The Pipedrive MCP connector routes your AI agent's tool calls to Pipedrive's own MCP server through Scalekit. Each user signs in to Pipedrive once, and Scalekit stores and refreshes their tokens, so your agent never handles credentials. It comes with 32 tools.
- Tools
- 32
- What they doRead · write · destructive
- 19 · 13 · 019 read13 write0 destructive
- Users sign in with
- OAuth
- OAuth app
- Scalekit's or your own
Setup
Install the SDK
Terminal window npm install @scalekit-sdk/node dotenvTerminal window pip install scalekit-sdk-python python-dotenvSet your credentials
Add your Scalekit credentials to your
.envfile. 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>Create the Pipedrive MCP connection
In AgentKit > Connections, create a Pipedrive MCP connection. The name you give it is the
connection_nameyour code passes. See Configure connections.Scalekit credentials are available for Pipedrive, so you don't need to register an OAuth app.
Authorize a user and make your first call
quickstart.mts import { ScalekitClient } from '@scalekit-sdk/node'import 'dotenv/config'import { createInterface } from 'node:readline/promises'const scalekit = new ScalekitClient(process.env.SCALEKIT_ENVIRONMENT_URL,process.env.SCALEKIT_CLIENT_ID,process.env.SCALEKIT_CLIENT_SECRET,)const actions = scalekit.actionsconst connector = 'pipedrivemcp'const identifier = 'user_123'// Generate an authorization link for the userconst { link } = await actions.getAuthorizationLink({ connectionName: connector, identifier })console.log('Authorize Pipedrive MCP:', link)const rl = createInterface({ input: process.stdin, output: process.stdout })await rl.question('Press Enter after authorizing...')rl.close()// Make your first callconst result = await actions.executeTool({connector,identifier,toolName: 'pipedrivemcp_getactivities',toolInput: {},})console.log(result)Terminal window npx tsx quickstart.mtsquickstart.py import osfrom scalekit import ScalekitClientfrom dotenv import load_dotenvload_dotenv()scalekit_client = ScalekitClient(env_url=os.getenv("SCALEKIT_ENVIRONMENT_URL"),client_id=os.getenv("SCALEKIT_CLIENT_ID"),client_secret=os.getenv("SCALEKIT_CLIENT_SECRET"),)actions = scalekit_client.actionsconnection_name = "pipedrivemcp"identifier = "user_123"# Generate an authorization link for the userlink_response = actions.get_authorization_link(connection_name=connection_name,identifier=identifier,)print("Authorize Pipedrive MCP:", link_response.link)input("Press Enter after authorizing...")# Make your first callresult = actions.execute_tool(tool_input={},tool_name="pipedrivemcp_getactivities",connection_name=connection_name,identifier=identifier,)print(result)Terminal window python quickstart.pyEach user signs in once. See Authorize a user for the full flow and statuses.
Tools
Pass the exact name toexecute_toolpipedrivemcp_getactivitiesRetrieves a list of all activities (calls, meetings, tasks, emails, etc.) with their subjects, due dates, types, and linked deals/persons.Read-onlyGetActivities
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.
Inputs
cursorstring- Pagination cursor from a previous response to fetch the next page.
deal_idnumber- Filter activities by the ID of the linked deal.
doneboolean- Filter by completion status. Set to true to retrieve only done activities, false for pending.
filter_idnumber- The ID of the filter to apply to the activities list.
idsstring- Comma-separated list of activity IDs to retrieve.
include_fieldsstring- Comma-separated list of additional fields to include in the response.
lead_idstring- Filter activities by the UUID of the linked lead.
limitnumber- Maximum number of activities to return per page.
org_idnumber- Filter activities by the ID of the linked organization.
owner_idnumber- Filter activities by the ID of the user who owns them.
person_idnumber- Filter activities by the ID of the linked person.
sort_bystring- Field to sort results by (e.g., due_date, add_time).
sort_directionstring- Sort direction: asc or desc.
updated_sincestring- Return activities updated after this date-time (ISO 8601 format).
updated_untilstring- Return activities updated before this date-time (ISO 8601 format).
pipedrivemcp_getactivityRetrieves complete details of a specific activity by ID, including type, subject, due date, duration, participants, and linked deal/person/organization.Read-onlyGetActivity
Retrieves complete details of a specific activity by ID, including type, subject, due date, duration, participants, and linked deal/person/organization.
