Pipedrive
Overview
Pipedrive is a sales CRM for small and medium-sized businesses, built around deals, leads, people, organizations, activities and notes. Its hosted MCP server is on every plan, and its usage counts against the plan's token limits. It signs in with OAuth, can only see and change what the signed-in user can, and records every change in the change log. The REST API takes the user's personal API token in the `x-api-token` header; a user has one active token at a time. Each company has its own API host: `GET https://api.pipedrive.com/v1/users/me` returns it as `company_domain`. Persons, organizations, deals and activities are on `/api/v2/`; creating leads and notes is still on `/api/v1/`.
Workflows
0 workflows using Pipedrive.
Tools
What agents can reach at Pipedrive.
- Create a deal
Pipedrive · Creates a deal with a title and, optionally, its pipeline stage, value, currency, person and organization, and returns the new deal.
- Create a lead
Pipedrive · Adds a lead to the Leads Inbox, linked to an existing person, organization or both, and returns it.
- Create a note
Pipedrive · Attaches an HTML note to a lead, deal, person or organization.
- Create a person
Pipedrive · Creates a person (contact) with a name and, optionally, emails, phones, an organization and an owner, and returns the new person.
- Search for people
Pipedrive · Returns the people (contacts) in Pipedrive whose name, email, phone, notes or custom fields match a search term, each with a relevance score.