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pipedrive-crm-core-openapi

v1.0.0 · 17 endpoints · 1 connections · shared by Lân Nguyễn Trịnh

Core Pipedrive CRM API for searching and managing persons, deals, and activities. The user supplies a Pipedrive API token or OAuth credential at connection time; no credential is included. Official documentation: https://developers.pipedrive.com/docs/api/v1

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What you can do with pipedrive-crm-core-openapi via MCP

Every endpoint below becomes a governed tool your AI agent (Claude, ChatGPT, or a customer-facing VX agent) can call — with scoped permissions, sandbox testing, and audit logs.

MethodPathOperationDescription
GET /persons listPipedrivePersons List persons
POST /persons createPipedrivePerson Create a person
GET /persons/{person_id} getPipedrivePerson Get a person
PATCH /persons/{person_id} updatePipedrivePerson Update a person
DELETE /persons/{person_id} deletePipedrivePerson Delete a person
GET /persons/search searchPipedrivePersons Search persons
GET /deals listPipedriveDeals List deals
POST /deals createPipedriveDeal Create a deal
GET /deals/{deal_id} getPipedriveDeal Get a deal
PATCH /deals/{deal_id} updatePipedriveDeal Update a deal
DELETE /deals/{deal_id} deletePipedriveDeal Delete a deal
GET /deals/search searchPipedriveDeals Search deals
GET /activities listPipedriveActivities List activities
POST /activities createPipedriveActivity Create an activity
GET /activities/{activity_id} getPipedriveActivity Get an activity
PATCH /activities/{activity_id} updatePipedriveActivity Update an activity
DELETE /activities/{activity_id} deletePipedriveActivity Delete an activity

Authentication

apiToken

API key — sent as the api_token query parameter

Pipedrive API token supplied by the user through the connection configuration.

Usage guide

Getting credentials

  1. Create or sign in to a Pipedrive account at Pipedrive.
  2. For personal testing, open your Pipedrive account settings and copy your API token. For a multi-user integration, configure Pipedrive OAuth.
  3. When VX Agent asks for authentication, provide the Pipedrive API token through the secure connection configuration. This API uses the api_token query parameter.

Keep the API token private. Do not paste it into the Swagger file, marketplace description, prompts, or chat messages.

How to use this API

Use this API to search and manage CRM persons, deals, and sales activities. It is useful for lead management, sales pipeline updates, customer follow-up, and account planning.

A typical workflow is:

  1. Use GET /persons/search or GET /deals/search to find an existing contact or deal.
  2. Use GET /persons/{person_id} or GET /deals/{deal_id} to inspect the record before changing it.
  3. Use GET /activities to review open or completed follow-up activities.
  4. Use POST /persons or POST /deals to create a record after confirming the required information.
  5. Use PATCH /persons/{person_id} or PATCH /deals/{deal_id} to update an existing record.
  6. Use POST /activities to create a follow-up activity linked to a person or deal.
  7. Use DELETE operations only after the user explicitly confirms the exact record and deletion.

Use limit and start for pagination. Search before creating a contact or deal to reduce duplicates. Do not guess record IDs; use the IDs returned by Pipedrive.

Safety and usage notes

Creating, updating, scheduling, or deleting CRM data changes business records. Ask for confirmation before writing personal data, changing deal value or status, scheduling customer-facing activities, or deleting records.

Use the minimum account permissions required. Do not expose contact emails, phone numbers, deal values, private notes, or API tokens. Use a developer sandbox or test account for initial testing when possible.

A 401 response usually indicates an invalid or missing API token. A 400 response may indicate an invalid date, activity type, relationship ID, or custom field.

Official documentation: Pipedrive API Reference.

How to use this spec

  1. Create a free VX Agents account (sandbox tools included).
  2. Open the marketplace and connect “pipedrive-crm-core-openapi” to an agent.
  3. Expose it as an MCP server for Claude/ChatGPT, or chat with it directly.

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