Pipedrive MCP connector
Pipedrive is a sales management tool designed to help small sales teams manage intricate or lengthy sales processes. The Pipedrive MCP connector allows AI agents to manage deals throughout the sales pipeline, create and track activities, and invite users to the workspace. It also supports searching for deals, updating activity details, and organizing sales workflows across the platform.
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:
- Accelerate sales cycles by tracking deal progress through pipeline stages automatically
- Convert leads into deals and manage the entire sales journey in Pipedrive
- Organize team activities and follow-ups to ensure no prospect falls through the cracks
- Attach products to deals and adjust quantities as negotiations evolve
- Create audit trails by logging notes and file attachments linked to prospects
- Invite new sales team members and onboard them with Pipedrive access
- Search and filter deals by criteria to identify high-value opportunities quickly
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 in the negotiation stage in Pipedrive.Create a new lead for Sarah Johnson from Acme Corp in Pipedrive.Add a follow-up activity for tomorrow to call the prospect about the software license deal.List all notes attached to the deal with TechStart Industries in Pipedrive.Search for deals over $50,000 that are closing this month in Pipedrive.Remove that product from the deal because the customer changed their requirements.Create a note documenting the call outcome and attach it to this lead in Pipedrive.Duplicate the deal structure from last year's contract to use as a template.Invite alex@company.com to join our Pipedrive account as a sales rep.Download the contract file attached to the enterprise deal.
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 | Sends an invitation to a new user to join your Pipedrive workspace. |
| listActivities | Retrieves a list of all activities in your Pipedrive account. |
| createActivity | Creates a new activity such as a call, meeting, or task. |
| getActivity | Retrieves details for a specific activity. |
| updateActivity | Modifies an existing activity's information. |
| deleteActivity | Removes an activity from your Pipedrive account. |
| listDeals | Retrieves a list of all deals in your Pipedrive account. |
| createDeal | Creates a new deal with the specified details. |
| searchDeals | Finds deals matching specified search criteria. |
| getDeal | Retrieves details for a specific deal. |
| updateDeal | Modifies an existing deal's information. |
| deleteDeal | Removes a deal from your Pipedrive account. |
| duplicateDeal | Creates a copy of an existing deal with new details. |
| listDealActivities | Retrieves all activities associated with a specific deal. |
| listDealProducts | Retrieves all products linked to a specific deal. |
| addDealProduct | Adds a product to a deal. |
| updateDealProduct | Modifies a product's details within a deal. |
| removeDealProduct | Removes a product from a deal. |
| getFile | Retrieves details about a specific file. |
| updateFile | Modifies a file's information or properties. |
| deleteFile | Removes a file from your Pipedrive account. |
| downloadFile | Downloads a file to your local system. |
| listLeads | Retrieves a list of all leads in your Pipedrive account. |
| createLead | Creates a new lead with the specified information. |
| getLead | Retrieves details for a specific lead. |
| updateLead | Modifies an existing lead's information. |
| deleteLead | Removes a lead from your Pipedrive account. |
| listNotes | Retrieves a list of all notes in your Pipedrive account. |
| createNote | Creates a new note attached to a specific record. |
| getNote | Retrieves details for a specific 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. |
