Pipedrive CRM 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.

Local serverstdioMIT

What is the Pipedrive CRM MCP Server?

Pipedrive CRM is an MCP project maintained in the ckalima/pipedrive-mcp-server repository. The maintainer describes its purpose as “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…”. Read the project documentation for the complete scope.

Installation

The documented npm package is @ckalima/pipedrive-mcp-server. The configuration below comes from the maintainer’s example; adapt its paths and account values to your environment.

Configuration values

The example declares PIPEDRIVE_API_KEY. Secret-looking values have been replaced with placeholders. Required and optional labels are shown only when the documentation states them.

Source

Project documentation · Repository · Discovery listing. This profile records the public documentation checked on 2026-10-08.

Recorded tools

Check the linked publisher documentation and your connected client's tool list. Names and availability can vary with the server version and account permissions.

ToolWhat it does
pipedrive_list_dealsList deals from Pipedrive with optional filtering by owner, person, organization, pipeline, stage, or status. Returns paginated results.
pipedrive_get_dealGet detailed information about a specific deal by ID, including all standard and custom fields.
pipedrive_create_dealCreate a new deal in Pipedrive. Only title is required; all other fields are optional.
pipedrive_update_dealUpdate an existing deal in Pipedrive. Specify the deal ID and any fields to update.
pipedrive_search_dealsSearch for deals by text in title. Supports fuzzy matching by default.
pipedrive_list_deal_followersList all followers for a deal.
pipedrive_add_deal_followerAdd a follower to a deal.
pipedrive_get_deal_followers_changelogGet the followers changelog for a deal.
pipedrive_list_deal_productsList line-item products attached to a deal. Returns paginated results.
pipedrive_add_deal_productAttach a single product as a line item to a deal.
pipedrive_update_deal_productUpdate a line-item product attached to a deal. All body fields optional.
pipedrive_bulk_add_deal_productsBulk-add up to 100 line-item products to a deal in one request.
pipedrive_list_deal_discountsList all additional discounts applied to a deal.
pipedrive_add_deal_discountAdd an additional discount to a deal.
pipedrive_update_deal_discountUpdate an additional discount on a deal. All fields except IDs are optional.
pipedrive_list_archived_dealsList archived deals with the same filtering as the active deals list (owner, person, organization, pipeline, stage, status). Returns paginated results.
pipedrive_get_deal_conversion_statusGet the status of a deal-to-lead conversion job. Status contract: 'completed' (terminal, carries lead_id), 'failed'/'rejected' (terminal, stop polling, no lead
pipedrive_list_personsList persons (contacts) from Pipedrive with optional filtering by owner, organization, or first letter of name.
pipedrive_get_personGet detailed information about a specific person by ID.
pipedrive_create_personCreate a new person (contact) in Pipedrive. Only name is required.
pipedrive_update_personUpdate an existing person in Pipedrive.
pipedrive_search_personsSearch for persons by name, email, or phone number.
pipedrive_list_person_followersList all followers for a person.
pipedrive_add_person_followerAdd a follower to a person.
pipedrive_get_person_followers_changelogGet the followers changelog for a person.
pipedrive_get_person_pictureGet the picture for a person (read-only; returns picture metadata and sized image URLs). Returns an error if the person has no picture.
pipedrive_list_organizationsList organizations from Pipedrive with optional filtering by owner or first letter of name.
pipedrive_get_organizationGet detailed information about a specific organization by ID.
pipedrive_create_organizationCreate a new organization in Pipedrive. Only name is required.
pipedrive_update_organizationUpdate an existing organization in Pipedrive.
pipedrive_search_organizationsSearch for organizations by name or address.
pipedrive_list_organization_followersList all followers for an organization.
pipedrive_add_organization_followerAdd a follower to an organization.
pipedrive_get_organization_followers_changelogGet the followers changelog for an organization.
pipedrive_list_activitiesList activities from Pipedrive with optional filtering by owner, deal, person, organization, type, or completion status.
pipedrive_get_activityGet detailed information about a specific activity by ID.
pipedrive_create_activityCreate a new activity in Pipedrive. Subject and type are required.
pipedrive_update_activityUpdate an existing activity in Pipedrive. Use this to mark activities as done.
pipedrive_list_notesList notes from Pipedrive with optional filtering by deal, person, organization, or lead.
pipedrive_get_noteGet detailed information about a specific note by ID.
pipedrive_create_noteCreate a new note in Pipedrive. Content is required. Link to a deal, person, organization, or lead.
pipedrive_update_noteUpdate an existing note in Pipedrive.
pipedrive_list_leadsList active (non-archived) leads from Pipedrive with optional filtering by owner, person, or organization.
pipedrive_list_archived_leadsList archived leads from Pipedrive with optional filtering by owner, person, or organization.
