Pipedrive MCP connector

OAuth2.1/DCRCRM & Sales

Connect to Pipedrive CRM via MCP to manage deals, contacts, organizations, leads, activities, and notes directly from your AI workflows.

Pipedrive MCP connector

Install the SDK
Section titled “Install the SDK”
- Node.js
- Python
Terminal window
1 npm install @scalekit-sdk/node
Terminal window
1 pip install scalekit
Full SDK reference: Node.js | Python
Set your credentials
Section titled “Set your credentials”

Add your Scalekit credentials to your .env file. Find values in app.scalekit.com > Developers > API Credentials.
.env
```
SCALEKIT_ENVIRONMENT_URL=<your-environment-url>
SCALEKIT_CLIENT_ID=<your-client-id>
SCALEKIT_CLIENT_SECRET=<your-client-secret>
```

1
import { ScalekitClient } from '@scalekit-sdk/node'
2
import 'dotenv/config'
3

4
const scalekit = new ScalekitClient(
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  process.env.SCALEKIT_ENV_URL,
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  process.env.SCALEKIT_CLIENT_ID,
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  process.env.SCALEKIT_CLIENT_SECRET,
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)
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const actions = scalekit.actions
10

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const connector = 'pipedrivemcp'
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const identifier = 'user_123'
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// Generate an authorization link for the user
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const { link } = await actions.getAuthorizationLink({ connectionName: connector, identifier })
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console.log('Authorize Pipedrive MCP:', link)
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process.stdout.write('Press Enter after authorizing...')
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await new Promise(r => process.stdin.once('data', r))
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// Make your first call
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const result = await actions.executeTool({
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  connector,
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  identifier,
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  toolName: 'pipedrivemcp_addactivity',
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  toolInput: {},
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})
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console.log(result)

1
import os
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from scalekit.client import ScalekitClient
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from dotenv import load_dotenv
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load_dotenv()
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scalekit_client = ScalekitClient(
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    env_url=os.getenv("SCALEKIT_ENV_URL"),
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    client_id=os.getenv("SCALEKIT_CLIENT_ID"),
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    client_secret=os.getenv("SCALEKIT_CLIENT_SECRET"),
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)
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actions = scalekit_client.actions
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connection_name = "pipedrivemcp"
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identifier = "user_123"
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# Generate an authorization link for the user
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link_response = actions.get_authorization_link(
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    connection_name=connection_name,
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    identifier=identifier,
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)
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print("Authorize Pipedrive MCP:", link_response.link)
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input("Press Enter after authorizing...")
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# Make your first call
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result = actions.execute_tool(
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    tool_input={},
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    tool_name="pipedrivemcp_addactivity",
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    connection_name=connection_name,
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    identifier=identifier,
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)
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print(result)

What you can do

Connect this agent connector to let your agent:

Updateperson records — Modifies an existing contact person’s properties such as name, email, phone, organization, or custom fields
Updateorganization records — Modifies an existing organization’s properties such as name, address, owner, or custom fields
Updatenote records — Modifies an existing note’s content or pin status
Updatedeal records — Modifies an existing deal’s properties such as title, value, stage_id, expected_close_date, or custom fields
Updateactivity records — Modifies an existing activity’s properties such as subject, type, due date, duration, or assigned user
Searchpersons records — Searches for persons by name, email, phone, or custom field values

Tool list

Use the exact tool names from the Tool list below when you call execute_tool. If you’re not sure which name to use, list the tools available for the current user first.

pipedrivemcp_addactivity#Creates a new activity (call, meeting, task, email, deadline, or lunch) and optionally links it to a deal, lead, person, or organization.19 params

Creates a new activity (call, meeting, task, email, deadline, or lunch) and optionally links it to a deal, lead, person, or organization.

