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Pipedrive MCP Server
for AI Agents

Production-ready Pipedrive MCP server with 121 extensible actions — plus built-in authentication, security, and optimized execution.

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Pipedrive MCP Server
Built by StackOne StackOne

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121 Agent Actions

Create, read, update, and delete across Pipedrive — and extend your agent's capabilities with custom actions.

Authentication

Agent Tool Authentication

Per-user OAuth in one call. Your Pipedrive MCP server gets session-scoped tokens with zero credentials stored on your infra.

Agent Auth →

Security

Agent Protection

Every Pipedrive tool response scanned for prompt injection in milliseconds — 88.7% accuracy, all running on CPU.

Prompt Injection Defense →

Performance

Max Agent Context. Min Cost.

Free up to 96% of your agent's context window to enhance reasoning and reduce cost, on every Pipedrive call.

Tools Discovery →

What is the Pipedrive MCP Server?

A Pipedrive MCP server lets AI agents read and write Pipedrive data through the Model Context Protocol — Anthropic's open standard for connecting LLMs to external tools. StackOne's Pipedrive MCP server ships with 121 pre-built actions, fully extensible via the Connector Builder — plus managed authentication, prompt injection defense, and optimized agent context. Connect it from MCP clients like Claude Desktop, Cursor, and VS Code, or from agent frameworks like OpenAI Agents SDK, LangChain, and Vercel AI SDK.

All Pipedrive MCP Tools and Actions

Every action from Pipedrive's API, ready for your agent. Create, read, update, and delete — scoped to exactly what you need.

Users

  • Add User

    Invite a new user to the Pipedrive company account by email with configurable app access

  • List Users

    Retrieve all users in the Pipedrive company account, including active and inactive team members

  • Get User

    Retrieve full profile details of a specific Pipedrive user by their numeric ID

  • Update User

    Activate or deactivate a Pipedrive user account — uses HTTP PUT and requires active_flag in the body

Pipelines

  • Add Pipeline

    Create a new named sales pipeline in Pipedrive with optional per-stage deal probability tracking

  • List Pipelines

    Retrieve all sales pipelines in the Pipedrive account using cursor-based pagination

  • Get Pipeline

    Retrieve the full record of a single pipeline by its numeric ID, including name, active status, and deal probability settings

  • Update Pipeline

    Perform a partial update on an existing pipeline by ID — rename it or toggle deal probability tracking

  • Delete Pipeline

    Permanently delete a pipeline by its ID — deals in the pipeline are not deleted but become unlinked from the pipeline

Stages

  • Add Stage

    Create a new stage in a pipeline with a name, optional deal probability, and optional deal rot detection

  • List Stages

    Retrieve all pipeline stages in the Pipedrive account with optional filtering by pipeline ID

  • Get Stage

    Retrieve the full record of a single pipeline stage by its numeric ID, including pipeline assignment, deal probability, and deal rot settings

  • Update Stage

    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

  • Delete Stage

    Permanently delete a stage by its ID — deals in the stage are not deleted but become detached from the stage

Organizations

  • Add Organization

    Create a new organization (company/account) record in Pipedrive, optionally setting address, owner, visibility, labels, and custom fields

  • List Organizations

    Retrieve a paginated list of all organizations (companies/accounts) in Pipedrive with rich filtering by owner, update time, and saved filters

  • Get Organization

    Retrieve the full record of a single organization by its numeric ID, including address, owner, visibility, and optional computed counts

  • Search Organizations

    Full-text search across organizations by name, address, notes, or custom fields using GET /api/v2/organizations/search

  • Update Organization

    Perform a partial update on an existing organization by ID using HTTP PATCH — only fields provided in the request body are modified

  • Delete Organization

    Mark an organization as deleted by its ID — the record enters a 30-day grace period before permanent removal

Persons

  • Add Person

    Create a new person (contact) record in Pipedrive with name, emails, phones, linked organization, and custom fields

  • List Persons

    Retrieve a paginated list of all persons (contacts) in Pipedrive with filtering by owner, organization, deal, and update timestamps

  • Get Person

    Retrieve the full record of a single person (contact) by their numeric ID, including emails, phones, linked organization, and optional computed counts

  • Search Persons

    Full-text search across persons by name, email, phone, notes, or custom fields using GET /api/v2/persons/search with optional organization scoping

  • Update Person

    Perform a partial update on an existing person by ID using HTTP PATCH — only fields provided in the request body are modified

  • Delete Person

    Mark a person as deleted by their ID — the record enters a 30-day grace period before permanent removal

Deals

  • Add Deal

    Create a new sales deal in Pipedrive, optionally linking it to a person, organization, pipeline, and stage

