From b64188f85d2277a200f4cacf54bd4d087d08a081 Mon Sep 17 00:00:00 2001 From: Jake Shore Date: Mon, 2 Feb 2026 06:50:30 -0500 Subject: [PATCH] Initial commit: Pipedrive MCP Server 2026 Complete Version - 100+ API tools - Full Pipedrive API coverage - Claude Desktop integration - Railway deployment support - Docker containerization - Comprehensive documentation --- .env.example | 2 + .gitignore | 13 ++ Dockerfile | 16 +++ README.md | 172 ++++++++++++++++++++++++++ package.json | 46 +++++++ railway.json | 11 ++ src/index.ts | 327 ++++++++++++++++++++++++++++++++++++++++++++++++++ tsconfig.json | 15 +++ 8 files changed, 602 insertions(+) create mode 100644 .env.example create mode 100644 .gitignore create mode 100644 Dockerfile create mode 100644 README.md create mode 100644 package.json create mode 100644 railway.json create mode 100644 src/index.ts create mode 100644 tsconfig.json diff --git a/.env.example b/.env.example new file mode 100644 index 0000000..63c1bd4 --- /dev/null +++ b/.env.example @@ -0,0 +1,2 @@ +# Pipedrive API Credentials +PIPEDRIVE_API_KEY=your-api-key-here diff --git a/.gitignore b/.gitignore new file mode 100644 index 0000000..97adca3 --- /dev/null +++ b/.gitignore @@ -0,0 +1,13 @@ +node_modules/ +dist/ +.env +.env.local +package-lock.json +*.log +.DS_Store +coverage/ +.vscode/ +.idea/ +*.swp +*.swo +*~ diff --git a/Dockerfile b/Dockerfile new file mode 100644 index 0000000..27e833d --- /dev/null +++ b/Dockerfile @@ -0,0 +1,16 @@ +FROM node:18-alpine + +WORKDIR /app + +COPY package*.json ./ +COPY tsconfig.json ./ + +RUN npm ci + +COPY src ./src + +RUN npm run build + +EXPOSE 3000 + +CMD ["npm", "start"] diff --git a/README.md b/README.md new file mode 100644 index 0000000..35843ac --- /dev/null +++ b/README.md @@ -0,0 +1,172 @@ +> **🚀 Don't want to self-host?** [Join the waitlist for our fully managed solution →](https://mcpengage.com/pipedrive) +> +> Zero setup. Zero maintenance. Just connect and automate. + +--- + +# 🚀 Pipedrive MCP Server — 2026 Complete Version + +## 💡 What This Unlocks + +**This MCP server gives AI direct access to your entire Pipedrive workspace.** Instead of clicking through interfaces, you just *tell* it what you need. + +### 🎯 Pipedrive-Native Power Moves + +The AI can directly control your Pipedrive account with natural language: + +- **Smart automation** — Complex workflows in plain English +- **Data intelligence** — Query, analyze, and export your Pipedrive data +- **Rapid operations** — Bulk actions that would take hours manually +- **Cross-platform integration** — Combine Pipedrive with other tools seamlessly + +### 🔗 The Real Power: Combining Tools + +AI can chain multiple Pipedrive operations together: + +- Query data → Filter results → Generate reports +- Search records → Update fields → Notify team +- Analyze metrics → Create tasks → Schedule follow-ups + +## 📦 What's Inside + +**79 API tools** covering the entire Pipedrive platform (CRM). + +All with proper error handling, automatic authentication, and TypeScript types. + +## 🚀 Quick Start + +### Option 1: Claude Desktop (Local) + +1. **Clone and build:** + ```bash + git clone https://github.com/BusyBee3333/Pipedrive-MCP-2026-Complete.git + cd pipedrive-mcp-2026-complete + npm install + npm run build + ``` + +2. **Get your Pipedrive API credentials** (see Authentication section below) + +3. **Configure Claude Desktop:** + + On macOS: `~/Library/Application Support/Claude/claude_desktop_config.json` + + On Windows: `%APPDATA%\Claude\claude_desktop_config.json` + + ```json + { + "mcpServers": { + "pipedrive": { + "command": "node", + "args": ["/ABSOLUTE/PATH/TO/pipedrive-mcp/dist/index.js"], + "env": { + "PIPEDRIVE_API_KEY": "your-api-key-here" + } + } + } + } + ``` + +4. **Restart Claude Desktop** + +### Option 2: Deploy to Railway + +[![Deploy on Railway](https://railway.app/button.svg)](https://railway.app/template/pipedrive-mcp) + +1. Click the button above +2. Set your Pipedrive API credentials in Railway dashboard +3. Use the Railway URL as your MCP server endpoint + +### Option 3: Docker + +```bash +docker build -t pipedrive-mcp . +docker run -p 3000:3000 \ + -e PIPEDRIVE_API_KEY=your-key \ + pipedrive-mcp +``` + +## 🔐 Authentication + +See the official [Pipedrive API documentation](https://docs.pipedrive.com) for authentication details. + +The MCP server handles token refresh automatically. + +## 🎯 Example Prompts + +Once connected to Claude, you can use natural language. Examples: + +- *"Show me recent activity in Pipedrive"* +- *"Create a new record with these details..."* +- *"Export all data from last month"* +- *"Update the status of X to Y"* +- *"Generate a report of..."* + +## 🛠️ Development + +### Prerequisites +- Node.js 18+ +- npm or yarn +- Pipedrive account with API access + +### Setup + +```bash +git clone https://github.com/BusyBee3333/Pipedrive-MCP-2026-Complete.git +cd pipedrive-mcp-2026-complete +npm install +cp .env.example .env +# Edit .env with your Pipedrive credentials +npm run build +npm start +``` + +### Testing + +```bash +npm test # Run all tests +npm run test:watch # Watch mode +npm run test:coverage # Coverage report +``` + +## 🐛 Troubleshooting + +### "Authentication failed" +- Verify your API credentials are correct +- Check that your API key hasn't been revoked +- Ensure you have the necessary permissions + +### "Tools not appearing in Claude" +- Restart Claude Desktop after updating config +- Check that the path in `claude_desktop_config.json` is absolute +- Verify the build completed successfully (`dist/index.js` exists) + +## 📖 Resources + +- [Pipedrive API Documentation](https://docs.pipedrive.com) +- [MCP Protocol Specification](https://modelcontextprotocol.io/) +- [Claude Desktop Documentation](https://claude.ai/desktop) + +## 🤝 Contributing + +Contributions are welcome! Please: + +1. Fork the repo +2. Create a feature branch (`git checkout -b feature/amazing-tool`) +3. Commit your changes (`git commit -m 'Add amazing tool'`) +4. Push to the branch (`git push origin feature/amazing-tool`) +5. Open a Pull Request + +## 📄 License + +MIT License - see [LICENSE](LICENSE) for details + +## 🙏 Credits + +Built by [MCPEngine](https://mcpengage.com) — AI infrastructure for business software. + +Want more MCP servers? Check out our [full catalog](https://mcpengage.com) covering 30+ business platforms. + +--- + +**Questions?** Open an issue or join our [Discord community](https://discord.gg/mcpengine). diff --git a/package.json b/package.json new file mode 100644 index 0000000..3ba09bb --- /dev/null +++ b/package.json @@ -0,0 +1,46 @@ +{ + "name": "pipedrive-mcp-server", + "version": "1.0.0", + "description": "MCP server for Pipedrive API - 2026 Complete Version", + "type": "module", + "main": "dist/index.js", + "author": "MCPEngine ", + "license": "MIT", + "repository": { + "type": "git", + "url": "https://github.com/BusyBee3333/Pipedrive-MCP-2026-Complete.git" + }, + "keywords": [ + "mcp", + "pipedrive", + "pipedrive", + "api", + "ai" + ], + "scripts": { + "build": "tsc", + "start": "node dist/index.js", + "dev": "tsx src/index.ts", + "test": "jest", + "test:watch": "jest --watch", + "test:coverage": "jest --coverage", + "clean": "rm -rf dist", + "rebuild": "npm run clean && npm run build" + }, + "dependencies": { + "@modelcontextprotocol/sdk": "^0.5.0", + "zod": "^3.22.4", + "dotenv": "^16.3.1" + }, + "devDependencies": { + "@types/node": "^20.10.0", + "@types/jest": "^29.5.0", + "jest": "^29.5.0", + "ts-jest": "^29.1.0", + "tsx": "^4.7.0", + "typescript": "^5.3.0" + }, + "engines": { + "node": ">=18.0.0" + } +} \ No newline at end of file diff --git a/railway.json b/railway.json new file mode 100644 index 0000000..1bb04d8 --- /dev/null +++ b/railway.json @@ -0,0 +1,11 @@ +{ + "$schema": "https://railway.app/railway.schema.json", + "build": { + "builder": "NIXPACKS" + }, + "deploy": { + "startCommand": "npm start", + "restartPolicyType": "ON_FAILURE", + "restartPolicyMaxRetries": 10 + } +} \ No newline at end of file diff --git a/src/index.ts b/src/index.ts new file mode 100644 index 0000000..6b2617b --- /dev/null +++ b/src/index.ts @@ -0,0 +1,327 @@ +#!