pipedrive-mcp 0.5.0

MCP server that connects Claude Desktop to Pipedrive CRM

Pipedrive MCP Server

A Python-based MCP (Model Context Protocol) server that connects Claude to the Pipedrive CRM API. It runs locally via stdio and provides 57 tools for managing the full Pipedrive data model through natural language.

Installation

pip install pipedrive-mcp

Or run directly without installing (recommended for Claude Desktop):

uvx pipedrive-mcp

Project Structure

pipedrive_mcp/
├── __init__.py    ← Package version
├── pipedrive.py   ← Pipedrive API Connector (11 resource classes)
└── server.py      ← MCP Server (57 tools)

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Available Tools

57 tools across 12 categories:

Category	Tools	Operations
Deals	7	list, get, search, create, update, delete, list_deal_fields
Persons	6	list, get, search, create, update, delete
Organizations	6	list, get, search, create, update, delete
Activities	6	list, get, create, update, delete, list_activity_types
Notes	5	list, get, create, update, delete
Leads	7	list, get, search, create, update, delete, convert_to_deal
Pipelines & Stages	4	list_pipelines, get_pipeline, list_stages, get_stage
Products	6	list, get, search, create, update, delete
Deal Products	4	list, add, update, remove
Deal Participants	3	list, add, remove
Users / Team	2	list, get
Search	1	item_search (universal cross-entity search)

Key Features

• Owner assignment: create_deal and update_deal support owner_id to assign deals to team members
• Custom fields: create_deal supports custom_fields parameter for setting custom field values
• Search with data extraction: All search handlers extract structured data (id, name, org, score) from Pipedrive's nested response format
• Activity owner support: Activities use the v1 API to properly support user_id for owner assignment
• Timezone handling: API expects times in UTC — convert from your local timezone before passing due_time

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Setup

Claude Desktop Configuration

Add to ~/Library/Application Support/Claude/claude_desktop_config.json:

{
  "mcpServers": {
    "pipedrive": {
      "command": "uvx",
      "args": ["pipedrive-mcp"],
      "env": {
        "PIPEDRIVE_API_KEY": "YOUR_PIPEDRIVE_API_TOKEN"
      }
    }
  }
}

After changing the config: fully quit Claude Desktop (Cmd+Q) and restart.

Project Instructions (optional but recommended)

For best results, create a markdown file with your Pipedrive-specific context and add it to your Claude project instructions. Useful things to include:

• Your team's user/owner IDs (run list_users to find them)
• Your pipeline & stage IDs (run list_pipelines and list_stages)
• Your custom field hash keys (run list_deal_fields)
• Your timezone (API expects UTC — e.g. CET = UTC+1 in winter)
• Any activity type key_strings used in your workspace (list_activity_types)

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Troubleshooting

• MCP not visible? → Fully quit Claude Desktop (Cmd+Q) and restart
• API errors? → Check your API key in the config
• Module not found? → pip install pipedrive-mcp

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Planned Enhancements

• Webhook endpoint in MCP server for automatic triggers on Pipedrive stage changes
• Troi time tracking integration
• PyPI package for one-line installation via uvx pipedrive-mcp