pipedrive-mcp
Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
| LOG_LEVEL | No | debug, info, warn, error | info |
| SENTRY_DSN | No | Sentry DSN to enable error tracking (omit to disable) | |
| SENTRY_RELEASE | No | Sentry release tag | |
| SENTRY_ENVIRONMENT | No | Sentry environment tag | production |
| PIPEDRIVE_API_TOKEN | Yes | Your Pipedrive API token | |
| PIPEDRIVE_MAX_LIMIT | No | Maximum page size | 100 |
| PIPEDRIVE_DEFAULT_LIMIT | No | Default page size | 25 |
| PIPEDRIVE_COMPANY_DOMAIN | Yes | Your Pipedrive company domain (subdomain in your Pipedrive URL) | |
| PIPEDRIVE_ENABLE_WRITE_TOOLS | No | Set false to expose only read tools | true |
| PIPEDRIVE_FIELD_CACHE_TTL_MS | No | Field metadata cache TTL (5 min) | 300000 |
| PIPEDRIVE_REQUEST_TIMEOUT_MS | No | HTTP request timeout | 30000 |
| PIPEDRIVE_RATE_LIMIT_SEARCH_PER_2S | No | Search rate limit per 2s | 4 |
| PIPEDRIVE_RATE_LIMIT_GENERAL_PER_2S | No | General rate limit per 2s | 8 |
Capabilities
Features and capabilities supported by this server
| Capability | Details |
|---|---|
| tools | {} |
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| pipedrive_deals_listB | List deals with filters and pagination. Returns compact deal summaries with IDs, titles, stages, values, and linked entity IDs. |
| pipedrive_deals_getC | Get a single deal by ID with full details including resolved custom fields. |
| pipedrive_deals_searchB | Search deals by term. Returns matching deals with relevance scoring. |
| pipedrive_deals_summaryA | Get a Claude-friendly deal or pipeline snapshot. Pass deal_id for a single deal summary with optional activities/notes/products. Omit deal_id for a pipeline overview with stage counts. |
| pipedrive_deals_move_stageB | Move a deal to a different stage (and optionally pipeline). |
| pipedrive_deals_createC | Create a new deal. Supports custom fields by name or key. |
| pipedrive_deals_updateB | Update an existing deal. Supports custom fields by name or key. |
| pipedrive_deals_deleteA | Delete a deal. Requires confirm: "DELETE". Supports dry_run for preview. |
| pipedrive_persons_listC | List persons with filters and pagination. |
| pipedrive_persons_getB | Get a single person by ID with full details including resolved custom fields. |
| pipedrive_persons_searchC | Search persons by name, email, phone, or custom fields. |
| pipedrive_persons_createB | Create a new person. Supports custom fields by name or key. |
| pipedrive_persons_updateB | Update an existing person. Supports custom fields by name or key. |
| pipedrive_persons_deleteA | Delete a person. Requires confirm: "DELETE". Supports dry_run. |
| pipedrive_persons_mergeB | Merge two persons. Source is merged into target. Requires confirm: "MERGE". Supports dry_run. |
| pipedrive_organizations_listC | List organizations with filters and pagination. |
| pipedrive_organizations_getA | Get a single organization by ID with full details including resolved custom fields. |
| pipedrive_organizations_searchC | Search organizations by name, address, or custom fields. |
| pipedrive_organizations_createB | Create a new organization. Supports custom fields by name or key. |
| pipedrive_organizations_updateB | Update an existing organization. Supports custom fields by name or key. |
| pipedrive_organizations_deleteA | Delete an organization. Requires confirm: "DELETE". Supports dry_run. |
| pipedrive_organizations_mergeA | Merge two organizations. Source is merged into target. Requires confirm: "MERGE". Supports dry_run. |
| pipedrive_activities_listC | List activities with filters and pagination. |
| pipedrive_activities_getB | Get a single activity by ID. |
| pipedrive_activities_createC | Create a new activity (call, meeting, task, etc). |
| pipedrive_activities_updateC | Update an existing activity. |
| pipedrive_activities_mark_doneC | Mark an activity as done or undone. |
| pipedrive_activities_deleteB | Delete an activity. Requires confirm: "DELETE". Supports dry_run. |
| pipedrive_activity_types_listA | List all available activity types. |
| pipedrive_notes_listC | List notes, optionally scoped to a deal, person, org, or lead. |
| pipedrive_notes_getA | Get a single note by ID. |
| pipedrive_notes_createA | Create a note attached to a deal, person, org, or lead. Content is HTML. |
| pipedrive_notes_updateC | Update a note's content and pin flags. |
| pipedrive_notes_deleteA | Delete a note. Requires confirm: "DELETE". Supports dry_run. |
| pipedrive_note_comments_listC | List comments on a note. |
| pipedrive_note_comments_getB | Get a single comment by UUID on a note. |
| pipedrive_note_comments_createA | Add a comment to a note. Content is HTML. |
| pipedrive_note_comments_updateB | Update a comment on a note. |
