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Pipedrive CRM MCP server

by ckalima·io.github.ckalima/pipedrive-mcp-server·v2.7.0

MCP server for Pipedrive CRM. 155 tools for deals, persons, organizations, activities, and more.

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8 stars152 downloads/wk

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Pipedrive CRM tools (100, 51 write)

write = sends, deletes, buys or posts

Read from the package source without running it. The installed server may list more.

  • pipedrive_add_deal_discount

    Add an additional discount to a deal.

  • pipedrive_add_deal_follower

    Add a follower to a deal.

  • pipedrive_add_deal_installment

    Add an installment (payment schedule entry) to a deal. Growth+ plan required; the deal must have at least one one-time product and no recurring products.

  • pipedrive_add_deal_product

    Attach a single product as a line item to a deal.

  • pipedrive_add_organization_follower

    Add a follower to an organization.

  • pipedrive_bulk_add_deal_products

    Bulk-add up to 100 line-item products to a deal in one request.

  • pipedrive_convert_deal_to_lead

    Convert a deal to a lead (async job). DESTRUCTIVE: a successful conversion marks the source deal as deleted. Returns a conversion_id; the conversion runs asynchronously, so you MUST poll pipedrive_get_deal_conversion_status with the conversion_id until a terminal status. Requires PIPEDRIVE_MODE=full (back-compat: PIPEDRIVE_ENABLE_DESTRUCTIVE=true).

  • pipedrive_convert_lead_to_deal

    Convert a lead into a deal (Pipedrive v2). DESTRUCTIVE: a successful conversion marks the source lead as deleted. The conversion runs asynchronously; this tool polls until it completes (typically under 5s) and returns the new deal ID. If it is still running after ~30s, it returns the conversion_id and status for manual follow-up. Requires PIPEDRIVE_MODE=full (back-compat: PIPEDRIVE_ENABLE_DESTRUCT

  • pipedrive_create_activitywrite action

    Create a new activity in Pipedrive. Subject and type are required.

  • pipedrive_create_boardwrite action

    Create a new project board. name is required. (Projects add-on; Projects API in public beta.)

  • pipedrive_create_dealwrite action

    Create a new deal in Pipedrive. Only title is required; all other fields are optional.

  • pipedrive_create_deal_fieldwrite action

    Create a deal custom field. field_name and field_type are required. For enum/set types, options is required. The response data.field_code is the 40-char hash you must keep to update or delete the field later.

  • pipedrive_create_leadwrite action

    Create a new lead in Pipedrive. Title is required; link to at least one of person_id or organization_id.

  • pipedrive_create_notewrite action

    Create a new note in Pipedrive. Content is required. Link to a deal, person, organization, or lead.

  • pipedrive_create_organizationwrite action

    Create a new organization in Pipedrive. Only name is required.

  • pipedrive_create_organization_fieldwrite action

    Create an organization custom field. field_name and field_type are required. For enum/set types, options is required. The response data.field_code is the 40-char hash to keep for later updates.

  • pipedrive_create_personwrite action

    Create a new person (contact) in Pipedrive. Only name is required.

  • pipedrive_create_person_fieldwrite action

    Create a person custom field. field_name and field_type are required. For enum/set types, options is required. The response data.field_code is the 40-char hash to keep for later updates.

  • pipedrive_create_phasewrite action

    Create a new project phase. name and board_id are required. (Projects add-on; Projects API in public beta.)

  • pipedrive_create_product_fieldwrite action

    Create a product custom field. field_name and field_type are required. For enum/set types, options is required. Product fields use a simpler model: no description, important_fields, or required_fields. The response data.field_code is the 40-char hash to keep for later updates.

  • pipedrive_delete_activitywrite action

    Delete an activity.

  • pipedrive_delete_boardwrite action

    Delete a project board. Requires PIPEDRIVE_MODE=full (back-compat: PIPEDRIVE_ENABLE_DESTRUCTIVE=true). (Projects add-on; Projects API in public beta.)

