Work across your entire sales pipeline in one place - deals, contacts, organizations, products, activities, projects, tasks, notes, and email threads - with structured outputs ready for automation.
What is Pipedrive MCP?
Pipedrive MCP creates a customized node that understands Pipedrive’s data model and API actions. You describe what you want in natural language, the AI configures the right tool calls, and the node returns structured data you can pass into the rest of your workflow. Create it once, save it, and reuse it anywhere.What Can It Do for You?
- Find or create records like organizations, people, deals, products, activities, and tasks, then return structured data for downstream steps
- Keep deals moving by updating stages, values, followers, participants, and attached products
- Organize work with projects and phases, and schedule activities and tasks tied to deals or contacts
- Surface relevant communications by retrieving email threads and messages for context
Available Tools
| Tool | What It Does | Example Use |
|---|---|---|
| Get All Users | Get all users within the company with comprehensive profile information | ”List all users and return id, name, email, role, and active status as structured data” |
| Find Users By Name | Search for team members by name or email address | ”Search for users matching name or email and return id, name, and email” |
| Get Current User | Get current authenticated user data including company information and permissions | ”Get the current user’s profile and return name, email, company_id, and permissions” |
| Get User | Get details of a specific user by ID | ”Using user id, get user details and return name, email, role, and active” |
| List User Followers | List users following a specific user | ”Using user id, list followers and return follower user_ids and names” |
| Create User | Add new team member with email and access permissions | ”Create a user with email user email and access role and return id, name, email, and active” |
| Update User | Update user details including active status | ”Using user id, update active status to true/false and return id and active” |
| Search Organizations | Search organizations by name, address, notes, and custom fields | ”Search organizations matching organization name and return id, name, owner_id, and address” |
| Get Organization | Get comprehensive details of a specific organization | ”Using organization id, get organization details and return name, owner_id, and visibility” |
| Create Organization | Add new organization with name, owner, visibility, and custom fields | ”Create an organization named organization name with owner owner id and visibility visibility and return id and name” |
| Update Organization | Update organization properties including name, owner, and visibility | ”Using organization id, update name to new name and visibility to visibility and return id and name” |
| Delete Organization | Mark organization as deleted (permanently deleted after 30 days) | “Using organization id, mark the organization as deleted and return id and deletion status” |
| Add Organization Follower | Add user as follower to organization for notifications | ”Using organization id and user id, add the user as a follower and return follower id” |
| Delete Organization Follower | Remove user follower from organization | ”Using organization id and user id, remove the follower and return success status” |
| Get Organization Relationships | Get hierarchical and lateral relationships for an organization | ”Using organization id, get relationships and return parent, children, and related organization ids” |
| Create Organization Relationship | Create parent, child, or related relationships between organizations | ”Create a parent/child/related relationship between source organization id and target organization id and return relationship id and type” |
| Update Organization Relationship | Modify existing relationships between organizations | ”Using relationship id, update relationship type to new type and return id and type” |
| Delete Organization Relationship | Remove relationships between organizations | ”Using relationship id, delete the relationship and return success status” |
| List Persons | Get all contacts with filtering, sorting, and relationship information | ”List contacts filtered by organization id and return id, name, email, and phone” |
| Search Persons | Search contacts by name, email, phone, notes, and custom fields | ”Search contacts matching name and return id, name, email, and organization_id” |
| Get Person | Get comprehensive details of a specific contact | ”Using person id, get contact details and return name, emails, phones, and org_id” |
| Create Person | Add new contact with name, organization, emails, phones, and marketing status | ”Create a contact named full name in organization organization id with email email address and phone phone number and return person id and name” |
| Update Person | Update contact properties including organization and marketing status | ”Using person id, update organization to organization id and marketing status to status and return id and marketing_status” |
| Delete Person | Mark contact as deleted (permanently deleted after 30 days) | “Using person id, mark the contact as deleted and return id and deletion status” |
| List Products | Get all products with pricing, variations, and ownership information | ”List products and return id, name, code, price, and currency” |
| Search Products | Search products by name, code, and custom fields | ”Search products matching product name and return id, name, and code” |
| Get Product | Get comprehensive details of a specific product including pricing | ”Using product id, get product details and return name, price, and currency” |
