Pipedrive MCP server for Claude, ChatGPT, Claude Code and Cursor
Access/manage deals, leads, contacts, organizations, activities, products, and user roles in Pipedrive.
Examples of what your AI apps can do in Pipedrive. You'll see the exact list of tools after you connect it.
add_file
ToolUpload and link files to deals, people, organizations, activities, products, or leads in pipedrive. see the "adding a file" tutorial for details.
delete_mail_thread
ToolMarks a mail thread as deleted.
add_person_picture
ToolThis service allows adding a photo to a person's profile, replacing any existing one. images must be square with a minimum size of 128 pixels and in gif, jpg, or png formats. they will be resized to 128 and 512 pixels.
delete_person_picture
ToolDeletes a person’s picture.
add_role_assignment
ToolAssigns a user to a role.
add_or_update_role_setting
ToolAdds or updates the visibility setting for a role.
add_a_deal
ToolAdd a new deal to pipedrive with any custom fields, which vary by account and are identified by long hash keys. check dealfields for existing custom fields. for details, visit the tutorial on adding a deal.
add_a_lead
ToolPipedrive api lets you add leads linked to people or organizations and tags them with 'api' source. custom fields from deals apply to leads and appear in responses if set. details are in the tutorials for adding and updating leads.
add_an_activity
ToolNew activity added. response includes `more activities scheduled in context` to show if more are planned with the same entity. see tutorial on adding activities [here](https://pipedrive.readme.io/docs/adding-an-activity).
add_a_note
ToolAdd a note to a deal, person, organization, lead, or project in pipedrive. at least one of deal id, person id, org id, lead id, or project id must be provided.
add_a_person
ToolAdd a new contact in pipedrive with optional custom fields unique to each account found using the `personfields` endpoint. the endpoint also handles `data.marketing status` for campaigns product users.
add_a_product
ToolAdds a new product to the products inventory. for more information, see the tutorial for <a href="https://pipedrive.readme.io/docs/adding-a-product" target=" blank" rel="noopener noreferrer">adding a product</a>.
get_all_leads
ToolThe api returns sorted leads by creation time, supporting pagination via `limit` and `start`. custom field values are included if set, mimicking the `deals` endpoint structure; unset fields are omitted. leads share custom fields with deals.
get_all_products
ToolReturns data about all products.
get_one_lead
ToolApi returns specific lead details with custom field values in the deals format. unset custom fields are omitted. leads share custom fields with deals, not having a unique set.
update_a_deal
ToolUpdates the properties of a deal. for more information, see the tutorial for <a href="https://pipedrive.readme.io/docs/updating-a-deal" target=" blank" rel="noopener noreferrer">updating a deal</a>.
update_a_person
ToolModifies a person’s details in pipedrive. see the linked tutorial for guidance. if utilizing campaigns, the endpoint also handles `data.marketing status`.
add_a_call_log
ToolAdds a new call log.
add_a_channel
ToolNew messaging channel added; registration limited to admins. utilizes getconversations endpoint for data retrieval. requires messengers integration oauth scope and a prepared messaging app extension manifest.
add_a_comment_to_a_note
ToolAdds a new comment to a note.
add_a_follower_to_a_deal
ToolAdds a follower to a deal.
add_a_follower_to_an_organization
ToolAdds a follower to an organization.
add_a_follower_to_a_person
ToolAdds a follower to a person.
add_a_follower_to_a_product
ToolAdds a follower to a product.
add_a_lead_label
ToolCreates a lead label.
add_a_new_deal_field
ToolAdds a new deal field. for more information, see the tutorial for <a href="https://pipedrive.readme.io/docs/adding-a-new-custom-field" target=" blank" rel="noopener noreferrer">adding a new custom field</a>.
add_a_new_filter
ToolNew filter creation returns an id. only one primary condition group with 'and' and two secondary groups (one 'and', one 'or') are supported. future syntax expansion possible. see tutorial for details.
add_a_new_goal
ToolAdds a new goal. along with adding a new goal, a report is created to track the progress of your goal.
add_a_new_organization_field
ToolAdds a new organization field. for more information, see the tutorial for <a href="https://pipedrive.readme.io/docs/adding-a-new-custom-field" target=" blank" rel="noopener noreferrer">adding a new custom field</a>.
add_a_new_person_field
ToolAdds a new person field. for more information, see the tutorial for <a href="https://pipedrive.readme.io/docs/adding-a-new-custom-field" target=" blank" rel="noopener noreferrer">adding a new custom field</a>.