  • pipedrive_delete_dealwrite action

    Delete a deal. The deal will be marked as deleted and permanently removed after 30 days.

  • pipedrive_delete_deal_discountwrite action

    Delete an additional discount from a deal.

  • pipedrive_delete_deal_fieldwrite action

    Delete a deal custom field by field_code. Requires PIPEDRIVE_MODE=full (back-compat: PIPEDRIVE_ENABLE_DESTRUCTIVE=true).

  • pipedrive_delete_deal_field_optionswrite action

    Bulk-delete options of a deal enum/set field. Atomic: fails if any ID does not exist. Requires PIPEDRIVE_MODE=full (back-compat: PIPEDRIVE_ENABLE_DESTRUCTIVE=true).

  • pipedrive_delete_deal_followerwrite action

    Remove a follower from a deal.

  • pipedrive_delete_deal_installmentwrite action

    Delete an installment from a deal. Growth+ plan required.

  • pipedrive_delete_deal_productwrite action

    Remove a line-item product from a deal.

  • pipedrive_delete_leadwrite action

    Delete a lead. Requires PIPEDRIVE_MODE=full (back-compat: PIPEDRIVE_ENABLE_DESTRUCTIVE=true).

  • pipedrive_delete_notewrite action

    Delete a note.

  • pipedrive_delete_organizationwrite action

    Delete an organization. The organization will be marked as deleted and permanently removed after 30 days.

  • pipedrive_delete_organization_fieldwrite action

    Delete an organization custom field by field_code. Requires PIPEDRIVE_MODE=full (back-compat: PIPEDRIVE_ENABLE_DESTRUCTIVE=true).

  • pipedrive_delete_organization_field_optionswrite action

    Bulk-delete options of an organization enum/set field. Atomic: fails if any ID does not exist. Requires PIPEDRIVE_MODE=full (back-compat: PIPEDRIVE_ENABLE_DESTRUCTIVE=true).

  • pipedrive_delete_organization_followerwrite action

    Remove a follower from an organization.

  • pipedrive_delete_person_fieldwrite action

    Delete a person custom field by field_code. Requires PIPEDRIVE_MODE=full (back-compat: PIPEDRIVE_ENABLE_DESTRUCTIVE=true).

  • pipedrive_delete_person_field_optionswrite action

    Bulk-delete options of a person enum/set field. Atomic: fails if any ID does not exist. Requires PIPEDRIVE_MODE=full (back-compat: PIPEDRIVE_ENABLE_DESTRUCTIVE=true).

  • pipedrive_delete_phasewrite action

    Delete a project phase. Requires PIPEDRIVE_MODE=full (back-compat: PIPEDRIVE_ENABLE_DESTRUCTIVE=true). (Projects add-on; Projects API in public beta.)

  • pipedrive_delete_product_fieldwrite action

    Delete a product custom field by field_code. Requires PIPEDRIVE_MODE=full (back-compat: PIPEDRIVE_ENABLE_DESTRUCTIVE=true).

  • pipedrive_delete_product_field_optionswrite action

    Bulk-delete options of a product enum/set field. Atomic: fails if any ID does not exist. Requires PIPEDRIVE_MODE=full (back-compat: PIPEDRIVE_ENABLE_DESTRUCTIVE=true).

  • pipedrive_get_activity

    Get detailed information about a specific activity by ID.

  • pipedrive_get_board

    Get detailed information about a specific project board by ID. (Projects add-on; Projects API in public beta.)

  • pipedrive_get_deal

    Get detailed information about a specific deal by ID, including all standard and custom fields.

  • pipedrive_get_deal_conversion_status

    Get the status of a deal-to-lead conversion job. Status contract: 'completed' (terminal, carries lead_id), 'failed'/'rejected' (terminal, stop polling, no lead produced), 'not_started'/'running' (in-progress, re-poll). Only 'completed' carries lead_id, and conversion status is purged after a few days, so a 404 returned after a prior valid status means the status was purged (terminal stop-polling s

  • pipedrive_get_deal_emails

    Get email messages linked to a deal (company-wide, all users' emails). Returns metadata for emails from any user's mailbox that are linked to this deal. Note: To get full message body, use pipedrive_get_mail_message, but only for emails in YOUR mailbox.

