Connect your AI to Pipedrive

What your AI can do with Pipedrive

Once connected, these tools appear automatically in your AI assistant:

• list_activitiesread-only

  List activities.

• create_activitywrite · needs approval

  Create an activity. Writes to Pipedrive, so it goes through the confirmation guardrail when enabled.

• delete_activitywrite · needs approval

  Delete an activity. Writes to Pipedrive, so it goes through the confirmation guardrail when enabled.

• get_activityread-only

  Get an activity by id.

• update_activitywrite · needs approval

  Update an activity. Writes to Pipedrive, so it goes through the confirmation guardrail when enabled.

• list_project_boardsread-only

  List project boards.

• create_project_boardwrite · needs approval

  Create a project board. Writes to Pipedrive, so it goes through the confirmation guardrail when enabled.

• delete_project_boardwrite · needs approval

  Delete a project board. Writes to Pipedrive, so it goes through the confirmation guardrail when enabled.

• get_project_boardread-only

  Get a project board by id.

• update_project_boardwrite · needs approval

  Update a project board. Writes to Pipedrive, so it goes through the confirmation guardrail when enabled.

• list_dealsread-only

  List deals.

• create_dealwrite · needs approval

  Create a deal. Writes to Pipedrive, so it goes through the confirmation guardrail when enabled.

• list_archived_dealsread-only

  List archived deals — those set aside without being deleted.

• list_installments_across_dealsread-only

  List the installments of SEVERAL deals at once, passing their ids. Installments are the payment schedule of a deal.

• list_products_across_dealsread-only

  List the products attached to SEVERAL deals at once, passing their ids. For one deal, use list_deal_products.

• search_dealsread-only

  Search deals.

• delete_dealwrite · needs approval

  Delete a deal. Pipedrive keeps it recoverable from the trash for 30 days, then removes it for good. Writes to Pipedrive, so it goes through the confirmation guardrail when enabled.

• get_dealread-only

  Get a deal by id.

• update_dealwrite · needs approval

  Update a deal. Writes to Pipedrive, so it goes through the confirmation guardrail when enabled.

• convert_deal_to_leadwrite · needs approval

  Convert a deal into a lead. Conversion is asynchronous: the response carries a conversion id to poll with get_deal_conversion_status. Writes to Pipedrive, so it goes through the confirmation guardrail when enabled.

• get_deal_conversion_statusread-only

  Poll the status of a deal-to-lead conversion started by convert_deal_to_lead.

• list_deal_discountsread-only

  List discounts added to a deal.

• add_deal_discountwrite · needs approval

  Add a discount to a deal. Writes to Pipedrive, so it goes through the confirmation guardrail when enabled.

• delete_deal_discountwrite · needs approval

  Delete a discount from a deal. Writes to Pipedrive, so it goes through the confirmation guardrail when enabled.

• update_deal_discountwrite · needs approval

  Update a discount added to a deal. Writes to Pipedrive, so it goes through the confirmation guardrail when enabled.

• add_deal_installmentwrite · needs approval

  Add an installment to a deal. Writes to Pipedrive, so it goes through the confirmation guardrail when enabled.

• delete_deal_installmentwrite · needs approval

  Delete an installment from a deal. Writes to Pipedrive, so it goes through the confirmation guardrail when enabled.

• update_deal_installmentwrite · needs approval

  Update an installment added to a deal. Writes to Pipedrive, so it goes through the confirmation guardrail when enabled.

• delete_deal_products_bulkwrite · needs approval

  Delete several products from a deal in one call. Writes to Pipedrive, so it goes through the confirmation guardrail when enabled.

• list_deal_productsread-only

  List products attached to a deal.

• add_deal_productwrite · needs approval

  Add a product to a deal. Writes to Pipedrive, so it goes through the confirmation guardrail when enabled.

• add_deal_products_bulkwrite · needs approval

  Add several products to a deal in one call. Writes to Pipedrive, so it goes through the confirmation guardrail when enabled.

• delete_deal_productwrite · needs approval

  Delete an attached product from a deal. Writes to Pipedrive, so it goes through the confirmation guardrail when enabled.

• update_deal_productwrite · needs approval

  Update the product attached to a deal. Writes to Pipedrive, so it goes through the confirmation guardrail when enabled.

• search_itemsread-only

  Search across several item types at once (deals, persons, organizations, products, files…) and get the matches ranked by relevance.

• search_items_by_fieldread-only

  Find the values a single field takes across records — the way to answer 'which values exist for this field?'.

• search_leadsread-only

  Search leads.

• convert_lead_to_dealwrite · needs approval

  Convert a lead into a deal. Conversion is asynchronous: the response carries a conversion id to poll with get_lead_conversion_status. Writes to Pipedrive, so it goes through the confirmation guardrail when enabled.

• get_lead_conversion_statusread-only

  Poll the status of a lead-to-deal conversion started by convert_lead_to_deal.

• list_organizationsread-only

  List organizations.

• create_organizationwrite · needs approval

  Create an organization. Writes to Pipedrive, so it goes through the confirmation guardrail when enabled.

