Pipedrive MCP server
A comprehensive community Pipedrive MCP server: search, read, and update deals, contacts, organizations, activities, and pipelines from your agent.
This Pipedrive MCP server is the most comprehensive community integration for the Pipedrive CRM, exposing roughly 273 tools that cover nearly the entire Pipedrive REST API across deals, persons, organizations, leads, activities, notes, files, products, pipelines and stages, goals, tasks, projects and project templates, filters, fields, users, roles, teams, permission sets, webhooks, call logs, mailbox, channels, and organization relationships. An AI agent can search and read records, create and update them, attach files and notes, manage followers and participants, move deals through pipeline stages, mark deals won or lost, and pull summaries and timelines, so it can both answer questions about a sales pipeline and keep records current end to end.\n\nBeyond core CRM objects it exposes administrative and metadata surfaces: list and create custom fields per entity, manage filters, configure pipelines and stages, administer users, roles, teams, and permission sets, and register webhooks for real-time notifications. It runs locally over stdio via npx (published on npm as @iamsamuelfraga/mcp-pipedrive) and authenticates with a Pipedrive API token in PIPEDRIVE_API_TOKEN, obtained from your Pipedrive account under Settings > API. Toolsets and a read-only mode let you narrow the large surface so the model is not overwhelmed, and built-in caching and rate limiting smooth out high-volume use.
Quick install
Copy-paste configs are provided for all 8 supported clients. Pick your client below.
Add to ~/.claude.json
{
"mcpServers": {
"pipedrive": {
"command": "npx",
"args": [
"-y",
"@iamsamuelfraga/mcp-pipedrive"
],
"env": {
"PIPEDRIVE_API_TOKEN": "<PIPEDRIVE_API_TOKEN>"
}
}
}
}claude mcp add pipedrive -- npx -y @iamsamuelfraga/mcp-pipedriveAvailable tools
| Tool | Description |
|---|---|
| activities_bulk_delete | Delete multiple activities in a single request. |
| activities_create | Create a new activity. |
| activities_delete | Delete an activity by ID. |
| activities_get | Get details of a specific activity by ID. |
| activities_list | List activities with pagination and filtering options. |
| activities_list_all_auto | Automatically fetch all activities across all pages. |
| activities_list_by_deal | List all activities associated with a specific deal. |
| activities_mark_as_done | Mark an activity as done. |
| activities_update | Update an existing activity. |
| activity_types_bulk_delete | Delete multiple activity types in bulk. |
| activity_types_create | Add a new custom activity type. |
| activity_types_delete | Delete an activity type. |
| activity_types_list | Get all activity types. |
| activity_types_update | Update an existing activity type. |
| call_logs_attach_audio | Attach an audio recording file to a call log. |
| call_logs_create | Add a new call log to track phone call activity. |
| call_logs_delete | Delete a call log. |
| call_logs_get | Get details of a specific call log by ID. |
| call_logs_list | Get all call logs assigned to the current user. |
| channels_create | Create a new messaging channel in Pipedrive. |
| channels_delete | Delete an existing messenger |
| channels_delete_conversation | Delete an existing conversation from a channel. |
| channels_receive_message | Add an incoming message to a conversation in Pipedrive. |
| deals_add_follower | Add a follower to a deal. |
| deals_add_participant | Add a participant (person) to a deal. |
| deals_add_product | Add a product to a deal. |
| deals_attach_file | Attach a file to a deal. |
| deals_bulk_delete | Delete multiple deals in bulk. |
| deals_create | Create a new deal in Pipedrive. |
| deals_delete | Delete a deal permanently. |
| deals_duplicate | Duplicate an existing deal. |
| deals_get | Get detailed information about a specific deal by ID. |
| deals_get_archived_deals_timeline | Get archived deals timeline grouped by intervals. |
| deals_get_archived_summary | Get archived deals statistics and summary. |
| deals_get_deals_timeline | Get deals timeline grouped by intervals. |
| deals_get_summary | Get deal statistics and summary. |
| deals_list | List deals with pagination and filtering options. |
| deals_list_activities | List all activities associated with a deal. |
| deals_list_all_auto | Automatically fetch ALL deals with pagination handling. |
| deals_list_archived | List archived deals with pagination and filtering options. |
| deals_list_field_updates | List updates about deal field values (changelog). |
| deals_list_files | List all files attached to a deal. |
| deals_list_followers | List all followers of a deal. |
| deals_list_mail_messages | List mail messages associated with a deal. |
| deals_list_participant_updates | List updates about participants of a deal. |
| deals_list_participants | List all participants of a deal. |
| deals_list_permitted_users | List permitted users for a deal. |
| deals_list_persons | List all persons associated with a deal. |
| deals_list_products | List all products attached to a deal. |
| deals_list_updates | List updates about a deal (flow). |
| deals_mark_as_lost | Mark a deal as lost. |
| deals_mark_as_won | Mark a deal as won. |
| deals_merge | Merge two deals together. |
| deals_move_to_stage | Move a deal to a different stage in the pipeline. |
| deals_remove_follower | Remove a follower from a deal. |
