Pipedrive guMCP Server

Tools

• Get All Users

  Get data about all users within the company. Returns information about all team members and their access levels.

• Find Users By Name

  Find users by their name. Search for team members by name or email address within the company.

• Get Current User

  Get current user data. Returns data about the authorized user including company information, permissions, and locale settings.

• Get User

  Get details of a specific user. Returns comprehensive information about a team member within the company.

• List User Followers

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

• Create User

  Add a new user to the company. Creates a team member with email and access permissions, returns the ID upon success.

• Update User

  Update user details. Currently allows updating the active status of a user (activate/deactivate).

• List Activities

  Get all activities assigned to a particular user with filtering options. Returns activities like appointments, tasks, and events that can be associated with deals, leads, persons, and organizations.

• Get Activity

  Get details of a specific activity by ID. Returns comprehensive information about an activity including subject, type, participants, and scheduling details.

• Create Activity

  Create a new activity such as an appointment, task, or event. Activities can be associated with deals, leads, persons, and organizations.

• Update Activity

  Update the properties of an existing activity. You can modify scheduling, participants, status, and other activity details.

• Delete Activity

  Delete an activity by marking it as deleted. After 30 days, the activity will be permanently deleted.

• List Deals

  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 Deals

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

• Get Deal

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

• List Deal Files

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

• List Deal Products

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

• Get Deals Products

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

• Get Deal Conversion Status

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

• Create Deal

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

• Update Deal

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

• Delete Deal

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

• Add Deal Follower Or Participant

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

• Add Deal Product

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

• Update Deal Product

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

• Remove Deal Follower Or Participant

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

• Delete Deal Product

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

• Get Mail Message

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

• Get Mail Threads

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

• Get Mail Thread

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

• Get Mail Thread Messages

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

• Update Mail Thread

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

• Delete Mail Thread

  Delete mail thread. Marks a mail thread as deleted.

• Link User Video Integration

  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 User Video Integration

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

• Get All Notes

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

• Get Note

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

• Get Note Comments

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

• Get Note Comment

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

• Create Note

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

• Add Note Comment

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

• Update Note

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

• Update Note Comment

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

• Delete Note

  Delete a note. Permanently removes a specific note.

• Delete Note Comment

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

• Search Organizations

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

• Get Organization

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

• Create Organization

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

• Update Organization

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

• Delete Organization

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

• Add Organization Follower

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

• Delete Organization Follower

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

• Get Organization Relationships

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

• Create Organization Relationship

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

• Update Organization Relationship

  Update an organization relationship. Modifies existing relationships between organizations.

• Delete Organization Relationship

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

• List Persons

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

• Search Persons

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

• Get Person

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

• Create Person

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

• Update Person

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

• Delete Person

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

• List Products

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

• Search Products

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

• Get Product

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

• List Product Files

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

• List Product Followers

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

• Add Product Follower

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

• Delete Product Follower

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

• List Projects

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

• Get Project

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

• Create Project

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

• Update Project

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

• Delete Project

  Delete a project. Marks a project as deleted.

• Archive Project

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

• Get Project Plan

  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

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

• Update Project Activity

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

• Update Project Task

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

• List Project Boards

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

• Get Project Board

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

• List Project Phases

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

• Get Project Phase

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

• List Tasks

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

• Get Task

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

• Create Task

  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 Task

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

• Delete Task

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

• List Pipelines

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

• List Stages

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

• List Activity Types

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

• Search Items

  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.

• Search Item Field

  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.