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
Workflows that use Pipedrive's tools.
Tools
What agents can reach at Pipedrive.
Create a dealCreates a deal with a title and, optionally, its pipeline stage, value, currency, person and organization, and returns the new deal.
- Create a lead
Adds a lead to the Leads Inbox, linked to an existing person, organization or both, and returns it.
- Create a note
Attaches an HTML note to a lead, deal, person or organization.
- Create a person
Creates a person (contact) with a name and, optionally, emails, phones, an organization and an owner, and returns the new person.
- Search people
Returns the people (contacts) in Pipedrive whose name, email, phone, notes or custom fields match a search term, each with a relevance score.