Pipedrive MCP Server
Comprehensive MCP server for Pipedrive CRM with 118 tools and 27 UI apps, enabling full CRM operations via natural language.
README
Pipedrive MCP Server
The most comprehensive Model Context Protocol (MCP) server for Pipedrive CRM โ built with 118 production-ready tools and 27 rich UI applications.
๐ Features
- 118 Production-Ready Tools โ Complete Pipedrive API coverage across 16 functional areas
- 27 Rich UI Apps โ Interactive React dashboards, grids, analytics, and management interfaces
- Full CRUD Operations โ Create, read, update, delete, search, and bulk operations
- Advanced Analytics โ Pipeline metrics, revenue tracking, conversion funnels, goal progress
- Webhook Management โ Subscribe to real-time events, manage subscriptions
- Rate Limiting โ Built-in API rate limit handling with automatic retries
- Type-Safe โ Full TypeScript implementation with strict type checking
- Extensible โ Modular architecture makes it easy to add custom tools
๐ฆ Installation
From npm (coming soon)
npm install -g pipedrive-mcp
From Source
git clone <repository-url>
cd servers/pipedrive
npm install
npm run build
๐ง Configuration
MCP Settings (Claude Desktop, Continue, etc.)
Add to your MCP configuration file:
{
"mcpServers": {
"pipedrive": {
"command": "npx",
"args": ["-y", "pipedrive-mcp"],
"env": {
"PIPEDRIVE_API_TOKEN": "your-api-token-here",
"PIPEDRIVE_COMPANY_DOMAIN": "your-company"
}
}
}
}
Environment Variables
| Variable | Required | Description |
|---|---|---|
PIPEDRIVE_API_TOKEN |
Yes | Your Pipedrive API token (Settings โ API โ Personal preferences) |
PIPEDRIVE_COMPANY_DOMAIN |
Yes | Your Pipedrive company domain (e.g., mycompany from mycompany.pipedrive.com) |
Getting Your API Token
- Log in to Pipedrive
- Go to Settings โ Personal preferences
- Click API tab
- Copy your Personal API token
๐ ๏ธ Tool Categories (118 Tools)
1. Deals (11 tools)
pipedrive_deals_listโ List all deals with filteringpipedrive_deals_getโ Get specific deal detailspipedrive_deals_createโ Create new dealpipedrive_deals_updateโ Update deal detailspipedrive_deals_deleteโ Delete dealpipedrive_deals_searchโ Search deals by termpipedrive_deals_duplicateโ Duplicate existing dealpipedrive_deals_mergeโ Merge two dealspipedrive_deals_followers_listโ List deal followerspipedrive_deals_followers_addโ Add follower to dealpipedrive_deals_productsโ Manage deal products
2. Persons (10 tools)
pipedrive_persons_listโ List all personspipedrive_persons_getโ Get person detailspipedrive_persons_createโ Create new personpipedrive_persons_updateโ Update personpipedrive_persons_deleteโ Delete personpipedrive_persons_searchโ Search personspipedrive_persons_mergeโ Merge two personspipedrive_persons_dealsโ Get person's dealspipedrive_persons_followersโ Manage person followerspipedrive_persons_pictureโ Manage person picture
3. Organizations (9 tools)
pipedrive_organizations_listโ List all organizationspipedrive_organizations_getโ Get organization detailspipedrive_organizations_createโ Create new organizationpipedrive_organizations_updateโ Update organizationpipedrive_organizations_deleteโ Delete organizationpipedrive_organizations_searchโ Search organizationspipedrive_organizations_mergeโ Merge two organizationspipedrive_organizations_dealsโ Get org's dealspipedrive_organizations_personsโ Get org's persons
4. Activities (10 tools)
pipedrive_activities_listโ List all activitiespipedrive_activities_getโ Get activity detailspipedrive_activities_createโ Create new activitypipedrive_activities_updateโ Update activitypipedrive_activities_deleteโ Delete activitypipedrive_activities_bulk_deleteโ Delete multiple activitiespipedrive_activities_bulk_updateโ Update multiple activitiespipedrive_activities_types_listโ List activity typespipedrive_activities_types_createโ Create activity typepipedrive_activities_types_updateโ Update activity type
5. Pipelines (6 tools)
pipedrive_pipelines_listโ List all pipelinespipedrive_pipelines_getโ Get pipeline detailspipedrive_pipelines_createโ Create new pipelinepipedrive_pipelines_updateโ Update pipelinepipedrive_pipelines_deleteโ Delete pipelinepipedrive_pipelines_dealsโ Get pipeline deals
6. Stages (8 tools)
