Pipedrive MCP Server

An MCP (Model Context Protocol) server for Pipedrive CRM integration with Claude Code and Claude Desktop. Query, create, and update CRM data directly from your AI assistant.

Why this server

• API v2-first. Every entity uses Pipedrive's v2 REST API where it exists; v1 is used only for the capabilities that have no v2 equivalent (notes, mail, users, and leads CRUD). See API Versioning.
• Contract-tested against the real OpenAPI spec. Request params, request bodies, and response shapes are checked against the vendored Pipedrive OpenAPI v2 definition (docs/api/openapi-v2.yaml) in tests/contract/, so the v2 tools can't silently drift from the documented API.
• Live-smoke verified. The tool surface is broadly exercised against a real Pipedrive account (scripts/smoke-coverage.ts), with only API-unseedable surfaces (e.g. mail threads, project templates) left to manual checks. Coverage includes plan-gated endpoints such as Growth+ deal installments (scripts/smoke-installments.ts). Key write smokes (e.g. the task is_done flag) assert the field value actually changed on the wire, not just a 200.
• Server-enforced capability modes. PIPEDRIVE_MODE picks a safety tier — read-only, safe-write (the default: reads + non-destructive writes), or full — and out-of-mode tools are both hidden from tools/list and refused if called directly. Deletes, conversions, and other irreversible writes (🔒 in the tool table) require full, so the server is read-and-create only out of the box. Every tool also carries MCP annotations (readOnlyHint/destructiveHint/idempotentHint) so policy-aware clients can tell reads from writes from deletes. See Capability modes.
• MIT licensed, published with npm build provenance.

Honest limitations. Transport is STDIO only today (a Streamable HTTP flag is planned), and auth is via a Pipedrive API key, which matches the local/self-hosted tier this server targets. There is no hosted OAuth offering yet.

Features

• Full CRM Operations: Deals, persons, organizations, activities
• Email Analysis: Access mail threads and messages for engagement analysis
• Field Discovery: Map custom field hash codes to human-readable names
• Pipeline Management: List pipelines, stages, and users
• Pagination Support: Cursor-based pagination for large datasets
• Error Handling: Clear, actionable error messages

Quick Start

Fastest setup: npx … init

Run the one-command guided installer and follow the prompts. It opens the Pipedrive API-token page, validates your key live against your account, and generates a working MCP config for your client (Claude Desktop, Claude Code, Cursor, Windsurf, or VS Code):

npx -y @ckalima/pipedrive-mcp-server init

It always prints a paste-ready block and can optionally write it into your client's config file after a timestamped backup. Committed/shared config files use ${PIPEDRIVE_API_KEY} indirection, never a raw key. Prefer to configure by hand? The manual steps below still work.

1. Get Your Pipedrive API Key

1. Log into Pipedrive
2. Go to Settings > Personal preferences > API
3. Copy your API key (40 characters)

2. Configure Claude Code

Add to your .mcp.json file:

{
  "mcpServers": {
    "pipedrive": {
      "command": "npx",
      "args": ["-y", "@ckalima/pipedrive-mcp-server"],
      "env": {
        "PIPEDRIVE_API_KEY": "your-40-character-api-key"
      }
    }
  }
}

Package name: the supported package is the scoped @ckalima/pipedrive-mcp-server. If you arrived from an older snippet that referenced the unscoped pipedrive-mcp-server, update your config to the scoped name above — the unscoped name is a different, unrelated package.

