<p style="text-align: justify">In MCP, <strong>tools</strong> are the actions that an AI assistant can perform in Pipedrive. Each tool is designed for a specific task, such as creating a deal, retrieving a contact's details or updating an activity.</p>
<p style="text-align: justify">When an AI assistant is connected to Pipedrive through MCP, it can use these tools to access information and perform actions on your behalf, based on the permissions you have granted.</p>
<p style="text-align: justify">Tool names follow a consistent naming pattern:</p>
<table><tbody><tr><td><div style="text-align: center"><kbd class="keyboard-input">getX</kbd></div></td><td><div style="text-align: center">Fetch a list</div></td></tr><tr><td><div style="text-align: center"><kbd class="keyboard-input">getX</kbd> (singular)</div></td><td><div style="text-align: center">Fetch one specific record</div></td></tr><tr><td><div style="text-align: center"><kbd class="keyboard-input">addX</kbd></div></td><td><div style="text-align: center">Create a new record</div></td></tr><tr><td><div style="text-align: center"><kbd class="keyboard-input">updateX</kbd></div></td><td><div style="text-align: center">Edit an existing record</div></td></tr><tr><td><div style="text-align: center"><kbd class="keyboard-input">searchX</kbd></div></td><td><div style="text-align: center">Find records by keyword or criteria</div></td></tr></tbody></table>
<hr>
<h2>Pipedrive-specific MCP tools<a name="pipedrive-specific-mcp-tools"></a></h2>
<h3>Activities<a name="activities"></a></h3>
<table><tbody><tr><td><div style="text-align: center"><strong>Tool</strong></div></td><td><div style="text-align: center"><strong>Action</strong></div></td><td><p style="text-align: center"><strong>Use case</strong></p></td></tr><tr><td><div style="text-align: center"><kbd class="keyboard-input">getActivities</kbd></div></td><td><div style="text-align: center">Fetch a list of activities</div></td><td><div style="text-align: center">"Show me all calls scheduled this week"</div></td></tr><tr><td><div style="text-align: center"><kbd class="keyboard-input">getActivity</kbd></div></td><td><div style="text-align: center">Fetch one specific activity</div></td><td><div style="text-align: center">"Get details of this particular meeting"</div></td></tr><tr><td><div style="text-align: center"><kbd class="keyboard-input">addActivity</kbd></div></td><td><div style="text-align: center">Create a new activity</div></td><td><div style="text-align: center">"Schedule a follow-up call with this contact"</div></td></tr><tr><td><div style="text-align: center"><kbd class="keyboard-input">updateActivity</kbd></div></td><td><div style="text-align: center">Edit an existing activity</div></td><td><div style="text-align: center">"Mark this call as done" or "Reschedule it"</div></td></tr></tbody></table>
<h3>Deals<a name="deals"></a></h3>
<table><tbody><tr><td><div style="text-align: center"><strong>Tool</strong></div></td><td><div style="text-align: center"><strong>Action</strong></div></td><td><p style="text-align: center"><strong>Use case</strong></p></td></tr><tr><td><div style="text-align: center"><kbd class="keyboard-input">getDeals</kbd></div></td><td><div style="text-align: center">Fetch a list of deals</div></td><td><div style="text-align: center">"Show me all open deals in my pipeline"</div></td></tr><tr><td><div style="text-align: center"><kbd class="keyboard-input">getDeal</kbd></div></td><td><div style="text-align: center">Fetch one specific deal</div></td><td><div style="text-align: center">"Get details of the Acme deal"</div></td></tr><tr><td><div style="text-align: center"><kbd class="keyboard-input">addDeal</kbd></div></td><td><div style="text-align: center">Create a new deal</div></td><td><div style="text-align: center">"Create a deal for this new prospect"</div></td></tr><tr><td><div style="text-align: center"><kbd class="keyboard-input">updateDeal</kbd></div></td><td><div style="text-align: center">Edit an existing deal</div></td><td><div style="text-align: center">"Move this deal to the next stage" or "Update the value"</div></td></tr><tr><td><div style="text-align: center"><kbd class="keyboard-input">searchDeals</kbd></div></td><td><div style="text-align: center">Search deals by keyword</div></td><td><div style="text-align: center">"find all deals mentioning <em>enterprise</em>"</div></td></tr></tbody></table>
<h3>Persons<a name="persons"></a></h3>