Inputs
idnumberrequired- The ID of the activity to retrieve.
include_fieldsstring- Comma-separated list of additional fields to include in the response.
pipedrivemcp_getdealRetrieves complete details of a specific deal by ID, including value, stage, win probability, associated person/organization, and custom fields.Read-onlyGetDeal
Retrieves complete details of a specific deal by ID, including value, stage, win probability, associated person/organization, and custom fields.
Inputs
idnumberrequired- The ID of the deal to retrieve.
custom_fieldsstring- Comma-separated list of custom field keys to include.
include_fieldsstring- Comma-separated list of additional fields to include in the response.
include_labelsboolean- Whether to include deal label details.
include_option_labelsboolean- Whether to include labels for option-type custom fields.
pipedrivemcp_getdealsRetrieves a list of all active (non-archived) deals in the system with their titles, values, stages, and associated contacts.Read-onlyGetDeals
Retrieves a list of all active (non-archived) deals in the system with their titles, values, stages, and associated contacts.
Inputs
cursorstring- Pagination cursor from a previous response to fetch the next page.
custom_fieldsstring- Comma-separated list of custom field keys to include.
filter_idnumber- The ID of the filter to apply to the deals list.
idsstring- Comma-separated list of deal IDs to retrieve.
include_fieldsstring- Comma-separated list of additional fields to include in the response.
include_labelsboolean- Whether to include deal label details.
include_option_labelsboolean- Whether to include labels for option-type custom fields.
limitnumber- Maximum number of deals to return per page.
org_idnumber- Filter deals by the ID of the associated organization.
owner_idnumber- Filter deals by the ID of the user who owns them.
person_idnumber- Filter deals by the ID of the associated person.
pipeline_idnumber- Filter deals by pipeline ID.
sort_bystring- Field to sort results by (e.g., add_time, update_time, value).
sort_directionstring- Sort direction: asc or desc.
stage_idnumber- Filter deals by stage ID.
statusstring- Filter deals by status (open, won, lost, deleted).
updated_sincestring- Return deals updated after this date-time (ISO 8601 format).
updated_untilstring- Return deals updated before this date-time (ISO 8601 format).
pipedrivemcp_getleadReturns full details of a specific lead by ID, including title, value, expected close date, and linked person/organization.Read-onlyGetLead
Returns full details of a specific lead by ID, including title, value, expected close date, and linked person/organization. Prefer this over getLeads when you have the lead ID.
Inputs
idstringrequired- The ID of the lead.
pipedrivemcp_getleadconversionstatusRetrieves the status of a lead-to-deal conversion by conversion ID.Read-onlyGetLeadConversionStatus
Retrieves the status of a lead-to-deal conversion by conversion ID. Use this to check whether a conversion initiated by convertLeadToDeal has completed.
Inputs
conversion_idstringrequired- The conversion ID returned by convertLeadToDeal.
idstringrequired- The ID of the lead that was converted.
pipedrivemcp_getleadsReturns a paginated list of non-archived leads sorted by creation time.Read-onlyGetLeads
Returns a paginated list of non-archived leads sorted by creation time. Use limit/start for pagination, or filter by owner, person, or organization to narrow results.
Inputs
filter_idinteger- The ID of the filter to use.
limitinteger- The number of leads to return per page.
organization_idinteger- Filter leads linked to a specific organization.
owner_idinteger- Filter leads by the ID of their owner.
person_idinteger- Filter leads linked to a specific person.
sortstring- Field name and sort direction, e.g. 'add_time DESC'.
startinteger- Pagination start offset.
updated_sincestring- Return leads updated after this date/time in ISO 8601 format.
pipedrivemcp_getnoteRetrieves complete details of a specific note by ID, including content, author, and linked entities.Read-onlyGetNote
Retrieves complete details of a specific note by ID, including content, author, and linked entities.
Inputs
idnumberrequired- The ID of the note.
pipedrivemcp_getnotesRetrieves a list of notes.Read-onlyGetNotes
Retrieves a list of notes. Filter by deal_id, person_id, org_id, or lead_id to get notes linked to specific entities.
