pipedrive

Pipedrive Plugin for Claude Code

Connect Claude Code to your Pipedrive CRM. Manage deals, contacts, leads, organizations, activities, and pipeline — all from your terminal.

Installation

claude plugin add Talentir/pipedrive-claude-plugin

Then set your environment variables:

export PIPEDRIVE_API_TOKEN="your_token_here"
export PIPEDRIVE_MCP_URL="https://your-server.vercel.app/api/mcp"

• PIPEDRIVE_API_TOKEN — Your Pipedrive API token. Find it in Settings > Personal preferences > API.
• PIPEDRIVE_MCP_URL — URL of your MCP server deployment. See Deploying your own server below.

Your token never leaves your machine — it's sent as a Bearer token per-request and is not stored on the server.

Commands

Command	Description
/create-deal	Create a new deal with contacts, value, and stage
/update-deal	Update a deal — stage, value, status, contacts
/create-lead	Create a new lead with contacts, value, and labels
/update-lead	Update a lead — title, value, labels, contacts
/create-contact	Create a new contact with email, phone, and organization
/update-contact	Update a contact — name, email, phone, organization
/deal-summary	Get detailed summary of a deal or recent deals
/pipeline-review	Review pipeline health with actionable recommendations
/quarterly-report	Generate quarterly sales performance report

Skills (Auto-triggered)

Skill	Triggers On
Deal Management	"create a deal", "update deal", "move deal to..."
Lead Management	"create a lead", "update lead", "convert lead"
Contact Lookup	"find contact", "who is", "look up..."
Pipeline Analysis	"how's the pipeline", "forecast", "sales metrics"

Available MCP Tools

Deals: get_deals, get_deal, search_deals, create_deal, update_deal, delete_deal + batch ops Leads: get_leads, get_lead, search_leads, create_lead, update_lead, delete_lead, convert_lead_to_deal Contacts: get_persons, get_person, search_persons, create_person, update_person, delete_person + batch ops Organizations: get_organizations, get_organization, search_organizations, create/update/delete + batch ops Activities: get_activities, get_activity, create_activity, update_activity, delete_activity, mark_activity_done + batch ops Notes: get_notes, get_note, create_note, update_note, delete_note + batch ops Pipelines: get_pipelines, get_pipeline, get_stages, get_stage, create/update/delete pipeline and stage Search: search_items (cross-entity search) Users: get_users, get_user, get_current_user

All list endpoints support sort (e.g. "add_time DESC"), pagination, and filtering.

How It Works

This plugin connects to a hosted MCP server on Vercel that proxies requests to the Pipedrive API. Your API token is passed as a Bearer token in each request — the server is stateless and stores nothing.

Deploying Your Own Server

The MCP server is open source. Deploy it to Vercel in one click:

1. Fork Talentir/pipedrive-mcp-server
2. Import to Vercel
3. Deploy — no environment variables needed on the server side
4. Set PIPEDRIVE_MCP_URL to https://your-project.vercel.app/api/mcp

License

MIT