MCP Pipedrive

Pipedrive MCP Server

The most complete and robust Pipedrive MCP implementation for Claude

A production-ready Model Context Protocol server that provides Claude with comprehensive access to the Pipedrive CRM API. This server enables seamless automation of sales workflows, deal management, contact organization, and activity tracking through natural language conversations.

Built and maintained by [Nubiia](https://nubiia.es) — automatización e integraciones con IA para negocios (MCP, Holded, Pipedrive y más). ¿Quieres algo así para tu empresa? Escríbenos en [nubiia.es](https://nubiia.es).

Features

• 300+ Tools Across 29 Categories - Complete coverage of the entire Pipedrive REST API (v1 + v2)
• Advanced Rate Limiting - 10 requests/second with burst capacity up to 100 requests
• Multi-Level Caching - 5-15 minute TTL for frequently accessed data
• Retry Logic - Exponential backoff for failed requests (429, 500, 502, 503, 504)
• Comprehensive Error Handling - Detailed error messages with actionable suggestions
• Full TypeScript Support - Type-safe schemas and interfaces throughout
• Zod Validation - Runtime validation for all inputs with helpful error messages
• MCP Resources - Read-only access to pipelines, custom fields, and user info
• MCP Prompts - 5 guided workflows for common operations
• Performance Metrics - Built-in tracking for request duration and success rates
• Read-Only Mode - Optional safety mode that blocks all write operations
• Toolset Filtering - Enable/disable specific tool categories as needed

Tool Categories

307 tools across 29 categories — complete coverage of the Pipedrive REST API (v1 + v2):

Installation

Global Installation

npm install -g @nubiia/mcp-pipedrive

Using npx (No Installation Required)

npx -y @nubiia/mcp-pipedrive

Configuration

Prerequisites

1. Get your Pipedrive API token from Settings > API
2. Have Claude Desktop installed

Claude Desktop Setup

macOS

Edit ~/Library/Application Support/Claude/claude_desktop_config.json:

{

"mcpServers": { "pipedrive": { "command": "npx", "args": ["-y", "@nubiia/mcp-pipedrive"], "env": { "PIPEDRIVE_API_TOKEN": "your_api_token_here" } } } }

Windows

Edit %APPDATA%\Claude\claude_desktop_config.json:

{

"mcpServers": { "pipedrive": { "command": "npx", "args": ["-y", "@nubiia/mcp-pipedrive"], "env": { "PIPEDRIVE_API_TOKEN": "your_api_token_here" } } } }

Environment Variables

Advanced Configuration Examples

Read-Only Mode

Perfect for exploratory use or when you want to prevent accidental modifications:

{

"mcpServers": { "pipedrive": { "command": "npx", "args": ["-y", "@nubiia/mcp-pipedrive"], "env": { "PIPEDRIVE_API_TOKEN": "your_token", "PIPEDRIVE_READ_ONLY": "true" } } } }

Filtered Toolsets

Only enable specific tool categories:

{

"mcpServers": { "pipedrive": { "command": "npx", "args": ["-y", "@nubiia/mcp-pipedrive"], "env": { "PIPEDRIVE_API_TOKEN": "your_token", "PIPEDRIVE_TOOLSETS": "deals,persons,search" } } } }

Debug Logging

Enable verbose logging for troubleshooting:

{

"mcpServers": { "pipedrive": { "command": "npx", "args": ["-y", "@nubiia/mcp-pipedrive"], "env": { "PIPEDRIVE_API_TOKEN": "your_token", "LOG_LEVEL": "debug" } } } }

Usage Examples

Example 1: Creating a Deal with Contact

Claude, create a new deal for "Enterprise Software License" worth $50,000.

The contact is John Smith (john@acme.com). Set the expected close date to the end of next month and add a follow-up call for tomorrow.

Claude will:

1. Search for or create the person "John Smith"
2. Create the deal linked to this person
3. Schedule a call activity for tomorrow
4. Provide a summary with IDs and next steps

Example 2: Searching for Contacts

Find all contacts at Acme Corporation and show me their recent deals.

Claude will:

1. Search organizations for "Acme Corporation"
2. Get all persons associated with that organization
3. Retrieve deals for each person
4. Present organized results with totals

Example 3: Managing Activities

Show me all overdue activities for my open deals and reschedule them

to next week.

Claude will:

1. List all activities with done=false and past due dates
2. Filter for activities linked to open deals
3. Update each activity with new dates next week
4. Provide a summary of rescheduled items

Example 4: Using Custom Fields

Before creating this deal, show me what custom fields are available

for deals and explain what each one means.

Claude will:

1. Access the pipedrive://custom-fields resource
2. Extract deal-specific custom fields
3. Display field names, types, and options
4. Explain how to use them in deal creation

Example 5: Pipeline Management

Generate a pipeline report showing deal counts and total values for

each stage in my sales pipeline.

Claude will:

1. Use the pipedrive://pipelines resource
2. Get deal summaries grouped by stage
3. Calculate totals and percentages
4. Format as a readable report

Example 6: Weekly Review Workflow

Run the weekly pipeline review prompt.

Claude will:

1. Execute the weekly-pipeline-review prompt
2. Gather all open deals by stage
3. Calculate metrics (won/lost, approaching close, stale deals)
4. Generate actionable recommendations

Custom fields

Pass custom field values by display name when creating or updating deals, persons, organizations, products, or leads:

{

"title": "ACME Enterprise Deal", "value": 50000, "currency": "USD", "custom_fields": { "Industria": "Tech", "Budget": 50000 } }

The MCP server resolves names to Pipedrive hash keys automatically. See docs/CUSTOM_FIELDS.md for the full guide.

Stage and lead-label management

Manage pipeline stages and lead labels directly from the LLM:

{ "name": "Qualified", "pipeline_id": 1, "deal_probability": 75 }

Convert qualified leads into deals (or roll a deal back to a lead) via the asynchronous *_convert_to_* / *_convert_status tool pairs.

Deal installments

Manage scheduled, fixed payments on a deal (API v2 — the moder