pipedrive_get_leadGet detailed information about a specific lead by UUID.
pipedrive_create_leadCreate a new lead in Pipedrive. Title is required; link to at least one of person_id or organization_id.
pipedrive_update_leadUpdate an existing lead in Pipedrive.
pipedrive_search_leadsSearch for leads in Pipedrive by title or associated contacts.
pipedrive_get_lead_conversion_statusGet the status of an async lead-to-deal conversion by conversion ID (Pipedrive v2 GET /leads/{id}/convert/status/{conversion_id}).
pipedrive_list_projectsList projects from Pipedrive with optional filtering by board, phase, or status. Returns paginated results. (Requires the Projects add-on; Projects API is in…
pipedrive_get_projectGet detailed information about a specific project by ID. (Requires the Projects add-on; Projects API is in public beta.)
pipedrive_create_projectCreate a new project in Pipedrive. Requires title, board_id, and phase_id. (Requires the Projects add-on; Projects API is in public beta.)
pipedrive_update_projectUpdate an existing project in Pipedrive. (Requires the Projects add-on; Projects API is in public beta.)
pipedrive_search_projectsSearch for projects in Pipedrive by title. (Requires the Projects add-on; Projects API is in public beta.)
pipedrive_archive_projectArchive a project by setting its status to archived. (Requires the Projects add-on; Projects API is in public beta.)
pipedrive_list_project_tasksList tasks for a project you already have the ID for — pass only id (the project ID). For broader task queries use pipedrive_list_tasks. (Projects add-on…
pipedrive_list_project_templatesList all project templates available in Pipedrive. Returns paginated results.
pipedrive_get_project_templateGet detailed information about a specific project template by ID.
pipedrive_list_archived_projectsList archived projects from Pipedrive with optional filtering by filter, phase, or status. (Projects add-on; Projects API in public beta.)
pipedrive_get_project_permitted_usersGet the list of user IDs that have permission to access a project. Returns an array of integer user IDs. (Projects add-on; Projects API in public beta.)
pipedrive_get_project_changelogGet the changelog for a project, showing what changed, when, and by whom. Returns paginated entries with actor_user_id, new_values, and old_values. (Projects…
pipedrive_list_productsList products from Pipedrive with optional filtering by owner, IDs, or filter.
pipedrive_get_productGet detailed information about a specific product by ID.
pipedrive_search_productsSearch for products by name, code, or custom fields.
pipedrive_create_productCreate a new product in Pipedrive. Only name is required.
pipedrive_update_productUpdate an existing product in Pipedrive.
pipedrive_list_product_variationsList all variations for a product.
pipedrive_add_product_variationAdd a variation to a product.
pipedrive_update_product_variationUpdate an existing product variation.
pipedrive_list_product_followersList all followers for a product.
pipedrive_add_product_followerAdd a follower to a product.
pipedrive_get_product_followers_changelogGet the followers changelog for a product.
pipedrive_get_product_imageGet the image of a product (returns a single image with a public URL valid for 7 days).
pipedrive_upload_product_imageUpload an image for a product. Provide the image via EITHER file_path OR base64_data (exactly one required). Supports png, jpeg, gif, and webp. Note: file_path
pipedrive_update_product_imageUpdate (replace) the image of a product. Provide the image via EITHER file_path OR base64_data (exactly one required). Supports png, jpeg, gif, and webp. Note:
pipedrive_list_tasksGeneral task query across all projects, with optional project_id, assignee_id, done/milestone, and parent filters. Use for anything beyond a single project's…
pipedrive_get_taskGet detailed information about a specific task by ID. (Projects add-on; Projects API in public beta.)
pipedrive_create_taskCreate a new task in a project. title and project_id are required. Use boolean is_done/is_milestone (same field names as the GET response); a milestone task…
pipedrive_update_taskUpdate an existing task. Only id is required; all other fields are optional. Use boolean is_done/is_milestone (same field names as the GET response); a…
pipedrive_list_boardsList all project boards. Returns the complete list (no pagination — the boards endpoint returns all records at once). (Projects add-on; Projects API in…
pipedrive_get_boardGet detailed information about a specific project board by ID. (Projects add-on; Projects API in public beta.)
pipedrive_create_boardCreate a new project board. name is required. (Projects add-on; Projects API in public beta.)
pipedrive_update_boardUpdate an existing project board. Only id is required; all other fields are optional. (Projects add-on; Projects API in public beta.)
pipedrive_list_phasesList all phases for a project board. board_id is required. Returns the complete list (no pagination — the phases endpoint returns all records for a board at…
pipedrive_get_phaseGet detailed information about a specific project phase by ID. (Projects add-on; Projects API in public beta.)
pipedrive_create_phaseCreate a new project phase. name and board_id are required. (Projects add-on; Projects API in public beta.)
pipedrive_update_phaseUpdate an existing project phase. Only id is required; all other fields are optional. Set board_id to move this phase to a different board. (Projects add-on…