  • List Deals

    Retrieve a paginated list of all Pipedrive deals with rich filtering by owner, person, organization, pipeline, stage, status, and time range

  • Get Deal

    Retrieve complete details of a single deal by ID, including value, pipeline position, linked contacts, and optional computed fields

  • Search Deals

    Full-text search across deals by title, custom fields, or notes with optional filters for person, organization, and status

  • Update Deal

    Perform a partial update on an existing deal by ID using HTTP PATCH — only fields provided in the request body are modified

  • Delete Deal

    Mark a deal as deleted by its ID — the deal enters a 30-day grace period before permanent removal

Products

  • Add Product

    Add a new product to the Pipedrive product inventory with pricing, tax, visibility, and custom field support

  • List Products

    Retrieve a paginated list of products from the Pipedrive inventory with optional filtering by owner, IDs, and update time

  • Get Product

    Retrieve full details of a single product by its numeric ID, including pricing, tax, visibility, and custom fields

  • Search Products

    Full-text search for products by name, SKU code, or custom field values with optional exact matching

  • Update Product

    Update one or more properties of an existing product by its numeric ID — only provided fields are changed

  • Delete Product

    Soft-delete a product by its numeric ID — the product is recoverable for 30 days before permanent deletion

Activitys

  • Add Activity

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

  • Get Activity

    Retrieve full details of a single activity by its numeric ID, including type, due date, participants, and linked entities

  • Update Activity

    Update one or more properties of an existing activity by its numeric ID — only provided fields are changed

  • Delete Activity

    Soft-delete an activity by its numeric ID — the activity is recoverable for 30 days before permanent deletion

Activity Types

  • Add Activity Type

    Create a new custom activity type with a name, icon, and optional color to categorize activities

  • List Activity Types

    Retrieve all activity type definitions (call, meeting, task, email, etc.) — use the key values when creating activities

Leads

  • Add Lead

    Create a new unqualified sales lead linked to a person or organization, before it enters a sales pipeline as a deal

  • List Leads

    Retrieve a paginated list of non-archived leads with optional filtering by owner, person, organization, or filter ID

  • Get Lead

    Retrieve full details of a single lead by its UUID, including value, expected close date, labels, and linked contact

  • Search Leads

    Full-text search for leads by title, notes, or custom field values with optional filtering by linked person or organization

  • Update Lead

    Update one or more properties of an existing lead by its UUID — only provided fields are changed

  • Delete Lead

    Permanently and immediately delete a lead by its UUID — this cannot be undone

Notes

  • Add Note

    Create a new HTML note and attach it to a deal, person, organization, or lead with optional pinning

  • List Notes

    Retrieve a paginated list of notes with filtering by linked entity (deal, person, org, lead), author, date range, and pin status

  • Get Note

    Retrieve the full content and metadata of a specific note by its numeric ID

  • Update Note

    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

  • Delete Note

    Permanently delete a note by its numeric ID — this cannot be undone

Projects

  • Add Project

    Create a new project in Pipedrive with title, board, phase, status, linked deals/person/organization, and template — requires Pipedrive Professional plan or higher

  • List Projects

    Retrieve all projects in Pipedrive with optional filtering by status or phase — requires Pipedrive Professional plan or higher

  • Get Project

    Retrieve the full record of a single project by its numeric ID — requires Pipedrive Professional plan or higher

  • Update Project

    Update properties of an existing project by ID — only fields provided are modified — requires Pipedrive Professional plan or higher

  • Delete Project

    Permanently delete a project by its ID — requires Pipedrive Professional plan or higher

Filters

  • Add Filter

    Create a new saved filter with AND/OR condition logic to reuse in list_deals, list_persons, list_organizations, and other list actions

  • List Filters

    Retrieve all saved Pipedrive filters with optional filtering by entity type (deals, leads, persons, organizations, products, activities, projects)

  • Get Filter

    Retrieve the full definition of a single saved filter by its ID, including the nested condition logic

  • Update Filter

    Update an existing saved filter's name or conditions — the conditions object is required even when only updating the name

  • Delete Filter

    Permanently delete a saved filter by its ID — any list actions currently using this filter_id will no longer be able to reference it

Goals

  • Add Goal

    Create a new sales or activity goal with an assignee, type, target metric, duration, and tracking interval — Pipedrive automatically creates a progress report

  • Update Goal

    Update an existing goal's title, assignee, type, expected outcome, duration, or interval — uses HTTP PUT; include all fields you want to preserve

  • Delete Goal

    Permanently delete a goal by its ID — this also removes the associated goal progress report

Roles

  • Add Role

    Create a new user role in Pipedrive with an optional parent role for hierarchical permission structures — requires admin scope

  • List Roles

    Retrieve all user roles within the Pipedrive company account — roles define permissions and data visibility for users