| pipedrive_note_comments_deleteA | Delete a comment from a note. Requires confirm: "DELETE". Supports dry_run. |
| pipedrive_pipelines_listC | List all pipelines. |
| pipedrive_pipelines_getB | Get a single pipeline by ID. |
| pipedrive_stages_listC | List stages, optionally filtered by pipeline. |
| pipedrive_stages_getA | Get a single stage by ID. |
| pipedrive_custom_fields_listA | List field metadata for an entity type. Returns field keys, names, types, and options for enum/set fields. Use this to discover available custom fields before using custom_fields_by_name. |
| pipedrive_users_listC | List all Pipedrive users in the account. |
| pipedrive_users_getA | Get a single user by ID. |
| pipedrive_users_permissionsB | Get permissions for a specific user. |
| pipedrive_filters_listA | List all saved filters, optionally by entity type. |
| pipedrive_filters_getA | Get a single filter definition by ID. |
| pipedrive_filters_resultsC | Run a saved filter and return matching entities with pagination. |
| pipedrive_products_listC | List products with filters and pagination. |
| pipedrive_products_getB | Get a single product by ID. |
| pipedrive_products_createB | Create a new product. |
| pipedrive_products_updateC | Update an existing product. |
| pipedrive_products_deleteA | Delete a product. Requires confirm: "DELETE". Supports dry_run. |
| pipedrive_products_searchC | Search products by name or code. |
| pipedrive_deal_products_listB | List products attached to a deal. |
| pipedrive_deal_products_addB | Attach a product to a deal with price/quantity. |
| pipedrive_deal_products_updateC | Update a product attachment on a deal. |
| pipedrive_deal_products_deleteA | Remove a product from a deal. Requires confirm: "DELETE". Supports dry_run. |
| pipedrive_files_listC | List files, optionally scoped to an entity. |
| pipedrive_files_getA | Get file metadata and optional download URL. |
| pipedrive_files_uploadC | Upload a base64-encoded file and attach to an entity. |
| pipedrive_leads_listC | List leads with filters and pagination. |
| pipedrive_leads_getA | Get a single lead by ID. |
| pipedrive_leads_createB | Create a new lead. Requires at least person_id or organization_id. |
| pipedrive_leads_updateC | Update an existing lead. |
| pipedrive_leads_deleteA | Delete a lead. Requires confirm: "DELETE". Supports dry_run. |
| pipedrive_leads_searchC | Search leads by term (uses v2 search API). |
| pipedrive_webhooks_listB | List all webhooks. |
| pipedrive_webhooks_createC | Create a webhook subscription. Requires confirm: "YES". Supports dry_run. |
| pipedrive_webhooks_deleteB | Delete a webhook. Requires confirm: "YES". Supports dry_run. |
| pipedrive_mail_threads_listB | List mail threads, optionally filtered by folder (inbox, drafts, sent, archive). |
| pipedrive_mail_threads_getA | Get a single mail thread by ID with full details. |
| pipedrive_mail_thread_messages_listA | List messages within a mail thread. Use include_body for full content. |
| pipedrive_mail_messages_getA | Get a single mail message by ID. Set include_body to true for full content. |
| pipedrive_mail_threads_updateB | Update a mail thread: link to deal/lead, mark read/unread, archive/unarchive, share. |
| pipedrive_mail_threads_deleteA | Delete a mail thread. Requires confirm: "DELETE". Supports dry_run. |
| pipedrive_deal_mail_messages_listC | List mail messages linked to a deal. |
| pipedrive_person_mail_messages_listC | List mail messages linked to a person. |
| pipedrive_meA | Show the current Pipedrive user (API token owner). Pass as_user to resolve a different team member by name or email. |
| pipedrive_my_open_dealsA | List open deals owned by the current user (or as_user). Sorted by most recently updated. |
| pipedrive_my_overdue_activitiesB | Show activities that are past due and not yet done for the current user (or as_user). |
| pipedrive_my_upcoming_activitiesA | Show upcoming activities for the next N days (default 7) for the current user (or as_user). |
| pipedrive_recently_updatedA | Show deals, persons, or organizations updated in the last N days (default 7). Optionally filter by user. |
| pipedrive_my_pipeline_summaryB | Pipeline snapshot for the current user (or as_user) showing deal counts and values by stage. |
| pipedrive_stale_dealsA | Find open deals that haven't been updated in N days (default 30). Optionally filter by user or pipeline. |
| pipedrive_people_needing_followupA | Find contacts owned by the current user (or as_user) that have no next activity scheduled. |
Prompts
Interactive templates invoked by user choice
| Name | Description |
|---|---|
No prompts | |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
No resources | |
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