Pipedrive
The Pipedrive connector lets AI agents manage your sales pipeline — listing and creating deals, tracking contacts, logging activities, and searching across your CRM — all via the Pipedrive REST API using OAuth 2.0. Your credentials are stored encrypted in MCPGate's vault and are never exposed to the AI client.
Required scopes#
MCPGate requests the following OAuth scopes when you connect a Pipedrive account.
| Scope | Purpose |
|---|---|
| deals:read | List and read deals and pipeline configuration |
| deals:write | Create, update, and delete deals |
| contacts:read | List and read persons and organizations |
| contacts:write | Create and update persons |
| activities:read | List activities |
| activities:write | Create activities |
| search:read | Full-text search across all item types |
Tool reference#
The Pipedrive connector exposes 11 tools. Use the MCP Apps page to enable or disable individual tools per app, and the Guardrails page to add fine-grained rules on top.
| Tool | Category | Description |
|---|---|---|
| pipedrive_list_deals | read | List Pipedrive deals, optionally filtered by status or pipeline |
| pipedrive_get_deal | read | Get a specific Pipedrive deal by ID |
| pipedrive_list_contacts | read | List Pipedrive contacts (persons) |
| pipedrive_list_activities | read | List Pipedrive activities, optionally filtered by deal or user |
| pipedrive_search | read | Search across Pipedrive items (deals, contacts, organizations) |
| pipedrive_list_pipelines | read | List all Pipedrive sales pipelines |
| pipedrive_create_deal | write | Create a new Pipedrive deal |
| pipedrive_update_deal | write | Update an existing Pipedrive deal |
| pipedrive_create_contact | write | Create a new Pipedrive contact (person) |
| pipedrive_create_activity | write | Create a new Pipedrive activity (call, meeting, task, etc.) |
| pipedrive_delete_deal | delete | Delete a Pipedrive deal permanently |
Deal deletion is permanent
pipedrive_delete_deal permanently removes the deal and all associated activities and notes. Pipedrive does not have a trash folder for deals. Always deny this tool unless the agent explicitly needs to clean up pipeline data.Common guardrail recipes#
Read-only access#
Enable only the six read tools and deny all write and delete tools. Use this for sales reporting agents that need to summarise pipeline stage and deal value without modifying records.
Edit records preset#
Enable all tools except pipedrive_delete_deal. This allows the AI to create deals, update stages, add contacts, and log activities without destructive access.
Restrict to specific pipelines#
Apply the allow_values template to pipedrive_list_deals and pipedrive_create_deal. Target the pipeline_id field and provide a list of pipeline IDs the agent is permitted to read or write. Deals in other pipelines will not be accessible.
Troubleshooting#
- Deal not found — Pipedrive deal IDs are integers. Ensure the AI is passing the numeric ID, not the deal title. Use
pipedrive_searchwith the deal name to obtain the correct ID. - Activity type required —
pipedrive_create_activityrequires a validtypekey such ascall,meeting, ortask. Custom activity types defined in your Pipedrive settings can also be used by passing their key. - Search returns mixed types —
pipedrive_searchsearches across deals, persons, and organizations simultaneously. Filter the results byitem_typein your prompt if the AI needs results from a specific entity type only.