You can also start it directly to verify your setup:

npx -y @ckalima/pipedrive-mcp-server

Or set the environment variable:

export PIPEDRIVE_API_KEY="your-40-character-api-key"

Environment Variables

Variable	Required	Default	Description
PIPEDRIVE_API_KEY	Yes	-	Your 40-character Pipedrive API token.
PIPEDRIVE_MODE	No	safe-write	Server-enforced capability tier: read-only (reads only), safe-write (reads + non-destructive writes), or full (all tools, including destructive). Out-of-mode tools are hidden from tools/list and refused if called directly. Authoritative when set to a recognized value; a blank value is treated as unset (the default applies), an unrecognized value falls back to read-only. See Capability modes.
PIPEDRIVE_ENABLE_DESTRUCTIVE	No	false	Legacy flag, superseded by PIPEDRIVE_MODE. When PIPEDRIVE_MODE is unset, true is treated as full and anything else as safe-write. Still honored for back-compat; prefer PIPEDRIVE_MODE=full.
PIPEDRIVE_IMAGE_BASE_DIR	No	(unset)	Allowlisted directory the server may read product images from when file_path is passed to the image-upload tools. Filesystem reads are disabled unless this is set, and a file_path must resolve within it. Leave unset and pass base64_data if the caller cannot share the server's filesystem. See SECURITY.md.

To enable destructive tools, set PIPEDRIVE_MODE=full (or, for back-compat, PIPEDRIVE_ENABLE_DESTRUCTIVE=true) in the env block of your .mcp.json alongside PIPEDRIVE_API_KEY. Below full, every 🔒 tool returns a DESTRUCTIVE_DISABLED error instead of acting, and tools above the active tier return a MODE_RESTRICTED error.

Capability modes

PIPEDRIVE_MODE sets a server-enforced safety tier. The tier is enforced two ways: out-of-mode tools are filtered out of tools/list (so the agent never sees them) and the dispatcher refuses any out-of-mode call by name before its handler runs, so the tier is a real guarantee rather than a UI hint.

Mode	What's available	Tools	Destructive ops
read-only	read verbs only (list/get/search)	69	no
safe-write	reads + non-destructive writes	123	no
full	all tools	155	yes

Recommended for first-time setup and agent evaluation: read-only. Let the agent look before it can touch anything, then widen the tier as you build trust.

Backward compatibility. PIPEDRIVE_MODE is authoritative when set. When it is unset, the mode is derived from the legacy PIPEDRIVE_ENABLE_DESTRUCTIVE flag (true → full, otherwise safe-write), so existing installs keep their execution behavior on upgrade: every tool that ran before still runs, and every tool gated before is still gated. The one observable change at the unset default (safe-write) is that the 32 destructive tools — already refused at execution unless enabled — are now also hidden from tools/list rather than listed-then-refused (so the listed surface is 123, not 155). An unrecognized PIPEDRIVE_MODE value falls back to read-only.

3. Start Using

Once configured, Claude can access your Pipedrive data:

• "Show me open deals worth more than $10,000"
• "Create a deal called 'Acme Contract' with value $50,000"
• "Find all contacts at TechCorp"
• "List recent email threads in my inbox"
• "What custom fields are defined for deals?"

Available Tools

155 tools. 🔒 destructive (require PIPEDRIVE_MODE=full, off by default) · ⭑ requires a Growth+ plan. The active capability mode governs which tools are listed.

_{This section is generated by npm run gen:docs from the live tool registry. Do not edit by hand - CI fails on drift.}

