Pipedrive MCP server

CommunitySamuel Fraga9Config last verified Jun 1, 2026

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

~/.claude.json
json
{
  "mcpServers": {
    "pipedrive": {
      "command": "npx",
      "args": [
        "-y",
        "@iamsamuelfraga/mcp-pipedrive"
      ],
      "env": {
        "PIPEDRIVE_API_TOKEN": "<PIPEDRIVE_API_TOKEN>"
      }
    }
  }
}
Or via CLI
bash
claude mcp add pipedrive -- npx -y @iamsamuelfraga/mcp-pipedrive

Available tools

ToolDescription
activities_bulk_deleteDelete multiple activities in a single request.
activities_createCreate a new activity.
activities_deleteDelete an activity by ID.
activities_getGet details of a specific activity by ID.
activities_listList activities with pagination and filtering options.
activities_list_all_autoAutomatically fetch all activities across all pages.
activities_list_by_dealList all activities associated with a specific deal.
activities_mark_as_doneMark an activity as done.
activities_updateUpdate an existing activity.
activity_types_bulk_deleteDelete multiple activity types in bulk.
activity_types_createAdd a new custom activity type.
activity_types_deleteDelete an activity type.
activity_types_listGet all activity types.
activity_types_updateUpdate an existing activity type.
call_logs_attach_audioAttach an audio recording file to a call log.
call_logs_createAdd a new call log to track phone call activity.
call_logs_deleteDelete a call log.
call_logs_getGet details of a specific call log by ID.
call_logs_listGet all call logs assigned to the current user.
channels_createCreate a new messaging channel in Pipedrive.
channels_deleteDelete an existing messenger
channels_delete_conversationDelete an existing conversation from a channel.
channels_receive_messageAdd an incoming message to a conversation in Pipedrive.
deals_add_followerAdd a follower to a deal.
deals_add_participantAdd a participant (person) to a deal.
deals_add_productAdd a product to a deal.
deals_attach_fileAttach a file to a deal.
deals_bulk_deleteDelete multiple deals in bulk.
deals_createCreate a new deal in Pipedrive.
deals_deleteDelete a deal permanently.
deals_duplicateDuplicate an existing deal.
deals_getGet detailed information about a specific deal by ID.
deals_get_archived_deals_timelineGet archived deals timeline grouped by intervals.
deals_get_archived_summaryGet archived deals statistics and summary.
deals_get_deals_timelineGet deals timeline grouped by intervals.
deals_get_summaryGet deal statistics and summary.
deals_listList deals with pagination and filtering options.
deals_list_activitiesList all activities associated with a deal.
deals_list_all_autoAutomatically fetch ALL deals with pagination handling.
deals_list_archivedList archived deals with pagination and filtering options.
deals_list_field_updatesList updates about deal field values (changelog).
deals_list_filesList all files attached to a deal.
deals_list_followersList all followers of a deal.
deals_list_mail_messagesList mail messages associated with a deal.
deals_list_participant_updatesList updates about participants of a deal.
deals_list_participantsList all participants of a deal.
deals_list_permitted_usersList permitted users for a deal.
deals_list_personsList all persons associated with a deal.
deals_list_productsList all products attached to a deal.
deals_list_updatesList updates about a deal (flow).
deals_mark_as_lostMark a deal as lost.
deals_mark_as_wonMark a deal as won.
deals_mergeMerge two deals together.
deals_move_to_stageMove a deal to a different stage in the pipeline.
deals_remove_followerRemove a follower from a deal.
deals_remove_participantRemove a participant from a deal.
deals_remove_productRemove a product from a deal.
deals_searchSearch for deals using a text query.
deals_updateUpdate an existing deal.
deals_update_productUpdate a product attached to a deal.
fields_bulk_delete_organization_fieldsDelete multiple custom organization fields in a single request.
fields_create_organization_fieldCreate a new custom field for organizations.
fields_delete_organization_fieldDelete a custom organization field by ID.
fields_get_fieldGet details of a specific field by ID and entity type.
fields_list_activity_fieldsGet all field definitions for activities, including custom fields.
fields_list_all_fieldsGet ALL field definitions across all entity types in a single call.
fields_list_deal_fieldsGet all field definitions for deals, including custom fields.
fields_list_organization_fieldsGet all field definitions for organizations, including custom fields.
fields_list_person_fieldsGet all field definitions for persons (contacts), including custom fields.
fields_list_product_fieldsGet all field definitions for products, including custom fields.
fields_search_fieldsSearch for fields by name or key across entity types.
fields_update_organization_fieldUpdate an existing custom organization field.
files_create_remote_linkLink a remote file from Google Drive, Dropbox, OneDrive, Box, or SharePoint.
files_deleteDelete a file from Pipedrive.
files_downloadGet download URL for a file.
files_getGet detailed information about a specific file.
files_listList files with pagination and filtering options.
files_updateUpdate file metadata (name or description).
files_uploadUpload a file to Pipedrive and attach it to a deal, person, organization, activity, or product.
filters_bulk_deleteDelete multiple filters at once in Pipedrive.
filters_createCreate a new filter in Pipedrive.
filters_deleteDelete a filter in Pipedrive.
filters_getGet a specific filter by ID.
filters_helpersGet all available filter helpers and field types.
filters_listList all filters in Pipedrive.
