Pipedrive MCP by usefulapi

io.usefulapi由 usefulapi.io 發布官方發布者v1.36.5更新於 Nov 8, 2026

Read deals, persons, organizations, activities and pipelines; create and update CRM records.

發布方自己的服務:Ably MCP by usefulapi

已驗證Streamable HTTP可網頁執行效率與工作流商業與電商

概覽

AI 產生的概覽

託管的 Pipedrive CRM 連接器,讓助理讀取商機、聯絡人、組織、活動與銷售流程,並建立新的 CRM 記錄。

可以做什麼
  • 列出、取得與搜尋商機、聯絡人與組織,支援篩選與排序
  • 跨商機、聯絡人、組織、產品、潛在客戶與檔案進行全域搜尋
  • 列出活動、銷售流程與階段,並依商機、聯絡人、組織或潛在客戶篩選備註
  • 建立商機、聯絡人、活動與備註
  • 讀取目前登入使用者的個人資料,查看每月用量或管理訂閱
適用情境
適合讓助理回答銷售管道相關問題、查詢某公司或聯絡人的所有紀錄,或直接在對話中登錄新的商機、聯絡人、任務與備註,不必切換到 Pipedrive。
執行需求
僅需以 URL 加入的遠端 MCP 端點,無須本機安裝。透過 OAuth 登入,登入頁面要求填寫 Pipedrive API 權杖(可選填公司網域),權杖經驗證後依使用者儲存。超出免費每月呼叫額度後需付費訂閱。
安裝前請注意
有四個工具會寫入 Pipedrive 資料(商機、聯絡人、活動、備註),寫入前應先確認。Pipedrive API 權杖須在服務商登入頁面輸入,並由該第三方保存。用量按次計費:免費方案每月 50 次呼叫,升級工具會回傳 Stripe 付款連結,訂閱前請確認費用。

安裝

在 SourceWeft 中

  1. 開啟 儀表板中的 Pipedrive MCP by usefulapi,將其新增到工作區。
  2. 為需要使用其工具的對話啟用該服務。

Web executable,透過 Streamable HTTP。 遠端服務在工作區中設定後即可從網頁執行環境執行。

交給代理程式安裝

把這段提示詞貼上到 Claude Code、Codex、Cursor 等代理程式,或 SourceWeft 對話中。代理程式會讀取該伺服器的安裝指南,先向你展示發布者、端點和登入方式,經你同意後再把它新增到你的客戶端。金鑰不會寫進任何命令。

閱讀 https://sourceweft.com/mcp/io.usefulapi%2Fpipedrive/install.md,並按其中說明把這個 MCP 伺服器接入我的客戶端。修改任何設定之前,先告訴我它的發布者、端點和登入方式,等我確認。不要把 API 金鑰寫進命令或我會提交的檔案;問我金鑰應從哪裡取得。

檢視代理程式所依據的安裝指南

其他 MCP 客戶端

把它新增到你客戶端的 mcpServers 設定中。

{
  "mcpServers": {
    "pipedrive-by-usefulapi": {
      "type": "http",
      "url": "https://pipedrive.usefulapi.io/mcp"
    }
  }
}

README

Pipedrive MCP by usefulapi

Use your Pipedrive account from Claude, Cursor, or any MCP client — read deals, persons, organizations, activities and pipelines, and create or update CRM records. Hosted, no local install: connect with your own credentials.

Live endpoint: https://pipedrive.usefulapi.io/mcp · Homepage: https://usefulapi.io

Connect

  • Claude (claude.ai, Desktop): open Customize → Connectors, click + Add → Add custom connector, and paste https://pipedrive.usefulapi.io/mcp.
  • Claude Code: claude mcp add --transport http pipedrive https://pipedrive.usefulapi.io/mcp, then run /mcp to log in.
  • VS Code: Add to VS Code.
  • Cursor and other clients: add the URL as a remote MCP server:
json
{  "mcpServers": {    "pipedrive": {      "url": "https://pipedrive.usefulapi.io/mcp"    }  }}

Add only the URL. Do not add an Authorization header or an API key to the client config: the server signs you in with OAuth, and the login page asks for your Pipedrive credentials.