  • pipedrive_get_deal_followers_changelog

    Get the followers changelog for a deal.

  • pipedrive_get_field

    Get details of a specific field by its key. Useful for looking up what a 40-character hash field key means.

  • pipedrive_get_lead

    Get detailed information about a specific lead by UUID.

  • pipedrive_get_lead_conversion_status

    Get the status of an async lead-to-deal conversion by conversion ID (Pipedrive v2 GET /leads/{id}/convert/status/{conversion_id}).

  • pipedrive_get_mail_message

    Get full email message with body. Access depends on visibility settings - messages linked to deals/persons you can access should work, even if sent by other users.

  • pipedrive_get_mail_thread

    Get a mail thread with messages. Access depends on visibility settings - threads visible within deals/persons you can access should work. Returns 404 if the thread isn't accessible to you.

  • pipedrive_get_note

    Get detailed information about a specific note by ID.

  • pipedrive_get_organization

    Get detailed information about a specific organization by ID.

  • pipedrive_get_organization_followers_changelog

    Get the followers changelog for an organization.

  • pipedrive_get_person

    Get detailed information about a specific person by ID.

  • pipedrive_get_person_emails

    Get email messages linked to a person (company-wide, all users' emails). Returns metadata for emails from any user's mailbox that are linked to this person. Note: To get full message body, use pipedrive_get_mail_message, but only for emails in YOUR mailbox.

  • pipedrive_get_phase

    Get detailed information about a specific project phase by ID. (Projects add-on; Projects API in public beta.)

  • pipedrive_list_activities

    List activities from Pipedrive with optional filtering by owner, deal, person, organization, type, or completion status.

  • pipedrive_list_archived_deals

    List archived deals with the same filtering as the active deals list (owner, person, organization, pipeline, stage, status). Returns paginated results.

  • pipedrive_list_archived_leads

    List archived leads from Pipedrive with optional filtering by owner, person, or organization.

  • pipedrive_list_boards

    List all project boards. Returns the complete list (no pagination — the boards endpoint returns all records at once). (Projects add-on; Projects API in public beta.)

  • pipedrive_list_deal_discounts

    List all additional discounts applied to a deal.

  • pipedrive_list_deal_fields

    List all deal field definitions, including custom fields. Essential for understanding deal data structure.

  • pipedrive_list_deal_followers

    List all followers for a deal.

  • pipedrive_list_deal_installments

    List installments across one or more deals. Requires deal_ids. Growth+ plan required.

  • pipedrive_list_deal_products

    List line-item products attached to a deal. Returns paginated results.

  • pipedrive_list_deals

    List deals from Pipedrive with optional filtering by owner, person, organization, pipeline, stage, or status. Returns paginated results.

  • pipedrive_list_leads

    List active (non-archived) leads from Pipedrive with optional filtering by owner, person, or organization.

  • pipedrive_list_mail_threads

    List mail threads from YOUR mailbox only (authenticated user). Other users' threads are not accessible. Use folder parameter to filter by inbox, drafts, sent, or archive.

  • pipedrive_list_notes

    List notes from Pipedrive with optional filtering by deal, person, organization, or lead.

  • pipedrive_list_organization_fields

    List all organization field definitions, including custom fields. Use this to map 40-character field keys to human-readable names.

  • pipedrive_list_organization_followers

    List all followers for an organization.

  • pipedrive_list_organizations

    List organizations from Pipedrive with optional filtering by owner or first letter of name.

  • pipedrive_list_person_fields

    List all person field definitions, including custom fields. Use to understand contact data structure.

  • pipedrive_list_persons

    List persons (contacts) from Pipedrive with optional filtering by owner, organization, or first letter of name.