Deals

Tool	Description
pipedrive_list_deals	List deals from Pipedrive with optional filtering by owner, person, organization, pipeline, stage, or status. Returns paginated results.
pipedrive_get_deal	Get detailed information about a specific deal by ID, including all standard and custom fields.
pipedrive_create_deal	Create a new deal in Pipedrive. Only title is required; all other fields are optional.
pipedrive_update_deal	Update an existing deal in Pipedrive. Specify the deal ID and any fields to update.
pipedrive_search_deals	Search for deals by text in title. Supports fuzzy matching by default.
pipedrive_delete_deal 🔒	Delete a deal. The deal will be marked as deleted and permanently removed after 30 days.
pipedrive_list_deal_followers	List all followers for a deal.
pipedrive_add_deal_follower	Add a follower to a deal.
pipedrive_delete_deal_follower 🔒	Remove a follower from a deal.
pipedrive_get_deal_followers_changelog	Get the followers changelog for a deal.
pipedrive_list_deal_products	List line-item products attached to a deal. Returns paginated results.
pipedrive_add_deal_product	Attach a single product as a line item to a deal.
pipedrive_update_deal_product	Update a line-item product attached to a deal. All body fields optional.
pipedrive_delete_deal_product 🔒	Remove a line-item product from a deal.
pipedrive_bulk_add_deal_products	Bulk-add up to 100 line-item products to a deal in one request.
pipedrive_list_deal_discounts	List all additional discounts applied to a deal.
pipedrive_add_deal_discount	Add an additional discount to a deal.
pipedrive_update_deal_discount	Update an additional discount on a deal. All fields except IDs are optional.
pipedrive_delete_deal_discount 🔒	Delete an additional discount from a deal.
pipedrive_list_deal_installments ⭑	List installments across one or more deals. Requires deal_ids. Growth+ plan required.
pipedrive_add_deal_installment ⭑	Add an installment (payment schedule entry) to a deal. Growth+ plan required; the deal must have at least one one-time product and no recurring products.
pipedrive_update_deal_installment ⭑	Update an installment on a deal. Growth+ plan required; all body fields optional.
pipedrive_delete_deal_installment 🔒 ⭑	Delete an installment from a deal. Growth+ plan required.
pipedrive_list_archived_deals	List archived deals with the same filtering as the active deals list (owner, person, organization, pipeline, stage, status). Returns paginated results.
pipedrive_convert_deal_to_lead 🔒	Convert a deal to a lead (async job). DESTRUCTIVE: a successful conversion marks the source deal as deleted. Returns a conversion_id; the conversion runs asynchronously, so you MUST poll pipedrive_get_deal_conversion_status with the conversion_id until a terminal status. Requires PIPEDRIVE_MODE=full (back-compat: PIPEDRIVE_ENABLE_DESTRUCTIVE=true).
pipedrive_get_deal_conversion_status	Get the status of a deal-to-lead conversion job. Status contract: 'completed' (terminal, carries lead_id), 'failed'/'rejected' (terminal, stop polling, no lead produced), 'not_started'/'running' (in-progress, re-poll). Only 'completed' carries lead_id, and conversion status is purged after a few days, so a 404 returned after a prior valid status means the status was purged (terminal stop-polling signal, not a transient error). Use a bounded poll budget (e.g. up to ~6 attempts with short backoff), not an unbounded loop.

Persons

Tool	Description
pipedrive_list_persons	List persons (contacts) from Pipedrive with optional filtering by owner, organization, or first letter of name.
pipedrive_get_person	Get detailed information about a specific person by ID.
pipedrive_create_person	Create a new person (contact) in Pipedrive. Only name is required.
pipedrive_update_person	Update an existing person in Pipedrive.
pipedrive_search_persons	Search for persons by name, email, or phone number.
pipedrive_delete_person 🔒	Delete a person. The person will be marked as deleted and permanently removed after 30 days.
pipedrive_list_person_followers	List all followers for a person.
pipedrive_add_person_follower	Add a follower to a person.
pipedrive_delete_person_follower 🔒	Remove a follower from a person.
pipedrive_get_person_followers_changelog	Get the followers changelog for a person.
pipedrive_get_person_picture	Get the picture for a person (read-only; returns picture metadata and sized image URLs). Returns an error if the person has no picture.

Organizations

Tool	Description
pipedrive_list_organizations	List organizations from Pipedrive with optional filtering by owner or first letter of name.
pipedrive_get_organization	Get detailed information about a specific organization by ID.
pipedrive_create_organization	Create a new organization in Pipedrive. Only name is required.
pipedrive_update_organization	Update an existing organization in Pipedrive.
pipedrive_search_organizations	Search for organizations by name or address.
pipedrive_delete_organization 🔒	Delete an organization. The organization will be marked as deleted and permanently removed after 30 days.
pipedrive_list_organization_followers	List all followers for an organization.
pipedrive_add_organization_follower	Add a follower to an organization.
pipedrive_delete_organization_follower 🔒	Remove a follower from an organization.
pipedrive_get_organization_followers_changelog	Get the followers changelog for an organization.