| deals_remove_participant | Remove a participant from a deal. |
| deals_remove_product | Remove a product from a deal. |
| deals_search | Search for deals using a text query. |
| deals_update | Update an existing deal. |
| deals_update_product | Update a product attached to a deal. |
| fields_bulk_delete_organization_fields | Delete multiple custom organization fields in a single request. |
| fields_create_organization_field | Create a new custom field for organizations. |
| fields_delete_organization_field | Delete a custom organization field by ID. |
| fields_get_field | Get details of a specific field by ID and entity type. |
| fields_list_activity_fields | Get all field definitions for activities, including custom fields. |
| fields_list_all_fields | Get ALL field definitions across all entity types in a single call. |
| fields_list_deal_fields | Get all field definitions for deals, including custom fields. |
| fields_list_organization_fields | Get all field definitions for organizations, including custom fields. |
| fields_list_person_fields | Get all field definitions for persons (contacts), including custom fields. |
| fields_list_product_fields | Get all field definitions for products, including custom fields. |
| fields_search_fields | Search for fields by name or key across entity types. |
| fields_update_organization_field | Update an existing custom organization field. |
| files_create_remote_link | Link a remote file from Google Drive, Dropbox, OneDrive, Box, or SharePoint. |
| files_delete | Delete a file from Pipedrive. |
| files_download | Get download URL for a file. |
| files_get | Get detailed information about a specific file. |
| files_list | List files with pagination and filtering options. |
| files_update | Update file metadata (name or description). |
| files_upload | Upload a file to Pipedrive and attach it to a deal, person, organization, activity, or product. |
| filters_bulk_delete | Delete multiple filters at once in Pipedrive. |
| filters_create | Create a new filter in Pipedrive. |
| filters_delete | Delete a filter in Pipedrive. |
| filters_get | Get a specific filter by ID. |
| filters_helpers | Get all available filter helpers and field types. |
| filters_list | List all filters in Pipedrive. |
| filters_update | Update an existing filter in Pipedrive. |
| goals_create | Add a new goal to track performance metrics. |
| goals_delete | Delete an existing goal. |
| goals_get_results | Get the progress and results of a goal for a specified period. |
| goals_list | Get all goals with optional filters. |
| goals_update | Update an existing goal. |
| leads_create | Create a new lead in Pipedrive. |
| leads_delete | Delete a specific lead from Pipedrive. |
| leads_get | Get details of a specific lead by UUID. |
| leads_get_labels | Get all lead labels (tags/categories). |
| leads_get_sources | Get all lead sources (where leads came from). |
| leads_list | List leads with pagination and filtering options. |
| leads_list_all_auto | Automatically fetch ALL leads with pagination handling. |
| leads_list_archived | List archived leads with pagination and filtering options. |
| leads_search | Search leads by title, notes, and custom fields. |
| leads_update | Update an existing lead in Pipedrive. |
| mailbox_delete_thread | Mark a mail thread as deleted. |
| mailbox_get_message | Get details of a specific mail message by ID. |
| mailbox_get_thread | Get details of a specific mail thread by ID. |
| mailbox_get_thread_messages | Get all mail messages inside a specific mail thread. |
| mailbox_get_threads | Get mail threads in a specified folder ordered by the most recent message within. |
| mailbox_update_thread | Update the properties of a mail thread. |
| meetings_delete_user_provider_link | Delete the link between a user and the installed video call integration. |
| meetings_link_user_provider | Link a user with the installed video call integration. |
| notes_add_comment | Add a new comment to a note. |
| notes_create | Create a new note and attach it to a deal, person, organization, or lead. |
| notes_delete | Delete a note from Pipedrive. |
| notes_delete_comment | Delete a comment from a note. |
| notes_get | Get detailed information about a specific note. |
| notes_list | List notes with pagination and filtering options. |
| notes_list_comments | List all comments for a note with pagination options. |
| notes_update | Update an existing note. |
| notes_update_comment | Update an existing comment on a note. |
| org_relationships_create | Create a new organization relationship. |
| org_relationships_delete | Delete an organization relationship. |
| org_relationships_get | Get details of a specific organization relationship by ID. |
| org_relationships_get_all | Get all relationships for a specific organization. |
| org_relationships_update | Update the properties of an organization relationship. |
| organizations_add_follower | Add a follower to an organization. |
| organizations_bulk_delete | Delete multiple organizations in bulk. |
| organizations_create | Create a new organization. |
| organizations_delete | Delete an organization by ID. |
| organizations_delete_follower | Delete a follower from an organization. |
| organizations_get | Get details of a specific organization by ID. |
| organizations_get_collection | Get all organizations using the collection endpoint. |
| organizations_list | List organizations with pagination support. |
