Documentation

Pipedrive connector

Coming soon — Pipedrive is not available for new installs at public launch. Existing workspace connections (if any) keep working. Launch GA connectors today: GitHub, Google Drive, and PostgreSQL.

Live, read-only MCP tools against your Pipedrive company: pipelines, deals, persons, organizations, and activities. The connector is tools-only — there is no knowledge-source picker and no RAG crawler. CRM records change too quickly to index.

Connect — personal API token

  1. In Pipedrive, open Settings → Personal preferences → API and copy the personal API token.
  2. In the OrgMCP admin console, open Connectors → Add → Pipedrive and paste the token.
  3. Click Test connection. Green means the token authenticates and can see at least one pipeline. Zero pipelines fails — check visibility groups or that the token belongs to the intended company.

The token is user-scoped. Deals hidden from that user by Pipedrive visibility groups will not appear in list or search tools. That is expected, not a broken connector — use pipedrive_diagnose to see the identity and visible pipeline count.

MCP tools

  • pipedrive_list_pipelines — pipelines plus stages
  • pipedrive_list_deals — filter by status, pipeline, stage, or owner
  • pipedrive_get_deal
  • pipedrive_search — deals, persons, and organizations (term ≥ 2 characters)
  • pipedrive_get_person / pipedrive_get_organization
  • pipedrive_list_activities
  • pipedrive_diagnose — same picture as admin Test connection

List tools return one page. Pass the previous nextPageToken to continue.

What is not included

  • Writes (create or update deals, notes, activities).
  • Notes, files, products, and leads.
  • OAuth / Pipedrive Marketplace app install.
  • RAG ingest — no source_type and no Sources tab.

Canonical honesty matrix: docs/ARCH-connector-capabilities.md. See also Jira for the ticket-shaped analogue.