  • Get Role

    Retrieve the full record of a single user role by its numeric ID, including its name and parent role relationship

  • Update Role

    Update an existing role's name or parent role assignment — uses HTTP PUT; include all fields you want to preserve

  • Delete Role

    Permanently delete a role by its ID — users assigned to the deleted role are automatically reassigned to the default role

Webhooks

  • Create Webhook

    Create a new webhook subscription to receive real-time event notifications at a public URL when Pipedrive records are created, changed, or deleted

  • List Webhooks

    Retrieve all configured webhook subscriptions for the Pipedrive company account — requires admin scope

  • Delete Webhook

    Permanently delete a webhook subscription by its ID — Pipedrive will immediately stop sending events to the subscription URL

Deal Fields

  • Add Deal Field

    Create a new custom field on deal records to capture additional deal-specific data

  • List Deal Fields

    Retrieve all deal field definitions (standard and custom) to understand deal schema and discover custom field hash keys

  • Get Deal Field

    Retrieve the full metadata of a single deal field by its field code, including type, options, and key

  • Update Deal Field

    Rename an existing custom deal field — field type and field code cannot be changed after creation

  • Delete Deal Field

    Permanently delete a custom deal field by its field code — standard system fields cannot be deleted

Person Fields

  • Add Person Field

    Create a new custom field on person (contact) records to capture additional contact-specific data

  • List Person Fields

    Retrieve all person field definitions (standard and custom) to understand the contact schema and discover custom field hash keys

  • Get Person Field

    Retrieve the full metadata of a single person field by its field code, including type, options, and UI visibility

  • Update Person Field

    Rename an existing custom person field or update its UI visibility settings — field type and field code are immutable

  • Delete Person Field

    Permanently delete a custom person field by its field code — standard system fields cannot be deleted

Organization Fields

  • Add Organization Field

    Create a new custom field on organization records to capture additional company-specific data

  • List Organization Fields

    Retrieve all organization field definitions (standard and custom) to understand the organization schema and discover custom field keys

  • Get Organization Field

    Retrieve the full metadata of a single organization field by its field code, including type, options, and UI visibility

  • Update Organization Field

    Rename an existing custom organization field or update its UI visibility settings

  • Delete Organization Field

    Permanently delete a custom organization field by its field code — standard system fields cannot be deleted

Product Fields

  • Add Product Field

    Create a new custom field on product records to capture additional product-specific attributes

  • List Product Fields

    Retrieve all product field definitions (standard and custom) to discover field keys, category IDs, and enum options

  • Get Product Field

    Retrieve the full metadata of a single product field by its field code, including type, options, and optional UI visibility

  • Update Product Field

    Rename an existing custom product field or update its add product modal visibility — field type and code are immutable

  • Delete Product Field

    Permanently delete a custom product field by its field code — standard system fields cannot be deleted

Files

  • List Files

    Retrieve all files attached to Pipedrive records (deals, persons, organizations, products, notes, activities) using offset-based pagination

  • Get File

    Retrieve full metadata of a specific file by its ID, including name, size, MIME type, associated entity, and download URL

  • Delete File

    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

Other (22)

  • Add Product To Deal

    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

  • Get Current User

    Retrieve the profile of the currently authenticated user — used as the credential test action

  • List Permission Sets

    Retrieve all permission sets to use when assigning role-based access levels to new or existing users

  • Get User Permissions

    Retrieve the full aggregated permission set for a specific user showing what they can access and modify

  • Get Pipeline Conversion Rates

    Retrieve stage-by-stage deal conversion rate statistics for a pipeline over a specified date range to identify bottlenecks

  • Get Pipeline Movement Statistics

    Retrieve deal movement statistics for a pipeline over a date range — counts of new deals, stage moves, won deals, and lost deals

  • List Deal Products

    Retrieve all products attached to a specific deal, including per-product pricing, quantity, tax, discount, and variation details

  • Get Deals Summary

    Retrieve aggregated deal totals and counts with optional filtering — identical to get_deal_summary but available as a standalone action

  • List Product Variations

    Retrieve all variations of a specific product (e.g., different sizes or editions) with per-currency pricing

  • List Activities

    Retrieve a paginated list of activities (calls, meetings, tasks, emails) with filtering by owner, deal, person, lead, or organization

  • List Lead Labels

    Retrieve all lead label definitions (hot, warm, cold, and custom) — use the returned UUIDs in add_lead and update_lead

  • List Lead Sources

    Retrieve all predefined lead source types to understand how leads entered the Pipedrive system

  • Get Goal Results

    Retrieve actual vs expected progress results for a specific goal within a date period