NameTypeRequiredDescription

attendeesarrayoptionalList of calendar attendees for the activity.

busybooleanoptionalWhether the activity marks the user as busy in the calendar.

deal_idnumberoptionalThe ID of the deal to link this activity to.

donebooleanoptionalWhether the activity is marked as done.

due_datestringoptionalThe due date for the activity in YYYY-MM-DD format.

due_timestringoptionalThe due time for the activity in HH:MM format.

durationstringoptionalThe duration of the activity in HH:MM format.

lead_idstringoptionalThe UUID of the lead to link this activity to.

locationobjectoptionalThe location details for the activity.

notestringoptionalA private note for the activity.

org_idnumberoptionalThe ID of the organization to link this activity to.

owner_idnumberoptionalThe ID of the user to assign this activity to.

participantsarrayoptionalList of persons participating in the activity.

person_idnumberoptionalThe ID of the person to link this activity to.

prioritynumberoptionalThe priority level of the activity.

project_idnumberoptionalThe ID of the project to link this activity to.

public_descriptionstringoptionalA public note or description visible to all participants.

subjectstringoptionalThe subject/title of the activity.

typestringoptionalThe type of activity (e.g., call, meeting, task, email, deadline, lunch).

pipedrivemcp_adddeal#Creates a new deal. Requires title; optionally set value, currency, stage_id, pipeline_id, expected_close_date, person_id, and org_id.21 params

Creates a new deal. Requires title; optionally set value, currency, stage_id, pipeline_id, expected_close_date, person_id, and org_id.

NameTypeRequiredDescription

titlestringrequiredThe title of the deal.

archive_timestringoptionalThe date-time when the deal was archived (ISO 8601 format).

close_timestringoptionalThe date-time the deal was closed (ISO 8601 format).

currencystringoptionalThe currency code for the deal value (e.g., USD, EUR).

custom_fieldsobjectoptionalCustom field values as key-value pairs.

expected_close_datestringoptionalThe expected close date in YYYY-MM-DD format.

is_archivedbooleanoptionalWhether the deal is archived.

is_deletedbooleanoptionalWhether the deal is deleted.

label_idsarrayoptionalList of label IDs to assign to this deal.

lost_reasonstringoptionalThe reason the deal was lost (when setting status to lost).

lost_timestringoptionalThe date-time the deal was lost (ISO 8601 format).

org_idnumberoptionalThe ID of the organization associated with this deal.

owner_idnumberoptionalThe ID of the user who owns this deal.

person_idnumberoptionalThe ID of the person associated with this deal.

pipeline_idnumberoptionalThe ID of the pipeline this deal belongs to.

probabilitynumberoptionalThe win probability percentage (0–100) for the deal.

stage_idnumberoptionalThe ID of the pipeline stage for this deal.

statusstringoptionalThe status of the deal (open, won, lost).

valuenumberoptionalThe monetary value of the deal.

visible_tonumberoptionalVisibility setting for the deal (1=owner only, 3=entire company).

won_timestringoptionalThe date-time the deal was won (ISO 8601 format).

pipedrivemcp_addnote#Creates a new note linked to at least one entity (person, deal, organization, or lead). content is required and at least one of person_id, deal_id, org_id, or lead_id must be provided.10 params

Creates a new note linked to at least one entity (person, deal, organization, or lead). content is required and at least one of person_id, deal_id, org_id, or lead_id must be provided.

NameTypeRequiredDescription

contentstringrequiredThe content of the note in plain text or HTML.

deal_idnumberoptionalLink this note to a deal by its ID.

lead_idstringoptionalLink this note to a lead by its ID.

org_idnumberoptionalLink this note to an organization by its ID.

owner_idnumberoptionalThe ID of the user who owns the note.

person_idnumberoptionalLink this note to a person by their ID.

pinned_to_deal_flagbooleanoptionalPin this note to the linked deal.

pinned_to_lead_flagbooleanoptionalPin this note to the linked lead.

pinned_to_organization_flagbooleanoptionalPin this note to the linked organization.

pinned_to_person_flagbooleanoptionalPin this note to the linked person.

pipedrivemcp_addorganization#Creates a new organization (company). Name is required; optionally set owner_id, address, and custom fields.6 params

Creates a new organization (company). Name is required; optionally set owner_id, address, and custom fields.

NameTypeRequiredDescription

namestringrequiredThe name of the organization.

addressstringoptionalThe address of the organization.

custom_fieldsobjectoptionalA map of custom field keys to their values.

label_idsarrayoptionalA list of label IDs to assign to this organization.

owner_idnumberoptionalThe ID of the user who owns this organization.

visible_tonumberoptionalVisibility setting for the organization. 1 = owner only, 3 = entire company.

pipedrivemcp_addperson#Creates a new contact person. Name is required; optionally set email, phone, org_id, and owner_id to link them to an organization and sales rep.9 params

Creates a new contact person. Name is required; optionally set email, phone, org_id, and owner_id to link them to an organization and sales rep.

