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Pipedrive Server

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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.

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Getting Started

1

Connect to Pipedrive

Add the Pipedrive server to your Nexus environment through the server directory.
2

Authenticate with Pipedrive

Connect your Pipedrive account using an API token to access your CRM data.
3

Test Connection

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

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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

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Use Cases

  • 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
  • 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 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
  • 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

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Available Tools (54)

Core operations for managing sales deals and opportunities.Deal Operations
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 a specific deal by ID with complete details
  • Parameters: id (required)
  • Returns: Full deal information including value, stage, dates, associations
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 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 an existing deal
  • Required: id
  • Updatable: All deal properties including title, value, stage, status
Delete a deal from Pipedrive
  • Required: id
  • Note: Permanently removes the deal
Batch Operations
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
Update multiple deals simultaneously
  • Parameters: deals array (each must include id)
  • Use Cases: Mass status updates, bulk reassignment
Delete multiple deals in one operation
  • Parameters: ids array
  • Use Cases: Bulk cleanup, data management
Deal Status Values: open (active), won (closed won), lost (closed lost), deleted (removed)
Manage individual contacts with comprehensive profile information.Person Operations
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 a specific person by ID
  • Parameters: id (required)
  • Returns: Complete contact information including email, phone, organization
Search for persons using text queries
  • Parameters: term (required), fields, exact_match, org_id
  • Use Cases: Find contacts by name, filter by organization
Create a new person in Pipedrive
  • Required: name
  • Optional: owner_id, org_id, email, phone, visible_to
Update an existing person
  • Required: id
  • Updatable: name, owner_id, org_id, email, phone, visibility
Delete a person from Pipedrive
  • Required: id
Batch Operations
Create multiple persons in one operation
  • Parameters: persons array (each with name, email, phone, org_id)
Update multiple persons simultaneously
  • Parameters: persons array (each must include id)
Delete multiple persons in one operation
  • Parameters: ids array
Visibility Options: 1=Owner & followers, 3=Entire company, 5=Owner’s visibility group, 7=Owner’s visibility group and sub-groups
Manage company accounts and organizational relationships.Organization Operations
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 a specific organization by ID
  • Parameters: id (required)
  • Returns: Complete organization details including address and owner
Search for organizations using text queries
  • Parameters: term (required), fields, exact_match
  • Use Cases: Find companies by name with flexible search
Create a new organization in Pipedrive
  • Required: name
  • Optional: owner_id, visible_to, address
Update an existing organization
  • Required: id
  • Updatable: name, owner_id, visible_to, address
Delete an organization from Pipedrive
  • Required: id
Batch Operations
Create multiple organizations in one operation
  • Parameters: organizations array (each with name, owner_id, address)
Update multiple organizations simultaneously
  • Parameters: organizations array (each must include id)
Delete multiple organizations in one operation
  • Parameters: ids array
Configure and manage sales pipelines and deal stages.Pipeline Operations
Get all pipelines in your Pipedrive account
  • Returns: List of all configured pipelines
  • Use Cases: Discover available pipelines, understand sales structure
Get a specific pipeline by ID
  • Parameters: id (required)
  • Returns: Pipeline details including stages and configuration
Create a new sales pipeline
  • Required: name
  • Optional: deal_probability (0 or 1), order_nr, active status
Update an existing pipeline
  • Required: id
  • Updatable: name, deal_probability, order_nr, active status
Delete a pipeline from Pipedrive
  • Required: id
  • Warning: Affects all deals in the pipeline
Stage Operations
Get pipeline stages
  • Parameters: pipeline_id (optional filter)
  • Returns: All stages or stages for a specific pipeline
Get a specific stage by ID
  • Parameters: id (required)
  • Returns: Stage details including probability and rotten settings
Create a new stage in a pipeline
  • Required: name, pipeline_id
  • Optional: deal_probability (0-100), rotten_days, rotten_flag, order_nr
Update an existing stage
  • Required: id
  • Updatable: All stage properties including probability and rotten settings
Delete a stage from a pipeline
  • Required: id
Rotten Deals: Set rotten_days to automatically flag deals that stay in a stage too long without activity.
Schedule and track sales activities including calls, meetings, and tasks.Activity Operations
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 a specific activity by ID
  • Parameters: id (required)
  • Returns: Complete activity details including due date, duration, notes
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 an existing activity
  • Required: id
  • Updatable: All activity properties including subject, type, dates, associations
Delete an activity from Pipedrive
  • Required: id
Mark an activity as completed (convenience method)
  • Required: id
  • Use Cases: Quick completion without updating other fields
Batch Operations
Create multiple activities in one operation
  • Parameters: activities array (each with subject, type, due_date, etc.)
Update multiple activities simultaneously
  • Parameters: activities array (each must include id)
Delete multiple activities in one operation
  • Parameters: ids array
Activity Types: call, meeting, task, deadline, email, lunch. Each type can have due dates, times, and durations.
Create and manage notes attached to deals, persons, and organizations.Note Operations
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 a specific note by ID
  • Parameters: id (required)
  • Returns: Note content and associated entities
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 an existing note
  • Required: id
  • Updatable: content, associations, pinning flags
Delete a note from Pipedrive
  • Required: id
Batch Operations
Create multiple notes in one operation
  • Parameters: notes array (each with content, deal_id, person_id)
Update multiple notes simultaneously
  • Parameters: notes array (each must include id)
Delete multiple notes in one operation
  • Parameters: ids array
Note Pinning: Pin notes (flag value 1) to make them prominent on deals, persons, or organizations. Use 0 to unpin.
Search across multiple entity types in a single query.
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
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

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Authentication Setup

The Pipedrive server uses API Key authentication:
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. Nexus 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
  • 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)

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Best Practices

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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

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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

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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

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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

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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
Pipedrive has API rate limits that vary by plan. Use batch operations when possible and implement proper error handling for rate limit responses.
Pro Tip: Start with read operations (get_pipelines, get_deals, get_persons) to understand your Pipedrive structure before implementing create/update operations.