Inputs
deal_idnumber- Filter notes linked to a specific deal.
end_datestring- The date (YYYY-MM-DD) until which notes should be fetched.
lead_idstring- Filter notes linked to a specific lead.
limitnumber- The number of results to return per page.
org_idnumber- Filter notes linked to a specific organization.
person_idnumber- Filter notes linked to a specific person.
pinned_to_deal_flagnumber- Filter results by note-to-deal pinning state.
pinned_to_lead_flagnumber- Filter results by note-to-lead pinning state.
pinned_to_organization_flagnumber- Filter results by note-to-organization pinning state.
pinned_to_person_flagnumber- Filter results by note-to-person pinning state.
pinned_to_project_flagnumber- Filter results by note-to-project pinning state.
pinned_to_task_flagnumber- Filter results by note-to-task pinning state.
project_idnumber- Filter notes linked to a specific project.
sortstring- Field name and sort direction, e.g. 'update_time DESC'. Supported fields: id, user_id, deal_id, person_id, org_id, content, add_time, update_time.
startnumber- Pagination start offset.
start_datestring- The date (YYYY-MM-DD) from which notes should be fetched.
task_idnumber- Filter notes linked to a specific task.
updated_sincestring- Return notes updated after this date/time in RFC3339 format.
user_idnumber- Filter notes by the ID of their owner (user).
pipedrivemcp_getorganizationRetrieves complete details of a specific organization by ID, including name, address, associated persons, and deal history.Read-onlyGetOrganization
Retrieves complete details of a specific organization by ID, including name, address, associated persons, and deal history.
Inputs
idnumberrequired- The ID of the organization.
custom_fieldsstring- Comma-separated list of custom field keys to include in the response.
include_fieldsstring- Comma-separated list of additional fields to include in the response.
include_labelsboolean- If true, the response will include label names assigned to the organization.
include_option_labelsboolean- If true, option field values will include their labels in addition to IDs.
pipedrivemcp_getorganizationsRetrieves a list of all organizations (companies) in the CRM with their names, addresses, and associated persons/deals.Read-onlyGetOrganizations
Retrieves a list of all organizations (companies) in the CRM with their names, addresses, and associated persons/deals.
Inputs
cursorstring- Pagination cursor from a previous response to retrieve the next page.
custom_fieldsstring- Comma-separated list of custom field keys to include in the response.
filter_idnumber- The ID of a saved filter to apply when fetching organizations.
idsstring- Comma-separated list of organization IDs to retrieve.
include_fieldsstring- Comma-separated list of additional fields to include in the response.
include_labelsboolean- If true, the response will include label names assigned to each organization.
include_option_labelsboolean- If true, option field values will include their labels in addition to IDs.
limitnumber- Maximum number of organizations to return per page.
owner_idnumber- Filter organizations by the ID of the owning user.
sort_bystring- Field name to sort results by, e.g. name or update_time.
sort_directionstring- Sort direction: asc or desc.
updated_sincestring- Return organizations updated after this ISO 8601 datetime.
updated_untilstring- Return organizations updated before this ISO 8601 datetime.
pipedrivemcp_getpersonRetrieves complete details of a specific contact person by ID, including name, email, phone, organization, and deal associations.Read-onlyGetPerson
Retrieves complete details of a specific contact person by ID, including name, email, phone, organization, and deal associations.
Inputs
idnumberrequired- The ID of the person.
custom_fieldsstring- Comma-separated list of custom field keys to include in the response.
include_fieldsstring- Comma-separated list of additional fields to include in the response.
include_labelsboolean- If true, the response will include label names assigned to the person.
include_option_labelsboolean- If true, option field values will include their labels in addition to IDs.
pipedrivemcp_getpersonsRetrieves a list of all contact persons in the system with their names, emails, phone numbers, and organization associations.Read-onlyGetPersons
Retrieves a list of all contact persons in the system with their names, emails, phone numbers, and organization associations.
Inputs
cursorstring- Pagination cursor from a previous response to fetch the next page.
custom_fieldsstring- Comma-separated list of custom field keys to include.
deal_idnumber- Filter persons by the ID of an associated deal.
filter_idnumber- The ID of the filter to apply to the persons list.
idsstring- Comma-separated list of person IDs to retrieve.
include_fieldsstring- Comma-separated list of additional fields to include in the response.
include_labelsboolean- Whether to include person label details.
include_option_labelsboolean- Whether to include labels for option-type custom fields.
limitnumber- Maximum number of persons to return per page.
org_idnumber- Filter persons by the ID of their associated organization.
owner_idnumber- Filter persons by the ID of the user who owns them.
sort_bystring- Field to sort results by (e.g., name, add_time, update_time).
sort_directionstring- Sort direction: asc or desc.
updated_sincestring- Return persons updated after this date-time (ISO 8601 format).
updated_untilstring- Return persons updated before this date-time (ISO 8601 format).
pipedrivemcp_getstageRetrieves details of a specific pipeline stage by ID, including its name, pipeline, order, and win probability.Read-onlyGetStage
Retrieves details of a specific pipeline stage by ID, including its name, pipeline, order, and win probability.
