mcpengine/servers/pipedrive/README.md

Pipedrive MCP Server

The most comprehensive Model Context Protocol (MCP) server for Pipedrive CRM — built with 118 production-ready tools and 27 rich UI applications.

🚀 Features

• 118 Production-Ready Tools — Complete Pipedrive API coverage across 16 functional areas
• 27 Rich UI Apps — Interactive React dashboards, grids, analytics, and management interfaces
• Full CRUD Operations — Create, read, update, delete, search, and bulk operations
• Advanced Analytics — Pipeline metrics, revenue tracking, conversion funnels, goal progress
• Webhook Management — Subscribe to real-time events, manage subscriptions
• Rate Limiting — Built-in API rate limit handling with automatic retries
• Type-Safe — Full TypeScript implementation with strict type checking
• Extensible — Modular architecture makes it easy to add custom tools

📦 Installation

From npm (coming soon)

npm install -g pipedrive-mcp

From Source

git clone <repository-url>
cd servers/pipedrive
npm install
npm run build

🔧 Configuration

MCP Settings (Claude Desktop, Continue, etc.)

Add to your MCP configuration file:

{
  "mcpServers": {
    "pipedrive": {
      "command": "npx",
      "args": ["-y", "pipedrive-mcp"],
      "env": {
        "PIPEDRIVE_API_TOKEN": "your-api-token-here",
        "PIPEDRIVE_COMPANY_DOMAIN": "your-company"
      }
    }
  }
}

Environment Variables

Variable	Required	Description
PIPEDRIVE_API_TOKEN	Yes	Your Pipedrive API token (Settings → API → Personal preferences)
PIPEDRIVE_COMPANY_DOMAIN	Yes	Your Pipedrive company domain (e.g., mycompany from mycompany.pipedrive.com)

Getting Your API Token

1. Log in to Pipedrive
2. Go to Settings → Personal preferences
3. Click API tab
4. Copy your Personal API token

🛠️ Tool Categories (118 Tools)

1. Deals (11 tools)

• pipedrive_deals_list — List all deals with filtering
• pipedrive_deals_get — Get specific deal details
• pipedrive_deals_create — Create new deal
• pipedrive_deals_update — Update deal details
• pipedrive_deals_delete — Delete deal
• pipedrive_deals_search — Search deals by term
• pipedrive_deals_duplicate — Duplicate existing deal
• pipedrive_deals_merge — Merge two deals
• pipedrive_deals_followers_list — List deal followers
• pipedrive_deals_followers_add — Add follower to deal
• pipedrive_deals_products — Manage deal products

2. Persons (10 tools)

• pipedrive_persons_list — List all persons
• pipedrive_persons_get — Get person details
• pipedrive_persons_create — Create new person
• pipedrive_persons_update — Update person
• pipedrive_persons_delete — Delete person
• pipedrive_persons_search — Search persons
• pipedrive_persons_merge — Merge two persons
• pipedrive_persons_deals — Get person's deals
• pipedrive_persons_followers — Manage person followers
• pipedrive_persons_picture — Manage person picture

3. Organizations (9 tools)

• pipedrive_organizations_list — List all organizations
• pipedrive_organizations_get — Get organization details
• pipedrive_organizations_create — Create new organization
• pipedrive_organizations_update — Update organization
• pipedrive_organizations_delete — Delete organization
• pipedrive_organizations_search — Search organizations
• pipedrive_organizations_merge — Merge two organizations
• pipedrive_organizations_deals — Get org's deals
• pipedrive_organizations_persons — Get org's persons

4. Activities (10 tools)

• pipedrive_activities_list — List all activities
• pipedrive_activities_get — Get activity details
• pipedrive_activities_create — Create new activity
• pipedrive_activities_update — Update activity
• pipedrive_activities_delete — Delete activity
• pipedrive_activities_bulk_delete — Delete multiple activities
• pipedrive_activities_bulk_update — Update multiple activities
• pipedrive_activities_types_list — List activity types
• pipedrive_activities_types_create — Create activity type
• pipedrive_activities_types_update — Update activity type

5. Pipelines (6 tools)

• pipedrive_pipelines_list — List all pipelines
• pipedrive_pipelines_get — Get pipeline details
• pipedrive_pipelines_create — Create new pipeline
• pipedrive_pipelines_update — Update pipeline
• pipedrive_pipelines_delete — Delete pipeline
• pipedrive_pipelines_deals — Get pipeline deals

6. Stages (8 tools)

• pipedrive_stages_list — List all stages
• pipedrive_stages_get — Get stage details
• pipedrive_stages_create — Create new stage
• pipedrive_stages_update — Update stage
• pipedrive_stages_delete — Delete stage
• pipedrive_stages_deals — Get stage deals
• pipedrive_stages_reorder — Reorder stages
• pipedrive_stages_conversion — Get conversion stats

