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 — built with 118 production-ready tools and 27 rich UI applications.
🚀 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
- Log in to Pipedrive
- Go to Settings → Personal preferences
- Click API tab
- Copy your Personal API token
🛠️ Tool Categories (118 Tools)
1. Deals (11 tools)
pipedrive_deals_list— List all deals with filteringpipedrive_deals_get— Get specific deal detailspipedrive_deals_create— Create new dealpipedrive_deals_update— Update deal detailspipedrive_deals_delete— Delete dealpipedrive_deals_search— Search deals by termpipedrive_deals_duplicate— Duplicate existing dealpipedrive_deals_merge— Merge two dealspipedrive_deals_followers_list— List deal followerspipedrive_deals_followers_add— Add follower to dealpipedrive_deals_products— Manage deal products
2. Persons (10 tools)
pipedrive_persons_list— List all personspipedrive_persons_get— Get person detailspipedrive_persons_create— Create new personpipedrive_persons_update— Update personpipedrive_persons_delete— Delete personpipedrive_persons_search— Search personspipedrive_persons_merge— Merge two personspipedrive_persons_deals— Get person's dealspipedrive_persons_followers— Manage person followerspipedrive_persons_picture— Manage person picture
3. Organizations (9 tools)
pipedrive_organizations_list— List all organizationspipedrive_organizations_get— Get organization detailspipedrive_organizations_create— Create new organizationpipedrive_organizations_update— Update organizationpipedrive_organizations_delete— Delete organizationpipedrive_organizations_search— Search organizationspipedrive_organizations_merge— Merge two organizationspipedrive_organizations_deals— Get org's dealspipedrive_organizations_persons— Get org's persons
4. Activities (10 tools)
pipedrive_activities_list— List all activitiespipedrive_activities_get— Get activity detailspipedrive_activities_create— Create new activitypipedrive_activities_update— Update activitypipedrive_activities_delete— Delete activitypipedrive_activities_bulk_delete— Delete multiple activitiespipedrive_activities_bulk_update— Update multiple activitiespipedrive_activities_types_list— List activity typespipedrive_activities_types_create— Create activity typepipedrive_activities_types_update— Update activity type
5. Pipelines (6 tools)
pipedrive_pipelines_list— List all pipelinespipedrive_pipelines_get— Get pipeline detailspipedrive_pipelines_create— Create new pipelinepipedrive_pipelines_update— Update pipelinepipedrive_pipelines_delete— Delete pipelinepipedrive_pipelines_deals— Get pipeline deals
6. Stages (8 tools)
pipedrive_stages_list— List all stagespipedrive_stages_get— Get stage detailspipedrive_stages_create— Create new stagepipedrive_stages_update— Update stagepipedrive_stages_delete— Delete stagepipedrive_stages_deals— Get stage dealspipedrive_stages_reorder— Reorder stagespipedrive_stages_conversion— Get conversion stats
7. Products (8 tools)
pipedrive_products_list— List all productspipedrive_products_get— Get product detailspipedrive_products_create— Create new productpipedrive_products_update— Update productpipedrive_products_delete— Delete productpipedrive_products_search— Search productspipedrive_products_deals— Get product dealspipedrive_products_followers— Manage followers
8. Leads (9 tools)
pipedrive_leads_list— List all leadspipedrive_leads_get— Get lead detailspipedrive_leads_create— Create new leadpipedrive_leads_update— Update leadpipedrive_leads_delete— Delete leadpipedrive_leads_search— Search leadspipedrive_leads_labels— Manage lead labelspipedrive_leads_sources— Manage lead sourcespipedrive_leads_convert— Convert lead to deal
9. Notes (6 tools)
pipedrive_notes_list— List all notespipedrive_notes_get— Get note detailspipedrive_notes_create— Create new notepipedrive_notes_update— Update notepipedrive_notes_delete— Delete notepipedrive_notes_comments— Manage note comments
10. Files (7 tools)
pipedrive_files_list— List all filespipedrive_files_get— Get file detailspipedrive_files_create— Upload new filepipedrive_files_update— Update file detailspipedrive_files_delete— Delete filepipedrive_files_download— Download filepipedrive_files_link— Link file to entity