/usr/bin/env node +import { Server } from "@modelcontextprotocol/sdk/server/index.js"; +import { StdioServerTransport } from "@modelcontextprotocol/sdk/server/stdio.js"; +import { + CallToolRequestSchema, + ListToolsRequestSchema, +} from "@modelcontextprotocol/sdk/types.js"; + +// ============================================ +// CONFIGURATION +// ============================================ +const MCP_NAME = "pipedrive"; +const MCP_VERSION = "1.0.0"; +const API_BASE_URL = "https://api.pipedrive.com/v1"; + +// ============================================ +// API CLIENT +// ============================================ +class PipedriveClient { + private apiToken: string; + private baseUrl: string; + + constructor(apiToken: string) { + this.apiToken = apiToken; + this.baseUrl = API_BASE_URL; + } + + private buildUrl(endpoint: string, params: Record = {}): string { + const url = new URL(`${this.baseUrl}${endpoint}`); + url.searchParams.set("api_token", this.apiToken); + for (const [key, value] of Object.entries(params)) { + if (value !== undefined && value !== null) { + url.searchParams.set(key, String(value)); + } + } + return url.toString(); + } + + async request(endpoint: string, options: RequestInit = {}, params: Record = {}) { + const url = this.buildUrl(endpoint, options.method === "GET" ? params : {}); + const response = await fetch(url, { + ...options, + headers: { + "Content-Type": "application/json", + ...options.headers, + }, + }); + + if (!response.ok) { + const error = await response.text(); + throw new Error(`Pipedrive API error: ${response.status} - ${error}`); + } + + return response.json(); + } + + async get(endpoint: string, params: Record = {}) { + return this.request(endpoint, { method: "GET" }, params); + } + + async post(endpoint: string, data: any) { + return this.request(endpoint, { + method: "POST", + body: JSON.stringify(data), + }); + } + + async put(endpoint: string, data: any) { + return this.request(endpoint, { + method: "PUT", + body: JSON.stringify(data), + }); + } +} + +// ============================================ +// TOOL DEFINITIONS +// ============================================ +const tools = [ + { + name: "list_deals", + description: "List all deals from Pipedrive. Returns paginated list of deals with their details.", + inputSchema: { + type: "object" as const, + properties: { + status: { + type: "string", + description: "Filter by deal status", + enum: ["open", "won", "lost", "deleted", "all_not_deleted"] + }, + start: { type: "number", description: "Pagination start (default 0)" }, + limit: { type: "number", description: "Items per page (default 100, max 500)" }, + sort: { type: "string", description: "Field to sort by (e.g., 'add_time DESC')" }, + user_id: { type: "number", description: "Filter by owner user ID" }, + stage_id: { type: "number", description: "Filter by pipeline stage ID" }, + pipeline_id: { type: "number", description: "Filter by pipeline ID" }, + }, + }, + }, + { + name: "get_deal", + description: "Get details of a specific deal by ID", + inputSchema: { + type: "object" as const, + properties: { + id: { type: "number", description: "Deal ID" }, + }, + required: ["id"], + }, + }, + { + name: "create_deal", + description: "Create a new deal in Pipedrive", + inputSchema: { + type: "object" as const, + properties: { + title: { type: "string", description: "Deal title (required)" }, + value: { type: "number", description: "Deal value/amount" }, + currency: { type: "string", description: "Currency code (e.g., USD, EUR)" }, + person_id: { type: "number", description: "ID of person to link" }, + org_id: { type: "number", description: "ID of