Activities

Tool	Description
pipedrive_list_activities	List activities from Pipedrive with optional filtering by owner, deal, person, organization, type, or completion status.
pipedrive_get_activity	Get detailed information about a specific activity by ID.
pipedrive_create_activity	Create a new activity in Pipedrive. Subject and type are required.
pipedrive_update_activity	Update an existing activity in Pipedrive. Use this to mark activities as done.
pipedrive_delete_activity 🔒	Delete an activity.

Notes

Tool	Description
pipedrive_list_notes	List notes from Pipedrive with optional filtering by deal, person, organization, or lead.
pipedrive_get_note	Get detailed information about a specific note by ID.
pipedrive_create_note	Create a new note in Pipedrive. Content is required. Link to a deal, person, organization, or lead.
pipedrive_update_note	Update an existing note in Pipedrive.
pipedrive_delete_note 🔒	Delete a note.

Leads

Tool	Description
pipedrive_list_leads	List active (non-archived) leads from Pipedrive with optional filtering by owner, person, or organization.
pipedrive_list_archived_leads	List archived leads from Pipedrive with optional filtering by owner, person, or organization.
pipedrive_get_lead	Get detailed information about a specific lead by UUID.
pipedrive_create_lead	Create a new lead in Pipedrive. Title is required; link to at least one of person_id or organization_id.
pipedrive_update_lead	Update an existing lead in Pipedrive.
pipedrive_search_leads	Search for leads in Pipedrive by title or associated contacts.
pipedrive_delete_lead 🔒	Delete a lead. Requires PIPEDRIVE_MODE=full (back-compat: PIPEDRIVE_ENABLE_DESTRUCTIVE=true).
pipedrive_convert_lead_to_deal 🔒	Convert a lead into a deal (Pipedrive v2). DESTRUCTIVE: a successful conversion marks the source lead as deleted. The conversion runs asynchronously; this tool polls until it completes (typically under 5s) and returns the new deal ID. If it is still running after ~30s, it returns the conversion_id and status for manual follow-up. Requires PIPEDRIVE_MODE=full (back-compat: PIPEDRIVE_ENABLE_DESTRUCTIVE=true).
pipedrive_get_lead_conversion_status	Get the status of an async lead-to-deal conversion by conversion ID (Pipedrive v2 GET /leads/{id}/convert/status/{conversion_id}).

Projects

Tool	Description
pipedrive_list_projects	List projects from Pipedrive with optional filtering by board, phase, or status. Returns paginated results. (Requires the Projects add-on; Projects API is in public beta.)
pipedrive_get_project	Get detailed information about a specific project by ID. (Requires the Projects add-on; Projects API is in public beta.)
pipedrive_create_project	Create a new project in Pipedrive. Requires title, board_id, and phase_id. (Requires the Projects add-on; Projects API is in public beta.)
pipedrive_update_project	Update an existing project in Pipedrive. (Requires the Projects add-on; Projects API is in public beta.)
pipedrive_delete_project 🔒	Delete a project. Requires PIPEDRIVE_MODE=full (back-compat: PIPEDRIVE_ENABLE_DESTRUCTIVE=true). (Requires the Projects add-on; Projects API is in public beta.)
pipedrive_search_projects	Search for projects in Pipedrive by title. (Requires the Projects add-on; Projects API is in public beta.)
pipedrive_archive_project	Archive a project by setting its status to archived. (Requires the Projects add-on; Projects API is in public beta.)
pipedrive_list_project_tasks	List tasks for a project you already have the ID for — pass only id (the project ID). For broader task queries use pipedrive_list_tasks. (Projects add-on; Projects API in public beta.)
pipedrive_list_project_templates	List all project templates available in Pipedrive. Returns paginated results.
pipedrive_get_project_template	Get detailed information about a specific project template by ID.
pipedrive_list_archived_projects	List archived projects from Pipedrive with optional filtering by filter, phase, or status. (Projects add-on; Projects API in public beta.)
pipedrive_get_project_permitted_users	Get the list of user IDs that have permission to access a project. Returns an array of integer user IDs. (Projects add-on; Projects API in public beta.)
pipedrive_get_project_changelog	Get the changelog for a project, showing what changed, when, and by whom. Returns paginated entries with actor_user_id, new_values, and old_values. (Projects add-on; Projects API in public beta.)