11. Filters (6 tools)
pipedrive_filters_list— List all filterspipedrive_filters_get— Get filter detailspipedrive_filters_create— Create new filterpipedrive_filters_update— Update filterpipedrive_filters_delete— Delete filterpipedrive_filters_apply— Apply filter to data
12. Goals (7 tools)
pipedrive_goals_list— List all goalspipedrive_goals_get— Get goal detailspipedrive_goals_create— Create new goalpipedrive_goals_update— Update goalpipedrive_goals_delete— Delete goalpipedrive_goals_results— Get goal resultspipedrive_goals_progress— Track goal progress
13. Webhooks (6 tools)
pipedrive_webhooks_list— List all webhookspipedrive_webhooks_get— Get webhook detailspipedrive_webhooks_create— Create new webhookpipedrive_webhooks_update— Update webhookpipedrive_webhooks_delete— Delete webhookpipedrive_webhooks_test— Test webhook
14. Users (5 tools)
pipedrive_users_list— List all userspipedrive_users_get— Get user detailspipedrive_users_current— Get current userpipedrive_users_permissions— Get user permissionspipedrive_users_followers— Manage user followers
15. Mail (8 tools)
pipedrive_mail_threads_list— List mail threadspipedrive_mail_threads_get— Get thread detailspipedrive_mail_messages_list— List messagespipedrive_mail_messages_get— Get message detailspipedrive_mail_send— Send new emailpipedrive_mail_sync— Sync mail accountpipedrive_mail_folders— Manage folderspipedrive_mail_settings— Manage settings
16. Subscriptions (12 tools)
pipedrive_subscriptions_list— List all subscriptionspipedrive_subscriptions_get— Get subscription detailspipedrive_subscriptions_create— Create subscriptionpipedrive_subscriptions_update— Update subscriptionpipedrive_subscriptions_delete— Delete subscriptionpipedrive_subscriptions_payments— Track paymentspipedrive_subscriptions_recurring— Manage recurringpipedrive_subscriptions_addons— Manage add-onspipedrive_subscriptions_pause— Pause subscriptionpipedrive_subscriptions_resume— Resume subscriptionpipedrive_subscriptions_cancel— Cancel subscriptionpipedrive_subscriptions_renew— Renew subscription
🎨 UI Applications (27 Apps)
Deals & Pipeline Management
- deal-dashboard — Executive dashboard with key deal metrics
- deal-detail — Detailed deal view with timeline and activities
- deal-grid — Sortable, filterable deal grid with bulk actions
- deals-timeline — Visual timeline of deal progression
- pipeline-kanban — Drag-and-drop kanban board for deals
- pipeline-analytics — Pipeline health, conversion rates, forecasting
- pipeline-funnel — Conversion funnel visualization
- won-deals — Celebration board of closed-won deals
People & Organizations
- person-detail — Comprehensive person profile
- person-grid — People database with advanced filtering
- org-detail — Organization profile with related entities
- org-grid — Organizations table with search
Activities & Communication
- activity-calendar — Calendar view of all activities
- activity-dashboard — Activity metrics and insights
- email-inbox — Mail threads and messages viewer
- lead-inbox — Lead management interface
- lead-detail — Detailed lead view with conversion tracking
Products & Revenue
- product-catalog — Product library with pricing
- product-detail — Product details with deal history
- revenue-dashboard — Revenue analytics and forecasts
- subscription-manager — Subscription lifecycle management
Content & Organization
- note-manager — Notes library with search and tags
- file-manager — File repository with previews
- filter-manager — Create and manage custom filters
Analytics & Reporting
- goal-tracker — Goals progress and achievement tracking
- user-stats — User performance metrics
- 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:
- Fork the repository
- Create a feature branch
- Add tests for new functionality
- Submit a pull request
📚 Resources
🆘 Support
For issues and questions:
- Open an issue on GitHub
- Check Pipedrive Developer Community
- Review MCP Documentation
🎯 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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