Inputs
idnumberrequired- The ID of the stage.
pipedrivemcp_getstagesRetrieves all pipeline stages.Read-onlyGetStages
Retrieves all pipeline stages. Optionally filter by pipeline_id to get stages for a specific pipeline. Use stage IDs when creating or updating deals.
Inputs
cursorstring- Pagination cursor for the next page of results.
limitinteger- The number of results to return per page.
pipeline_idinteger- If provided, only stages belonging to this pipeline are returned.
sort_bystring- The field to sort by. Supported fields: id, update_time, add_time, order_nr.
sort_directionstring- The sorting direction. Supported values: asc, desc.
pipedrivemcp_searchdealsSearches for deals by title, notes, or custom field values.Read-onlySearchDeals
Searches for deals by title, notes, or custom field values. Results can be filtered by associated person or organization.
Inputs
termstringrequired- The search term to look for. Minimum 2 characters.
cursorstring- Pagination cursor from a previous response to fetch the next page.
exact_matchboolean- Whether to match the search term exactly (case-insensitive).
fieldsstring- Comma-separated list of fields to search in (e.g., title, notes, custom_fields).
include_fieldsstring- Comma-separated list of additional fields to include in the response.
limitnumber- Maximum number of results to return per page.
organization_idnumber- Filter results to deals associated with this organization ID.
person_idnumber- Filter results to deals associated with this person ID.
statusstring- Filter results by deal status (open, won, lost).
pipedrivemcp_searchleadsSearches for leads by title or custom field values.Read-onlySearchLeads
Searches for leads by title or custom field values. Use this to find leads when you don't have the lead ID.
Inputs
termstringrequired- The search term to look for. Minimum 2 characters.
cursorstring- Pagination cursor from a previous response to retrieve the next page.
exact_matchboolean- If true, only exact matches are returned. Default is false (partial match).
fieldsstring- A comma-separated list of fields to search in. Defaults to all.
include_fieldsstring- Comma-separated list of additional fields to include in the response.
limitinteger- Maximum number of leads to return per page.
organization_idinteger- Will filter leads by the provided organization ID. The upper limit of found leads associated with the organization is 2000.
person_idinteger- Will filter leads by the provided person ID. The upper limit of found leads associated with the person is 2000.
pipedrivemcp_searchorganizationSearches for organizations by name, address, or custom field values.Read-onlySearchOrganization
Searches for organizations by name, address, or custom field values. Use this to find organizations when you don't have the org ID.
Inputs
termstringrequired- The search term to look for. Minimum 2 characters.
cursorstring- Pagination cursor for the next page of results.
exact_matchboolean- When true, only full exact matches are returned.
fieldsstring- A comma-separated string of fields to search in.
limitinteger- The number of results to return per page.
pipedrivemcp_searchpersonsSearches for persons by name, email, phone, or custom field values.Read-onlySearchPersons
Searches for persons by name, email, phone, or custom field values. Use this to find contacts when you don't have the person ID.
Inputs
termstringrequired- The search term to look for. Minimum 2 characters.
cursorstring- Pagination cursor for the next page of results.
exact_matchboolean- When true, only full exact matches are returned.
fieldsstring- A comma-separated string of fields to search in.
include_fieldsstring- Comma-separated list of additional fields to include in the response.
limitnumber- The number of results to return per page.
organization_idnumber- Filter results to persons associated with this organization.
pipedrivemcp_addactivityCreates a new activity (call, meeting, task, email, deadline, or lunch) and optionally links it to a deal, lead, person, or organization.WriteAddActivity
Creates a new activity (call, meeting, task, email, deadline, or lunch) and optionally links it to a deal, lead, person, or organization.
