Pipedrive MCP Server

A Model Context Protocol (MCP) server for Pipedrive CRM. This server allows LLMs like Claude to interact with your Pipedrive data through a standardized interface.

Developed by Osher Digital

Features

• 22 Tools for comprehensive Pipedrive access
• Saved Filter Support: Use Pipedrive's saved filters to query by custom fields
• Field Definitions: Map custom field hashes to human-readable names
• Activities: Access calls, meetings, tasks, and emails
• Flexible Sorting: Sort deals by date, value, or title
• Date Range Filtering: Filter by created/updated dates
• Rate Limiting: Built-in rate limiting to respect Pipedrive API limits

Installation

cd pipedrive-mcp-python

# Install with uv
uv sync

Configuration

Create a .env file in the project root (or set environment variables):

# Required
PIPEDRIVE_API_TOKEN=your_api_token_here
PIPEDRIVE_DOMAIN=your-company.pipedrive.com

# Optional - Rate Limiting
PIPEDRIVE_RATE_LIMIT_MIN_TIME_MS=250
PIPEDRIVE_RATE_LIMIT_MAX_CONCURRENT=2

Getting Your API Token

1. Log into your Pipedrive account
2. Go to Settings > Personal preferences > API
3. Copy your API token

Usage

Running the Server

# Run with uv
uv run pipedrive-mcp

Claude Desktop Integration

Add to your Claude Desktop configuration:

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

{
  "mcpServers": {
    "pipedrive": {
      "command": "/path/to/pipedrive-mcp-python/.venv/bin/python",
      "args": ["-m", "pipedrive_mcp.server"],
      "cwd": "/path/to/pipedrive-mcp-python"
    }
  }
}

Set environment variables in your shell profile or .env file in the project directory.

Claude Code CLI Integration

claude mcp add pipedrive -- /path/to/pipedrive-mcp-python/.venv/bin/python -m pipedrive_mcp.server

Available Tools (22)

User Management

Tool	Description
get_users()	Get all users/owners from Pipedrive

Deals

Tool	Description
get_deals(...)	Get deals with comprehensive filtering (see below)
get_deal(deal_id)	Get a single deal by ID with all custom fields
get_deal_notes(deal_id)	Get notes for a specific deal
search_deals(term, limit)	Full-text search deals

get_deals parameters:

• search_title - Search by deal title (partial matches)
• owner_id - Filter by owner/user ID
• stage_id - Filter by pipeline stage
• status - Filter by status: open, won, lost, deleted (default: open)
• pipeline_id - Filter by pipeline
• filter_id - Use a saved filter from Pipedrive
• min_value / max_value - Filter by deal value range
• created_after / created_before - Filter by creation date (ISO format: YYYY-MM-DD)
• updated_after / updated_before - Filter by update date
• sort_by - Sort field: add_time, update_time, title, value (default: add_time)
• sort_order - Sort direction: asc, desc (default: desc)
• limit - Maximum results (default: 500)

Persons (Contacts)

Tool	Description
get_persons(filter_id, limit)	Get all persons, optionally filtered by saved filter
get_person(person_id)	Get a single person by ID with all custom fields
search_persons(term, limit)	Full-text search persons

Organizations

Tool	Description
get_organizations(filter_id, limit)	Get all organizations, optionally filtered
get_organization(org_id)	Get a single organization by ID
search_organizations(term, limit)	Full-text search organizations

Pipelines & Stages

Tool	Description
get_pipelines()	Get all sales pipelines
get_pipeline(pipeline_id)	Get a single pipeline by ID
get_stages(pipeline_id)	Get all stages, optionally filtered by pipeline

Leads

Tool	Description
search_leads(term, limit)	Full-text search leads

Universal Search

Tool	Description
search_all(term, item_types, limit)	Search across all item types

Supported item types: deal, person, organization, product, file, activity, lead

Filters

Tool	Description
get_filters(filter_type)	Get all saved filters from Pipedrive

Filter types: deals, persons, org, products, activities

Use saved filters to query by custom fields:

1. Create a filter in Pipedrive UI with your criteria
2. Call get_filters() to find the filter's ID
3. Pass filter_id to get_persons(), get_deals(), or get_organizations()

Field Definitions

Tool	Description
get_deal_fields()	Get deal field definitions (maps hash IDs to names)
get_person_fields()	Get person field definitions
get_organization_fields()	Get organization field definitions

These tools map custom field hash keys (like c3976c9693716fc786c2092081506816441ee526) to human-readable field names.

Activities

Tool	Description
get_activities(...)	Get activities (calls, meetings, tasks, emails)
get_activity_types()	Get all activity types configured in Pipedrive

get_activities parameters:

• deal_id - Filter by deal
• person_id - Filter by person
• org_id - Filter by organization
• user_id - Filter by assigned user
• activity_type - Filter by type (call, meeting, task, email, etc.)
• done - Filter by completion status (True/False)
• start_date / end_date - Filter by date range (ISO format)
• limit - Maximum results (default: 100)

Examples

Get 10 most recent deals

get_deals(limit=10)

Get deals created this year

get_deals(created_after="2026-01-01")

Get highest value deals

get_deals(sort_by="value", sort_order="desc", limit=10)

Get contacts matching a saved filter

get_filters(filter_type="persons")  # Find the filter ID
get_persons(filter_id=122)          # Use the filter

Get all calls for a specific deal

get_activities(deal_id=123, activity_type="call")

Understand a custom field

get_deal_fields()  # Returns mapping of hash keys to field names

Development

# Install with dev dependencies
uv sync --extra dev

# Run tests
uv run pytest

# Run with verbose output
uv run pytest -v

License

MIT License - see LICENSE file for details.

Attribution

Developed by Osher Digital - Digital transformation and AI integration specialists.