7. Products (8 tools)

• pipedrive_products_list — List all products
• pipedrive_products_get — Get product details
• pipedrive_products_create — Create new product
• pipedrive_products_update — Update product
• pipedrive_products_delete — Delete product
• pipedrive_products_search — Search products
• pipedrive_products_deals — Get product deals
• pipedrive_products_followers — Manage followers

8. Leads (9 tools)

• pipedrive_leads_list — List all leads
• pipedrive_leads_get — Get lead details
• pipedrive_leads_create — Create new lead
• pipedrive_leads_update — Update lead
• pipedrive_leads_delete — Delete lead
• pipedrive_leads_search — Search leads
• pipedrive_leads_labels — Manage lead labels
• pipedrive_leads_sources — Manage lead sources
• pipedrive_leads_convert — Convert lead to deal

9. Notes (6 tools)

• pipedrive_notes_list — List all notes
• pipedrive_notes_get — Get note details
• pipedrive_notes_create — Create new note
• pipedrive_notes_update — Update note
• pipedrive_notes_delete — Delete note
• pipedrive_notes_comments — Manage note comments

10. Files (7 tools)

• pipedrive_files_list — List all files
• pipedrive_files_get — Get file details
• pipedrive_files_create — Upload new file
• pipedrive_files_update — Update file details
• pipedrive_files_delete — Delete file
• pipedrive_files_download — Download file
• pipedrive_files_link — Link file to entity

11. Filters (6 tools)

• pipedrive_filters_list — List all filters
• pipedrive_filters_get — Get filter details
• pipedrive_filters_create — Create new filter
• pipedrive_filters_update — Update filter
• pipedrive_filters_delete — Delete filter
• pipedrive_filters_apply — Apply filter to data

12. Goals (7 tools)

• pipedrive_goals_list — List all goals
• pipedrive_goals_get — Get goal details
• pipedrive_goals_create — Create new goal
• pipedrive_goals_update — Update goal
• pipedrive_goals_delete — Delete goal
• pipedrive_goals_results — Get goal results
• pipedrive_goals_progress — Track goal progress

13. Webhooks (6 tools)

• pipedrive_webhooks_list — List all webhooks
• pipedrive_webhooks_get — Get webhook details
• pipedrive_webhooks_create — Create new webhook
• pipedrive_webhooks_update — Update webhook
• pipedrive_webhooks_delete — Delete webhook
• pipedrive_webhooks_test — Test webhook

14. Users (5 tools)

• pipedrive_users_list — List all users
• pipedrive_users_get — Get user details
• pipedrive_users_current — Get current user
• pipedrive_users_permissions — Get user permissions
• pipedrive_users_followers — Manage user followers

15. Mail (8 tools)

• pipedrive_mail_threads_list — List mail threads
• pipedrive_mail_threads_get — Get thread details
• pipedrive_mail_messages_list — List messages
• pipedrive_mail_messages_get — Get message details
• pipedrive_mail_send — Send new email
• pipedrive_mail_sync — Sync mail account
• pipedrive_mail_folders — Manage folders
• pipedrive_mail_settings — Manage settings

16. Subscriptions (12 tools)

• pipedrive_subscriptions_list — List all subscriptions
• pipedrive_subscriptions_get — Get subscription details
• pipedrive_subscriptions_create — Create subscription
• pipedrive_subscriptions_update — Update subscription
• pipedrive_subscriptions_delete — Delete subscription
• pipedrive_subscriptions_payments — Track payments
• pipedrive_subscriptions_recurring — Manage recurring
• pipedrive_subscriptions_addons — Manage add-ons
• pipedrive_subscriptions_pause — Pause subscription
• pipedrive_subscriptions_resume — Resume subscription
• pipedrive_subscriptions_cancel — Cancel subscription
• pipedrive_subscriptions_renew — Renew subscription

🎨 UI Applications (27 Apps)

Deals & Pipeline Management

1. deal-dashboard — Executive dashboard with key deal metrics
2. deal-detail — Detailed deal view with timeline and activities
3. deal-grid — Sortable, filterable deal grid with bulk actions
4. deals-timeline — Visual timeline of deal progression
5. pipeline-kanban — Drag-and-drop kanban board for deals
6. pipeline-analytics — Pipeline health, conversion rates, forecasting
7. pipeline-funnel — Conversion funnel visualization
8. won-deals — Celebration board of closed-won deals

People & Organizations

9. person-detail — Comprehensive person profile
10. person-grid — People database with advanced filtering
11. org-detail — Organization profile with related entities
12. org-grid — Organizations table with search

Activities & Communication

13. activity-calendar — Calendar view of all activities
14. activity-dashboard — Activity metrics and insights
15. email-inbox — Mail threads and messages viewer
16. lead-inbox — Lead management interface
17. lead-detail — Detailed lead view with conversion tracking

