pipedrive-setup

Pipedrive Setup — CADTALK

You are configuring the Pipedrive MCP server for this user. Follow these steps exactly.

Step 1: Gather credentials

Ask the user for:

1. Pipedrive API Token — found at: Pipedrive → Settings → Personal preferences → API → Your personal API token
2. Pipedrive Domain — the full domain like company-name.pipedrive.com

Ask both questions in a single message. Do not proceed until you have both values.

Step 2: Find the plugin install path

Run this Bash command to find where the plugin is installed:

find "$HOME/.claude/plugins/cache" -name "index.cjs" -path "*/pipedrive*/dist/index.cjs" 2>/dev/null | head -1

If nothing is found, fall back to checking the current working directory for dist/index.cjs.

If still not found, tell the user: "I couldn't locate the Pipedrive plugin bundle. Please ensure the plugin was installed with claude plugins add. The expected path is ~/.claude/plugins/cache/<marketplace>/pipedrive/<version>/dist/index.cjs."

Step 3: Read the current settings.json

Read the file at ~/.claude/settings.json to get the current contents. You will add to it without removing any existing entries.

Step 4: Write the MCP server configuration

Add the pipedrive entry under mcpServers in ~/.claude/settings.json. The command must be node, the first arg must be the absolute path found in Step 2, and the env block must contain the literal values the user provided (not ${VAR} references).

The resulting mcpServers block should look like:

"mcpServers": {
  "pipedrive": {
    "command": "node",
    "args": ["/absolute/path/to/dist/index.cjs"],
    "env": {
      "PIPEDRIVE_API_TOKEN": "<token-from-user>",
      "PIPEDRIVE_DOMAIN": "<domain-from-user>",
      "MCP_TRANSPORT": "stdio",
      "PIPEDRIVE_RATE_LIMIT_MIN_TIME_MS": "250",
      "PIPEDRIVE_RATE_LIMIT_MAX_CONCURRENT": "2"
    }
  }
}

If mcpServers already exists in settings.json, merge the pipedrive entry into it without removing others. If it doesn't exist, add the key.

Step 5: Confirm success

Tell the user:

Pipedrive MCP configured! Restart Claude Code (or run claude mcp restart) for the Pipedrive tools to become available. You should see mcp__pipedrive__* tools in your tool list after restarting.

If you need to update your credentials later, run /pipedrive-setup again.

---

CADTALK Custom Field Reference

This reference maps every CADTALK custom Pipedrive field to its API key and all valid option values. Use these when calling deals_update, organizations_update, persons_update, or any Pipedrive write tool. Never guess API keys — always use this table.

---

Pipeline IDs

Pipeline	ID
Aftermarket	1
New ERP/PLM Prospects	2
Partners	3
Expansions	4
Collections	5
SDR Leads	6
Customer Success	7
PDR Leads	8
Aftermarket Nurture	12
IFS Lead Enrichment	11

