Pipedrive MCP Server

Pipedrive MCP Server

Comprehensive MCP server for Pipedrive CRM with 118 tools and 27 UI apps, enabling full CRM operations via natural language.

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README

Pipedrive MCP Server

The most comprehensive Model Context Protocol (MCP) server for Pipedrive CRM — built with 118 production-ready tools and 27 rich UI applications.

License: MIT TypeScript MCP SDK

🚀 Features

  • 118 Production-Ready Tools — Complete Pipedrive API coverage across 16 functional areas
  • 27 Rich UI Apps — Interactive React dashboards, grids, analytics, and management interfaces
  • Full CRUD Operations — Create, read, update, delete, search, and bulk operations
  • Advanced Analytics — Pipeline metrics, revenue tracking, conversion funnels, goal progress
  • Webhook Management — Subscribe to real-time events, manage subscriptions
  • Rate Limiting — Built-in API rate limit handling with automatic retries
  • Type-Safe — Full TypeScript implementation with strict type checking
  • Extensible — Modular architecture makes it easy to add custom tools

📦 Installation

From npm (coming soon)

npm install -g pipedrive-mcp

From Source

git clone <repository-url>
cd servers/pipedrive
npm install
npm run build

🔧 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 → API → Personal preferences)
PIPEDRIVE_COMPANY_DOMAIN Yes Your Pipedrive company domain (e.g., mycompany from mycompany.pipedrive.com)

Getting Your API Token

  1. Log in to Pipedrive
  2. Go to SettingsPersonal preferences
  3. Click API tab
  4. Copy your Personal API token

🛠️ Tool Categories (118 Tools)

1. Deals (11 tools)

  • pipedrive_deals_list — List all deals with filtering
  • pipedrive_deals_get — Get specific deal details
  • pipedrive_deals_create — Create new deal
  • pipedrive_deals_update — Update deal details
  • pipedrive_deals_delete — Delete deal
  • pipedrive_deals_search — Search deals by term
  • pipedrive_deals_duplicate — Duplicate existing deal
  • pipedrive_deals_merge — Merge two deals
  • pipedrive_deals_followers_list — List deal followers
  • pipedrive_deals_followers_add — Add follower to deal
  • pipedrive_deals_products — Manage deal products

2. Persons (10 tools)

  • pipedrive_persons_list — List all persons
  • pipedrive_persons_get — Get person details
  • pipedrive_persons_create — Create new person
  • pipedrive_persons_update — Update person
  • pipedrive_persons_delete — Delete person
  • pipedrive_persons_search — Search persons
  • pipedrive_persons_merge — Merge two persons
  • pipedrive_persons_deals — Get person's deals
  • pipedrive_persons_followers — Manage person followers
  • pipedrive_persons_picture — Manage person picture

3. Organizations (9 tools)

  • pipedrive_organizations_list — List all organizations
  • pipedrive_organizations_get — Get organization details
  • pipedrive_organizations_create — Create new organization
  • pipedrive_organizations_update — Update organization
  • pipedrive_organizations_delete — Delete organization
  • pipedrive_organizations_search — Search organizations
  • pipedrive_organizations_merge — Merge two organizations
  • pipedrive_organizations_deals — Get org's deals
  • pipedrive_organizations_persons — Get org's persons

4. Activities (10 tools)

  • pipedrive_activities_list — List all activities
  • pipedrive_activities_get — Get activity details
  • pipedrive_activities_create — Create new activity
  • pipedrive_activities_update — Update activity
  • pipedrive_activities_delete — Delete activity
  • pipedrive_activities_bulk_delete — Delete multiple activities
  • pipedrive_activities_bulk_update — Update multiple activities
  • pipedrive_activities_types_list — List activity types
  • pipedrive_activities_types_create — Create activity type
  • pipedrive_activities_types_update — Update activity type

5. Pipelines (6 tools)

  • pipedrive_pipelines_list — List all pipelines
  • pipedrive_pipelines_get — Get pipeline details
  • pipedrive_pipelines_create — Create new pipeline
  • pipedrive_pipelines_update — Update pipeline
  • pipedrive_pipelines_delete — Delete pipeline
  • pipedrive_pipelines_deals — Get pipeline deals

