Pipedrive MCP Server

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

Features

• 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

Installation

cd pipedrive-mcp-python

# Install with uv
uv sync

Configuration

Create 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=2

Getting Your API Token

1. Log into your Pipedrive account

2. Go to Settings > Personal preferences > API

3. Copy your API token

Usage

Running the Server

# Run with uv
uv run pipedrive-mcp

Claude Desktop Integration

Add 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 Code CLI Integration

claude mcp add pipedrive -- /path/to/pipedrive-mcp-python/.venv/bin/python -m pipedrive_mcp.server

Available Tools (22)

User Management

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)

Persons (Contacts)

Organizations

Pipelines & Stages

Leads

Universal Search

Supported item types: deal, person, organization, product, file, activity, lead

Filters

Filter types: deals, persons, org, products, activities

Use saved filters to query by custom fields:

1. Create a filter in Pipedrive UI with your criteria

2. Call get_filters() to find the filter's ID

3. Pass filter_id to get_persons(), get_deals(), or get_organizations()

Field Definitions

These tools map custom field hash keys (like c3976c9693716fc786c2092081506816441ee526) to human-readable field names.

Activities

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)

Examples

Get 10 most recent deals

get_deals(limit=10)

Get deals created this year

get_deals(created_after="2026-01-01")

Get highest value deals

get_deals(sort_by="value", sort_order="desc", limit=10)

Get contacts matching a saved filter

get_filters(filter_type="persons")  # Find the filter ID
get_persons(filter_id=122)          # Use the filter

Get all calls for a specific deal

get_activities(deal_id=123, activity_type="call")

Understand a custom field

get_deal_fields()  # Returns mapping of hash keys to field names

Development

# Install with dev dependencies
uv sync --extra dev

# Run tests
uv run pytest

# Run with verbose output
uv run pytest -v

License

MIT License - see LICENSE file for details.

Attribution

Developed by Osher Digital - Digital transformation and AI integration specialists.