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.
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 tokenPIPEDRIVE_COMPANY_DOMAIN: Just the subdomain of your Pipedrive URL. If your URL ishttps://mycompany.pipedrive.com, usemycompany
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_organizationautomatically 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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