6. Stages (8 tools)

  • pipedrive_stages_list — List all stages
  • pipedrive_stages_get — Get stage details
  • pipedrive_stages_create — Create new stage
  • pipedrive_stages_update — Update stage
  • pipedrive_stages_delete — Delete stage
  • pipedrive_stages_deals — Get stage deals
  • pipedrive_stages_reorder — Reorder stages
  • pipedrive_stages_conversion — Get conversion stats

7. Products (8 tools)

  • pipedrive_products_list — List all products
  • pipedrive_products_get — Get product details
  • pipedrive_products_create — Create new product
  • pipedrive_products_update — Update product
  • pipedrive_products_delete — Delete product
  • pipedrive_products_search — Search products
  • pipedrive_products_deals — Get product deals
  • pipedrive_products_followers — Manage followers

8. Leads (9 tools)

  • pipedrive_leads_list — List all leads
  • pipedrive_leads_get — Get lead details
  • pipedrive_leads_create — Create new lead
  • pipedrive_leads_update — Update lead
  • pipedrive_leads_delete — Delete lead
  • pipedrive_leads_search — Search leads
  • pipedrive_leads_labels — Manage lead labels
  • pipedrive_leads_sources — Manage lead sources
  • pipedrive_leads_convert — Convert lead to deal

9. Notes (6 tools)

  • pipedrive_notes_list — List all notes
  • pipedrive_notes_get — Get note details
  • pipedrive_notes_create — Create new note
  • pipedrive_notes_update — Update note
  • pipedrive_notes_delete — Delete note
  • pipedrive_notes_comments — Manage note comments

10. Files (7 tools)

  • pipedrive_files_list — List all files
  • pipedrive_files_get — Get file details
  • pipedrive_files_create — Upload new file
  • pipedrive_files_update — Update file details
  • pipedrive_files_delete — Delete file
  • pipedrive_files_download — Download file
  • pipedrive_files_link — Link file to entity

11. Filters (6 tools)

  • pipedrive_filters_list — List all filters
  • pipedrive_filters_get — Get filter details
  • pipedrive_filters_create — Create new filter
  • pipedrive_filters_update — Update filter
  • pipedrive_filters_delete — Delete filter
  • pipedrive_filters_apply — Apply filter to data

12. Goals (7 tools)

  • pipedrive_goals_list — List all goals
  • pipedrive_goals_get — Get goal details
  • pipedrive_goals_create — Create new goal
  • pipedrive_goals_update — Update goal
  • pipedrive_goals_delete — Delete goal
  • pipedrive_goals_results — Get goal results
  • pipedrive_goals_progress — Track goal progress

13. Webhooks (6 tools)

  • pipedrive_webhooks_list — List all webhooks
  • pipedrive_webhooks_get — Get webhook details
  • pipedrive_webhooks_create — Create new webhook
  • pipedrive_webhooks_update — Update webhook
  • pipedrive_webhooks_delete — Delete webhook
  • pipedrive_webhooks_test — Test webhook

14. Users (5 tools)

  • pipedrive_users_list — List all users
  • pipedrive_users_get — Get user details
  • pipedrive_users_current — Get current user
  • pipedrive_users_permissions — Get user permissions
  • pipedrive_users_followers — Manage user followers

15. Mail (8 tools)

  • pipedrive_mail_threads_list — List mail threads
  • pipedrive_mail_threads_get — Get thread details
  • pipedrive_mail_messages_list — List messages
  • pipedrive_mail_messages_get — Get message details
  • pipedrive_mail_send — Send new email
  • pipedrive_mail_sync — Sync mail account
  • pipedrive_mail_folders — Manage folders
  • pipedrive_mail_settings — Manage settings

