pipedrive-mcp-server

pipedrive-mcp-server

5
customer_data_platforms

The Pipedrive MCP Server is designed to provide read-only access to Pipedrive's CRM data through a Model Context Protocol interface, allowing language model applications like Claude to interact with Pipedrive data. It features predefined operations and can handle custom fields in deals, organizations, persons, and pipelines.

Pipedrive MCP Server

This is a Model Context Protocol (MCP) server that connects to the Pipedrive API v2. It allows you to expose Pipedrive data and functionality to LLM applications like Claude.

Features

  • Read-only access to Pipedrive data
  • Exposes deals, persons, organizations, and pipelines
  • Includes all fields including custom fields
  • Predefined prompts for common operations

Setup

  1. Clone this repository
  2. Install dependencies: 
    npm install
  3. Create a .env file in the root directory with your Pipedrive API token: 
    PIPEDRIVE_API_TOKEN=your_api_token_here
  4. Build the project: 
    npm run build
  5. Start the server: 
    npm start

Using with Claude

To use this server with Claude for Desktop:

  1. Configure Claude for Desktop by editing your claude_desktop_config.json:
{
  "mcpServers": {
    "pipedrive": {
      "command": "node",
      "args": ["/path/to/pipedrive-mcp-server/build/index.js"],
      "env": {
        "PIPEDRIVE_API_TOKEN": "your_api_token_here"
      }
    }
  }
}
  1. Restart Claude for Desktop
  2. In the Claude application, you should now see the Pipedrive tools available

Available Tools

  • get-deals: Get all deals from Pipedrive (including custom fields)
  • get-deal: Get a specific deal by ID (including custom fields)
  • search-deals: Search deals by term
  • get-persons: Get all persons from Pipedrive (including custom fields)
  • get-person: Get a specific person by ID (including custom fields)
  • search-persons: Search persons by term
  • get-organizations: Get all organizations from Pipedrive (including custom fields)
  • get-organization: Get a specific organization by ID (including custom fields)
  • search-organizations: Search organizations by term
  • get-pipelines: Get all pipelines from Pipedrive
  • get-pipeline: Get a specific pipeline by ID
  • get-stages: Get all stages from all pipelines
  • search-leads: Search leads by term
  • search-all: Search across all item types (deals, persons, organizations, etc.)

Available Prompts

  • list-all-deals: List all deals in Pipedrive
  • list-all-persons: List all persons in Pipedrive
  • list-all-pipelines: List all pipelines in Pipedrive
  • analyze-deals: Analyze deals by stage
  • analyze-contacts: Analyze contacts by organization
  • analyze-leads: Analyze leads by status
  • compare-pipelines: Compare different pipelines and their stages
  • find-high-value-deals: Find high-value deals

License

MIT