Pipedrive

Connect to Pipedrive CRM. Manage deals, persons, organizations, leads, activities, and sales pipelines.

Supports authentication: OAuth 2.0

What you can build with this connector

Use case	Tools involved
Automated deal creation from leads	pipedrive_lead_get → pipedrive_deal_create → pipedrive_activity_create
Contact enrichment pipeline	pipedrive_persons_search → pipedrive_person_update + pipedrive_note_create
Pipeline health monitoring	pipedrive_deals_list (by stage) → pipedrive_deal_update (move stage)
Activity scheduling agent	pipedrive_deal_get → pipedrive_activity_create (follow-up call/meeting)
Revenue forecasting	pipedrive_pipelines_list → pipedrive_deals_list → aggregate deal values
Competitive account mapping	pipedrive_organizations_search → pipedrive_organization_deals_list → pipedrive_notes_list
Product attach rate analysis	pipedrive_deal_products_list → pipedrive_products_list → compute metrics
Onboarding automation	pipedrive_person_create → pipedrive_deal_create → pipedrive_webhook_create

Key concepts:

• Deals vs Leads: Leads are unqualified opportunities without a pipeline stage. Convert a lead to a deal with pipedrive_deal_create once it qualifies.
• Persons and organizations: A person can belong to one organization. Linking both to a deal gives full account context.
• Stages and pipelines: Every deal must be in a stage, which belongs to a pipeline. Use pipedrive_stages_list to get valid stage IDs before creating deals.
• Activity types: Valid types include call, meeting, email, lunch, deadline, task, and other. Fetch the full list with pipedrive_activity_types_list.
• Pagination: List endpoints use start (offset) and limit. The default limit is 100; max is 500 for most endpoints.
• Filters: Use pipedrive_filter_create to save complex queries and pass filter_id to list endpoints for fast, reusable filtering.

Set up the agent connector

Register your Scalekit environment with the Pipedrive connector so Scalekit handles the OAuth flow and token lifecycle on your behalf. The connection name you create is used to identify and invoke the connection in code.

1. Create a connection in Scalekit

   • In Scalekit dashboard, go to Agent Auth → Create Connection. Find Pipedrive and click Create.

   • Click Use your own credentials and copy the Redirect URI. It looks like: https://<SCALEKIT_ENVIRONMENT_URL>/sso/v1/oauth/<CONNECTION_ID>/callback

   Keep this tab open — you’ll return to it in step 3.

2. Create a Pipedrive OAuth app

   • Go to the Pipedrive Developer Hub and sign in with your Pipedrive account.

   • Create a new app and fill in the form:

     • App name — a name to identify your app (e.g., My Sales Agent)
     • Callback URL — paste the Redirect URI you copied from Scalekit

   • Under OAuth & Access Scopes, select the permissions your agent needs:

     Scope	Access granted
     deals:full	Read and write deals
     contacts:full	Read and write persons and organizations
     leads:full	Read and write leads
     activities:full	Read and write activities
     products:full	Read and write products
     users:read	Read user information
     webhooks:full	Manage webhooks

   • Click Save.

   

   Use the minimum scopes

   Request only the scopes your agent actually uses. Narrow scopes reduce the blast radius if credentials are compromised and make it easier for users to consent.

3. Copy your client credentials

   After saving your app, Pipedrive shows the Client ID and Client Secret.

   Copy both values now — you will need them in the next step.

4. Add credentials in Scalekit

   • Return to Scalekit dashboard → Agent Auth → Connections and open the connection you created in step 1.

   • Enter the following:

     • Client ID — from Pipedrive
     • Client Secret — from Pipedrive
     • Permissions — the same scopes you selected in Pipedrive

   • Click Save.

   

   Connection name is your identifier

   The connection name you set here (e.g., pipedrive) is the string you pass to connection_name in every SDK call. It must match exactly — including case.

Usage

Connect a user’s Pipedrive account and make API calls on their behalf — Scalekit handles OAuth and token refresh automatically.

Node.js

import { ScalekitClient } from '@scalekit-sdk/node';
import 'dotenv/config';

const connectionName = 'pipedrive'; // connection name from Scalekit dashboard
const identifier = 'user_123';      // your unique user identifier

// Get credentials from app.scalekit.com → Developers → API Credentials
const scalekit = new ScalekitClient(
  process.env.SCALEKIT_ENV_URL,
  process.env.SCALEKIT_CLIENT_ID,
  process.env.SCALEKIT_CLIENT_SECRET
);
const actions = scalekit.actions;

// Authenticate the user — send this link to your user
const { link } = await actions.getAuthorizationLink({ connectionName, identifier });
console.log('🔗 Authorize Pipedrive:', link);

// After the user authorizes, make API calls via Scalekit proxy
const result = await actions.request({
  connectionName,
  identifier,
  path: '/v1/deals',
  method: 'GET',
  params: { status: 'open', limit: 50 },
});
console.log(result.data.data); // Array of deal objects

Python

import scalekit.client, os
from dotenv import load_dotenv
load_dotenv()

connection_name = "pipedrive"  # connection name from Scalekit dashboard
identifier = "user_123"        # your unique user identifier