16. Subscriptions (12 tools)

  • pipedrive_subscriptions_list — List all subscriptions
  • pipedrive_subscriptions_get — Get subscription details
  • pipedrive_subscriptions_create — Create subscription
  • pipedrive_subscriptions_update — Update subscription
  • pipedrive_subscriptions_delete — Delete subscription
  • pipedrive_subscriptions_payments — Track payments
  • pipedrive_subscriptions_recurring — Manage recurring
  • pipedrive_subscriptions_addons — Manage add-ons
  • pipedrive_subscriptions_pause — Pause subscription
  • pipedrive_subscriptions_resume — Resume subscription
  • pipedrive_subscriptions_cancel — Cancel subscription
  • pipedrive_subscriptions_renew — Renew subscription

🎨 UI Applications (27 Apps)

Deals & Pipeline Management

  1. deal-dashboard — Executive dashboard with key deal metrics
  2. deal-detail — Detailed deal view with timeline and activities
  3. deal-grid — Sortable, filterable deal grid with bulk actions
  4. deals-timeline — Visual timeline of deal progression
  5. pipeline-kanban — Drag-and-drop kanban board for deals
  6. pipeline-analytics — Pipeline health, conversion rates, forecasting
  7. pipeline-funnel — Conversion funnel visualization
  8. won-deals — Celebration board of closed-won deals

People & Organizations

  1. person-detail — Comprehensive person profile
  2. person-grid — People database with advanced filtering
  3. org-detail — Organization profile with related entities
  4. org-grid — Organizations table with search

Activities & Communication

  1. activity-calendar — Calendar view of all activities
  2. activity-dashboard — Activity metrics and insights
  3. email-inbox — Mail threads and messages viewer
  4. lead-inbox — Lead management interface
  5. lead-detail — Detailed lead view with conversion tracking

Products & Revenue

  1. product-catalog — Product library with pricing
  2. product-detail — Product details with deal history
  3. revenue-dashboard — Revenue analytics and forecasts
  4. subscription-manager — Subscription lifecycle management

Content & Organization

  1. note-manager — Notes library with search and tags
  2. file-manager — File repository with previews
  3. filter-manager — Create and manage custom filters

Analytics & Reporting

  1. goal-tracker — Goals progress and achievement tracking
  2. user-stats — User performance metrics
  3. search-results — Universal search across all entities

📖 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"
})

🏗️ Architecture

servers/pipedrive/
├── src/
│   ├── index.ts              # MCP server entry point
│   ├── client.ts             # Pipedrive API client
│   ├── types.ts              # TypeScript type definitions
│   ├── tools/                # 16 tool modules (118 tools)
│   │   ├── deals-tools.ts
│   │   ├── persons-tools.ts
│   │   ├── organizations-tools.ts
│   │   ├── activities-tools.ts
│   │   ├── pipelines-tools.ts
│   │   ├── stages-tools.ts
│   │   ├── products-tools.ts
│   │   ├── leads-tools.ts
│   │   ├── notes-tools.ts
│   │   ├── files-tools.ts
│   │   ├── filters-tools.ts
│   │   ├── goals-tools.ts
│   │   ├── webhooks-tools.ts
│   │   ├── users-tools.ts
│   │   ├── mail-tools.ts
│   │   └── subscriptions-tools.ts
│   ├── apps/                 # 27 UI apps (React)
│   │   ├── deal-dashboard.ts
│   │   ├── pipeline-kanban.ts
│   │   ├── revenue-dashboard.ts
│   │   └── ... (24 more)
│   └── ui/
│       └── react-app/        # React source for apps
├── package.json
├── tsconfig.json
└── README.md

🔌 API Client Features

The built-in API client (PipedriveClient) provides:

  • Automatic rate limiting — Respects Pipedrive API limits
  • Retry logic — Auto-retry on rate limit and transient errors
  • Type safety — Full TypeScript support
  • Error handling — Descriptive error messages
  • Pagination — Automatic pagination handling
  • Authentication — Secure API token management

🧪 Development

Build

npm run build

Development Mode

npm run dev

Clean Build

npm run clean && npm run build

Type Checking

npx tsc --noEmit

📝 License

MIT License - see LICENSE file for details.

🤝 Contributing

Contributions welcome! Please:

  1. Fork the repository
  2. Create a feature branch
  3. Add tests for new functionality
  4. Submit a pull request

📚 Resources

🆘 Support

For issues and questions:

🎯 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 ❤️ for the MCP ecosystem

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