How do I use PipeDrive MCP Server?

1. Click on "Install Server". 2. Wait a few minutes for the server to deploy. Once ready, it will show a "Started" state. 3. In the chat, type @ followed by the MCP server name and your instructions, e.g., "@PipeDrive MCP Server analyze my deal loss reasons" That's it! The server will respond to your query, and you can continue using it as needed. Here is a step-by-step guide with screenshots.

PipeDrive MCP Server

by GarethWright

Overview Schema Related Servers Score Discussions

JavaScript

Remote

Pipedrive MCP Server

A comprehensive Model Context Protocol (MCP) server for the Pipedrive CRM API. Exposes 100 tools — 94 standard API tools covering every major Pipedrive resource, plus 6 built-in analytics tools for performance reporting, loss analysis, and pipeline health — so any MCP-compatible AI (Claude, ChatGPT, Codex, etc.) can read, write, and analyse your CRM data conversationally.

Tools Reference

Deals (9)

Tool	Description
`pipedrive_list_deals`	List deals with optional filtering by user, stage, status
`pipedrive_get_deal`	Get a single deal by ID
`pipedrive_create_deal`	Create a new deal
`pipedrive_update_deal`	Update an existing deal
`pipedrive_delete_deal`	Delete a deal
`pipedrive_search_deals`	Full-text search across deals
`pipedrive_get_deal_activities`	List all activities on a deal
`pipedrive_get_deals_summary`	Aggregate totals by pipeline/stage
`pipedrive_get_deals_timeline`	Deals over time with configurable interval

Persons / Contacts (6)

Tool	Description
`pipedrive_list_persons`	List persons with optional filtering
`pipedrive_get_person`	Get a person by ID
`pipedrive_create_person`	Create a new person
`pipedrive_update_person`	Update a person
`pipedrive_delete_person`	Delete a person
`pipedrive_search_persons`	Full-text search across persons
`pipedrive_get_person_deals`	Get all deals linked to a person

Organizations (6)

Tool	Description
`pipedrive_list_organizations`	List organizations
`pipedrive_get_organization`	Get an organization by ID
`pipedrive_create_organization`	Create a new organization
`pipedrive_update_organization`	Update an organization
`pipedrive_delete_organization`	Delete an organization
`pipedrive_search_organizations`	Full-text search across organizations
`pipedrive_get_organization_deals`	Get all deals for an organization
`pipedrive_get_organization_persons`	Get all persons in an organization

Activities (5)

Tool	Description
`pipedrive_list_activities`	List activities with date/type filtering
`pipedrive_get_activity`	Get an activity by ID
`pipedrive_create_activity`	Create a new activity
`pipedrive_update_activity`	Update an activity
`pipedrive_delete_activity`	Delete an activity

Leads (6)

Tool	Description
`pipedrive_list_leads`	List all leads
`pipedrive_get_lead`	Get a lead by ID
`pipedrive_create_lead`	Create a new lead
`pipedrive_update_lead`	Update a lead
`pipedrive_delete_lead`	Delete a lead
`pipedrive_search_leads`	Full-text search across leads

Notes (5)

Tool	Description
`pipedrive_list_notes`	List notes with filtering
`pipedrive_get_note`	Get a note by ID
`pipedrive_create_note`	Create a note linked to deal/person/org
`pipedrive_update_note`	Update a note
`pipedrive_delete_note`	Delete a note

Products (6)

Tool	Description
`pipedrive_list_products`	List products with filtering
`pipedrive_get_product`	Get a product by ID
`pipedrive_create_product`	Create a new product
`pipedrive_update_product`	Update a product
`pipedrive_delete_product`	Delete a product
`pipedrive_search_products`	Full-text search across products

Pipelines (6)

Tool	Description
`pipedrive_list_pipelines`	List all pipelines
`pipedrive_get_pipeline`	Get a pipeline by ID
`pipedrive_create_pipeline`	Create a pipeline
`pipedrive_update_pipeline`	Update a pipeline
`pipedrive_delete_pipeline`	Delete a pipeline
`pipedrive_get_pipeline_deals`	Get deals in a pipeline
`pipedrive_get_pipeline_conversion_statistics`	Funnel conversion stats
`pipedrive_get_pipeline_movement_statistics`	Deal movement statistics

