Pipedrive Server

Overview

The Pipedrive server provides comprehensive sales CRM and pipeline management capabilities. Built by Pipedrive, this server enables AI assistants to manage deals, contacts, organizations, activities, and complete sales operations through Pipedrive's API.

Getting Started

1. 1
   Connect to Pipedrive

   Add the Pipedrive server to your Civic environment through the server directory.

2. 2
   Authenticate with Pipedrive

   Connect your Pipedrive account using an API token to access your CRM data.

3. 3
   Test Connection

   Start with get_pipelines to explore your sales pipelines and get_deals to view your active deals.

What You Can Do

Deal Management

Track and manage sales deals through your pipeline with full CRUD operations

Contact Management

Manage persons and organizations with comprehensive contact information

Pipeline Configuration

Configure sales pipelines, stages, and deal progression workflows

Activity Tracking

Schedule and track calls, meetings, tasks, and other sales activities

Use Cases

Sales Pipeline Management

• Deal Tracking: Create, update, and monitor deals through your sales stages
• Pipeline Configuration: Set up custom pipelines with stages and probabilities
• Deal Analysis: Filter deals by status, owner, person, or organization
• Batch Operations: Bulk create, update, or delete deals for efficiency

Contact & Relationship Management

• Person Management: Maintain comprehensive contact profiles with email and phone
• Organization Tracking: Manage company accounts with addresses and relationships
• Contact Search: Find persons and organizations with flexible search capabilities
• Contact Linking: Associate persons with organizations and deals

Activity & Task Management

• Activity Scheduling: Create calls, meetings, tasks, deadlines, and emails
• Activity Tracking: Monitor completion status and track team activities
• Due Date Management: Set and track due dates and times for activities
• Activity Organization: Link activities to deals, persons, and organizations

Notes & Documentation

• Note Creation: Add notes to deals, persons, and organizations
• Note Pinning: Pin important notes for quick visibility
• Note Organization: Filter notes by associated entity or user
• Batch Operations: Manage multiple notes efficiently

Universal Search

• Cross-Object Search: Search across deals, persons, organizations, and more
• Related Items: Include related items in search results
• Flexible Filtering: Use exact match or fuzzy search with field selection
• Comprehensive Results: Get unified results across multiple entity types

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Available Tools (54)

Deal Management (10 tools)

Core operations for managing sales deals and opportunities.

Deal Operations

get_deals

Get a list of deals from Pipedrive with filtering and pagination

• Parameters: start, limit (default: 100, max: 500), status, filter_id
• Filters: user_id, person_id, org_id for targeted retrieval
• Status Options: all_not_deleted, open, won, lost, deleted

get_deal

Get a specific deal by ID with complete details

• Parameters: id (required)
• Returns: Full deal information including value, stage, dates, associations

search_deals

Search for deals using text queries

• Parameters: term (required), fields, exact_match, person_id, org_id
• Use Cases: Find deals by title, filter by contacts or accounts

create_deal

Create a new deal in Pipedrive

• Required: title
• Optional: value, currency, user_id, person_id, org_id, stage_id, status
• Additional: probability (0-100), expected_close_date, visibility settings

update_deal

Update an existing deal

• Required: id
• Updatable: All deal properties including title, value, stage, status

delete_deal

Delete a deal from Pipedrive

• Required: id
• Note: Permanently removes the deal

Batch Operations

batch_create_deals

Create multiple deals in a single operation

• Parameters: deals array (each with title, value, currency, etc.)
• Efficiency: Bulk deal creation for imports or bulk operations

batch_update_deals

Update multiple deals simultaneously

• Parameters: deals array (each must include id)
• Use Cases: Mass status updates, bulk reassignment

batch_delete_deals

Delete multiple deals in one operation

• Parameters: ids array
• Use Cases: Bulk cleanup, data management

info

Deal Status Values: open (active), won (closed won), lost (closed lost), deleted (removed)

Person Management (9 tools)

Manage individual contacts with comprehensive profile information.