NameTypeRequiredDescription

namestringrequiredThe full name of the person.

custom_fieldsobjectoptionalA map of custom field keys to their values.

emailsarrayoptionalA list of email addresses for this person.

label_idsarrayoptionalA list of label IDs to assign to this person.

marketing_statusstringoptionalMarketing opt-in status for the person, e.g. subscribed or unsubscribed.

org_idnumberoptionalThe ID of the organization to link this person to.

owner_idnumberoptionalThe ID of the user who owns this person record.

phonesarrayoptionalA list of phone numbers for this person.

visible_tonumberoptionalVisibility setting for the person. 1 = owner only, 3 = entire company.

pipedrivemcp_convertleadtodeal#Converts an existing lead into a deal. The lead is removed and a new deal is created with the lead's data. Optionally specify a pipeline and stage for the new deal.7 params

Converts an existing lead into a deal. The lead is removed and a new deal is created with the lead's data. Optionally specify a pipeline and stage for the new deal.

NameTypeRequiredDescription

idstringrequiredThe ID of the lead to convert.

deal_currencystringoptionalCurrency code of the deal value, e.g. USD.

deal_valuenumberoptionalValue of the new deal.

expected_close_datestringoptionalExpected close date of the new deal in YYYY-MM-DD format.

owner_idnumberoptionalThe user to assign the new deal to.

pipeline_idnumberoptionalThe pipeline to place the new deal in.

stage_idnumberoptionalThe stage to place the new deal in.

pipedrivemcp_getactivities#Retrieves a list of all activities (calls, meetings, tasks, emails, etc.) with their subjects, due dates, types, and linked deals/persons. Filter by user_id, deal_id, type, or done status to narrow results.15 params

Retrieves a list of all activities (calls, meetings, tasks, emails, etc.) with their subjects, due dates, types, and linked deals/persons. Filter by user_id, deal_id, type, or done status to narrow results.

NameTypeRequiredDescription

cursorstringoptionalPagination cursor from a previous response to fetch the next page.

deal_idnumberoptionalFilter activities by the ID of the linked deal.

donebooleanoptionalFilter by completion status. Set to true to retrieve only done activities, false for pending.

filter_idnumberoptionalThe ID of the filter to apply to the activities list.

idsstringoptionalComma-separated list of activity IDs to retrieve.

include_fieldsstringoptionalComma-separated list of additional fields to include in the response.

lead_idstringoptionalFilter activities by the UUID of the linked lead.

limitnumberoptionalMaximum number of activities to return per page.

org_idnumberoptionalFilter activities by the ID of the linked organization.

owner_idnumberoptionalFilter activities by the ID of the user who owns them.

person_idnumberoptionalFilter activities by the ID of the linked person.

sort_bystringoptionalField to sort results by (e.g., due_date, add_time).

sort_directionstringoptionalSort direction: asc or desc.

updated_sincestringoptionalReturn activities updated after this date-time (ISO 8601 format).

updated_untilstringoptionalReturn activities updated before this date-time (ISO 8601 format).

pipedrivemcp_getactivity#Retrieves complete details of a specific activity by ID, including type, subject, due date, duration, participants, and linked deal/person/organization.2 params

Retrieves complete details of a specific activity by ID, including type, subject, due date, duration, participants, and linked deal/person/organization.

NameTypeRequiredDescription

idnumberrequiredThe ID of the activity to retrieve.

include_fieldsstringoptionalComma-separated list of additional fields to include in the response.

pipedrivemcp_getdeal#Retrieves complete details of a specific deal by ID, including value, stage, win probability, associated person/organization, and custom fields.5 params

Retrieves complete details of a specific deal by ID, including value, stage, win probability, associated person/organization, and custom fields.

NameTypeRequiredDescription

idnumberrequiredThe ID of the deal to retrieve.

custom_fieldsstringoptionalComma-separated list of custom field keys to include.

include_fieldsstringoptionalComma-separated list of additional fields to include in the response.

include_labelsbooleanoptionalWhether to include deal label details.

include_option_labelsbooleanoptionalWhether to include labels for option-type custom fields.

pipedrivemcp_getdeals#Retrieves a list of all active (non-archived) deals in the system with their titles, values, stages, and associated contacts.18 params

Retrieves a list of all active (non-archived) deals in the system with their titles, values, stages, and associated contacts.