add_a_new_pipeline
ToolAdds a new pipeline.
add_a_new_product_field
ToolAdds a new product field. for more information, see the tutorial for <a href="https://pipedrive.readme.io/docs/adding-a-new-custom-field" target=" blank" rel="noopener noreferrer">adding a new custom field</a>.
add_a_new_stage
ToolAdds a new stage, returns the id upon success.
add_a_new_team
ToolAdds a new team to the company and returns the created object.
add_a_new_user
ToolAdds a new user to the company, returns the id upon success.
add_an_installment_subscription
ToolAdds a new installment subscription.
add_an_organization
ToolSet up a new pipedrive organization using custom fields with unique key hashes. retrieve `organizationfields` for configuration. check the linked tutorial for guidance.
add_a_participant_to_a_deal
ToolAdds a participant to a deal.
add_a_product_to_a_deal
ToolAdds a product to a deal, creating a new item called a deal-product.
add_a_project
ToolAdds a new project. note that you can supply additional custom fields along with the request that are not described here. these custom fields are different for each pipedrive account and can be recognized by long hashes as keys.
add_a_recurring_subscription
ToolAdds a new recurring subscription.
add_a_role
ToolAdds a new role.
add_a_task
ToolAdds a new task.
add_new_activity_type
ToolAdds a new activity type.
add_users_to_a_team
ToolAdds users to an existing team.
archive_a_project
ToolArchives a project.
attach_an_audio_file_to_the_call_log
ToolAdds an audio recording to the call log. that audio can be played by those who have access to the call log object.
cancel_a_recurring_subscription
ToolCancels a recurring subscription.
create_a_new_webhook
ToolCreates and returns details of a new webhook. trigger events combine `event action` and `event object`, like `*.*` for all events or `added.deal`, `deleted.persons` for specific actions. more info in the webhooks guide.
create_an_organization_relationship
ToolCreates and returns an organization relationship.
create_a_remote_file_and_link_it_to_an_item
ToolCreates an empty file on google drive linked to an item. for details, refer to the pipedrive remote file adding tutorial.
delete_a_call_log
ToolDeletes a call log. if there is an audio recording attached to it, it will also be deleted. the related activity will not be removed by this request. if you want to remove the related activities, please use the endpoint which is specific for activities.
delete_a_channel
ToolThe endpoint removes a messenger channel along with conversations and messages. requires messengers integration oauth and messaging app extension manifest.
delete_a_comment_related_to_a_note
ToolDeletes a comment.
delete_a_conversation
ToolDeletes an existing conversation. to use the endpoint, you need to have **messengers integration** oauth scope enabled and the messaging manifest ready for the [messaging app extension](https://pipedrive.readme.io/docs/messaging-app-extension).
delete_a_deal
ToolMarks a deal as deleted. after 30 days, the deal will be permanently deleted.
delete_a_deal_field
ToolMarks a field as deleted. for more information, see the tutorial for <a href="https://pipedrive.readme.io/docs/deleting-a-custom-field" target=" blank" rel="noopener noreferrer">deleting a custom field</a>.
delete_a_file
ToolMarks a file as deleted. after 30 days, the file will be permanently deleted.
delete_a_filter
ToolMarks a filter as deleted.
delete_a_follower_from_a_deal
ToolDeletes a follower from a deal.
delete_a_follower_from_an_organization
ToolDeletes a follower from an organization. you can retrieve the `follower id` from the <a href="https://developers.pipedrive.com/docs/api/v1/organizations#getorganizationfollowers">list followers of an organization</a> endpoint.
delete_a_follower_from_a_person
ToolDeletes a follower from a person.
delete_a_follower_from_a_product
ToolDeletes a follower from a product.
delete_a_lead
ToolDeletes a specific lead.
delete_a_lead_label
ToolDeletes a specific lead label.
delete_an_activity
ToolMarks an activity as deleted. after 30 days, the activity will be permanently deleted.
delete_an_activity_type
ToolMarks an activity type as deleted.
delete_an_attached_product_from_a_deal
ToolDeletes a product attachment from a deal, using the `product attachment id`.
delete_an_organization
ToolMarks an organization as deleted. after 30 days, the organization will be permanently deleted.
delete_an_organization_field
ToolMarks a field as deleted. for more information, see the tutorial for <a href="https://pipedrive.readme.io/docs/deleting-a-custom-field" target=" blank" rel="noopener noreferrer">deleting a custom field</a>.