# Get credentials from app.scalekit.com → Developers → API Credentials
scalekit_client = scalekit.client.ScalekitClient(
    client_id=os.getenv("SCALEKIT_CLIENT_ID"),
    client_secret=os.getenv("SCALEKIT_CLIENT_SECRET"),
    env_url=os.getenv("SCALEKIT_ENV_URL"),
)
actions = scalekit_client.actions

# Authenticate the user — send this link to your user
link_response = actions.get_authorization_link(
    connection_name=connection_name,
    identifier=identifier
)
print("🔗 Authorize Pipedrive:", link_response.link)

# After the user authorizes, make API calls via Scalekit proxy
result = actions.request(
    connection_name=connection_name,
    identifier=identifier,
    path="/v1/deals",
    method="GET",
    params={"status": "open", "limit": 50},
)
print(result["data"]["data"])  # List of deal objects

Pipedrive API base URL

The Pipedrive REST API base URL is https://api.pipedrive.com. Scalekit prefixes it automatically — pass only the path (e.g., /v1/deals).

Scalekit tools

Use actions.execute_tool() to call any Pipedrive tool by name. Scalekit resolves credentials, calls the Pipedrive API, and returns a structured response. All tool names map directly to the Tool list below.

Create a deal and schedule a follow-up call:

Node.js

// Create a new deal linked to a person and organization
const deal = await actions.executeTool({
  connectionName: 'pipedrive',
  identifier: 'user_123',
  toolName: 'pipedrive_deal_create',
  toolInput: {
    title: 'Acme Corp — Enterprise Plan',
    value: 48000,
    currency: 'USD',
    person_id: 1042,
    org_id: 305,
    stage_id: 2,
    expected_close_date: '2026-06-30',
  },
});
const dealId = deal.data.id;
console.log(`Created deal ${dealId}`);

// Schedule a discovery call for the new deal
const activity = await actions.executeTool({
  connectionName: 'pipedrive',
  identifier: 'user_123',
  toolName: 'pipedrive_activity_create',
  toolInput: {
    subject: 'Discovery call — Acme Corp',
    type: 'call',
    deal_id: dealId,
    due_date: '2026-04-01',
    due_time: '10:00',
    duration: '00:30',
    note: 'Confirm decision-makers and budget approval process',
  },
});
console.log(`Scheduled activity ${activity.data.id}`);

Python

# Create a new deal linked to a person and organization
deal = actions.execute_tool(
    connection_name="pipedrive",
    identifier="user_123",
    tool_name="pipedrive_deal_create",
    tool_input={
        "title": "Acme Corp — Enterprise Plan",
        "value": 48000,
        "currency": "USD",
        "person_id": 1042,
        "org_id": 305,
        "stage_id": 2,
        "expected_close_date": "2026-06-30",
    },
)
deal_id = deal["data"]["id"]
print(f"Created deal {deal_id}")

# Schedule a discovery call for the new deal
activity = actions.execute_tool(
    connection_name="pipedrive",
    identifier="user_123",
    tool_name="pipedrive_activity_create",
    tool_input={
        "subject": "Discovery call — Acme Corp",
        "type": "call",
        "deal_id": deal_id,
        "due_date": "2026-04-01",
        "due_time": "10:00",
        "duration": "00:30",
        "note": "Confirm decision-makers and budget approval process",
    },
)
print(f"Scheduled activity {activity['data']['id']}")

Search for a person and attach a note:

Node.js

// Find an existing contact by name
const results = await actions.executeTool({
  connectionName: 'pipedrive',
  identifier: 'user_123',
  toolName: 'pipedrive_persons_search',
  toolInput: { term: 'Jane Smith', exact_match: false, limit: 5 },
});

const persons = results.data.items;
if (persons.length > 0) {
  const personId = persons[0].item.id;

  // Attach a contextual note
  await actions.executeTool({
    connectionName: 'pipedrive',
    identifier: 'user_123',
    toolName: 'pipedrive_note_create',
    toolInput: {
      content: 'Spoke with Jane re: renewal. She confirmed budget approval in Q2.',
      person_id: personId,
      pinned_to_person_flag: true,
    },
  });
  console.log(`Note added to person ${personId}`);
}

Python

# Find an existing contact by name
results = actions.execute_tool(
    connection_name="pipedrive",
    identifier="user_123",
    tool_name="pipedrive_persons_search",
    tool_input={"term": "Jane Smith", "exact_match": False, "limit": 5},
)

persons = results["data"]["items"]
if persons:
    person_id = persons[0]["item"]["id"]

    # Attach a contextual note
    actions.execute_tool(
        connection_name="pipedrive",
        identifier="user_123",
        tool_name="pipedrive_note_create",
        tool_input={
            "content": "Spoke with Jane re: renewal. She confirmed budget approval in Q2.",
            "person_id": person_id,
            "pinned_to_person_flag": True,
        },
    )
    print(f"Note added to person {person_id}")

Move a deal to the next stage:

Node.js

// Fetch current deal details
const deal = await actions.executeTool({
  connectionName: 'pipedrive',
  identifier: 'user_123',
  toolName: 'pipedrive_deal_get',
  toolInput: { deal_id: 9871 },
});
const currentStage: number = deal.data.stage_id;

