Pipedrive MCP Server

List Persons

Get a paginated list of persons (contacts) in Pipedrive. Use this to browse all contacts with optional filtering by user ID. Returns basic contact information including name, email, phone, and associated organization.

Search Persons

Search for persons by name, email, phone, or any custom field. This performs a full-text search across person records. Use this when you need to find specific contacts but don't have their ID.

Get Person

Retrieve detailed information about a specific person by their ID. Returns complete person data including all custom fields, associated deals, activities, and contact details.

Create Person

Create a new person (contact) in Pipedrive. At minimum, provide a name. You can optionally include email, phone, organization, and custom fields. Returns the created person with their new ID.

List Organizations

Get a paginated list of organizations (companies) in Pipedrive. Returns basic organization information including name, domain, address, and owner. Use this to browse all companies in your CRM.

Search Organizations

Search for organizations by name, domain, or custom fields. This performs a full-text search across organization records. Use this when you need to find specific companies but don't have their ID.

Get Organization

Retrieve detailed information about a specific organization by ID. Returns complete organization data including all custom fields, associated deals, persons, and activities.

Create Organization

Create a new organization (company) in Pipedrive. At minimum, provide a name. You can optionally include address, owner, and custom fields. Returns the created organization with its new ID.

List Deals

Get a paginated list of deals in Pipedrive. Returns deal information including title, value, stage, status, and associated contacts. Use filters to narrow down by status, stage, or owner.

Search Deals

Search for deals by title or custom fields. This performs a full-text search across deal records. Use this when you need to find specific deals but don't have their ID.

Get Deal

Retrieve detailed information about a specific deal by ID. Returns complete deal data including value, stage, timeline, associated contacts, products, and all custom fields.

Create Deal

Create a new deal in Pipedrive. At minimum, provide a title. You can optionally include value, stage, person, organization, and custom fields. Returns the created deal with its new ID.

Update Deal Stage

Move a deal to a different stage in the sales pipeline. This is a quick way to progress deals through your sales process without updating other fields.

List Activities

Get a paginated list of activities (tasks, calls, meetings, etc.) in Pipedrive. Returns activity information including type, subject, due date, and associations. Use filters to find activities by user, deal, or type.

Get Activity

Retrieve detailed information about a specific activity by ID. Returns complete activity data including type, subject, due date, notes, and all associated records.

Create Activity

Create a new activity (task, call, meeting, etc.) in Pipedrive. At minimum, provide a subject and type. You can associate it with deals, persons, or organizations. Returns the created activity with its new ID.

List Products

Get a paginated list of products in your Pipedrive product catalog. Returns product information including name, code, price, and availability. Use this to browse all products.

Search Products

Search for products by name, code, or custom fields. This performs a full-text search across product records. Use this when you need to find specific products but don't have their ID.

Get Product

Retrieve detailed information about a specific product by ID. Returns complete product data including pricing, description, and all custom fields.

Create Product

Create a new product in your Pipedrive product catalog. At minimum, provide a name. You can optionally include code, price, currency, and custom fields. Returns the created product with its new ID.

List Leads

Get a paginated list of leads in Pipedrive. Leads are potential deals that haven't been qualified yet. Returns lead information including title, value, person, organization, and labels.

Get Lead

Retrieve detailed information about a specific lead by ID. Returns complete lead data including title, value, associated person and organization, labels, and custom fields.

Create Lead

Create a new lead in Pipedrive. At minimum, provide a title. You can optionally include value, person, organization, and labels. Leads represent potential deals that need qualification. Returns the created lead with its new ID.

Convert Lead to Deal

Convert a qualified lead into a deal. This moves the lead through your sales process from the lead stage to an active deal in your pipeline. You must specify which pipeline and stage to create the deal in.

List Notes

Get a paginated list of notes in Pipedrive. Notes can be associated with deals, persons, organizations, or leads. Use filters to find notes for specific records.

Create Note

Create a new note in Pipedrive. Notes can be attached to deals, persons, organizations, or leads to record important information, conversations, or observations.

List Pipelines

Get all sales pipelines in your Pipedrive account. Pipelines represent different sales processes. Returns pipeline names, IDs, and configuration details. Use this to understand your sales workflow structure.

List Stages

Get all stages for a specific pipeline. Stages represent the steps in your sales process (e.g., Prospecting, Proposal, Negotiation, Won). Returns stage names, IDs, and order. Use this to understand pipeline progression.

List Users

Get all users in your Pipedrive account. Returns user information including name, email, role, and active status. Use this to find user IDs for assigning ownership of records.

Get Current User

Get information about the currently authenticated user. Returns your user details including name, email, company settings, and permissions. Use this to verify authentication and understand your access level.