NameTypeRequiredDescription

cursorstringoptionalPagination cursor from a previous response to fetch the next page.

custom_fieldsstringoptionalComma-separated list of custom field keys to include.

filter_idnumberoptionalThe ID of the filter to apply to the deals list.

idsstringoptionalComma-separated list of deal IDs to retrieve.

include_fieldsstringoptionalComma-separated list of additional fields to include in the response.

include_labelsbooleanoptionalWhether to include deal label details.

include_option_labelsbooleanoptionalWhether to include labels for option-type custom fields.

limitnumberoptionalMaximum number of deals to return per page.

org_idnumberoptionalFilter deals by the ID of the associated organization.

owner_idnumberoptionalFilter deals by the ID of the user who owns them.

person_idnumberoptionalFilter deals by the ID of the associated person.

pipeline_idnumberoptionalFilter deals by pipeline ID.

sort_bystringoptionalField to sort results by (e.g., add_time, update_time, value).

sort_directionstringoptionalSort direction: asc or desc.

stage_idnumberoptionalFilter deals by stage ID.

statusstringoptionalFilter deals by status (open, won, lost, deleted).

updated_sincestringoptionalReturn deals updated after this date-time (ISO 8601 format).

updated_untilstringoptionalReturn deals updated before this date-time (ISO 8601 format).

pipedrivemcp_getleadconversionstatus#Retrieves the status of a lead-to-deal conversion by conversion ID. Use this to check whether a conversion initiated by convertLeadToDeal has completed.2 params

Retrieves the status of a lead-to-deal conversion by conversion ID. Use this to check whether a conversion initiated by convertLeadToDeal has completed.

NameTypeRequiredDescription

conversion_idstringrequiredThe conversion ID returned by convertLeadToDeal.

lead_idstringrequiredThe ID of the lead that was converted.

pipedrivemcp_getnote#Retrieves complete details of a specific note by ID, including content, author, and linked entities.1 param

Retrieves complete details of a specific note by ID, including content, author, and linked entities.

NameTypeRequiredDescription

idnumberrequiredThe ID of the note.

pipedrivemcp_getnotes#Retrieves a list of notes. Filter by deal_id, person_id, org_id, or lead_id to get notes linked to specific entities.11 params

Retrieves a list of notes. Filter by deal_id, person_id, org_id, or lead_id to get notes linked to specific entities.

NameTypeRequiredDescription

cursorstringoptionalPagination cursor for the next page of results.

deal_idnumberoptionalFilter notes linked to a specific deal.

lead_idstringoptionalFilter notes linked to a specific lead.

limitnumberoptionalThe number of results to return per page.

org_idnumberoptionalFilter notes linked to a specific organization.

owner_idnumberoptionalFilter notes by the ID of their owner (user).

person_idnumberoptionalFilter notes linked to a specific person.

sort_bystringoptionalField to sort results by. Supported: id, update_time, add_time.

sort_directionstringoptionalSort direction: asc or desc.

updated_sincestringoptionalReturn notes updated after this date/time in RFC3339 format.

updated_untilstringoptionalReturn notes updated before this date/time in RFC3339 format.

pipedrivemcp_getorganization#Retrieves complete details of a specific organization by ID, including name, address, associated persons, and deal history.5 params

Retrieves complete details of a specific organization by ID, including name, address, associated persons, and deal history.

NameTypeRequiredDescription

idnumberrequiredThe ID of the organization.

custom_fieldsstringoptionalComma-separated list of custom field keys to include in the response.

include_fieldsstringoptionalComma-separated list of additional fields to include in the response.

include_labelsbooleanoptionalIf true, the response will include label names assigned to the organization.

include_option_labelsbooleanoptionalIf true, option field values will include their labels in addition to IDs.

pipedrivemcp_getorganizations#Retrieves a list of all organizations (companies) in the CRM with their names, addresses, and associated persons/deals.13 params

Retrieves a list of all organizations (companies) in the CRM with their names, addresses, and associated persons/deals.

