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Documentation Index

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Pipedrive is a sales CRM designed to help teams manage deals and close more business. The Pipedrive MCP server lets you manage deals, contacts, organizations, activities, and more using natural language.

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What Can It Do?

  • Manage deals through your sales pipeline
  • Create and update contacts and organizations
  • Schedule activities and tasks
  • Track email threads and communications
  • Manage projects and notes

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Where to Use It

Add Pipedrive as a tool to any agent. The agent can then manage your CRM conversationally, choosing the right actions based on context. To add an MCP tool to your agent:
  1. Open your agent’s configuration
  2. Click Add tools → Connect an app with MCP
  3. Search for the integration and select it
  4. Authenticate with your account
You can control which tools your agent has access to. After adding an integration, click on it to enable or disable specific tools based on what your agent needs.

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In Workflows (Via Agent Node)

For automated pipelines, use an Agent Node with Pipedrive tools. This gives you the flexibility of an agent within a deterministic workflow.

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As a Custom MCP Node

You can also create a standalone MCP node for a specific action. This generates a reusable node that performs one task, useful when you need the same operation repeatedly in workflows.
To create a custom MCP node:
  1. Go to your node library and search for the integration
  2. Click Create a node with AI
  3. Describe the specific action you want (e.g., “Create a deal for Acme Corp”)
  4. Test the node and save it for reuse
Custom MCP nodes are single-purpose by design. For tasks that require multiple steps or dynamic decision-making, use an agent instead.

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Available Tools

ToolDescription
List DealsGet deals with filtering
Search DealsSearch deals by title
Create DealCreate a new deal
Update DealUpdate deal properties
Delete DealDelete a deal
Search OrganizationsSearch organizations
Create OrganizationCreate an organization
Update OrganizationUpdate organization details
List PersonsList contacts
Search PersonsSearch contacts
Create PersonCreate a contact
Update PersonUpdate contact details
List ActivitiesGet activities
Create ActivitySchedule an activity
Get Mail ThreadsList email threads
Create NoteAdd a note to a record

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Example Prompts

Use these with your agent or in the Agent Node: Find deals: 
Show me all open deals over $50,000
Create a deal: 
Create a deal called "Enterprise License" for $75,000 linked to Acme Corp
Search contacts: 
Find the contact with email john@company.com
Schedule activity: 
Schedule a call with the Acme team for tomorrow at 2pm
Add a note: 
Add a note to the Acme deal saying "Meeting went well, following up next week"

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Troubleshooting

IssueSolution
Agent not finding the right dataUse specific deal titles or contact emails
Action not completingCheck that you’ve authenticated with Pipedrive
Unexpected resultsThe agent may chain multiple tools (e.g., finding an organization first, then creating a deal). Review the agent’s reasoning to understand its approach.
Tool not availableVerify the tool is enabled in your agent’s MCP configuration
Agents are smart enough to chain multiple API calls together. For example, asking “Create a deal for Acme Corp” will find the organization first, then create the deal. If results seem off, check the agent’s step-by-step reasoning.

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Need Help?

Use this integration directly in Claude or Cursor. Connect remotely via the Pipedrive MCP server using your Gumloop credentials.