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Pipedrive MCP Server

pipedrive_create_project

Create a new project in Pipedrive by specifying title, board ID, and phase ID. Optionally add description, status, owner, dates, and link deals, persons, organizations, or labels.

Instructions

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

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
titleYesProject title (required)
board_idYesBoard ID the project belongs to (required)
phase_idYesPhase ID within the board (required)
descriptionNoProject description
statusNoProject status
owner_idNoOwner user ID
start_dateNoProject start date (YYYY-MM-DD)
end_dateNoProject end date (YYYY-MM-DD)
deal_idsNoDeal IDs linked to the project
person_idsNoPerson IDs linked to the project
org_idsNoOrganization IDs linked to the project
label_idsNoLabel IDs to attach to the project
Behavior4/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

Annotations already indicate readOnlyHint=false, destructiveHint=false, idempotentHint=false. The description adds the add-on and beta context, which is valuable behavioral information beyond annotations. No contradiction.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness5/5

Is the description appropriately sized, front-loaded, and free of redundancy?

Three concise sentences with no wasted words. The most important information is front-loaded: action, resource, and required fields.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness4/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

Given the 12 parameters and no output schema, the description covers the essential context (required fields, add-on requirement). It could mention expected return value, but the schema's parameter descriptions fill most gaps.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters3/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema coverage is 100%, so the description's mention of required parameters is not adding much beyond the schema. It does not elaborate on optional parameters, which is adequate given the schema's completeness.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description clearly states the action ('Create'), the resource ('a new project'), and the required fields. It distinguishes from sibling tools like pipedrive_create_deal or pipedrive_archive_project.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines4/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

The description mentions the prerequisite (Projects add-on) and beta status, which helps the agent decide when to use it. However, it does not explicitly state when not to use or provide alternative tools for creating projects.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

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