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comma-compliance

pipedrive-mcp

Server Configuration

Describes the environment variables required to run the server.

NameRequiredDescriptionDefault
LOG_LEVELNodebug, info, warn, errorinfo
SENTRY_DSNNoSentry DSN to enable error tracking (omit to disable)
SENTRY_RELEASENoSentry release tag
SENTRY_ENVIRONMENTNoSentry environment tagproduction
PIPEDRIVE_API_TOKENYesYour Pipedrive API token
PIPEDRIVE_MAX_LIMITNoMaximum page size100
PIPEDRIVE_DEFAULT_LIMITNoDefault page size25
PIPEDRIVE_COMPANY_DOMAINYesYour Pipedrive company domain (subdomain in your Pipedrive URL)
PIPEDRIVE_ENABLE_WRITE_TOOLSNoSet false to expose only read toolstrue
PIPEDRIVE_FIELD_CACHE_TTL_MSNoField metadata cache TTL (5 min)300000
PIPEDRIVE_REQUEST_TIMEOUT_MSNoHTTP request timeout30000
PIPEDRIVE_RATE_LIMIT_SEARCH_PER_2SNoSearch rate limit per 2s4
PIPEDRIVE_RATE_LIMIT_GENERAL_PER_2SNoGeneral rate limit per 2s8

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

CapabilityDetails
tools
{}

Tools

Functions exposed to the LLM to take actions

NameDescription
pipedrive_deals_listB

List deals with filters and pagination. Returns compact deal summaries with IDs, titles, stages, values, and linked entity IDs.

pipedrive_deals_getA

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_summaryB

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_stageC

Move a deal to a different stage (and optionally pipeline).

pipedrive_deals_createC

Create a new deal. Supports custom fields by name or key, and the native Label field via label_ids (IDs or label names).

pipedrive_deals_updateC

Update an existing deal. Supports custom fields by name or key, and the native Label field via label_ids (IDs or label names).

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_getA

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_createC

Create a new person. Supports custom fields by name or key, and the native Label field via label_ids (IDs or label names).

pipedrive_persons_updateC

Update an existing person. Supports custom fields by name or key, and the native Label field via label_ids (IDs or label names).

pipedrive_persons_deleteA

Delete a person. Requires confirm: "DELETE". Supports dry_run.

pipedrive_persons_mergeA

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_getB

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, and the native Label field via label_ids (IDs or label names).

pipedrive_organizations_updateC

Update an existing organization. Supports custom fields by name or key, and the native Label field via label_ids (IDs or label names).

pipedrive_organizations_deleteB

Delete an organization. Requires confirm: "DELETE". Supports dry_run.

pipedrive_organizations_mergeB

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). The note field, if supplied, is plain HTML, passed directly with no CDATA wrapper.

pipedrive_activities_updateC

Update an existing activity. The note field, if supplied, is plain HTML, passed directly with no CDATA wrapper.

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 the activity type key_strings configured for this workspace. Call this before creating an activity if you aren't sure which 'type' values are valid.

pipedrive_notes_listB

List notes, optionally scoped to a deal, person, org, or lead.

pipedrive_notes_getA

Get a single note by ID.

pipedrive_notes_createC

Create a note attached to a deal, person, org, or lead. content_html is plain HTML, passed directly with no CDATA wrapper.

pipedrive_notes_updateC

Update a note's content and pin flags. content_html is plain HTML, passed directly with no CDATA wrapper.

pipedrive_notes_deleteC

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_createC

Add a comment to a note. content_html is plain HTML, passed directly with no CDATA wrapper.

pipedrive_note_comments_updateB

Update a comment on a note. content_html is plain HTML, passed directly with no CDATA wrapper.

pipedrive_note_comments_deleteB

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_listA

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_resultsB

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_createC

Create a new product.

pipedrive_products_updateC

Update an existing product.

pipedrive_products_deleteB

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_addC

Attach a product to a deal with price/quantity.

pipedrive_deal_products_updateC

Update a product attachment on a deal.

pipedrive_deal_products_deleteB

Remove a product from a deal. Requires confirm: "DELETE". Supports dry_run.

pipedrive_product_variations_listC

List a product's variations (id, name, prices).

pipedrive_product_variations_createC

Add a variation to a product.

pipedrive_product_variations_updateC

Update a product variation's name or prices.

pipedrive_product_variations_deleteB

Delete a product variation. Requires confirm: "DELETE". Supports dry_run.

pipedrive_product_deals_listB

List deals a product is attached to, optionally filtered by status.

pipedrive_files_listC

List files, optionally scoped to an entity.

pipedrive_files_getB

Get file metadata and optional download URL.

pipedrive_files_uploadC

Upload a base64-encoded file and attach to an entity.

pipedrive_leads_listB

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_deleteB

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_createB

Create a webhook subscription. Requires confirm: "YES". Supports dry_run.

pipedrive_webhooks_deleteA

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_listC

List messages within a mail thread. Use include_body for full content.

pipedrive_mail_messages_getB

Get a single mail message by ID. Set include_body to true for full content.

pipedrive_mail_threads_updateC

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_activitiesA

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_updatedB

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

NameDescription

No prompts

Resources

Contextual data attached and managed by the client

NameDescription

No resources

TDQS

C2.9/5.0

Scored across 93 tools

Disambiguation3/5

While most tools target distinct resources and actions, the set includes several overlapping convenience wrappers (e.g., pipedrive_deals_summary vs pipedrive_my_pipeline_summary, pipedrive_my_open_deals vs pipedrive_deals_list, and the similarly named pipedrive_product_deals_list vs pipedrive_deal_products_list). Descriptions help clarify intent, but an agent still faces multiple ambiguous pairs.

Naming Consistency4/5

All tools use the pipedrive_ prefix and snake_case with a generally consistent entity_action pattern. Minor deviations exist (e.g., reversed entity order in pipedrive_product_deals_list vs pipedrive_deal_products_list; singular pipedrive_mail_thread_messages_list vs plural pipedrive_mail_threads_list), but naming is largely predictable.

Tool Count1/5

93 tools is an extreme mismatch for a single MCP server; even for a broad CRM like Pipedrive, this far exceeds the well-scoped 3-15 range. Many tools are convenience wrappers that could be consolidated or parameterized to reduce surface area.

Completeness4/5

Core CRM entities (deals, persons, orgs, leads, activities, notes, products, mail) have near-complete CRUD/search coverage with useful lifecycle operations like merge, move_stage, and mark_done. Gaps remain for filter create/update/delete, webhook update, and pipeline/stage management, but these are relatively minor for agent workflows.

Maintenance

ActivityMaintained
ResponsivenessUnresponsive