Products & Revenue

18. product-catalog — Product library with pricing
19. product-detail — Product details with deal history
20. revenue-dashboard — Revenue analytics and forecasts
21. subscription-manager — Subscription lifecycle management

Content & Organization

22. note-manager — Notes library with search and tags
23. file-manager — File repository with previews
24. filter-manager — Create and manage custom filters

Analytics & Reporting

25. goal-tracker — Goals progress and achievement tracking
26. user-stats — User performance metrics
27. search-results — Universal search across all entities

📖 Usage Examples

Creating a Deal

// Using MCP tool
pipedrive_deals_create({
  title: "Enterprise Deal - Acme Corp",
  value: 50000,
  currency: "USD",
  person_id: 123,
  org_id: 456,
  pipeline_id: 1,
  stage_id: 2,
  expected_close_date: "2024-12-31"
})

Searching for Contacts

// Search persons by email
pipedrive_persons_search({
  term: "john@example.com",
  fields: "email",
  exact_match: true
})

Getting Pipeline Analytics

// Get pipeline metrics
pipedrive_pipelines_get({
  id: 1,
  totals_convert_currency: "USD"
})

// Get stage conversion rates
pipedrive_stages_conversion({
  pipeline_id: 1,
  start_date: "2024-01-01",
  end_date: "2024-12-31"
})

Managing Activities

// Create a meeting
pipedrive_activities_create({
  subject: "Product Demo",
  type: "meeting",
  due_date: "2024-06-15",
  due_time: "14:00",
  duration: "01:00",
  deal_id: 789,
  person_id: 123
})

// List today's activities
pipedrive_activities_list({
  start_date: "2024-06-12",
  end_date: "2024-06-12",
  user_id: 1
})

Setting Up Webhooks

// Subscribe to deal updates
pipedrive_webhooks_create({
  subscription_url: "https://your-app.com/webhooks/pipedrive",
  event_action: "updated",
  event_object: "deal"
})

// List all webhooks
pipedrive_webhooks_list()

Working with Products

// Add product to deal
pipedrive_deals_products({
  deal_id: 789,
  product_id: 456,
  item_price: 99.99,
  quantity: 10
})

// Search products by SKU
pipedrive_products_search({
  term: "SKU-12345",
  fields: "code"
})

🏗️ Architecture

servers/pipedrive/
├── src/
│   ├── index.ts              # MCP server entry point
│   ├── client.ts             # Pipedrive API client
│   ├── types.ts              # TypeScript type definitions
│   ├── tools/                # 16 tool modules (118 tools)
│   │   ├── deals-tools.ts
│   │   ├── persons-tools.ts
│   │   ├── organizations-tools.ts
│   │   ├── activities-tools.ts
│   │   ├── pipelines-tools.ts
│   │   ├── stages-tools.ts
│   │   ├── products-tools.ts
│   │   ├── leads-tools.ts
│   │   ├── notes-tools.ts
│   │   ├── files-tools.ts
│   │   ├── filters-tools.ts
│   │   ├── goals-tools.ts
│   │   ├── webhooks-tools.ts
│   │   ├── users-tools.ts
│   │   ├── mail-tools.ts
│   │   └── subscriptions-tools.ts
│   ├── apps/                 # 27 UI apps (React)
│   │   ├── deal-dashboard.ts
│   │   ├── pipeline-kanban.ts
│   │   ├── revenue-dashboard.ts
│   │   └── ... (24 more)
│   └── ui/
│       └── react-app/        # React source for apps
├── package.json
├── tsconfig.json
└── README.md

🔌 API Client Features

The built-in API client (PipedriveClient) provides:

• Automatic rate limiting — Respects Pipedrive API limits
• Retry logic — Auto-retry on rate limit and transient errors
• Type safety — Full TypeScript support
• Error handling — Descriptive error messages
• Pagination — Automatic pagination handling
• Authentication — Secure API token management

🧪 Development

Build

npm run build

Development Mode

npm run dev

Clean Build

npm run clean && npm run build

Type Checking

npx tsc --noEmit

📝 License

MIT License - see LICENSE file for details.

🤝 Contributing

Contributions welcome! Please:

1. Fork the repository
2. Create a feature branch
3. Add tests for new functionality
4. Submit a pull request

📚 Resources

• Pipedrive API Documentation
• Model Context Protocol Specification
• MCP TypeScript SDK

🆘 Support

For issues and questions:

• Open an issue on GitHub
• Check Pipedrive Developer Community
• Review MCP Documentation

🎯 Roadmap

• Additional webhook event handlers
• Custom field management tools
• Advanced search operators
• Bulk import/export capabilities
• Real-time collaboration features
• Enhanced analytics and reporting
• Custom dashboard builder
• Workflow automation tools

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