// Fetch all stages in the pipeline to find the next one
const stages = await actions.executeTool({
  connectionName: 'pipedrive',
  identifier: 'user_123',
  toolName: 'pipedrive_stages_list',
  toolInput: { pipeline_id: deal.data.pipeline_id },
});
const stageIds: number[] = stages.data.map((s: { id: number }) => s.id).sort((a: number, b: number) => a - b);
const currentIdx = stageIds.indexOf(currentStage);
if (currentIdx >= stageIds.length - 1) {
  throw new Error('Deal is already in the last stage');
}
const nextStage = stageIds[currentIdx + 1];

// Advance the deal
await actions.executeTool({
  connectionName: 'pipedrive',
  identifier: 'user_123',
  toolName: 'pipedrive_deal_update',
  toolInput: { deal_id: 9871, stage_id: nextStage },
});
console.log(`Deal moved from stage ${currentStage} to ${nextStage}`);

Python

# Fetch current deal details
deal = actions.execute_tool(
    connection_name="pipedrive",
    identifier="user_123",
    tool_name="pipedrive_deal_get",
    tool_input={"deal_id": 9871},
)
current_stage = deal["data"]["stage_id"]

# Fetch all stages in the pipeline to find the next one
stages = actions.execute_tool(
    connection_name="pipedrive",
    identifier="user_123",
    tool_name="pipedrive_stages_list",
    tool_input={"pipeline_id": deal["data"]["pipeline_id"]},
)
stage_ids = sorted(s["id"] for s in stages["data"])
current_idx = stage_ids.index(current_stage)
if current_idx >= len(stage_ids) - 1:
    raise ValueError("Deal is already in the last stage")
next_stage = stage_ids[current_idx + 1]

# Advance the deal
actions.execute_tool(
    connection_name="pipedrive",
    identifier="user_123",
    tool_name="pipedrive_deal_update",
    tool_input={"deal_id": 9871, "stage_id": next_stage},
)
print(f"Deal moved from stage {current_stage} to {next_stage}")

List all activities due today:

Node.js

const today = new Date().toISOString().split('T')[0];

const activities = await actions.executeTool({
  connectionName: 'pipedrive',
  identifier: 'user_123',
  toolName: 'pipedrive_activities_list',
  toolInput: { start_date: today, end_date: today, done: 0, limit: 100 },
});

for (const act of activities.data.data ?? []) {
  console.log(`[${act.type}] ${act.subject} — due ${act.due_time}`);
}

Python

from datetime import date

today = date.today().isoformat()

activities = actions.execute_tool(
    connection_name="pipedrive",
    identifier="user_123",
    tool_name="pipedrive_activities_list",
    tool_input={
        "start_date": today,
        "end_date": today,
        "done": False,
        "limit": 100,
    },
)

for act in activities["data"]["data"] or []:
    print(f"[{act['type']}] {act['subject']} — due {act['due_time']}")

Bulk-update stalled deals:

Node.js

// Find all open deals that have not moved in 30+ days
const stalled = await actions.executeTool({
  connectionName: 'pipedrive',
  identifier: 'user_123',
  toolName: 'pipedrive_deals_list',
  toolInput: { status: 'open', limit: 200 },
});

const cutoff = new Date(Date.now() - 30 * 24 * 60 * 60 * 1000);
for (const deal of stalled.data.data ?? []) {
  if (deal.last_activity_date && new Date(deal.last_activity_date) < cutoff) {
    await actions.executeTool({
      connectionName: 'pipedrive',
      identifier: 'user_123',
      toolName: 'pipedrive_deal_update',
      toolInput: { deal_id: deal.id, status: 'lost' },
    });
    console.log(`Marked deal ${deal.id} (${deal.title}) as lost`);
  }
}

Python

# Find all open deals that have not moved in 30+ days
stalled = actions.execute_tool(
    connection_name="pipedrive",
    identifier="user_123",
    tool_name="pipedrive_deals_list",
    tool_input={"status": "open", "limit": 200},
)

from datetime import datetime, timedelta

cutoff = datetime.now() - timedelta(days=30)
for deal in stalled["data"]["data"] or []:
    last_activity = deal.get("last_activity_date")
    if last_activity and datetime.fromisoformat(last_activity) < cutoff:
        actions.execute_tool(
            connection_name="pipedrive",
            identifier="user_123",
            tool_name="pipedrive_deal_update",
            tool_input={"deal_id": deal["id"], "status": "lost"},
        )
        print(f"Marked deal {deal['id']} ({deal['title']}) as lost")

LangChain integration

Load all 68 Pipedrive tools as LangChain-compatible tools and let an LLM drive the CRM automatically.

import logging
import os
import time

from langchain_openai import ChatOpenAI
from langchain.agents import AgentExecutor, create_tool_calling_agent
from langchain_core.prompts import ChatPromptTemplate, MessagesPlaceholder
from scalekit import ScalekitClient

logging.basicConfig(level=logging.INFO)
logger = logging.getLogger(__name__)

scalekit_client = ScalekitClient(
    client_id=os.environ["SCALEKIT_CLIENT_ID"],
    client_secret=os.environ["SCALEKIT_CLIENT_SECRET"],
    environment_url=os.environ["SCALEKIT_ENV_URL"],
)

