Pipedrive MCP Server

Get all deals (active or archived). Returns data about deals including monetary value, stage, owner, and associated contacts. Can filter by various criteria like owner, person, organization, pipeline, or stage.

Search all deals by title, notes, and/or custom fields. Found deals can be filtered by person ID, organization ID, and status.

Get details of a specific deal by ID. Returns comprehensive information about a deal including title, value, stage, pipeline, owner, and associated contacts.

List files attached to a specific deal. Returns information about files associated with the deal.

List products attached to a specific deal. Returns information about products and their details associated with the deal.

Get products attached to multiple deals. Returns data about products attached to the specified deals.

Get Deal conversion status (BETA). Returns information about the conversion status and lead ID if conversion was successful.

Add a new deal. Creates a deal with title and optional properties like owner, person, organization, pipeline, stage, value, and custom fields.

Update the properties of a deal. Updates an existing deal with new values for any of its properties.

Delete a deal. Marks a deal as deleted. After 30 days, the deal will be permanently deleted.

Add a follower or participant to a deal. Add users as followers or people as participants.

Add a product to a deal. Creates a new deal-product item with pricing, quantity, tax, and billing information.

Update the product attached to a deal. Updates the details of the product that has been attached to a deal.

Remove a follower or participant from a deal. Remove users as followers or participants from deals.

Delete an attached product from a deal. Removes a product attachment from a deal using the product_attachment_id.

Get details of a specific mail message. Returns data about email content, recipients, and metadata.

Get mail threads in a specified folder ordered by the most recent message. Lists email conversations from inbox, drafts, sent, or archive folders.

Get details of a specific mail thread. Returns information about an email conversation thread.

Get all mail messages inside a specified mail thread. Returns all emails in a conversation thread.

Update mail thread details. Update properties like associated deal, lead, sharing, read status, and archive status.

Delete mail thread. Marks a mail thread as deleted.

Link a user with the installed video call integration. Must be called after a user installs a video calling app to send user information.

Delete the link between a user and the installed video call integration. Removes the connection between user and video calling app.

Get all notes. Returns textual HTML-formatted information attached to deals, persons, organizations, leads, or projects.

Get details about a specific note. Returns information about a single note including content and metadata.

Get all comments for a note. Returns all comments associated with a specific note.

Get details of a specific comment. Returns information about a single comment on a note.

Add a new note. Creates a note with HTML content attached to deals, persons, organizations, leads, or projects.

Add a comment to a note. Creates a new comment on an existing note.

Update a note. Modifies the content and properties of an existing note.

Update a comment related to a note. Modifies the content of an existing comment.

Delete a note. Permanently removes a specific note.

Delete a comment related to a note. Permanently removes a specific comment from a note.

Search organizations by name, address, notes and/or custom fields. Comprehensive search across multiple organization fields.

Get details of a specific organization. Returns comprehensive information about a single organization including counts and relationships.

Add a new organization. Creates an organization with name and optional properties like owner, visibility, labels, address, and custom fields.

Update the properties of an organization. Modifies an existing organization with new values for any of its properties.

Delete an organization. Marks an organization as deleted. After 30 days, the organization will be permanently deleted.

Add a follower to an organization. Adds a user as a follower to the organization.

Delete a follower from an organization. Removes a user follower from the organization.

Get all relationships for an organization. Returns hierarchical (parent-child) or lateral relationships for a specified organization.

Create an organization relationship. Creates hierarchical (parent-child) or lateral relationships between organizations.

Update an organization relationship. Modifies existing relationships between organizations.

Delete an organization relationship. Permanently removes a relationship between organizations and returns the deleted ID.

Get all persons. Returns data about contacts/customers with filtering, sorting, and pagination. Includes comprehensive person information and relationships.

Search persons by name, email, phone, notes and/or custom fields. Comprehensive search across multiple person fields with organization filtering.

Get details of a specific person. Returns comprehensive information about a contact including relationships, counts, and marketing status.

Add a new person. Creates a contact with name and optional properties like owner, organization, emails, phones, visibility, labels, and marketing status.

Update the properties of a person. Modifies an existing contact with new values for any of its properties including marketing status.

Delete a person. Marks a person as deleted. After 30 days, the person will be permanently deleted.

Get all products. Returns data about goods or services with pricing, variations, and currencies. Supports filtering by owner, custom fields, and sorting.

Search products by name, code and/or custom fields. Comprehensive search across product catalog with exact match and field-specific options.

Get details of a specific product. Returns comprehensive information about a product including pricing, variations, currencies, and custom fields.

List files attached to a product. Returns information about files associated with the product including metadata and download links.

List followers of a product. Returns users who are following the product with pagination support.

Add a follower to a product. Adds a user as a follower to the product for notifications and updates.

Delete a follower from a product. Removes a user follower from the product.

Get all projects. Returns ongoing, completed or canceled projects with filtering by status, phase, and boards. Supports cursor pagination.

Get details of a specific project. Returns comprehensive project information including custom fields with long hashes as keys.

Add a new project. Creates a project with title, board, phase and optional properties like description, owner, dates, deals, organization, person, and labels.

Update a project. Modifies an existing project with new values for title, board, phase, description, status, dates, associations, and labels.

Delete a project. Marks a project as deleted.

Archive a project. Archives a project to keep it but mark it as inactive.

Get project plan. Returns information about items in a project plan including tasks and activities linked to specific project phases and groups.

Get project groups. Returns all active groups under a specific project for organization and planning.

Update activity in project plan. Updates an activity phase or group assignment within a project plan.

Update task in project plan. Updates a task phase or group assignment within a project plan.

Get all project boards. Returns all project boards that are not deleted for project organization and management.

Get details of a project board. Returns comprehensive information about a specific project board.

Get project phases. Returns all active project phases under a specific board for project workflow management.

Get details of a project phase. Returns comprehensive information about a specific project phase.

Get all tasks. Returns tasks with filtering by assignee, project, parent task, and completion status. Supports cursor pagination.

Get details of a specific task. Returns comprehensive task information including title, description, assignee, project, parent task, completion status, and due date.

Add a new task. Creates a task with title, project assignment, and optional properties like description, parent task, assignee, completion status, and due date.

Update a task. Modifies an existing task with new values for title, project, description, parent task, assignee, completion status, and due date.

Delete a task. Marks a task as deleted. If the task has subtasks then those will also be deleted.

Get all pipelines. Returns data about all sales pipelines with sorting and pagination support.

Get all stages. Returns data about all pipeline stages with optional pipeline filtering, sorting and pagination support.

Get all activity types. Returns all available activity types including custom ones with their configuration details like name, icon, color, and active status.

Perform a comprehensive search across multiple item types. Search deals, persons, organizations, products, leads, files, mail attachments, and projects with advanced filtering and field-specific searching.

Perform a search using a specific field from an item type. Search for distinct field values or actual item IDs based on field content with exact, beginning, or middle matching.