pipedrive_get_person_emailsGet email messages linked to a person (company-wide, all users' emails). Returns metadata for emails from any user's mailbox that are linked to this person.…
pipedrive_get_deal_emailsGet email messages linked to a deal (company-wide, all users' emails). Returns metadata for emails from any user's mailbox that are linked to this deal.…
pipedrive_list_mail_threadsList mail threads from YOUR mailbox only (authenticated user). Other users' threads are not accessible. Use folder parameter to filter by inbox, drafts…
pipedrive_get_mail_threadGet a mail thread with messages. Access depends on visibility settings - threads visible within deals/persons you can access should work. Returns 404 if the…
pipedrive_get_mail_messageGet full email message with body. Access depends on visibility settings - messages linked to deals/persons you can access should work, even if sent by other…
pipedrive_list_organization_fieldsList all organization field definitions, including custom fields. Use this to map 40-character field keys to human-readable names.
pipedrive_list_deal_fieldsList all deal field definitions, including custom fields. Essential for understanding deal data structure.
pipedrive_list_person_fieldsList all person field definitions, including custom fields. Use to understand contact data structure.
pipedrive_list_product_fieldsList all product field definitions, including custom fields.
pipedrive_list_project_fieldsList all project field definitions, including custom fields. (Projects add-on; Projects API in public beta.)
pipedrive_get_fieldGet details of a specific field by its key. Useful for looking up what a 40-character hash field key means.
pipedrive_create_deal_fieldCreate a deal custom field. field_name and field_type are required. For enum/set types, options is required. The response data.field_code is the 40-char hash…
pipedrive_update_deal_fieldUpdate a deal custom field by field_code. field_type and field_code cannot be changed.
pipedrive_update_deal_field_optionsBulk-update option labels of a deal enum/set field. Atomic: the whole request fails if any option ID does not exist.
pipedrive_create_person_fieldCreate a person custom field. field_name and field_type are required. For enum/set types, options is required. The response data.field_code is the 40-char hash
pipedrive_update_person_fieldUpdate a person custom field by field_code. field_type and field_code cannot be changed.
pipedrive_update_person_field_optionsBulk-update option labels of a person enum/set field. Atomic: the whole request fails if any option ID does not exist.
pipedrive_create_organization_fieldCreate an organization custom field. field_name and field_type are required. For enum/set types, options is required. The response data.field_code is the…
pipedrive_update_organization_fieldUpdate an organization custom field by field_code. field_type and field_code cannot be changed.
pipedrive_update_organization_field_optionsBulk-update option labels of an organization enum/set field. Atomic: the whole request fails if any option ID does not exist.
pipedrive_create_product_fieldCreate a product custom field. field_name and field_type are required. For enum/set types, options is required. Product fields use a simpler model: no…
pipedrive_update_product_fieldUpdate a product custom field by field_code. Only field_name and ui_visibility can be changed (product fields have no…
pipedrive_update_product_field_optionsBulk-update option labels of a product enum/set field. Atomic: the whole request fails if any option ID does not exist.
pipedrive_list_pipelinesList sales pipelines in Pipedrive with cursor pagination. Pipelines contain stages that deals move through.
pipedrive_list_stagesList stages with cursor pagination, optionally filtered by pipeline. Stages represent steps in the sales process.
pipedrive_get_stageGet details of a specific stage by ID.
pipedrive_create_pipelineCreate a new sales pipeline. Only name is required. Set is_deal_probability_enabled to turn on weighted deal probability for the pipeline.
pipedrive_update_pipelineUpdate an existing pipeline. Provide the pipeline id and any fields to change.
pipedrive_create_stageCreate a new stage in a pipeline. name and pipeline_id are required. Use is_deal_rot_enabled and days_to_rotten to configure deal rotting.
pipedrive_update_stageUpdate an existing stage. Provide the stage id and any fields to change. Set pipeline_id to move the stage to another pipeline.
pipedrive_list_usersList all users in the Pipedrive account. Useful for finding owner IDs when creating or filtering records.
pipedrive_get_userGet details of a specific user by ID.
pipedrive_get_current_userIdentify the Pipedrive account this server is connected to: returns the connected company (name, id, and domain) alongside the API key owner's user details.…

How to install the Pipedrive CRM MCP Server

{
  "mcpServers": {
    "pipedrive": {
      "command": "npx",
      "args": [
        "-y",
        "@ckalima/pipedrive-mcp-server"
      ],
      "env": {
        "PIPEDRIVE_API_KEY": "YOUR_PIPEDRIVE_API_KEY"
      }
    }
  }
}

From the project documentation. Replace placeholders and example paths before connecting.

Configuration

VariableDescriptionRequired
PIPEDRIVE_API_KEYDeclared in the maintainer’s client configuration.Check documentation