| List Product Files | List files attached to a product with metadata and download links | ”Using product id, list attached files and return file id, name, and download url” |
| List Product Followers | List users following a product for notifications | ”Using product id, list followers and return user ids and names” |
| Add Product Follower | Add user as follower to a product | ”Using product id and user id, add a follower and return follower id” |
| Delete Product Follower | Remove user follower from a product | ”Using product id and user id, remove follower and return success status” |
| List Deals | Get all deals with filtering by owner, status, pipeline, and associations | ”List deals filtered by owner user id and status open/won/lost and return id, title, value, stage_id, and status” |
| Search Deals | Search deals by title, notes, and custom fields with filtering | ”Search deals matching deal title and return id, title, value, and pipeline_id” |
| Get Deal | Get comprehensive details of a specific deal | ”Using deal id, get deal details and return title, value, status, org_id, and person_id” |
| Create Deal | Create a new deal with title, value, stage, and associations | ”Create a deal titled deal title with value amount in stage stage id linked to org organization id and person person id and return deal id and title” |
| Update Deal | Update deal properties including status, value, and associations | ”Using deal id, update stage to stage id and value to amount and return id, stage_id, value, and status” |
| Delete Deal | Mark deal as deleted (permanently deleted after 30 days) | “Using deal id, mark the deal as deleted and return id and deletion status” |
| List Deal Files | List files attached to a specific deal | ”Using deal id, list files and return file id, name, and url” |
| List Deal Products | List products attached to a deal with pricing and billing details | ”Using deal id, list attached products and return product id, name, quantity, and price” |
| Get Deals Products | Get products attached to multiple deals | ”Using deal ids list, get products for each and return deal id, product id, and quantity” |
| Get Deal Conversion Status | Get deal conversion status and lead ID if conversion successful | ”Using deal id, get conversion status and return is_converted and lead_id” |
| Add Deal Product | Attach a product to a deal with pricing, quantity, tax, and billing information | ”Using deal id and product id, attach product with quantity quantity and unit price price and return deal_product id” |
| Update Deal Product | Update product attachment details including pricing and billing | ”Using deal product id, update quantity to quantity and price to unit price and return id, quantity, and price” |
| Delete Deal Product | Remove product attachment from a deal | ”Using deal product id, remove product from deal and return success status” |
| Add Deal Follower Or Participant | Add users as followers or people as participants to deals | ”Using deal id, add follower user id or participant person id and return updated followers or participants” |
| Remove Deal Follower Or Participant | Remove followers or participants from deals | ”Using deal id, remove follower user id or participant person id and return success status” |
| List Activities | Get activities assigned to users with filtering by associations and status | ”List activities for assignee user id with status open and association deal id and return id, subject, type, due_time, owner_id” |
| Get Activity | Get comprehensive details of a specific activity | ”Using activity id, get activity details and return subject, type, due_time, and participants” |
| Create Activity | Create a new activity with scheduling, participants, and associations | ”Create an activity of type activity type at start datetime assigned to user id linked to deal deal id and return activity id and subject” |
| Update Activity | Update activity properties including scheduling and participants | ”Using activity id, update due date to new datetime and mark as done/open and return id and status” |
| Delete Activity | Mark activity as deleted (permanently deleted after 30 days) | “Using activity id, delete the activity and return id and deletion status” |
| List Projects | Get projects with filtering by status, phase, and ownership | ”List projects filtered by status active/archived and return id, title, status, and phase_id” |
| Get Project | Get comprehensive details of a specific project | ”Using project id, get project details and return title, board_id, phase_id, and owner_id” |
| Create Project | Create a new project with title, board, phase, and associations | ”Create a project titled project title on board board id in phase phase id linked to deal deal id and return project id and title” |
| Update Project | Update project properties including title, description, and associations | ”Using project id, update title to new title and description to new description and return id and title” |
| Delete Project | Mark project as deleted | ”Using project id, delete the project and return success status” |
| Archive Project | Archive a project to mark as inactive while preserving data | ”Using project id, archive the project and return id and status” |
| Get Project Plan | Get project plan with tasks and activities linked to phases and groups | ”Using project id, get the project plan and return tasks and activities with ids and phase assignments” |
| Get Project Groups | Get all active groups under a project | ”Using project id, list active groups and return group ids and names” |
| Update Project Activity | Update activity phase or group assignment in a project plan | ”Using project id and activity id, move activity to phase phase id and return updated assignment” |
