Pipedrive MCP Server: Official CRM AI Connector (2026)

Pipedrive shipped an official MCP server in 2026 linking Claude and Cursor to CRM data via OAuth. Open source servers add 155 tools for deals and contacts free.

Pipedrive MCP Server connects AI agents directly to your Pipedrive CRM. The official version, launched June 30, 2026, uses OAuth and needs no setup, free on any paid plan. Open source alternatives like the 155-tool ckalima server run locally via an API token for teams that want full control over deals, contacts and pipeline automation.

Pipedrive MCP Server is the official Model Context Protocol connector Pipedrive launched on June 30, 2026 at mcp.pipedrive.ai. It uses OAuth 2.0, so agents like Claude, ChatGPT and Cursor read and write deals, contacts and pipelines with no API key or code. It is free on every Pipedrive plan, starting at $14 per seat monthly. Open source community servers add over 150 more tools.

Maker: Pipedrive · Protocol: MCP · Auth: oauth

Compatible agents: Claude Desktop, Claude Code, Claude for Cowork, ChatGPT / OpenAI Agents SDK, Cursor, Windsurf, any MCP-compatible client

Required runtime: None for the official hosted server (OAuth only), Node.js 18+ for community STDIO servers, Docker optional for containerized community deployments

About Pipedrive MCP Server

Pipedrive MCP Server is the connector that lets an AI agent read and act on your Pipedrive CRM data instead of a human copying it by hand. Pipedrive, the CRM company founded in Tallinn, Estonia in 2010 and now used by more than 100,000 companies in 179 countries, launched its own official Model Context Protocol server on June 30, 2026, at mcp.pipedrive.ai. Alongside it, a set of open source community servers built on the same Pipedrive REST API already existed, the largest exposing over 300 individual tools. The official server is a hosted remote MCP endpoint reachable over HTTP, not a program you install. An agent connects to https://mcp.pipedrive.ai/mcp, the user authorizes access through a standard OAuth 2.0 popup, and every action the agent takes afterward is logged in Pipedrive's own change log and respects that user's existing role and visibility permissions. There is no API key to copy or rotate. Community servers work differently: they run as a local Node.js or Python process launched with a single command, authenticate with a personal Pipedrive API token set as an environment variable, and expose their tools over STDIO to any MCP-compatible client. Both flavors are usable from Claude Desktop, Claude Code, Claude for Cowork, ChatGPT's Agents SDK, Cursor and Windsurf, since all of them speak the same MCP protocol. The best-documented open source option, ckalima's pipedrive-mcp-server, exposes 155 tools across deals, persons, organizations, activities, leads, notes, products and pipelines, is contract-tested against Pipedrive's own OpenAPI spec with more than 1,700 tests, and gates destructive actions like delete behind an explicit flag. This makes it a solid fit for sales teams that want an agent to draft follow-up notes, move deals through stages, or summarize a pipeline without a human clicking through Pipedrive's UI for each task. The official server is free with any Pipedrive plan, which runs from Essential at $14 per seat per month to Enterprise at $79 per seat per month. The MIT-licensed community servers cost nothing beyond a Pipedrive account and API token. Pipedrive's own API enforces a daily token budget (30,000 base tokens times a plan multiplier times seat count) and burst limits of 20 to 120 requests per 2 seconds depending on plan, so heavy agent use shares the same quota as human API consumers. The official connector is still labeled Beta as of its June 2026 launch and its exact tool list is not publicly documented, unlike the transparent, versioned schemas the community servers publish on GitHub. Pipedrive's API is also mid-migration from v1 to v2, with v1 endpoints scheduled to sunset July 31, 2026, so any server still relying purely on v1 will need an update soon after.

Key Features

• Official OAuth connector: Pipedrive's own hosted MCP server at mcp.pipedrive.ai launched June 30, 2026, needs no API key and authorizes through a standard OAuth 2.0 popup.
• 155+ open source tools available: The leading community server, ckalima/pipedrive-mcp-server, exposes 155 tools across deals, persons, organizations, leads, products and pipelines under an MIT license.
• Permission-aware actions: Actions taken through the official connector inherit the connected user's existing Pipedrive role and visibility settings and are written to Pipedrive's audit log.
• Contract-tested against the real API: ckalima's server runs over 1,700 tests against Pipedrive's vendored OpenAPI spec and is v2-first with v1 fallback ahead of the July 31, 2026 v1 API sunset.
• Safe-write guardrails: Destructive operations like delete require an explicit confirm: "DELETE" parameter, and a dry_run flag lets an agent preview a write before committing it.
• Human-readable custom fields: Write tools accept custom_fields_by_name so an agent can set values like Tier or Expected Revenue by name instead of Pipedrive's internal hash keys.

Use Cases

• Agent-drafted deal follow-ups: An AI agent reads a stalled deal's history via pipedrive_get_deal and pipedrive_list_notes, then drafts and logs a follow-up note without a rep opening Pipedrive.
• Natural-language pipeline summaries: A sales manager asks Claude to summarize this week's pipeline movement; the agent calls list_deals and list_stages and returns a plain-English rollup instead of building a report by hand.
• Bulk contact and organization cleanup: An agent searches for duplicate persons or organizations, flags them, and merges or updates records in batches using the search and update tools instead of manual CSV exports.
• Lead-to-deal conversion automation: When a lead meets a scoring threshold, an agent calls pipedrive_convert_lead_to_deal to move it into the active pipeline automatically.
• Cross-tool CRM sync: An agent orchestrating a support ticket, a calendar invite and a Pipedrive deal keeps all three in sync in one conversation, since the CRM step is just another MCP tool call.

