Pipedrive MCP server for Claude, ChatGPT, Claude Code and Cursor

How to connect Pipedrive

1. 1
   Click Connect Pipedrive free and paste your Pipedrive API key.
2. 2
   Add ContextGate to your AI app:

   ClaudeChatGPTClaude CodeCursorGitHub CopilotCodexGemini CLIOther

   1. 1

      In Claude, open Settings → Connectors and click Add custom connector.

   2. 2

      Name it ContextGate and paste this URL:

      https://api.contextgate.ai/mcp

   3. 3

      Click Add, then Connect, and sign in to ContextGate.

   4. 4

      In a chat, turn ContextGate on from the + menu → Connectors. Cowork and the desktop app use the same connectors.

   The full Claude guide

   1. 1

      In ChatGPT settings, open Apps & Connectors (or Connectors) → Advanced and turn on Developer mode.

   2. 2

      Create a connector, choose OAuth, and paste this URL:

      https://api.contextgate.ai/mcp

   3. 3

      Sign in to ContextGate when ChatGPT redirects you, then pick the connector in a chat.

   The full ChatGPT guide

   1. 1

      Run this in a terminal:

      claude mcp add --transport http contextgate https://api.contextgate.ai/mcp

   2. 2

      Start Claude Code, run /mcp, choose contextgate and sign in to ContextGate.

   The full Claude Code guide

   Add to Cursor

   1. 1

      Click Add to Cursor, or add this to ~/.cursor/mcp.json:

      {
        "mcpServers": {
          "contextgate": {
            "url": "https://api.contextgate.ai/mcp"
          }
        }
      }

   2. 2

      In Cursor Settings → MCP, sign in to ContextGate when Cursor asks.

   The full Cursor guide

   Add to VS Code

   1. 1

      Click Add to VS Code, or add this to .vscode/mcp.json:

      {
        "servers": {
          "contextgate": {
            "type": "http",
            "url": "https://api.contextgate.ai/mcp"
          }
        }
      }

   2. 2

      Start the server when VS Code asks, sign in to ContextGate, and use it from Copilot Chat in Agent mode.

   The full GitHub Copilot guide

   1. 1

      Run this in a terminal:

      codex mcp add contextgate --url https://api.contextgate.ai/mcp

   2. 2

      Then sign in to ContextGate:

      codex mcp login contextgate

   The full Codex guide

   1. 1

      Run this in a terminal:

      gemini mcp add --transport http contextgate https://api.contextgate.ai/mcp

   2. 2

      In Gemini CLI, run /mcp auth contextgate and sign in to ContextGate.

   The full Gemini CLI guide

   1. 1

      Add a remote (HTTP) MCP server with this URL:

      https://api.contextgate.ai/mcp

   2. 2

      Apps that support MCP sign-in ask you to sign in to ContextGate the first time they connect.

   3. 3

      An app that can't sign in can use a workspace API key instead: create one under API keys and add ?api_key=<your key> to the URL.

   More on adding it to any MCP app
3. 3
   Ask your AI app to use Pipedrive, then open Activity to see the call.

What you get with Pipedrive and ContextGate

• Your AI apps can use PipedriveClaude, Cursor, ChatGPT and other AI apps reach Pipedrive through the one ContextGate connection you add to them.
• You choose which tools they can useSwitch 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 recordedYour 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.

Pipedrive tools

Examples of what your AI apps can do in Pipedrive. You'll see the exact list of tools after you connect it.