filters_updateUpdate an existing filter in Pipedrive.
goals_createAdd a new goal to track performance metrics.
goals_deleteDelete an existing goal.
goals_get_resultsGet the progress and results of a goal for a specified period.
goals_listGet all goals with optional filters.
goals_updateUpdate an existing goal.
leads_createCreate a new lead in Pipedrive.
leads_deleteDelete a specific lead from Pipedrive.
leads_getGet details of a specific lead by UUID.
leads_get_labelsGet all lead labels (tags/categories).
leads_get_sourcesGet all lead sources (where leads came from).
leads_listList leads with pagination and filtering options.
leads_list_all_autoAutomatically fetch ALL leads with pagination handling.
leads_list_archivedList archived leads with pagination and filtering options.
leads_searchSearch leads by title, notes, and custom fields.
leads_updateUpdate an existing lead in Pipedrive.
mailbox_delete_threadMark a mail thread as deleted.
mailbox_get_messageGet details of a specific mail message by ID.
mailbox_get_threadGet details of a specific mail thread by ID.
mailbox_get_thread_messagesGet all mail messages inside a specific mail thread.
mailbox_get_threadsGet mail threads in a specified folder ordered by the most recent message within.
mailbox_update_threadUpdate the properties of a mail thread.
meetings_delete_user_provider_linkDelete the link between a user and the installed video call integration.
meetings_link_user_providerLink a user with the installed video call integration.
notes_add_commentAdd a new comment to a note.
notes_createCreate a new note and attach it to a deal, person, organization, or lead.
notes_deleteDelete a note from Pipedrive.
notes_delete_commentDelete a comment from a note.
notes_getGet detailed information about a specific note.
notes_listList notes with pagination and filtering options.
notes_list_commentsList all comments for a note with pagination options.
notes_updateUpdate an existing note.
notes_update_commentUpdate an existing comment on a note.
org_relationships_createCreate a new organization relationship.
org_relationships_deleteDelete an organization relationship.
org_relationships_getGet details of a specific organization relationship by ID.
org_relationships_get_allGet all relationships for a specific organization.
org_relationships_updateUpdate the properties of an organization relationship.
organizations_add_followerAdd a follower to an organization.
organizations_bulk_deleteDelete multiple organizations in bulk.
organizations_createCreate a new organization.
organizations_deleteDelete an organization by ID.
organizations_delete_followerDelete a follower from an organization.
organizations_getGet details of a specific organization by ID.
organizations_get_collectionGet all organizations using the collection endpoint.
organizations_listList organizations with pagination support.
organizations_list_activitiesList all activities associated with a specific organization.
organizations_list_all_autoAutomatically fetch all organizations across all pages.
organizations_list_dealsList all deals associated with a specific organization.
organizations_list_field_updatesList updates about organization field values (changelog).
organizations_list_filesList all files attached to a specific organization.
organizations_list_followersList all followers of a specific organization.
organizations_list_mail_messagesList mail messages associated with an organization.
organizations_list_permitted_usersList users permitted to access an organization.
organizations_list_personsList all persons associated with a specific organization.
organizations_list_updatesList updates about an organization (activity stream).
organizations_mergeMerge two organizations into one.
organizations_searchSearch organizations by name or other fields.
organizations_updateUpdate an existing organization.
permission_sets_getGet detailed information about a specific permission set by ID.
permission_sets_get_assignmentsGet permission set assignments.
permission_sets_listList all permission sets within the company.
persons_add_followerAdd a follower to a person.
persons_add_pictureAdd or update a person
persons_bulk_deleteDelete multiple persons in bulk.
persons_createCreate a new person in Pipedrive.
persons_deleteDelete a person from Pipedrive.
persons_delete_followerDelete a follower from a person.
persons_delete_pictureDelete a person
persons_getGet detailed information about a specific person by ID.
persons_get_collectionGet all persons using the collection endpoint.
persons_listList all persons with optional filtering and pagination.
persons_list_activitiesList all activities associated with a specific person.
persons_list_all_autoAutomatically fetch ALL persons using pagination.
persons_list_dealsList all deals associated with a specific person.
persons_list_field_updatesList updates about person field values (changelog).
persons_list_filesList all files attached to a specific person.
persons_list_followersList all followers of a specific person.
persons_list_mail_messagesList mail messages associated with a person.
persons_list_permitted_usersList users permitted to access a person.
persons_list_productsList products associated with a person.
persons_list_updatesList updates about a person (activity stream).
persons_mergeMerge two persons into one.
persons_searchSearch for persons by name, email, phone, or notes.
persons_updateUpdate an existing person
pipelines_conversion_statisticsGet deal conversion rates in a pipeline for a specific time period.
pipelines_createCreate a new pipeline.
pipelines_dealsGet all deals in a specific pipeline.
pipelines_deleteDelete a pipeline.
pipelines_getGet detailed information about a specific pipeline.