---

Deal Custom Fields

Field Name	API Key	Type
FreshDesk ID	096ace966d036f3ad7f15f6c70546b7ffe9ef116	Text
Next Renewal Meeting	0bcfdf46dbfc52ae43170bd3436948476d5fe5a1	Date
Feedback on Proposal	11ccf0523794e2106def77d237e67a5af558846f	Large text
MEDDPICC-Champion	15c0da01397abe35f21777a2bde7980eb86fe713	Large text
Forecast Category	1a706bae5b0046828ae5a1b573c722bd96068058	Single option
Next Check-In	2644ecbebc38ba8a13edc97af4f1efb61205d5d3	Date
MEDDPICC-Decision Criteria	2a9a94b8d55ce9ae1c3258667128b18b5651a95f	Large text
NPS Score	322e09bb48d03e39aefe01ff56ca645f2306b951	Single option
Partner Contact	3822d7bfd3ef5868838c59a50a082466301bab4a	Person
Renewal Check-in Requested	3f6e7578598de2fab253bdc452c8641ec1fa2449	Date
Trigger Date	467d2b2404255773f9cb432405321334be7af2ef	Date
MEDDPICC-Paperwork Process	4c319bdc3c30891c0a2aa9b46727307d306fbc45	Large text
CSP	4d7811ac20a5301df301b29cf8440aa5727e927c	Multiple options
CSP Expiration Date	53cac22ff4760303840cdd3e131d182045966ed5	Date
Event	76da816824bbc33636ae6981d3d1c2379252f61a	Text
MEDDPICC-Economic Buyer	7840e1da07759897a1ab77b326df0aac162c9742	Large text
Trade Show Score	7a2f465f47927ac2ae1ca700f7f3183974ca6219	Numerical
Quarterly Check-in Completed	7ba045a1febf12e8616722c9a7fabd977ebab41d	Date
Quarterly Check-in Requested	7d3226ec57fa38b6fa5e916c6452ca83a8ce5b80	Date
Linked web visitor	8afffb5ee6498bf1938f9e2c16dca1169ae3ea8a	Text
Renewal Check-in Completed	8f7af417a861cf5bb7a22b802cb15ba2d924c64b	Date
Health Score	9e43542d72f1017c3c7d5a1619ff6b30c65cd9d3	Single option
Parent Account	9f920971d1ad94bf9feea18e1c30f89eeaf12cd1	Single option
Status (deal lifecycle)	a07eeeb4ed7b9148ac21d7a7ae2609479ee78a08	Single option
Partner Rep	a23c4576d5ef92465a18573e92fc434d1ac02b89	Person
Latest web visit	a729373c45a1852300cc3e18b136ebb1982e58ed	Date
MEDDPICC-Competition	a8eaee25ee5d8a845fcd43cd4c09d8af16ecaa08	Large text
Last Check-In	b488f2df92f4db8c67ab4c1a9f7fbbf46455dc98	Date
Partner (org)	b64d21bb099713db82fad0f52bdfc2536e75252c	Organization
MEDDPICC-ID the Pain	bc8545bb1ccc96fc858f3ba1c24370c7432ec086	Large text
MEDDPICC-Metrics	bc8758d7a38ca8717dc6fa1953cbc5d9fb2386aa	Large text
MEDDPICC-Decision Process	c15a5b78f3c77054896a7bff8f18a11631000fe3	Large text
Tier	d38199423f99049250425b8d2f00b1e2832c661a	Single option
CSS	d71121f7052ff1d92f713749a685c0faffd65f7a	Single option
InvoiceNumber	dad7ba29ea5edf1d2e34cc576901b41a4e0cfa32	Text
Partner Organization	e68fdddb4ec05f227c2b607947da2a36a524b350	Organization
Feedback on Demonstration	fac33f3eebff2842168fae3f3a0a116c24d13fc4	Large text
Trigger Type	fc04c8c4f1ec476b52805eeb68e8ee634a7f5854	Single option
Renewal Date	fc40a66a777f38ac3cb40da9e16f6f7d59e5ede1	Date

Deal — Forecast Category (1a706bae5b0046828ae5a1b573c722bd96068058)

Option	ID
Definitely	13
Probably	14
Maybe	15
Probably Not	284
No	285

Deal — Health Score (9e43542d72f1017c3c7d5a1619ff6b30c65cd9d3)

Option	ID
Green	376
Yellow	375
Red	374

Deal — Parent Account (9f920971d1ad94bf9feea18e1c30f89eeaf12cd1)

Option	ID
Arena	443
IFS	444
ASWi	445
Syspro	446
NexTec	447
SVA Consulting	448
Lucid Consulting	449
Blytheco	450
Phoenix Systems	451

Deal — Status / Lifecycle (a07eeeb4ed7b9148ac21d7a7ae2609479ee78a08)

Option	ID
Implementing	427
Active	428
Churned	429
Partner	452

Deal — Tier (d38199423f99049250425b8d2f00b1e2832c661a)

Option	ID
Tier A	363
Tier B	364
Tier C - Quiet	373
Tier C - Costly	394
Tier C - Problem	395

Deal — CSS (d71121f7052ff1d92f713749a685c0faffd65f7a)

Option	ID
Green	430
Yellow	431
Red	432

Deal — Trigger Type (fc04c8c4f1ec476b52805eeb68e8ee634a7f5854)

Option	ID
ERP change (new selection / major upgrade / cloud move)	336
PLM change (new rollout / upgrade / PDM→PLM)	337
CAD change (platform change / multi-CAD consolidation)	338
Manufacturing expansion (new plant/line / multi-site standardization)	339
NPI / Program launch (NPI/NPD/ETO/MTO)	340
Quality / Compliance mandate (audit findings/traceability/PPAP)	341
Supply-chain performance initiative (cost reduction, lead-time/OTD)	342
Integration modernization (iPaaS/ESB initiative or replace brittle custom)	343
M&A / Executive change (post-merger integration or new sponsor)	344
Other	345

Deal — NPS Score (322e09bb48d03e39aefe01ff56ca645f2306b951)

