@nubiia/mcp-pipedrive
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Pipedrive CRM MCP server: deals, leads, contacts, pipelines, activities & custom fields for AI assistants like Claude. 300+ tools. Built by Nubiia.
The most complete and robust Pipedrive MCP implementation for Claude
A production-ready Model Context Protocol server that provides Claude with comprehensive access to the Pipedrive CRM API. This server enables seamless automation of sales workflows, deal management, contact organization, and activity tracking through natural language conversations.
Built and maintained by Nubiia — automatización e integraciones con IA para negocios (MCP, Holded, Pipedrive y más). ¿Quieres algo así para tu empresa? Escríbenos en nubiia.es.
307 tools across 29 categories — complete coverage of the Pipedrive REST API (v1 + v2):
| Category | Tools | Description |
|---|---|---|
| Deals | 43 | Full lifecycle: CRUD, stages, participants, products, files, merge, conversions, installments (v2) |
| Fields | 30 | Custom field discovery + CRUD for deal/person/org/product/project fields, plus lead & note fields |
| Persons | 23 | Contact management with custom fields, activities, deals, files, and followers |
| Organizations | 21 | Company management with relationships to persons, deals, and activities |
| Projects | 16 | Projects, boards, phases, groups, tasks, and plan management |
| Pipelines | 15 | Pipeline management, stages, conversion & movement statistics |
| Leads | 15 | Leads CRUD, labels, sources, search, and lead↔deal conversions |
| Roles | 14 | Roles, assignments, settings, and pipeline visibility |
| Products | 13 | Product catalog, deal/person attachments, files, and followers |
| Users | 12 | Users, permissions, followers, and role assignments |
| Notes | 9 | Notes and comments for deals, persons, and organizations |
| Activities | 9 | Task, call, and meeting scheduling with due dates and completion |
| System | 9 | Health, metrics, currencies, user settings, recents, and cache |
| Teams | 8 | Team management and membership |
| Files | 7 | File upload, download, management, and remote file linking |
| Filters | 7 | Filter CRUD and helper metadata |
| Search | 6 | Universal and entity-specific search |
| Mailbox | 6 | Mail threads and messages |
| Stages | 5 | Pipeline stage CRUD (v2) |
| Tasks | 5 | Project task management |
| Goals | 5 | Goal CRUD and results |
| Call logs | 5 | Call log CRUD and audio attachments |
| Activity types | 5 | Activity type management |
| Org relationships | 5 | Organization-to-organization relationships |
| Channels | 4 | Messaging channel integration |
| Webhooks | 3 | Webhook CRUD |
| Permission sets | 3 | Permission set inspection and assignments |
| Project templates | 2 | Project template discovery |
| Meetings | 2 | Video call provider linking |
npm install -g @nubiia/mcp-pipedrive
npx -y @nubiia/mcp-pipedrive
Edit ~/Library/Application Support/Claude/claude_desktop_config.json:
{
"mcpServers": {
"pipedrive": {
"command": "npx",
"args": ["-y", "@nubiia/mcp-pipedrive"],
"env": {
"PIPEDRIVE_API_TOKEN": "your_api_token_here"
}
}
}
}
Edit %APPDATA%\Claude\claude_desktop_config.json:
{
"mcpServers": {
"pipedrive": {
"command": "npx",
"args": ["-y", "@nubiia/mcp-pipedrive"],
"env": {
"PIPEDRIVE_API_TOKEN": "your_api_token_here"
}
}
}
}
| Variable | Required | Default | Description |
|---|---|---|---|
PIPEDRIVE_API_TOKEN | Yes | - | Your Pipedrive API token |
PIPEDRIVE_READ_ONLY | No | false | Enable read-only mode (blocks all write operations) |
PIPEDRIVE_TOOLSETS | No | deals,persons,organizations,activities | Comma-separated list of enabled tool categories |
LOG_LEVEL | No | info | Logging level (debug, info, warn, error) |
Perfect for exploratory use or when you want to prevent accidental modifications:
{
"mcpServers": {
"pipedrive": {
"command": "npx",
"args": ["-y", "@nubiia/mcp-pipedrive"],
"env": {
"PIPEDRIVE_API_TOKEN": "your_token",
"PIPEDRIVE_READ_ONLY": "true"
}
}
}
}
Only enable specific tool categories:
{
"mcpServers": {
"pipedrive": {
"command": "npx",
"args": ["-y", "@nubiia/mcp-pipedrive"],
"env": {
"PIPEDRIVE_API_TOKEN": "your_token",
"PIPEDRIVE_TOOLSETS": "deals,persons,search"
}
}
}
}
Enable verbose logging for troubleshooting:
{
"mcpServers": {
"pipedrive": {
"command": "npx",
"args": ["-y", "@nubiia/mcp-pipedrive"],
"env": {
"PIPEDRIVE_API_TOKEN": "your_token",
"LOG_LEVEL": "debug"
}
}
}
}
Claude, create a new deal for "Enterprise Software License" worth $50,000.
