Pipedrive MCP Server

Connects the Pipedrive API v2 to LLM applications

README.md

Pipedrive MCP Server

A Model Context Protocol (MCP) server that connects to the Pipedrive API v2, exposing Pipedrive CRM data to LLM applications like Claude.

Features

  • Read-only access to Pipedrive data
  • Full entity support including:
    • Deals
    • Persons (Contacts)
    • Organizations
    • Pipelines & Stages
    • Activities
    • Notes
  • Search capabilities across all entity types
  • Custom fields support - All fields including custom fields are exposed
  • Predefined prompts for common operations

Prerequisites

  • Node.js (v16 or higher)
  • A Pipedrive account with API access
  • Pipedrive API token

Installation

  1. Clone the repository:
git clone https://github.com/yourusername/pipedrive-mcp-server.git
cd pipedrive-mcp-server
  1. Install dependencies:
npm install
  1. Create a .env file in the root directory:
cp .env.example .env
  1. Add your Pipedrive API token to the .env file:
PIPEDRIVE_API_TOKEN=your_pipedrive_api_token_here
  1. Build the project:
npm run build

Getting Your Pipedrive API Token

  1. Log in to your Pipedrive account
  2. Go to Personal Settings → API
  3. Copy your personal API token

Usage

Development Mode

Run the server with auto-reload for development:

npm run dev

Production Mode

Build and run the compiled server:

npm run build
npm start

Configuring with Claude Desktop

Add the following to your Claude Desktop configuration file:

macOS: ~/Library/Application Support/Claude/claude_desktop_config.json Windows: %APPDATA%\Claude\claude_desktop_config.json

{
  "mcpServers": {
    "pipedrive": {
      "command": "node",
      "args": ["/path/to/pipedrive-mcp-server/dist/index.js"],
      "env": {
        "PIPEDRIVE_API_TOKEN": "your_pipedrive_api_token_here"
      }
    }
  }
}

Available Tools

Deals

  • get_deals - List deals with filtering options
  • get_deal - Get a specific deal by ID
  • search_deals - Search for deals by term

Persons (Contacts)

  • get_persons - List persons with filtering options
  • get_person - Get a specific person by ID
  • search_persons - Search for persons by name

Organizations

  • get_organizations - List organizations
  • get_organization - Get a specific organization by ID
  • search_organizations - Search for organizations

Pipelines & Stages

  • get_pipelines - List all pipelines
  • get_pipeline - Get a specific pipeline
  • get_stages - List pipeline stages
  • get_stage - Get a specific stage

Activities

  • get_activities - List activities with filtering
  • get_activity - Get a specific activity

Notes

  • get_notes - List notes with filtering
  • get_note - Get a specific note

Search

  • search_items - Search across multiple item types

Predefined Prompts

The server includes several predefined prompts for common operations:

  • list_all_deals - List all deals with their details
  • search_person - Search for a person by name
  • get_organization_deals - Get all deals for a specific organization
  • pipeline_overview - Get overview of all pipelines and their stages

Development

Commands

npm run dev        # Run with auto-reload for development
npm run build      # Build TypeScript to JavaScript
npm run start      # Run the compiled server
npm run lint       # Run ESLint
npm run typecheck  # Run TypeScript type checking
npm test           # Run tests (when implemented)

Project Structure

pipedrive-mcp-server/
├── src/
│   ├── index.ts           # Main MCP server entry point
│   ├── pipedrive-client.ts # Pipedrive API client
│   └── tools/             # Individual tool implementations
│       ├── deals.ts
│       ├── persons.ts
│       ├── organizations.ts
│       ├── pipelines.ts
│       ├── activities.ts
│       ├── notes.ts
│       └── search.ts
├── dist/                  # Compiled JavaScript output
├── package.json
├── tsconfig.json
├── .eslintrc.json
└── .env.example

API Rate Limits

The Pipedrive API has rate limits. The server handles API responses appropriately, but be mindful of:

  • Default rate limit: 80 requests per 2 seconds
  • Consider implementing caching for frequently accessed data
  • Use pagination parameters to limit data transfer

Error Handling

The server provides detailed error messages including:

  • API authentication failures
  • Network errors
  • Invalid parameters
  • Rate limit exceeded warnings

Contributing

Contributions are welcome! Please feel free to submit a Pull Request.

License

MIT License - see LICENSE file for details

Support

For issues or questions:

Acknowledgments

Tools 18

get_dealsList deals with filtering options
get_dealGet a specific deal by ID
search_dealsSearch for deals by term
get_personsList persons with filtering options
get_personGet a specific person by ID
search_personsSearch for persons by name
get_organizationsList organizations
get_organizationGet a specific organization by ID
search_organizationsSearch for organizations
get_pipelinesList all pipelines
get_pipelineGet a specific pipeline
get_stagesList pipeline stages
get_stageGet a specific stage
get_activitiesList activities with filtering
get_activityGet a specific activity
get_notesList notes with filtering
get_noteGet a specific note
search_itemsSearch across multiple item types

Environment Variables

PIPEDRIVE_API_TOKENrequiredYour personal Pipedrive API token

Try it

List all my open deals in the sales pipeline.
Search for the contact information of John Doe.
Get an overview of all current pipelines and their stages.
Find all deals associated with the organization Acme Corp.
List the latest activities scheduled for this week.

Frequently Asked Questions

What are the key features of Pipedrive MCP Server?

Read-only access to Pipedrive CRM data. Full entity support including deals, persons, organizations, pipelines, activities, and notes. Search capabilities across all entity types. Support for all fields including custom fields. Includes predefined prompts for common CRM operations.

What can I use Pipedrive MCP Server for?

Quickly querying CRM data during sales meetings without leaving the chat interface. Summarizing deal progress and pipeline health for management reporting. Retrieving contact details and recent notes for specific clients before a call. Analyzing activity logs to track sales team performance.

How do I install Pipedrive MCP Server?

Install Pipedrive MCP Server by running: git clone https://github.com/yourusername/pipedrive-mcp-server.git && cd pipedrive-mcp-server && npm install && npm run build

What MCP clients work with Pipedrive MCP Server?

Pipedrive MCP Server works with any MCP-compatible client including Claude Desktop, Claude Code, Cursor, and other editors with MCP support.

Turn this server into reusable context

Keep Pipedrive MCP Server docs, env vars, and workflow notes in Conare so your agent carries them across sessions.

Open Conare