| organizations_list_activities | List all activities associated with a specific organization. |
| organizations_list_all_auto | Automatically fetch all organizations across all pages. |
| organizations_list_deals | List all deals associated with a specific organization. |
| organizations_list_field_updates | List updates about organization field values (changelog). |
| organizations_list_files | List all files attached to a specific organization. |
| organizations_list_followers | List all followers of a specific organization. |
| organizations_list_mail_messages | List mail messages associated with an organization. |
| organizations_list_permitted_users | List users permitted to access an organization. |
| organizations_list_persons | List all persons associated with a specific organization. |
| organizations_list_updates | List updates about an organization (activity stream). |
| organizations_merge | Merge two organizations into one. |
| organizations_search | Search organizations by name or other fields. |
| organizations_update | Update an existing organization. |
| permission_sets_get | Get detailed information about a specific permission set by ID. |
| permission_sets_get_assignments | Get permission set assignments. |
| permission_sets_list | List all permission sets within the company. |
| persons_add_follower | Add a follower to a person. |
| persons_add_picture | Add or update a person |
| persons_bulk_delete | Delete multiple persons in bulk. |
| persons_create | Create a new person in Pipedrive. |
| persons_delete | Delete a person from Pipedrive. |
| persons_delete_follower | Delete a follower from a person. |
| persons_delete_picture | Delete a person |
| persons_get | Get detailed information about a specific person by ID. |
| persons_get_collection | Get all persons using the collection endpoint. |
| persons_list | List all persons with optional filtering and pagination. |
| persons_list_activities | List all activities associated with a specific person. |
| persons_list_all_auto | Automatically fetch ALL persons using pagination. |
| persons_list_deals | List all deals associated with a specific person. |
| persons_list_field_updates | List updates about person field values (changelog). |
| persons_list_files | List all files attached to a specific person. |
| persons_list_followers | List all followers of a specific person. |
| persons_list_mail_messages | List mail messages associated with a person. |
| persons_list_permitted_users | List users permitted to access a person. |
| persons_list_products | List products associated with a person. |
| persons_list_updates | List updates about a person (activity stream). |
| persons_merge | Merge two persons into one. |
| persons_search | Search for persons by name, email, phone, or notes. |
| persons_update | Update an existing person |
| pipelines_conversion_statistics | Get deal conversion rates in a pipeline for a specific time period. |
| pipelines_create | Create a new pipeline. |
| pipelines_deals | Get all deals in a specific pipeline. |
| pipelines_delete | Delete a pipeline. |
| pipelines_get | Get detailed information about a specific pipeline. |
| pipelines_get_stages | Get all stages for a specific pipeline. |
| pipelines_list | List all pipelines. |
| pipelines_movement_statistics | Get deal movement statistics in a pipeline for a specific time period. |
| pipelines_update | Update an existing pipeline. |
| products_add_follower | Add a follower to a product. |
| products_create | Create a new product in Pipedrive. |
| products_delete | Delete a product from Pipedrive. |
| products_delete_follower | Remove a follower from a product. |
| products_get | Get detailed information about a specific product. |
| products_list | List all products with optional filtering and pagination. |
| products_list_all_auto | Automatically fetch ALL products using pagination. |
| products_list_deals | Get all deals where a specific product is attached. |
| products_list_files | List all files attached to a specific product. |
| products_list_followers | List all followers of a specific product. |
| products_list_permitted_users | List all users who have access to view and edit a specific product. |
| products_search | Search for products by name, code, or custom fields. |
| products_update | Update an existing product in Pipedrive. |
| project_templates_get | Get details of a single project template by ID. |
| project_templates_list | List all project templates with cursor-based pagination. |
| projects_activities_list | Get all activities linked to a specific project. |
| projects_archive | Archive a project. |
| projects_boards_get | Get details of a specific project board by ID. |
| projects_boards_list | Get all project boards that are not deleted. |
| projects_create | Create a new project. |
| projects_delete | Delete a project by marking it as deleted. |
| projects_get | Get details of a specific project by ID. |
| projects_groups_list | Get all active groups under a specific project. |
| projects_list | List projects with cursor-based pagination. |
| projects_phases_get | Get details of a specific project phase by ID. |
| projects_phases_list | Get all active project phases under a specific board. |
| projects_plan_activities_update | Update an activity phase or group in a project plan. |
| projects_plan_get | Get project plan showing all tasks and activities with their phases and groups. |