  • pipedrive_list_phases

    List all phases for a project board. board_id is required. Returns the complete list (no pagination — the phases endpoint returns all records for a board at once). (Projects add-on; Projects API in public beta.)

  • pipedrive_list_product_fields

    List all product field definitions, including custom fields.

  • pipedrive_list_project_fields

    List all project field definitions, including custom fields. (Projects add-on; Projects API in public beta.)

  • pipedrive_search_deals

    Search for deals by text in title. Supports fuzzy matching by default.

  • pipedrive_search_leads

    Search for leads in Pipedrive by title or associated contacts.

  • pipedrive_search_organizations

    Search for organizations by name or address.

  • pipedrive_update_activitywrite action

    Update an existing activity in Pipedrive. Use this to mark activities as done.

  • pipedrive_update_boardwrite action

    Update an existing project board. Only id is required; all other fields are optional. (Projects add-on; Projects API in public beta.)

  • pipedrive_update_dealwrite action

    Update an existing deal in Pipedrive. Specify the deal ID and any fields to update.

  • pipedrive_update_deal_discountwrite action

    Update an additional discount on a deal. All fields except IDs are optional.

  • pipedrive_update_deal_fieldwrite action

    Update a deal custom field by field_code. field_type and field_code cannot be changed.

  • pipedrive_update_deal_field_optionswrite action

    Bulk-update option labels of a deal enum/set field. Atomic: the whole request fails if any option ID does not exist.

  • pipedrive_update_deal_installmentwrite action

    Update an installment on a deal. Growth+ plan required; all body fields optional.

  • pipedrive_update_deal_productwrite action

    Update a line-item product attached to a deal. All body fields optional.

  • pipedrive_update_leadwrite action

    Update an existing lead in Pipedrive.

  • pipedrive_update_notewrite action

    Update an existing note in Pipedrive.

  • pipedrive_update_organizationwrite action

    Update an existing organization in Pipedrive.

  • pipedrive_update_organization_fieldwrite action

    Update an organization custom field by field_code. field_type and field_code cannot be changed.

  • pipedrive_update_organization_field_optionswrite action

    Bulk-update option labels of an organization enum/set field. Atomic: the whole request fails if any option ID does not exist.

  • pipedrive_update_personwrite action

    Update an existing person in Pipedrive.

  • pipedrive_update_person_fieldwrite action

    Update a person custom field by field_code. field_type and field_code cannot be changed.

  • pipedrive_update_person_field_optionswrite action

    Bulk-update option labels of a person enum/set field. Atomic: the whole request fails if any option ID does not exist.

  • pipedrive_update_phasewrite action

    Update an existing project phase. Only id is required; all other fields are optional. Set board_id to move this phase to a different board. (Projects add-on; Projects API in public beta.)

  • pipedrive_update_product_fieldwrite action

    Update a product custom field by field_code. Only field_name and ui_visibility can be changed (product fields have no description/important_fields/required_fields).

  • pipedrive_update_product_field_optionswrite action

    Bulk-update option labels of a product enum/set field. Atomic: the whole request fails if any option ID does not exist.

Public scan report

scanner v0.1.9 · 2026-09-21 · same rubric, same numbers if you re-run it

no findings
  • Code scan93 source files scanned25/25
  • Live reliabilityno gateway calls yet and no remote to proben/a
  • Tool poisoningtools not inspected (local package is not executed); not countedn/a
  • Auth qualitystatic API keys via environment variables6/15
  • Maintenancelast push 3 days ago15/15
  • Maintainer identityregistry namespace matches repository owner; GitHub account older than a year8/10
Overall 83/100. Components that don't apply are left out of the denominator. Any critical finding is an F.RubricAppeal a findingJSON

What the publisher says

From the Pipedrive CRM repository's README, as published. We do not edit it. Read it on GitHub

Pipedrive MCP Server

An MCP (Model Context Protocol) server for Pipedrive CRM integration with Claude Code and Claude Desktop. Query, create, and update CRM data directly from your AI assistant.

