What is Pipedrive Mcp Server

The pipedrive-mcp-server is a Model Context Protocol (MCP) server that connects to Pipedrive CRM using the official Pipedrive API v2 Node.js client. It enables AI assistants to interact with Pipedrive data through the MCP protocol.

Use cases

Use cases include automating sales processes, managing customer data, integrating AI assistants for enhanced data interaction, and streamlining workflows within Pipedrive.

How to use

To use pipedrive-mcp-server, clone the repository, install dependencies, configure environment variables, and start the server. You can connect it to AI assistants like Claude by configuring the appropriate settings in their configuration files.

Key features

Key features include full integration with Pipedrive API v2, MCP-compatible tools and resources for accessing Pipedrive data, and comprehensive error handling and logging.

Where to use

Pipedrive-mcp-server can be used in sales and customer relationship management (CRM) environments, particularly for businesses utilizing Pipedrive as their CRM solution.

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"
      }
    }
  }
}

2. Restart Claude for Desktop
3. 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