Install

Official (recommended): add connector URL https://mcp.pipedrive.ai/mcp in your MCP client and authorize via OAuth. Open source alternative: npx -y @ckalima/pipedrive-mcp-server

Requirements

• A Pipedrive account on any paid plan (Essential $14/seat/mo or higher)
• For the official server: authorize the connector via OAuth 2.0 in your MCP client (Claude Customize > Connectors > Add custom connector)
• For open source servers: Node.js 18+ and a personal Pipedrive API token set as PIPEDRIVE_API_TOKEN
• For open source servers: your Pipedrive company domain set as PIPEDRIVE_COMPANY_DOMAIN

Actions

List Deals

Returns a paginated list of deals, optionally filtered by stage, owner or status.

npx -y @ckalima/pipedrive-mcp-server
# then call tool: pipedrive_list_deals { "status": "open", "limit": 25 }

• status (string): Filter by deal status: open, won, lost or deleted.
• limit (number): Number of results per page.
• cursor (string): Pagination cursor from a previous response.

Create Deal

Creates a new deal in a pipeline stage.

pipedrive_create_deal { "title": "Acme Corp - Annual Plan", "value": 12000, "currency": "USD", "person_id": 42 }

• title (string) — required: Deal title.
• value (number): Deal monetary value.
• currency (string): ISO currency code.
• person_id (number): Linked contact person id.
• custom_fields_by_name (object): Custom field values keyed by human-readable field name instead of internal hash key.

Update Deal

Updates fields on an existing deal, such as moving it to a new stage.

pipedrive_update_deal { "id": 501, "stage_id": 3, "value": 15000 }

• id (number) — required: Deal id to update.
• stage_id (number): New pipeline stage id.
• value (number): Updated deal value.
• dry_run (boolean): Preview the change without applying it.

Search Deals

Full-text search across deal titles and notes.

pipedrive_search_deals { "term": "Acme renewal" }

• term (string) — required: Search query text.
• limit (number): Max results to return.

Delete Deal

Permanently deletes a deal. Disabled by default and requires an explicit confirmation string.

pipedrive_delete_deal { "id": 501, "confirm": "DELETE" }

• id (number) — required: Deal id to delete.
• confirm (string) — required: Must be the literal string DELETE to proceed.

List Persons

Returns a paginated list of contact records (people).

pipedrive_list_persons { "limit": 50 }

• limit (number): Results per page.
• offset (number): Pagination offset.

Create Person

Creates a new contact record.

pipedrive_create_person { "name": "Jane Lee", "email": "jane@acme.com", "org_id": 88 }

• name (string) — required: Contact's full name.
• email (string): Contact's email address.
• org_id (number): Linked organization id.

List Organizations

Returns companies/organizations stored in the CRM.

pipedrive_list_organizations { "limit": 25 }

• limit (number): Results per page.

Create Activity

Schedules a task, call or meeting linked to a deal or contact.

pipedrive_create_activity { "subject": "Follow-up call", "type": "call", "deal_id": 501, "due_date": "2026-07-10" }

• subject (string) — required: Activity title.
• type (string): Activity type: call, meeting, task, email or deadline.
• deal_id (number): Linked deal id.
• due_date (string): Due date in YYYY-MM-DD format.

Create Note

Adds a note to a deal, person or organization.

pipedrive_create_note { "content": "Customer wants a Q3 renewal quote.", "deal_id": 501 }

• content (string) — required: Note text.
• deal_id (number): Deal to attach the note to.
• person_id (number): Person to attach the note to.

List Leads

Returns leads that have not yet been converted into deals.

pipedrive_list_leads { "limit": 25 }

• limit (number): Results per page.

Convert Lead to Deal

Promotes a qualified lead into an active deal in the pipeline.

pipedrive_convert_lead_to_deal { "lead_id": 217, "pipeline_id": 1 }

• lead_id (string) — required: Id of the lead to convert.
• pipeline_id (number): Target pipeline for the new deal.

List Pipelines

Returns all sales pipelines and their stages configured in the account.

pipedrive_list_pipelines {}

Get Current User

Returns the identity and permissions of the account the agent is authenticated as.

pipedrive_get_current_user {}

How to Invoke

The official server exposes CRM actions as MCP tools over a hosted HTTP/SSE endpoint (mcp.pipedrive.ai/mcp) that any MCP client calls by tool name once OAuth is authorized. Open source servers (e.g. ckalima/pipedrive-mcp-server) run locally via npx and expose the same style of tools (pipedrive_list_deals, pipedrive_create_person, etc.) over STDIO.

Pricing

The official MCP server is included free with any Pipedrive CRM plan: Essential $14/seat/mo, Advanced, Professional, Power, up to Enterprise $79/seat/mo. Open source community servers (MIT license, e.g. ckalima/pipedrive-mcp-server, comma-compliance/pipedrive-mcp, @nubiia/mcp-pipedrive) are free to self-host and only require a Pipedrive account and API token.

Strengths

• The official server requires zero setup beyond an OAuth click, no API key to generate or rotate.
• Open source servers are MIT-licensed, actively maintained, and cover the vast majority of the Pipedrive API (up to 307 tools in the largest implementation).
• Rate limits scale with plan tier, and OAuth apps get 4x the burst allowance of API-token access.
• Works across every major MCP client: Claude, ChatGPT, Cursor and Windsurf, without per-client custom code.

Weaknesses

• The official server's exact tool list is not publicly documented and it is still labeled Beta as of its June 2026 launch.
• Community STDIO servers only run locally, so they need a machine or container to host them for always-on agent use.
• API token auth on community servers attributes every action to one Pipedrive user, without OAuth-level per-user scoping.
• Search calls cost 40 rate-limit tokens each, which can burn through the daily budget fast on data-heavy agent workflows.

View the official Pipedrive MCP Server skill page