Pby Pipedrive
Search for people
Returns the people (contacts) in Pipedrive whose name, email, phone, notes or custom fields match a search term, each with a relevance score.
Description
Pass the `term`: at least 2 characters, or 1 with `exact_match` set. Narrow the match with `fields` (`name`, `email`, `phone`, `notes`, `custom_fields`) and `organization_id`. Search before you create a person, so you don't add a contact that already exists.
search-persons.md
Search for people
Returns the people (contacts) in Pipedrive whose name, email, phone, notes or custom fields match a search term, each with a relevance score.
Pass the term: at least 2 characters, or 1 with exact_match set. Narrow
the match with fields (name, email, phone, notes, custom_fields)
and organization_id. Search before you create a person, so you don't add a
contact that already exists.
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 searchPersons.
Server URL: https://mcp.pipedrive.ai/mcp
API (official)
- Base URL: https://{companydomain}.pipedrive.com
- Endpoint:
GET /api/v2/persons/search - 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.