pipedrive_stages_listโ List all stagespipedrive_stages_getโ Get stage detailspipedrive_stages_createโ Create new stagepipedrive_stages_updateโ Update stagepipedrive_stages_deleteโ Delete stagepipedrive_stages_dealsโ Get stage dealspipedrive_stages_reorderโ Reorder stagespipedrive_stages_conversionโ Get conversion stats
7. Products (8 tools)
pipedrive_products_listโ List all productspipedrive_products_getโ Get product detailspipedrive_products_createโ Create new productpipedrive_products_updateโ Update productpipedrive_products_deleteโ Delete productpipedrive_products_searchโ Search productspipedrive_products_dealsโ Get product dealspipedrive_products_followersโ Manage followers
8. Leads (9 tools)
pipedrive_leads_listโ List all leadspipedrive_leads_getโ Get lead detailspipedrive_leads_createโ Create new leadpipedrive_leads_updateโ Update leadpipedrive_leads_deleteโ Delete leadpipedrive_leads_searchโ Search leadspipedrive_leads_labelsโ Manage lead labelspipedrive_leads_sourcesโ Manage lead sourcespipedrive_leads_convertโ Convert lead to deal
9. Notes (6 tools)
pipedrive_notes_listโ List all notespipedrive_notes_getโ Get note detailspipedrive_notes_createโ Create new notepipedrive_notes_updateโ Update notepipedrive_notes_deleteโ Delete notepipedrive_notes_commentsโ Manage note comments
10. Files (7 tools)
pipedrive_files_listโ List all filespipedrive_files_getโ Get file detailspipedrive_files_createโ Upload new filepipedrive_files_updateโ Update file detailspipedrive_files_deleteโ Delete filepipedrive_files_downloadโ Download filepipedrive_files_linkโ Link file to entity
11. Filters (6 tools)
pipedrive_filters_listโ List all filterspipedrive_filters_getโ Get filter detailspipedrive_filters_createโ Create new filterpipedrive_filters_updateโ Update filterpipedrive_filters_deleteโ Delete filterpipedrive_filters_applyโ Apply filter to data
12. Goals (7 tools)
pipedrive_goals_listโ List all goalspipedrive_goals_getโ Get goal detailspipedrive_goals_createโ Create new goalpipedrive_goals_updateโ Update goalpipedrive_goals_deleteโ Delete goalpipedrive_goals_resultsโ Get goal resultspipedrive_goals_progressโ Track goal progress
13. Webhooks (6 tools)
pipedrive_webhooks_listโ List all webhookspipedrive_webhooks_getโ Get webhook detailspipedrive_webhooks_createโ Create new webhookpipedrive_webhooks_updateโ Update webhookpipedrive_webhooks_deleteโ Delete webhookpipedrive_webhooks_testโ Test webhook
14. Users (5 tools)
pipedrive_users_listโ List all userspipedrive_users_getโ Get user detailspipedrive_users_currentโ Get current userpipedrive_users_permissionsโ Get user permissionspipedrive_users_followersโ Manage user followers
15. Mail (8 tools)
pipedrive_mail_threads_listโ List mail threadspipedrive_mail_threads_getโ Get thread detailspipedrive_mail_messages_listโ List messagespipedrive_mail_messages_getโ Get message detailspipedrive_mail_sendโ Send new emailpipedrive_mail_syncโ Sync mail accountpipedrive_mail_foldersโ Manage folderspipedrive_mail_settingsโ Manage settings
16. Subscriptions (12 tools)
pipedrive_subscriptions_listโ List all subscriptionspipedrive_subscriptions_getโ Get subscription detailspipedrive_subscriptions_createโ Create subscriptionpipedrive_subscriptions_updateโ Update subscriptionpipedrive_subscriptions_deleteโ Delete subscriptionpipedrive_subscriptions_paymentsโ Track paymentspipedrive_subscriptions_recurringโ Manage recurringpipedrive_subscriptions_addonsโ Manage add-onspipedrive_subscriptions_pauseโ Pause subscriptionpipedrive_subscriptions_resumeโ Resume subscriptionpipedrive_subscriptions_cancelโ Cancel subscriptionpipedrive_subscriptions_renewโ Renew subscription
๐จ UI Applications (27 Apps)
Deals & Pipeline Management
- deal-dashboard โ Executive dashboard with key deal metrics
- deal-detail โ Detailed deal view with timeline and activities
- deal-grid โ Sortable, filterable deal grid with bulk actions
- deals-timeline โ Visual timeline of deal progression
- pipeline-kanban โ Drag-and-drop kanban board for deals
- pipeline-analytics โ Pipeline health, conversion rates, forecasting
- pipeline-funnel โ Conversion funnel visualization
- won-deals โ Celebration board of closed-won deals
People & Organizations
- person-detail โ Comprehensive person profile
- person-grid โ People database with advanced filtering
- org-detail โ Organization profile with related entities
- org-grid โ Organizations table with search
Activities & Communication
- activity-calendar โ Calendar view of all activities