• search_organizationsread-only

  Search organizations.

• delete_organizationwrite · needs approval

  Delete an organization. Recoverable from Pipedrive's trash for 30 days, then gone. Writes to Pipedrive, so it goes through the confirmation guardrail when enabled.

• get_organizationread-only

  Get an organization by id.

• update_organizationwrite · needs approval

  Update an organization. Writes to Pipedrive, so it goes through the confirmation guardrail when enabled.

• list_personsread-only

  List persons.

• create_personwrite · needs approval

  Create a person. Writes to Pipedrive, so it goes through the confirmation guardrail when enabled.

• search_personsread-only

  Search persons.

• delete_personwrite · needs approval

  Delete a person. Recoverable from Pipedrive's trash for 30 days, then gone. Writes to Pipedrive, so it goes through the confirmation guardrail when enabled.

• get_personread-only

  Get a person by id.

• update_personwrite · needs approval

  Update a person. Writes to Pipedrive, so it goes through the confirmation guardrail when enabled.

• get_person_pictureread-only

  Get the profile picture of a person.

• list_project_phasesread-only

  List the phases of a project board.

• create_project_phasewrite · needs approval

  Create a project phase. Writes to Pipedrive, so it goes through the confirmation guardrail when enabled.

• delete_project_phasewrite · needs approval

  Delete a project phase. Writes to Pipedrive, so it goes through the confirmation guardrail when enabled.

• get_project_phaseread-only

  Get a project phase by id.

• update_project_phasewrite · needs approval

  Update a project phase. Writes to Pipedrive, so it goes through the confirmation guardrail when enabled.

• list_pipelinesread-only

  List pipelines.

• create_pipelinewrite · needs approval

  Create a pipeline. Writes to Pipedrive, so it goes through the confirmation guardrail when enabled.

• delete_pipelinewrite · needs approval

  Delete a pipeline. Writes to Pipedrive, so it goes through the confirmation guardrail when enabled.

• get_pipelineread-only

  Get a pipeline by id.

• update_pipelinewrite · needs approval

  Update a pipeline. Writes to Pipedrive, so it goes through the confirmation guardrail when enabled.

• list_productsread-only

  List products.

• create_productwrite · needs approval

  Create a product. Writes to Pipedrive, so it goes through the confirmation guardrail when enabled.

• search_productsread-only

  Search products.

• delete_productwrite · needs approval

  Delete a product. Writes to Pipedrive, so it goes through the confirmation guardrail when enabled.

• get_productread-only

  Get a product by id.

• update_productwrite · needs approval

  Update a product. Writes to Pipedrive, so it goes through the confirmation guardrail when enabled.

• duplicate_productwrite · needs approval

  Duplicate a product, copying its fields into a new one. Writes to Pipedrive, so it goes through the confirmation guardrail when enabled.

• delete_product_imagewrite · needs approval

  Delete the image of a product. Writes to Pipedrive, so it goes through the confirmation guardrail when enabled.

• get_product_imageread-only

  Get the image attached to a product.

• list_product_variationsread-only

  List product variations.

• create_product_variationwrite · needs approval

  Create a product variation. Writes to Pipedrive, so it goes through the confirmation guardrail when enabled.

• delete_product_variationwrite · needs approval

  Delete a product variation. Writes to Pipedrive, so it goes through the confirmation guardrail when enabled.

• update_product_variationwrite · needs approval

  Update a product variation. Writes to Pipedrive, so it goes through the confirmation guardrail when enabled.

• list_project_templatesread-only

  List project templates.

• get_project_templateread-only

  Get a template by id.

• list_projectsread-only

  List projects.

• create_projectwrite · needs approval

  Create a project. Writes to Pipedrive, so it goes through the confirmation guardrail when enabled.

• list_archived_projectsread-only

  List archived projects.

• search_projectsread-only

  Search projects.

• delete_projectwrite · needs approval

  Delete a project. Writes to Pipedrive, so it goes through the confirmation guardrail when enabled.

• get_projectread-only

  Get a project by id.

• update_projectwrite · needs approval

  Update a project. Writes to Pipedrive, so it goes through the confirmation guardrail when enabled.

• archive_projectwrite · needs approval

  Archive a project: it leaves the active lists without being deleted. Writes to Pipedrive, so it goes through the confirmation guardrail when enabled.

• list_project_changelogread-only

  List the changes made to a project's field values, newest first.

• list_project_permitted_usersread-only

  List the users allowed to see a project.

• list_stagesread-only

  List stages.

• create_stagewrite · needs approval

  Create a stage. Writes to Pipedrive, so it goes through the confirmation guardrail when enabled.

• delete_stagewrite · needs approval

  Delete a stage. Writes to Pipedrive, so it goes through the confirmation guardrail when enabled.

• get_stageread-only

  Get a stage by id.

• update_stagewrite · needs approval

  Update stage details. Writes to Pipedrive, so it goes through the confirmation guardrail when enabled.

