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MCP server CX Codex

Pipedrive CRM — MCP server for Claude Code and other clients

Wires Pipedrive into your AI assistant with 155 tools covering deals, contacts, organizations and activities. Capability modes decide what the agent can even see.

Install into Claude Code · Platform CLI All methods and platforms ↓
claude mcp add --env PIPEDRIVE_API_KEY=<PIPEDRIVE_API_KEY> --env PIPEDRIVE_MODE=<PIPEDRIVE_MODE> --env PIPEDRIVE_ENABLE_DESTRUCTIVE=<PIPEDRIVE_ENABLE_DESTRUCTIVE> --env PIPEDRIVE_IMAGE_BASE_DIR=<PIPEDRIVE_IMAGE_BASE_DIR> --transport stdio pipedrive-crm -- npx -y @ckalima/pipedrive-mcp-server
Open on GitHub

What Pipedrive CRM does

The server talks to Pipedrive's REST API: entities that have a v2 endpoint use it, while notes, mail, users and leads CRUD fall back to v1. Contract tests check request params, bodies and response shapes against the vendored OpenAPI v2 spec, so the v2 tools stay aligned with the documented API. The tool surface is also exercised against a live Pipedrive account.

PIPEDRIVE_MODE picks the safety tier. read-only exposes 69 tools, safe-write gives 123 including non-destructive writes, and full unlocks all 155. Tools outside the active tier are filtered from tools/list and refused by name if called directly. Deletes and conversions need full; below that they return a DESTRUCTIVE_DISABLED error.

You need a 40-character Pipedrive API key from your account settings. Transport is STDIO only, and there is no hosted OAuth. Reading product images from disk stays off until PIPEDRIVE_IMAGE_BASE_DIR is set — a file_path has to resolve inside that directory, otherwise pass base64_data.

What it helps with

  • pull every deal sitting in one pipeline stage
  • create a person and attach them to an organization
  • find activities on a deal and mark them done
  • decode custom field hash codes into readable names
  • page through a large deal list with cursor pagination

Example prompts for the agent

  • List all deals in the Negotiation stage with their values
  • Create a person with [email protected] and link them to Acme
  • Find every activity on deal 123 and mark the finished ones done

How to install Pipedrive CRM

Platform CLI

claude mcp add --env PIPEDRIVE_API_KEY=<PIPEDRIVE_API_KEY> --env PIPEDRIVE_MODE=<PIPEDRIVE_MODE> --env PIPEDRIVE_ENABLE_DESTRUCTIVE=<PIPEDRIVE_ENABLE_DESTRUCTIVE> --env PIPEDRIVE_IMAGE_BASE_DIR=<PIPEDRIVE_IMAGE_BASE_DIR> --transport stdio pipedrive-crm -- npx -y @ckalima/pipedrive-mcp-server

Replace <…> with your own values

Step by step, with commands for each platform: How to add an MCP server to Claude Code, Codex, Cursor, VS Code, Gemini CLI and more

Questions about Pipedrive CRM

How do I install Pipedrive CRM in Claude Code?

Run claude mcp add pipedrive-mcp-server -e PIPEDRIVE_API_KEY=<PIPEDRIVE_API_KEY> -- npx -y @ckalima/pipedrive-mcp-server, replacing the placeholder with your own 40-character key.

What does Pipedrive CRM do?

It gives your assistant access to Pipedrive data: deals, persons, organizations, activities, mail threads, pipelines and stages. The agent can read them and, when the mode allows, create or update records.

What capability modes does the server offer?

Three: read-only for reads, safe-write for reads plus non-destructive writes, and full for everything including deletes. The default is safe-write, and read-only is the safer starting point.

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