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Create a deal

Creates a deal with a title and, optionally, its pipeline stage, value, currency, person and organization, and returns the new deal.

Updated Sep 27, 2026

create-deal.md

Create a deal

Creates a deal with a title and, optionally, its pipeline stage, value, currency, person and organization, and returns the new deal.

Note: Custom fields go in custom_fields, keyed by each field's 40-character hash.

Set up

Use the first option your agent supports.

MCP (official, remote)

Add this server to your agent's MCP settings, then sign in when asked.

{ "mcpServers": { "pipedrive": { "url": "https://mcp.pipedrive.ai/mcp" } } }

Call the MCP tool addDeal.

Server URL: https://mcp.pipedrive.ai/mcp

API (official)

Note: {company_domain} comes from GET https://api.pipedrive.com/v1/users/me. Persons, organizations, deals and activities are on /api/v2/; leads and notes on /api/v1/.

Before anything else, confirm access with the cheapest read-only call, like a list or a search. Never send or change anything to test access.

Rules

  • Ask the user before anything that sends messages, costs money, or changes data, and say how many records it touches. One approval covers a batch the user has seen.
  • Never print API keys.

Ways in

RouteSourceCallRequiredDocs
MCPOfficial · remoteaddDealOAuthDocs
APIOfficialPOST /api/v2/dealsAPI key in $PIPEDRIVE_API_KEYDocs

Workflows using Create a deal

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No published workflow uses Create a deal yet.