Pipedrive CRM

- 155 tools covering core Pipedrive entities (deals, persons, organizations, activities, products, projects, tasks, leads, notes, mail, fields, pipelines, stages, boards, phases, users).
- Local stdio server distributed on npm; no third-party data routing.
- API-key authentication via the PIPEDRIVE_API_KEY environment variable.
- Delete/destructive tools are gated behind PIPEDRIVE_ENABLE_DESTRUCTIVE=true and disabled by default.
- Uses Pipedrive API v2 where available, with v1 fallback for notes, mail, users, and leads CRUD.
- Written in TypeScript, requires Node.js >= 20, MIT licensed.

- pipedrive_list_deals: List deals from Pipedrive with optional filtering by owner, person, organization, pipeline, stage, or status. Returns paginated results.
- pipedrive_get_deal: Get detailed information about a specific deal by ID, including all standard and custom fields.
- pipedrive_create_deal: Create a new deal in Pipedrive. Only title is required; all other fields are optional.
- pipedrive_update_deal: Update an existing deal in Pipedrive. Specify the deal ID and any fields to update.
- pipedrive_search_deals: Search for deals by text in title. Supports fuzzy matching by default.
- pipedrive_list_deal_followers: List all followers for a deal.
- pipedrive_add_deal_follower: Add a follower to a deal.
- pipedrive_get_deal_followers_changelog: Get the followers changelog for a deal.
- pipedrive_list_deal_products: List line-item products attached to a deal. Returns paginated results.
- pipedrive_add_deal_product: Attach a single product as a line item to a deal.
- pipedrive_update_deal_product: Update a line-item product attached to a deal. All body fields optional.
- pipedrive_bulk_add_deal_products: Bulk-add up to 100 line-item products to a deal in one request.
- pipedrive_list_deal_discounts: List all additional discounts applied to a deal.
- pipedrive_add_deal_discount: Add an additional discount to a deal.
- pipedrive_update_deal_discount: Update an additional discount on a deal. All fields except IDs are optional.
- pipedrive_list_deal_installments: List installments across one or more deals. Requires deal_ids. Growth+ plan required.
- pipedrive_add_deal_installment: Add an installment (payment schedule entry) to a deal. Growth+ plan required; the deal must have at least one one-time product and no recurring products.
- pipedrive_update_deal_installment: Update an installment on a deal. Growth+ plan required; all body fields optional.
- pipedrive_list_archived_deals: List archived deals with the same filtering as the active deals list (owner, person, organization, pipeline, stage, status). Returns paginated results.
- pipedrive_get_deal_conversion_status: Get the status of a deal-to-lead conversion job. Status contract: 'completed' (terminal, carries lead_id), 'failed'/'rejected' (terminal, stop polling, no lead produced), 'not_started'/'running' (in-progress, re-poll). Only 'completed' carries lead_id, and conversion status is purged after a few days, so a 404 returned after a prior valid status means the status was purged (terminal stop-polling signal, not a transient error). Use a bounded poll budget (e.g. up to ~6 attempts with short backoff), not an unbounded loop.
- pipedrive_list_persons: List persons (contacts) from Pipedrive with optional filtering by owner, organization, or first letter of name.
- pipedrive_get_person: Get detailed information about a specific person by ID.
- pipedrive_create_person: Create a new person (contact) in Pipedrive. Only name is required.
- pipedrive_update_person: Update an existing person in Pipedrive.
- pipedrive_search_persons: Search for persons by name, email, or phone number.
- pipedrive_list_person_followers: List all followers for a person.
- pipedrive_add_person_follower: Add a follower to a person.
- pipedrive_get_person_followers_changelog: Get the followers changelog for a person.
- pipedrive_get_person_picture: Get the picture for a person (read-only; returns picture metadata and sized image URLs). Returns an error if the person has no picture.
- pipedrive_list_activities: List activities from Pipedrive with optional filtering by owner, deal, person, organization, type, or completion status.