Stages (5)

Tool	Description
`pipedrive_list_stages`	List all stages
`pipedrive_get_stage`	Get a stage by ID
`pipedrive_create_stage`	Create a stage
`pipedrive_update_stage`	Update a stage
`pipedrive_delete_stage`	Delete a stage
`pipedrive_get_stage_deals`	Get deals in a stage

Users (3)

Tool	Description
`pipedrive_list_users`	List all users in the company
`pipedrive_get_user`	Get a user by ID
`pipedrive_get_current_user`	Get the authenticated user

Projects (5)

Tool	Description
`pipedrive_list_projects`	List all projects
`pipedrive_get_project`	Get a project by ID
`pipedrive_create_project`	Create a project
`pipedrive_update_project`	Update a project
`pipedrive_delete_project`	Delete a project

Custom Fields (5)

Tool	Description
`pipedrive_list_deal_fields`	List all custom deal fields
`pipedrive_create_deal_field`	Create a custom deal field
`pipedrive_delete_deal_field`	Delete a custom deal field
`pipedrive_list_person_fields`	List all custom person fields
`pipedrive_create_person_field`	Create a custom person field
`pipedrive_list_organization_fields`	List all custom org fields

Webhooks (3)

Tool	Description
`pipedrive_list_webhooks`	List all configured webhooks
`pipedrive_create_webhook`	Create a webhook subscription
`pipedrive_delete_webhook`	Delete a webhook

Files (3)

Tool	Description
`pipedrive_list_files`	List all uploaded files
`pipedrive_get_file`	Get file metadata by ID
`pipedrive_delete_file`	Delete a file

Mail (3)

Tool	Description
`pipedrive_list_mail_threads`	List mail threads
`pipedrive_get_mail_thread`	Get a mail thread by ID
`pipedrive_get_mail_thread_messages`	Get all messages in a thread

Call Logs (2)

Tool	Description
`pipedrive_list_call_logs`	List call logs
`pipedrive_create_call_log`	Log a call against a deal/person

Search & Misc (8)

Tool	Description
`pipedrive_search`	Global search across all entity types
`pipedrive_search_leads`	Search leads
`pipedrive_list_filters`	List saved filters
`pipedrive_get_filter`	Get a filter by ID
`pipedrive_get_recents`	Get recently changed items
`pipedrive_list_activity_types`	List activity type definitions
`pipedrive_list_currencies`	List supported currencies
`pipedrive_list_goals`	List goals
`pipedrive_get_subscription`	Get subscription details
`pipedrive_create_recurring_subscription`	Create a recurring subscription

Analytics & Reporting Tools

In addition to the 94 standard API tools above, the server includes 6 built-in analytics tools that aggregate and analyse your Pipedrive data to produce actionable reports. These tools go beyond raw API access — they fetch and process data server-side to surface patterns, risks, and performance insights directly in your AI conversation.

These tools are designed to be used conversationally. Ask your AI assistant in plain English and it will choose the right tool, run the analysis, and present the findings.

`pipedrive_performance_report`

Generates a win/loss performance report for a given period with a composite leaderboard that ranks reps across four dimensions: win rate, volume, closing speed, and average deal value.

Parameters

Parameter	Type	Description
`period`	`daily` \| `weekly` \| `monthly`	Report period (ignored if date range supplied)
`offset`	number	Periods back from today (0 = current, 1 = previous)
`date_from`	string	Custom start date `YYYY-MM-DD`
`date_to`	string	Custom end date `YYYY-MM-DD`
`pipeline_id`	number	Restrict to a specific pipeline

Composite Scoring Methodology

The leaderboard uses a 0–100 composite score to prevent any single metric from dominating:

Dimension	Weight	How it's calculated
Win Rate	30%	Deals won ÷ total closed
Volume	25%	Won deals normalised against top performer
Speed	20%	Avg days to close vs team median (faster = higher, capped at 1.5×)
Deal Value	25%	Avg won deal value normalised against top performer

This means a rep with a 100% win rate on 2 deals will not outscore someone closing 60 deals at 70% — volume and value matter.

