Pipedrive MCP Server

• Finds deals by keyword

  Searches your deals by a word or phrase, such as a company name or a term in the deal title.

  Try: “Find all deals mentioning enterprise”

  Read · searchDeals

• Lists your deals

  Lists deals in your pipeline, for example all open deals you can see.

  Try: “Show me all open deals in my pipeline”

  Read · getDeals

• Shows the full details of one deal

  Gets the details of one deal, such as its value, stage, owner and linked contact.

  Try: “Get details of the Acme deal”

  Read · getDeal

• Creates a new deal

  Creates a new deal in Pipedrive, for example for a new prospect.

  Try: “Create a deal for this new prospect”

  Write · addDeal

• Changes a deal, such as its stage or value

  Edits an existing deal, for example to move it to the next stage or change its value.

  Try: “Move the Acme deal to the next stage”

  Write · updateDeal

• Finds contacts by name, email or other details

  Searches your contacts by name, email address or other details.

  Try: “Find the contact with the email jane@acme.com”

  Read · searchPersons

• Lists your contacts

  Lists the people in your Pipedrive contacts.

  Try: “List the contacts I added this month”

  Read · getPersons

• Shows the full details of one contact

  Gets the details of one contact, such as their email, phone and organization.

  Try: “Show me Jane Doe's contact details”

  Read · getPerson

• Adds a new contact

  Creates a new contact in Pipedrive.

  Try: “Add Tom Lee from Acme as a new contact”

  Write · addPerson

• Changes a contact's details

  Edits an existing contact, for example to update their phone number or job title.

  Try: “Update Jane Doe's phone number”

  Write · updatePerson

• Finds companies by name or keyword

  Searches your organizations (companies) by name or keyword.

  Try: “Find the organization called Acme”

  Read · searchOrganization

• Lists your organizations

  Lists the organizations (companies) in your Pipedrive account.

  Try: “List all organizations in my account”

  Read · getOrganizations

• Shows the full details of one organization

  Gets the details of one organization, such as its address and linked people.

  Try: “Show me the details for Acme Inc”

  Read · getOrganization

• Adds a new organization

  Creates a new organization (company) in Pipedrive.

  Try: “Add Globex as a new organization”

  Write · addOrganization

• Changes an organization's details

  Edits an existing organization, for example its name or address.

  Try: “Update Acme's address to 1 Main Street”

  Write · updateOrganization

• Lists your calls, meetings and tasks

  Lists activities such as calls, meetings and tasks, for example everything scheduled this week.

  Try: “Show me all calls scheduled this week”

  Read · getActivities

• Shows the details of one call, meeting or task

  Gets the details of one activity, such as a particular meeting.

  Try: “Get details of my meeting with Acme tomorrow”

  Read · getActivity

• Schedules a call, meeting or task

  Creates a new activity, for example a follow-up call with a contact.

  Try: “Schedule a follow-up call with Jane next Tuesday”

  Write · addActivity

• Marks an activity done or reschedules it

  Edits an existing activity, for example to mark a call as done or move it to another day.

  Try: “Mark my call with Acme as done”

  Write · updateActivity

• Finds leads by keyword

  Searches your leads by keyword or other details.

  Try: “Find leads from the trade show”

  Read · searchLeads

• Lists your leads

  Lists the leads in your Leads Inbox.

  Try: “Show me my newest leads”

  Read · getLeads

• Shows the full details of one lead

  Gets the details of one lead.

  Try: “Show me the details of the Globex lead”

  Read · getLead

• Creates a new lead

  Creates a new lead in Pipedrive.

  Try: “Create a lead for Initech from this email”

  Write · addLead

• Changes a lead's details

  Edits an existing lead, for example its title, value or owner.

  Try: “Change the owner of the Initech lead to Sam”

  Write · updateLead

• Turns a lead into a deal

  Converts a lead into a deal so it enters your pipeline.

  Try: “Convert the Initech lead into a deal”

  Write · convertLeadToDeal

• Checks whether a lead became a deal

  Checks whether a lead has been converted and, if so, which deal it became.

  Try: “Has the Initech lead been converted yet?”

  Read · getLeadConversionStatus

• Lists notes

  Lists notes in your account, such as notes on deals and contacts.

  Try: “Show me the notes on the Acme deal”

  Read · getNotes

• Shows one note in full

  Gets the full text and details of one note.

  Try: “Open the latest note on the Acme deal”

  Read · getNote

• Adds a note to a deal, lead, contact or organization

  Adds a note to a deal, lead, contact or organization, for example a summary of a call.