Why this server

  • API v2-first. Every entity uses Pipedrive's v2 REST API where it exists; v1 is used only for the capabilities that have no v2 equivalent (notes, mail, users, and leads CRUD). See API Versioning.
  • Contract-tested against the real OpenAPI spec. Request params, request bodies, and response shapes are checked against the vendored Pipedrive OpenAPI v2 definition (docs/api/openapi-v2.yaml) in tests/contract/, so the v2 tools can't silently drift from the documented API.
  • Live-smoke verified. The tool surface is broadly exercised against a real Pipedrive account (scripts/smoke-coverage.ts), with only API-unseedable surfaces (e.g. mail threads, project templates) left to manual checks. Coverage includes plan-gated endpoints such as Growth+ deal installments (scripts/smoke-installments.ts). Key write smokes (e.g. the task is_done flag) assert the field value actually changed on the wire, not just a 200.
  • Server-enforced capability modes. PIPEDRIVE_MODE picks a safety tier — read-only, safe-write (the default: reads + non-destructive writes), or full — and out-of-mode tools are both hidden from tools/list and refused if called directly. Deletes, conversions, and other irreversible writes (🔒 in the tool table) require full, so the server is read-and-create only out of the box. Every tool also carries MCP annotations (readOnlyHint/destructiveHint/idempotentHint) so policy-aware clients can tell reads from writes from deletes. See Capability modes.
  • MIT licensed, published with npm build provenance.

Honest limitations. Transport is STDIO only today (a Streamable HTTP flag is planned), and auth is via a Pipedrive API key, which matches the local/self-hosted tier this server targets. There is no hosted OAuth offering yet.

Features

  • Full CRM Operations: Deals, persons, organizations, activities
  • Email Analysis: Access mail threads and messages for engagement analysis
  • Field Discovery: Map custom field hash codes to human-readable names
  • Pipeline Management: List pipelines, stages, and users
  • Pagination Support: Cursor-based pagination for large datasets
  • Error Handling: Clear, actionable error messages

Quick Start

Fastest setup: npx … init

Run the one-command guided installer and follow the prompts. It opens the Pipedrive API-token page, validates your key live against your account, and generates a working MCP config for your client (Claude Desktop, Claude Code, Cursor, Windsurf, or VS Code):

npx -y @ckalima/pipedrive-mcp-server init

It always prints a paste-ready block and can optionally write it into your client's config file after a timestamped backup. Committed/shared config files use ${PIPEDRIVEAPIKEY} indirection, never a raw key. Prefer to configure by hand? The manual steps below still work.

1. Get Your Pipedrive API Key

  1. Log into Pipedrive
  2. Go to Settings > Personal preferences > API
  3. Copy your API key (40 characters)

2. Configure Claude Code

Add to your .mcp.json file:

Shortened. The full README is on GitHub.

Nothing above is checked by us. What we check is on the safety report.

Install directly

Runs npx -y @ckalima/pipedrive-mcp-server on your machine. Read the scan report first; the gateway never runs local packages.

claude mcp add pipedrive-mcp-server -- npx -y @ckalima/pipedrive-mcp-server
Add to Cursor

Pipedrive CRM: common questions

Is Pipedrive CRM MCP server safe?
Mostly: it is graded B (83/100). Read the Pipedrive CRM safety report
How do I install Pipedrive CRM?
It runs on your machine. Copy the Claude Code, Claude Desktop or Cursor config from the install section.
Does Pipedrive CRM need an API key?
Yes. The registry entry asks for PIPEDRIVE_API_KEY.
Is Pipedrive CRM maintained?
The last commit was 4 days ago (2026-09-19). The latest release is v2.7.0.
What can I use instead of Pipedrive CRM?
Servers from other publishers that do the same job: Pipedrive MCP server, Pipedrive MCP server and Pinlyx MCP server. Compare all Pipedrive CRM alternatives.

Alternatives to Pipedrive CRM

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