Connect Pipedrive to AI agents

Connect Pipedrive to Claude, Codex, Cursor, or other AI agents for your entire team. Metorial security, governance, observability, and gives your team a unified Magic MCP url to connect.

Supported Tools

get_pipelines

Get Pipelines & Stages

Retrieve pipelines and their stages from Pipedrive. Lists all pipelines with their stages, or fetches a specific pipeline or stage. Use this to understand the sales pipeline structure and stage configuration.

search

Search

Search across Pipedrive entities including deals, leads, persons, organizations, products, and files. Returns matching items with their type, title, and key details. Supports filtering by item type and exact matching.

manage_deal_products

Manage Deal Products

Attach, update, or remove products from deals in Pipedrive. Use this to manage which products are associated with a deal, including quantity, pricing, and discounts.

get_leads

Get Leads

Retrieve leads from the Pipedrive Leads Inbox. Fetch a single lead by ID or list leads with optional filtering by archived status. Returns lead properties including title, linked contacts, value, labels, and timestamps.

get_users

Get Users

Retrieve users from the Pipedrive account. Fetch the current authenticated user, a specific user by ID, or list all users. Returns user details including name, email, role, and active status.

get_organizations

Get Organizations

Retrieve organizations from Pipedrive. Fetch a single organization by ID or list organizations with filtering. Returns organization properties including name, address, linked persons count, open deals count, and timestamps.

get_activities

Get Activities

Retrieve activities from Pipedrive. Fetch a single activity by ID or list activities with optional filtering by user, type, or completion status. Returns activity properties including subject, type, due date, linked entities, and completion status.

manage_products

Manage Products

Create, update, or delete products in the Pipedrive product catalog. Products can be attached to deals with pricing and quantities. Supports setting name, code, unit, tax, prices, and custom fields.

manage_deals

Manage Deals

Create, update, or delete deals in Pipedrive. Use this to add new deals to pipelines, update deal properties (title, value, stage, status, owner, expected close date), or remove deals. Supports attaching deals to persons, organizations, and pipelines. Custom fields can be set via their API keys.

get_persons

Get Persons

Retrieve person contacts from Pipedrive. Fetch a single person by ID or list persons with filtering. Returns contact info, linked organization, and associated deals.

get_deals

Get Deals

Retrieve one or more deals from Pipedrive. Fetch a single deal by ID or list deals with optional filtering by pipeline, stage, status, user, or filter. Returns deal properties including title, value, stage, linked contacts, and timestamps.

manage_leads

Manage Leads

Create, update, or delete leads in the Pipedrive Leads Inbox. Leads are prequalified potential deals that can later be converted to deals. Supports setting title, labels, value, expected close date, linked person/organization, and visibility.

manage_organizations

Manage Organizations

Create, update, or delete organizations in Pipedrive. Organizations represent companies or entities that can be linked to persons and deals. Supports setting name, address, visibility, and custom fields.

manage_notes

Manage Notes

Create, update, or delete notes attached to deals, persons, organizations, or leads in Pipedrive. Notes support HTML content and can be pinned to the top of the entity's detail view.

get_products

Get Products

Retrieve products from the Pipedrive product catalog. Fetch a single product by ID or list all products with pagination.

manage_activities

Manage Activities

Create, update, or delete activities (calls, meetings, tasks, etc.) in Pipedrive. Activities can be linked to deals, persons, and organizations. Supports setting subject, type, due date/time, duration, location, notes, and completion status.

manage_persons

Manage Persons

Create, update, or delete person contacts in Pipedrive. Persons are individual contacts who can be linked to organizations and deals. Supports setting name, email, phone, organization, and custom fields.

manage_pipelines

Manage Pipelines & Stages

Manage sales pipelines and their stages in Pipedrive. Create, update, or delete pipelines and stages. Use this tool to configure your sales process structure. Stages define the steps within a pipeline that deals flow through.

convert_lead_to_deal

Convert Lead To Deal

Convert a Pipedrive lead into a deal. The conversion transfers related notes, files, emails, and activities to the created deal when Pipedrive completes the job.

get_notes

Get Notes

Retrieve notes from Pipedrive. Fetch a single note by ID or list notes attached to deals, persons, organizations, or leads.

get_fields

Get Fields

Retrieve Pipedrive field metadata for deals, persons, organizations, or products. Use this to discover custom field keys and option values before creating or updating records.

get_activity_types

Get Activity Types

Retrieve Pipedrive activity types. Use this to discover the activity type keys accepted by activity create and update operations.