Example prompts

"Show me this month's performance report"
"How did the team do in Q1 2026?"
"Give me a performance report for January 2026"
"Who had the best performance score last month?"

Example output

Period: 2026-01-01 → 2026-01-31

Summary
  Deals won:      42      Win rate:   58.3%
  Deals lost:     30      Revenue won: £284,750
  New deals:      118     Avg deal:    £6,779

Leaderboard
  #1 Alex Chen        Score: 74.2   Won: 12  Rate: 100%  Avg: £18,400  Speed: 8 days
     Win rate: 30/30  Volume: 18/25  Speed: 8/20  Value: 18.2/25

  #2 Jordan Mills     Score: 61.8   Won: 18  Rate: 72%   Avg: £8,200   Speed: 12 days
     Win rate: 21.6/30  Volume: 25/25  Speed: 12.3/20  Value: 3/25 (low value deals)

  #3 Sam Rivera       Score: 49.3   Won: 8   Rate: 66%   Avg: £5,100   Speed: 41 days
     Win rate: 19.8/30  Volume: 11.1/25  Speed: 6.7/20  Value: 11.8/25

  #4 Casey Park       Score: 31.1   Won: 4   Rate: 44%   Avg: £1,200   Speed: 5 days
     Win rate: 13.2/30  Volume: 5.6/25  Speed: 14.5/20  Value: 1.4/25

Won by stage: Stage 6 (38), Stage 8 (4)

`pipedrive_loss_analysis`

Analyses lost deals to identify patterns — top loss reasons, which reps are losing most, which stages deals fall at, and high-value losses.

Parameters

Parameter	Type	Description
`period`	`daily` \| `weekly` \| `monthly`	Optional window (omit for all-time)
`offset`	number	Periods back from today
`pipeline_id`	number	Restrict to a pipeline
`min_value`	number	Only include deals above this value

Example prompts

"Why are we losing deals this month?"
"Show me all-time loss reasons"
"What deals over £5,000 did we lose last quarter?"
"Which rep has the most losses and what are the reasons?"

Example output

Loss Analysis — March 2026

Summary
  Total lost:      34     Total lost value:  £128,440
  No reason logged: 4 (11.8%) ← data quality flag

Top Loss Reasons
  Unresponsive                  14  (41%)  £38,200
  Price vs Competitor            7  (21%)  £52,100
  Job Not Going Ahead            6  (18%)  £18,900
  Budget Changed                 4  (12%)  £14,240
  Existing Relationship          3   (9%)  £5,000

Losses by Rep
  Jordan Mills    12 losses  — mainly Unresponsive (9)
  Casey Park       9 losses  — mainly Price (5), Budget (3)
  Sam Rivera       8 losses  — mainly Job Not Going Ahead (6)
  Alex Chen        1 loss    — Duplicate Deal

High-Value Losses (top 3)
  Westfield Construction — £44,000 — "Price vs Competitor" (Casey Park)
  Hartley Group — £28,500 — "Unresponsive" (Jordan Mills)
  NovaCivil Ltd — £18,200 — "Job Not Going Ahead" (Sam Rivera)

`pipedrive_pipeline_health`

Assesses your open pipeline for risk: stale deals, overdue close dates, missing data, and deals with no next activity scheduled.

Parameters

Parameter	Type	Description
`pipeline_id`	number	Restrict to a pipeline
`stale_days`	number	Days without activity to flag as stale (default 30)
`limit`	number	Max deals returned per risk category (default 50)

Example prompts

"How healthy is the pipeline?"
"Show me all deals that haven't been touched in 60 days"
"Which deals are past their expected close date?"
"Flag any open deals missing a value or contact"

Example output

Pipeline Health Report

Summary
  Total open deals:        312     Pipeline value:    £2,840,000
  Weighted value:          £1,190,000
  Stale (30+ days):        187  (60%)  ← attention needed
  Past expected close:      41  (13%)
  Missing deal value:       78  (25%)  ← forecasting risk
  No next activity:        142  (46%)
  No contact linked:        22   (7%)
  Zero activities ever:     54  (17%)

