# Pipedrive MCP Server

> Built by [Binar](https://binar.com) — free to use under the MIT license.

An MCP (Model Context Protocol) server for Pipedrive CRM. Connect Claude Code or Claude Desktop directly to your Pipedrive account and manage your CRM with natural language.

```
"Show me all open deals in the Sales pipeline"
"Create a follow-up call with Acme Corp for tomorrow at 2pm"
"Update John Smith's email address"
"Search for deals related to the enterprise contract"
```

---

## Quick Start

### 1. Get Your Pipedrive API Key

1. Log into Pipedrive
2. Go to **Settings → Personal preferences → API**
3. Copy your personal API token

### 2. Configure Claude Code

Add to your project's `.mcp.json`:

```json
{
  "mcpServers": {
    "pipedrive": {
      "command": "node",
      "args": ["/path/to/pipedrive-mcp-server/dist/index.js"],
      "env": {
        "PIPEDRIVE_API_KEY": "your-api-token-here"
      }
    }
  }
}
```

Or for Claude Desktop, add to `claude_desktop_config.json`:

```json
{
  "mcpServers": {
    "pipedrive": {
      "command": "node",
      "args": ["/path/to/pipedrive-mcp-server/dist/index.js"],
      "env": {
        "PIPEDRIVE_API_KEY": "your-api-token-here"
      }
    }
  }
}
```

### 3. Build

```bash
git clone https://github.com/binarapps/pipedrive-mcp-server.git
cd pipedrive-mcp-server
npm install
npm run build
```

---

## Available Tools

### Deals

| Tool | Description |
|------|-------------|
| `pipedrive_list_deals` | List deals with filtering by owner, person, org, pipeline, stage, status |
| `pipedrive_get_deal` | Get deal details by ID |
| `pipedrive_create_deal` | Create a new deal |
| `pipedrive_update_deal` | Update an existing deal |
| `pipedrive_search_deals` | Search deals by title, notes, or custom fields |
| `pipedrive_delete_deal` | Delete a deal |
| `pipedrive_get_deal_emails` | Get email threads linked to a deal |

### Persons

| Tool | Description |
|------|-------------|
| `pipedrive_list_persons` | List persons with filtering |
| `pipedrive_get_person` | Get person details by ID |
| `pipedrive_create_person` | Create a new person |
| `pipedrive_update_person` | Update name, emails, phones, org, custom fields |
| `pipedrive_search_persons` | Search by name, email, phone, custom fields |
| `pipedrive_delete_person` | Delete a person |
| `pipedrive_get_person_emails` | Get email threads linked to a person |

### Organizations

| Tool | Description |
|------|-------------|
| `pipedrive_list_organizations` | List organizations with filtering |
| `pipedrive_get_organization` | Get organization details |
| `pipedrive_create_organization` | Create a new organization |
| `pipedrive_update_organization` | Update an existing organization |
| `pipedrive_search_organizations` | Search by name, address, custom fields |
| `pipedrive_delete_organization` | Delete an organization |

### Activities

| Tool | Description |
|------|-------------|
| `pipedrive_list_activities` | List activities with filtering |
| `pipedrive_get_activity` | Get activity details |
| `pipedrive_create_activity` | Create a new activity (call, meeting, task, etc.) |
| `pipedrive_update_activity` | Update or mark activity as done |
| `pipedrive_delete_activity` | Delete an activity |

### Leads

| Tool | Description |
|------|-------------|
| `pipedrive_list_leads` | List leads |
| `pipedrive_get_lead` | Get lead details |
| `pipedrive_create_lead` | Create a new lead |
| `pipedrive_update_lead` | Update a lead |
| `pipedrive_delete_lead` | Delete a lead |
| `pipedrive_search_leads` | Search leads by title |

