pipedrive-mcp

pipedrive-mcp

Full-featured Pipedrive MCP server for Claude Desktop, enabling natural language control over deals, leads, persons, organizations, notes, activities, pipelines, and more via 34 tools and 7 prompts.

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README

pipedrive-mcp

Full-featured Pipedrive MCP server for Claude Desktop. Supports deals, leads, persons, organizations, notes, activities, pipelines, and more — all controllable via natural language.

Installation

Add the following to your claude_desktop_config.json:

{
  "mcpServers": {
    "pipedrive": {
      "command": "npx",
      "args": ["-y", "pipedrive-mcp"],
      "env": {
        "PIPEDRIVE_API_TOKEN": "your_api_token_here",
        "PIPEDRIVE_COMPANY_DOMAIN": "your_company_subdomain"
      }
    }
  }
}

Where to find your credentials:

  • PIPEDRIVE_API_TOKEN: Pipedrive → Settings → Personal preferences → API → Your personal API token
  • PIPEDRIVE_COMPANY_DOMAIN: Just the subdomain of your Pipedrive URL. If your URL is https://mycompany.pipedrive.com, use mycompany

Config file location:

  • macOS: ~/Library/Application Support/Claude/claude_desktop_config.json
  • Windows: %APPDATA%\Claude\claude_desktop_config.json

After saving, restart Claude Desktop.


Available Tools

Deals (6 tools)

Tool Description
pipedrive_list_deals List deals with advanced filters — status, stage, pipeline, owner, value range, days back, title search
pipedrive_get_deal Get full deal details including resolved custom fields
pipedrive_create_deal Create a new deal
pipedrive_update_deal Update deal fields (title, value, stage, status, owner, etc.)
pipedrive_delete_deal Permanently delete a deal
pipedrive_search_deals Search deals by keyword

Leads (8 tools)

Tool Description
pipedrive_list_leads List leads with optional filters (owner, person, org, archived status)
pipedrive_get_lead Get full lead details by UUID
pipedrive_create_lead Create a new lead with value, labels, and linked contacts
pipedrive_update_lead Update lead fields or archive/unarchive
pipedrive_delete_lead Permanently delete a lead
pipedrive_search_leads Search leads by keyword
pipedrive_get_lead_labels List all available lead labels (for use with label_ids)
pipedrive_get_lead_sources List all available lead sources

Persons / Contacts (6 tools)

Tool Description
pipedrive_list_persons List contacts with pagination
pipedrive_get_person Get full contact details including resolved custom fields
pipedrive_create_person Create a new contact with email, phone, and org
pipedrive_update_person Update contact fields
pipedrive_delete_person Permanently delete a contact
pipedrive_search_persons Search contacts by name, email, or phone

Organizations (5 tools)

Tool Description
pipedrive_list_organizations List organizations with pagination
pipedrive_get_organization Get full org details including resolved custom fields
pipedrive_create_organization Create a new organization
pipedrive_delete_organization Permanently delete an organization
pipedrive_search_organizations Search organizations by name or address

Notes (2 tools)

Tool Description
pipedrive_list_notes List notes filtered by deal, person, or organization
pipedrive_add_note Add a note to a deal, contact, or organization

Activities (3 tools)

Tool Description
pipedrive_list_activities List activities filtered by deal, person, org, or completion status
pipedrive_create_activity Create a new activity (call, meeting, email, task, etc.)
pipedrive_update_activity Update or mark an activity as done

Pipelines & Stages (2 tools)

Tool Description
pipedrive_list_pipelines List all sales pipelines
pipedrive_list_stages List stages, optionally filtered by pipeline

Users (1 tool)

Tool Description
pipedrive_get_users List all users with ID, name, email, and active status

Search (1 tool)

Tool Description
pipedrive_search_all Global search across all item types simultaneously

Total: 34 tools


Available Prompts

Pre-built conversation starters available in Claude Desktop:

Prompt Description
list-all-deals Complete overview of all deals organized by status with total pipeline value
list-all-persons Full contact list grouped by organization
analyze-deals Deep pipeline analysis: values, stages, win rates, overdue deals, top deals by owner
analyze-contacts Contact and org overview with deal activity, engagement stats, cold prospects
find-high-value-deals Prioritized list of highest-value open deals with activity flags
analyze-leads Leads analysis: volume, owners, labels, values, upcoming close dates
compare-pipelines Side-by-side comparison of all pipelines with conversion rates

Key Features

  • Rate limiting — Bottleneck-based rate limiting stays safely under Pipedrive's API limits (70 req/2s)
  • Custom fields — get_deal, get_person, get_organization automatically resolve custom field hash keys to human-readable names and option labels
  • Full leads CRUD — Complete lead lifecycle: create, read, update, delete, search, label, archive
  • Advanced deal filtering — Filter by pipeline, value range, age, title keyword on top of standard filters
  • Delete operations — Permanently delete deals, leads, persons, and organizations
  • Global search — Search across all CRM record types in one call
  • Structured responses — All tools return both markdown text and structured JSON data

Requirements

  • Node.js 18 or higher
  • A Pipedrive account with API access
  • Claude Desktop

Development (local build)

git clone <repo>
cd pipedrive-mcp-server
npm install
npm run build

# Run locally
PIPEDRIVE_API_TOKEN=xxx PIPEDRIVE_COMPANY_DOMAIN=mycompany node dist/index.js

For local use, update claude_desktop_config.json to point to the built file:

{
  "mcpServers": {
    "pipedrive": {
      "command": "node",
      "args": ["/absolute/path/to/pipedrive-mcp-server/dist/index.js"],
      "env": {
        "PIPEDRIVE_API_TOKEN": "your_token",
        "PIPEDRIVE_COMPANY_DOMAIN": "your_subdomain"
      }
    }
  }
}

Publishing to npm

npm login
npm publish

After publishing, anyone can use it via the npx config shown at the top — no local installation needed.

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