pipedrive
Read deals, persons, organizations, activities and pipelines; create and update CRM records.
Sollte ich dies verwenden
Qualität und Sicherheit
Befunde (3)
- HIGH
- MEDIUMin pipedrive_list_deals
- MEDIUMin pipedrive_list_activities
Basierend auf einer automatisierten Analyse der Tool-Definitionen und der Einhaltung des Protokolls.
Kontextkosten
Dies ist die ungefähre Anzahl der Tokens, die jedes Mal verbraucht werden, wenn die Tools des Servers in den Kontext eines Modells geladen werden. Höhere Werte verringern die Aufmerksamkeit, die für andere Aufgaben verfügbar ist.
Installieren
Installation mit einem Klick
Fügen Sie dies Ihrer Datei `claude_desktop_config.json` hinzu:
{
"mcpServers": {
"pipedrive": {
"url": "https://pipedrive.usefulapi.io/mcp"
}
}
}Remote-Endpunkte
https://pipedrive.usefulapi.io/mcpstreamable-httpWas es kann
Tool-Inventar
Tools (19)
🟢pipedrive_list_deals(filter_id, owner_id, person_id, org_id, pipeline_id, ...)
List deals, optionally filtered by filter/owner/person/org/pipeline/stage/status and sorted. Pipedrive REST: GET /api/v2/deals.
Eingabe-Schema
{
"type": "object",
"properties": {
"filter_id": {
"description": "Filter by a saved filter id.",
"type": "integer",
"minimum": -9007199254740991,
"maximum": 9007199254740991
},
"owner_id": {
"description": "Filter by owner (user) id.",
"type": "integer",
"minimum": -9007199254740991,
"maximum": 9007199254740991
},
"person_id": {
"description": "Filter by linked person id.",
"type": "integer",
"minimum": -9007199254740991,
"maximum": 9007199254740991
},
"org_id": {
"description": "Filter by linked organization id.",
"type": "integer",
"minimum": -9007199254740991,
"maximum": 9007199254740991
},
"pipeline_id": {
"description": "Filter by pipeline id.",
"type": "integer",
"minimum": -9007199254740991,
"maximum": 9007199254740991
},
"stage_id": {
"description": "Filter by stage id.",
"type": "integer",
"minimum": -9007199254740991,
"maximum": 9007199254740991
},
"status": {
"description": "Filter by deal status — 'open', 'won', 'lost' or 'deleted'.",
"type": "string",
"enum": [
"open",
"won",
"lost",
"deleted"
]
},
"sort_by": {
"description": "Field to sort by — 'id', 'update_time' or 'add_time'.",
"type": "string",
"enum": [
"id",
"update_time",
"add_time"
]
},
"sort_direction": {
"description": "Sort direction — 'asc' or 'desc'.",
"type": "string",
"enum": [
"asc",
"desc"
]
},
"limit": {
"description": "Max results to return (1–500, default 100).",
"type": "integer",
"minimum": 1,
"maximum": 500
},
"cursor": {
"description": "Opaque pagination cursor from a previous response's `next_cursor`.",
"type": "string"
}
},
"$schema": "http://json-schema.org/draft-07/schema#"
}🟢pipedrive_get_deal(id)
Get a single deal by its id. Pipedrive REST: GET /api/v2/deals/{id}.
Eingabe-Schema
{
"type": "object",
"properties": {
"id": {
"type": "integer",
"minimum": -9007199254740991,
"maximum": 9007199254740991,
"description": "Deal id (required)."
}
},
"required": [
"id"
],
"$schema": "http://json-schema.org/draft-07/schema#"
}🟢pipedrive_search_deals(term, fields, person_id, organization_id, status, ...)
Search deals by term across selected fields. Pipedrive REST: GET /api/v2/deals/search.
Eingabe-Schema
{
"type": "object",
"properties": {
"term": {
"type": "string",
"minLength": 2,
"description": "Search term (at least 2 characters, required)."
},
"fields": {
"description": "Comma-separated fields to search — any of 'custom_fields', 'notes', 'title'.",
"type": "string"
},
"person_id": {
"description": "Restrict to deals linked to this person id.",
"type": "integer",
"minimum": -9007199254740991,
"maximum": 9007199254740991
},
"organization_id": {
"description": "Restrict to deals linked to this organization id.",
"type": "integer",
"minimum": -9007199254740991,
"maximum": 9007199254740991
},
"status": {
"description": "Restrict to deals with this status — 'open', 'won' or 'lost'.",
"type": "string",
"enum": [
"open",
"won",
"lost"
]
},
"exact_match": {
"description": "If true, only exact matches (case-insensitive) are returned.",
"type": "boolean"
},
"limit": {
"description": "Max results to return (1–500, default 100).",
"type": "integer",
"minimum": 1,
"maximum": 500
},
"cursor": {
"description": "Opaque pagination cursor from a previous response's `next_cursor`.",
"type": "string"
}
},
"required": [
"term"
],
"$schema": "http://json-schema.org/draft-07/schema#"
}🟢pipedrive_list_persons(filter_id, owner_id, org_id, sort_by, sort_direction, ...)