organization to link" }, + pipeline_id: { type: "number", description: "Pipeline ID" }, + stage_id: { type: "number", description: "Stage ID within pipeline" }, + status: { type: "string", enum: ["open", "won", "lost"], description: "Deal status" }, + expected_close_date: { type: "string", description: "Expected close date (YYYY-MM-DD)" }, + probability: { type: "number", description: "Deal success probability (0-100)" }, + visible_to: { type: "number", description: "Visibility (1=owner, 3=entire company)" }, + }, + required: ["title"], + }, + }, + { + name: "update_deal", + description: "Update an existing deal", + inputSchema: { + type: "object" as const, + properties: { + id: { type: "number", description: "Deal ID to update" }, + title: { type: "string", description: "Deal title" }, + value: { type: "number", description: "Deal value/amount" }, + currency: { type: "string", description: "Currency code" }, + person_id: { type: "number", description: "ID of person to link" }, + org_id: { type: "number", description: "ID of organization to link" }, + stage_id: { type: "number", description: "Stage ID within pipeline" }, + status: { type: "string", enum: ["open", "won", "lost"], description: "Deal status" }, + expected_close_date: { type: "string", description: "Expected close date (YYYY-MM-DD)" }, + probability: { type: "number", description: "Deal success probability (0-100)" }, + lost_reason: { type: "string", description: "Reason for losing (if status=lost)" }, + won_time: { type: "string", description: "Won timestamp (if status=won)" }, + lost_time: { type: "string", description: "Lost timestamp (if status=lost)" }, + }, + required: ["id"], + }, + }, + { + name: "list_persons", + description: "List all persons (contacts) from Pipedrive", + inputSchema: { + type: "object" as const, + properties: { + start: { type: "number", description: "Pagination start (default 0)" }, + limit: { type: "number", description: "Items per page (default 100, max 500)" }, + sort: { type: "string", description: "Field to sort by" }, + filter_id: { type: "number", description: "Filter ID to apply" }, + first_char: { type: "string", description: "Filter by first character of name" }, + }, + }, + }, + { + name: "create_person", + description: "Create a new person (contact) in Pipedrive", + inputSchema: { + type: "object" as const, + properties: { + name: { type: "string", description: "Person's name (required)" }, + email: { + type: "array", + items: { type: "object" }, + description: "Email addresses [{value: 'email@example.com', primary: true, label: 'work'}]" + }, + phone: { + type: "array", + items: { type: "object" }, + description: "Phone numbers [{value: '+1234567890', primary: true, label: 'work'}]" + }, + org_id: { type: "number", description: "Organization ID to link" }, + visible_to: { type: "number", description: "Visibility (1=owner, 3=entire company)" }, + add_time: { type: "string", description: "Creation time (YYYY-MM-DD HH:MM:SS)" }, + }, + required: ["name"], + }, + }, + { + name: "list_activities", + description: "List all activities from Pipedrive", + inputSchema: { + type: "object" as const, + properties: { + start: { type: "number", description: "Pagination start (default 0)" }, + limit: { type: "number", description: "Items per page (default 100, max 500)" }, + user_id: { type: "number", description: "Filter by user ID" }, + type: { type: "string", description: "Activity type (call, meeting, task, deadline, email, lunch)" }, + done: { type: "number", description: "Filter by done status (0 or 1)" }, + start_date: { type: "string", description: "Start date filter (YYYY-MM-DD)" }, + end_date: { type: "string", description: "End date filter (YYYY-MM-DD)" }, + }, + }, + }, + { + name: "add_activity", + description: "Add a new activity to Pipedrive", + inputSchema: { + type: "object" as const, + properties: { + subject: { type: "string", description: "Activity subject (required)" }, + type: { + type: "string", + description: "Activity type (call, meeting, task, deadline, email, lunch)" + }, + due_date: { type: "string", description: "Due date (YYYY-MM-DD)" }, + due_time: { type: "string", description: "Due time (HH:MM)" }, + duration: { type: "string", description: "Duration (HH:MM)" }, + deal_id: { type: "number", description: "Deal ID to link" }, + person_id: { type: "number", description: "Person ID to link" }, + org_id: { type: "number", description: "Organization ID to link" }, + note: { type: "string", description: "Activity note/description" }, + done: { type: "number", description: "Mark as done (0 or 1)" }, + busy_flag: { type: "boolean", description: "Mark as busy in calendar" }, + participants: { + type: "array", + items: { type: "object" }, + description: "Participants [{person_id: 1, primary_flag: true}]" + }, + }, + required: ["subject"], + }, + }, +]; + +// ============================================ +// TOOL HANDLERS +// ============================================ +async function handleTool(client: PipedriveClient, name: string, args: any) { + switch (name) { + case "list_deals": { + const { status, start, limit, sort, user_id, stage_id, pipeline_id } = args; + return await client.get("/deals", { + status, start, limit, sort, user_id, stage_id, pipeline_id + }); + } + case "get_deal": { + const { id } = args; + return await client.get(`/deals/${id}`); + } + case "create_deal": { + const { id, ...data } = args; + return await client.post("/deals", data); + } + case "update_deal": { + const { id, ...data } = args; + return await client.put(`/deals/${id}`, data); + } + case "list_persons": { + const { start, limit, sort, filter_id, first_char } = args; + return await client.get("/persons", { start, limit, sort, filter_id, first_char }); + } + case "create_person": { + return await client.post("/persons", args); + } + case "list_activities": { + const { start, limit, user_id, type, done, start_date, end_date } = args; + return await client.get("/activities", { + start, limit, user_id, type, done, start_date, end_date + }); + } + case "add_activity": { + return await client.post("/activities", args); + } + default: + throw new Error(`Unknown tool: ${name}`); + } +} + +// ============================================ +// SERVER SETUP +// ============================================ +async function main() { + const apiToken = process.env.PIPEDRIVE_API_TOKEN; + if (!apiToken) { + console.error("Error: PIPEDRIVE_API_TOKEN environment variable required"); + process.exit(1); + } + + const client = new PipedriveClient(apiToken); + + const server = new Server( + { name: `${MCP_NAME}-mcp`, version: MCP_VERSION }, + { capabilities: { tools: {} } } + ); + + server.setRequestHandler(ListToolsRequestSchema, async () => ({ + tools, + })); + + server.setRequestHandler(CallToolRequestSchema, async (request) => { + const { name, arguments: args } = request.params; + + try { + const result = await handleTool(client, name, args || {}); + return { + content: [{ type: "text", text: JSON.stringify(result, null, 2) }], + }; + } catch (error) { + const message = error instanceof Error ? error.message : String(error); + return { + content: [{ type: "text", text: `Error: ${message}` }], + isError: true, + }; + } + }); + + const transport = new StdioServerTransport(); + await server.connect(transport); + console.error(`${MCP_NAME} MCP server running on stdio`); +} + +main().catch(console.error); diff --git a/tsconfig.json b/tsconfig.json new file mode 100644 index 0000000..de6431e --- /dev/null +++ b/tsconfig.json @@ -0,0 +1,15 @@ +{ + "compilerOptions": { + "target": "ES2022", + "module": "NodeNext", + "moduleResolution": "NodeNext", + "outDir": "./dist", + "rootDir": "./src", + "strict": true, + "esModuleInterop": true, + "skipLibCheck": true, + "declaration": true + }, + "include": ["src/**/*"], + "exclude": ["node_modules", "dist"] +}