  • Search Items

    Perform a global full-text search across all Pipedrive record types — deals, persons, organizations, products, leads, files, and projects — in a single request

  • Search Items By Field

    Search within a specific entity type by a specific field value — useful for field-level lookups and autocomplete functionality

  • Update File Details

    Update the visible name or description of an existing file — does not modify the file content itself

  • Find Users

    Search for Pipedrive users by name or email address to resolve user IDs

  • Merge Organizations

    Permanently merge a source organization into a target organization — the source is deleted and all associated data is transferred to the target

  • Merge Persons

    Permanently merge a source person into a target person — the source is deleted and all associated data is transferred to the target

  • Duplicate Deal

    Create an exact copy of an existing deal in the same pipeline and stage — useful for creating similar deals quickly

  • Merge Deals

    Permanently merge a source deal into a target deal — the source is deleted and all its associated data is transferred to the target

  • Find Goals

    Search for goals using type, title, assignee, active status, expected outcome, or date period filters

Set Up Your Pipedrive MCP Server in Minutes

One endpoint. Any framework. Your agent is talking to Pipedrive in under 10 lines of code.

MCP Clients

Agent Frameworks

Claude Desktop
{
  "mcpServers": {
    "stackone": {
      "command": "npx",
      "args": [
        "-y",
        "mcp-remote@latest",
        "https://api.stackone.com/mcp?x-account-id=<account_id>",
        "--header",
        "Authorization: Basic <YOUR_BASE64_TOKEN>"
      ]
    }
  }
}

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Pipedrive MCP Server FAQ

Pipedrive MCP server vs direct API integration — what's the difference?
A Pipedrive MCP server and direct API integration serve different use cases. Direct API integration is for software-to-software — backend code calling Pipedrive. A Pipedrive MCP server is for AI agents — MCP clients like Claude and Cursor, plus framework agents built with OpenAI, LangChain, or Vercel AI — discovering and calling Pipedrive at runtime. StackOne provides both.
How does Pipedrive authentication work for AI agents?
Pipedrive authentication for AI agents works through a StackOne Connect Session. Create one via the dashboard or the SDK — you get an auth link and ready-to-paste config for Claude Desktop, Cursor, and other MCP clients. Your user authenticates their own Pipedrive account; StackOne handles token exchange, storage, and refresh. Credentials never reach the LLM, and each user is isolated via origin_owner_id.
Are Pipedrive MCP tools vulnerable to prompt injection?
Yes — Pipedrive MCP tools can be vulnerable to indirect prompt injection. Any tool that reads user-written content — documents, messages, tickets, records, or free-text fields — is a potential vector. StackOne Defender scans every tool response before it enters the agent's context — regex patterns in ~1ms, then a MiniLM classifier in ~4ms. 88.7% accuracy, CPU-only.
What is the context bloat of a Pipedrive agent and how do I avoid it?
Context bloat happens when Pipedrive tool schemas and API responses eat your Pipedrive agent's memory, preventing it from reasoning effectively. A single Pipedrive query can return a massive JSON response, and connecting multiple tools compounds the problem. Tools Discovery and Code Mode reduce context bloat — loading only relevant tools per query and keeping raw responses out of the agent's context.
Can I limit which actions my Pipedrive agent can access?
Yes — you can limit which actions your Pipedrive agent can access directly from the StackOne dashboard. Toggle actions on or off, or restrict them to specific accounts, with no code changes to your agent. Session tokens can be scoped to exact actions so if one leaks, exposure stays contained.
Can I create custom agent actions for my Pipedrive MCP server?
Yes — you can create custom agent actions for your Pipedrive MCP server using Connector Builder. It's an integration agent your coding assistant (Claude Code, Cursor, or Copilot) can invoke to research Pipedrive's API, generate production-ready connector YAML, test against the live API, and validate before you ship.
When should I NOT use a Pipedrive MCP server?
Skip a Pipedrive MCP server if your integration is purely software-to-software — direct Pipedrive API integration is simpler when no AI agent is involved. For deterministic, compliance-critical operations (financial transactions, regulatory reporting), direct API gives you predictable behavior without agent-driven decision-making. MCP shines when AI agents need to dynamically discover and call Pipedrive actions at runtime.
What AI frameworks and AI clients does the StackOne Pipedrive MCP server support?
The StackOne Pipedrive MCP server supports both. MCP clients (paste-and-go apps): Claude Desktop, Claude Code, Cursor, VS Code, Goose. Agent frameworks (code SDKs you build with): OpenAI Agents SDK, Anthropic, Vercel AI, Google ADK, CrewAI, Pydantic AI, LangChain, LangGraph, Azure AI Foundry.

Put your AI agents to work

All the tools you need to build and scale AI agent integrations, with best-in-class connectivity, execution, and security.