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Pipedrive
Pipedrive
Pipedrive is the easy-to-use, #1 user-rated CRM tool. Get more qualified leads and grow your business with Pipedrive's sales CRM.

Categories

CRM

Available Tools

Tools that your AI agent can use through this MCP server to interact with Pipedrive

Update Task

Updates an existing task (BETA). Run List Tasks first to obtain a valid task ID. See the documentation

Update Project

Updates an existing project. Run List Projects first to obtain a valid project ID; use List Project Boards and List Project Phases for board and phase IDs. See the documentation

Update Person

Updates an existing person in Pipedrive. See the documentation

Update Lead

Updates a lead in Pipedrive. See the documentation

Update Deal

Updates the properties of a deal. See the Pipedrive API docs for Deals here

Search persons

Searches all Persons by name, email, phone, notes and/or custom fields. This endpoint is a wrapper of /v1/itemSearch with a narrower OAuth scope. Found Persons can be filtered by Organization ID. See the Pipedrive API docs here

Search Notes

Search for notes in Pipedrive. See the documentation

Search Leads

Search for leads by name or email. See the documentation

Remove Labels

Removes one or more specific labels from a lead, person, deal, or organization in Pipedrive, leaving all other labels intact. See the documentation

Remove Duplicate Notes

Remove duplicate notes from an object in Pipedrive. See the documentation for getting notes and deleting notes

Merge Persons

Merge two persons in Pipedrive. See the documentation

Merge Deals

Merge two deals in Pipedrive. See the documentation

List User ID Options

Retrieves available options for the User ID field.

List Tasks

Lists tasks in your Pipedrive account (BETA). Use List Projects to obtain a project ID to filter by. Use the returned IDs with Get Task, Update Task, or Delete Task. See the documentation

List Projects

Lists projects in your Pipedrive account. Use the returned IDs with Get Project, Update Project, Delete Project, or Create Task. See the documentation

List Project Phases

Lists the phases for a given board. Run List Project Boards first to obtain a board ID, then run this to obtain a valid phase ID for Create Project or Update Project. See the documentation

List Project Boards

Lists all active project boards. Run this first to obtain a valid board ID for Create Project, Update Project, and List Project Phases. See the documentation

List Persons

List persons in your Pipedrive account. See the documentation

List Person Label IDs Options

Retrieves available options for the Person Label IDs field.

List Organizations

List organizations in your Pipedrive account. See the documentation

List Organization Label IDs Options

Retrieves available options for the Organization Label IDs field.

List Lead Label IDs Options

Retrieves available options for the Lead Label IDs field.

List Filters

List filters in your Pipedrive account, optionally scoped to a single entity type. See the documentation

List Deals

List deals in your Pipedrive account. See the documentation

Get Task

Gets a single task by its ID (BETA). Run List Tasks first to obtain a valid task ID. See the documentation

Get Project

Gets a single project by its ID. Run List Projects first to obtain a valid project ID. See the documentation

Get person details

Get details of a person by their ID. See the documentation

Get Lead by ID

Get a lead by its ID. See the documentation

Get Deal

Get a deal by its ID. See the documentation

Get All Leads

Get all leads from Pipedrive. See the documentation

Delete Task

Permanently deletes a task and all of its subtasks (BETA). This is irreversible. Run List Tasks first to obtain a valid task ID. See the documentation

Delete Project

Permanently deletes a project. This is irreversible. Run List Projects first to obtain a valid project ID. See the documentation

Create Task

Creates a new task under a project (BETA). Run List Projects first to obtain a valid project ID. Use List User ID Options for the assignee ID. Example: to add a task to a project, call with title="Draft kickoff agenda" and projectId="7" -> returns the created task with its numeric id. See the documentation

Create Project

Creates a new project in Pipedrive. Use List Project Boards to obtain a valid Board ID and List Project Phases to obtain a valid Phase ID before running this action. Example: to open a project on the first board/phase, call with title="Q3 Website Redesign", status="open", boardId="1", phaseId="1" -> returns the created project with its numeric id. See the documentation

Add Person

Adds a new person. See the Pipedrive API docs for People here

Add Organization

Adds a new organization. See the Pipedrive API docs for Organizations here

Add Note

Adds a new note. For info on adding an note in Pipedrive

Add Lead

Create a new lead in Pipedrive. See the documentation

Add Labels

Adds labels to a lead, person, deal, or organization in Pipedrive. See the documentation

Add Deal

Adds a new deal. See the Pipedrive API docs for Deals here

Add Activity

Adds a new activity. Includes more_activities_scheduled_in_context property in response's additional_data which indicates whether there are more undone activities scheduled with the same deal, person or organization (depending on the supplied data). See the Pipedrive API docs for Activities here. For info on adding an activity in Pipedrive