Inputs
attendeesarray- List of calendar attendees for the activity.
busyboolean- Whether the activity marks the user as busy in the calendar.
deal_idnumber- The ID of the deal to link this activity to.
doneboolean- Whether the activity is marked as done.
due_datestring- The due date for the activity in YYYY-MM-DD format.
due_timestring- The due time for the activity in HH:MM format.
durationstring- The duration of the activity in HH:MM format.
lead_idstring- The UUID of the lead to link this activity to.
locationobject- The location details for the activity.
notestring- A private note for the activity.
org_idnumber- The ID of the organization to link this activity to.
owner_idnumber- The ID of the user to assign this activity to.
participantsarray- List of persons participating in the activity.
person_idnumber- The ID of the person to link this activity to.
prioritynumber- The priority level of the activity.
project_idnumber- The ID of the project to link this activity to.
public_descriptionstring- A public note or description visible to all participants.
subjectstring- The subject/title of the activity.
typestring- The type of activity (e.g., call, meeting, task, email, deadline, lunch).
pipedrivemcp_adddealCreates a new deal.WriteAddDeal
Creates a new deal. Requires title; optionally set value, currency, stage_id, pipeline_id, expected_close_date, person_id, and org_id.
Inputs
titlestringrequired- The title of the deal.
archive_timestring- The date-time when the deal was archived (ISO 8601 format).
close_timestring- The date-time the deal was closed (ISO 8601 format).
currencystring- The currency code for the deal value (e.g., USD, EUR).
custom_fieldsobject- Custom field values as key-value pairs.
expected_close_datestring- The expected close date in YYYY-MM-DD format.
is_archivedboolean- Whether the deal is archived.
is_deletedboolean- Whether the deal is deleted.
label_idsarray- List of label IDs to assign to this deal.
lost_reasonstring- The reason the deal was lost (when setting status to lost).
lost_timestring- The date-time the deal was lost (ISO 8601 format).
org_idnumber- The ID of the organization associated with this deal.
owner_idnumber- The ID of the user who owns this deal.
person_idnumber- The ID of the person associated with this deal.
pipeline_idnumber- The ID of the pipeline this deal belongs to.
probabilitynumber- The win probability percentage (0–100) for the deal.
stage_idnumber- The ID of the pipeline stage for this deal.
statusstring- The status of the deal (open, won, lost).
valuenumber- The monetary value of the deal.
visible_tonumber- Visibility setting for the deal (1=owner only, 3=entire company).
won_timestring- The date-time the deal was won (ISO 8601 format).
pipedrivemcp_addleadCreates a new lead and links it to a person, organization, or both (at least one required).WriteAddLead
Creates a new lead and links it to a person, organization, or both (at least one required). Use to capture prospects before they become deals.
Inputs
titlestringrequired- The title of the lead.
channelnumber- The marketing channel ID for this lead.
channel_idstring- The ID of the marketing channel's sub-source.
expected_close_datestring- Expected close date in YYYY-MM-DD format.
label_idsarray- A list of label IDs to assign to this lead.
organization_idinteger- The ID of the organization to link this lead to.
origin_idstring- The origin channel ID that generated this lead.
owner_idinteger- The ID of the user who owns this lead.
person_idinteger- The ID of the person to link this lead to.
valueobject- The monetary value of the lead.
visible_tostring- Visibility setting for the lead.
was_seenboolean- Whether the lead has been seen.
pipedrivemcp_addnoteCreates a new note linked to at least one entity (person, deal, organization, or lead).WriteAddNote
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.
Inputs
contentstringrequired- The content of the note in plain text or HTML.
add_timestring- The creation date and time of the note.
deal_idnumber- Link this note to a deal by its ID.
lead_idstring- Link this note to a lead by its ID.
org_idnumber- Link this note to an organization by its ID.
person_idnumber- Link this note to a person by their ID.
pinned_to_deal_flagnumber- Pin this note to the linked deal.
pinned_to_lead_flagnumber- Pin this note to the linked lead.
pinned_to_organization_flagnumber- Pin this note to the linked organization.
pinned_to_person_flagnumber- Pin this note to the linked person.
pinned_to_project_flagnumber- Pin this note to the linked project.
pinned_to_task_flagnumber- Pin this note to the linked task.
project_idnumber- Link this note to a project by its ID.
task_idnumber- Link this note to a task by its ID.
user_idnumber- The ID of the user who owns the note.
pipedrivemcp_addorganizationCreates a new organization (company).WriteAddOrganization
Creates a new organization (company). Name is required; optionally set owner_id, address, and custom fields.