Person Operations

get_persons

Get a list of persons from Pipedrive

• Parameters: start, limit (default: 100, max: 500), user_id, filter_id
• Filters: first_char to filter by name's first letter

get_person

Get a specific person by ID

• Parameters: id (required)
• Returns: Complete contact information including email, phone, organization

search_persons

Search for persons using text queries

• Parameters: term (required), fields, exact_match, org_id
• Use Cases: Find contacts by name, filter by organization

create_person

Create a new person in Pipedrive

• Required: name
• Optional: owner_id, org_id, email, phone, visible_to

update_person

Update an existing person

• Required: id
• Updatable: name, owner_id, org_id, email, phone, visibility

delete_person

Delete a person from Pipedrive

• Required: id

Batch Operations

batch_create_persons

Create multiple persons in one operation

• Parameters: persons array (each with name, email, phone, org_id)

batch_update_persons

Update multiple persons simultaneously

• Parameters: persons array (each must include id)

batch_delete_persons

Delete multiple persons in one operation

• Parameters: ids array

note

Visibility Options: 1=Owner & followers, 3=Entire company, 5=Owner's visibility group, 7=Owner's visibility group and sub-groups

Organization Management (9 tools)

Manage company accounts and organizational relationships.

Organization Operations

get_organizations

Get a list of organizations from Pipedrive

• Parameters: start, limit (default: 100, max: 500), user_id, filter_id
• Filters: first_char to filter by name's first letter

get_organization

Get a specific organization by ID

• Parameters: id (required)
• Returns: Complete organization details including address and owner

search_organizations

Search for organizations using text queries

• Parameters: term (required), fields, exact_match
• Use Cases: Find companies by name with flexible search

create_organization

Create a new organization in Pipedrive

• Required: name
• Optional: owner_id, visible_to, address

update_organization

Update an existing organization

• Required: id
• Updatable: name, owner_id, visible_to, address

delete_organization

Delete an organization from Pipedrive

• Required: id

Batch Operations

batch_create_organizations

Create multiple organizations in one operation

• Parameters: organizations array (each with name, owner_id, address)

batch_update_organizations

Update multiple organizations simultaneously

• Parameters: organizations array (each must include id)

batch_delete_organizations

Delete multiple organizations in one operation

• Parameters: ids array

Pipeline & Stage Management (8 tools)

Configure and manage sales pipelines and deal stages.

Pipeline Operations

get_pipelines

Get all pipelines in your Pipedrive account

• Returns: List of all configured pipelines
• Use Cases: Discover available pipelines, understand sales structure

get_pipeline

Get a specific pipeline by ID

• Parameters: id (required)
• Returns: Pipeline details including stages and configuration

create_pipeline

Create a new sales pipeline

• Required: name
• Optional: deal_probability (0 or 1), order_nr, active status

update_pipeline

Update an existing pipeline

• Required: id
• Updatable: name, deal_probability, order_nr, active status

delete_pipeline

Delete a pipeline from Pipedrive

• Required: id
• Warning: Affects all deals in the pipeline

Stage Operations

get_stages

Get pipeline stages

• Parameters: pipeline_id (optional filter)
• Returns: All stages or stages for a specific pipeline

get_stage

Get a specific stage by ID

• Parameters: id (required)
• Returns: Stage details including probability and rotten settings

create_stage

Create a new stage in a pipeline

• Required: name, pipeline_id
• Optional: deal_probability (0-100), rotten_days, rotten_flag, order_nr

update_stage

Update an existing stage

• Required: id
• Updatable: All stage properties including probability and rotten settings

delete_stage

Delete a stage from a pipeline

• Required: id

tip

Rotten Deals: Set rotten_days to automatically flag deals that stay in a stage too long without activity.

Activity Management (9 tools)

Schedule and track sales activities including calls, meetings, and tasks.

