Integration

Pipedrive integration

Sales CRM platform API for pipeline and deal management. Manage deals, contacts, organizations, activities, and sales pipelines. Features customizable fields, workflow automation, and sales analytics for building sales tracking and CRM integration solutions. Uses Pipedrive REST API v2 (/api/v2/) where available; v1 paths retained only for resources not yet migrated (leads, notes, files, users, deal participants, deal duplicate/merge, pipeline statistics) - v1 sunset announced for July 31, 2026.

Ask it in chat

Say what should happen.
The workflow builds itself.

When this happens, do that in Pipedrive.Built from the 86 Pipedrive tools below, on the connection you add once.

Common Pipedrive use cases

  • Add inbound lead
  • Update lead value
  • Find deals by title
  • Update note content
  • Display lead details
  • Display user profile
  • Find company by name
  • Find product by name
  • Rename uploaded file
  • Display lead pipeline

What you can do with Pipedrive

Each of these is one operation on one endpoint, available both as a workflow step and as a tool an AI agent can call on its own. Nothing bundles several operations into one action, so what a run did stays readable afterwards.

Most endpoints run on the free plan. A few, mainly the ones that publish on your behalf, need a paid plan.

Deal, 15 operations

  • create_dealCreate dealPOSTCreate new sales deal
  • delete_dealDelete dealDELETEDelete deal from pipeline
  • duplicate_dealDuplicate dealPOSTCreate a copy of an existing deal
  • get_dealGet dealGETRetrieve specific deal by ID
  • get_deals_summaryGet deals summaryGETGet aggregated deals summary
  • get_deals_timelineGet deals timelineGETGet deals grouped by time periods
  • get_pipeline_dealsGet pipeline dealsGETList all deals in a pipeline
  • get_stage_dealsGet stage dealsGETList all deals in a stage
  • list_dealsList dealsGETList all sales deals with filtering
  • list_organization_dealsList organization dealsGETList all deals for an organization
  • list_person_dealsList person dealsGETList all deals for a specific contact
  • list_product_dealsList product dealsGETList all deals for a product
  • merge_dealsMerge dealsPUTMerge two deals into one
  • search_dealsSearch dealsGETSearch deals by title or notes
  • update_dealUpdate dealPATCHUpdate existing deal information

Product, 10 operations

  • add_deal_productAdd deal productPOSTAdd product to a deal
  • create_productCreate productPOSTCreate new product in catalog
  • delete_deal_productDelete deal productDELETERemove product from a deal
  • delete_productDelete productDELETEDelete product from catalog
  • get_productGet productGETRetrieve specific product by ID
  • list_deal_productsList deal productsGETList all products on a deal
  • list_productsList productsGETList all products in catalog
  • search_productsSearch productsGETSearch products by name or code
  • update_deal_productUpdate deal productPUTUpdate product on a deal
  • update_productUpdate productPATCHUpdate existing product

File, 9 operations

  • delete_fileDelete fileDELETEDelete file from system
  • download_fileDownload fileGETDownload file content
  • get_fileGet fileGETRetrieve specific file metadata by ID
  • list_deal_filesList deal filesGETList all files attached to a deal
  • list_filesList filesGETList all files in the system
  • list_organization_filesList organization filesGETList all files attached to an organization
  • list_person_filesList person filesGETList all files attached to a contact
  • update_fileUpdate filePUTUpdate file properties
  • upload_fileUpload filePOSTUpload file and attach to entity

Activity, 8 operations

  • create_activityCreate activityPOSTCreate new scheduled activity
  • delete_activityDelete activityDELETEDelete activity from CRM
  • get_activityGet activityGETRetrieve specific activity by ID
  • list_activitiesList activitiesGETList all scheduled activities with filtering
  • list_deal_activitiesList deal activitiesGETList all activities for a deal
  • list_organization_activitiesList organization activitiesGETList all activities for an organization
  • list_person_activitiesList person activitiesGETList all activities for a specific contact
  • update_activityUpdate activityPATCHUpdate existing activity information

Person, 8 operations

  • create_personCreate personPOSTCreate new contact person
  • delete_personDelete personDELETEDelete contact person from CRM
  • get_personGet personGETRetrieve specific contact person by ID
  • list_organization_personsList organization personsGETList all contacts in an organization
  • list_personsList personsGETList all contact persons with filtering
  • merge_personsMerge personsPUTMerge two contacts into one
  • search_personsSearch personsGETSearch contacts by name, email, or phone
  • update_personUpdate personPATCHUpdate existing contact information

Organization, 7 operations

  • create_organizationCreate organizationPOSTCreate new company organization
  • delete_organizationDelete organizationDELETEDelete organization from CRM
  • get_organizationGet organizationGETRetrieve specific organization by ID
  • list_organizationsList organizationsGETList all company organizations with filtering
  • merge_organizationsMerge organizationsPUTMerge two organizations into one
  • search_organizationsSearch organizationsGETSearch organizations by name or address
  • update_organizationUpdate organizationPATCHUpdate existing organization information

Pipeline, 7 operations

  • create_pipelineCreate pipelinePOSTCreate new sales pipeline
  • delete_pipelineDelete pipelineDELETEDelete pipeline from CRM
  • get_pipelineGet pipelineGETRetrieve specific pipeline by ID
  • get_pipeline_conversion_statisticsGet pipeline conversion statisticsGETGet stage conversion rates for pipeline
  • get_pipeline_movement_statisticsGet pipeline movement statisticsGETGet deal movement statistics for pipeline
  • list_pipelinesList pipelinesGETList all sales pipelines
  • update_pipelineUpdate pipelinePATCHUpdate existing pipeline

Lead, 5 operations

  • create_leadCreate leadPOSTCreates a new lead in Pipedrive.
  • delete_leadDelete leadDELETEPermanently deletes a lead.
  • get_leadGet leadGETRetrieves a specific lead by its UUID.
  • list_leadsList leadsGETLists all leads with optional filtering and pagination.
  • update_leadUpdate leadPATCHUpdates an existing lead.

