Pipedrive
Connector
Available ActionsEach successful request consumes credits as outlined below.
who_am_i5crlist_records5crget_record5crcreate_record5crupdate_record5crdelete_record5crsearch_records5crlist_leads5crget_lead5crcreate_lead5crupdate_lead5crdelete_lead5crsearch_leads5crconvert_lead5crlist_notes5crget_note5crcreate_note5crupdate_note5crdelete_note5crlist_pipelines5crget_pipeline5crlist_stages5crget_stage5critem_search5crlist_fields5crlist_users5crlist_files5crget_file5crdownload_file5crupload_file5crlink_remote_file5crupdate_file5crdelete_file5crlist_webhooks5crcreate_webhook5crdelete_webhook5cr
Details
Put your Pipedrive CRM on autopilot. Connect your account and let your AI assistant turn inbound interest into closed deals — capturing leads, creating contacts and organizations, building deals and advancing them through your pipeline, scheduling follow-up calls, logging notes, and attaching proposals automatically. Ask in plain language to find any record, surface stalled deals, route a lead to the right rep, or trigger downstream automations the moment something changes — and skip the manual data entry that eats your selling time.
Use Cases
Capture and convert inbound leads, Create and update deals contacts and organizations, Move deals through pipeline stages, Schedule follow-up calls and log notes, Search any deal contact or lead, Attach proposals and contracts from File Manager, Generate pipeline hygiene and stalled-deal reports, Trigger automations when CRM records change, Read and write custom fields, Forecast open pipeline value
Dynamic MCP Setup
Connect once through AgentPMT Dynamic MCP, then use approved tools from the same agent connection.
30 Second Setup
STDIO connector for Claude Code, Codex, Cursor, Zed, and other LLMs that require STDIO or custom connections.
npm install -g @agentpmt/mcp-routeragentpmt-setupHosted Streamable HTTPS
MCP endpoint for browser-based apps like ChatGPT, Claude, Grok, or any time you want a streamable connection with no local install.
https://api.agentpmt.com/mcpConfig Example
Use the hosted endpoint directly in clients that support remote MCP. Store your Bearer token in the client config or secret field.
{
"mcpServers": {
"agentpmt": {
"type": "streamable-http",
"url": "https://api.agentpmt.com/mcp",
"headers": {
"Authorization": "Bearer <AGENTPMT_BEARER_TOKEN>",
"x-instance-metadata": "{\"client\":\"generic-mcp\",\"platform\":\"remote\"}"
}
}
}
}Need client videos, organization controls, audit details, and the full feature overview?
More About Dynamic MCPAbout this Product
Pipedrive on Autopilot
Connect your Pipedrive account and let your AI assistant handle the CRM busywork that slows your sales team down. Capture inbound leads, create contacts and organizations, build deals and move them through your pipeline, schedule follow-up calls, log notes, and attach proposals — all from a plain-language request. No copy-paste, no tab-switching, no stale pipeline.
What you can do
- Turn interest into pipeline. Capture a lead the moment it lands, check for an existing contact so you don't create duplicates, and stand up a fully linked organization, person, and deal in a single step.
- Keep deals moving. Advance deals through stages, update values and owners, and mark deals won or lost — by name, not by hunting for record IDs.
- Never drop a follow-up. Schedule calls and meetings, log a note after every touch, and surface the deals that have gone quiet.
- Find anything instantly. Search deals, contacts, organizations, products, and leads — or run one global search across everything at once.
- Attach the right documents. Push proposals, contracts, and decks from File Manager straight onto a deal, link a Google Drive file, or pull existing CRM attachments back into File Manager for review.
- Trigger downstream automation. Subscribe your own webhook endpoints to deal, lead, and activity changes so the rest of your stack reacts in real time.
- Report on demand. Generate pipeline-hygiene snapshots, open-pipeline value, and stalled-deal lists whenever you ask.
Example things to ask
- “A lead just came in from acme.com for 25 seats — create the org, contact, and deal, and book a discovery call Thursday.”