<table><tbody><tr><td><div style="text-align: center"><strong>Tool</strong></div></td><td><div style="text-align: center"><strong>Action</strong></div></td></tr><tr><td><div style="text-align: center"><kbd class="keyboard-input">getPersons</kbd></div></td><td><div style="text-align: center">Fetch a list of contacts</div></td></tr><tr><td><div style="text-align: center"><kbd class="keyboard-input">getPerson</kbd></div></td><td><div style="text-align: center">Fetch one specific contact</div></td></tr><tr><td><div style="text-align: center"><kbd class="keyboard-input">addPerson</kbd></div></td><td><div style="text-align: center">Create a new contact</div></td></tr><tr><td><div style="text-align: center"><kbd class="keyboard-input">updatePerson</kbd></div></td><td><div style="text-align: center">Edit an existing contact</div></td></tr><tr><td><div style="text-align: center"><kbd class="keyboard-input">searchPersons</kbd></div></td><td><div style="text-align: center">Find contacts by name, email or other criteria</div></td></tr></tbody></table>
<h3>Organizations<a name="organizations"></a></h3>
<table><tbody><tr><td><div style="text-align: center"><strong>Tool</strong></div></td><td><div style="text-align: center"><strong>Action</strong></div></td></tr><tr><td><div style="text-align: center"><kbd class="keyboard-input">getOrganizations</kbd></div></td><td><div style="text-align: center">Fetch a list of organizations</div></td></tr><tr><td><div style="text-align: center"><kbd class="keyboard-input">getOrganization</kbd></div></td><td><div style="text-align: center">Fetch one specific organization</div></td></tr><tr><td><div style="text-align: center"><kbd class="keyboard-input">addOrganization</kbd></div></td><td><div style="text-align: center">Create a new organization</div></td></tr><tr><td><div style="text-align: center"><kbd class="keyboard-input">updateOrganization</kbd></div></td><td><div style="text-align: center">Edit an existing organization</div></td></tr><tr><td><div style="text-align: center"><kbd class="keyboard-input">searchOrganization</kbd></div></td><td><div style="text-align: center">Search organizations by name or keyword</div></td></tr></tbody></table>
<h3>Leads<a name="leads"></a></h3>
<table><tbody><tr><td><div style="text-align: center"><strong>Tool</strong></div></td><td><div style="text-align: center"><strong>Action</strong></div></td></tr><tr><td><div style="text-align: center"><kbd class="keyboard-input">searchLeads</kbd></div></td><td><div style="text-align: center">Find leads by keyword or criteria</div></td></tr><tr><td><div style="text-align: center"><kbd class="keyboard-input">convertLeadToDeal</kbd></div></td><td><div style="text-align: center">Convert a lead into a deal</div></td></tr><tr><td><div style="text-align: center"><kbd class="keyboard-input">getLeadConversionStatus</kbd></div></td><td><div style="text-align: center">Check whether a lead has been converted and to which deal</div></td></tr></tbody></table>
<h3>Pipeline<a name="pipeline"></a></h3>
<table><tbody><tr><td><div style="text-align: center"><strong>Tool</strong></div></td><td><div style="text-align: center"><strong>Action</strong></div></td></tr><tr><td><div style="text-align: center"><kbd class="keyboard-input">getStages</kbd></div></td><td><div style="text-align: center">Fetch all stages in a pipeline</div></td></tr><tr><td><div style="text-align: center"><kbd class="keyboard-input">getStage</kbd></div></td><td><div style="text-align: center">Fetch details of one specific stage</div></td></tr></tbody></table>
<h3>Notes<a name="notes"></a></h3>
<table><tbody><tr><td><div style="text-align: center"><strong>Tool</strong></div></td><td><div style="text-align: center"><strong>Action</strong></div></td></tr><tr><td><div style="text-align: center"><kbd class="keyboard-input">getNotes</kbd></div></td><td><div style="text-align: center">Fetch the list of notes</div></td></tr><tr><td><div style="text-align: center"><kbd class="keyboard-input">getNote</kbd></div></td><td><div style="text-align: center">Fetch details of one specific note</div></td></tr><tr><td><div style="text-align: center"><kbd class="keyboard-input">addNote</kbd></div></td><td><div style="text-align: center">Adds a note attached to a deal/lead/contact/organization</div></td></tr><tr><td><div style="text-align: center"><kbd class="keyboard-input">updateNote</kbd></div></td><td><div style="text-align: center">Updates a specific note by its ID</div></td></tr></tbody></table>