# Load Pipedrive tools for the user — retry on transient failures
MAX_RETRIES = 3
tools = None
for attempt in range(1, MAX_RETRIES + 1):
    try:
        tools = scalekit_client.actions.langchain.get_tools(
            connection_name="pipedrive",
            identifier="user_123",
        )
        logger.info("Loaded %d Pipedrive tools", len(tools))
        break
    except Exception as exc:
        logger.warning("get_tools attempt %d/%d failed: %s", attempt, MAX_RETRIES, exc)
        if attempt == MAX_RETRIES:
            raise RuntimeError("Failed to load Pipedrive tools after retries") from exc
        time.sleep(2 ** attempt)

llm = ChatOpenAI(model="gpt-4o", temperature=0)

prompt = ChatPromptTemplate.from_messages([
    ("system", "You are a sales operations assistant with full access to Pipedrive CRM. "
               "Help the user manage their pipeline, contacts, and activities accurately."),
    MessagesPlaceholder("chat_history", optional=True),
    ("human", "{input}"),
    MessagesPlaceholder("agent_scratchpad"),
])

agent = create_tool_calling_agent(llm, tools, prompt)
agent_executor = AgentExecutor(agent=agent, tools=tools, verbose=True)

try:
    result = agent_executor.invoke({
        "input": "Find all open deals worth more than $10,000 and schedule a follow-up call for each one due this Friday."
    })
    print(result["output"])
except Exception as exc:
    logger.error("Agent invocation failed: %s", exc)
    raise

Tool list

Deals

pipedrive_deal_create

Create a new deal in Pipedrive CRM. Requires a deal title. Link the deal to a person and organization to give it full contact context.

Name	Type	Required	Description
title	string	Yes	Name of the deal
value	number	No	Monetary value of the deal
currency	string	No	ISO 4217 currency code (e.g., USD, EUR). Defaults to the company currency
person_id	number	No	ID of the person linked to this deal
org_id	number	No	ID of the organization linked to this deal
pipeline_id	number	No	ID of the pipeline. Defaults to the first pipeline
stage_id	number	No	ID of the stage within the pipeline
status	string	No	Deal status: open, won, lost. Defaults to open
expected_close_date	string	No	Expected close date in YYYY-MM-DD format
probability	number	No	Win probability as a percentage (0–100)
owner_id	number	No	User ID of the deal owner. Defaults to the authenticated user
visible_to	number	No	Visibility: 1 = owner only, 3 = all users
label	string	No	Deal label

pipedrive_deal_get

Retrieve full details of a deal by ID, including linked person, organization, stage, and custom fields.

Name	Type	Required	Description
deal_id	number	Yes	ID of the deal to retrieve

pipedrive_deal_update

Update properties of an existing deal. Only the fields you provide are changed — other fields remain unchanged.

Name	Type	Required	Description
deal_id	number	Yes	ID of the deal to update
title	string	No	New deal title
value	number	No	New deal value
currency	string	No	New currency code
person_id	number	No	New linked person ID
org_id	number	No	New linked organization ID
pipeline_id	number	No	New pipeline ID
stage_id	number	No	New stage ID
status	string	No	New status: open, won, lost
expected_close_date	string	No	New expected close date (YYYY-MM-DD)
probability	number	No	New win probability (0–100)
owner_id	number	No	New owner user ID
visible_to	number	No	New visibility setting

pipedrive_deal_delete

Permanently delete a deal by ID. This action cannot be undone.

Name	Type	Required	Description
deal_id	number	Yes	ID of the deal to delete

pipedrive_deals_list

List deals with optional filtering by status, stage, pipeline, or owner. Supports pagination.

Name	Type	Required	Description
filter_id	number	No	ID of a saved filter to apply
status	string	No	Filter by status: open, won, lost, deleted, all_not_deleted
stage_id	number	No	Filter by stage ID
pipeline_id	number	No	Filter by pipeline ID
user_id	number	No	Filter by owner user ID
start	number	No	Pagination offset. Defaults to 0
limit	number	No	Number of results per page. Max 500, defaults to 100
sort	string	No	Sort field and direction (e.g., update_time DESC)

pipedrive_deals_search

Search deals by keyword across title, notes, and custom fields. Supports filtering by person, organization, or status.

Name	Type	Required	Description
term	string	Yes	Search keyword (minimum 2 characters)
fields	string	No	Comma-separated fields to search: custom_fields, notes, name, label, status
exact_match	boolean	No	When true, only exact phrase matches are returned
person_id	number	No	Filter results to deals linked to this person
org_id	number	No	Filter results to deals linked to this organization
status	string	No	Filter by deal status
start	number	No	Pagination offset
limit	number	No	Number of results per page. Max 500

pipedrive_deal_activities_list

List all activities associated with a deal, optionally filtered by completion status.

Name	Type	Required	Description
deal_id	number	Yes	ID of the deal
start	number	No	Pagination offset
limit	number	No	Number of results per page
done	number	No	Filter by completion: 0 = incomplete, 1 = done
exclude	string	No	Comma-separated activity IDs to exclude

pipedrive_deal_products_list

List all products attached to a deal, including unit price, quantity, and discount per product.

Name	Type	Required	Description
deal_id	number	Yes	ID of the deal
start	number	No	Pagination offset
limit	number	No	Number of results per page

pipedrive_deal_participants_list

List all person participants linked to a deal. Participants are contacts associated with a deal beyond the primary contact.