- pipedrive_get_activity: Get detailed information about a specific activity by ID.
- pipedrive_create_activity: Create a new activity in Pipedrive. Subject and type are required.
- pipedrive_update_activity: Update an existing activity in Pipedrive. Use this to mark activities as done.
- pipedrive_list_notes: List notes from Pipedrive with optional filtering by deal, person, organization, or lead.
- pipedrive_get_note: Get detailed information about a specific note by ID.
- pipedrive_create_note: Create a new note in Pipedrive. Content is required. Link to a deal, person, organization, or lead.
- pipedrive_update_note: Update an existing note in Pipedrive.
- pipedrive_list_leads: List active (non-archived) leads from Pipedrive with optional filtering by owner, person, or organization.
- pipedrive_list_archived_leads: List archived leads from Pipedrive with optional filtering by owner, person, or organization.
- pipedrive_get_lead: Get detailed information about a specific lead by UUID.
- pipedrive_create_lead: Create a new lead in Pipedrive. Title is required; link to at least one of person_id or organization_id.
- pipedrive_update_lead: Update an existing lead in Pipedrive.
- pipedrive_search_leads: Search for leads in Pipedrive by title or associated contacts.
- pipedrive_get_lead_conversion_status: Get the status of an async lead-to-deal conversion by conversion ID (Pipedrive v2 GET /leads/{id}/convert/status/{conversion_id}).
- pipedrive_list_projects: List projects from Pipedrive with optional filtering by board, phase, or status. Returns paginated results. (Requires the Projects add-on; Projects API is in public beta.)
- pipedrive_get_project: Get detailed information about a specific project by ID. (Requires the Projects add-on; Projects API is in public beta.)
- pipedrive_create_project: Create a new project in Pipedrive. Requires title, board_id, and phase_id. (Requires the Projects add-on; Projects API is in public beta.)
- pipedrive_update_project: Update an existing project in Pipedrive. (Requires the Projects add-on; Projects API is in public beta.)
- pipedrive_search_projects: Search for projects in Pipedrive by title. (Requires the Projects add-on; Projects API is in public beta.)
- pipedrive_archive_project: Archive a project by setting its status to archived. (Requires the Projects add-on; Projects API is in public beta.)
- pipedrive_list_project_tasks: List tasks for a project you already have the ID for — pass only id (the project ID). For broader task queries use pipedrive_list_tasks. (Projects add-on; Projects API in public beta.)
- pipedrive_list_project_templates: List all project templates available in Pipedrive. Returns paginated results.
- pipedrive_get_project_template: Get detailed information about a specific project template by ID.
- pipedrive_list_archived_projects: List archived projects from Pipedrive with optional filtering by filter, phase, or status. (Projects add-on; Projects API in public beta.)
- pipedrive_get_project_permitted_users: Get the list of user IDs that have permission to access a project. Returns an array of integer user IDs. (Projects add-on; Projects API in public beta.)
- pipedrive_get_project_changelog: Get the changelog for a project, showing what changed, when, and by whom. Returns paginated entries with actor_user_id, new_values, and old_values. (Projects add-on; Projects API in public beta.)
- pipedrive_list_products: List products from Pipedrive with optional filtering by owner, IDs, or filter.
- pipedrive_get_product: Get detailed information about a specific product by ID.
- pipedrive_search_products: Search for products by name, code, or custom fields.
- pipedrive_create_product: Create a new product in Pipedrive. Only name is required.
- pipedrive_update_product: Update an existing product in Pipedrive.
- pipedrive_list_product_variations: List all variations for a product.
- pipedrive_add_product_variation: Add a variation to a product.
- pipedrive_update_product_variation: Update an existing product variation.
- pipedrive_list_product_followers: List all followers for a product.
- pipedrive_add_product_follower: Add a follower to a product.
- pipedrive_get_product_followers_changelog: Get the followers changelog for a product.
- pipedrive_get_product_image: Get the image of a product (returns a single image with a public URL valid for 7 days).
