<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, 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>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>

Native Model Context Protocol (MCP) from Pipedrive

how-does-mcp-work

How does MCP work?

why-use-pipedrive-s-native-mcp

mcp-access

MCP access

Why use Pipedrive’s native MCP?

key-use-cases

Key use cases

set-up-guide

Set up guide

<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 connects to Pipedrive through MCP, it can use these tools to access information and perform actions on your behalf, based on the permissions you grant.</p>
<p style="text-align: justify">Tool names follow a consistent naming pattern:</p>
<table><tbody><tr><td><div style="text-align: center"><kbd>getX</kbd> (plural)</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">getLeads</kbd></div></td><td><div style="text-align: center">Fetch a list of leads</div></td></tr><tr><td><div style="text-align: center"><kbd class="keyboard-input">getLead</kbd></div></td><td><div style="text-align: center">Fetch one specific lead</div></td></tr><tr><td><div style="text-align: center"><kbd class="keyboard-input">addLead</kbd></div></td><td><div style="text-align: center">Create a new lead</div></td></tr><tr><td><div style="text-align: center"><kbd class="keyboard-input">updateLead</kbd></div></td><td><div style="text-align: center">Edit an existing lead</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>Products<a name="products"></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">getProducts</kbd></div></td><td><div style="text-align: center">Fetch a list of products</div></td></tr><tr><td><div style="text-align: center"><kbd class="keyboard-input">getProduct</kbd></div></td><td><div style="text-align: center">Fetch one specific product</div></td></tr><tr><td><div style="text-align: center"><kbd class="keyboard-input">addProduct</kbd></div></td><td><div style="text-align: center">Create a new product</div></td></tr><tr><td><div style="text-align: center"><kbd class="keyboard-input">updateProduct</kbd></div></td><td><div style="text-align: center">Edit an existing product</div></td></tr><tr><td><div style="text-align: center"><kbd class="keyboard-input">searchProduct</kbd></div></td><td><div style="text-align: center">Search products by name or keyword</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<br></div></td></tr></tbody></table>
<h3>Context<a name="context"></a></h3>
<p style="text-align: justify">If your permissions don't cover part of this information, the tool skips that part and returns the rest.</p>
<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>getAccountContext</kbd></div></td><td><div style="text-align: center">Fetch account details: your user, pipelines and their stages, custom fields for deals, persons, organizations, products and activities, and the other users in your company</div></td></tr></tbody></table>
<h3>Emails<a name="emails"></a></h3>
<div class="support-note success primary"><strong>Note:</strong> These tools require a connected email sync.</div>
<table>
 <tbody>
 <tr>
 <td style="text-align: center"><strong>Tool</strong></td>
 <td style="text-align: center"><strong>Action</strong></td>
 </tr>
 <tr>
 <td style="text-align: center"><kbd>getMailThreads</kbd></td>
 <td style="text-align: center">Fetch a list of email threads</td>
 </tr>
 <tr>
 <td style="text-align: center"><kbd>getMailThread</kbd></td>
 <td style="text-align: center">Fetch one specific email thread</td>
 </tr>
 <tr>
 <td style="text-align: center"><kbd>getMailThreadMessages</kbd></td>
 <td style="text-align: center">Fetch all messages in an email thread</td>
 </tr>
 <tr>
 <td style="text-align: center"><kbd>getMailMessage</kbd></td>
 <td style="text-align: center">Fetch one specific email message</td>
 </tr>
 <tr>
 <td style="text-align: center"><kbd>updateMailThreadDetails</kbd></td>
 <td style="text-align: center">Edit the details of an existing email thread</td>
 </tr>
 <tr>
 <td style="text-align: center"><kbd>getDealMailMessages</kbd></td>
 <td style="text-align: center">Fetch the email messages linked to a deal</td>
 </tr>
 <tr>
 <td style="text-align: center"><kbd>getPersonMailMessages</kbd></td>
 <td style="text-align: center">Fetch the email messages linked to a contact</td>
 </tr>
 <tr>
 <td style="text-align: center"><kbd>getOrganizationMailMessages</kbd></td>
 <td style="text-align: center">Fetch the email messages linked to an organization</td>
 </tr>
 </tbody>
</table>
<p style="text-align: justify">Use cases:</p>
<ul><li>View the full email history for a deal, person or organization before a call, so you know what was last said</li><li>Find a thread, read every message in it and summarize what's pending or who still needs to reply</li><li>Update thread details, such as linking a thread to a deal or person, without opening the <strong>mail</strong> tab</li></ul>
<h3>Projects<a name="projects"></a></h3>
<div class="support-note success primary"><strong>Note:</strong> The Projects feature is part of the <a href="https://support.pipedrive.com/article/projects-by-pipedrive" target="_blank" rel="noreferrer noopener">Projects add-on</a>.</div>
<table>
 <tbody>
 <tr>
 <td style="text-align: center"><strong>Tool</strong></td>
 <td style="text-align: center"><strong>Action</strong></td>
 </tr>
 <tr>
 <td style="text-align: center"><kbd>getProjects</kbd></td>
 <td style="text-align: center">Fetch a list of projects</td>
 </tr>
 <tr>
 <td style="text-align: center"><kbd>getProject</kbd></td>
 <td style="text-align: center">Fetch one specific project</td>
 </tr>
 <tr>
 <td style="text-align: center"><kbd>addProject</kbd></td>
 <td style="text-align: center">Create a new project</td>
 </tr>
 <tr>
 <td style="text-align: center"><kbd>updateProject</kbd></td>
 <td style="text-align: center">Edit an existing project</td>
 </tr>
 <tr>
 <td style="text-align: center"><kbd>searchProjects</kbd></td>
 <td style="text-align: center">Find projects by keyword or criteria</td>
 </tr>
 </tbody>
</table>
<p style="text-align: justify">Use cases:</p>
<ul><li>Search, view, create and update projects in plain language. For example, ”Show all overdue projects” or ”Start a project for the Acme deal”.</li><li>Turn a won deal into a project in one request</li></ul>
<hr>
<h2 style="text-align: justify">I don't see all Pipedrive MCP tools in my AI assistant<a name="i-don-t-see-all-pipedrive-mcp-tools-in-my-ai-assistant"></a></h2>
<p style="text-align: justify">As new tools are added to Pipedrive MCP, you may need to refresh the tools list to access the latest available tools.</p>
<p style="text-align: justify">To refresh the tools list:</p>
<ul><li>Go to <strong>Connectors</strong> or <strong>Plugins</strong> (depending on your AI assistant) <strong>&gt; Pipedrive MCP</strong></li><li>Open the <strong>”</strong><strong>More<strong>”</strong></strong> dropdown</li><li>Click <strong>”</strong><strong>Refresh</strong><strong> tools list<strong>”</strong></strong></li></ul>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/mcp%20tools%201.png" alt=""></figure>
<p style="text-align: justify">Once refreshed, the latest available Pipedrive MCP tools will be available in your connector.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/mcp%20tools%202.png" alt=""></figure>

Knowledge Base

Pipedrive MCP setup

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