MCP 服务器

Pipedrive MCP Server

Enables users to manage Pipedrive CRM data including deals, contacts, and activities directly through an AI assistant. It supports full CRUD operations, email engagement analysis, and mapping of custom field metadata for comprehensive pipeline management.

README

Pipedrive MCP Server

An MCP (Model Context Protocol) server for Pipedrive CRM integration with Claude Code and Claude Desktop. Query, create, and update CRM data directly from your AI assistant.

Features

Full CRM Operations: Deals, persons, organizations, activities
Email Analysis: Access mail threads and messages for engagement analysis
Field Discovery: Map custom field hash codes to human-readable names
Pipeline Management: List pipelines, stages, and users
Pagination Support: Cursor-based pagination for large datasets
Error Handling: Clear, actionable error messages

Quick Start

1. Get Your Pipedrive API Key

Log into Pipedrive
Go to Settings > Personal preferences > API
Copy your API key (40 characters)

2. Configure Claude Code

Add to your .mcp.json file:

{
  "mcpServers": {
    "pipedrive": {
      "command": "npx",
      "args": ["-y", "pipedrive-mcp-server"],
      "env": {
        "PIPEDRIVE_API_KEY": "your-40-character-api-key"
      }
    }
  }
}

Or set the environment variable:

export PIPEDRIVE_API_KEY="your-40-character-api-key"

3. Start Using

Once configured, Claude can access your Pipedrive data:

"Show me open deals worth more than $10,000"
"Create a deal called 'Acme Contract' with value $50,000"
"Find all contacts at TechCorp"
"List recent email threads in my inbox"
"What custom fields are defined for deals?"

Available Tools

Core CRM Operations (Tier 1)

Tool	Description
`pipedrive_list_deals`	List deals with filtering (owner, person, org, pipeline, stage, status)
`pipedrive_get_deal`	Get deal details by ID
`pipedrive_create_deal`	Create new deal
`pipedrive_update_deal`	Update existing deal
`pipedrive_search_deals`	Search deals by text
`pipedrive_list_persons`	List persons with filtering
`pipedrive_get_person`	Get person details
`pipedrive_create_person`	Create new person
`pipedrive_update_person`	Update existing person
`pipedrive_search_persons`	Search persons by name/email/phone
`pipedrive_list_activities`	List activities with filtering
`pipedrive_create_activity`	Create new activity
`pipedrive_update_activity`	Update/complete activity

Email/Mail Tools (Tier 2)

Tool	Description
`pipedrive_get_person_emails`	Get mail messages for a person
`pipedrive_get_deal_emails`	Get mail messages for a deal
`pipedrive_list_mail_threads`	List mail threads by folder
`pipedrive_get_mail_thread`	Get thread with messages
`pipedrive_get_mail_message`	Get full message body

Field Metadata (Tier 3)

Tool	Description
`pipedrive_list_organization_fields`	All org field definitions
`pipedrive_list_deal_fields`	All deal field definitions
`pipedrive_list_person_fields`	All person field definitions
`pipedrive_get_field`	Get field by key

Supporting Resources (Tier 4)

Tool	Description
`pipedrive_list_organizations`	List organizations
`pipedrive_get_organization`	Get organization details
`pipedrive_create_organization`	Create organization
`pipedrive_search_organizations`	Search organizations
`pipedrive_list_pipelines`	List all pipelines
`pipedrive_list_stages`	List stages in pipeline
`pipedrive_list_users`	List users
`pipedrive_get_user`	Get user details
`pipedrive_get_current_user`	Get API key owner

Example Workflows

Analyze Deal Pipeline

"Show me all open deals in the Sales pipeline, sorted by value"
"Get details for deal 12345 including custom fields"
"Move deal 12345 to the Proposal stage"

Customer Research

"Find contacts at Acme Corp"
"Get emails for person 456 to analyze their engagement"
"What custom fields do we have for persons?"

Activity Management

"List my overdue activities"
"Create a follow-up call with John Smith for tomorrow at 2pm"
"Mark activity 789 as done"

Field Discovery

"List all custom fields for deals"
"What does field '8a4d7f...' mean?" (40-char hash)

Development

Local Setup

git clone https://github.com/ckalima/pipedrive-mcp-server.git
cd pipedrive-mcp-server
npm install
cp .env.example .env
# Edit .env with your API key

Build & Run

npm run build
npm run start

Development Mode

npm run dev

Test with MCP Inspector

npx @modelcontextprotocol/inspector node dist/index.js

API Versioning

This server uses both Pipedrive API versions:

v2 (/api/v2): Deals, Persons, Organizations, Activities
v1 (/v1): Mail, Fields, Pipelines, Stages, Users

The client automatically routes to the correct version.

Error Handling

Errors are returned with actionable suggestions:

{
  "error": {
    "code": "INVALID_API_KEY",
    "message": "API key is invalid or expired",
    "suggestion": "Verify your API key at Pipedrive Settings > Personal preferences > API"
  }
}