pipedrive-mcp-2026-complete/README.md

🚀 Don't want to self-host? Join the waitlist for our fully managed solution →

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 — and Claude becomes your intelligent sales copilot.

Pipedrive is the #1 CRM for visual pipeline management. This MCP server lets Claude manage your deals, contacts, and activities with natural language — no manual data entry required.

🎯 CRM Power Moves — Pipedrive Edition

Real workflows you can automate with natural language:

1. 🎯 Deal Pipeline Management — "Show me all deals in 'Proposal Sent' stage for more than 7 days, update their probability to 40%, and create follow-up activities for each"

2. 📞 Activity Automation — "List all calls and meetings scheduled for today, mark the completed ones as done, and create new follow-up tasks for tomorrow"

3. 👥 Contact Intelligence — "Find all persons added this week without a linked deal, create demo deals for the ones from enterprise companies, and schedule intro calls"

4. 💼 Sales Velocity Tracking — "Pull all deals won this month, calculate average time-to-close, and show me which stage has the longest average duration"

5. 🔄 Pipeline Health Checks — "Identify stale deals (>30 days in same stage), notify deal owners, and suggest next actions based on deal value and stage"

🔗 The Real Power: Combining Tools

AI can chain multiple Pipedrive operations together intelligently:

• Query deals → Filter by criteria → Update values → Add activities → Notify assignees
• Search persons → Create deals → Link organizations → Schedule meetings → Track progress
• List activities → Analyze patterns → Bulk update → Generate reports → Set reminders

📦 What's Inside

8 powerful API tools covering core Pipedrive sales operations:

• Deal Management — list_deals, get_deal, create_deal, update_deal
• Contact Management — list_persons, create_person
• Activity Tracking — list_activities, add_activity

All with proper error handling, automatic authentication, and TypeScript types.

🚀 Quick Start

Option 1: Claude Desktop (Local)

1. Clone and build:

   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 token:

   • Log into Pipedrive → Personal Preferences → API
   • Copy your personal API token
   • Or Settings → Personal Preferences → API (company-wide token)

3. Configure Claude Desktop:

   On macOS: ~/Library/Application Support/Claude/claude_desktop_config.json

   On Windows: %APPDATA%\Claude\claude_desktop_config.json

   {
     "mcpServers": {
       "pipedrive": {
         "command": "node",
         "args": ["/ABSOLUTE/PATH/TO/pipedrive-mcp-2026-complete/dist/index.js"],
         "env": {
           "PIPEDRIVE_API_TOKEN": "your-api-token-here"
         }
       }
     }
   }
   

4. Restart Claude Desktop — Pipedrive tools will appear in Claude's context

Option 2: Deploy to Railway

1. Click the button above
2. Set PIPEDRIVE_API_TOKEN in Railway dashboard
3. Use the Railway URL as your MCP server endpoint

Option 3: Docker

docker build -t pipedrive-mcp .
docker run -p 3000:3000 \
  -e PIPEDRIVE_API_TOKEN=your-token \
  pipedrive-mcp

🔐 Authentication

Pipedrive uses API Token authentication passed as a query parameter.

How to get your API token:

1. Log into your Pipedrive account
2. Click your profile icon → Personal Preferences
3. Navigate to the API tab
4. Copy your Personal API token
5. For company-wide access, admins can generate tokens in Settings

Security: API tokens have the same permissions as your user account. Store them securely and use environment variables (never commit to git).

Documentation: Pipedrive API Reference

The MCP server automatically appends your API token to all requests as ?api_token=xxx.

