Integrate Pipedrive MCP server into your Slack workspace for instant access to your AI agent.
Tools that your AI agent can use through this MCP server to interact with Pipedrive
Updates an existing task (BETA). Run List Tasks first to obtain a valid task ID. See the documentation
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
Updates an existing person in Pipedrive. See the documentation
Updates a lead in Pipedrive. See the documentation
Updates the properties of a deal. See the Pipedrive API docs for Deals here
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 for notes in Pipedrive. See the documentation
Search for leads by name or email. See the documentation
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 from an object in Pipedrive. See the documentation for getting notes and deleting notes
Merge two persons in Pipedrive. See the documentation
Merge two deals in Pipedrive. See the documentation
Retrieves available options for the User ID field.
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
Lists projects in your Pipedrive account. Use the returned IDs with Get Project, Update Project, Delete Project, or Create Task. See the documentation
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
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 in your Pipedrive account. See the documentation
Retrieves available options for the Person Label IDs field.
List organizations in your Pipedrive account. See the documentation
Retrieves available options for the Organization Label IDs field.
Retrieves available options for the Lead Label IDs field.
List filters in your Pipedrive account, optionally scoped to a single entity type. See the documentation
List deals in your Pipedrive account. See the documentation
Gets a single task by its ID (BETA). Run List Tasks first to obtain a valid task ID. See the documentation
Gets a single project by its ID. Run List Projects first to obtain a valid project ID. See the documentation
Get details of a person by their ID. See the documentation
Get a lead by its ID. See the documentation
Get a deal by its ID. See the documentation
Get all leads from Pipedrive. See the documentation
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
Permanently deletes a project. This is irreversible. Run List Projects first to obtain a valid project ID. See the documentation
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
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
Adds a new person. See the Pipedrive API docs for People here
Adds a new organization. See the Pipedrive API docs for Organizations here
Adds a new note. For info on adding an note in Pipedrive
Create a new lead in Pipedrive. See the documentation
Adds labels to a lead, person, deal, or organization in Pipedrive. See the documentation
Adds a new deal. See the Pipedrive API docs for Deals here
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