- Retrieve all users in the Pipedrive company account, including active and inactive team members
- Retrieve full profile details of a specific Pipedrive user by their numeric ID
- Retrieve the profile of the currently authenticated user — used as the credential test action
- Search for Pipedrive users by name or email address to resolve user IDs
- Invite a new user to the Pipedrive company account by email with configurable app access
- Activate or deactivate a Pipedrive user account — uses HTTP PUT and requires active_flag in the body
- Retrieve all permission sets to use when assigning role-based access levels to new or existing users
- Retrieve the full aggregated permission set for a specific user showing what they can access and modify
- Retrieve all sales pipelines in the Pipedrive account using cursor-based pagination
- Retrieve the full record of a single pipeline by its numeric ID, including name, active status, and deal probability settings
- Create a new named sales pipeline in Pipedrive with optional per-stage deal probability tracking
- Perform a partial update on an existing pipeline by ID — rename it or toggle deal probability tracking
- Permanently delete a pipeline by its ID — deals in the pipeline are not deleted but become unlinked from the pipeline
- Retrieve stage-by-stage deal conversion rate statistics for a pipeline over a specified date range to identify bottlenecks
- Retrieve deal movement statistics for a pipeline over a date range — counts of new deals, stage moves, won deals, and lost deals
- Retrieve all pipeline stages in the Pipedrive account with optional filtering by pipeline ID
- Retrieve the full record of a single pipeline stage by its numeric ID, including pipeline assignment, deal probability, and deal rot settings
- Create a new stage in a pipeline with a name, optional deal probability, and optional deal rot detection
- Perform a partial update on an existing pipeline stage by ID — rename it, move it to another pipeline, or change its deal probability and rot settings
- Permanently delete a stage by its ID — deals in the stage are not deleted but become detached from the stage
- Retrieve a paginated list of all organizations (companies/accounts) in Pipedrive with rich filtering by owner, update time, and saved filters
- Retrieve the full record of a single organization by its numeric ID, including address, owner, visibility, and optional computed counts
- Create a new organization (company/account) record in Pipedrive, optionally setting address, owner, visibility, labels, and custom fields
- Perform a partial update on an existing organization by ID using HTTP PATCH — only fields provided in the request body are modified
- Mark an organization as deleted by its ID — the record enters a 30-day grace period before permanent removal
- Full-text search across organizations by name, address, notes, or custom fields using GET /api/v2/organizations/search
- Permanently merge a source organization into a target organization — the source is deleted and all associated data is transferred to the target
- Retrieve a paginated list of all persons (contacts) in Pipedrive with filtering by owner, organization, deal, and update timestamps
- Retrieve the full record of a single person (contact) by their numeric ID, including emails, phones, linked organization, and optional computed counts
- Create a new person (contact) record in Pipedrive with name, emails, phones, linked organization, and custom fields
- Perform a partial update on an existing person by ID using HTTP PATCH — only fields provided in the request body are modified
- Mark a person as deleted by their ID — the record enters a 30-day grace period before permanent removal
- Full-text search across persons by name, email, phone, notes, or custom fields using GET /api/v2/persons/search with optional organization scoping
- Permanently merge a source person into a target person — the source is deleted and all associated data is transferred to the target
- Retrieve a paginated list of all Pipedrive deals with rich filtering by owner, person, organization, pipeline, stage, status, and time range
- Retrieve complete details of a single deal by ID, including value, pipeline position, linked contacts, and optional computed fields
- Create a new sales deal in Pipedrive, optionally linking it to a person, organization, pipeline, and stage
- Perform a partial update on an existing deal by ID using HTTP PATCH — only fields provided in the request body are modified
- Mark a deal as deleted by its ID — the deal enters a 30-day grace period before permanent removal
- Full-text search across deals by title, custom fields, or notes with optional filters for person, organization, and status
- Retrieve all products attached to a specific deal, including per-product pricing, quantity, tax, discount, and variation details
- Attach an existing product to a deal as a line item with a specified price, quantity, tax, and discount — the product must already exist in the product catalog
- Create an exact copy of an existing deal in the same pipeline and stage — useful for creating similar deals quickly
- Permanently merge a source deal into a target deal — the source is deleted and all its associated data is transferred to the target
- Retrieve aggregated deal totals and counts with optional filtering — identical to get_deal_summary but available as a standalone action
- Retrieve a paginated list of products from the Pipedrive inventory with optional filtering by owner, IDs, and update time
- Retrieve full details of a single product by its numeric ID, including pricing, tax, visibility, and custom fields
- Add a new product to the Pipedrive product inventory with pricing, tax, visibility, and custom field support
- Update one or more properties of an existing product by its numeric ID — only provided fields are changed
- Soft-delete a product by its numeric ID — the product is recoverable for 30 days before permanent deletion
- Full-text search for products by name, SKU code, or custom field values with optional exact matching
- Retrieve all variations of a specific product (e.g., different sizes or editions) with per-currency pricing
- Retrieve a paginated list of activities (calls, meetings, tasks, emails) with filtering by owner, deal, person, lead, or organization
- Retrieve full details of a single activity by its numeric ID, including type, due date, participants, and linked entities
- Create a new activity (call, meeting, task, email, etc.) in Pipedrive and optionally link it to a deal, lead, person, or organization
- Update one or more properties of an existing activity by its numeric ID — only provided fields are changed
- Soft-delete an activity by its numeric ID — the activity is recoverable for 30 days before permanent deletion
- Retrieve all activity type definitions (call, meeting, task, email, etc.) — use the key values when creating activities
- Create a new custom activity type with a name, icon, and optional color to categorize activities
- Retrieve a paginated list of non-archived leads with optional filtering by owner, person, organization, or filter ID