Step-by-step setup, where to find your credentials, and FAQ: https://usefulapi.io/pipedrive/

On first connect you'll provide your Pipedrive API token (Personal preferences → API), optionally with your company domain. It is validated, stored per-user, and scoped to you — no keys in config files.

Tools

ToolTypeWhat it does
pipedrive_list_dealsreadList deals
pipedrive_get_dealreadGet deal
pipedrive_search_dealsreadSearch deals
pipedrive_list_personsreadList persons
pipedrive_get_personreadGet person
pipedrive_search_personsreadSearch persons
pipedrive_list_organizationsreadList organizations
pipedrive_get_organizationreadGet organization
pipedrive_search_organizationsreadSearch organizations
pipedrive_list_activitiesreadList activities
pipedrive_list_pipelinesreadList pipelines
pipedrive_list_stagesreadList stages
pipedrive_search_itemsreadSearch items
pipedrive_get_current_userreadGet current user
pipedrive_list_notesreadList notes
pipedrive_create_dealwriteCreate deal
pipedrive_create_personwriteCreate person
pipedrive_create_activitywriteCreate activity
pipedrive_add_notewriteAdd note
pipedrive_usage_statusmetaUsage status (free-tier meter)
pipedrive_request_featuremetaRequest a missing feature
pipedrive_upgrademetaUpgrade to Pro or Pro+
pipedrive_cancel_subscriptionmetaCancel the Pro subscription

read tools are read-only; write tools mutate data (clients should confirm them); meta tools report usage, manage your subscription or send a feature request.

Pricing

PlanPriceLimit
Free$050 tool calls / month
Pro$9/mo or $90/yr (2 months free)Unlimited*

*Pro has a fair use limit of 10,000 tool calls a month on this server. For more, write to [email protected].

Pro covers this server only. Subscribe with pipedrive_upgrade (it returns a Stripe Checkout link). Cancel any time with pipedrive_cancel_subscription: Pro continues to the end of the paid period, with no refund for the current period, and running pipedrive_upgrade before then undoes the cancel. Or write to [email protected].

License

MIT — see LICENSE. Documentation only; the server is hosted.

來源:servers/pipedrive/README.md,提交 4046075

工具

19

pipedrive_list_deals

List deals

List deals, optionally filtered by filter/owner/person/org/pipeline/stage/status and sorted. Pipedrive REST: GET /api/v2/deals.

輸入參數limitcursororg_idstatussort_byowner_idstage_idfilter_idperson_idpipeline_idsort_direction

pipedrive_get_deal

Get deal

Get a single deal by its id. Pipedrive REST: GET /api/v2/deals/{id}.

輸入參數id必填

pipedrive_search_deals

Search deals

Search deals by term across selected fields. Pipedrive REST: GET /api/v2/deals/search.

輸入參數term必填limitcursorfieldsstatusperson_idexact_matchorganization_id

pipedrive_list_persons

List persons

List persons (contacts), optionally filtered by filter/owner/org and sorted. Pipedrive REST: GET /api/v2/persons.

輸入參數limitcursororg_idsort_byowner_idfilter_idsort_direction

pipedrive_get_person

Get person

Get a single person (contact) by its id. Pipedrive REST: GET /api/v2/persons/{id}.

輸入參數id必填

pipedrive_search_persons

Search persons

Search persons (contacts) by term across selected fields. Pipedrive REST: GET /api/v2/persons/search.

輸入參數term必填limitcursorfieldsexact_matchorganization_id

pipedrive_list_organizations

List organizations

List organizations, optionally filtered by filter/owner and sorted. Pipedrive REST: GET /api/v2/organizations.

輸入參數limitcursorsort_byowner_idfilter_idsort_direction

pipedrive_get_organization

Get organization

Get a single organization by its id. Pipedrive REST: GET /api/v2/organizations/{id}.

