What Claude can do with Pipedrive
Ask your agent in plain language. Each of these maps to a real tool on the server.
- Ask Claude to use the get pipelines & stages tool in Pipedrive
- Ask Claude to search items in Pipedrive
- Ask Claude to use the manage deal products tool in Pipedrive
- Ask Claude to use the get leads tool in Pipedrive
- Ask Claude to use the get users tool in Pipedrive
Add the Pipedrive MCP server to Claude
Run these once. Afterwards, everyone you give access to signs in the same way.
1. Enable Pipedrive in Metorial
In your Metorial portal, enable the Pipedrive MCP server and sign in with the account that owns the data. Access stays governed by your team policies.
2. Add a custom connector
Open Customize, then Connectors. Select Add, then Custom, then Web.
3. Paste your Metorial MCP URL
Name it Metorial, paste your Magic MCP URL (<your-magic-mcp-url>) and continue.
4. Sign in
Select Add and sign in to load Pipedrive tools.
Give your team Pipedrive in Claude
Once Pipedrive is enabled in Metorial, teammates sign in with SSO and get the same connection in Claude, with only the tools their role allows.
One link covers every app you approve. See how the MCP gateway handles access, roles and audit logs for the whole company.
Pipedrive tools available in Claude
Full descriptions and inputs are on the Pipedrive MCP server page.
- Get Pipelines & Stages: Retrieve pipelines and their stages from Pipedrive.
- Search: Search across Pipedrive entities including deals, leads, persons, organizations, products, and files.
- Manage Deal Products: Attach, update, or remove products from deals in Pipedrive.
- Get Leads: Retrieve leads from the Pipedrive Leads Inbox.
- Get Users: Retrieve users from the Pipedrive account.
- Get Organizations: Retrieve organizations from Pipedrive.
- Get Activities: Retrieve activities from Pipedrive.
- Manage Products: Create, update, or delete products in the Pipedrive product catalog.
- Manage Deals: Create, update, or delete deals in Pipedrive.
- Get Persons: Retrieve person contacts from Pipedrive.
- Get Deals: Retrieve one or more deals from Pipedrive.
- Manage Leads: Create, update, or delete leads in the Pipedrive Leads Inbox.
- Manage Organizations: Create, update, or delete organizations in Pipedrive.
- Manage Notes: Create, update, or delete notes attached to deals, persons, organizations, or leads in Pipedrive.
- Get Products: Retrieve products from the Pipedrive product catalog.
- And 7 more on the Pipedrive MCP server page.
Using Pipedrive tools in Claude
What to expect once Pipedrive is connected.
- Turn Metorial on for a conversation with the + button, then Connectors; each connector has its own toggle.
- Claude asks before it runs a Pipedrive tool. Choose Allow always only for tools you trust to run unsupervised.
- Use the Search and tools menu to switch off tools you do not need in the current conversation.
- Remove the connector from Customize, then Connectors. Team and Enterprise owners can do this for the whole organization.
Troubleshooting Claude
- Members on a Team or Enterprise plan cannot add the connector
- On Team and Enterprise plans an Owner adds custom connectors in Organization settings, then Connectors. Members then connect it with their own account.
- The Free plan only allows one custom connector
- One is enough: your Metorial URL carries every app your team approves, so you never need a second connector.
- Tools do not show up in a chat
- Connectors are switched on per conversation. Open the + menu in the chat, choose Connectors, and turn Metorial on.
Based on the Claude MCP documentation.
Frequently asked questions
Common questions about connecting Pipedrive to AI agents with Metorial.
Does Claude support the Pipedrive MCP server?
Yes. Claude connects to the Pipedrive MCP server through its connector settings, pointed at your Metorial URL. You need any Claude plan; Free plans allow one custom connector.Do I need an API key to connect Pipedrive to Claude?
No. You sign in to Pipedrive once through Metorial, and Claude uses that connection. No API keys go into Claude's settings.Which Pipedrive tools can Claude use?
All 22 Pipedrive tools your team allows, such as Get Pipelines & Stages, Search, Manage Deal Products. Admins can narrow that list per team.Can I control which teammates use Pipedrive in Claude?
Yes. Role-based access control decides who can use Pipedrive and which of its tools appear in Claude, and every call is logged with the person's identity.What if Claude doesn't show Pipedrive tools?
On Team and Enterprise plans an Owner adds custom connectors in Organization settings, then Connectors. Members then connect it with their own account.
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