### Notes

| Tool | Description |
|------|-------------|
| `pipedrive_list_notes` | List notes with filtering |
| `pipedrive_get_note` | Get note details |
| `pipedrive_create_note` | Create a new note |
| `pipedrive_update_note` | Update a note |
| `pipedrive_delete_note` | Delete a note |
| `pipedrive_list_note_comments` | List comments on a note |
| `pipedrive_get_note_comment` | Get a specific comment by ID |
| `pipedrive_add_note_comment` | Add a comment to a note |
| `pipedrive_update_note_comment` | Update a comment's content |
| `pipedrive_delete_note_comment` | Delete a note comment |

### Mail / Mailbox

| Tool | Description |
|------|-------------|
| `pipedrive_list_mail_threads` | List mail threads by folder |
| `pipedrive_get_mail_thread` | Get a mail thread |
| `pipedrive_get_mail_thread_messages` | Get all messages in a thread |
| `pipedrive_get_mail_message` | Get full message body |
| `pipedrive_update_mail_thread` | Link thread to deal, mark read/archived |
| `pipedrive_delete_mail_thread` | Delete a mail thread |

### Pipelines & Stages

| Tool | Description |
|------|-------------|
| `pipedrive_list_pipelines` | List all pipelines |
| `pipedrive_get_pipeline` | Get pipeline details |
| `pipedrive_create_pipeline` | Create a new pipeline |
| `pipedrive_update_pipeline` | Update a pipeline |
| `pipedrive_delete_pipeline` | Delete a pipeline |
| `pipedrive_list_stages` | List stages in a pipeline |
| `pipedrive_get_stage` | Get stage details |
| `pipedrive_create_stage` | Create a new stage |
| `pipedrive_update_stage` | Update a stage |
| `pipedrive_delete_stage` | Delete a stage |

### Field Metadata

| Tool | Description |
|------|-------------|
| `pipedrive_list_deal_fields` | List all deal field definitions (including custom fields) |
| `pipedrive_list_person_fields` | List all person field definitions |
| `pipedrive_list_organization_fields` | List all organization field definitions |
| `pipedrive_list_activity_fields` | List all activity field definitions |
| `pipedrive_list_note_fields` | List all note field definitions |
| `pipedrive_list_lead_fields` | List all lead field definitions |
| `pipedrive_get_field` | Get a specific field by key (supports: deal, person, organization, activity) |

### Users

| Tool | Description |
|------|-------------|
| `pipedrive_list_users` | List all users |
| `pipedrive_get_user` | Get user details |
| `pipedrive_get_current_user` | Get the current API token owner |
| `pipedrive_find_users` | Find users by name or email address |

---

## API Versioning

Pipedrive is migrating to v2. This server uses the right version for each endpoint:

| API | Endpoints |
|-----|-----------|
| **v2** (`/api/v2`) | Deals, Persons, Organizations, Activities, Leads (search), Fields, Pipelines, Stages |
| **v1** (`/v1`) | Leads (CRUD), Notes, Mail/Mailbox, Users |

---

## Example Workflows

### Pipeline review
```
"Show me all open deals worth over $10k in the Enterprise pipeline"
"Move deal 1234 to the Proposal stage"
"Who owns the most open deals right now?"
```

### Contact management
```
"Find all contacts at Acme Corp"
"Update John Smith's email to john@acme.com"
"Create a new person: Sarah Connor, sarah@skynet.com, at org 42"
```

### Activity tracking
```
"List my overdue activities"
"Mark activity 789 as done"
"Create a follow-up meeting with deal 1234 for next Monday"
```

### Custom fields
```
"List all custom fields defined for deals"
"What does the field with key 'a8f3c2...' mean?"
```

---

## Development

```bash
npm install
npm run build      # compile TypeScript
npm run dev        # watch mode
npm test           # run tests
```

Test with MCP Inspector:
```bash
npx @modelcontextprotocol/inspector node dist/index.js
```

---

## License

MIT — free to use, modify, and distribute.

---

Built with ❤️ by [Binar](https://binar.com)