Products

Tool	Description
pipedrive_list_products	List products from Pipedrive with optional filtering by owner, IDs, or filter.
pipedrive_get_product	Get detailed information about a specific product by ID.
pipedrive_search_products	Search for products by name, code, or custom fields.
pipedrive_create_product	Create a new product in Pipedrive. Only name is required.
pipedrive_update_product	Update an existing product in Pipedrive.
pipedrive_delete_product 🔒	Delete a product. The product will be marked as deleted and permanently removed after 30 days.
pipedrive_list_product_variations	List all variations for a product.
pipedrive_add_product_variation	Add a variation to a product.
pipedrive_update_product_variation	Update an existing product variation.
pipedrive_delete_product_variation 🔒	Delete a product variation.
pipedrive_list_product_followers	List all followers for a product.
pipedrive_add_product_follower	Add a follower to a product.
pipedrive_delete_product_follower 🔒	Remove a follower from a product.
pipedrive_get_product_followers_changelog	Get the followers changelog for a product.
pipedrive_get_product_image	Get the image of a product (returns a single image with a public URL valid for 7 days).
pipedrive_delete_product_image 🔒	Delete the image of a product.
pipedrive_upload_product_image	Upload an image for a product. Provide the image via EITHER file_path OR base64_data (exactly one required). Supports png, jpeg, gif, and webp. Note: file_path is read by the SERVER process via the filesystem and is disabled by default; the operator must set PIPEDRIVE_IMAGE_BASE_DIR and the path must resolve within it; otherwise use base64_data, which is transport-safe.
pipedrive_update_product_image	Update (replace) the image of a product. Provide the image via EITHER file_path OR base64_data (exactly one required). Supports png, jpeg, gif, and webp. Note: file_path is read by the SERVER process via the filesystem and is disabled by default; the operator must set PIPEDRIVE_IMAGE_BASE_DIR and the path must resolve within it; otherwise use base64_data, which is transport-safe.

Tasks

Tool	Description
pipedrive_list_tasks	General task query across all projects, with optional project_id, assignee_id, done/milestone, and parent filters. Use for anything beyond a single project's full task list. (Projects add-on; Projects API in public beta.)
pipedrive_get_task	Get detailed information about a specific task by ID. (Projects add-on; Projects API in public beta.)
pipedrive_create_task	Create a new task in a project. title and project_id are required. Use boolean is_done/is_milestone (same field names as the GET response); a milestone task must have a due_date. (Projects add-on; Projects API in public beta.)
pipedrive_update_task	Update an existing task. Only id is required; all other fields are optional. Use boolean is_done/is_milestone (same field names as the GET response); a milestone task must have a due_date. (Projects add-on; Projects API in public beta.)
pipedrive_delete_task 🔒	Delete a task. If the task has subtasks, those will also be deleted. Requires PIPEDRIVE_MODE=full (back-compat: PIPEDRIVE_ENABLE_DESTRUCTIVE=true). (Projects add-on; Projects API in public beta.)