List persons (contacts), optionally filtered by filter/owner/org and sorted. Pipedrive REST: GET /api/v2/persons.
Eingabe-Schema
{
"type": "object",
"properties": {
"filter_id": {
"description": "Filter by a saved filter id.",
"type": "integer",
"minimum": -9007199254740991,
"maximum": 9007199254740991
},
"owner_id": {
"description": "Filter by owner (user) id.",
"type": "integer",
"minimum": -9007199254740991,
"maximum": 9007199254740991
},
"org_id": {
"description": "Filter by linked organization id.",
"type": "integer",
"minimum": -9007199254740991,
"maximum": 9007199254740991
},
"sort_by": {
"description": "Field to sort by — 'id', 'update_time' or 'add_time'.",
"type": "string",
"enum": [
"id",
"update_time",
"add_time"
]
},
"sort_direction": {
"description": "Sort direction — 'asc' or 'desc'.",
"type": "string",
"enum": [
"asc",
"desc"
]
},
"limit": {
"description": "Max results to return (1–500, default 100).",
"type": "integer",
"minimum": 1,
"maximum": 500
},
"cursor": {
"description": "Opaque pagination cursor from a previous response's `next_cursor`.",
"type": "string"
}
},
"$schema": "http://json-schema.org/draft-07/schema#"
}🟢pipedrive_get_person(id)
Get a single person (contact) by its id. Pipedrive REST: GET /api/v2/persons/{id}.
Eingabe-Schema
{
"type": "object",
"properties": {
"id": {
"type": "integer",
"minimum": -9007199254740991,
"maximum": 9007199254740991,
"description": "Person id (required)."
}
},
"required": [
"id"
],
"$schema": "http://json-schema.org/draft-07/schema#"
}🟢pipedrive_search_persons(term, fields, organization_id, exact_match, limit, ...)
Search persons (contacts) by term across selected fields. Pipedrive REST: GET /api/v2/persons/search.
Eingabe-Schema
{
"type": "object",
"properties": {
"term": {
"type": "string",
"minLength": 2,
"description": "Search term (at least 2 characters, required)."
},
"fields": {
"description": "Comma-separated fields to search — any of 'name', 'email', 'phone', 'notes', 'custom_fields'.",
"type": "string"
},
"organization_id": {
"description": "Restrict to persons linked to this organization id.",
"type": "integer",
"minimum": -9007199254740991,
"maximum": 9007199254740991
},
"exact_match": {
"description": "If true, only exact matches (case-insensitive) are returned.",
"type": "boolean"
},
"limit": {
"description": "Max results to return (1–500, default 100).",
"type": "integer",
"minimum": 1,
"maximum": 500
},
"cursor": {
"description": "Opaque pagination cursor from a previous response's `next_cursor`.",
"type": "string"
}
},
"required": [
"term"
],
"$schema": "http://json-schema.org/draft-07/schema#"
}🟢pipedrive_list_organizations(filter_id, owner_id, sort_by, sort_direction, limit, ...)
List organizations, optionally filtered by filter/owner and sorted. Pipedrive REST: GET /api/v2/organizations.
Eingabe-Schema
{
"type": "object",
"properties": {
"filter_id": {
"description": "Filter by a saved filter id.",
"type": "integer",
"minimum": -9007199254740991,
"maximum": 9007199254740991
},
"owner_id": {
"description": "Filter by owner (user) id.",
"type": "integer",
"minimum": -9007199254740991,
"maximum": 9007199254740991
},
"sort_by": {
"description": "Field to sort by — 'id', 'update_time' or 'add_time'.",
"type": "string",
"enum": [
"id",
"update_time",
"add_time"
]
},
"sort_direction": {
"description": "Sort direction — 'asc' or 'desc'.",
"type": "string",
"enum": [
"asc",
"desc"
]
},
"limit": {
"description": "Max results to return (1–500, default 100).",
"type": "integer",
"minimum": 1,
"maximum": 500
},
"cursor": {
"description": "Opaque pagination cursor from a previous response's `next_cursor`.",
"type": "string"
}
},
"$schema": "http://json-schema.org/draft-07/schema#"
}🟢pipedrive_get_organization(id)
Get a single organization by its id. Pipedrive REST: GET /api/v2/organizations/{id}.