Activity Operations

get_activities

Get a list of activities from Pipedrive

• Parameters: start, limit (default: 100, max: 500), user_id, filter_id
• Filters: type, done (0=not done, 1=done)
• Use Cases: View pending tasks, track completed activities

get_activity

Get a specific activity by ID

• Parameters: id (required)
• Returns: Complete activity details including due date, duration, notes

create_activity

Create a new activity in Pipedrive

• Required: subject, type (call, meeting, task, deadline, email, lunch)
• Optional: due_date, due_time, duration, user_id, deal_id, person_id, org_id
• Additional: note, done status (0 or 1)

update_activity

Update an existing activity

• Required: id
• Updatable: All activity properties including subject, type, dates, associations

delete_activity

Delete an activity from Pipedrive

• Required: id

mark_activity_done

Mark an activity as completed (convenience method)

• Required: id
• Use Cases: Quick completion without updating other fields

Batch Operations

batch_create_activities

Create multiple activities in one operation

• Parameters: activities array (each with subject, type, due_date, etc.)

batch_update_activities

Update multiple activities simultaneously

• Parameters: activities array (each must include id)

batch_delete_activities

Delete multiple activities in one operation

• Parameters: ids array

info

Activity Types: call, meeting, task, deadline, email, lunch. Each type can have due dates, times, and durations.

Note Management (8 tools)

Create and manage notes attached to deals, persons, and organizations.

Note Operations

get_notes

Get a list of notes from Pipedrive

• Parameters: start, limit (default: 100, max: 500), user_id
• Filters: deal_id, person_id, org_id, pinned flags
• Use Cases: View notes by entity, filter pinned notes

get_note

Get a specific note by ID

• Parameters: id (required)
• Returns: Note content and associated entities

create_note

Create a new note in Pipedrive

• Required: content
• Optional: user_id, deal_id, person_id, org_id
• Pinning: pinned_to_deal_flag, pinned_to_person_flag, pinned_to_organization_flag

update_note

Update an existing note

• Required: id
• Updatable: content, associations, pinning flags

delete_note

Delete a note from Pipedrive

• Required: id

Batch Operations

batch_create_notes

Create multiple notes in one operation

• Parameters: notes array (each with content, deal_id, person_id)

batch_update_notes

Update multiple notes simultaneously

• Parameters: notes array (each must include id)

batch_delete_notes

Delete multiple notes in one operation

• Parameters: ids array

note

Note Pinning: Pin notes (flag value 1) to make them prominent on deals, persons, or organizations. Use 0 to unpin.

Universal Search (1 tool)

Search across multiple entity types in a single query.

search_items

Search across multiple item types in Pipedrive

• Required: term
• Item Types: deal, person, organization, product, lead, file
• Parameters: item_types (comma-separated), fields, exact_match
• Options: search_for_related_items, include_fields
• Pagination: start, limit
• Use Cases: Universal search, cross-entity discovery, related item exploration

tip

Pro Tip: Use search_items without specifying item_types to search across all entity types at once for comprehensive results.

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Configuration Requirements

Authentication Setup

The Pipedrive server uses API Key authentication:

API Token

Obtaining Your API Token:

1. Go to "Personal preferences" under your avatar (top right of the page)
2. Open the API tab
3. Generate an API token
4. Civic will ask you for this token when you interact with Pipedrive

Token Scope:

• Full access to your Pipedrive data
• Read and write permissions for all CRM entities
• Honors your user permissions and visibility settings

Account Requirements

• Pipedrive Account: Any Pipedrive plan (Essential, Advanced, Professional, Enterprise)
• API Access: API access is available on all Pipedrive plans
• Permissions: API operations respect your user role and visibility settings
• Rate Limits: Be aware of Pipedrive's API rate limits (varies by plan)

Best Practices

Deal Management

1. Pipeline First: Use get_pipelines and get_stages to understand your sales structure before creating deals
2. Status Tracking: Use appropriate status values (open, won, lost) to maintain accurate pipeline metrics
3. Deal Associations: Link deals to persons and organizations for complete relationship tracking
4. Batch Operations: Use batch tools when creating or updating multiple deals for better performance

Contact Management

1. Organization Links: Associate persons with organizations to maintain company relationships
2. Search Efficiency: Use search tools with specific fields for faster results
3. Visibility Settings: Configure appropriate visibility levels based on team structure
4. Data Quality: Maintain consistent email and phone formats for better data integrity