Boards & Phases

Tool	Description
pipedrive_list_boards	List all project boards. Returns the complete list (no pagination — the boards endpoint returns all records at once). (Projects add-on; Projects API in public beta.)
pipedrive_get_board	Get detailed information about a specific project board by ID. (Projects add-on; Projects API in public beta.)
pipedrive_create_board	Create a new project board. name is required. (Projects add-on; Projects API in public beta.)
pipedrive_update_board	Update an existing project board. Only id is required; all other fields are optional. (Projects add-on; Projects API in public beta.)
pipedrive_delete_board 🔒	Delete a project board. Requires PIPEDRIVE_MODE=full (back-compat: PIPEDRIVE_ENABLE_DESTRUCTIVE=true). (Projects add-on; Projects API in public beta.)
pipedrive_list_phases	List all phases for a project board. board_id is required. Returns the complete list (no pagination — the phases endpoint returns all records for a board at once). (Projects add-on; Projects API in public beta.)
pipedrive_get_phase	Get detailed information about a specific project phase by ID. (Projects add-on; Projects API in public beta.)
pipedrive_create_phase	Create a new project phase. name and board_id are required. (Projects add-on; Projects API in public beta.)
pipedrive_update_phase	Update an existing project phase. Only id is required; all other fields are optional. Set board_id to move this phase to a different board. (Projects add-on; Projects API in public beta.)
pipedrive_delete_phase 🔒	Delete a project phase. Requires PIPEDRIVE_MODE=full (back-compat: PIPEDRIVE_ENABLE_DESTRUCTIVE=true). (Projects add-on; Projects API in public beta.)

Mail

Tool	Description
pipedrive_get_person_emails	Get email messages linked to a person (company-wide, all users' emails). Returns metadata for emails from any user's mailbox that are linked to this person. Note: To get full message body, use pipedrive_get_mail_message, but only for emails in YOUR mailbox.
pipedrive_get_deal_emails	Get email messages linked to a deal (company-wide, all users' emails). Returns metadata for emails from any user's mailbox that are linked to this deal. Note: To get full message body, use pipedrive_get_mail_message, but only for emails in YOUR mailbox.
pipedrive_list_mail_threads	List mail threads from YOUR mailbox only (authenticated user). Other users' threads are not accessible. Use folder parameter to filter by inbox, drafts, sent, or archive.
pipedrive_get_mail_thread	Get a mail thread with messages. Access depends on visibility settings - threads visible within deals/persons you can access should work. Returns 404 if the thread isn't accessible to you.
pipedrive_get_mail_message	Get full email message with body. Access depends on visibility settings - messages linked to deals/persons you can access should work, even if sent by other users.