Risk: Most Stale Deals
  Northgate Retail — last activity: 94 days ago — £28,000 — Owner: Jordan Mills
  Apex Logistics — last activity: 87 days ago — £14,500 — Owner: Casey Park
  Redhill Partners — last activity: 71 days ago — £9,200 — Owner: Sam Rivera
  ... (184 more)

Risk: Past Expected Close
  Meridian Build — due 2025-11-30 — 116 days overdue — £42,000
  Creston Homes — due 2025-12-15 — 101 days overdue — £18,750

Stale Deals by Owner
  Jordan Mills: 68    Casey Park: 51    Sam Rivera: 44    Alex Chen: 24

Deals by Stage
  Stage 3: 94    Stage 4: 87    Stage 5: 61    Stage 6: 38    Stage 7: 32

`pipedrive_activity_audit`

Audits activity logging quality across the team: deals with no activities, overdue tasks, missing call logs, and a per-rep hygiene score.

Parameters

Parameter	Type	Description
`pipeline_id`	number	Restrict to a pipeline
`days_back`	number	Look-back window in days (default 90)

Example prompts

"Show me the activity audit for the last 30 days"
"Which reps have overdue activities?"
"Who has the worst logging hygiene?"
"How many open deals have zero activities logged?"

Example output

Activity Audit — last 90 days

Open deals with no activity ever:    54
Open deals with no completed activity: 78
Overdue activities (not done, past due): 31

Overdue by Owner
  Casey Park: 14    Jordan Mills: 9    Sam Rivera: 6    Alex Chen: 2

Activity Type Breakdown (logged in period)
  Call:    312    Email:   198    Meeting: 87    Task: 44    Other: 23

Rep Hygiene Scores (higher = cleaner)
  Alex Chen      92/100  — 28 open deals, 1 no-activity, 2 overdue
  Sam Rivera     71/100  — 44 open deals, 8 no-activity, 6 overdue
  Jordan Mills   58/100  — 62 open deals, 18 no-activity, 9 overdue
  Casey Park     41/100  — 58 open deals, 27 no-activity, 14 overdue  ← needs attention

`pipedrive_opportunities_report`

Surfaces high-potential open deals: large deals close to their expected close date, recently opened large deals, and deals that have been open a long time with no movement.

Parameters

Parameter	Type	Description
`pipeline_id`	number	Restrict to a pipeline
`min_value`	number	Minimum deal value to include
`days_to_close`	number	Flag deals closing within N days (default 30)
`limit`	number	Max deals per category (default 20)

Example prompts

"What are our biggest opportunities right now?"
"Show me deals over £10,000 closing in the next 2 weeks"
"Which large deals have been sitting open the longest?"

Example output

Opportunities Report

Closing Soon (next 30 days, value > £0)
  Apex Logistics — £84,000 — due 2026-04-08 — Stage 5 — Jordan Mills
  Fenwick Development — £41,500 — due 2026-04-14 — Stage 6 — Alex Chen
  Highfields Group — £28,000 — due 2026-04-22 — Stage 4 — Sam Rivera

High-Value Recently Opened (last 30 days)
  Carrington Estates — £120,000 — opened 2026-03-18 — Stage 2 — Alex Chen
  Bluestone FM — £67,500 — opened 2026-03-24 — Stage 3 — Jordan Mills

Long-Running Large Deals (open > 90 days)
  NovaCivil Ltd — £95,000 — open 247 days — last activity: 38 days ago — Casey Park
  Harland Group — £52,000 — open 184 days — last activity: 71 days ago — Jordan Mills

`pipedrive_comparative_report`

Compares two time periods side-by-side: month-over-month, quarter-over-quarter, or any custom date range.

Parameters

Parameter	Type	Description
`period`	`daily` \| `weekly` \| `monthly`	Period unit
`pipeline_id`	number	Restrict to a pipeline

Example prompts

"Compare this month to last month"
"How does Q1 2026 compare to Q4 2025?"
"Is the team improving or declining?"

Example output

Comparative Report — Monthly

                        February 2026    March 2026     Change
  Deals won                  44              75         +70.5% ▲
  Deals lost                 43              26         -39.5% ▲
  Win rate                 50.6%           74.3%       +23.7pp ▲
  Revenue won            £436,509        £277,513       -36.4% ▼
  Revenue lost           £378,595         £53,762       -85.8% ▲
  New deals opened           143             139         -2.8%
  Avg won deal size        £9,921          £3,700        -62.7% ▼

Interpretation
  Win rate improved sharply but revenue fell — the team is closing more deals
  at a lower average value. Consider whether deal qualification criteria have
  changed or if high-value opportunities are being deprioritised.

