Pipedrive Admin & Settings

Pipedrive Admin & Settings MCP Connector for Claude

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Manage Pipedrive users, sales goals, files, webhooks, currencies, and custom deal fields through natural conversation.

8 tools Official Updated Jun 28, 2026 Official Vinkius Partner

Connect Pipedrive CRM to any AI agent — manage your entire sales pipeline without switching tabs.

What you can do

  • Deals — Search, create, and update deals with pipeline tracking
  • Contacts — Find and create persons with email, phone, and organization
  • Organizations — Search companies linked to deals and contacts
  • Activities — Create calls, meetings, tasks, and emails
  • Notes — Attach notes to deals, persons, or organizations
  • Pipelines — View all pipeline stages and deal flow

Who is this for?

  • Sales Reps — Manage your pipeline without leaving your AI assistant
  • SDRs — Quickly create leads, contacts, and activities
  • Sales Managers — Pipeline overview and deal insights through conversation
  • RevOps — Full CRM visibility and reporting
user-managementwebhook-configurationcustom-fieldsdata-governancereporting

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

pd_deal_files

Get files attached to a deal

pd_get_user

Get user details

pd_list_currencies

List currencies

pd_list_deal_fields

List deal custom fields

pd_list_files

List recent files

pd_list_goals

List sales goals

pd_list_users

List Pipedrive users

pd_list_webhooks

List webhooks

See how to talk to your AI agent using Pipedrive Admin & Settings.

Search for deals with Acme Corp

📊 **Deals with Acme Corp** | Title | Value | Stage | Pipeline | |---|---|---|---| | Acme Enterprise License | $45,000 | Proposal Made | Sales Pipeline | | Acme Support Plan | $12,000 | Won | Renewals |

Create a call activity for tomorrow at 2pm

✅ **Activity Created!** - Type: Call - Subject: Follow-up call - Due: Tomorrow at 2:00 PM - Status: Pending

Show me the pipeline stages

📦 **Sales Pipeline** 1. Lead In 2. Contact Made 3. Prospect Qualified 4. Proposal Made 5. Negotiations Started 6. Won ✅ 7. Lost ❌

Deals, Persons, Organizations, Activities, Notes, and Pipelines. All data respects your Pipedrive permissions.

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