Activity Planning

1. Activity Types: Choose appropriate types (call, meeting, task) based on the action required
2. Due Dates: Always set due dates and times for accountability
3. Association: Link activities to relevant deals, persons, or organizations for context
4. Completion Tracking: Mark activities as done to track team productivity

Pipeline Configuration

1. Stage Progression: Order stages logically from initial contact to closed won/lost
2. Probability Mapping: Set realistic win probabilities for each stage
3. Rotten Deal Alerts: Configure rotten_days to identify stalled deals
4. Active Management: Use order_nr to control stage display order

Note Management

1. Pinning Strategy: Pin important notes for quick visibility but avoid over-pinning
2. Context Linking: Always attach notes to deals, persons, or organizations
3. Batch Creation: Use batch operations when adding notes to multiple entities
4. Content Quality: Write clear, concise notes that provide value for future reference

warning

Pipedrive has API rate limits that vary by plan. Use batch operations when possible and implement proper error handling for rate limit responses.

tip

Pro Tip: Start with read operations (get_pipelines, get_deals, get_persons) to understand your Pipedrive structure before implementing create/update operations.

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Guardrails

In addition to the 14 universal guardrails, this server has 32 server-specific guardrails across 15 operations.

note

32 specific guardrails — comprehensive deletion blocking across all entity types, owner/pipeline-based response filtering, batch size controls, and financial data redaction.

Guardrail	Operation	Timing	Description
Limit Batch Create Activities Size	batch_create_activities	Request	Caps activities per batch
Limit Batch Create Deals Size	batch_create_deals	Request	Caps deals per batch
Limit Batch Create Organizations Size	batch_create_organizations	Request	Caps orgs per batch
Limit Batch Create Persons Size	batch_create_persons	Request	Caps persons per batch
Limit Batch Delete Deals Size	batch_delete_deals	Request	Caps deals deleted per batch
Limit Batch Update Deals Size	batch_update_deals	Request	Caps deals updated per batch
Restrict Activity Types	create_activity	Request	Allowlist for activity types
Restrict Deal Visibility Settings	create_deal	Request	Restricts to approved visibility values
Restrict to Vetted Stage IDs	create_deal	Request	Allowlist for pipeline stages
Restrict Organization Visibility	create_organization	Request	Restricts to approved visibility values
Restrict Person Visibility	create_person	Request	Restricts to approved visibility values
Block Activity Deletion	delete_activity	Request	Prevents activity deletion
Block Deal Deletion	delete_deal	Request	Prevents deal deletion
Block Note Deletion	delete_note	Request	Prevents note deletion
Block Organization Deletion	delete_organization	Request	Prevents org deletion
Block Person Deletion	delete_person	Request	Prevents person deletion
Block Pipeline Deletion	delete_pipeline	Request	Prevents pipeline deletion
Block Stage Deletion	delete_stage	Request	Prevents stage deletion
Filter Activities by User	get_activities	Response	Redacts activities from non-vetted users
Redact Deal Financial Data	get_deal	Response	Redacts deal value field
Filter Deals by Owner	get_deals	Response	Redacts deals from non-vetted owners
Filter Deals by Pipeline	get_deals	Response	Redacts deals from non-vetted pipelines
Limit Deals Pagination Size	get_deals	Request	Caps results per page
Restrict to Vetted Pipeline IDs	get_deals	Request	Allowlist for pipeline queries
Restrict to Vetted User IDs	get_deals	Request	Allowlist for user queries
Filter Notes by User	get_notes	Response	Redacts notes from non-vetted users
Filter Organizations by Owner	get_organizations	Response	Redacts orgs from non-vetted owners
Filter Persons by Owner	get_persons	Response	Redacts persons from non-vetted owners
Limit Persons Pagination Size	get_persons	Request	Caps results per page
Limit Search Results Size	search_items	Request	Caps search result count
Restrict Pipeline Modification	update_pipeline	Request	Allowlist for modifiable pipelines
Redact Email Addresses	(all operations)	Response	Redacts emails from all responses

tip

Configure guardrails via the Civic UI or ask the Configurator Agent: "Add guardrails to my Pipedrive server."