How to connect Pipedrive to Claude Code

  • Claude Code gets 22 Pipedrive tools through one Metorial MCP URL.
  • Setup is 3 steps; teammates then sign in with SSO.
  • You need the Claude Code CLI.

Connect PipedriveBook a demo

What Claude Code can do with Pipedrive

Ask your agent in plain language. Each of these maps to a real tool on the server.

  • Ask Claude Code to use the manage activities tool in Pipedrive
  • Ask Claude Code to use the manage persons tool in Pipedrive
  • Ask Claude Code to use the manage pipelines & stages tool in Pipedrive
  • Ask Claude Code to use the convert lead to deal tool in Pipedrive
  • Ask Claude Code to use the get notes tool in Pipedrive

Add the Pipedrive MCP server to Claude Code

Run these once. Afterwards, everyone you give access to signs in the same way.

  1. 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. 2. Add the server over HTTP

    Add --scope user to use it in every project.

    claude mcp add --transport http metorial <your-magic-mcp-url>

  3. 3. Sign in

    Run /mcp, select Metorial and sign in to load Pipedrive tools.

Give your team Pipedrive in Claude Code

Once Pipedrive is enabled in Metorial, teammates sign in with SSO and get the same connection in Claude Code, 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 Code

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 Code

What to expect once Pipedrive is connected.

  • Pipedrive tools appear as mcp__metorial__<tool>. Use that name in permission rules to allow or deny a tool.
  • Run /mcp to see whether Metorial is connected and to sign in again.
  • Claude Code warns when a tool result passes 10,000 tokens and caps it at 25,000 by default. Raise the cap with MAX_MCP_OUTPUT_TOKENS.
  • Pre-approve trusted Pipedrive tools with allow rules in your settings so Claude Code stops asking each time.

Troubleshooting Claude Code

claude mcp list shows "Needs authentication"
Run /mcp, select Metorial, and sign in. If sign-in keeps failing, choose Clear authentication in the same menu and sign in again.
A teammate sees "Pending approval"
Servers shared through a project .mcp.json need approval. Run claude in the project and approve Metorial when asked.
Large tool results are cut off
Claude Code limits MCP tool output to 25,000 tokens by default. Raise it with the MAX_MCP_OUTPUT_TOKENS environment variable.

Based on the Claude Code MCP documentation.

Frequently asked questions

Common questions about connecting Pipedrive to AI agents with Metorial.

  1. Does Claude Code support the Pipedrive MCP server?
    Yes. Claude Code connects to the Pipedrive MCP server through one CLI command, pointed at your Metorial URL. You need the Claude Code CLI.
  2. No. You sign in to Pipedrive once through Metorial, and Claude Code uses that connection. No API keys go into Claude Code's settings.
  3. All 22 Pipedrive tools your team allows, such as Get Pipelines & Stages, Search, Manage Deal Products. Admins can narrow that list per team.
  4. Yes. Role-based access control decides who can use Pipedrive and which of its tools appear in Claude Code, and every call is logged with the person's identity.
  5. Run /mcp, select Metorial, and sign in. If sign-in keeps failing, choose Clear authentication in the same menu and sign in again.

Connect Pipedrive to other AI clients

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