- pipedrive_upload_product_image: Upload an image for a product. Provide the image via EITHER file_path OR base64_data (exactly one required). Supports png, jpeg, gif, and webp. Note: file_path is read by the SERVER process via the filesystem and is disabled by default; the operator must set PIPEDRIVE_IMAGE_BASE_DIR and the path must resolve within it; otherwise use base64_data, which is transport-safe.
- pipedrive_update_product_image: Update (replace) the image of a product. Provide the image via EITHER file_path OR base64_data (exactly one required). Supports png, jpeg, gif, and webp. Note: file_path is read by the SERVER process via the filesystem and is disabled by default; the operator must set PIPEDRIVE_IMAGE_BASE_DIR and the path must resolve within it; otherwise use base64_data, which is transport-safe.
- pipedrive_list_tasks: General task query across all projects, with optional project_id, assignee_id, done/milestone, and parent filters. Use for anything beyond a single project's full task list. (Projects add-on; Projects API in public beta.)
- pipedrive_get_task: Get detailed information about a specific task by ID. (Projects add-on; Projects API in public beta.)
- pipedrive_create_task: Create a new task in a project. title and project_id are required. Use boolean is_done/is_milestone (same field names as the GET response); a milestone task must have a due_date. (Projects add-on; Projects API in public beta.)
- pipedrive_update_task: Update an existing task. Only id is required; all other fields are optional. Use boolean is_done/is_milestone (same field names as the GET response); a milestone task must have a due_date. (Projects add-on; Projects API in public beta.)
- pipedrive_list_boards: List all project boards. Returns the complete list (no pagination — the boards endpoint returns all records at once). (Projects add-on; Projects API in public beta.)
- pipedrive_get_board: Get detailed information about a specific project board by ID. (Projects add-on; Projects API in public beta.)
- pipedrive_create_board: Create a new project board. name is required. (Projects add-on; Projects API in public beta.)
- pipedrive_update_board: Update an existing project board. Only id is required; all other fields are optional. (Projects add-on; Projects API in public beta.)
- pipedrive_list_phases: List all phases for a project board. board_id is required. Returns the complete list (no pagination — the phases endpoint returns all records for a board at once). (Projects add-on; Projects API in public beta.)
- pipedrive_get_phase: Get detailed information about a specific project phase by ID. (Projects add-on; Projects API in public beta.)
- pipedrive_create_phase: Create a new project phase. name and board_id are required. (Projects add-on; Projects API in public beta.)
- pipedrive_update_phase: Update an existing project phase. Only id is required; all other fields are optional. Set board_id to move this phase to a different board. (Projects add-on; Projects API in public beta.)
- pipedrive_get_person_emails: Get email messages linked to a person (company-wide, all users' emails). Returns metadata for emails from any user's mailbox that are linked to this person. Note: To get full message body, use pipedrive_get_mail_message, but only for emails in YOUR mailbox.
- pipedrive_get_deal_emails: Get email messages linked to a deal (company-wide, all users' emails). Returns metadata for emails from any user's mailbox that are linked to this deal. Note: To get full message body, use pipedrive_get_mail_message, but only for emails in YOUR mailbox.
- pipedrive_list_mail_threads: List mail threads from YOUR mailbox only (authenticated user). Other users' threads are not accessible. Use folder parameter to filter by inbox, drafts, sent, or archive.
- pipedrive_get_mail_thread: Get a mail thread with messages. Access depends on visibility settings - threads visible within deals/persons you can access should work. Returns 404 if the thread isn't accessible to you.
- pipedrive_get_mail_message: Get full email message with body. Access depends on visibility settings - messages linked to deals/persons you can access should work, even if sent by other users.
- pipedrive_list_organization_fields: List all organization field definitions, including custom fields. Use this to map 40-character field keys to human-readable names.
- pipedrive_list_deal_fields: List all deal field definitions, including custom fields. Essential for understanding deal data structure.