NameTypeRequiredDescription

cursorstringoptionalPagination cursor from a previous response to retrieve the next page.

custom_fieldsstringoptionalComma-separated list of custom field keys to include in the response.

filter_idnumberoptionalThe ID of a saved filter to apply when fetching organizations.

idsstringoptionalComma-separated list of organization IDs to retrieve.

include_fieldsstringoptionalComma-separated list of additional fields to include in the response.

include_labelsbooleanoptionalIf true, the response will include label names assigned to each organization.

include_option_labelsbooleanoptionalIf true, option field values will include their labels in addition to IDs.

limitnumberoptionalMaximum number of organizations to return per page.

owner_idnumberoptionalFilter organizations by the ID of the owning user.

sort_bystringoptionalField name to sort results by, e.g. name or update_time.

sort_directionstringoptionalSort direction: asc or desc.

updated_sincestringoptionalReturn organizations updated after this ISO 8601 datetime.

updated_untilstringoptionalReturn organizations updated before this ISO 8601 datetime.

pipedrivemcp_getperson#Retrieves complete details of a specific contact person by ID, including name, email, phone, organization, and deal associations.5 params

Retrieves complete details of a specific contact person by ID, including name, email, phone, organization, and deal associations.

NameTypeRequiredDescription

idnumberrequiredThe ID of the person.

custom_fieldsstringoptionalComma-separated list of custom field keys to include in the response.

include_fieldsstringoptionalComma-separated list of additional fields to include in the response.

include_labelsbooleanoptionalIf true, the response will include label names assigned to the person.

include_option_labelsbooleanoptionalIf true, option field values will include their labels in addition to IDs.

pipedrivemcp_getpersons#Retrieves a list of all contact persons in the system with their names, emails, phone numbers, and organization associations.15 params

Retrieves a list of all contact persons in the system with their names, emails, phone numbers, and organization associations.

NameTypeRequiredDescription

cursorstringoptionalPagination cursor from a previous response to fetch the next page.

custom_fieldsstringoptionalComma-separated list of custom field keys to include.

deal_idnumberoptionalFilter persons by the ID of an associated deal.

filter_idnumberoptionalThe ID of the filter to apply to the persons list.

idsstringoptionalComma-separated list of person IDs to retrieve.

include_fieldsstringoptionalComma-separated list of additional fields to include in the response.

include_labelsbooleanoptionalWhether to include person label details.

include_option_labelsbooleanoptionalWhether to include labels for option-type custom fields.

limitnumberoptionalMaximum number of persons to return per page.

org_idnumberoptionalFilter persons by the ID of their associated organization.

owner_idnumberoptionalFilter persons by the ID of the user who owns them.

sort_bystringoptionalField to sort results by (e.g., name, add_time, update_time).

sort_directionstringoptionalSort direction: asc or desc.

updated_sincestringoptionalReturn persons updated after this date-time (ISO 8601 format).

updated_untilstringoptionalReturn persons updated before this date-time (ISO 8601 format).

pipedrivemcp_getstage#Retrieves details of a specific pipeline stage by ID, including its name, pipeline, order, and win probability.1 param

Retrieves details of a specific pipeline stage by ID, including its name, pipeline, order, and win probability.

NameTypeRequiredDescription

idnumberrequiredThe ID of the stage.

pipedrivemcp_getstages#Retrieves all pipeline stages. Optionally filter by pipeline_id to get stages for a specific pipeline. Use stage IDs when creating or updating deals.3 params

Retrieves all pipeline stages. Optionally filter by pipeline_id to get stages for a specific pipeline. Use stage IDs when creating or updating deals.

NameTypeRequiredDescription

cursorstringoptionalPagination cursor for the next page of results.

limitnumberoptionalThe number of results to return per page.

pipeline_idnumberoptionalIf provided, only stages belonging to this pipeline are returned.

pipedrivemcp_searchdeals#Searches for deals by title, notes, or custom field values. Results can be filtered by associated person or organization.9 params

Searches for deals by title, notes, or custom field values. Results can be filtered by associated person or organization.