delete_an_organization_relationship
ToolDeletes an organization relationship and returns the deleted id.
delete_a_note
ToolDeletes a specific note.
delete_a_participant_from_a_deal
ToolDeletes a participant from a deal.
delete_a_person
ToolMarks a person as deleted. after 30 days, the person will be permanently deleted.
delete_a_person_field
ToolMarks a field as deleted. for more information, see the tutorial for <a href="https://pipedrive.readme.io/docs/deleting-a-custom-field" target=" blank" rel="noopener noreferrer">deleting a custom field</a>.
delete_a_pipeline
ToolMarks a pipeline as deleted.
delete_a_product
ToolMarks a product as deleted. after 30 days, the product will be permanently deleted.
delete_a_product_field
ToolMarks a product field as deleted. for more information, see the tutorial for <a href="https://pipedrive.readme.io/docs/deleting-a-custom-field" target=" blank" rel="noopener noreferrer">deleting a custom field</a>.
delete_a_project
ToolMarks a project as deleted.
delete_a_role
ToolMarks a role as deleted.
delete_a_role_assignment
ToolRemoves the assigned user from a role and adds to the default role.
delete_a_stage
ToolMarks a stage as deleted.
delete_a_subscription
ToolMarks an installment or a recurring subscription as deleted.
delete_a_task
ToolMarks a task as deleted. if the task has subtasks then those will also be deleted.
delete_existing_goal
ToolMarks a goal as deleted.
delete_existing_webhook
ToolDeletes the specified webhook.
delete_multiple_activities_in_bulk
ToolMarks multiple activities as deleted. after 30 days, the activities will be permanently deleted.
delete_multiple_activity_types_in_bulk
ToolMarks multiple activity types as deleted.
delete_multiple_deal_fields_in_bulk
ToolMarks multiple deal fields as deleted.
delete_multiple_deals_in_bulk
ToolMarks multiple deals as deleted. after 30 days, the deals will be permanently deleted.
delete_multiple_filters_in_bulk
ToolMarks multiple filters as deleted.
delete_multiple_organization_fields_in_bulk
ToolMarks multiple fields as deleted.
delete_multiple_organizations_in_bulk
ToolMarks multiple organizations as deleted. after 30 days, the organizations will be permanently deleted.
delete_multiple_person_fields_in_bulk
ToolMarks multiple fields as deleted.
delete_multiple_persons_in_bulk
ToolMarks multiple persons as deleted. after 30 days, the persons will be permanently deleted.
delete_multiple_product_fields_in_bulk
ToolMarks multiple fields as deleted.
delete_multiple_stages_in_bulk
ToolMarks multiple stages as deleted.
delete_users_from_a_team
ToolDeletes users from an existing team.
download_one_file
ToolInitializes a file download.
duplicate_deal
ToolDuplicates a deal.
Free. No card needed.
How to connect Pipedrive
- 1Create your free ContextGate account.
- 2Go to Connections → Add Connection, search for Pipedrive and sign in to Pipedrive.
- 3Add ContextGate to Claude, Cursor or ChatGPT (the Setup page shows you how), then ask it to use Pipedrive.
What you get with Pipedrive and ContextGate
- Your AI apps can use Pipedrive Claude, Cursor, ChatGPT and other AI apps reach Pipedrive through the one ContextGate connection you add to them.
- You choose which tools they can use Switch off any Pipedrive tool you don't want used. It's hidden from your AI apps and refused if called.
- Every call is checked and recorded Your policies check each call (for example, personal data is hidden and secrets are blocked), and Activity keeps a record of it.
ContextGate sees only the tool calls that go through it, not your AI app's built-in tools or your chats.
Select a tool on the left to see its parameters
What you get with Pipedrive and ContextGate
- Your AI apps can use Pipedrive: Claude, Cursor, ChatGPT and other AI apps reach Pipedrive through the one ContextGate connection you add to them.
- You choose which tools they can use: Switch off any Pipedrive tool you don't want used. It's hidden from your AI apps and refused if called.
- Every call is checked and recorded: Your policies check each call (for example, personal data is hidden and secrets are blocked), and Activity keeps a record of it.
ContextGate sees only the tool calls that go through it, not your AI app's built-in tools or your chats.
Free. No card needed.
How to connect Pipedrive
- Create your free ContextGate account.
- Go to Connections → Add Connection, search for Pipedrive and sign in to Pipedrive.
- Add ContextGate to Claude, Cursor or ChatGPT (the Setup page shows you how), then ask it to use Pipedrive.