Option	ID
10	433
9	434
8	435
7	436
6	437
5	438
4	439
3	440
2	441
1	442

Deal — CSP (4d7811ac20a5301df301b29cf8440aa5727e927c) — Multiple options

Option	ID
Priority - 1 Data Assist	406
Priority - 3 Data Assists	407
Priority - 5 Data Assists	408
Enterprise	409
Enterprise - 3 Data Assists	410
Enterprise - 5 Data Assists	411
Enterprise - 10 Data Assists	412
Bronze	413
Silver	414
Gold	415
Essentials	416

Deal — Source Channel (channel) — Standard field

Option	ID
Inbound Website	264
Partner-PLM Publisher	265
Partner-ERP Publisher	311
Partner-CAD/PLM VAR/GSI	346
Partner-ERP VAR/GSI	347
Referral	348
Partner.io	362
Trade Show/User Conference	390
Webinar/Virtual Event	391
Email Campaign	392
Web Visitor - Outbound	393

Deal — Labels (label) — Multiple options

Option	ID
IFS Nordics 2025	283
IFS France 2025	292
Ready for Demo	293
5+ contacts	306
Upgrade2025	312
Agnilink Conversion	331
Acumatica Summit 2026	371
SUN Booth Lead 2026	379
SUN Session 2026	380
SUN Booth Scan 2026	381
SX Webinar March 2026	397
SX Webinar March 2026 - No Follow Up	398

---

Organization Custom Fields

Field Name	API Key	Type
Linked web visitor	0a5d9b7b445430e75d4c7d7ce6e4212b41fc9a8d	Text
Source System Renewal	1a360358f2499544db21deaae0bde86f621c46f0	Date range
Reference Contact	2d02dedc102c03c0939d80e5d4284a3ec15a0c08	Person
Org Source	32617530a4697fab720a2b63cce8141c59a15e0a	Single option
Source System VAR/GSI	33b5e9ba5d2272462c261c43d7bb244947bc8caa	Organization
Revenue Range	3509c95ed7feffc9c5483e2206f0c489852af533	Text
Last Scored Date	498f836fcbce170e202eebbd689a9e07acedc571	Date
NAICS Codes	49919d664525620ca2601ff2e4505ed97d545453	Large text
Latest web visit	55bfe5f3339809828615c72331d2029ad634b5c9	Date
CADTALK Renewal	5796cd487f0fcab360287b82cfada4bc76db92fa	Date
Status	5821119780fc952b4ca7914a06cc9f9895cf5832	Single option
Company Email	5cf6f02740b052550fa471aeee3a60503e6d6723	Text
ERP Fit Score	5e4b234610e26fe59b791d26d0934390fbd44c89	Numerical
Company Descriptions	64c76bfcdb9bd4f8eeca28238c8b186eafe10679	Text
Organization Type	6ae364c9b85558dc16195fa5d7f1a103c3c12aa2	Single option
Target System Renewal	7ecb6534e310a2ef085ea2102be793d266966fd9	Date range
Company Phone	83fd951bf7c484f4a88cbbe830e84f8326163b1a	Phone
Interaction Fit Score	884f5c3173580a23307141f80a45022e97d0a844	Numerical
SIC Codes	97623abea6e10c03b19e0358fd55328cf470e05e	Text
Collateral	a8afdcc63f0b357925977c7d06deedbd042c0506	Large text
Target System	aa5aa1fc7b186d3c374ed613edeee5d7bf1b19d2	Multiple options
Phone Number	bc1dd986bcca7b4d7204891c2430502255040823	Phone
PLM Fit Score	be163b353da3d3fdde6364d13b3edeab27a0e615	Numerical
Website	bf684efd9c61b4bb8c94144d2cdf9c39127754b4	Text
Source System	e414c6d4c2487ea53dc006d5bc8835fb0af6b9fd	Multiple options
Target System VAR/GSI	e429940d53fcab7ee7f98f6adc62a98809d8d01e	Organization
Marketing Status	e873b23ec887c074ab56d92d5c80edd9e975d673	Multiple options
Marketing Assets	fd296a8ce86b50aca01119538300ef3d1f716745	Multiple options

Organization — Status (5821119780fc952b4ca7914a06cc9f9895cf5832)

Option	ID
CADTALK-Active	28
CADTALK-Canceled	27
Open	75
Elmo-Active	224
Elmo-Canceled	225
Qbuild-Active	226
Qbuild-Canceled	227

Organization — Organization Type (6ae364c9b85558dc16195fa5d7f1a103c3c12aa2)

