Pipedrive MCP connector
Updated
Pipedrive is a sales CRM platform built to help sales teams manage pipelines, deals, and customer relationships. The Pipedrive MCP connector allows AI agents to create, update, and track deals and activities throughout the sales process. It also supports managing users, searching records, and coordinating follow-ups to keep sales workflows organized.
Authentication type
- OAuth 2.0 Authorization Code - Requires a one-time user login to authorize the agent to access the service on their behalf.
Uses
Use the Pipedrive MCP connector to perform the following actions:
- Track sales deals from initial contact through close
- Convert qualified leads into active deals automatically
- Log customer activities such as calls, meetings, and follow-ups
- Attach files and notes to deals for complete context
- Search and filter deals to prioritize high-value opportunities
- Invite team members to collaborate within a Pipedrive account
- Manage deal products to track pricing and quantities accurately
- Duplicate deals to speed up repeat sales processes
Example prompts
Use the following example prompts to invoke Pipedrive MCP connector tools from your AI assistant or Boomi Connect workflow:
Show me all deals that closed last month in Pipedrive.Create a new deal for Acme Corp worth $10,000 in Pipedrive.List every activity scheduled for this week in Pipedrive.Add a note to the Johnson deal in Pipedrive.Find all leads that haven't been contacted yet in Pipedrive.Invite a new sales rep to our Pipedrive account.Update the deal stage for the Smith account in Pipedrive.Download the contract file attached to a deal in Pipedrive.Search for deals related to the Q3 campaign in Pipedrive.Duplicate the enterprise deal template in Pipedrive.
Pipedrive MCP connector tools
The Pipedrive MCP connector provides the following tools. Each tool maps to a specific action you can invoke from your AI agent or automation.
| Tool | Description |
|---|---|
| pipedrive_pipedriveinvitenewuser_invoke | Invite a new user to your Pipedrive account |
| listActivities | List activities |
| createActivity | Create an activity |
| getActivity | Get an activity |
| updateActivity | Update an activity |
| deleteActivity | Delete an activity |
| listDeals | List deals |
| createDeal | Create a deal |
| searchDeals | Search deals |
| getDeal | Get a deal |
| updateDeal | Update a deal |
| deleteDeal | Delete a deal |
| duplicateDeal | Duplicate a deal |
| listDealActivities | List deal activities |
| listDealProducts | List deal products |
| addDealProduct | Add product to deal |
| updateDealProduct | Update deal product |
| removeDealProduct | Remove product from deal |
| getFile | Get file details |
| updateFile | Update file details |
| deleteFile | Delete a file |
| downloadFile | Download a file |
| listLeads | List leads |
| createLead | Create a lead |
| getLead | Get a lead |
| updateLead | Update a lead |
| deleteLead | Delete a lead |
| listNotes | List notes |
| createNote | Create a note |
| getNote | Get a note |
| updateNote | Update a note |
| deleteNote | Delete a note |
| listOrganizations | List organizations |
| createOrganization | Create an organization |
| searchOrganizations | Search organizations |
| getOrganization | Get an organization |
| updateOrganization | Update an organization |
| deleteOrganization | Delete an organization |
| listPersons | List persons |
| createPerson | Create a person |
| searchPersons | Search persons |
| getPerson | Get a person |
| updatePerson | Update a person |
| deletePerson | Delete a person |
| listProducts | List products |