🎯 Example Prompts

Once connected to Claude, use natural language to control Pipedrive:

Deal Pipeline

• "Show me all open deals sorted by value, highest first"
• "Create a new deal 'Acme Enterprise License' worth $50,000 in stage 3"
• "Update deal 1234 to 'won' status and set the close date to today"
• "List all deals in stage 'Negotiation' assigned to user ID 5"
• "Find deals that have been in the same stage for more than 14 days"

Contact Management

• "List all persons added in the last 7 days"
• "Create a new contact: Sarah Johnson, sarah@techcorp.com, +1-555-0123, linked to org 789"
• "Show me all contacts without a linked deal and create demo deals for them"

Activity Scheduling

• "List all my calls and meetings for today"
• "Create a follow-up call activity for deal 456 tomorrow at 2pm"
• "Add a demo meeting activity linked to person 123 for next Monday"
• "Show all overdue activities and mark them as done"

Sales Intelligence

• "Calculate total pipeline value by stage"
• "Show me win rate: ratio of won deals to lost deals this month"
• "List all deals with probability >75% closing this quarter"
• "Find my best-performing pipeline stage by conversion rate"

Bulk Operations

• "Update all deals in stage 2 to add a 'needs follow-up' note"
• "Create activities for all deals without activity in the last 14 days"
• "Export all won deals from Q4 2025 with person and organization details"

🛠️ Development

Prerequisites

• Node.js 18+
• npm or yarn
• Pipedrive account with API access (available on all plans)

Setup

git clone https://github.com/BusyBee3333/Pipedrive-MCP-2026-Complete.git
cd pipedrive-mcp-2026-complete
npm install
cp .env.example .env
# Edit .env and add your PIPEDRIVE_API_TOKEN
npm run build
npm start

Testing

npm test                  # Run all tests
npm run test:watch        # Watch mode
npm run test:coverage     # Coverage report

Project Structure

pipedrive-mcp-2026-complete/
├── src/
│   └── index.ts          # Main server with 8 tool definitions
├── dist/                 # Compiled JavaScript
├── package.json
├── tsconfig.json
├── .env.example          # Template for environment variables
└── README.md             # This file

🐛 Troubleshooting

"Authentication failed" / "Unauthorized"

• Verify your API token is copied correctly from Personal Preferences → API
• Check that your token hasn't been regenerated (old tokens are invalidated)
• Ensure your user account has permissions for the actions you're attempting

"Tools not appearing in Claude"

• Restart Claude Desktop completely (Quit → Reopen)
• Verify the path in claude_desktop_config.json is absolute, not relative
• Confirm dist/index.js exists after npm run build
• Check Claude Desktop logs: tail -f ~/Library/Logs/Claude/mcp*.log (macOS)

"Rate limit exceeded"

• Pipedrive enforces rate limits (typically 10 req/sec for most plans)
• Enterprise plans have higher limits (100 req/sec)
• Add delays between bulk operations
• Check Pipedrive API rate limits

"Invalid ID" errors

• Pipedrive IDs are numeric integers (not prefixed like Close)
• Use list_* commands first to get valid IDs
• Deal IDs, Person IDs, Org IDs, Stage IDs are all separate namespaces

"Field not found" when creating/updating

• Custom fields use special naming: [custom_field_id] syntax
• Get field definitions via Pipedrive UI or use field mapping endpoints
• Check Custom Fields documentation

📖 Resources

• Pipedrive API Documentation — Official API reference
• Pipedrive Knowledge Base — CRM help and best practices
• Pipedrive Webhooks — Real-time event notifications
• MCP Protocol Specification — Learn about MCP
• Claude Desktop Documentation — Setup and usage

🤝 Contributing

Contributions are welcome! Please:

1. Fork the repo
2. Create a feature branch (git checkout -b feature/amazing-tool)
3. Add tests for new tools
4. Commit your changes (git commit -m 'Add amazing tool')
5. Push to the branch (git push origin feature/amazing-tool)
6. Open a Pull Request

Ideas for Contributions

• Add organization (company) management tools
• Implement custom field helpers
• Add webhook integration for real-time updates
• Create pipeline visualization exports
• Build sales forecasting tools
• Add note and file attachment support

📄 License

MIT License - see LICENSE for details

🙏 Credits

Built by MCPEngage — AI infrastructure for business software.

Want more MCP servers? Check out our full catalog covering 30+ business platforms including Close, HubSpot, Salesforce, and more.

---

Questions? Open an issue or join our Discord community.