- activity-dashboard โ Activity metrics and insights
- email-inbox โ Mail threads and messages viewer
- lead-inbox โ Lead management interface
- lead-detail โ Detailed lead view with conversion tracking
Products & Revenue
- product-catalog โ Product library with pricing
- product-detail โ Product details with deal history
- revenue-dashboard โ Revenue analytics and forecasts
- subscription-manager โ Subscription lifecycle management
Content & Organization
- note-manager โ Notes library with search and tags
- file-manager โ File repository with previews
- filter-manager โ Create and manage custom filters
Analytics & Reporting
- goal-tracker โ Goals progress and achievement tracking
- user-stats โ User performance metrics
- search-results โ Universal search across all entities
๐ Usage Examples
Creating a Deal
// Using MCP tool
pipedrive_deals_create({
title: "Enterprise Deal - Acme Corp",
value: 50000,
currency: "USD",
person_id: 123,
org_id: 456,
pipeline_id: 1,
stage_id: 2,
expected_close_date: "2024-12-31"
})
Searching for Contacts
// Search persons by email
pipedrive_persons_search({
term: "john@example.com",
fields: "email",
exact_match: true
})
Getting Pipeline Analytics
// Get pipeline metrics
pipedrive_pipelines_get({
id: 1,
totals_convert_currency: "USD"
})
// Get stage conversion rates
pipedrive_stages_conversion({
pipeline_id: 1,
start_date: "2024-01-01",
end_date: "2024-12-31"
})
Managing Activities
// Create a meeting
pipedrive_activities_create({
subject: "Product Demo",
type: "meeting",
due_date: "2024-06-15",
due_time: "14:00",
duration: "01:00",
deal_id: 789,
person_id: 123
})
// List today's activities
pipedrive_activities_list({
start_date: "2024-06-12",
end_date: "2024-06-12",
user_id: 1
})
Setting Up Webhooks
// Subscribe to deal updates
pipedrive_webhooks_create({
subscription_url: "https://your-app.com/webhooks/pipedrive",
event_action: "updated",
event_object: "deal"
})
// List all webhooks
pipedrive_webhooks_list()
Working with Products
// Add product to deal
pipedrive_deals_products({
deal_id: 789,
product_id: 456,
item_price: 99.99,
quantity: 10
})
// Search products by SKU
pipedrive_products_search({
term: "SKU-12345",
fields: "code"
})
๐๏ธ Architecture
servers/pipedrive/
โโโ src/
โ โโโ index.ts # MCP server entry point
โ โโโ client.ts # Pipedrive API client
โ โโโ types.ts # TypeScript type definitions
โ โโโ tools/ # 16 tool modules (118 tools)
โ โ โโโ deals-tools.ts
โ โ โโโ persons-tools.ts
โ โ โโโ organizations-tools.ts
โ โ โโโ activities-tools.ts
โ โ โโโ pipelines-tools.ts
โ โ โโโ stages-tools.ts
โ โ โโโ products-tools.ts
โ โ โโโ leads-tools.ts
โ โ โโโ notes-tools.ts
โ โ โโโ files-tools.ts
โ โ โโโ filters-tools.ts
โ โ โโโ goals-tools.ts
โ โ โโโ webhooks-tools.ts
โ โ โโโ users-tools.ts
โ โ โโโ mail-tools.ts
โ โ โโโ subscriptions-tools.ts
โ โโโ apps/ # 27 UI apps (React)
โ โ โโโ deal-dashboard.ts
โ โ โโโ pipeline-kanban.ts
โ โ โโโ revenue-dashboard.ts
โ โ โโโ ... (24 more)
โ โโโ ui/
โ โโโ react-app/ # React source for apps
โโโ package.json
โโโ tsconfig.json
โโโ README.md
๐ API Client Features
The built-in API client (PipedriveClient) provides:
- Automatic rate limiting โ Respects Pipedrive API limits
- Retry logic โ Auto-retry on rate limit and transient errors
- Type safety โ Full TypeScript support
- Error handling โ Descriptive error messages
- Pagination โ Automatic pagination handling
- Authentication โ Secure API token management
๐งช Development
Build
npm run build
Development Mode
npm run dev
Clean Build
npm run clean && npm run build
Type Checking
npx tsc --noEmit
๐ License
MIT License - see LICENSE file for details.
๐ค Contributing
Contributions welcome! Please:
- Fork the repository
- Create a feature branch
- Add tests for new functionality
- Submit a pull request
๐ Resources
๐ Support
For issues and questions:
- Open an issue on GitHub
- Check Pipedrive Developer Community
- Review MCP Documentation
๐ฏ Roadmap
- [ ] Additional webhook event handlers
- [ ] Custom field management tools
- [ ] Advanced search operators
- [ ] Bulk import/export capabilities
- [ ] Real-time collaboration features
- [ ] Enhanced analytics and reporting
- [ ] Custom dashboard builder
- [ ] Workflow automation tools
Built with โค๏ธ for the MCP ecosystem
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