briefkin

CRM · 1 skill

Pipedrive MCP and Claude skills

Pull open deals, pipeline stages, won and lost deals and overdue activities from Pipedrive, and report what moved and which deals have no next step.

Connect Pipedrive to your agent (MCP)

  1. Pipedrive MCP server, Pipedrive's official remote server at https://mcp.pipedrive.ai/mcp, signed in with OAuth, with usage limits that depend on your plan. It's in Claude's connector directory, and Pipedrive says it works with any assistant that supports custom MCP connections: in Claude Code, claude mcp add --transport http pipedrive https://mcp.pipedrive.ai/mcp, and the same URL in Codex and Cursor (overview). It searches and reads deals, people, organizations, activities and notes, and can also create and update them.
  2. API with your API token. Find it under Personal preferences > API (app.pipedrive.com/settings/api), store it in PIPEDRIVE_API_TOKEN with PIPEDRIVE_COMPANY_DOMAIN, and send it in the x-api-token header.
  3. OAuth app. For a shared or unattended setup, a Pipedrive app can request read-only scopes such as deals:read, activities:read and contacts:read.

The API token and the MCP server act with your full user rights (MCP changes do show up in the change log); read-only OAuth scopes are the way to keep a scheduled report from editing anything.

1 Pipedrive skill

Ghost pipeline: CRM deals with no real contact

Fridays: open deals with no email, meeting or Gong call with the buyer in 14 days, and this week's external meetings the CRM never heard about.

SalesFridays at 14:00Asks youUses HubSpot, Pipedrive, Salesforce, Gmail, Google Calendar, Gong.

What agents do with Pipedrive

Pipedrive's API v2 (https://{company}.pipedrive.com/api/v2) covers deals, persons, organizations, activities, pipelines and stages. GET /deals filters on status (open, won, lost), pipeline_id, stage_id, owner_id and updated_since, and each deal carries title, value, currency, stage_id, expected_close_date, add_time and update_time. GET /activities returns calls, meetings and tasks with due_date and done, GET /stages turns stage IDs into names, and the search endpoints (/deals/search, /persons/search) find records by term.

Sales teams schedule a weekly pipeline by stage with the deals that moved, deals won and lost this week, open deals with no scheduled activity, overdue activities per rep, and deals whose expected close date has already passed.

pipedrive.com

Often used with Pipedrive

Teams that use these

Your Pipedrive numbers, on one board with everything else

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