Pipedrive

Pipedrive

Official

Pipedrive's own hosted MCP — search and update deals, contacts, organizations, leads, activities, and notes over OAuth.

Score 57(?)PipedriveProprietaryVerified Top MCPs for CRM

Quick answer

What it does

Exposes 28 tools over a hosted HTTP endpoint: getActivities/getActivity/addActivity/updateActivity, getDeals/getDeal/addDeal/updateDeal/searchDeals, getPersons/getPerson/addPerson/updatePerson/searchPersons, getOrganizations/getOrganization/addOrganization/updateOrganization/searchOrganization, searchLeads/convertLeadToDeal/getLeadConversionStatus, getStages/getStage, and getNotes/getNote/addNote/updateNote.

Best for

  • Deal stage updates from chat
  • Activity logging without leaving the client
  • Turning meeting notes into CRM records
  • Person and organization research and updates

Not for

  • Teams not on Pipedrive
  • Bulk data migration (use the REST API)

Source: top-mcps.com/mcp/pipedrive — verified Sep 2026

Setup recipe

Pick your client, then follow the three steps.

  1. 1

    Install

    claude_desktop_config.json
    {
      "mcpServers": {
        "pipedrive": {
          "command": "Claude:",
          "args": [
            "Settings",
            "→",
            "Connectors",
            "→",
            "Add",
            "custom",
            "connector",
            "→",
            "https://mcp.pipedrive.ai/mcp",
            "(or",
            "install",
            "\"Pipedrive\"",
            "from",
            "Claude's",
            "connector",
            "marketplace)"
          ]
        }
      }
    }

    Paste under mcpServers. Fully quit and reopen Claude after editing.

    CLI or .mcp.json
    claude mcp add pipedrive -- Claude: Settings → Connectors → Add custom connector → https://mcp.pipedrive.ai/mcp (or install "Pipedrive" from Claude's connector marketplace)

    Run from your repo. Commit .mcp.json to share with your team.

    .cursor/mcp.json
    {
      "mcpServers": {
        "pipedrive": {
          "command": "Claude:",
          "args": [
            "Settings",
            "→",
            "Connectors",
            "→",
            "Add",
            "custom",
            "connector",
            "→",
            "https://mcp.pipedrive.ai/mcp",
            "(or",
            "install",
            "\"Pipedrive\"",
            "from",
            "Claude's",
            "connector",
            "marketplace)"
          ]
        }
      }
    }

    Global path: ~/.cursor/mcp.json. Reload window after editing.

    .vscode/mcp.json
    {
      "servers": {
        "pipedrive": {
          "command": "Claude:",
          "args": [
            "Settings",
            "→",
            "Connectors",
            "→",
            "Add",
            "custom",
            "connector",
            "→",
            "https://mcp.pipedrive.ai/mcp",
            "(or",
            "install",
            "\"Pipedrive\"",
            "from",
            "Claude's",
            "connector",
            "marketplace)"
          ]
        }
      }
    }

    VS Code uses the "servers" key (not "mcpServers").

    ~/.codeium/windsurf/mcp_config.json
    {
      "mcpServers": {
        "pipedrive": {
          "command": "Claude:",
          "args": [
            "Settings",
            "→",
            "Connectors",
            "→",
            "Add",
            "custom",
            "connector",
            "→",
            "https://mcp.pipedrive.ai/mcp",
            "(or",
            "install",
            "\"Pipedrive\"",
            "from",
            "Claude's",
            "connector",
            "marketplace)"
          ]
        }
      }
    }

    Open via Cascade → hammer icon → Configure.

    cline_mcp_settings.json
    {
      "mcpServers": {
        "pipedrive": {
          "command": "Claude:",
          "args": [
            "Settings",
            "→",
            "Connectors",
            "→",
            "Add",
            "custom",
            "connector",
            "→",
            "https://mcp.pipedrive.ai/mcp",
            "(or",
            "install",
            "\"Pipedrive\"",
            "from",
            "Claude's",
            "connector",
            "marketplace)"
          ]
        }
      }
    }

    Open via the Cline sidebar → MCP Servers → Edit.

    ~/.continue/config.json
    {
      "experimental": {
        "modelContextProtocolServers": [
          {
            "transport": {
              "type": "stdio",
              "command": "Claude:",
              "args": [
                "Settings",
                "→",
                "Connectors",
                "→",
                "Add",
                "custom",
                "connector",
                "→",
                "https://mcp.pipedrive.ai/mcp",
                "(or",
                "install",
                "\"Pipedrive\"",
                "from",
                "Claude's",
                "connector",
                "marketplace)"
              ]
            }
          }
        ]
      }
    }

    Continue uses modelContextProtocolServers with a transport block.

    ~/.codex/config.toml
    # ~/.codex/config.toml
    [mcp_servers.pipedrive]
    command = "Claude:"
    args = [
      "Settings",
      "→",
      "Connectors",
      "→",
      "Add",
      "custom",
      "connector",
      "→",
      "https://mcp.pipedrive.ai/mcp",
      "(or",
      "install",
      "\"Pipedrive\"",
      "from",
      "Claude's",
      "connector",
      "marketplace)",
    ]

    Codex uses TOML. Each server is a [mcp_servers.<name>] subtable.

    ~/.config/zed/settings.json
    {
      "context_servers": {
        "pipedrive": {
          "command": {
            "path": "Claude:",
            "args": [
              "Settings",
              "→",
              "Connectors",
              "→",
              "Add",
              "custom",
              "connector",
              "→",
              "https://mcp.pipedrive.ai/mcp",
              "(or",
              "install",
              "\"Pipedrive\"",
              "from",
              "Claude's",
              "connector",
              "marketplace)"
            ]
          }
        }
      }
    }

    Zed calls them "context_servers". Settings live-reload on save.

