Pipedrive MCP Server

Tools 93

• Get All Users

  Get data about all users within the company. Returns information about all team members and their access levels.

• Find Users By Name

  Find users by their name. Search for team members by name or email address within the company.

• Get Current User

  Get current user data. Returns data about the authorized user including company information, permissions, and locale settings.

• Get User

  Get details of a specific user. Returns comprehensive information about a team member within the company.

• List User Followers

  List followers of a user. Returns users who are following the specified user with pagination support.

• Create User

  Add a new user to the company. Creates a team member with email and access permissions, returns the ID upon success.

• Update User

  Update user details. Currently allows updating the active status of a user (activate/deactivate).

• List Activities

  Get all activities assigned to a particular user with filtering options. Returns activities like appointments, tasks, and events that can be associated with deals, leads, persons, and organizations.

• Get Activity

  Get details of a specific activity by ID. Returns comprehensive information about an activity including subject, type, participants, and scheduling details.

• Create Activity

  Create a new activity such as an appointment, task, or event. Activities can be associated with deals, leads, persons, and organizations.

• Update Activity

  Update the properties of an existing activity. You can modify scheduling, participants, status, and other activity details.

• Delete Activity

  Delete an activity by marking it as deleted. After 30 days, the activity will be permanently deleted.

What is Pipedrive MCP?

What you can do with Pipedrive MCP on Gumloop

• Search and read your whole pipeline

  List and filter deals (active or archived), search deals by title, notes, or custom fields, and pull full deal details with attached products and files. Your AI agent can surface stalled deals or summarize a deal’s history without you clicking through Pipedrive.

• Create and update deals

  Open new deals, update value, stage, owner, and custom fields, attach or remove products with pricing, and add followers and participants. Move deals through your pipeline stages programmatically as they progress.

• Manage contacts and organizations

  Create, update, search, and read persons and organizations, including marketing-consent status on contacts. Model corporate hierarchies with parent, child, and related organization relationships, and add followers to keep the right people looped in.

• Log and track activities

  Create calls, meetings, and other activities linked to deals, persons, organizations, or projects, then list, update, or reschedule them. Keep your activity timeline current so nothing slips between touchpoints.

• Write notes and comments on any record

  Add HTML notes pinned to deals, persons, organizations, leads, or projects, and read, update, or thread comments on them. Your agent can drop a call summary or a next-step note straight onto the right record.

• Run projects and tasks

  Create and update projects, boards, phases, and tasks (including subtasks), read project plans, and move work between phases and groups. This gives your post-sale and delivery work the same agent coverage as your pipeline.

• Work with synced email threads

  Pull email threads and individual messages from a connected mailbox, read full message bodies, update thread metadata like deal links and read or archive status, and delete threads you no longer need. Useful for catching context an AI agent needs before it acts.

• Search across your CRM and read pipeline settings

  Run a global search across deals, persons, organizations, products, leads, files, mail attachments, and projects, search a specific field with exact or partial matching, and read your pipelines, stages, and activity types to ground every action in your real setup.

How to connect the Gumloop Pipedrive MCP Server

1. Create a Gumloop account

   Sign up at gumloop.com. Every new account starts with a 14-day free trial.

2. Add the Pipedrive MCP server

   Copy your MCP server URL from Gumloop and add it to your preferred client (Claude, Cursor, or Gumloop workflows). You'll authorize on first use.

3. Start using Pipedrive in your AI workflows

   That's it. Your AI agent can now search deals, update contacts, log activities, write notes, and report on your pipeline. Use it inside a Gumloop automation, in Claude Desktop, or in Cursor.

Pipedrive MCP use cases

• Inbound lead intake for SDRs

  When a new lead lands, a Gumloop agent can search Pipedrive for an existing person or organization, create the records if they are missing, open a deal in the right pipeline stage, and log a first-touch activity. SDRs start the day with a clean, deduplicated pipeline instead of manual data entry.

• Pipeline hygiene for account executives

  An AI agent can list deals that have not moved in a set number of days, pull recent activities and notes for each, and update stages, owners, or next-step dates based on your rules. AEs keep their forecast accurate without spending Friday afternoons grooming the board.

• Weekly pipeline reporting for RevOps and sales managers

  Pull every deal by stage and owner, summarize movement since last week, and compile the numbers into Google Sheets or a Slack message. Sales managers get a current snapshot (deals created, stage changes, deals won and lost) without anyone exporting CSVs.

• Activity logging and follow-up for sales teams

  After a meeting, an AI agent can write a note to the deal, create the next follow-up activity, and update the deal’s expected close date. The record stays current the moment a call ends, so handoffs and forecasts stay trustworthy.

• Cross-platform deal alerts

  Chain Pipedrive with Slack, Gmail, and Google Sheets in a single agent. When a deal crosses a threshold or reaches a key stage, the agent can post to a Slack channel, draft a follow-up email in Gmail, and append the deal to a finance sheet, so your CRM talks to the rest of your stack automatically.

Why use Gumloop for Pipedrive MCP

• Connect your account, no tokens to manage

  Pipedrive MCP uses OAuth, so there is no API key to generate or paste. You connect your Pipedrive account once, and Gumloop runs the OAuth flow and refreshes the token automatically. No client IDs or environment variables to manage, and no need to code against the Pipedrive API.

• Works with multiple MCP clients

  Use the Pipedrive MCP server endpoint in Claude Desktop, Cursor, or directly inside Gumloop agents. Same server URL, works with any MCP client.

• Chain Pipedrive with 100+ other integrations

  Combine Pipedrive with Slack, Gmail, Google Sheets, Google Calendar, and other MCP tools in a single AI agent. Pull data from one tool, process it with an LLM, and write the result back to Pipedrive or anywhere else.

• Enterprise-grade and scalable

  Built for teams, with role-based permissions and dedicated support for Pro users. The server respects your existing Pipedrive permissions, so an agent can only reach what your connected account can. For details on Gumloop’s security practices, see trust.gumloop.com.

• Start with a free trial

  You can test the Pipedrive MCP integration during Gumloop’s 14-day free trial before committing. Paid plans start at $37/month.