Fields

Tool	Description
pipedrive_list_organization_fields	List all organization field definitions, including custom fields. Use this to map 40-character field keys to human-readable names.
pipedrive_list_deal_fields	List all deal field definitions, including custom fields. Essential for understanding deal data structure.
pipedrive_list_person_fields	List all person field definitions, including custom fields. Use to understand contact data structure.
pipedrive_list_product_fields	List all product field definitions, including custom fields.
pipedrive_list_project_fields	List all project field definitions, including custom fields. (Projects add-on; Projects API in public beta.)
pipedrive_get_field	Get details of a specific field by its key. Useful for looking up what a 40-character hash field key means.
pipedrive_create_deal_field	Create a deal custom field. field_name and field_type are required. For enum/set types, options is required. The response data.field_code is the 40-char hash you must keep to update or delete the field later.
pipedrive_update_deal_field	Update a deal custom field by field_code. field_type and field_code cannot be changed.
pipedrive_delete_deal_field 🔒	Delete a deal custom field by field_code. Requires PIPEDRIVE_MODE=full (back-compat: PIPEDRIVE_ENABLE_DESTRUCTIVE=true).
pipedrive_update_deal_field_options	Bulk-update option labels of a deal enum/set field. Atomic: the whole request fails if any option ID does not exist.
pipedrive_delete_deal_field_options 🔒	Bulk-delete options of a deal enum/set field. Atomic: fails if any ID does not exist. Requires PIPEDRIVE_MODE=full (back-compat: PIPEDRIVE_ENABLE_DESTRUCTIVE=true).
pipedrive_create_person_field	Create a person custom field. field_name and field_type are required. For enum/set types, options is required. The response data.field_code is the 40-char hash to keep for later updates.
pipedrive_update_person_field	Update a person custom field by field_code. field_type and field_code cannot be changed.
pipedrive_delete_person_field 🔒	Delete a person custom field by field_code. Requires PIPEDRIVE_MODE=full (back-compat: PIPEDRIVE_ENABLE_DESTRUCTIVE=true).
pipedrive_update_person_field_options	Bulk-update option labels of a person enum/set field. Atomic: the whole request fails if any option ID does not exist.
pipedrive_delete_person_field_options 🔒	Bulk-delete options of a person enum/set field. Atomic: fails if any ID does not exist. Requires PIPEDRIVE_MODE=full (back-compat: PIPEDRIVE_ENABLE_DESTRUCTIVE=true).
pipedrive_create_organization_field	Create an organization custom field. field_name and field_type are required. For enum/set types, options is required. The response data.field_code is the 40-char hash to keep for later updates.
pipedrive_update_organization_field	Update an organization custom field by field_code. field_type and field_code cannot be changed.
pipedrive_delete_organization_field 🔒	Delete an organization custom field by field_code. Requires PIPEDRIVE_MODE=full (back-compat: PIPEDRIVE_ENABLE_DESTRUCTIVE=true).
pipedrive_update_organization_field_options	Bulk-update option labels of an organization enum/set field. Atomic: the whole request fails if any option ID does not exist.
pipedrive_delete_organization_field_options 🔒	Bulk-delete options of an organization enum/set field. Atomic: fails if any ID does not exist. Requires PIPEDRIVE_MODE=full (back-compat: PIPEDRIVE_ENABLE_DESTRUCTIVE=true).
pipedrive_create_product_field	Create a product custom field. field_name and field_type are required. For enum/set types, options is required. Product fields use a simpler model: no description, important_fields, or required_fields. The response data.field_code is the 40-char hash to keep for later updates.
pipedrive_update_product_field	Update a product custom field by field_code. Only field_name and ui_visibility can be changed (product fields have no description/important_fields/required_fields).
pipedrive_delete_product_field 🔒	Delete a product custom field by field_code. Requires PIPEDRIVE_MODE=full (back-compat: PIPEDRIVE_ENABLE_DESTRUCTIVE=true).
pipedrive_update_product_field_options	Bulk-update option labels of a product enum/set field. Atomic: the whole request fails if any option ID does not exist.
pipedrive_delete_product_field_options 🔒	Bulk-delete options of a product enum/set field. Atomic: fails if any ID does not exist. Requires PIPEDRIVE_MODE=full (back-compat: PIPEDRIVE_ENABLE_DESTRUCTIVE=true).

Pipelines & Stages

Tool	Description
pipedrive_list_pipelines	List sales pipelines in Pipedrive with cursor pagination. Pipelines contain stages that deals move through.
pipedrive_list_stages	List stages with cursor pagination, optionally filtered by pipeline. Stages represent steps in the sales process.
pipedrive_get_stage	Get details of a specific stage by ID.
pipedrive_create_pipeline	Create a new sales pipeline. Only name is required. Set is_deal_probability_enabled to turn on weighted deal probability for the pipeline.
pipedrive_update_pipeline	Update an existing pipeline. Provide the pipeline id and any fields to change.
pipedrive_delete_pipeline 🔒	Delete a pipeline. Marks the pipeline as deleted. Requires PIPEDRIVE_MODE=full (back-compat: PIPEDRIVE_ENABLE_DESTRUCTIVE=true).
pipedrive_create_stage	Create a new stage in a pipeline. name and pipeline_id are required. Use is_deal_rot_enabled and days_to_rotten to configure deal rotting.
pipedrive_update_stage	Update an existing stage. Provide the stage id and any fields to change. Set pipeline_id to move the stage to another pipeline.
pipedrive_delete_stage 🔒	Delete a stage. Marks the stage as deleted. Requires PIPEDRIVE_MODE=full (back-compat: PIPEDRIVE_ENABLE_DESTRUCTIVE=true).