Name	Type	Required	Description
deal_id	number	Yes	ID of the deal
start	number	No	Pagination offset
limit	number	No	Number of results per page

Persons

pipedrive_person_create

Create a new person (contact) in Pipedrive. A person can have multiple email addresses and phone numbers.

Name	Type	Required	Description
name	string	Yes	Full name of the person
owner_id	number	No	User ID of the owner. Defaults to authenticated user
org_id	number	No	ID of the organization this person belongs to
email	string	No	Primary email address
phone	string	No	Primary phone number
visible_to	number	No	Visibility: 1 = owner only, 3 = all users
marketing_status	string	No	Marketing consent: subscribed, unsubscribed, no_consent, never_contacted

pipedrive_person_get

Retrieve full details of a person by ID, including linked organization, deals, and custom fields.

Name	Type	Required	Description
person_id	number	Yes	ID of the person to retrieve

pipedrive_person_update

Update properties of an existing person. Only the fields you provide are changed.

Name	Type	Required	Description
person_id	number	Yes	ID of the person to update
name	string	No	New full name
owner_id	number	No	New owner user ID
org_id	number	No	New organization ID
email	string	No	New primary email address
phone	string	No	New primary phone number
visible_to	number	No	New visibility setting
marketing_status	string	No	New marketing consent status

pipedrive_person_delete

Permanently delete a person by ID.

Name	Type	Required	Description
person_id	number	Yes	ID of the person to delete

pipedrive_persons_list

List persons with optional filtering by first character or saved filter. Supports pagination.

Name	Type	Required	Description
filter_id	number	No	ID of a saved filter to apply
first_char	string	No	Filter by first character of the person’s name
start	number	No	Pagination offset
limit	number	No	Number of results per page. Max 500, defaults to 100
sort	string	No	Sort field and direction

pipedrive_persons_search

Search persons by keyword across name, email, phone, and custom fields.

Name	Type	Required	Description
term	string	Yes	Search keyword (minimum 2 characters)
fields	string	No	Comma-separated fields to search: custom_fields, notes, name, email, phone
exact_match	boolean	No	When true, only exact phrase matches are returned
org_id	number	No	Filter to persons belonging to this organization
start	number	No	Pagination offset
limit	number	No	Number of results per page. Max 500

Organizations

pipedrive_organization_create

Create a new organization (company account) in Pipedrive.

Name	Type	Required	Description
name	string	Yes	Organization name
owner_id	number	No	User ID of the owner
address	string	No	Organization address
visible_to	number	No	Visibility: 1 = owner only, 3 = all users
label	string	No	Organization label

pipedrive_organization_get

Retrieve full details of an organization by ID, including linked persons and deals.

Name	Type	Required	Description
org_id	number	Yes	ID of the organization to retrieve

pipedrive_organization_update

Update properties of an existing organization.

Name	Type	Required	Description
org_id	number	Yes	ID of the organization to update
name	string	No	New organization name
owner_id	number	No	New owner user ID
address	string	No	New address
visible_to	number	No	New visibility setting

pipedrive_organization_delete

Permanently delete an organization by ID.

Name	Type	Required	Description
org_id	number	Yes	ID of the organization to delete

pipedrive_organizations_list

List organizations with optional filtering. Supports pagination and sorting.

Name	Type	Required	Description
filter_id	number	No	ID of a saved filter to apply
first_char	string	No	Filter by first character of the organization name
start	number	No	Pagination offset
limit	number	No	Number of results per page. Max 500, defaults to 100
sort	string	No	Sort field and direction

pipedrive_organizations_search

Search organizations by keyword across name, address, and notes.

Name	Type	Required	Description
term	string	Yes	Search keyword (minimum 2 characters)
fields	string	No	Comma-separated fields to search: custom_fields, notes, name, address
exact_match	boolean	No	When true, only exact phrase matches are returned
start	number	No	Pagination offset
limit	number	No	Number of results per page

pipedrive_organization_deals_list

List all deals linked to a specific organization. Useful for account-level pipeline views and competitive mapping.

Name	Type	Required	Description
org_id	number	Yes	ID of the organization
status	string	No	Filter by deal status: open, won, lost, deleted, all_not_deleted
start	number	No	Pagination offset
limit	number	No	Number of results per page. Max 500, defaults to 100
sort	string	No	Sort field and direction (e.g., update_time DESC)

pipedrive_person_deals_list

List all deals linked to a specific person. Use this to see all opportunities associated with a contact.

Name	Type	Required	Description
person_id	number	Yes	ID of the person
status	string	No	Filter by deal status: open, won, lost, deleted, all_not_deleted
start	number	No	Pagination offset
limit	number	No	Number of results per page. Max 500, defaults to 100
sort	string	No	Sort field and direction

Leads

pipedrive_lead_create

Create a new lead in Pipedrive. Leads are unqualified opportunities not yet placed in a pipeline. Convert to a deal with pipedrive_deal_create once qualified.

Name	Type	Required	Description
title	string	Yes	Title of the lead
owner_id	number	No	User ID of the lead owner
label_ids	array	No	Array of label UUIDs to apply
person_id	number	No	ID of the person linked to this lead
org_id	number	No	ID of the organization linked to this lead
value	object	No	Lead value: { "amount": 5000, "currency": "USD" }
expected_close_date	string	No	Expected close date in YYYY-MM-DD format
visible_to	number	No	Visibility: 1 = owner only, 3 = all users
was_seen	boolean	No	Whether the lead has been seen by the owner

pipedrive_lead_get

Retrieve full details of a lead by ID (UUID format).

