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MCP server CX Codex

Pipedrive MCP — Claude Code MCP server: features and setup

Connect an AI agent to Pipedrive for CRM operations and SQLite-based pipeline checks, including stale deals, forecasts, and duplicates.

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What Pipedrive MCP does

The server gives an agent create, read, update, and delete operations for Pipedrive records. A local SQLite copy supports pipeline checks such as spotting aging deals and duplicates, reviewing forecasts, and comparing rep leaderboards.

The setup uses pipedrive-cli alongside pipedrive-mcp; the installer places both in the user's binary directory. Authenticate after installation, then check the CLI with pipedrive-cli --version. Claude Code discovers the skill through SKILL.md.

Use the stdio transport. HTTP mode in this build has no password and listens on every network interface, so do not run it, even on localhost. Its tools can also change CRM data using your credentials.

What it helps with

  • Find deals that have gone stale
  • Build a forecast from the sales pipeline
  • Review deal age and spot duplicates
  • Compare reps by deal performance

Example prompts for the agent

  • Find stale deals in Pipedrive and show their names.
  • Create a forecast from the current sales pipeline.
  • Check for duplicate records and compare the rep leaderboard.

How to install Pipedrive MCP

Install

The MCP registry has no launch command for it: see the repository README

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 MCP

How do I install Pipedrive MCP in Claude Code?

Run /plugin marketplace add Servosity/msp-skills, then /plugin install pipedrive@msp-skills.

What does Pipedrive MCP do?

It lets an agent perform CRUD operations on Pipedrive records. Its local SQLite copy supports pipeline analysis, including checks for stale deals and duplicates.

Is HTTP mode safe to use?

No. In this build it has no password and listens on all network interfaces. Use stdio instead.

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