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Pipedrive Slack integration for your AI agent

Integrate Pipedrive MCP server into your Slack workspace for instant access to your AI agent.

Pipedrive is the easy-to-use, #1 user-rated CRM tool. Get more qualified leads and grow your business with Pipedrive's sales CRM.

Categories

CRM

Available Tools

Tools that your AI agent can use through this MCP server to interact with Pipedrive

  • Update Lead

    Updates a lead in Pipedrive. See the documentation

  • Search persons

    Searches all Persons by name, email, phone, notes and/or custom fields. This endpoint is a wrapper of /v1/itemSearch with a narrower OAuth scope. Found Persons can be filtered by Organization ID. See the Pipedrive API docs here

  • Search Leads

    Search for leads by name or email. See the documentation

  • List Deals

    List deals in your Pipedrive account. See the documentation

  • Get All Leads

    Get all leads from Pipedrive. See the documentation

  • Add Note

    Adds a new note. For info on adding an note in Pipedrive

  • Add Lead

    Create a new lead in Pipedrive. See the documentation

  • Add Activity

    Adds a new activity. Includes more_activities_scheduled_in_context property in response's additional_data which indicates whether there are more undone activities scheduled with the same deal, person or organization (depending on the supplied data). See the Pipedrive API docs for Activities here. For info on adding an activity in Pipedrive

  • Update Task

    Updates an existing task (BETA). Run List Tasks first to obtain a valid task ID. See the documentation

  • Update Project

    Updates an existing project. Run List Projects first to obtain a valid project ID; use List Project Boards and List Project Phases for board and phase IDs. See the documentation

  • List Tasks

    Lists tasks in your Pipedrive account (BETA). Use List Projects to obtain a project ID to filter by. Use the returned IDs with Get Task, Update Task, or Delete Task. See the documentation

  • List Projects

    Lists projects in your Pipedrive account. Use the returned IDs with Get Project, Update Project, Delete Project, or Create Task. See the documentation

  • List Project Phases

    Lists the phases for a given board. Run List Project Boards first to obtain a board ID, then run this to obtain a valid phase ID for Create Project or Update Project. See the documentation

  • List Project Boards

    Lists all active project boards. Run this first to obtain a valid board ID for Create Project, Update Project, and List Project Phases. See the documentation

  • List Persons

    List persons in your Pipedrive account. See the documentation

  • List Organizations

    List organizations in your Pipedrive account. See the documentation

  • List Filters

    List filters in your Pipedrive account, optionally scoped to a single entity type. See the documentation

  • Get Task

    Gets a single task by its ID (BETA). Run List Tasks first to obtain a valid task ID. See the documentation

  • Get Project

    Gets a single project by its ID. Run List Projects first to obtain a valid project ID. See the documentation

  • Delete Task

    Permanently deletes a task and all of its subtasks (BETA). This is irreversible. Run List Tasks first to obtain a valid task ID. See the documentation

  • Delete Project

    Permanently deletes a project. This is irreversible. Run List Projects first to obtain a valid project ID. See the documentation

  • Create Task

    Creates a new task under a project (BETA). Run List Projects first to obtain a valid project ID. Use List User ID Options for the assignee ID. Example: to add a task to a project, call with title="Draft kickoff agenda" and projectId="7" -> returns the created task with its numeric id. See the documentation

  • Create Project

    Creates a new project in Pipedrive. Use List Project Boards to obtain a valid Board ID and List Project Phases to obtain a valid Phase ID before running this action. Example: to open a project on the first board/phase, call with title="Q3 Website Redesign", status="open", boardId="1", phaseId="1" -> returns the created project with its numeric id. See the documentation

  • Update Person

    Updates an existing person in Pipedrive. See the documentation

  • Update Deal

    Updates the properties of a deal. See the Pipedrive API docs for Deals here

  • Search Notes

    Search for notes in Pipedrive. See the documentation

  • Remove Labels

    Removes one or more specific labels from a lead, person, deal, or organization in Pipedrive, leaving all other labels intact. See the documentation

  • Remove Duplicate Notes

    Remove duplicate notes from an object in Pipedrive. See the documentation for getting notes and deleting notes

  • Merge Persons

    Merge two persons in Pipedrive. See the documentation

  • Merge Deals

    Merge two deals in Pipedrive. See the documentation

  • List User ID Options

    Retrieves available options for the User ID field.

  • List Person Label IDs Options

    Retrieves available options for the Person Label IDs field.

  • List Organization Label IDs Options

    Retrieves available options for the Organization Label IDs field.

  • List Lead Label IDs Options

    Retrieves available options for the Lead Label IDs field.

  • Get person details

    Get details of a person by their ID. See the documentation

  • Get Lead by ID

    Get a lead by its ID. See the documentation

  • Get Deal

    Get a deal by its ID. See the documentation

  • Add Person

    Adds a new person. See the Pipedrive API docs for People here

  • Add Organization

    Adds a new organization. See the Pipedrive API docs for Organizations here

  • Add Labels

    Adds labels to a lead, person, deal, or organization in Pipedrive. See the documentation

  • Add Deal

    Adds a new deal. See the Pipedrive API docs for Deals here