Eingabe-Schema
{
"type": "object",
"properties": {
"id": {
"type": "integer",
"minimum": -9007199254740991,
"maximum": 9007199254740991,
"description": "Organization id (required)."
}
},
"required": [
"id"
],
"$schema": "http://json-schema.org/draft-07/schema#"
}🟢pipedrive_search_organizations(term, fields, exact_match, limit, cursor)
Search organizations by term across selected fields. Pipedrive REST: GET /api/v2/organizations/search.
Eingabe-Schema
{
"type": "object",
"properties": {
"term": {
"type": "string",
"minLength": 2,
"description": "Search term (at least 2 characters, required)."
},
"fields": {
"description": "Comma-separated fields to search — any of 'address', 'custom_fields', 'name', 'notes'.",
"type": "string"
},
"exact_match": {
"description": "If true, only exact matches (case-insensitive) are returned.",
"type": "boolean"
},
"limit": {
"description": "Max results to return (1–500, default 100).",
"type": "integer",
"minimum": 1,
"maximum": 500
},
"cursor": {
"description": "Opaque pagination cursor from a previous response's `next_cursor`.",
"type": "string"
}
},
"required": [
"term"
],
"$schema": "http://json-schema.org/draft-07/schema#"
}🟢pipedrive_list_activities(filter_id, owner_id, deal_id, person_id, org_id, ...)
List activities (tasks/events), optionally filtered by filter/owner/deal/person/org/done/updated_since. Pipedrive REST: GET /api/v2/activities.
Eingabe-Schema
{
"type": "object",
"properties": {
"filter_id": {
"description": "Filter by a saved filter id.",
"type": "integer",
"minimum": -9007199254740991,
"maximum": 9007199254740991
},
"owner_id": {
"description": "Filter by owner (user) id.",
"type": "integer",
"minimum": -9007199254740991,
"maximum": 9007199254740991
},
"deal_id": {
"description": "Filter by linked deal id.",
"type": "integer",
"minimum": -9007199254740991,
"maximum": 9007199254740991
},
"person_id": {
"description": "Filter by linked person id.",
"type": "integer",
"minimum": -9007199254740991,
"maximum": 9007199254740991
},
"org_id": {
"description": "Filter by linked organization id.",
"type": "integer",
"minimum": -9007199254740991,
"maximum": 9007199254740991
},
"done": {
"description": "Filter by completion — true for done, false for not done.",
"type": "boolean"
},
"updated_since": {
"description": "Only activities updated after this RFC 3339 timestamp, e.g. '2024-01-01T00:00:00Z'.",
"type": "string"
},
"limit": {
"description": "Max results to return (1–500, default 100).",
"type": "integer",
"minimum": 1,
"maximum": 500
},
"cursor": {
"description": "Opaque pagination cursor from a previous response's `next_cursor`.",
"type": "string"
}
},
"$schema": "http://json-schema.org/draft-07/schema#"
}🟢pipedrive_list_pipelines(sort_by, sort_direction, limit, cursor)
List all pipelines. Pipedrive REST: GET /api/v2/pipelines.
Eingabe-Schema
{
"type": "object",
"properties": {
"sort_by": {
"description": "Field to sort by — 'id', 'update_time' or 'add_time'.",
"type": "string",
"enum": [
"id",
"update_time",
"add_time"
]
},
"sort_direction": {
"description": "Sort direction — 'asc' or 'desc'.",
"type": "string",
"enum": [
"asc",
"desc"
]
},
"limit": {
"description": "Max results to return (1–500, default 100).",
"type": "integer",
"minimum": 1,
"maximum": 500
},
"cursor": {
"description": "Opaque pagination cursor from a previous response's `next_cursor`.",
"type": "string"
}
},
"$schema": "http://json-schema.org/draft-07/schema#"
}🟢pipedrive_list_stages(pipeline_id, limit, cursor)
List stages, optionally restricted to a single pipeline. Pipedrive REST: GET /api/v2/stages.
Eingabe-Schema
{
"type": "object",
"properties": {
"pipeline_id": {
"description": "Restrict to stages of this pipeline id.",
"type": "integer",
"minimum": -9007199254740991,
"maximum": 9007199254740991
},
"limit": {
"description": "Max results to return (1–500, default 100).",
"type": "integer",
"minimum": 1,
"maximum": 500
},
"cursor": {
"description": "Opaque pagination cursor from a previous response's `next_cursor`.",
"type": "string"
}
},
"$schema": "http://json-schema.org/draft-07/schema#"
}🟢pipedrive_search_items(term, item_types, fields, search_for_related_items, exact_match, ...)
