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Pipedrive MCP Server

Provides programmatic access to Pipedrive CRM data and related resources via MCP for querying, creating, and updating CRM information.

Installation

Add the following to your MCP client configuration file.

Configuration

View docs

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

You can query, create, and update Pipedrive CRM data directly from your AI assistant by running an MCP server that connects to Pipedrive’s API. This server exposes CRM operations, email analysis, field discovery, and pipeline insights in a standardized way, letting you build powerful workflows with natural language prompts and automated actions.

How to use

To use this MCP server with a compatible MCP client, first ensure your server is running and configured with your Pipedrive API key. You can then issue natural language requests that map to the available tools, such as listing deals, retrieving a specific contact, creating a new organization, or analyzing email threads related to a deal. The system routes your requests to the correct API endpoints and returns structured results you can act on, all without leaving your AI assistant.

How to install

Prerequisites: you need Node.js and npm installed on your machine.

# Clone the server repository
git clone https://github.com/ckalima/pipedrive-mcp-server.git
cd pipedrive-mcp-server

# Install dependencies
npm install

# Copy example environment configuration
cp .env.example .env
# Edit .env to provide your PIPEDRIVE_API_KEY

Additional setup and usage notes

Configure your MCP client to connect to the server using the provided command. The server is intended to be run locally or in your development environment. When you start the server, you can begin making requests like listing deals, getting details for a deal, creating a new person, or retrieving email threads related to your CRM data.

Development and testing

Build and run the server in development mode, then use the MCP Inspector to verify interactions.

npm run build
npm run start
```

# Development mode
```
npm run dev
```

# Test with MCP Inspector
```
npx @modelcontextprotocol/inspector node dist/index.js

Common workflows

Analyze CRM data by combining multiple tool calls in natural language prompts. For example, you can ask to list deals in a specific pipeline, fetch details for a particular person, or retrieve email messages related to a deal to assess engagement.

Error handling and troubleshooting

If you encounter errors, the MCP server returns structured error objects with codes and actionable suggestions. Typical issues include missing or invalid API keys, resources not found, rate limits, and validation errors. Follow the provided suggestions to correct the request and retry after the recommended wait time if applicable.

Security and credentials

Keep your Pipedrive API key secure. Do not expose it in client requests or logs. Use environment variables or secure secret management in your deployment environment to provide the API key to the MCP server.

Notes on versioning and endpoints

The server interacts with Pipedrive APIs across two versions. v2 handles core CRM data such as deals, persons, organizations, and activities, while v1 covers mail, fields, pipelines, stages, and users. The client automatically routes requests to the appropriate version.

Available tools

pipedrive_list_deals

List deals with filtering by owner, person, organization, pipeline, stage, and status.

pipedrive_get_deal

Retrieve detailed information for a specific deal by its ID.

pipedrive_create_deal

Create a new deal with specified properties.

pipedrive_update_deal

Update properties of an existing deal.

pipedrive_search_deals

Search deals by text query.

pipedrive_list_persons

List persons with filtering options such as name, email, or phone.

pipedrive_get_person

Get details for a specific person by ID.

pipedrive_create_person

Create a new person in the CRM.

pipedrive_update_person

Update an existing person’s details.

pipedrive_search_persons

Search persons by name, email, or phone.

pipedrive_list_activities

List activities with filtering options.

pipedrive_create_activity

Create a new activity (call, meeting, etc.).

pipedrive_update_activity

Update or complete an existing activity.

pipedrive_get_person_emails

Retrieve mail messages associated with a person.

pipedrive_get_deal_emails

Retrieve mail messages associated with a deal.

pipedrive_list_mail_threads

List mail threads by folder.

pipedrive_get_mail_thread

Get a thread with all messages.

pipedrive_get_mail_message

Fetch the full body of a mail message.

pipedrive_list_organization_fields

List all organization field definitions.

pipedrive_list_deal_fields

List all deal field definitions.

pipedrive_list_person_fields

List all person field definitions.

pipedrive_get_field

Get a field definition by key.

pipedrive_list_organizations

List organizations.

pipedrive_get_organization

Get organization details.

pipedrive_create_organization

Create a new organization.

pipedrive_search_organizations

Search organizations.

pipedrive_list_pipelines

List all pipelines.

pipedrive_list_stages

List stages in a pipeline.

pipedrive_list_users

List users.

pipedrive_get_user

Get details for a user.

pipedrive_get_current_user

Get API key owner details.