Pipedrive MCP Server

Pipedrive MCP Server

Connects the Pipedrive API v2 to LLM applications, providing read-only access to CRM data including deals, contacts, and pipelines. It enables users to search and retrieve organization information, activities, and notes through natural language.

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README

Pipedrive MCP Server

A Model Context Protocol (MCP) server that connects to the Pipedrive API v2, exposing Pipedrive CRM data to LLM applications like Claude.

Features

  • Read-only access to Pipedrive data
  • Full entity support including:
    • Deals
    • Persons (Contacts)
    • Organizations
    • Pipelines & Stages
    • Activities
    • Notes
  • Search capabilities across all entity types
  • Custom fields support - All fields including custom fields are exposed
  • Predefined prompts for common operations

Prerequisites

  • Node.js (v16 or higher)
  • A Pipedrive account with API access
  • Pipedrive API token

Installation

  1. Clone the repository:
git clone https://github.com/yourusername/pipedrive-mcp-server.git
cd pipedrive-mcp-server
  1. Install dependencies:
npm install
  1. Create a .env file in the root directory:
cp .env.example .env
  1. Add your Pipedrive API token to the .env file:
PIPEDRIVE_API_TOKEN=your_pipedrive_api_token_here
  1. Build the project:
npm run build

Getting Your Pipedrive API Token

  1. Log in to your Pipedrive account
  2. Go to Personal Settings → API
  3. Copy your personal API token

Usage

Development Mode

Run the server with auto-reload for development:

npm run dev

Production Mode

Build and run the compiled server:

npm run build
npm start

Configuring with Claude Desktop

Add the following to your Claude Desktop configuration file:

macOS: ~/Library/Application Support/Claude/claude_desktop_config.json Windows: %APPDATA%\Claude\claude_desktop_config.json

{
  "mcpServers": {
    "pipedrive": {
      "command": "node",
      "args": ["/path/to/pipedrive-mcp-server/dist/index.js"],
      "env": {
        "PIPEDRIVE_API_TOKEN": "your_pipedrive_api_token_here"
      }
    }
  }
}

Available Tools

Deals

  • get_deals - List deals with filtering options
  • get_deal - Get a specific deal by ID
  • search_deals - Search for deals by term

Persons (Contacts)

  • get_persons - List persons with filtering options
  • get_person - Get a specific person by ID
  • search_persons - Search for persons by name

Organizations

  • get_organizations - List organizations
  • get_organization - Get a specific organization by ID
  • search_organizations - Search for organizations

Pipelines & Stages

  • get_pipelines - List all pipelines
  • get_pipeline - Get a specific pipeline
  • get_stages - List pipeline stages
  • get_stage - Get a specific stage

Activities

  • get_activities - List activities with filtering
  • get_activity - Get a specific activity

Notes

  • get_notes - List notes with filtering
  • get_note - Get a specific note

Search

  • search_items - Search across multiple item types

Predefined Prompts

The server includes several predefined prompts for common operations:

  • list_all_deals - List all deals with their details
  • search_person - Search for a person by name
  • get_organization_deals - Get all deals for a specific organization
  • pipeline_overview - Get overview of all pipelines and their stages

Development

Commands

npm run dev        # Run with auto-reload for development
npm run build      # Build TypeScript to JavaScript
npm run start      # Run the compiled server
npm run lint       # Run ESLint
npm run typecheck  # Run TypeScript type checking
npm test           # Run tests (when implemented)

Project Structure

pipedrive-mcp-server/
├── src/
│   ├── index.ts           # Main MCP server entry point
│   ├── pipedrive-client.ts # Pipedrive API client
│   └── tools/             # Individual tool implementations
│       ├── deals.ts
│       ├── persons.ts
│       ├── organizations.ts
│       ├── pipelines.ts
│       ├── activities.ts
│       ├── notes.ts
│       └── search.ts
├── dist/                  # Compiled JavaScript output
├── package.json
├── tsconfig.json
├── .eslintrc.json
└── .env.example

API Rate Limits

The Pipedrive API has rate limits. The server handles API responses appropriately, but be mindful of:

  • Default rate limit: 80 requests per 2 seconds
  • Consider implementing caching for frequently accessed data
  • Use pagination parameters to limit data transfer

Error Handling

The server provides detailed error messages including:

  • API authentication failures
  • Network errors
  • Invalid parameters
  • Rate limit exceeded warnings

Contributing

Contributions are welcome! Please feel free to submit a Pull Request.

License

MIT License - see LICENSE file for details

Support

For issues or questions:

  • Create an issue on GitHub
  • Check Pipedrive API documentation: https://developers.pipedrive.com/docs/api/v1

Acknowledgments

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