Users

Tool	Description
pipedrive_list_users	List all users in the Pipedrive account. Useful for finding owner IDs when creating or filtering records.
pipedrive_get_user	Get details of a specific user by ID.
pipedrive_get_current_user	Get details of the current user (API key owner). Useful for verifying connection and getting your user ID.

Example Workflows

Analyze Deal Pipeline

"Show me all open deals in the Sales pipeline, sorted by value"
"Get details for deal 12345 including custom fields"
"Move deal 12345 to the Proposal stage"

Customer Research

"Find contacts at Acme Corp"
"Get emails for person 456 to analyze their engagement"
"What custom fields do we have for persons?"

Activity Management

"List my overdue activities"
"Create a follow-up call with John Smith for tomorrow at 2pm"
"Mark activity 789 as done"

Field Discovery

"List all custom fields for deals"
"What does field '8a4d7f...' mean?" (40-char hash)

Development

Local Setup

git clone https://github.com/ckalima/pipedrive-mcp-server.git
cd pipedrive-mcp-server
npm install
cp .env.example .env
# Edit .env with your API key

Build & Run

npm run build
npm run start

Development Mode

npm run dev

Test with MCP Inspector

npx @modelcontextprotocol/inspector node dist/index.js

API Versioning

This server uses both Pipedrive API versions, routing each call to the correct one automatically:

• v2 (/api/v2): Deals, Persons, Organizations, Activities, Products, Projects, Tasks, Boards & Phases, Fields, Pipelines & Stages, and Leads search
• v1 (/v1): Mail, Notes, Users, and Leads CRUD

Pipedrive is sunsetting v1. Selected v1 endpoints that have v2 equivalents reach end-of-life on 2025-12-31, with full v1 sunset expected around 2026-07-31; the v1 surfaces above (Mail, Notes, Users, Leads CRUD) have no v2 replacement yet. See docs/v1-only-capabilities.md for details.

Error Handling

Errors are returned with actionable suggestions:

{
  "error": {
    "code": "INVALID_API_KEY",
    "message": "API key is invalid or expired",
    "suggestion": "Verify your API key at Pipedrive Settings > Personal preferences > API"
  }
}

Common error codes:

• MISSING_API_KEY - Set PIPEDRIVE_API_KEY environment variable
• INVALID_API_KEY - Check your API key in Pipedrive settings
• NOT_FOUND - The requested resource doesn't exist
• RATE_LIMITED - Wait 60 seconds before retrying
• VALIDATION_ERROR - Check your request parameters

Security

See SECURITY.md for the threat model (data flows, credential handling, prompt-injection honesty, the AI/agent attack-surface catalog, operator best practices, and known limitations) and how to report a vulnerability privately. In short: STDIO-only with no network listener, the API token is read from the environment and never logged, destructive operations are gated off by default, and CRM tool output is structurally labeled as untrusted (an advisory mitigation, not a guarantee, see the residual-risk note).

For least-privilege deployment, mint the token from a dedicated, restricted Pipedrive user, keep destructive ops disabled unless needed, and isolate the agent's context so a prompt injection in CRM data has no exfiltration channel. See Operator best practices.

Contributing

See CONTRIBUTING.md for guidelines.

License

MIT - see LICENSE

Links

• Pipedrive API Documentation
• MCP Protocol
• Security Policy
• Report Issues