Name	Type	Required	Description
lead_id	string	Yes	UUID of the lead to retrieve

pipedrive_lead_update

Update properties of an existing lead.

Name	Type	Required	Description
lead_id	string	Yes	UUID of the lead to update
title	string	No	New lead title
owner_id	number	No	New owner user ID
label_ids	array	No	New array of label UUIDs
person_id	number	No	New linked person ID
org_id	number	No	New linked organization ID
value	object	No	New lead value object
expected_close_date	string	No	New expected close date
is_archived	boolean	No	Archive or unarchive the lead
was_seen	boolean	No	Mark as seen or unseen

pipedrive_lead_delete

Permanently delete a lead by ID.

Name	Type	Required	Description
lead_id	string	Yes	UUID of the lead to delete

pipedrive_leads_list

List leads with optional filtering by archived status or saved filter.

Name	Type	Required	Description
filter_id	number	No	ID of a saved filter to apply
archived_status	string	No	Filter by archived state: archived, not_archived, all
start	number	No	Pagination offset
limit	number	No	Number of results per page. Max 500, defaults to 100
sort	string	No	Sort field and direction

pipedrive_leads_search

Search leads by keyword across title, notes, person name, and organization name.

Name	Type	Required	Description
term	string	Yes	Search keyword (minimum 2 characters)
fields	string	No	Comma-separated fields to search: custom_fields, notes, title
exact_match	boolean	No	When true, only exact phrase matches are returned
person_id	number	No	Filter to leads linked to this person
org_id	number	No	Filter to leads linked to this organization
start	number	No	Pagination offset
limit	number	No	Number of results per page

Activities

pipedrive_activity_create

Create a new activity (call, meeting, email, task, etc.) and optionally link it to a deal, person, or lead.

Name	Type	Required	Description
subject	string	Yes	Activity subject or title
type	string	Yes	Activity type: call, meeting, email, lunch, deadline, task, other
due_date	string	No	Due date in YYYY-MM-DD format
due_time	string	No	Due time in HH:MM (24-hour) format
duration	string	No	Duration in HH:MM format
deal_id	number	No	ID of the deal to link
lead_id	string	No	UUID of the lead to link
person_id	number	No	ID of the person to link
org_id	number	No	ID of the organization to link
note	string	No	Activity note or description (HTML allowed)
location	string	No	Activity location
busy_flag	boolean	No	Whether the time slot should show as busy
done	boolean	No	Mark the activity as done on creation
user_id	number	No	User ID of the activity owner

pipedrive_activity_get

Retrieve full details of an activity by ID.

Name	Type	Required	Description
activity_id	number	Yes	ID of the activity to retrieve

pipedrive_activity_update

Update properties of an existing activity.

Name	Type	Required	Description
activity_id	number	Yes	ID of the activity to update
subject	string	No	New subject
type	string	No	New activity type
due_date	string	No	New due date (YYYY-MM-DD)
due_time	string	No	New due time (HH:MM)
duration	string	No	New duration (HH:MM)
deal_id	number	No	New linked deal ID
person_id	number	No	New linked person ID
org_id	number	No	New linked organization ID
note	string	No	New note content
done	boolean	No	Mark as done (true) or incomplete (false)
busy_flag	boolean	No	New busy flag

pipedrive_activity_delete

Permanently delete an activity by ID.

Name	Type	Required	Description
activity_id	number	Yes	ID of the activity to delete

pipedrive_activities_list

List activities with optional filtering by type, user, date range, or completion status.

Name	Type	Required	Description
type	string	No	Filter by activity type (e.g., call, meeting)
user_id	number	No	Filter by owner user ID
filter_id	number	No	ID of a saved filter to apply
start_date	string	No	Inclusive start date filter (YYYY-MM-DD)
end_date	string	No	Inclusive end date filter (YYYY-MM-DD)
done	number	No	Filter by completion: 0 = incomplete, 1 = done
start	number	No	Pagination offset
limit	number	No	Number of results per page. Max 500, defaults to 100

pipedrive_activity_types_list

List all available activity types configured in the Pipedrive account (e.g., call, meeting, email, custom types).

This tool takes no parameters.

Notes

pipedrive_note_create

Create a note and attach it to a deal, person, organization, or lead.

Name	Type	Required	Description
content	string	Yes	Note content (HTML allowed)
deal_id	number	No	ID of the deal to link
person_id	number	No	ID of the person to link
org_id	number	No	ID of the organization to link
lead_id	string	No	UUID of the lead to link
user_id	number	No	User ID of the note author
pinned_to_deal_flag	boolean	No	Pin the note to the linked deal
pinned_to_person_flag	boolean	No	Pin the note to the linked person
pinned_to_org_flag	boolean	No	Pin the note to the linked organization

pipedrive_note_get

Retrieve the content and metadata of a note by ID.

Name	Type	Required	Description
note_id	number	Yes	ID of the note to retrieve

pipedrive_note_update

Update the content or pin status of an existing note.