Pipedrive MCP tools

pipedrive-specific-mcp-tools

activities

Activities

deals

Deals

persons

Persons

organizations

Organizations

leads

Leads

pipeline

Pipeline

notes

Notes

Pipedrive-specific MCP tools

<div style="text-align: justify" class="support-note success primary"><strong>Note: </strong>Claude can only access data and perform actions that your Pipedrive user account is authorized to access. Permissions are inherited from your existing Pipedrive role and visibility settings.</div>
<p style="text-align: justify">You can connect the Pipedrive MCP server to Claude to allow your AI assistant to securely access and interact with your Pipedrive data.</p>
<hr>
<h2 style="text-align: justify">Enable the Pipedrive MCP connector<a name="enable-the-pipedrive-mcp-connector"></a></h2>
<div style="text-align: justify" class="support-note success primary"><strong>Note:</strong> Before you begin, make sure that you have a Pipedrive account and have permissions to install and use connectors in Claude.</div>
<p style="text-align: justify">To enable the Pipedrive MCP connector for Claude go to <strong>“Customize”</strong> and select <strong>“Connectors”.</strong></p>
<p style="text-align: justify">Then, click on the <strong>“+”</strong> icon and select “<strong>Add custom connector”</strong>.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/claude%20mcp%201.png" alt=""></figure>
<p style="text-align: justify">Click <strong>”</strong><strong>Connect</strong><strong>”. </strong>Enter <kbd>Pipedrive MCP BETA</kbd> as the app name and in the <strong>”Connection”</strong> field, enter <kbd><a href="https://mcp.pipedrive.ai/mcp">https://mcp.pipedrive.ai/mcp</a></kbd><em> </em>and click <strong>”Add”</strong><em>.</em><strong><br></strong></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/claude%20mcp%202-1.png" alt=""></figure>
<div style="text-align: justify" class="support-note success primary"><strong>Note:</strong> If it’s the first time you’re connecting Pipedrive to Claude, you may be prompted to sign in to your Pipedrive account and authorize access.</div>
<p dir="ltr" style="text-align: justify">Review the requested permissions in the Pipedrive pop-up and click <strong>”Allow and install” </strong>to complete the installation process.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/claude%20mcp%203.png" alt=""></figure>
<p dir="ltr">Once the installation is complete, Claude will be authorized to access your Pipedrive account in accordance with your existing user permissions.</p>
<hr>
<h2 style="text-align: justify">Use Pipedrive MCP in Claude<a name="use-pipedrive-mcp-in-claude"></a></h2>
<p style="text-align: justify">Once the connector is enabled, you can start using Pipedrive MCP in your conversations with Claude.<br><br>Before starting a conversation, open a new chat and verify that <strong>Pipedrive MCP</strong> is enabled and available.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/claude%20mcp%204.png" alt=""></figure>
<p style="text-align: justify">Your AI assistant can now securely access Pipedrive data and perform supported actions based on the permissions granted to your account.</p>
<div class="support-note warning"><strong>Note: </strong>By default, Claude may not load all available MCP tools when starting a conversation. If you need access to all Pipedrive MCP tools, enable the setting that loads all available tools in the connector configuration.</div>