Option	ID
End user	19
CAD reseller	20
ERP reseller	21
CAD software publisher	22
ERP software publisher	23
PLM software publisher	24
Independent Consultant	25
Friend of CADTALK	26
News/Publication	221

Organization — Org Source (32617530a4697fab720a2b63cce8141c59a15e0a)

Option	ID
AI Agent	272
Partner-ERP VAR/GSI	313
Partner-ERP Publisher	314
Partner-PLM Publisher	315
Inbound-Website	316
Event (Trade Show / User Conf / Webinar)	317
Referral	318
Partner-CAD/PLM VAR	319
Outbound-SDR	324

Organization — Target System (aa5aa1fc7b186d3c374ed613edeee5d7bf1b19d2) — Multiple options

Option	ID
Infor CSI	38
Infor Visual	39
MS Dynamics BC	40
MS Dynamics F&O	41
QAD	42
IFS	43
SYSPRO	44
Acumatica	45
MYOB	46
Lexbiz (German Acumatica)	47
Sage X3	48
SAP 4/Hana	49
Oracle Netsuite	50
Infor LN	52
Infor M3	67
Epicor	68
SAP Business One	70
Arena PLM	87
Oracle JD Edwards	212
GP	326
M1	327
Mietrack Pro	328
NAV	329
Priority	330
Priority ERP	295

Organization — Source System (e414c6d4c2487ea53dc006d5bc8835fb0af6b9fd) — Multiple options

Option	ID
Solidworks	53
Solidworks PDM	54
Autodesk Inventor	55
Autodesk Vault	56
Autodesk Revit	57
Autodesk AutoCAD	58
Autodesk Fusion 360	59
PTC Creo	60
PTC Windchill	61
Siemens Solidedge	62
Siemens Teamcenter	63
PTC Arena PLM	64
Spreadsheet	65
Other	71
Tekla	72
Ennovia	73
General Database	74
Aveva	96
3DX	132
Catia	133
ShipConstructor	294
Siemens NX	281
TBD	282

Organization — Marketing Status (e873b23ec887c074ab56d92d5c80edd9e975d673) — Multiple options

Option	ID
Not Authorized	349
Logo	350
Quote	351
Reference Calls	352
Case Study	353
NDA	354

Organization — Marketing Assets (fd296a8ce86b50aca01119538300ef3d1f716745) — Multiple options

Option	ID
Logo	355
Quote	356
Testimonial	357
Case Study	358
Video	359
Webinar Recording	360
Reference	361

Organization — Label (label) — Single option

Option	ID
Customer	5
Hot lead	6
Warm lead	7
Cold lead	8
Reseller	29
Cool Lead	116
Actively closing deal	121
Lost Deal	123
Microsoft Dynamics	127
Dream 100 Partner	260
Customer Story Prospect	261

---

Person Custom Fields

Field Name	API Key	Type
Lead Status	00e989e8a7bcbaae37d4af13f098c138d9443212	Single option
Lead Score	03302f440981024b67500e6433f64fa1139a379f	Numerical
Last Cold Call Date	1bc3b82f930f4852ee7d3046c7cc3572c7bc2f2a	Date
LinkedIn Profile	225288986c53af10b1d4b5c70f6a30e238bf8e46	Text
Last Cold Call Result	3048afc2f4e1e048dcee4de4573c7ecb35037e06	Multiple options
Buying Persona	5c639fce0746b44f0689db22f53fffbbe41d57eb	Multiple options
Last NPS Survey Sent	63ab676bbd617a1ff6422a60340463ead5a709a4	Date
Mobile Phone Number	6d6a886f6acc014da73785800fdc732c2487e618	Phone
Webinar Attendance	8f76c7c29ca6e8e2b112a734c8dd1c4c33c7e640	Multiple options
Last NPS Score	9fc79984b43b12b3fab9318c9662cbfda7b15f67	Numerical
Direct Phone Number	d43370ff03c208a683ac739dab8da8bc4f010731	Phone
Webinar Registrations	f388b1cba645ea0d6a3159e6fa919690f5f926f9	Multiple options

Person — Lead Status (00e989e8a7bcbaae37d4af13f098c138d9443212)

Option	ID
Open	252
Working	253
Prospect	254
Open Deal	255
Disqualified	256
Bad Data	257
Nurture	258

Person — Buying Persona (5c639fce0746b44f0689db22f53fffbbe41d57eb) — Multiple options

Option	ID
Strategic Importance	207
Engineering Lead	208
Operations	209
C-Suite	210
Information Technology	214
Sales/Marketing	217