Name	Type	Required	Description
note_id	number	Yes	ID of the note to update
content	string	No	New note content
deal_id	number	No	New linked deal ID
person_id	number	No	New linked person ID
org_id	number	No	New linked organization ID
pinned_to_deal_flag	boolean	No	Update pin status for the linked deal
pinned_to_person_flag	boolean	No	Update pin status for the linked person
pinned_to_org_flag	boolean	No	Update pin status for the linked organization

pipedrive_note_delete

Permanently delete a note by ID.

Name	Type	Required	Description
note_id	number	Yes	ID of the note to delete

pipedrive_notes_list

List notes with optional filtering by linked object (deal, person, organization, or lead).

Name	Type	Required	Description
user_id	number	No	Filter by note author
deal_id	number	No	Filter by linked deal
person_id	number	No	Filter by linked person
org_id	number	No	Filter by linked organization
lead_id	string	No	Filter by linked lead UUID
start_date	string	No	Filter notes created after this date (YYYY-MM-DD)
end_date	string	No	Filter notes created before this date (YYYY-MM-DD)
pinned_to_deal_flag	boolean	No	Filter to notes pinned to deals
pinned_to_person_flag	boolean	No	Filter to notes pinned to persons
pinned_to_org_flag	boolean	No	Filter to notes pinned to organizations
start	number	No	Pagination offset
limit	number	No	Number of results per page

Files

pipedrive_file_upload

Upload a file and optionally attach it to a deal, person, organization, activity, note, lead, or product.

Name	Type	Required	Description
file	string	Yes	Base64-encoded file content or a public file URL
file_name	string	No	File name including extension
deal_id	number	No	ID of the deal to attach the file to
person_id	number	No	ID of the person to attach the file to
org_id	number	No	ID of the organization to attach the file to
activity_id	number	No	ID of the activity to attach the file to
note_id	number	No	ID of the note to attach the file to
lead_id	string	No	UUID of the lead to attach the file to
product_id	number	No	ID of the product to attach the file to

pipedrive_file_get

Retrieve metadata and download URL for a file by ID.

Name	Type	Required	Description
file_id	number	Yes	ID of the file to retrieve

pipedrive_file_delete

Permanently delete a file by ID.

Name	Type	Required	Description
file_id	number	Yes	ID of the file to delete

pipedrive_files_list

List all files uploaded to the Pipedrive account, with optional sorting and pagination.

Name	Type	Required	Description
start	number	No	Pagination offset
limit	number	No	Number of results per page
sort	string	No	Sort field and direction (e.g., update_time DESC)
include_deleted_files	boolean	No	Include soft-deleted files in the response

Pipelines

pipedrive_pipeline_create

Create a new sales pipeline.

Name	Type	Required	Description
name	string	Yes	Pipeline name
deal_probability	boolean	No	Whether deal probability tracking is enabled
order_nr	number	No	Display order of the pipeline

pipedrive_pipeline_get

Retrieve full details of a pipeline by ID, including its stages.

Name	Type	Required	Description
pipeline_id	number	Yes	ID of the pipeline to retrieve

pipedrive_pipeline_update

Update properties of an existing pipeline.

Name	Type	Required	Description
pipeline_id	number	Yes	ID of the pipeline to update
name	string	No	New pipeline name
deal_probability	boolean	No	Enable or disable probability tracking
order_nr	number	No	New display order
active	boolean	No	Archive (false) or reactivate (true) the pipeline

pipedrive_pipeline_delete

Permanently delete a pipeline and all its stages. Deals in the pipeline are not deleted but lose their pipeline association.

Name	Type	Required	Description
pipeline_id	number	Yes	ID of the pipeline to delete

pipedrive_pipelines_list

List all pipelines in the account.

This tool takes no required parameters.

Stages

pipedrive_stage_create

Create a new stage in a pipeline.

Name	Type	Required	Description
name	string	Yes	Stage name
pipeline_id	number	Yes	ID of the pipeline this stage belongs to
deal_probability	number	No	Default win probability for deals entering this stage (0–100)
rotten_flag	boolean	No	Enable rotting for deals that stay in this stage too long
rotten_days	number	No	Number of days before a deal is marked as rotten
order_nr	number	No	Display order within the pipeline

pipedrive_stage_get

Retrieve details of a stage by ID.

Name	Type	Required	Description
stage_id	number	Yes	ID of the stage to retrieve

pipedrive_stage_update

Update properties of an existing stage.

Name	Type	Required	Description
stage_id	number	Yes	ID of the stage to update
name	string	No	New stage name
pipeline_id	number	No	Move the stage to a different pipeline
deal_probability	number	No	New default win probability
rotten_flag	boolean	No	Enable or disable rotting
rotten_days	number	No	New rotten days threshold
order_nr	number	No	New display order
active_flag	boolean	No	Archive (false) or reactivate (true) the stage

pipedrive_stages_list

List all stages, optionally filtered by pipeline.

Name	Type	Required	Description
pipeline_id	number	No	Filter stages to this pipeline ID

Products

pipedrive_product_create

Create a new product in the Pipedrive product catalog.

Name	Type	Required	Description
name	string	Yes	Product name
code	string	No	Product SKU or code
unit	string	No	Unit of measurement (e.g., license, seat, hour)
price	number	No	Default unit price
tax	number	No	Tax percentage
category	string	No	Product category
owner_id	number	No	User ID of the product owner
visible_to	number	No	Visibility: 1 = owner only, 3 = all users
description	string	No	Product description

pipedrive_product_get

Retrieve full details of a product by ID.