  Try: “Add a note to the Acme deal summarizing today's call”

  Write · addNote

• Edits an existing note

  Changes the text of an existing note.

  Try: “Fix the typo in my last note on the Acme deal”

  Write · updateNote

• Shows the emails linked to a deal

  Gets the email messages linked to a deal. Needs email sync connected in Pipedrive.

  Try: “Show me the last emails on the Acme deal before my call”

  Read · getDealMailMessages

• Shows the emails linked to a contact

  Gets the email messages linked to a contact. Needs email sync connected in Pipedrive.

  Try: “What did Jane Doe and I last email about?”

  Read · getPersonMailMessages

• Shows the emails linked to an organization

  Gets the email messages linked to an organization. Needs email sync connected in Pipedrive.

  Try: “Summarize our recent emails with Acme”

  Read · getOrganizationMailMessages

• Lists your synced email threads

  Lists email threads synced into Pipedrive. Needs email sync connected.

  Try: “List my unanswered email threads”

  Read · getMailThreads

• Shows one email thread

  Gets the details of one synced email thread. Needs email sync connected.

  Try: “Open the email thread about the Acme renewal”

  Read · getMailThread

• Reads every message in an email thread

  Gets every message in one email thread, so the assistant can summarize what is pending. Needs email sync connected.

  Try: “Read the Acme renewal thread and tell me who still needs to reply”

  Read · getMailThreadMessages

• Shows one email message

  Gets one specific email message. Needs email sync connected.

  Try: “Show me the last email from Jane”

  Read · getMailMessage

• Links an email thread to a deal or contact

  Edits the details of an email thread, for example to link it to a deal or person. Needs email sync connected.

  Try: “Link this email thread to the Acme deal”

  Write · updateMailThreadDetails

• Finds projects by keyword

  Searches your Pipedrive projects by keyword or other details.

  Try: “Show all overdue projects”

  Read · searchProjects

• Lists your projects

  Lists your projects in Pipedrive.

  Try: “List my active projects”

  Read · getProjects

• Shows the full details of one project

  Gets the details of one project.

  Try: “Show me the Acme onboarding project”

  Read · getProject

• Starts a new project

  Creates a new project, for example from a won deal.

  Try: “Start a project for the Acme deal”

  Write · addProject

• Changes a project's details

  Edits an existing project, for example its status or dates.

  Try: “Mark the Acme onboarding project as complete”

  Write · updateProject

• Finds products by name or keyword

  Searches your product catalog by name or keyword.

  Try: “Find our Premium plan product”

  Read · searchProduct

• Lists your products

  Lists the products in your Pipedrive catalog.

  Try: “List all our products and prices”

  Read · getProducts

• Shows the full details of one product

  Gets the details of one product, such as its price.

  Try: “What is the price of the Premium plan product?”

  Read · getProduct

• Adds a new product

  Creates a new product in your catalog.

  Try: “Add a product called Setup fee at 500 dollars”

  Write · addProduct

• Changes a product's details

  Edits an existing product, for example its name or price.

  Try: “Change the Setup fee price to 600 dollars”

  Write · updateProduct

• Lists the stages in a pipeline

  Lists all stages in a pipeline, so the assistant knows where deals can move.

  Try: “What stages are in my sales pipeline?”

  Read · getStages

• Shows the details of one pipeline stage

  Gets the details of one pipeline stage.

  Try: “Show me the details of the Proposal stage”

  Read · getStage

• Used by the assistant behind the scenes

  Looks up your pipelines, custom fields and teammates

  Fetches account details the assistant needs to work correctly: your user, pipelines and stages, custom fields and the other users in your company. Parts you lack permission for are skipped.

  Try: “Which custom fields do we use on deals?”

  Read · getAccountContext

Watch out for

• It can create and edit deals, contacts and leads

  It can add and update deals, people, organizations, leads, products, projects, notes and activities. Review changes before you approve them; no delete actions are listed. support.pipedrive.com

• It can read your synced email

  With email sync on, it can read threads and messages linked to deals and contacts, and send them to your AI app. support.pipedrive.com

• It sees what your Pipedrive user sees

  Access follows your role and visibility settings. Connect with an account that only reaches the pipelines you want the assistant to touch. support.pipedrive.com

• Every change lands in the change log

  Pipedrive records actions taken through this connection in its change log. Check it to see what the assistant did. pipedrive.com

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