• add_fileUpload and link files to deals, people, organizations, activities, products, or leads in pipedrive. see the "adding a file" tutorial for details.
• delete_mail_threadMarks a mail thread as deleted.
• add_person_pictureThis 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_pictureDeletes a person’s picture.
• add_role_assignmentAssigns a user to a role.
• add_or_update_role_settingAdds or updates the visibility setting for a role.
• add_a_dealAdd 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_leadPipedrive 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_activityNew 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_noteAdd 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_personAdd 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_productAdds 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_leadsThe 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_productsReturns data about all products.
• get_one_leadApi 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_dealUpdates 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_personModifies 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_logAdds a new call log.
• add_a_channelNew 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_noteAdds a new comment to a note.
• add_a_follower_to_a_dealAdds a follower to a deal.
• add_a_follower_to_an_organizationAdds a follower to an organization.
• add_a_follower_to_a_personAdds a follower to a person.
• add_a_follower_to_a_productAdds a follower to a product.
• add_a_lead_labelCreates a lead label.
• add_a_new_deal_fieldAdds 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_filterNew 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_goalAdds a new goal. along with adding a new goal, a report is created to track the progress of your goal.
• add_a_new_organization_fieldAdds 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_fieldAdds 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_pipelineAdds a new pipeline.
• add_a_new_product_fieldAdds 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_stageAdds a new stage, returns the id upon success.
• add_a_new_teamAdds a new team to the company and returns the created object.
• add_a_new_userAdds a new user to the company, returns the id upon success.
• add_an_installment_subscriptionAdds a new installment subscription.
• add_an_organizationSet 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_dealAdds a participant to a deal.
• add_a_product_to_a_dealAdds a product to a deal, creating a new item called a deal-product.
• add_a_projectAdds 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_subscriptionAdds a new recurring subscription.
• add_a_roleAdds a new role.
• add_a_taskAdds a new task.
• add_new_activity_typeAdds a new activity type.
• add_users_to_a_teamAdds users to an existing team.
• archive_a_projectArchives a project.
• attach_an_audio_file_to_the_call_logAdds 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_subscriptionCancels a recurring subscription.
• create_a_new_webhookCreates 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_relationshipCreates and returns an organization relationship.
• create_a_remote_file_and_link_it_to_an_itemCreates an empty file on google drive linked to an item. for details, refer to the pipedrive remote file adding tutorial.
• delete_a_call_logDeletes 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_channelThe 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_noteDeletes a comment.
• delete_a_conversationDeletes 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_dealMarks a deal as deleted. after 30 days, the deal will be permanently deleted.
• delete_a_deal_fieldMarks 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_fileMarks a file as deleted. after 30 days, the file will be permanently deleted.
• delete_a_filterMarks a filter as deleted.
• delete_a_follower_from_a_dealDeletes a follower from a deal.
• delete_a_follower_from_an_organizationDeletes 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_personDeletes a follower from a person.
• delete_a_follower_from_a_productDeletes a follower from a product.
• delete_a_leadDeletes a specific lead.
• delete_a_lead_labelDeletes a specific lead label.
• delete_an_activityMarks an activity as deleted. after 30 days, the activity will be permanently deleted.
• delete_an_activity_typeMarks an activity type as deleted.
• delete_an_attached_product_from_a_dealDeletes a product attachment from a deal, using the `product attachment id`.
• delete_an_organizationMarks an organization as deleted. after 30 days, the organization will be permanently deleted.
• delete_an_organization_fieldMarks 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_relationshipDeletes an organization relationship and returns the deleted id.
• delete_a_noteDeletes a specific note.
• delete_a_participant_from_a_dealDeletes a participant from a deal.
• delete_a_personMarks a person as deleted. after 30 days, the person will be permanently deleted.
• delete_a_person_fieldMarks 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_pipelineMarks a pipeline as deleted.
• delete_a_productMarks a product as deleted. after 30 days, the product will be permanently deleted.
• delete_a_product_fieldMarks 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_projectMarks a project as deleted.
• delete_a_roleMarks a role as deleted.
• delete_a_role_assignmentRemoves the assigned user from a role and adds to the default role.
• delete_a_stageMarks a stage as deleted.
• delete_a_subscriptionMarks an installment or a recurring subscription as deleted.
• delete_a_taskMarks a task as deleted. if the task has subtasks then those will also be deleted.
• delete_existing_goalMarks a goal as deleted.
• delete_existing_webhookDeletes the specified webhook.
• delete_multiple_activities_in_bulkMarks multiple activities as deleted. after 30 days, the activities will be permanently deleted.
• delete_multiple_activity_types_in_bulkMarks multiple activity types as deleted.
• delete_multiple_deal_fields_in_bulkMarks multiple deal fields as deleted.
• delete_multiple_deals_in_bulkMarks multiple deals as deleted. after 30 days, the deals will be permanently deleted.
• delete_multiple_filters_in_bulkMarks multiple filters as deleted.
• delete_multiple_organization_fields_in_bulkMarks multiple fields as deleted.
• delete_multiple_organizations_in_bulkMarks multiple organizations as deleted. after 30 days, the organizations will be permanently deleted.
• delete_multiple_person_fields_in_bulkMarks multiple fields as deleted.
• delete_multiple_persons_in_bulkMarks multiple persons as deleted. after 30 days, the persons will be permanently deleted.
• delete_multiple_product_fields_in_bulkMarks multiple fields as deleted.
• delete_multiple_stages_in_bulkMarks multiple stages as deleted.
• delete_users_from_a_teamDeletes users from an existing team.
• download_one_fileInitializes a file download.
• duplicate_dealDuplicates a deal.