輸入參數id必填

pipedrive_search_organizations

Search organizations

Search organizations by term across selected fields. Pipedrive REST: GET /api/v2/organizations/search.

輸入參數term必填limitcursorfieldsexact_match

pipedrive_list_activities

List activities

List activities (tasks/events), optionally filtered by filter/owner/deal/person/org/done/updated_since. Pipedrive REST: GET /api/v2/activities.

輸入參數donelimitcursororg_iddeal_idowner_idfilter_idperson_idupdated_since

pipedrive_list_pipelines

List pipelines

List all pipelines. Pipedrive REST: GET /api/v2/pipelines.

輸入參數limitcursorsort_bysort_direction

pipedrive_list_stages

List stages

List stages, optionally restricted to a single pipeline. Pipedrive REST: GET /api/v2/stages.

輸入參數limitcursorpipeline_id

pipedrive_search_items

Search items

Global search across multiple item types (deals, persons, organizations, products, leads, files, etc.). Pipedrive REST: GET /api/v2/itemSearch.

輸入參數term必填limitcursorfieldsitem_typesexact_matchsearch_for_related_items

pipedrive_get_current_user

Get current user

Get the authenticated user's profile (name, email, company, locale, timezone). Pipedrive REST: GET /api/v1/users/me.

無需輸入參數。

pipedrive_list_notes

List notes

List notes, optionally filtered by user/deal/person/org/lead. Uses v1 (v2 has no notes endpoint) with start+limit pagination. Pipedrive REST: GET /api/v1/notes.

輸入參數sortlimitstartorg_iddeal_idlead_iduser_idperson_id

pipedrive_create_deal

Create deal

Create a new deal. `title` is required; link it to a person/org/pipeline/stage/owner as needed. Pipedrive REST: POST /api/v2/deals.

輸入參數title必填valueorg_idstatuscurrencyowner_idstage_idperson_idvisible_topipeline_idexpected_close_date

pipedrive_create_person

Create person

Create a new person (contact). `name` is required; `email`/`phone` are convenience strings mapped to Pipedrive's structured emails/phones arrays. Pipedrive REST: POST /api/v2/persons.

輸入參數name必填emailphoneorg_idowner_idvisible_to

pipedrive_create_activity

Create activity

Create a new activity (task/event). `subject` is required; link it to a deal/person/org and set type/date/time as needed. Pipedrive REST: POST /api/v2/activities.

輸入參數donenotetypeorg_iddeal_idsubject必填due_datedue_timedurationowner_idperson_id

pipedrive_add_note

Add note

Add a note, linked to at least one of a deal/person/organization/lead. `content` is required (HTML or plain text). Uses v1 (v2 has no notes endpoint). Pipedrive REST: POST /api/v1/notes.

輸入參數org_idcontent必填deal_idlead_idperson_id

版本歷史

22
  1. v1.36.5最新Nov 8, 2026
  2. v1.36.4Nov 7, 2026
  3. v1.35.3Nov 5, 2026
  4. v1.35.2Nov 5, 2026
  5. v1.35.1Nov 4, 2026
  6. v1.35.0Nov 3, 2026
  7. v1.34.1Nov 3, 2026
  8. v1.33.0Nov 1, 2026
  9. v1.31.0Oct 31, 2026
  10. v1.30.0Oct 31, 2026
  11. v1.29.2Oct 30, 2026
  12. v1.29.0Oct 30, 2026
  13. v1.24.0Oct 26, 2026
  14. v1.21.3Oct 25, 2026
  15. v1.21.0Oct 25, 2026
  16. v1.20.0Oct 24, 2026
  17. v1.17.0Oct 23, 2026
  18. v1.16.4Oct 22, 2026
  19. v1.16.3Oct 21, 2026
  20. v1.11.1Oct 9, 2026
  21. v1.10.0Oct 9, 2026
  22. v1.0.0Sep 16, 2026

評分

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  • 近 30 天內可連通必需25 分
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  • 圖示10 分
  • 文件15 分
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