| projects_plan_tasks_update | Update a task phase or group in a project plan. |
| projects_tasks_list | Get all tasks linked to a specific project. |
| projects_update | Update an existing project. |
| roles_add_role_assignment | Add a role assignment. |
| roles_add_role_setting | Add or update a role setting. |
| roles_create | Add a new role to the company. |
| roles_delete | Delete a role. |
| roles_delete_role_assignment | Delete a role assignment. |
| roles_delete_role_setting | Delete a role setting. |
| roles_get | Get detailed information about a specific role by ID. |
| roles_get_role_assignments | Get role assignments. |
| roles_get_role_settings | Get role settings. |
| roles_list | List all roles within the company. |
| roles_list_role_pipelines | List pipeline visibility for a role. |
| roles_update | Update role details. |
| roles_update_role_pipelines | Update pipeline visibility for a role. |
| roles_update_role_setting | Update a role setting. |
| search_by_field | Search for items by a specific field value. |
| search_deals | Search for deals with advanced filtering options. |
| search_organizations | Search for organizations with advanced filtering options. |
| search_persons | Search for persons with advanced filtering options. |
| search_products | Search for products with advanced filtering options. |
| search_universal | Search across all Pipedrive entities (deals, persons, organizations, products, leads, files). |
| stages_create | Create a new stage in a pipeline. |
| stages_delete | Delete a single stage. |
| stages_delete_multiple | Delete multiple stages in bulk. |
| stages_get | Get a single stage by ID. |
| stages_get_all | Get all stages across all pipelines or filter by pipeline. |
| stages_update | Update an existing stage. |
| system_get_current_user | Get information about the currently authenticated user. |
| system_get_metrics | Get performance metrics for the MCP server. |
| system_get_recents | Get recently viewed or modified items. |
| system_get_user_connections | Get all user connections for the authorized user. |
| system_get_user_settings | List settings of the authorized user. |
| system_health_check | Check API connectivity and authentication status. |
| system_list_addons | Get all add-ons for a single company. |
| system_list_currencies | Get list of supported currencies and exchange rates. |
| system_reset_cache | Clear all cached data from the MCP server. |
| tasks_create | Add a new task to a project or as a standalone task. |
| tasks_delete | Delete an existing task. |
| tasks_get | Get detailed information about a specific task by ID. |
| tasks_list | Get all tasks with optional filters. |
| tasks_update | Update an existing task. |
| teams_add_user | Add a user to a team. |
| teams_create | Add a new team to the company. |
| teams_delete_user | Remove a user from a team. |
| teams_get | Get details of a specific team by ID. |
| teams_get_all | Get all teams within the company. |
| teams_get_user_teams | Get all teams that a specific user belongs to. |
| teams_get_users | Get all users in a team. |
| teams_update | Update the properties of a team. |
| users_add_follower | Add a follower to a user. |
| users_create | Add a new user to the company. |
| users_delete_follower | Remove a follower from a user. |
| users_find | Find users by name or email. |
| users_get | Get detailed information about a specific user by ID. |
| users_get_current | Get information about the current authorized user. |
| users_get_permissions | Get user permissions. |
| users_list | List all users within the company. |
| users_list_followers | List followers of a user. |
| users_list_role_assignments | List role assignments for a user. |
| users_list_role_settings | List user role settings. |
| users_update | Update user details. |
| webhooks_create | Create a new webhook to receive real-time notifications from Pipedrive. |
| webhooks_delete | Delete a webhook by its ID. |
| webhooks_list | Get all webhooks configured for the company. |
Required configuration
- PIPEDRIVE_API_TOKENRequired
Your Pipedrive API token, from Settings > API in your Pipedrive account.
What you can do with it
Answer pipeline questions
The agent searches deals, persons, and organizations and pulls pipeline summaries and timelines to report on deal status or an account history without anyone opening Pipedrive.
Keep CRM records current
After a call or email, the agent creates or updates the relevant deal, person, or note, moves the deal to the right stage, and logs the activity so Pipedrive reflects the latest state.
FAQ
- Is it free?
- Yes. The server is free and open source under the MIT license and published on npm as @iamsamuelfraga/mcp-pipedrive; you only need a Pipedrive account and an API token, and it works within your plan and its API limits.
- Does it support remote/OAuth?
- No. It runs locally over stdio via npx and authenticates with a Pipedrive API token in PIPEDRIVE_API_TOKEN. There is no hosted remote endpoint or OAuth flow.
- Is this an official Pipedrive server?
- No. Pipedrive does not publish an official MCP server; this is a community-maintained implementation that wraps the Pipedrive REST API. It was actively maintained as of mid-2026 (v2.1.0).
- How do I keep the tool set manageable?
- The server exposes around 273 tools, so use its toolset configuration to enable only the entities you need, and enable read-only mode to drop every create, update, and delete tool.