| Update Project Task | Update task phase or group assignment in a project plan | ”Using project id and task id, move task to phase phase id and return updated assignment” |
| List Project Boards | Get all project boards for project organization and management | ”List all project boards and return board ids and names” |
| Get Project Board | Get details of a specific project board | ”Using board id, get board details and return name and phases” |
| List Project Phases | Get project phases under a board for workflow management | ”Using board id, list project phases and return phase ids and names” |
| Get Project Phase | Get details of a specific project phase | ”Using phase id, get phase details and return name and order” |
| List Tasks | Get tasks with filtering by assignee, project, and completion status | ”List tasks filtered by assignee user id and return id, title, due_date, assignee_id, and completed” |
| Get Task | Get comprehensive details of a specific task | ”Using task id, get task details and return title, due_date, assignee_id, and completed” |
| Create Task | Create a new task with title, project, assignment, and due date | ”Create a task titled task title in project project id assigned to user id due on due date and return task id and title” |
| Update Task | Update task properties including title, assignment, and completion | ”Using task id, update title to new title, assign to user id, mark complete true/false, and return id and completed” |
| Delete Task | Delete a task and all its subtasks | ”Using task id, delete the task and return success status” |
| Get All Notes | Get notes attached to deals, persons, organizations, leads, or projects | ”List notes filtered by entity type deal/person/org/project and return note id, content, and author_id” |
| Get Note | Get details of a specific note including content and metadata | ”Using note id, get note details and return content, pinned_to, and entity_id” |
| Create Note | Create a new note with HTML content and entity associations | ”Create a note with HTML content note html linked to entity id and return note id and content” |
| Update Note | Update note content and properties | ”Using note id, update content to new note html and return id and updated content” |
| Delete Note | Permanently delete a specific note | ”Using note id, delete the note and return success status” |
| Get Note Comments | Get all comments for a specific note | ”Using note id, list comments and return comment ids, authors, and content” |
| Get Note Comment | Get details of a specific comment on a note | ”Using comment id, get comment details and return content and author” |
| Add Note Comment | Add a new comment to an existing note | ”Using note id, add a comment comment text and return comment id and content” |
| Update Note Comment | Update content of an existing note comment | ”Using comment id, update content to new comment text and return id and content” |
| Delete Note Comment | Permanently delete a specific note comment | ”Using comment id, delete the note comment and return success status” |
| Get Mail Message | Get email message details including content, recipients, and tracking | ”Using message id, get email message details and return subject, from, to, body, and tracking data” |
| Get Mail Threads | Get email conversation threads from inbox, drafts, sent, or archive folders | ”List email threads in folder inbox/drafts/sent/archive and return thread ids, subject, participants, and last_message_time” |
| Get Mail Thread | Get details of a specific email conversation thread | ”Using thread id, get thread details and return subject, participants, and snippet” |
| Get Mail Thread Messages | Get all email messages within a conversation thread | ”Using thread id, list messages and return message ids, subjects, senders, and timestamps” |
| Update Mail Thread | Update email thread properties including deal association and read status | ”Using thread id, set deal association to deal id and mark as read true/false and return updated fields” |
| Delete Mail Thread | Delete an email thread | ”Using thread id, delete the email thread and return success status” |
| Link User Video Integration | Link a user with video call integration for meeting functionality | ”Link user user id to video provider provider name for meetings and return link status” |
| Delete User Video Integration | Remove a user connection from a video call integration | ”Unlink user user id from video provider provider name and return success status” |
| Search Items | Comprehensive search across deals, persons, organizations, products, and files | ”Search across items for keyword and return item type, id, and title or name” |
| Search Item Field | Search specific fields with exact, beginning, or middle matching | ”Search the field name of item type deal/person/org/product for query with match type exact/begins/contains and return ids and matched values” |
| List Pipelines | Get all sales pipelines with sorting and pagination | ”List sales pipelines and return id and name” |
| List Stages | Get all pipeline stages with optional pipeline filtering | ”List stages for pipeline pipeline id and return id, name, pipeline_id, and order” |
| List Activity Types | Get all activity types including custom ones with configuration details | ”List activity types and return name, key, and settings” |
How to Use
1
Create Your Pipedrive MCP Node
Go to your node library, search for Pipedrive, and click “Create a node with AI”
2
Add Your Prompt
Drag the Pipedrive node to your canvas and add your prompt in the text box. Use variables like
deal title, organization name, or email thread id so you can reuse the node.3
Test Your Node
Run the node to see the results. If it works as expected, you’re all set! If you run into issues, check the troubleshooting tips below.
