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@quillmeetings/pipedrive-mcp

v1.0.1

Published

MCP server for Pipedrive CRM with semantic, workflow-oriented tools

Readme

@quillmeetings/pipedrive-mcp

A Model Context Protocol (MCP) server for Pipedrive CRM. Gives Claude desktop apps and other MCP clients the ability to interact with your Pipedrive data through natural language.

Features

  • 30 tools covering core CRM operations
  • Semantic API - high-level operations, not raw API endpoints
  • Workflow-oriented - tools map to what users actually want to do
  • Robust error handling with retry logic for rate limits and server errors

Installation

npm install -g @quillmeetings/pipedrive-mcp

Setup

1. Get your Pipedrive API key

Find it in Pipedrive under Settings → Personal preferences → API.

2. Add to Claude Code

claude mcp add pipedrive -- npx @quillmeetings/pipedrive-mcp

Then set your API key in Claude Code's MCP settings, or add it to your config file manually:

{
  "mcpServers": {
    "pipedrive": {
      "command": "npx",
      "args": ["@quillmeetings/pipedrive-mcp"],
      "env": {
        "PIPEDRIVE_API_KEY": "your_api_key_here"
      }
    }
  }
}

3. Restart Claude Code

The MCP server loads on startup, so restart Claude Code to pick up the new configuration.

Available Tools

Search

  • search - Universal search across deals, persons, organizations, leads, products

Users

  • get_current_user - Get your user info and verify API connection
  • list_users - List team members (with optional name/email search)
  • get_user - Get a specific team member's details

Deals

  • list_deals - List deals with optional filtering by status, pipeline, stage
  • get_deal - Get full deal details
  • create_deal - Create a new deal
  • update_deal - Update a deal (including status changes)
  • merge_deals - Merge two deals into one

Persons (Contacts)

  • list_persons - List contacts
  • get_person - Get person details
  • create_person - Create a new contact
  • update_person - Update a contact
  • merge_persons - Merge two contacts

Organizations

  • list_organizations - List organizations
  • get_organization - Get organization details
  • create_organization - Create a new organization
  • update_organization - Update an organization
  • merge_organizations - Merge two organizations

Leads

  • list_leads - List leads (with archived filter)
  • get_lead - Get lead details
  • create_lead - Create a new lead

Activities

  • list_activities - List activities with filtering
  • get_activity - Get activity details
  • create_activity - Create an activity (call, meeting, task, email)
  • update_activity - Update an activity (including marking as done)

Notes

  • list_notes - List notes for an entity
  • create_note - Add a note to a deal, person, or organization

Pipelines

  • list_pipelines - List all pipelines with their stages
  • get_pipeline_deals - Get deals in a pipeline, organized by stage

Example Usage

Once configured, you can ask Claude things like:

  • "Search for deals related to Acme Corp"
  • "Show me all open deals in the Sales pipeline"
  • "Create a new contact named John Smith with email [email protected]"
  • "Add a note to deal #123 saying we had a great call today"
  • "What activities are scheduled for this week?"
  • "Who's on my team?" (uses get_current_user and list_users)

Development

# Clone the repo
git clone https://github.com/quillmeetings/pipedrive-mcp.git
cd pipedrive-mcp

# Install dependencies
npm install

# Build
npm run build

# Run tests
npm run test:run

# Link locally for development
npm run relink

Architecture

src/
├── index.ts          # Entry point, MCP server setup
├── client.ts         # Pipedrive API client with retry logic
├── types.ts          # Shared type definitions
└── tools/
    ├── index.ts      # Tool registration and utilities
    ├── search.ts
    ├── deals.ts
    ├── persons.ts
    ├── organizations.ts
    ├── leads.ts
    ├── activities.ts
    ├── notes.ts
    ├── pipelines.ts
    └── users.ts

License

Proprietary - see LICENSE for details.