Inputs
namestringrequired- The name of the organization.
add_timestring- The creation date and time of the organization.
addressobject- The organization's address.
annual_revenuenumber- The organization's annual revenue.
custom_fieldsobject- A map of custom field keys to their values.
employee_countnumber- The organization's employee count.
industrynumber- The ID of the organization's industry.
label_idsarray- A list of label IDs to assign to this organization.
linkedinstring- The organization's LinkedIn profile URL.
owner_idnumber- The ID of the user who owns this organization.
visible_tonumber- Visibility setting for the organization. 1 = owner only, 3 = entire company.
websitestring- The organization's website URL.
pipedrivemcp_addpersonCreates a new contact person.WriteAddPerson
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.
Inputs
namestringrequired- The full name of the person.
add_timestring- The creation date and time of the person.
birthdaystring- The person's date of birth.
custom_fieldsobject- A map of custom field keys to their values.
emailsarray- A list of email addresses for this person.
imarray- A list of instant messenger identifiers for this person.
job_titlestring- The person's job title.
label_idsarray- A list of label IDs to assign to this person.
marketing_statusstring- Marketing opt-in status for the person, e.g. subscribed or unsubscribed.
notesstring- Free-text notes about this person.
org_idnumber- The ID of the organization to link this person to.
owner_idnumber- The ID of the user who owns this person record.
phonesarray- A list of phone numbers for this person.
postal_addressobject- The person's postal address.
visible_tonumber- Visibility setting for the person. 1 = owner only, 3 = entire company.
pipedrivemcp_convertleadtodealConverts an existing lead into a deal.WriteConvertLeadToDeal
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.
Inputs
idstringrequired- The ID of the lead to convert.
pipeline_idinteger- The pipeline to place the new deal in.
stage_idinteger- The stage to place the new deal in.
pipedrivemcp_updateactivityModifies an existing activity's properties such as subject, type, due date, duration, or assigned user.WriteUpdateActivity
Modifies an existing activity's properties such as subject, type, due date, duration, or assigned user. Set done=true to mark it completed.
- Idempotent
Inputs
idnumberrequired- The ID of the activity to update.
attendeesarray- List of calendar attendees for the activity.
busyboolean- Whether the activity marks the user as busy in the calendar.
deal_idnumber- The ID of the deal to link this activity to.
doneboolean- Set to true to mark the activity as completed.
due_datestring- The due date for the activity in YYYY-MM-DD format.
due_timestring- The due time for the activity in HH:MM format.
durationstring- The duration of the activity in HH:MM format.
lead_idstring- The UUID of the lead to link this activity to.
locationobject- The location details for the activity.
notestring- A private note for the activity.
org_idnumber- The ID of the organization to link this activity to.
owner_idnumber- The ID of the user to assign this activity to.
participantsarray- List of persons participating in the activity.
person_idnumber- The ID of the person to link this activity to.
prioritynumber- The priority level of the activity.
project_idnumber- The ID of the project to link this activity to.
public_descriptionstring- A public note or description visible to all participants.
subjectstring- The subject/title of the activity.
typestring- The type of activity (e.g., call, meeting, task, email, deadline, lunch).
pipedrivemcp_updatedealModifies an existing deal's properties such as title, value, stage_id, expected_close_date, or custom fields.WriteUpdateDeal
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.
- Idempotent
Inputs
idnumberrequired- The ID of the deal to update.
archive_timestring- The date-time when the deal was archived (ISO 8601 format).
close_timestring- The date-time the deal was closed (ISO 8601 format).
currencystring- The currency code for the deal value (e.g., USD, EUR).
custom_fieldsobject- Custom field values as key-value pairs.
expected_close_datestring- The expected close date in YYYY-MM-DD format.
is_archivedboolean- Whether the deal is archived.
is_deletedboolean- Whether the deal is deleted.
label_idsarray- List of label IDs to assign to this deal.
lost_reasonstring- The reason the deal was lost (when setting status to lost).
lost_timestring- The date-time the deal was lost (ISO 8601 format).
org_idnumber- The ID of the organization associated with this deal.
owner_idnumber- The ID of the user who owns this deal.
person_idnumber- The ID of the person associated with this deal.
pipeline_idnumber- The ID of the pipeline this deal belongs to.
probabilitynumber- The win probability percentage (0–100) for the deal.
stage_idnumber- The ID of the pipeline stage for this deal.
statusstring- The status of the deal. Set to 'won' or 'lost' to close the deal.
titlestring- The title of the deal.
valuenumber- The monetary value of the deal.
visible_tonumber- Visibility setting for the deal (1=owner only, 3=entire company).
won_timestring- The date-time the deal was won (ISO 8601 format).
pipedrivemcp_updateleadUpdates one or more properties of a lead.WriteUpdateLead
Updates one or more properties of a lead. Only fields included in the request are changed. Send null to clear a field (e.g. value, person_id, organization_id).
