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pipedrive-mcp-ultimate

v1.0.0

Published

Full-featured Pipedrive MCP server for Claude — deals, leads, persons, organizations, notes, activities and more

Readme

pipedrive-mcp

Full-featured Pipedrive MCP server for Claude Desktop. Supports deals, leads, persons, organizations, notes, activities, pipelines, and more — all controllable via natural language.

Installation

Add the following to your claude_desktop_config.json:

{
  "mcpServers": {
    "pipedrive": {
      "command": "npx",
      "args": ["-y", "pipedrive-mcp"],
      "env": {
        "PIPEDRIVE_API_TOKEN": "your_api_token_here",
        "PIPEDRIVE_COMPANY_DOMAIN": "your_company_subdomain"
      }
    }
  }
}

Where to find your credentials:

  • PIPEDRIVE_API_TOKEN: Pipedrive → Settings → Personal preferences → API → Your personal API token
  • PIPEDRIVE_COMPANY_DOMAIN: Just the subdomain of your Pipedrive URL. If your URL is https://mycompany.pipedrive.com, use mycompany

Config file location:

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

After saving, restart Claude Desktop.


Available Tools

Deals (6 tools)

| Tool | Description | |------|-------------| | pipedrive_list_deals | List deals with advanced filters — status, stage, pipeline, owner, value range, days back, title search | | pipedrive_get_deal | Get full deal details including resolved custom fields | | pipedrive_create_deal | Create a new deal | | pipedrive_update_deal | Update deal fields (title, value, stage, status, owner, etc.) | | pipedrive_delete_deal | Permanently delete a deal | | pipedrive_search_deals | Search deals by keyword |

Leads (8 tools)

| Tool | Description | |------|-------------| | pipedrive_list_leads | List leads with optional filters (owner, person, org, archived status) | | pipedrive_get_lead | Get full lead details by UUID | | pipedrive_create_lead | Create a new lead with value, labels, and linked contacts | | pipedrive_update_lead | Update lead fields or archive/unarchive | | pipedrive_delete_lead | Permanently delete a lead | | pipedrive_search_leads | Search leads by keyword | | pipedrive_get_lead_labels | List all available lead labels (for use with label_ids) | | pipedrive_get_lead_sources | List all available lead sources |

Persons / Contacts (6 tools)

| Tool | Description | |------|-------------| | pipedrive_list_persons | List contacts with pagination | | pipedrive_get_person | Get full contact details including resolved custom fields | | pipedrive_create_person | Create a new contact with email, phone, and org | | pipedrive_update_person | Update contact fields | | pipedrive_delete_person | Permanently delete a contact | | pipedrive_search_persons | Search contacts by name, email, or phone |

Organizations (5 tools)

| Tool | Description | |------|-------------| | pipedrive_list_organizations | List organizations with pagination | | pipedrive_get_organization | Get full org details including resolved custom fields | | pipedrive_create_organization | Create a new organization | | pipedrive_delete_organization | Permanently delete an organization | | pipedrive_search_organizations | Search organizations by name or address |

Notes (2 tools)

| Tool | Description | |------|-------------| | pipedrive_list_notes | List notes filtered by deal, person, or organization | | pipedrive_add_note | Add a note to a deal, contact, or organization |

Activities (3 tools)

| Tool | Description | |------|-------------| | pipedrive_list_activities | List activities filtered by deal, person, org, or completion status | | pipedrive_create_activity | Create a new activity (call, meeting, email, task, etc.) | | pipedrive_update_activity | Update or mark an activity as done |

Pipelines & Stages (2 tools)

| Tool | Description | |------|-------------| | pipedrive_list_pipelines | List all sales pipelines | | pipedrive_list_stages | List stages, optionally filtered by pipeline |

Users (1 tool)

| Tool | Description | |------|-------------| | pipedrive_get_users | List all users with ID, name, email, and active status |

Search (1 tool)

| Tool | Description | |------|-------------| | pipedrive_search_all | Global search across all item types simultaneously |

Total: 34 tools


Available Prompts

Pre-built conversation starters available in Claude Desktop:

| Prompt | Description | |--------|-------------| | list-all-deals | Complete overview of all deals organized by status with total pipeline value | | list-all-persons | Full contact list grouped by organization | | analyze-deals | Deep pipeline analysis: values, stages, win rates, overdue deals, top deals by owner | | analyze-contacts | Contact and org overview with deal activity, engagement stats, cold prospects | | find-high-value-deals | Prioritized list of highest-value open deals with activity flags | | analyze-leads | Leads analysis: volume, owners, labels, values, upcoming close dates | | compare-pipelines | Side-by-side comparison of all pipelines with conversion rates |


Key Features

  • Rate limiting — Bottleneck-based rate limiting stays safely under Pipedrive's API limits (70 req/2s)
  • Custom fieldsget_deal, get_person, get_organization automatically resolve custom field hash keys to human-readable names and option labels
  • Full leads CRUD — Complete lead lifecycle: create, read, update, delete, search, label, archive
  • Advanced deal filtering — Filter by pipeline, value range, age, title keyword on top of standard filters
  • Delete operations — Permanently delete deals, leads, persons, and organizations
  • Global search — Search across all CRM record types in one call
  • Structured responses — All tools return both markdown text and structured JSON data

Requirements

  • Node.js 18 or higher
  • A Pipedrive account with API access
  • Claude Desktop

Development (local build)

git clone <repo>
cd pipedrive-mcp-server
npm install
npm run build

# Run locally
PIPEDRIVE_API_TOKEN=xxx PIPEDRIVE_COMPANY_DOMAIN=mycompany node dist/index.js

For local use, update claude_desktop_config.json to point to the built file:

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

Publishing to npm

npm login
npm publish

After publishing, anyone can use it via the npx config shown at the top — no local installation needed.