Note, 5 operations

  • add_noteAdd notePOSTAdd note to deal, contact, or organization
  • delete_noteDelete noteDELETEDelete note from CRM
  • get_noteGet noteGETRetrieve specific note by ID
  • list_notesList notesGETList all notes with filtering
  • update_noteUpdate notePUTUpdate existing note

Stage, 5 operations

  • create_stageCreate stagePOSTCreate new pipeline stage
  • delete_stageDelete stageDELETEDelete stage from pipeline
  • get_stageGet stageGETRetrieve specific stage by ID
  • list_stagesList stagesGETList pipeline stages
  • update_stageUpdate stagePATCHUpdate existing stage

Participant, 3 operations

  • add_deal_participantAdd deal participantPOSTAdd participant to a deal
  • delete_deal_participantDelete deal participantDELETERemove participant from a deal
  • list_deal_participantsList deal participantsGETList all participants on a deal

User, 3 operations

  • get_current_userGet current userGETRetrieve authenticated user profile
  • get_userGet userGETRetrieve specific user by ID
  • list_usersList usersGETList all users in the company

Search result, 1 operation

  • searchSearchGETUniversal search across CRM entities

OAuth scopes Pipedrive requires

Each operation declares the scopes Pipedrive requires for it.

  • deals:fullneeded by add_deal_participant, add_deal_product, add_note and 34 more
  • contacts:fullneeded by create_organization, create_person, delete_organization and 18 more
  • products:fullneeded by create_product, delete_product, get_product and 4 more
  • activities:fullneeded by create_activity, delete_activity, get_activity and 2 more
  • leads:fullneeded by create_lead, delete_lead, get_lead and 2 more
  • users:readneeded by get_user, list_users

Pipedrive API rate limits

  • 40 requests per second
  • Bursts of up to 80 requests

Token-bucket model. Burst caps per 2-second window (OAuth apps, varies by plan): Lite=80, Growth=160, Premium=400, Ultimate=480. Search endpoints capped at 10 req/2s on all plans. Daily token budget = 30,000 base tokens x plan multiplier (1x Lite to 7x Ultimate) x seats. Token costs per call: GET single=2, list=20, search=40, update=10, delete=6. v2 endpoints consume ~50% fewer tokens than v1.

These are the limits Pipedrive documents, not ones LiveContext measured. They can change and often depend on your plan, so check the Pipedrive documentation for current values.

Use Pipedrive from Claude Code, Cursor or Codex

Connect Pipedrive in LiveContext, create an API key in Settings, then add the LiveContext MCP server to your client. Its Pipedrive operations become tools the client can call, next to every other integration you connected.

Claude Code
claude mcp add --transport http livecontext https://livecontext.ai/mcp --header "X-API-Key: YOUR_API_KEY"
Codex (~/.codex/config.toml)
[mcp_servers.livecontext]
url = "https://livecontext.ai/mcp"

[mcp_servers.livecontext.http_headers]
"X-API-Key" = "YOUR_API_KEY"
Cursor, Claude Desktop and other JSON configs
{
  "mcpServers": {
    "livecontext": {
      "type": "http",
      "url": "https://livecontext.ai/mcp",
      "headers": {
        "X-API-Key": "YOUR_API_KEY"
      }
    }
  }
}

Set up the MCP server step by step

How to connect Pipedrive

  1. Create your workspace

    Sign up free. Nothing to install.

  2. Connect Pipedrive once

    Add your Pipedrive connection in Settings. Every tool from this integration reuses it, and secrets are encrypted at rest and visible only to you.

  3. Describe the job in chat

    The workflow builds itself in front of you and picks the endpoints it needs. Drag the steps yourself on the canvas whenever you would rather be explicit.

Pipedrive integration FAQ

What can you do with the Pipedrive integration?

LiveContext exposes 86 operations on Pipedrive, covering deal, product, file and activity. Common uses include Add inbound lead, Update lead value and Find deals by title.

Which OAuth scopes does Pipedrive require?

It depends on the operation: each one declares the scopes Pipedrive requires for it. The most common are deals:full (37 operations), contacts:full (21 operations), products:full (7 operations) and activities:full (5 operations).

What are the Pipedrive API rate limits?

Pipedrive documents 40 requests per second and bursts of up to 80 requests. Token-bucket model. Burst caps per 2-second window (OAuth apps, varies by plan): Lite=80, Growth=160, Premium=400, Ultimate=480. Search endpoints capped at 10 req/2s on all plans. Daily token budget = 30,000 base tokens x plan multiplier (1x Lite to 7x Ultimate) x seats. Token costs per call: GET single=2, list=20, search=40, update=10, delete=6. v2 endpoints consume ~50% fewer tokens than v1. Limits are set by Pipedrive and can depend on your plan.

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