- Idempotent
Inputs
idstringrequired- The ID of the lead to update.
channelnumber- The marketing channel ID for this lead.
channel_idstring- The ID of the marketing channel's sub-source.
expected_close_datestring- Expected close date in YYYY-MM-DD format.
is_archivedboolean- Whether the lead is archived.
label_idsarray- A list of label IDs to assign to this lead.
organization_idnumber- The ID of the organization to link this lead to. Send null to clear.
owner_idinteger- The ID of the user who owns this lead.
person_idnumber- The ID of the person to link this lead to. Send null to clear.
titlestring- The title of the lead.
valueobject- The monetary value of the lead. Send null to clear.
visible_tostring- Visibility setting for the lead.
was_seenboolean- Whether the lead has been seen.
pipedrivemcp_updatenoteModifies an existing note's content or pin status.WriteUpdateNote
Modifies an existing note's content or pin status.
- Idempotent
Inputs
idnumberrequired- The ID of the note.
add_timestring- The creation date and time of the note.
contentstring- The updated content of the note.
deal_idnumber- Link this note to a deal by its ID.
lead_idstring- Link this note to a lead by its ID.
org_idnumber- Link this note to an organization by its ID.
person_idnumber- Link this note to a person by their ID.
pinned_to_deal_flagnumber- Pin or unpin this note from the linked deal.
pinned_to_lead_flagnumber- Pin or unpin this note from the linked lead.
pinned_to_organization_flagnumber- Pin or unpin this note from the linked organization.
pinned_to_person_flagnumber- Pin or unpin this note from the linked person.
pinned_to_project_flagnumber- Pin or unpin this note from the linked project.
pinned_to_task_flagnumber- Pin or unpin this note from the linked task.
project_idnumber- Link this note to a project by its ID.
task_idnumber- Link this note to a task by its ID.
user_idnumber- The ID of the user who owns the note.
pipedrivemcp_updateorganizationModifies an existing organization's properties such as name, address, owner, or custom fields.WriteUpdateOrganization
Modifies an existing organization's properties such as name, address, owner, or custom fields.
- Idempotent
Inputs
idnumberrequired- The ID of the organization to update.
addressobject- The organization's address.
annual_revenuenumber- The organization's annual revenue.
custom_fieldsobject- A map of custom field keys to their values.
employee_countnumber- The organization's employee count.
industrynumber- The ID of the organization's industry.
label_idsarray- A list of label IDs to assign to this organization.
linkedinstring- The organization's LinkedIn profile URL.
namestring- The name of the organization.
owner_idnumber- The ID of the user who owns this organization.
visible_tonumber- Visibility setting for the organization. 1 = owner only, 3 = entire company.
websitestring- The organization's website URL.
pipedrivemcp_updatepersonModifies an existing contact person's properties such as name, email, phone, organization, or custom fields.WriteUpdatePerson
Modifies an existing contact person's properties such as name, email, phone, organization, or custom fields.
- Idempotent
Inputs
idnumberrequired- The ID of the person to update.
birthdaystring- The person's date of birth.
custom_fieldsobject- A map of custom field keys to their values.
emailsarray- A list of email addresses for this person.
imarray- A list of instant messenger identifiers for this person.
job_titlestring- The person's job title.
label_idsarray- A list of label IDs to assign to this person.
marketing_statusstring- Marketing opt-in status for the person, e.g. subscribed or unsubscribed.
namestring- The full name of the person.
notesstring- Free-text notes about this person.
org_idnumber- The ID of the organization to link this person to.
owner_idnumber- The ID of the user who owns this person record.
phonesarray- A list of phone numbers for this person.
postal_addressobject- The person's postal address.
visible_tonumber- Visibility setting for the person. 1 = owner only, 3 = entire company.
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