Pipedrive MCP for Claude

enable-the-pipedrive-mcp-connector

Enable the Pipedrive MCP connector

use-pipedrive-mcp-in-claude

Use Pipedrive MCP in Claude

<div style="text-align: justify" class="support-note success primary"><strong>Note: </strong>ChatGPT can only access data and perform actions that your Pipedrive user account is authorized to access. Permissions are inherited from your existing Pipedrive role and visibility settings.</div>
<p style="text-align: justify">You can connect the Pipedrive MCP server to ChatGPT to allow your AI assistant to securely access and interact with your Pipedrive data.</p>
<hr>
<h2 style="text-align: justify">Before you begin<a name="before-you-begin"></a></h2>
<p style="text-align: justify">Make sure that you have permission to install apps in your Pipedrive account and that<strong> developer mode</strong> is enabled in ChatGPT.</p>
<p style="text-align: justify">To enable <strong>developer mode</strong> in ChatGPT, open <strong>”Settings”</strong>. Then, go to <strong>”Apps”</strong> and select <strong>”Advanced settings”</strong>.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/chatgpt%201.png" alt=""></figure>
<p>Then, enable <strong>”Developer Mode”</strong>.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/chatgpt2.png" alt=""></figure>
<hr>
<h2 style="text-align: justify">Create the Pipedrive MCP app<a name="create-the-pipedrive-mcp-app"></a></h2>
<p style="text-align: justify">Once developer mode is enabled, in ChatGPT’s settings click <strong>”Create app”</strong>.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/chatgpt3.png" alt=""></figure>
<p style="text-align: justify">Enter <kbd class="keyboard-input">Pipedrive MCP BETA</kbd> as the app name and in the <strong>”Connection”</strong> field enter <kbd class="keyboard-input"><a href="https://mcp.pipedrive.ai/mcp">https://mcp.pipedrive.ai/mcp</a></kbd>. Then, click <strong>”Create”</strong>.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/chatgpt4.png" alt=""></figure>

<p style="text-align: justify">After creating the app, you’ll be redirected to Pipedrive to complete the installation.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/chatgp5.png" alt=""></figure>
<hr>
<h2 style="text-align: justify">Install the Pipedrive MCP app<a name="install-the-pipedrive-mcp-app"></a></h2>
<p>Review the requested permissions in the Pipedrive pop-up. Click <strong><strong>”</strong></strong><strong>Allow and install<strong>”</strong> </strong>to complete the installation process.</p>

<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/chatgpt6.png" alt=""></figure>
<p style="text-align: justify">Once the installation is complete, ChatGPT will be authorized to access your Pipedrive account in accordance with your existing user permissions.</p>
<hr>
<h2 style="text-align: justify">Use Pipedrive MCP in ChatGPT<a name="use-pipedrive-mcp-in-chat-gpt"></a></h2>
<p style="text-align: justify">Open a new chat in ChatGPT.</p>
<p style="text-align: justify">Click <strong>”Tools”</strong> or ”<strong>Apps”</strong> (depending on your ChatGPT version) and verify that <strong>”Pipedrive MCP BETA” </strong>is enabled.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/chatgpt7.png" alt=""></figure>
<p style="text-align: justify">Before starting your conversation, verify that <strong>”Pipedrive MCP BETA”</strong> is selected and active.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/chatgpt8.png" alt=""></figure>
<p style="text-align: justify">Your AI assistant can now access Pipedrive data and perform supported actions based on the permissions granted to your account.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/chatgpt9.png" alt=""></figure>

