Pby Pipedrive
Create a lead
Adds a lead to the Leads Inbox, linked to an existing person, organization or both, and returns it.
Description
Pass a `title` and a `person_id` or `organization_id`: a lead must be linked to at least one, so create the person or organization first. Set its worth with `value` as `{ "amount": 200, "currency": "EUR" }`. Leads created through the API get `API` as their source and origin. Convert a qualified lead into a deal with `convertLeadToDeal` (`POST /api/v2/leads/{id}/convert/deal`).
create-lead.md
Create a lead
Adds a lead to the Leads Inbox, linked to an existing person, organization or both, and returns it.
Pass a title and a person_id or organization_id: a lead must be linked
to at least one, so create the person or organization first. Set its worth
with value as { "amount": 200, "currency": "EUR" }. Leads created through
the API get API as their source and origin. Convert a qualified lead into a
deal with convertLeadToDeal (POST /api/v2/leads/{id}/convert/deal).
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 addLead.
Server URL: https://mcp.pipedrive.ai/mcp
API (official)
- Base URL: https://{companydomain}.pipedrive.com
- Endpoint:
POST /api/v1/leads - Auth: send the header
x-api-token: $PIPEDRIVE_API_KEY - Get a key: https://app.pipedrive.com/settings/api
- Docs: https://developers.pipedrive.com/docs/api/v1
Before doing anything else, make one read-only call to confirm access.
Rules
- Ask the user before anything that sends messages, costs money, or changes data.
- Never print API keys.
Built from these files in the repository
The layout and the rules come from lib/catalog/render-markdown.ts, the set-up wording from lib/catalog/render-access.ts.