    ChatGPT → Settings → Connectors (remote URL)
    {
      "name": "Pipedrive",
      "transport": "http",
      "url": "https://mcp.pipedrive.ai/mcp"
    }

    Paste this into Settings → Connectors → Add custom connector. Requires ChatGPT Pro / Team / Enterprise / Edu with Developer mode enabled. ChatGPT supports remote HTTPS MCP servers only — stdio servers must be hosted on a public HTTPS endpoint first.

  2. 2

    Set required secrets

    No credentials required — this MCP runs over stdio without authentication.

  3. 3

    Try a minimum working prompt

    Surface stuck deals across the pipeline

    Using the Pipedrive connector, find every deal in stage "Proposal Sent" that has had no activity in the last 14 days. Return deal title, owner, value, and last activity date.

    Tested with: Claude Desktop, Claude Web, ChatGPT.

Tools & permissions

ToolDescriptionArgsSide effects
getActivitiesFetch a list of activities.Read
getActivityFetch one specific activity.Read
addActivityCreate a new activity.Write
updateActivityEdit an existing activity.Write
getDealsFetch a list of deals.Read
getDealFetch one specific deal.Read
addDealCreate a new deal.Write
updateDealEdit an existing deal, including moving it between stages.Write
searchDealsSearch deals by keyword.Read
getPersonsFetch a list of contacts.Read
getPersonFetch one specific contact.Read
addPersonCreate a new contact.Write
updatePersonEdit an existing contact.Write
searchPersonsFind contacts by name, email or other criteria.Read
getOrganizationsFetch a list of organizations.Read
getOrganizationFetch one specific organization.Read
addOrganizationCreate a new organization.Write
updateOrganizationEdit an existing organization.Write
searchOrganizationSearch organizations by name or keyword.Read
searchLeadsFind leads by keyword or criteria.Read
convertLeadToDealConvert a lead into a deal.Write
getLeadConversionStatusCheck the conversion status of a lead.Read
getStagesFetch all stages in a pipeline.Read
getStageFetch details of one specific stage.Read
getNotesFetch the list of notes.Read
getNoteFetch details of one specific note.Read
addNoteAttach a note to a deal, lead, contact, or organization.Write
updateNoteUpdate a specific note by its ID.Write

Security & scope

Access scope
Read + write
Sandbox
Hosted by Pipedrive at mcp.pipedrive.ai/mcp over HTTP. Authorisation is a per-user OAuth grant; the server sees exactly what the authorising Pipedrive user sees, and every write is recorded in the account change log. No local process runs and no API token is stored on your machine.
Gotchas
  • The write tools (addDeal, updateDeal, addPerson, addNote and the rest) act as the authorising user, so agent-created records and notes are attributed to that person in the change log and activity feed.
  • Usage is metered against the token allowance included in your Pipedrive plan; extra tokens are a paid add-on, so a chatty agent loop has a bill attached.
  • Claude may not load all of the tools when a conversation starts — enable "load all available tools" in the connector settings, or the model will silently work with a subset.
  • Connecting is a per-user OAuth grant rather than an admin-installed app, so anyone who can log in to Pipedrive can attach an AI client to their own view of the CRM.

Agent prompt pack

— copy into Claude, Cursor, or ChatGPT.
Paste into Claude, Cursor, or ChatGPT. Edit the [brackets] before sending.
Recommend the best MCP servers for [task: e.g. crm work] in [client: Claude.ai].

Constraints:
- Prefer tools that are [official | open-source | read-only] — pick what matters for my use case.
- Exclude MCPs that require [e.g. a paid plan, OAuth-only flows, remote-only transport].
- Return at most 3 picks, ranked.

For each pick include:
1. One-sentence rationale.
2. The ready-to-paste install snippet for my client.
3. Any required secrets I need to create before installing.

Cross-check the top-mcps.com listing: https://top-mcps.com/top-mcps-for-crm
Compare Pipedrive against a real alternative. Swap the second MCP in [brackets] if you want a different match.
Compare Pipedrive MCP vs [HubSpot MCP] for the following job: [describe the job, e.g. "let an agent create GitHub issues on bug triage"].

Judge them on:
- Setup time and complexity (what a new user hits first).
- Auth model (none / API key / OAuth 2.1) and credential risk.
- Transport (stdio / Streamable HTTP / SSE) and where the server runs.
- Required secrets and the blast radius if they leak.
- Operational risk in an unattended agent loop.
- Which one is "good enough" for a weekend prototype vs. production.

End with one sentence: which should I pick for my scenario, which is: [my scenario].

References:
- https://top-mcps.com/mcp/pipedrive
- top-mcps.com listing for HubSpot
Asks the agent to install and verify. Works inside Claude Code, Cursor Agent, Codex CLI.
Install the Pipedrive MCP server for my [client: Claude.ai] at the default config path for that client.

Use the exact install snippet published at https://top-mcps.com/mcp/pipedrive (fetch https://top-mcps.com/mcp/pipedrive.json for the canonical server.json if you can read URLs).

Before finishing:
1. Create the required secrets (no secrets) and put them in the appropriate env block — do not hard-code them.
2. Restart or reload the client so it picks up the new server.
3. Verify the server is connected (green / running state) and at least one tool is listed.
4. If anything fails, read the client's MCP logs and report the exact error — do not silently retry.

Confirm when done and list the tools the server now exposes.

Frequently asked questions

What changed

2 updates tracked.
  1. Refreshed install snippets and fact sheet; verified for 2026.

  2. Initial directory listing.

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