Pipedrive MCP for ChatGPT

before-you-begin

Before you begin

create-the-pipedrive-mcp-app

Create the Pipedrive MCP app

install-the-pipedrive-mcp-app

Install the Pipedrive MCP app

use-pipedrive-mcp-in-chat-gpt

Use Pipedrive MCP in ChatGPT

<p style="text-align: justify">A model context protocol, or <strong>MCP</strong>, is an open standard that allows large language models (<strong>LLMs</strong>) and AI assistants to securely interact with structured data and external services.</p>
<p style="text-align: justify">MCPs provide a standardized way for AI assistants to securely access business data, tools and <a href="https://support.pipedrive.com/article/what-is-api" target="_blank" rel="noreferrer noopener">APIs</a>. This allows AI applications to retrieve information, update records and automate workflows across connected systems.<br><br>So, rather than building separate integrations for every AI tool, businesses can use MCP to make their data and functionality available to any MCP-compatible AI application through a single and consistent interface.<br></p>
<hr>
<h2 style="text-align: justify">How does MCP work?<a name="how-does-mcp-work"></a></h2>
<p style="text-align: justify">MCP acts as a bridge between an AI application and a business tool such as Pipedrive.</p>
<p style="text-align: justify">When a user asks an AI assistant a question or requests an action, the AI can use MCP to retrieve information from connected systems, perform approved actions on behalf of a user, combine data from multiple sources to complete a task or automate workflows across business applications.</p>
<p style="text-align: justify">For example, an AI assistant connected to Pipedrive through MCP can:</p>
<ul><li>Find details about a deal, contact or organization</li><li>Create or update records</li><li>Retrieve sales pipeline information</li><li>Generate summaries of customer interactions</li><li>Answer questions using data stored in Pipedrive</li></ul>
<hr>
<h2 style="text-align: justify">Why use Pipedrive’s native MCP?<a name="why-use-pipedrive-s-native-mcp"></a></h2>
<p style="text-align: justify">Pipedrive’s native MCP makes it easier for AI assistants to securely and reliably connect with Pipedrive and interact with your CRM data directly from AI assistants.<br><br>By using a standardized protocol, MCP reduces the need for custom integrations and allows compatible AI tools to access information and perform actions in Pipedrive more efficiently.</p>
<p style="text-align: justify">This helps businesses adopt AI-powered workflows faster while maintaining a consistent and reliable connection between their tools and CRM data.</p>
<h3 style="text-align: justify">MCP access<a name="mcp-access"></a></h3>
<p style="text-align: justify">MCP does <strong>not</strong> automatically grant access to your Pipedrive data.</p>
<p style="text-align: justify">Access is managed through authentication, permissions and authorization settings. AI applications can access information and perform actions only when explicitly permitted by the user or administrator.</p>
<p style="text-align: justify">This ensures that you remain in control of your Pipedrive data while benefiting from AI-powered capabilities.</p>
<hr>
<h2 style="text-align: justify">Key use cases<a name="key-use-cases"></a></h2>
<p style="text-align: justify">Once connected, your AI assistant can access data, perform actions and help automate workflows in Pipedrive, based on the permissions granted to your account.</p>
<table><tbody><tr><td><div style="text-align: center"><strong>Use case</strong></div></td><td><div style="text-align: center"><strong>Example prompt</strong></div></td></tr><tr><td><div style="text-align: justify"><strong>Ask instead of click</strong></div></td><td><div style="text-align: justify"><em>Show me all open deals that haven’t been updated in two weeks</em></div></td></tr><tr><td><strong>Let AI update your CRM</strong></td><td><em>Create a follow-up call for next Monday and add today’s meeting notes to the deal</em></td></tr><tr><td><strong>Get instant pipeline insights</strong></td><td><em>Which deals are most likely to close this month, and what are the next steps?</em></td></tr><tr><td><strong>Build from meeting notes</strong></td><td><em>Here are my notes from today’s call. Create a deal, contact, and follow-up activity</em></td></tr><tr><td><strong>Cross-tool automation</strong></td><td><em>Summarize all overdue deals and draft follow-up emails for each one</em></td></tr><tr><td><strong>Move deals through the pipeline</strong></td><td><em><em>Move the [company name] deal to the [specific stage name] stage and schedule a follow-up for [date]</em></em></td></tr><tr><td><strong>Create new leads instantly</strong></td><td><em><em>Create a new lead for [company name]. Contact is [person name], [job title], [email@domain.com]</em></em></td></tr><tr><td><strong>Add contacts from a photo</strong></td><td><em>Attach a photo of a business card and tell the assistant to add the person as a contact and link them to a specific deal</em></td></tr><tr><td><strong>Find anything in seconds</strong></td><td><em>Search deals, contacts, organizations, and leads by name, email, phone, and pull up complete records, history, and pipeline position on demand</em></td></tr></tbody></table>
<hr>
<h2 style="text-align: justify">Set up guide<a name="set-up-guide"></a></h2>
<p style="text-align: justify">The setup process depends on the AI assistant your company uses.</p>
<p style="text-align: justify">Refer to the appropriate guide below for step-by-step instructions on connecting Pipedrive through MCP.</p>
<ul><li><strong><a href="https://support.pipedrive.com/article/mcp-chatgpt" target="_blank" rel="noreferrer noopener">Pipedrive MCP for ChatGPT</a></strong></li><li><strong><a href="https://support.pipedrive.com/article/mcp-claude" target="_blank" rel="noreferrer noopener">Pipedrive MCP for Claude</a></strong></li></ul>
<p>If you need the list of MCP tools, you can find it in the following entry:</p>
<ul><li><strong><a href="https://support.pipedrive.com/article/mcp-tools" target="_blank" rel="noreferrer noopener">Pipedrive MCP tools</a></strong></li></ul>

Knowledge Base

Pipedrive MCP

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