Global search across multiple item types (deals, persons, organizations, products, leads, files, etc.). Pipedrive REST: GET /api/v2/itemSearch.
Eingabe-Schema
{
"type": "object",
"properties": {
"term": {
"type": "string",
"minLength": 2,
"description": "Search term (at least 2 characters, required)."
},
"item_types": {
"description": "Comma-separated item types to search — any of 'deal', 'person', 'organization', 'product', 'lead', 'file', 'mail_attachment', 'project'.",
"type": "string"
},
"fields": {
"description": "Comma-separated fields to search within (depends on item types).",
"type": "string"
},
"search_for_related_items": {
"description": "If true, also return items related to the matches (e.g. deals of a matched person).",
"type": "boolean"
},
"exact_match": {
"description": "If true, only exact matches (case-insensitive) are returned.",
"type": "boolean"
},
"limit": {
"description": "Max results to return (1–500, default 100).",
"type": "integer",
"minimum": 1,
"maximum": 500
},
"cursor": {
"description": "Opaque pagination cursor from a previous response's `next_cursor`.",
"type": "string"
}
},
"required": [
"term"
],
"$schema": "http://json-schema.org/draft-07/schema#"
}🟢pipedrive_get_current_user
Get the authenticated user's profile (name, email, company, locale, timezone). Pipedrive REST: GET /api/v1/users/me.
Eingabe-Schema
{
"type": "object",
"properties": {},
"$schema": "http://json-schema.org/draft-07/schema#"
}🟢pipedrive_list_notes(user_id, deal_id, person_id, org_id, lead_id, ...)
List notes, optionally filtered by user/deal/person/org/lead. Uses v1 (v2 has no notes endpoint) with start+limit pagination. Pipedrive REST: GET /api/v1/notes.
Eingabe-Schema
{
"type": "object",
"properties": {
"user_id": {
"description": "Filter by the note author (user) id.",
"type": "integer",
"minimum": -9007199254740991,
"maximum": 9007199254740991
},
"deal_id": {
"description": "Filter by linked deal id.",
"type": "integer",
"minimum": -9007199254740991,
"maximum": 9007199254740991
},
"person_id": {
"description": "Filter by linked person id.",
"type": "integer",
"minimum": -9007199254740991,
"maximum": 9007199254740991
},
"org_id": {
"description": "Filter by linked organization id.",
"type": "integer",
"minimum": -9007199254740991,
"maximum": 9007199254740991
},
"lead_id": {
"description": "Filter by linked lead id (a UUID string).",
"type": "string"
},
"sort": {
"description": "Sort expression, e.g. 'add_time DESC'.",
"type": "string"
},
"start": {
"description": "Pagination offset (v1 start; default 0).",
"type": "integer",
"minimum": -9007199254740991,
"maximum": 9007199254740991
},
"limit": {
"description": "Max results to return (v1 limit).",
"type": "integer",
"minimum": 1,
"maximum": 9007199254740991
}
},
"$schema": "http://json-schema.org/draft-07/schema#"
}🔴pipedrive_create_deal(title, value, currency, person_id, org_id, ...)
Create a new deal. `title` is required; link it to a person/org/pipeline/stage/owner as needed. Pipedrive REST: POST /api/v2/deals.
Eingabe-Schema
{
"type": "object",
"properties": {
"title": {
"type": "string",
"minLength": 1,
"description": "Deal title (required)."
},
"value": {
"description": "Deal monetary value.",
"type": "number"
},
"currency": {
"description": "Currency code for `value`, e.g. 'USD'.",
"type": "string"
},
"person_id": {
"description": "Link to this person id.",
"type": "integer",
"minimum": -9007199254740991,
"maximum": 9007199254740991
},
"org_id": {
"description": "Link to this organization id.",
"type": "integer",
"minimum": -9007199254740991,
"maximum": 9007199254740991
},
"pipeline_id": {
"description": "Place in this pipeline id.",
"type": "integer",
"minimum": -9007199254740991,
"maximum": 9007199254740991
},
"stage_id": {
"description": "Place in this stage id.",
"type": "integer",
"minimum": -9007199254740991,
"maximum": 9007199254740991
},
"owner_id": {
"description": "Assign to this owner (user) id.",
"type": "integer",
"minimum": -9007199254740991,
"maximum": 9007199254740991
},
"status": {
"description": "Deal status — 'open' (default), 'won' or 'lost'.",
"type": "string",
"enum": [
"open",
"won",
"lost"
]
},
"expected_close_date": {
"description": "Expected close date, yyyy-mm-dd.",
"type": "string",
"pattern": "^\\d{4}-\\d{2}-\\d{2}$"
},
"visible_to": {
"description": "Visibility group id (Pipedrive visibility setting).",
"type": "integer",
"minimum": -9007199254740991,
"maximum": 9007199254740991
}
},
"required": [
"title"
],
"$schema": "http://json-schema.org/draft-07/schema#"
}🔴pipedrive_create_person(name, owner_id, org_id, email, phone, ...)
