What Codex can do with Pipedrive
Ask your agent in plain language. Each of these maps to a real tool on the server.
- Ask Codex to use the get fields tool in Pipedrive
- Ask Codex to use the get activity types tool in Pipedrive
- Ask Codex to use the get pipelines & stages tool in Pipedrive
- Ask Codex to search items in Pipedrive
- Ask Codex to use the manage deal products tool in Pipedrive
Add the Pipedrive MCP server to Codex
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 the server and sign in
The Codex CLI, IDE extension and ChatGPT desktop app share this config.
codex mcp add metorial --url <your-magic-mcp-url>codex mcp login metorial3. Check the connection
Type /mcp in Codex to see Metorial and its Pipedrive tools.
Give your team Pipedrive in Codex
Once Pipedrive is enabled in Metorial, teammates sign in with SSO and get the same connection in Codex, 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 Codex
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 Codex
What to expect once Pipedrive is connected.
- Limit which Pipedrive tools Codex sees with enabled_tools and disabled_tools on the metorial server in config.toml.
- Set default_tools_approval_mode to auto, prompt, writes or approve. writes prompts only for tools that are not marked read-only.
- Type /mcp in the composer to see the connected servers.
- Override the approval behavior for a single Pipedrive tool with tools.<tool>.approval_mode.
Troubleshooting Codex
- Metorial is listed but tools are missing
- Codex can connect without credentials and then see nothing. Run codex mcp login metorial to complete the OAuth sign-in.
- Metorial times out at startup
- Codex waits 10 seconds by default. Raise startup_timeout_sec under [mcp_servers.metorial] in ~/.codex/config.toml.
- Long tool calls fail after a minute
- The default tool timeout is 60 seconds. Raise tool_timeout_sec for the metorial server in config.toml.
Based on the Codex MCP documentation.
Frequently asked questions
Common questions about connecting Pipedrive to AI agents with Metorial.
Does Codex support the Pipedrive MCP server?
Yes. Codex connects to the Pipedrive MCP server through one CLI command, pointed at your Metorial URL. You need the Codex CLI, IDE extension or ChatGPT desktop app.Do I need an API key to connect Pipedrive to Codex?
No. You sign in to Pipedrive once through Metorial, and Codex uses that connection. No API keys go into Codex's settings.Which Pipedrive tools can Codex 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 Codex?
Yes. Role-based access control decides who can use Pipedrive and which of its tools appear in Codex, and every call is logged with the person's identity.What if Codex doesn't show Pipedrive tools?
Codex can connect without credentials and then see nothing. Run codex mcp login metorial to complete the OAuth sign-in.
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