Pipedrive

Pipedrive MCP Connector for Claude

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Automate sales CRM via Pipedrive — manage deals, persons, and activities directly from any AI agent.

12 tools Official Updated Jun 28, 2026 Official Vinkius Partner

Connect your Pipedrive account to any AI agent and take full control of your sales orchestration and pipeline management through natural conversation. Pipedrive is the leading CRM for sales teams, and this integration allows you to retrieve deal metadata, update customer records, and monitor activity logs directly from your chat interface.

What you can do

  • Deal & Pipeline Orchestration — List all managed deals and retrieve detailed metadata programmatically across various pipelines and stages to ensure your sales velocity is always synchronized.
  • Contact & Organization Intelligence — Access and monitor your centralized database of persons and organizations directly from the AI interface to maintain high-fidelity customer profiles.
  • Activity & Workflow Control — List and create sales activities (calls, meetings, tasks) via natural language to drive better team productivity and follow-up efficiency.
  • Sales Search & Discovery — Perform targeted searches for specific deals or contacts to maintain a clear overview of your opportunities using simple AI commands.
  • Operational Monitoring — Track system responses and manage user account metadata to ensure your sales workflows are always optimized.

How it works

  1. Subscribe to this server
  2. Enter your Pipedrive API Token from your personal preferences
  3. Start managing your sales CRM from Claude, Cursor, or any MCP-compatible client

No more manual logging into the CRM to check deal status. Your AI acts as a dedicated sales assistant or pipeline coordinator.

Who is this for?

  • Sales Representatives — quickly retrieve deal summaries and monitor next activities without switching apps.
  • Account Managers — automate the management of client records and track interaction history via natural conversation.
  • Sales Operations Teams — streamline the retrieval of pipeline metadata and monitor organizational health directly within the chat.
pipeline-managementdeal-trackingcrmactivity-logssales-workflow

12 tools expose this connector's capabilities to your AI agent.

create_new_deal

Add new deal

get_api_status

Check connection

get_deal_details

Get deal info

get_organization_details

Get company info

get_person_details

Get contact info

list_user_activities

List tasks and meetings

list_sales_deals

List CRM deals

list_crm_organizations

List client companies

list_crm_persons

List individual contacts

list_sales_pipelines

List sales workflows

list_pipeline_stages

List workflow stages

search_deals_by_name

Find deals

See how to talk to your AI agent using Pipedrive.

List all my open deals in Pipedrive.

I've retrieved your open deals. You have 4 active opportunities including 'Acme Corp Upgrade' and 'Globex Renewal'. Would you like to see the next activity for any of them?

Show me all deals in the negotiation stage with a value above $50,000 and their expected close dates.

8 deals in Negotiation stage above $50K. "Acme Corp Platform License" at $185,000 expected to close May 28th (85% probability). "TechVentures Annual Contract" at $92,000 closing June 5th. "ScaleUp Enterprise Deal" at $78,000 has been in negotiation for 23 days. "DataFlow Migration" at $67,000 needs a follow-up call. Total pipeline value in negotiation: $724,000.

Add a new activity to schedule a demo call with contact Maria Chen at Meridian Corp for next Tuesday.

Activity created successfully. Type: Demo Call. Contact: Maria Chen (VP Engineering, Meridian Corp). Scheduled: Tuesday, May 20th at 2:00 PM EST. Duration: 45 minutes. Linked to deal "Meridian Corp Enterprise" ($125,000). Calendar invitation sent to maria.chen@meridian.io. A reminder has been set for 1 hour before the call.

Yes! Use the `get_deal` tool with the Deal ID. Your agent will respond with complete metadata, including value, status, pipeline stage, and associated contacts in seconds.

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