Create a new person (contact). `name` is required; `email`/`phone` are convenience strings mapped to Pipedrive's structured emails/phones arrays. Pipedrive REST: POST /api/v2/persons.
Eingabe-Schema
{
"type": "object",
"properties": {
"name": {
"type": "string",
"minLength": 1,
"description": "Person full name (required)."
},
"owner_id": {
"description": "Assign to this owner (user) id.",
"type": "integer",
"minimum": -9007199254740991,
"maximum": 9007199254740991
},
"org_id": {
"description": "Link to this organization id.",
"type": "integer",
"minimum": -9007199254740991,
"maximum": 9007199254740991
},
"email": {
"description": "Primary email address (mapped to the emails array).",
"type": "string"
},
"phone": {
"description": "Primary phone number (mapped to the phones array).",
"type": "string"
},
"visible_to": {
"description": "Visibility group id (Pipedrive visibility setting).",
"type": "integer",
"minimum": -9007199254740991,
"maximum": 9007199254740991
}
},
"required": [
"name"
],
"$schema": "http://json-schema.org/draft-07/schema#"
}🔴pipedrive_create_activity(subject, type, due_date, due_time, duration, ...)
Create a new activity (task/event). `subject` is required; link it to a deal/person/org and set type/date/time as needed. Pipedrive REST: POST /api/v2/activities.
Eingabe-Schema
{
"type": "object",
"properties": {
"subject": {
"type": "string",
"minLength": 1,
"description": "Activity subject/title (required)."
},
"type": {
"description": "Activity type key, e.g. 'call', 'meeting', 'task', 'email'.",
"type": "string"
},
"due_date": {
"description": "Due date, yyyy-mm-dd.",
"type": "string",
"pattern": "^\\d{4}-\\d{2}-\\d{2}$"
},
"due_time": {
"description": "Due time, HH:MM (24h).",
"type": "string",
"pattern": "^\\d{2}:\\d{2}$"
},
"duration": {
"description": "Duration, HH:MM.",
"type": "string",
"pattern": "^\\d{2}:\\d{2}$"
},
"deal_id": {
"description": "Link to this deal id.",
"type": "integer",
"minimum": -9007199254740991,
"maximum": 9007199254740991
},
"person_id": {
"description": "Link to this person id.",
"type": "integer",
"minimum": -9007199254740991,
"maximum": 9007199254740991
},
"org_id": {
"description": "Link to this organization id.",
"type": "integer",
"minimum": -9007199254740991,
"maximum": 9007199254740991
},
"owner_id": {
"description": "Assign to this owner (user) id.",
"type": "integer",
"minimum": -9007199254740991,
"maximum": 9007199254740991
},
"done": {
"description": "Whether the activity is already marked done.",
"type": "boolean"
},
"note": {
"description": "Free-text note attached to the activity.",
"type": "string"
}
},
"required": [
"subject"
],
"$schema": "http://json-schema.org/draft-07/schema#"
}🔴pipedrive_add_note(content, deal_id, person_id, org_id, lead_id)
Add a note, linked to at least one of a deal/person/organization/lead. `content` is required (HTML or plain text). Uses v1 (v2 has no notes endpoint). Pipedrive REST: POST /api/v1/notes.
Eingabe-Schema
{
"type": "object",
"properties": {
"content": {
"type": "string",
"minLength": 1,
"description": "Note body — HTML or plain text (required)."
},
"deal_id": {
"description": "Attach to this deal id.",
"type": "integer",
"minimum": -9007199254740991,
"maximum": 9007199254740991
},
"person_id": {
"description": "Attach to this person id.",
"type": "integer",
"minimum": -9007199254740991,
"maximum": 9007199254740991
},
"org_id": {
"description": "Attach to this organization id.",
"type": "integer",
"minimum": -9007199254740991,
"maximum": 9007199254740991
},
"lead_id": {
"description": "Attach to this lead id (a UUID string).",
"type": "string"
}
},
"required": [
"content"
],
"$schema": "http://json-schema.org/draft-07/schema#"
}Empfohlene Prompts
pipedrive_search_dealspipedrive_search_dealspipedrive_get_dealpipedrive_get_dealpipedrive_list_dealsCommunity
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