pipelines_get_stagesGet all stages for a specific pipeline.
pipelines_listList all pipelines.
pipelines_movement_statisticsGet deal movement statistics in a pipeline for a specific time period.
pipelines_updateUpdate an existing pipeline.
products_add_followerAdd a follower to a product.
products_createCreate a new product in Pipedrive.
products_deleteDelete a product from Pipedrive.
products_delete_followerRemove a follower from a product.
products_getGet detailed information about a specific product.
products_listList all products with optional filtering and pagination.
products_list_all_autoAutomatically fetch ALL products using pagination.
products_list_dealsGet all deals where a specific product is attached.
products_list_filesList all files attached to a specific product.
products_list_followersList all followers of a specific product.
products_list_permitted_usersList all users who have access to view and edit a specific product.
products_searchSearch for products by name, code, or custom fields.
products_updateUpdate an existing product in Pipedrive.
project_templates_getGet details of a single project template by ID.
project_templates_listList all project templates with cursor-based pagination.
projects_activities_listGet all activities linked to a specific project.
projects_archiveArchive a project.
projects_boards_getGet details of a specific project board by ID.
projects_boards_listGet all project boards that are not deleted.
projects_createCreate a new project.
projects_deleteDelete a project by marking it as deleted.
projects_getGet details of a specific project by ID.
projects_groups_listGet all active groups under a specific project.
projects_listList projects with cursor-based pagination.
projects_phases_getGet details of a specific project phase by ID.
projects_phases_listGet all active project phases under a specific board.
projects_plan_activities_updateUpdate an activity phase or group in a project plan.
projects_plan_getGet project plan showing all tasks and activities with their phases and groups.
projects_plan_tasks_updateUpdate a task phase or group in a project plan.
projects_tasks_listGet all tasks linked to a specific project.
projects_updateUpdate an existing project.
roles_add_role_assignmentAdd a role assignment.
roles_add_role_settingAdd or update a role setting.
roles_createAdd a new role to the company.
roles_deleteDelete a role.
roles_delete_role_assignmentDelete a role assignment.
roles_delete_role_settingDelete a role setting.
roles_getGet detailed information about a specific role by ID.
roles_get_role_assignmentsGet role assignments.
roles_get_role_settingsGet role settings.
roles_listList all roles within the company.
roles_list_role_pipelinesList pipeline visibility for a role.
roles_updateUpdate role details.
roles_update_role_pipelinesUpdate pipeline visibility for a role.
roles_update_role_settingUpdate a role setting.
search_by_fieldSearch for items by a specific field value.
search_dealsSearch for deals with advanced filtering options.
search_organizationsSearch for organizations with advanced filtering options.
search_personsSearch for persons with advanced filtering options.
search_productsSearch for products with advanced filtering options.
search_universalSearch across all Pipedrive entities (deals, persons, organizations, products, leads, files).
stages_createCreate a new stage in a pipeline.
stages_deleteDelete a single stage.
stages_delete_multipleDelete multiple stages in bulk.
stages_getGet a single stage by ID.
stages_get_allGet all stages across all pipelines or filter by pipeline.
stages_updateUpdate an existing stage.
system_get_current_userGet information about the currently authenticated user.
system_get_metricsGet performance metrics for the MCP server.
system_get_recentsGet recently viewed or modified items.
system_get_user_connectionsGet all user connections for the authorized user.
system_get_user_settingsList settings of the authorized user.
system_health_checkCheck API connectivity and authentication status.
system_list_addonsGet all add-ons for a single company.
system_list_currenciesGet list of supported currencies and exchange rates.
system_reset_cacheClear all cached data from the MCP server.
tasks_createAdd a new task to a project or as a standalone task.
tasks_deleteDelete an existing task.
tasks_getGet detailed information about a specific task by ID.
tasks_listGet all tasks with optional filters.
tasks_updateUpdate an existing task.
teams_add_userAdd a user to a team.
teams_createAdd a new team to the company.
teams_delete_userRemove a user from a team.
teams_getGet details of a specific team by ID.
teams_get_allGet all teams within the company.
teams_get_user_teamsGet all teams that a specific user belongs to.
teams_get_usersGet all users in a team.
teams_updateUpdate the properties of a team.
users_add_followerAdd a follower to a user.
users_createAdd a new user to the company.
users_delete_followerRemove a follower from a user.
users_findFind users by name or email.
users_getGet detailed information about a specific user by ID.
users_get_currentGet information about the current authorized user.
users_get_permissionsGet user permissions.
users_listList all users within the company.
users_list_followersList followers of a user.
users_list_role_assignmentsList role assignments for a user.
users_list_role_settingsList user role settings.
users_updateUpdate user details.
webhooks_createCreate a new webhook to receive real-time notifications from Pipedrive.
webhooks_deleteDelete a webhook by its ID.
webhooks_listGet 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.
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