Click on "Install Server".
Wait a few minutes for the server to deploy. Once ready, it will show a "Started" state.
In the chat, type @ followed by the MCP server name and your instructions, e.g., "@Pipedrive MCP Server show me my open deals"
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.
A Model Context Protocol (MCP) server for Pipedrive CRM. This server allows LLMs like Claude to interact with your Pipedrive data through a standardized interface.
Developed by Osher Digital
22 Tools for comprehensive Pipedrive access
Saved Filter Support: Use Pipedrive's saved filters to query by custom fields
Field Definitions: Map custom field hashes to human-readable names
Activities: Access calls, meetings, tasks, and emails
Flexible Sorting: Sort deals by date, value, or title
Date Range Filtering: Filter by created/updated dates
Rate Limiting: Built-in rate limiting to respect Pipedrive API limits
Related MCP server: Pipedrive MCP Server
cd pipedrive-mcp-python
# Install with uv
uv syncCreate a .env file in the project root (or set environment variables):
# Required
PIPEDRIVE_API_TOKEN=your_api_token_here
PIPEDRIVE_DOMAIN=your-company.pipedrive.com
# Optional - Rate Limiting
PIPEDRIVE_RATE_LIMIT_MIN_TIME_MS=250
PIPEDRIVE_RATE_LIMIT_MAX_CONCURRENT=2Log into your Pipedrive account
Go to Settings > Personal preferences > API
Copy your API token
# Run with uv
uv run pipedrive-mcpAdd to your Claude Desktop configuration:
macOS: ~/Library/Application Support/Claude/claude_desktop_config.json
Linux: ~/.config/claude/claude_desktop_config.json
Windows: %APPDATA%\Claude\claude_desktop_config.json
{
"mcpServers": {
"pipedrive": {
"command": "/path/to/pipedrive-mcp-python/.venv/bin/python",
"args": ["-m", "pipedrive_mcp.server"],
"cwd": "/path/to/pipedrive-mcp-python"
}
}
}Set environment variables in your shell profile or .env file in the project directory.
claude mcp add pipedrive -- /path/to/pipedrive-mcp-python/.venv/bin/python -m pipedrive_mcp.serverTool | Description |
| Get all users/owners from Pipedrive |
Tool | Description |
| Get deals with comprehensive filtering (see below) |
| Get a single deal by ID with all custom fields |
| Get notes for a specific deal |
| Full-text search deals |
get_deals parameters:
search_title - Search by deal title (partial matches)
owner_id - Filter by owner/user ID
stage_id - Filter by pipeline stage
status - Filter by status: open, won, lost, deleted (default: open)
pipeline_id - Filter by pipeline
filter_id - Use a saved filter from Pipedrive
min_value / max_value - Filter by deal value range
created_after / created_before - Filter by creation date (ISO format: YYYY-MM-DD)
updated_after / updated_before - Filter by update date
sort_by - Sort field: add_time, update_time, title, value (default: add_time)
sort_order - Sort direction: asc, desc (default: desc)
limit - Maximum results (default: 500)
Tool | Description |
| Get all persons, optionally filtered by saved filter |
| Get a single person by ID with all custom fields |
| Full-text search persons |
Tool | Description |
| Get all organizations, optionally filtered |
| Get a single organization by ID |
| Full-text search organizations |
Tool | Description |
| Get all sales pipelines |
| Get a single pipeline by ID |
| Get all stages, optionally filtered by pipeline |
Tool | Description |
| Full-text search leads |
Tool | Description |
| Search across all item types |
Supported item types: deal, person, organization, product, file, activity, lead
Tool | Description |
| Get all saved filters from Pipedrive |
Filter types: deals, persons, org, products, activities
Use saved filters to query by custom fields:
Create a filter in Pipedrive UI with your criteria
Call get_filters() to find the filter's ID
Pass filter_id to get_persons(), get_deals(), or get_organizations()
Tool | Description |
| Get deal field definitions (maps hash IDs to names) |
| Get person field definitions |
| Get organization field definitions |
These tools map custom field hash keys (like c3976c9693716fc786c2092081506816441ee526) to human-readable field names.
Tool | Description |
| Get activities (calls, meetings, tasks, emails) |
| Get all activity types configured in Pipedrive |
get_activities parameters:
deal_id - Filter by deal
person_id - Filter by person
org_id - Filter by organization
user_id - Filter by assigned user
activity_type - Filter by type (call, meeting, task, email, etc.)
done - Filter by completion status (True/False)
start_date / end_date - Filter by date range (ISO format)
limit - Maximum results (default: 100)
get_deals(limit=10)get_deals(created_after="2026-01-01")get_deals(sort_by="value", sort_order="desc", limit=10)get_filters(filter_type="persons") # Find the filter ID
get_persons(filter_id=122) # Use the filterget_activities(deal_id=123, activity_type="call")get_deal_fields() # Returns mapping of hash keys to field names# Install with dev dependencies
uv sync --extra dev
# Run tests
uv run pytest
# Run with verbose output
uv run pytest -vMIT License - see LICENSE file for details.
Developed by Osher Digital - Digital transformation and AI integration specialists.
Unclaimed servers have limited discoverability.
If you are the server author, to access and configure the admin panel.
Operate the Plixana CRM from any AI: contacts, deals, quotes, WhatsApp and metrics.
Read deals, persons, organizations, activities and pipelines; create and update CRM records.
xmagnet — AI-powered B2B CRM for Claude. 35 tools that turn natural-language prompts into real CRM actions: prospect, enrich, score leads, manage deals, scan buying intent, run email campaigns and sequences, build forms and landing pages, refine ICP, and analyze performance — all directly inside Claude. 🚀 ONE-CLICK INSTALL: https://api.xmagnet.ai/claude The install page guides Claude users through 3 steps in under a minute: open Claude Connectors, paste the connector name, paste the server URL, sign in. A reviewer workspace is auto-provisioned on first sign-in with sample contacts, deals, campaigns, and ICP suggestions, so every tool works end-to-end with zero setup. No 2FA. No paid plan required. Free tier exposes all 35 tools. What you can do: • Prospecting — search_contacts, search_companies, search_investors, find_contacts_at_companies, enrich_contact, validate_email, find_competitors, company_intelligence • Pipeline — get_deals_pipeline, scan_deal_intent, get_ghost_pipeline, create_deal • Campaigns & sequences — create_campaign, generate_campaign_content, get_campaign_stats, get_bounce_stats, get_unsub_stats, create_sequence_draft, list_sequences • Top of funnel — suggest_icp, get_icp, create_form, list_forms, create_landing_page, list_landing_pages, show_suggestions • Operations — analyze_contacts, get_contact_details, update_contact, save_contacts_to_crm, export_contacts, get_dashboard_stats, get_credit_balance Example prompts to try: • "Find C-suite contacts at fintech companies that raised Series A in the last 6 months." • "Scan my open deals for buying intent and prioritize follow-ups." • "Generate a re-engagement campaign for contacts who opened my last newsletter but didn't reply." • "Show me my deals pipeline by stage with weighted value and win rate." • "Generate a landing page for my Q2 webinar with a registration form." Built for founders, SDRs, RevOps, and growth teams who want their CRM to take action — not just store records. Install: https://api.xmagnet.ai/claude · Site: https://xmagnet.ai · Privacy: https://xmagnet.ai/privacy-policy · Terms: https://xmagnet.ai/terms-of-service · Support: ashish.sinha@xmagnet.ai
Agent personas for Claude. 16 tools, 13 personas, 3 workflows. Zero extra API cost. Free.
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