More integrations teams use with Pipedrive

Linear

Create, read, update, and delete issues across teams with support for priorities, labels, assignees, due dates, and workflow states. Manage projects that group related issues, and organize work into time-boxed cycles (sprints). Create and manage documents, comments, and file attachments. Search issues using vector similarity or rich filters. Configure teams, workflow states, and labels. Track customers and link them to issues. Subscribe to real-time webhooks for changes to issues, projects, cycles, comments, documents, and more.

GitHub

Manage repositories, issues, and pull requests. Create and configure branches, star repositories, review code, and merge changes. Automate CI/CD workflows with GitHub Actions, manage workflow runs, secrets, and artifacts. Track issues with labels, milestones, and assignees. Search across code, repositories, issues, and users. Manage organizations, teams, and memberships. Create and manage projects, gists, packages, deployments, and environments. Access security alerts including code scanning, secret scanning, and Dependabot alerts. Read and write file contents in repositories. Manage webhooks, notifications, and codespaces.

Hubspot

Create, read, update, and delete CRM objects including contacts, companies, deals, tickets, and custom objects. Manage associations between CRM records. Track engagements such as calls, emails, meetings, notes, and tasks. Send transactional and marketing emails, manage campaigns, and handle subscription preferences. Build and manage marketing workflows, sequences, and automation actions. Manage CMS content including blog posts, landing pages, and HubDB tables. Handle commerce data including products, orders, invoices, quotes, and payments. Create and manage contact lists for segmentation. Configure deal, ticket, and order pipelines with custom stages. Search and filter CRM records. Bulk import and export CRM data. Manage users, teams, and account settings. Subscribe to webhooks for real-time notifications on object creation, deletion, property changes, merges, and association changes.

Salesforce

Manage CRM data including Accounts, Contacts, Leads, Opportunities, Cases, and custom objects. Create, read, update, and delete records. Query data using SOQL and search across objects using SOSL. Perform bulk data operations for large-scale imports, exports, and migrations. Execute composite requests to batch multiple operations in a single API call. Access analytics, reports, and dashboards. Manage files and attachments associated with records. Interact with Chatter feeds, posts, and groups for social collaboration. Subscribe to real-time change events via Change Data Capture and Platform Events. Manage org metadata including custom objects, fields, layouts, and workflows. Query data using GraphQL for precise data retrieval across related objects.

Apolloio

Search and prospect B2B contacts and companies from a database of over 275 million people and 70 million organizations. Enrich people and company data with emails, phone numbers, and firmographic details. Create and manage contacts, accounts, deals, and tasks. Add contacts to email sequences and manage sequence statuses. Log and search call records. Perform bulk operations for contact creation, account creation, task creation, and data enrichment.

Microsoft Outlook

Send, read, reply to, forward, and manage email messages in user mailboxes. Organize messages into folders, apply categories, flags, and importance levels. Manage file and item attachments. Create, update, delete, and respond to calendar events and meetings. Find available meeting times, manage attendees, handle recurrence, and work with shared or delegated calendars. Create, read, update, and delete contacts, organize them into contact folders, and manage contact photos. Manage tasks and task lists via Microsoft To Do, including due dates, reminders, recurrence, and checklist items. Subscribe to webhook notifications for changes to messages, calendar events, and contacts. Support for Focused Inbox, @-mentions, mail tips, send-on-behalf, and send-as capabilities.

Technical notes for Pipedrive

Manage sales pipelines, deals, leads, contacts, activities, and products in Pipedrive CRM. Create, read, update, delete, and merge deals across configurable pipeline stages. Manage leads in the Leads Inbox and convert them to deals. Create and organize contacts (persons and organizations) with custom fields, followers, and notes. Schedule and track activities like calls, meetings, and tasks linked to deals or contacts. Maintain a product catalog with pricing and attach products to deals. Manage projects with boards, phases, and tasks. Define and track sales goals by user or team. Search across deals, leads, persons, organizations, files, and products. Attach notes, files, and mail threads to entities. Log calls and manage subscriptions. Configure webhooks to receive notifications on deal, lead, contact, activity, product, pipeline, stage, and user events.

Connect Pipedrive to production AI agents

See how Metorial gives Pipedrive access the governance, tracing, and security controls teams need.

Frequently asked questions

Common questions about connecting Pipedrive to AI agents with Metorial.

  1. Can Metorial connect Pipedrive to AI agents?
    Yes. Metorial connects AI agents to Pipedrive through a governed integration layer, so teams can use the provider while keeping access controlled and observable.
  2. Metorial is MCP compatible and lets teams expose approved provider tools to MCP-capable agents and clients through a controlled access layer.
  3. Metorial applies policies across users, groups, providers, agents, and individual tools, then records the context around every agent interaction.
  4. Yes. Metorial records provider activity so teams can inspect tool calls, troubleshoot integrations, and give security teams the visibility they need.