• list_tasksread-only

  List tasks.

• create_taskwrite · needs approval

  Create a task. Writes to Pipedrive, so it goes through the confirmation guardrail when enabled.

• delete_taskwrite · needs approval

  Delete a task. Writes to Pipedrive, so it goes through the confirmation guardrail when enabled.

• get_taskread-only

  Get a task by id.

• update_taskwrite · needs approval

  Update a task. Writes to Pipedrive, so it goes through the confirmation guardrail when enabled.

• list_fieldsread-only

  List the field definitions of one entity — their keys, labels, types and options. The key is what every custom field is read and written by, so start here whenever a custom field is involved.

• get_fieldread-only

  Get one field definition of an entity by its field code.

• create_fieldwrite · needs approval

  Create a custom field on an entity. This changes the CRM's schema for everyone, not one record. `options` is required for the enum and set types. Writes to Pipedrive, so it goes through the confirmation guardrail when enabled.

• update_fieldwrite · needs approval

  Rename a custom field or change its description. Writes to Pipedrive, so it goes through the confirmation guardrail when enabled.

• delete_fieldwrite · needs approval

  Delete a custom field definition. This is a schema change: the field disappears from every record of that entity, with the values it held. Writes to Pipedrive, so it goes through the confirmation guardrail when enabled.

• add_field_optionswrite · needs approval

  Add option labels to an enum or set field, in bulk. Existing options are kept. Writes to Pipedrive, so it goes through the confirmation guardrail when enabled.

• update_field_optionswrite · needs approval

  Rename existing options of an enum or set field, in bulk. The whole call fails if any option id is unknown. Writes to Pipedrive, so it goes through the confirmation guardrail when enabled.

• delete_field_optionswrite · needs approval

  Delete options of an enum or set field, in bulk. Records holding a deleted option lose that value. The whole call fails if any option id is unknown. Writes to Pipedrive, so it goes through the confirmation guardrail when enabled.

Example prompts

Just ask your AI in plain language — it picks the right Pipedrive tool:

• “List activities — from Pipedrive, in plain language.”
• “Get an activity by id — from Pipedrive, in plain language.”
• “List project boards — from Pipedrive, in plain language.”
• “Get a project board by id — from Pipedrive, in plain language.”

How it works

1. Create your Proxoria account and add your MCP endpoint to Claude or ChatGPT.
2. Connect Pipedrive with a secure OAuth connection — each user connects their own account, credentials encrypted at rest.
3. Your AI instantly gets the Pipedrive tools. Write actions wait for your approval in the dashboard before anything changes.

Frequently asked questions

Does Pipedrive have an official MCP server?

You don't need one. Proxoria exposes Pipedrive to your AI through the Model Context Protocol, so you can use it from Claude, ChatGPT, Mistral or any MCP-compatible client — no official Pipedrive MCP server required.

What can my AI do with Pipedrive through Proxoria?

It gets 105 tools: list_activities, create_activity, delete_activity, get_activity, update_activity, list_project_boards, create_project_board, delete_project_board, get_project_board, update_project_board, list_deals, create_deal, list_archived_deals, list_installments_across_deals, list_products_across_deals, search_deals, delete_deal, get_deal, update_deal, convert_deal_to_lead, get_deal_conversion_status, list_deal_discounts, add_deal_discount, delete_deal_discount, update_deal_discount, add_deal_installment, delete_deal_installment, update_deal_installment, delete_deal_products_bulk, list_deal_products, add_deal_product, add_deal_products_bulk, delete_deal_product, update_deal_product, search_items, search_items_by_field, search_leads, convert_lead_to_deal, get_lead_conversion_status, list_organizations, create_organization, search_organizations, delete_organization, get_organization, update_organization, list_persons, create_person, search_persons, delete_person, get_person, update_person, get_person_picture, list_project_phases, create_project_phase, delete_project_phase, get_project_phase, update_project_phase, list_pipelines, create_pipeline, delete_pipeline, get_pipeline, update_pipeline, list_products, create_product, search_products, delete_product, get_product, update_product, duplicate_product, delete_product_image, get_product_image, list_product_variations, create_product_variation, delete_product_variation, update_product_variation, list_project_templates, get_project_template, list_projects, create_project, list_archived_projects, search_projects, delete_project, get_project, update_project, archive_project, list_project_changelog, list_project_permitted_users, list_stages, create_stage, delete_stage, get_stage, update_stage, list_tasks, create_task, delete_task, get_task, update_task, list_fields, get_field, create_field, update_field, delete_field, add_field_options, update_field_options, delete_field_options. For example, list activities.

Is the Pipedrive connector read-only?

No — it can also make changes. Write actions go through Proxoria's confirmation guardrail by default: your AI proposes them, and you approve each one from your dashboard before anything is written to Pipedrive.

How do I connect Pipedrive to my AI?

Create a Proxoria account, connect Pipedrive with a secure OAuth connection, and add your Proxoria MCP endpoint to Claude or ChatGPT. Your AI instantly gains the Pipedrive tools.