fieldA

Update a person custom field by field_code. field_type and field_code cannot be changed.

pipedrive_update_person_field_optionsA

Bulk-update option labels of a person enum/set field. Atomic: the whole request fails if any option ID does not exist.

Prompts

Interactive templates invoked by user choice

NameDescription

No prompts

Resources

Contextual data attached and managed by the client

NameDescription

No resources

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