Prerequisites

Node.js 18 or later
A Pipedrive API token — find yours at Settings → Personal preferences → API

Installation

git clone https://github.com/GarethWright/PipeDrive-MCP-Server.git
cd PipeDrive-MCP-Server
npm install
npm run build

Configuration

Claude Code (Claude Desktop / CLI)

Add the server with a single command:

claude mcp add pipedrive \
  -e PIPEDRIVE_API_TOKEN=your_api_token_here \
  -- node /absolute/path/to/PipeDrive-MCP-Server/dist/index.js

Or add it manually to ~/.claude/settings.json → mcpServers:

{
  "mcpServers": {
    "pipedrive": {
      "command": "node",
      "args": ["/absolute/path/to/PipeDrive-MCP-Server/dist/index.js"],
      "env": {
        "PIPEDRIVE_API_TOKEN": "your_api_token_here"
      }
    }
  }
}

Note for nvm/homebrew users: If node isn't in the default PATH, use the full path to the binary (e.g. /opt/homebrew/opt/node@20/bin/node).

ChatGPT (via OpenAI Custom GPT / Function Calling)

ChatGPT does not natively support MCP stdio servers, but you can expose this server over HTTP using an MCP-to-HTTP bridge such as mcp-proxy:

# Install the proxy
npm install -g mcp-proxy

# Start the HTTP bridge
PIPEDRIVE_API_TOKEN=your_api_token_here \
  mcp-proxy --port 3100 node /absolute/path/to/PipeDrive-MCP-Server/dist/index.js

Then add http://localhost:3100 as a Custom Action server in your GPT configuration. Export the tool schemas from the running server to generate the OpenAPI spec ChatGPT needs.

For OpenAI Assistants API with function calling, generate the function definitions from the tool list above and pass them as tools in your assistant creation call.

OpenAI Codex (Codex CLI)

Codex CLI supports MCP via its config file at ~/.codex/config.yaml:

mcpServers:
  pipedrive:
    command: node
    args:
      - /absolute/path/to/PipeDrive-MCP-Server/dist/index.js
    env:
      PIPEDRIVE_API_TOKEN: your_api_token_here

Restart Codex after saving. Tools will appear automatically in the session.

Note for nvm/homebrew users: Specify the full path to node, e.g. /opt/homebrew/opt/node@20/bin/node.

Codex GUI (Add MCP Server form)

If you're using the Codex desktop interface or any MCP client with a graphical Add Server form, fill in the fields as follows:

Field	Value
Name	`Pipedrive`
Type	`STDIO`
Command to launch	`node` (or full path: `/opt/homebrew/opt/node@20/bin/node`)
Arguments	`/absolute/path/to/PipeDrive-MCP-Server/dist/index.js`
Environment variables	Key: `PIPEDRIVE_API_TOKEN` / Value: your API token
Working directory	`/absolute/path/to/PipeDrive-MCP-Server`

Add one argument entry and one environment variable entry, then click Save.

Environment Variables

Variable	Required	Default	Description
`PIPEDRIVE_API_TOKEN`	Yes	—	Your Pipedrive API token
`PIPEDRIVE_BASE_URL`	No	`https://api.pipedrive.com/v1`	Override for self-hosted / EU data residency

Development

# Watch mode — recompiles on save
npx tsc --watch

# Run directly without building
npx ts-node src/index.ts

License

Creative Commons Attribution-NonCommercial-ShareAlike 4.0 International (CC BY-NC-SA 4.0)

Free to use, copy, modify, and distribute — but derivatives must remain open source under the same license.
Non-commercial only — you may not use this software or any derivative for commercial purposes.
Attribution required — credit the original author in any distribution.

This server cannot be installed

license - permissive license

quality - not tested

maintenance

How are these scores calculated?

Maintenance

–Maintainers

–Response time

0dRelease cycle

2Releases (12mo)

Resources

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