- “Show me every open deal over $10k with no activity in two weeks and book follow-ups for Monday.”
- “Move the Globex deal to Negotiation and attach the signed order form.”
- “Convert the hottest inbound lead into a deal and assign it to me.”
- “Notify our automation whenever any deal changes stage.”
Built for real sales teams
It works with your existing pipelines, stages, custom fields, and record ownership. Your assistant discovers your field names and pipeline structure before it writes, so every update lands in exactly the right place — including your custom fields.
You stay in control
You connect your own Pipedrive account and grant exactly the access you want. The connection is read-only by default; creating, editing, and deleting records are each separate permissions you choose to enable. Start with safe, read-only insights and turn on writes when you're ready — your assistant can never do more than you've allowed.
Frequently Asked Questions
How do I connect this tool to an external agent?
You can install the local MCP server by opening a terminal and running:
Install commands
npm install -g @agentpmt/mcp-router
agentpmt-setupThis will connect you to local agents like Claude Code, Windsurf, Grok Build, Cursor, etc.
Alternatively you can connect to the hosted version with this config block, no installation required:
Hosted MCP config
{
"mcpServers": {
"agentpmt": {
"type": "streamable-http",
"url": "https://api.agentpmt.com/mcp",
"headers": {
"Authorization": "Bearer <AGENTPMT_BEARER_TOKEN>",
"x-instance-metadata": "{\"client\":\"generic-mcp\",\"platform\":\"remote\"}"
}
}
}
}View MCP Connection Instructions for more details.
How does an external agent use this tool?
After the external agent is connected to an Agent Group that can use this tool, paste this prompt into the agent:
Agent prompt
Use the AgentPMT-Tool-Search-and-Execution tool. First call action 'get_instructions' so you know how to use the tool search interface. Then call action 'get_schema' with tool_id 69e5b48b106b61b0eb7cc3df ("Pipedrive"). After reading the schema and any returned instructions, tell me what this tool can do, what inputs it needs, and what you need from me before running it. Do not call action 'call_tool' until I confirm the request and provide the required parameters.
The agent should fetch the tool schema first, collect the required parameters for your request, and then call the tool through AgentPMT.
Can it attach proposals and contracts to a deal?
Yes. It can attach files from your AgentPMT File Manager directly to a deal, contact, or organization, link Google Drive files, and pull existing CRM attachments back into File Manager for review.
Can it handle both leads and deals?
Yes. It manages your Leads Inbox and your deal pipeline, and can convert a qualified lead into a deal — carrying over the linked person, organization, and value.
Can it keep my pipeline clean and trigger other automations?
Yes. Ask for a pipeline-hygiene report to surface stalled or aging deals, then book follow-ups and update stages in bulk. You can also subscribe webhooks so deal, lead, or activity changes instantly notify the rest of your stack.
Do I need a Pipedrive account, and how do I connect it?
Yes. You connect your own Pipedrive account with a secure one-click authorization. Once connected, your assistant works inside your existing pipelines, stages, and custom fields — there is nothing to export, import, or reconfigure.
Does it work with my custom fields?
Yes. The assistant can discover your custom field names and keys for deals, contacts, organizations, activities, and products, then read and write those fields just like the standard ones.
Is it safe to let an assistant edit my CRM?
You decide exactly what it can do. Access is read-only by default, and creating, editing, and deleting records are separate permissions you choose to grant. Start with read-only insights and enable writes when you are comfortable — the assistant can never exceed the access you have granted.
What can I do with the Pipedrive connection?
Your AI assistant can run your entire sales workflow in Pipedrive: capture and convert leads, create and update deals, contacts, and organizations, move deals through your pipeline stages, schedule calls and activities, log notes, search any record, attach proposals from File Manager, and subscribe webhooks so other tools react to CRM changes — all from plain-language requests.
Will it create duplicate contacts or deals?
It searches before it creates. When you ask to add a lead or contact, the assistant first looks for an existing match by email or name, so it links to the right record instead of cluttering your CRM with duplicates.