NameTypeRequiredDescription

termstringrequiredThe search term to look for. Minimum 2 characters.

cursorstringoptionalPagination cursor from a previous response to fetch the next page.

exact_matchbooleanoptionalWhether to match the search term exactly (case-insensitive).

fieldsstringoptionalComma-separated list of fields to search in (e.g., title, notes, custom_fields).

include_fieldsstringoptionalComma-separated list of additional fields to include in the response.

limitnumberoptionalMaximum number of results to return per page.

organization_idnumberoptionalFilter results to deals associated with this organization ID.

person_idnumberoptionalFilter results to deals associated with this person ID.

statusstringoptionalFilter results by deal status (open, won, lost).

pipedrivemcp_searchleads#Searches for leads by title or custom field values. Use this to find leads when you don't have the lead ID.6 params

Searches for leads by title or custom field values. Use this to find leads when you don't have the lead ID.

NameTypeRequiredDescription

termstringrequiredThe search term to look for. Minimum 2 characters.

cursorstringoptionalPagination cursor from a previous response to retrieve the next page.

exact_matchbooleanoptionalIf true, only exact matches are returned. Default is false (partial match).

fieldsstringoptionalA comma-separated list of fields to search in. Defaults to all.

include_fieldsstringoptionalComma-separated list of additional fields to include in the response.

limitnumberoptionalMaximum number of leads to return per page.

pipedrivemcp_searchorganization#Searches for organizations by name, address, or custom field values. Use this to find organizations when you don't have the org ID.6 params

Searches for organizations by name, address, or custom field values. Use this to find organizations when you don't have the org ID.

NameTypeRequiredDescription

termstringrequiredThe search term to look for. Minimum 2 characters.

cursorstringoptionalPagination cursor for the next page of results.

exact_matchbooleanoptionalWhen true, only full exact matches are returned.

fieldsstringoptionalA comma-separated string of fields to search in.

include_fieldsstringoptionalComma-separated list of additional fields to include in the response.

limitnumberoptionalThe number of results to return per page.

pipedrivemcp_searchpersons#Searches for persons by name, email, phone, or custom field values. Use this to find contacts when you don't have the person ID.7 params

Searches for persons by name, email, phone, or custom field values. Use this to find contacts when you don't have the person ID.

NameTypeRequiredDescription

termstringrequiredThe search term to look for. Minimum 2 characters.

cursorstringoptionalPagination cursor for the next page of results.

exact_matchbooleanoptionalWhen true, only full exact matches are returned.

fieldsstringoptionalA comma-separated string of fields to search in.

include_fieldsstringoptionalComma-separated list of additional fields to include in the response.

limitnumberoptionalThe number of results to return per page.

organization_idnumberoptionalFilter results to persons associated with this organization.

pipedrivemcp_updateactivity#Modifies an existing activity's properties such as subject, type, due date, duration, or assigned user. Set done=true to mark it completed.20 params

Modifies an existing activity's properties such as subject, type, due date, duration, or assigned user. Set done=true to mark it completed.

NameTypeRequiredDescription

idnumberrequiredThe ID of the activity to update.

attendeesarrayoptionalList of calendar attendees for the activity.

busybooleanoptionalWhether the activity marks the user as busy in the calendar.

deal_idnumberoptionalThe ID of the deal to link this activity to.

donebooleanoptionalSet to true to mark the activity as completed.

due_datestringoptionalThe due date for the activity in YYYY-MM-DD format.

due_timestringoptionalThe due time for the activity in HH:MM format.

durationstringoptionalThe duration of the activity in HH:MM format.

lead_idstringoptionalThe UUID of the lead to link this activity to.

locationobjectoptionalThe location details for the activity.

notestringoptionalA private note for the activity.

org_idnumberoptionalThe ID of the organization to link this activity to.

owner_idnumberoptionalThe ID of the user to assign this activity to.

participantsarrayoptionalList of persons participating in the activity.

person_idnumberoptionalThe ID of the person to link this activity to.

prioritynumberoptionalThe priority level of the activity.

project_idnumberoptionalThe ID of the project to link this activity to.

public_descriptionstringoptionalA public note or description visible to all participants.

subjectstringoptionalThe subject/title of the activity.

typestringoptionalThe type of activity (e.g., call, meeting, task, email, deadline, lunch).

pipedrivemcp_updatedeal#Modifies an existing deal's properties such as title, value, stage_id, expected_close_date, or custom fields. Set status to 'won' or 'lost' to close a deal.22 params

Modifies an existing deal's properties such as title, value, stage_id, expected_close_date, or custom fields. Set status to 'won' or 'lost' to close a deal.

NameTypeRequiredDescription

idnumberrequiredThe ID of the deal to update.