- pipedrive_list_person_fields: List all person field definitions, including custom fields. Use to understand contact data structure.
- pipedrive_list_product_fields: List all product field definitions, including custom fields.
- pipedrive_list_project_fields: List all project field definitions, including custom fields. (Projects add-on; Projects API in public beta.)
- pipedrive_get_field: Get details of a specific field by its key. Useful for looking up what a 40-character hash field key means.
- pipedrive_create_deal_field: Create a deal custom field. field_name and field_type are required. For enum/set types, options is required. The response data.field_code is the 40-char hash you must keep to update or delete the field later.
- pipedrive_update_deal_field: Update a deal custom field by field_code. field_type and field_code cannot be changed.
- pipedrive_update_deal_field_options: Bulk-update option labels of a deal enum/set field. Atomic: the whole request fails if any option ID does not exist.
- pipedrive_create_person_field: Create a person custom field. field_name and field_type are required. For enum/set types, options is required. The response data.field_code is the 40-char hash to keep for later updates.
- pipedrive_update_person_field: Update a person custom field by field_code. field_type and field_code cannot be changed.
- pipedrive_update_person_field_options: Bulk-update option labels of a person enum/set field. Atomic: the whole request fails if any option ID does not exist.
- pipedrive_create_organization_field: Create an organization custom field. field_name and field_type are required. For enum/set types, options is required. The response data.field_code is the 40-char hash to keep for later updates.
- pipedrive_update_organization_field: Update an organization custom field by field_code. field_type and field_code cannot be changed.
- pipedrive_update_organization_field_options: Bulk-update option labels of an organization enum/set field. Atomic: the whole request fails if any option ID does not exist.
- pipedrive_create_product_field: Create a product custom field. field_name and field_type are required. For enum/set types, options is required. Product fields use a simpler model: no description, important_fields, or required_fields. The response data.field_code is the 40-char hash to keep for later updates.
- pipedrive_update_product_field: Update a product custom field by field_code. Only field_name and ui_visibility can be changed (product fields have no description/important_fields/required_fields).
- pipedrive_update_product_field_options: Bulk-update option labels of a product enum/set field. Atomic: the whole request fails if any option ID does not exist.
- pipedrive_list_organizations: List organizations from Pipedrive with optional filtering by owner or first letter of name.
- pipedrive_get_organization: Get detailed information about a specific organization by ID.
- pipedrive_create_organization: Create a new organization in Pipedrive. Only name is required.
- pipedrive_update_organization: Update an existing organization in Pipedrive.
- pipedrive_search_organizations: Search for organizations by name or address.
- pipedrive_list_organization_followers: List all followers for an organization.
- pipedrive_add_organization_follower: Add a follower to an organization.
- pipedrive_get_organization_followers_changelog: Get the followers changelog for an organization.
- pipedrive_list_pipelines: List sales pipelines in Pipedrive with cursor pagination. Pipelines contain stages that deals move through.
- pipedrive_list_stages: List stages with cursor pagination, optionally filtered by pipeline. Stages represent steps in the sales process.
- pipedrive_get_stage: Get details of a specific stage by ID.
- pipedrive_create_pipeline: Create a new sales pipeline. Only name is required. Set is_deal_probability_enabled to turn on weighted deal probability for the pipeline.
- pipedrive_update_pipeline: Update an existing pipeline. Provide the pipeline id and any fields to change.
- pipedrive_create_stage: Create a new stage in a pipeline. name and pipeline_id are required. Use is_deal_rot_enabled and days_to_rotten to configure deal rotting.
- pipedrive_update_stage: Update an existing stage. Provide the stage id and any fields to change. Set pipeline_id to move the stage to another pipeline.
- pipedrive_list_users: List all users in the Pipedrive account. Useful for finding owner IDs when creating or filtering records.
- pipedrive_get_user: Get details of a specific user by ID.
- pipedrive_get_current_user: Get details of the current user (API key owner). Useful for verifying connection and getting your user ID.