Person — Last Cold Call Result (3048afc2f4e1e048dcee4de4573c7ecb35037e06) — Multiple options

Option	ID
No answer	134
Blocked by gatekeeper	135
DM - Not interested	136
DM - Busy	187
DM - Interested	188
Wrong Target - Referral	189
Wrong Target - No Referral	190
Left Voicemail	191
Meeting Booked!	192
Disqualified	193
Bad Data	194
Do Not Contact	195
Other	196
DM - Hang Up	296

Person — Webinar Attendance (8f76c7c29ca6e8e2b112a734c8dd1c4c33c7e640) — Multiple options

Option	ID
Mar '25 BC	228
'25 Acumatica ISV Demo Day	229
Apr. '25 Arena	230
What's the Buzz	231
Feb. '25 SolutionsX	232
May 2025 - IFS/Steve Mould	286
Acumatica Demo Day Oct. 2025	332
Manufacturing Tech Stack Oct. 25	334
SX Webinar March 2026	396
July 2025 - IFS/WIA Systems	299

Person — Webinar Registrations (f388b1cba645ea0d6a3159e6fa919690f5f926f9) — Multiple options

Option	ID
Mar. '25 BC	233
'25 Acumatica Demo Day	234
Feb '25 SolutionsX	235
Apr. '25 Arena	236
What's the Buzz	237
May 2025 - IFS/Steve Mould	287
Acumatica Demo Day Oct. 2025	333
Manufacturing Tech Stack Oct. 25	335
July 2025 - IFS/WIA Systems	298

Person — Label (label) — Single option

Option	ID
Acumatica Summit	184
SUN Conference	185
Partner	186
What's the Buzz	211
IFS SaKo 2025	213
SUN Attendee	216
ISV Acumatica Demo Day	219
Directions NA Attendee	238
Directions NA Booth	259
IFS Nordics 2025 Attendee	274
Elmo	277
Elmo Prospect	278
Elmo Partner	279
Elmo Customer	280
Former Elmo Customer	289
Key Account	325
SUN Conference Pre-Show	377
Acumatica Summit 2026	372
Missing Data	262

---

Activity Custom Fields

Activity — Priority (priority) — Standard field

Option	ID
Low	103
Medium	104
High	105

---

Quick Reference: Most-Used Field Updates

When updating deal fields via deals_update, use this as a quick-start reference:

// Set Health Score to Green
{ "9e43542d72f1017c3c7d5a1619ff6b30c65cd9d3": 376 }

// Set Forecast Category to Probably
{ "1a706bae5b0046828ae5a1b573c722bd96068058": 14 }

// Set Tier to Tier A
{ "d38199423f99049250425b8d2f00b1e2832c661a": 363 }

// Set Trigger Type to ERP change
{ "fc04c8c4f1ec476b52805eeb68e8ee634a7f5854": 336 }

// Set Parent Account to IFS
{ "9f920971d1ad94bf9feea18e1c30f89eeaf12cd1": 444 }

// Set Deal Status to Active (post-sale)
{ "a07eeeb4ed7b9148ac21d7a7ae2609479ee78a08": 428 }

// Set CSS to Yellow
{ "d71121f7052ff1d92f713749a685c0faffd65f7a": 431 }

// Set Source Channel to Partner-ERP VAR/GSI
{ "channel": 347 }

When updating org fields via organizations_update:

// Set Target System to IFS (multiple options — pass array)
{ "aa5aa1fc7b186d3c374ed613edeee5d7bf1b19d2": [43] }

// Set Source System to Solidworks + Solidworks PDM
{ "e414c6d4c2487ea53dc006d5bc8835fb0af6b9fd": [53, 54] }

// Set Org Status to CADTALK-Active
{ "5821119780fc952b4ca7914a06cc9f9895cf5832": 28 }

// Set Organization Type to End user
{ "6ae364c9b85558dc16195fa5d7f1a103c3c12aa2": 19 }

// Set Org Source to Partner-ERP VAR/GSI
{ "32617530a4697fab720a2b63cce8141c59a15e0a": 313 }

When updating person fields via persons_update:

// Set Lead Status to Prospect
{ "00e989e8a7bcbaae37d4af13f098c138d9443212": 254 }

// Set Buying Persona to Engineering Lead + C-Suite (multiple — pass array)
{ "5c639fce0746b44f0689db22f53fffbbe41d57eb": [208, 210] }

// Set Last Cold Call Result to Meeting Booked!
{ "3048afc2f4e1e048dcee4de4573c7ecb35037e06": [192] }