Create a note

Create a note

Attaches an HTML note to a lead, deal, person or organization.

Note: Name at least one record to attach it to: lead_id, deal_id, person_id or org_id. content is HTML, sanitized on the server.

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 addNote.

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

API (official)

• Base URL: https://{company_domain}.pipedrive.com
• Endpoint: POST /api/v1/notes
• 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

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.