Name	Type	Required	Description
product_id	number	Yes	ID of the product to retrieve

pipedrive_product_update

Update properties of an existing product.

Name	Type	Required	Description
product_id	number	Yes	ID of the product to update
name	string	No	New product name
code	string	No	New product code
unit	string	No	New unit of measurement
price	number	No	New unit price
tax	number	No	New tax percentage
category	string	No	New product category
description	string	No	New product description
visible_to	number	No	New visibility setting

pipedrive_product_delete

Permanently delete a product by ID.

Name	Type	Required	Description
product_id	number	Yes	ID of the product to delete

pipedrive_products_list

List all products in the catalog with optional filtering and pagination.

Name	Type	Required	Description
filter_id	number	No	ID of a saved filter to apply
start	number	No	Pagination offset
limit	number	No	Number of results per page. Max 500, defaults to 100
sort	string	No	Sort field and direction

Goals

pipedrive_goal_create

Create a new sales goal for a user or team.

Name	Type	Required	Description
title	string	Yes	Goal title
assignee	object	Yes	Goal assignee: { "id": 1, "type": "person" } or { "id": 2, "type": "company" }
type	object	Yes	Goal type: { "name": "deals_won", "params": { "pipeline_id": [1] } }
expected_outcome	object	No	{ "target": 50000, "tracking_metric": "sum", "currency_id": 1 }
duration	object	No	{ "start": "2026-01-01", "end": "2026-12-31" }
interval	string	Yes	Reporting interval: weekly, monthly, quarterly, yearly

pipedrive_goal_get

Retrieve full details and current progress of a goal by ID.

Name	Type	Required	Description
goal_id	string	Yes	UUID of the goal to retrieve

pipedrive_goal_update

Update an existing goal.

Name	Type	Required	Description
goal_id	string	Yes	UUID of the goal to update
title	string	No	New goal title
assignee	object	No	New assignee object
type	object	No	New goal type object
expected_outcome	object	No	New expected outcome object
duration	object	No	New duration object
interval	string	No	New reporting interval

pipedrive_goals_list

List all goals with optional filtering by type, assignee, or active status.

Name	Type	Required	Description
type_name	string	No	Filter by goal type name (e.g., deals_won, revenue)
assignee_id	number	No	Filter by assignee user ID
assignee_type	string	No	Filter by assignee type: person or company
is_active	boolean	No	Filter by active status
start	number	No	Pagination offset
limit	number	No	Number of results per page

Users

pipedrive_user_get

Retrieve details of a Pipedrive user by ID, including their role, email, and active status.

Name	Type	Required	Description
user_id	number	Yes	ID of the user to retrieve

pipedrive_users_list

List all users in the Pipedrive account.

This tool takes no required parameters.

Webhooks

pipedrive_webhook_create

Register a webhook to receive real-time HTTP notifications when Pipedrive objects are created, updated, or deleted.

Name	Type	Required	Description
subscription_url	string	Yes	HTTPS endpoint that will receive webhook payloads
event_action	string	Yes	Action to subscribe to: * (all), added, updated, deleted, merged
event_object	string	Yes	Object type to subscribe to: * (all), deal, person, organization, lead, activity, note, pipeline, stage, product

pipedrive_webhook_delete

Delete a webhook subscription by ID. The endpoint will stop receiving notifications immediately.

Name	Type	Required	Description
webhook_id	number	Yes	ID of the webhook to delete

pipedrive_webhooks_list

List all active webhook subscriptions for the account.

This tool takes no required parameters.

Filters

pipedrive_filter_create

Create a reusable saved filter that can be passed as filter_id to any list endpoint.

Name	Type	Required	Description
name	string	Yes	Filter name
conditions	object	Yes	Filter conditions — see structure below
type	string	Yes	Object type this filter applies to: deals, leads, org, people, products, activity

conditions structure:

The conditions object uses a nested glue/conditions format. glue is either "and" or "or" and controls how conditions in the group are combined.

{
  "glue": "and",
  "conditions": [
    {
      "glue": "and",
      "conditions": [
        {
          "object": "deal",
          "field_id": "value",
          "operator": ">",
          "value": "10000",
          "extra_value": null
        },
        {
          "object": "deal",
          "field_id": "status",
          "operator": "=",
          "value": "open",
          "extra_value": null
        }
      ]
    }
  ]
}

Each condition has:

• object — the entity type (deal, person, org, lead, activity, product)
• field_id — the field name (e.g., value, status, stage_id, owner_id)
• operator — comparison operator: =, !=, <, >, <=, >=, CONTAINS, NOT CONTAINS, IS NULL, IS NOT NULL
• value — the comparison value (always a string, even for numbers)
• extra_value — used for range operators; null otherwise

pipedrive_filter_get

Retrieve a saved filter and its conditions by ID.

Name	Type	Required	Description
filter_id	number	Yes	ID of the filter to retrieve

pipedrive_filters_list

List all saved filters, optionally scoped to a specific object type.

Name	Type	Required	Description
type	string	No	Filter by object type: deals, leads, org, people, products, activity