4
Save and Reuse
Once your Pipedrive node is working, save it to your library. You can now use this customized node in any workflow.
Example Prompts
Here are some prompts that work well with Pipedrive MCP: Deals and Pipeline:With 93 available tools, these examples showcase common use cases. Experiment with natural language to discover more possibilities.
Start simple and keep each node focused on a single action. Use a search tool first to get ids, then pass those ids into create or update tools. This pattern keeps nodes fast, reliable, and easy to reuse in workflows.
Troubleshooting
If your Pipedrive MCP node isn’t working as expected, try these best practices:Keep Prompts Simple and Specific
- Good: “Search organizations matching
company nameand return id and domain” - Bad: “Find
company name, create a deal for it, add two products, assign an owner, and schedule an activity for next week”
While the complex prompt might work, it’s more efficient to break it into separate nodes. Pipedrive MCP works best with focused, single-action prompts.
Match What Pipedrive Can Do
- Good: “List activities for assignee
user idwith statusopenand return id, subject, and due_time” - Bad: “Summarize all open activities and draft follow-up emails to send”
Pipedrive MCP excels at CRM data retrieval and updates. For summaries or drafting emails, combine it with Ask AI or Gmail nodes in your workflow.
Break Complex Tasks Into Steps
Instead of trying to do everything in one prompt (which can cause timeouts and errors):1
Step 1: Find Organizations
Search organizations matching
industry type and return organization names and organization id2
Step 2: Find Contacts
Search persons in organization
organization id with job title job title and return person names and person id3
Step 3: Create Deals
Create a deal titled
deal title with value amount linked to organization organization id and contact person id and return deal id and title4
Step 4: Schedule Activities
Create an activity of type
call at date for deal deal id assigned to user id and return activity id and due_timeIn your workflow, connect these nodes sequentially. The
organization id output from Step 1 feeds into Step 2, the person id from Step 2 feeds into Step 3, and the deal id from Step 3 feeds into Step 4.Focus on Data Retrieval
Pipedrive MCP is great at getting information from Pipedrive. For analysis or content creation, connect it to other nodes. Example:- Good prompt: “List deals with status
openowned byuser idand return id, title, value, and stage_id” - Bad prompt: “List open deals and rank them by likelihood to close with a strategy plan”
Use the Ask AI node for analysis or strategy creation after retrieving structured data from Pipedrive. This keeps your CRM node simple and reusable.
Troubleshooting Node Creation
Empty Outputs
Empty Outputs
If you’re seeing empty outputs in the node creation window (or if you’ve already created the node, hover over it and click “Edit”), use the chat interface to prompt the AI to add debug logs and verify the API response. Specifically mention that you received empty outputs.
Incorrect Results
Incorrect Results
In the node creation window (or if you’ve already created the node, hover over it and click “Edit”), use the chat interface to describe in detail what you expected versus what you received.
Errors
Errors
First click “Fix with Gummie”. If multiple attempts fail, simplify your prompt or contact support.
Iterate Using the Chat
Iterate Using the Chat
MCP node creation often requires a few tweaks. Use the chat interface in the node creation window to refine filters, output fields, or pagination. The AI will adjust the node based on your feedback.
Need More Help?
- Watch What are MCP Nodes video tutorial
- Check out MCP Best Practices in Gumloop University
- Join the Gumloop Community for support
- View the Pipedrive MCP setup guide for Claude and Cursor
- Contact support at support@gumloop.com