The contact is John Smith (john@acme.com). Set the expected close date
to the end of next month and add a follow-up call for tomorrow.
Claude will:
Find all contacts at Acme Corporation and show me their recent deals.
Claude will:
Show me all overdue activities for my open deals and reschedule them
to next week.
Claude will:
done=false and past due datesBefore creating this deal, show me what custom fields are available
for deals and explain what each one means.
Claude will:
pipedrive://custom-fields resourceGenerate a pipeline report showing deal counts and total values for
each stage in my sales pipeline.
Claude will:
pipedrive://pipelines resourceRun the weekly pipeline review prompt.
Claude will:
weekly-pipeline-review promptPass custom field values by display name when creating or updating deals, persons, organizations, products, or leads:
{
"title": "ACME Enterprise Deal",
"value": 50000,
"currency": "USD",
"custom_fields": {
"Industria": "Tech",
"Budget": 50000
}
}
The MCP server resolves names to Pipedrive hash keys automatically. See docs/CUSTOM_FIELDS.md for the full guide.
Manage pipeline stages and lead labels directly from the LLM:
{ "name": "Qualified", "pipeline_id": 1, "deal_probability": 75 }
Convert qualified leads into deals (or roll a deal back to a lead) via the asynchronous
*_convert_to_* / *_convert_status tool pairs.
Manage scheduled, fixed payments on a deal (API v2 — the modern replacement for the legacy subscriptions feature):
{ "id": 123, "description": "Deposit", "amount": 500, "billing_date": "2026-01-15" }
Tools: deals_list_installments, deals_add_installment, deals_update_installment,
deals_delete_installment.
Field tools now cover every entity: deal, person, organization, product, lead and
note field listings (fields_list_lead_fields, fields_list_note_fields — read-only),
plus full project field CRUD via API v2 (fields_list_project_fields,
fields_create_project_field, fields_update_project_field, fields_delete_project_field).
Each tool follows a consistent pattern:
Three MCP resources provide read-only reference data:
pipedrive://pipelines - All pipelines with stages and deal countspipedrive://custom-fields - Custom field definitions for all entitiespipedrive://current-user - Authenticated user info and permissionsFive guided workflows for common operations:
create-deal-workflow - Complete deal creation with person and activitysales-qualification - BANT qualification checklistfollow-up-sequence - Multi-day activity sequenceweekly-pipeline-review - Pipeline health reportlost-deal-analysis - Lost deal pattern analysis| Data Type | TTL | Reason |
|---|---|---|
| Pipelines | 10 min | Pipeline structures change infrequently |
| Custom Fields | 15 min | Field definitions are relatively static |
| User Info | 1 min | User data may change during session |
| List Requests | 5 min | Default for paginated results |
The server tracks:
Access metrics with the system/metrics tool.
This MCP server implements the Pipedrive REST API v1. For detailed API documentation, see:
Before creating or updating entities, check available custom fields:
// Access via MCP resource
//custom-fields
// Or use field tools
pipedrive: fields / deal - fields;
fields / person - fields;
fields / org - fields;
fields / activity - fields;
All tools return structured errors with:
Chain multiple tools together for complex workflows:
Lead Qualification
Deal Pipeline Movement
Reporting
See TROUBLESHOOTING.md for common issues and solutions.
Quick fixes:
We welcome contributions! Please see CONTRIBUTING.md for guidelines.
# Clone the repository
git clone https://github.com/nubiia-dev/mcp-pipedrive.git
cd mcp-pipedrive
# Install dependencies
npm install
# Build the project
npm run build
# Run tests
npm test
# Run with auto-reload during development
npm run dev
# Run all tests
npm test
# Run with coverage
npm run test:coverage
# Run with UI
npm run test:ui
Please see SECURITY.md for our security policy and how to report vulnerabilities.
Important: Never commit your API token to version control. Always use environment variables.
This MCP server is built and maintained by Nubiia.
Nubiia ayuda a empresas a automatizar procesos e integrar sus herramientas con IA: servidores MCP a medida, integraciones con CRMs y ERPs (Pipedrive, Holded y más), y agentes que conectan tus datos de negocio con asistentes como Claude. Este @nubiia/mcp-pipedrive es un ejemplo open source de lo que hacemos.
👉 ¿Quieres una integración o automatización con IA para tu negocio? nubiia.es · ✉️ hola@nubiia.es
This project is licensed under the MIT License - see the LICENSE file for details.
Inspired by mcp-holded - an excellent MCP server implementation for Holded CRM.
See CHANGELOG.md for version history and release notes.
Built by Nubiia — nubiia.es · hola@nubiia.es
Maintainer: Samuel Fraga — GitHub
Made with dedication by Nubiia
FAQs
Pipedrive CRM MCP server: deals, leads, contacts, pipelines, activities & custom fields for AI assistants like Claude. 300+ tools. Built by Nubiia.
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