- Retrieve full details of a single lead by its UUID, including value, expected close date, labels, and linked contact
- Create a new unqualified sales lead linked to a person or organization, before it enters a sales pipeline as a deal
- Update one or more properties of an existing lead by its UUID — only provided fields are changed
- Permanently and immediately delete a lead by its UUID — this cannot be undone
- Full-text search for leads by title, notes, or custom field values with optional filtering by linked person or organization
- Retrieve all lead label definitions (hot, warm, cold, and custom) — use the returned UUIDs in add_lead and update_lead
- Retrieve all predefined lead source types to understand how leads entered the Pipedrive system
- Retrieve a paginated list of notes with filtering by linked entity (deal, person, org, lead), author, date range, and pin status
- Retrieve the full content and metadata of a specific note by its numeric ID
- Create a new HTML note and attach it to a deal, person, organization, or lead with optional pinning
- Update an existing note's content, linked entities, pin status, or author — uses HTTP PUT but omitted fields are preserved; send null to explicitly clear a field
- Permanently delete a note by its numeric ID — this cannot be undone
- Retrieve all projects in Pipedrive with optional filtering by status or phase — requires Pipedrive Professional plan or higher
- Retrieve the full record of a single project by its numeric ID — requires Pipedrive Professional plan or higher
- Create a new project in Pipedrive with title, board, phase, status, linked deals/person/organization, and template — requires Pipedrive Professional plan or higher
- Update properties of an existing project by ID — only fields provided are modified — requires Pipedrive Professional plan or higher
- Permanently delete a project by its ID — requires Pipedrive Professional plan or higher
- Retrieve all saved Pipedrive filters with optional filtering by entity type (deals, leads, persons, organizations, products, activities, projects)
- Retrieve the full definition of a single saved filter by its ID, including the nested condition logic
- Create a new saved filter with AND/OR condition logic to reuse in list_deals, list_persons, list_organizations, and other list actions
- Update an existing saved filter's name or conditions — the conditions object is required even when only updating the name
- Permanently delete a saved filter by its ID — any list actions currently using this filter_id will no longer be able to reference it
- Search for goals using type, title, assignee, active status, expected outcome, or date period filters
- Retrieve actual vs expected progress results for a specific goal within a date period
- Create a new sales or activity goal with an assignee, type, target metric, duration, and tracking interval — Pipedrive automatically creates a progress report
- Update an existing goal's title, assignee, type, expected outcome, duration, or interval — uses HTTP PUT; include all fields you want to preserve
- Permanently delete a goal by its ID — this also removes the associated goal progress report
- Retrieve all user roles within the Pipedrive company account — roles define permissions and data visibility for users
- Retrieve the full record of a single user role by its numeric ID, including its name and parent role relationship
- Create a new user role in Pipedrive with an optional parent role for hierarchical permission structures — requires admin scope
- Update an existing role's name or parent role assignment — uses HTTP PUT; include all fields you want to preserve
- Permanently delete a role by its ID — users assigned to the deleted role are automatically reassigned to the default role
- Retrieve all configured webhook subscriptions for the Pipedrive company account — requires admin scope
- Create a new webhook subscription to receive real-time event notifications at a public URL when Pipedrive records are created, changed, or deleted
- Permanently delete a webhook subscription by its ID — Pipedrive will immediately stop sending events to the subscription URL
- Retrieve all deal field definitions (standard and custom) to understand deal schema and discover custom field hash keys
- Retrieve the full metadata of a single deal field by its field code, including type, options, and key
- Create a new custom field on deal records to capture additional deal-specific data
- Rename an existing custom deal field — field type and field code cannot be changed after creation
- Permanently delete a custom deal field by its field code — standard system fields cannot be deleted
- Retrieve all person field definitions (standard and custom) to understand the contact schema and discover custom field hash keys
- Retrieve the full metadata of a single person field by its field code, including type, options, and UI visibility
- Create a new custom field on person (contact) records to capture additional contact-specific data
- Rename an existing custom person field or update its UI visibility settings — field type and field code are immutable
- Permanently delete a custom person field by its field code — standard system fields cannot be deleted
- Retrieve all organization field definitions (standard and custom) to understand the organization schema and discover custom field keys
- Retrieve the full metadata of a single organization field by its field code, including type, options, and UI visibility
- Create a new custom field on organization records to capture additional company-specific data
- Rename an existing custom organization field or update its UI visibility settings
- Permanently delete a custom organization field by its field code — standard system fields cannot be deleted
- Retrieve all product field definitions (standard and custom) to discover field keys, category IDs, and enum options
- Retrieve the full metadata of a single product field by its field code, including type, options, and optional UI visibility
- Create a new custom field on product records to capture additional product-specific attributes
- Rename an existing custom product field or update its add product modal visibility — field type and code are immutable
- Permanently delete a custom product field by its field code — standard system fields cannot be deleted
- Retrieve all files attached to Pipedrive records (deals, persons, organizations, products, notes, activities) using offset-based pagination
- Retrieve full metadata of a specific file by its ID, including name, size, MIME type, associated entity, and download URL
- Update the visible name or description of an existing file — does not modify the file content itself
- Mark a file as deleted by its ID — the file enters a 30-day grace period before permanent removal and is unlinked from its associated entity
- Perform a global full-text search across all Pipedrive record types — deals, persons, organizations, products, leads, files, and projects — in a single request
- Search within a specific entity type by a specific field value — useful for field-level lookups and autocomplete functionality
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