How to connect Pipedrive to Cursor

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

What Cursor can do with Pipedrive

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

  • Ask Cursor to use the get deals tool in Pipedrive
  • Ask Cursor to use the manage leads tool in Pipedrive
  • Ask Cursor to use the manage organizations tool in Pipedrive
  • Ask Cursor to use the manage notes tool in Pipedrive
  • Ask Cursor to use the get products tool in Pipedrive

Add the Pipedrive MCP server to Cursor

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 Metorial to your MCP config

    Use ~/.cursor/mcp.json for every project, or .cursor/mcp.json for one.

    {
    "mcpServers": {
    "metorial": {
    "url": "<your-magic-mcp-url>"
    }
    }
    }
  3. 3. Sign in

    Open Customize in the sidebar, find Metorial and sign in to load Pipedrive tools.

Give your team Pipedrive in Cursor

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

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 Cursor

What to expect once Pipedrive is connected.

  • Cursor picks MCP tools automatically when they are relevant, including in Plan Mode. Name a Pipedrive tool to steer it.
  • Cursor asks for approval before it uses an MCP tool by default. Click the arrow next to the tool name to check the arguments first.
  • Switch the Metorial server off from Customize in the sidebar without removing it.
  • Cursor shows each Pipedrive tool response in chat, with expandable views of the arguments and the result.

Troubleshooting Cursor

Metorial connects but tools are missing or failing
Open the Output panel (Cmd+Shift+U), choose MCP Logs, and look for authentication or connection errors.
Your company blocks the server
Enterprise admins approve remote servers in Team Settings, then MCP Configuration. Ask them to add a URL entry for your Metorial URL.
Cursor asks before every tool call
That is the default. Allowlist the Metorial tools you trust in your Run Mode settings to run them without a prompt.

Based on the Cursor MCP documentation.

Frequently asked questions

Common questions about connecting Pipedrive to AI agents with Metorial.

  1. Does Cursor support the Pipedrive MCP server?
    Yes. Cursor connects to the Pipedrive MCP server through its MCP config file, pointed at your Metorial URL. You need Cursor with MCP support.
  2. No. You sign in to Pipedrive once through Metorial, and Cursor uses that connection. No API keys go into Cursor'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 Cursor, and every call is logged with the person's identity.
  5. Open the Output panel (Cmd+Shift+U), choose MCP Logs, and look for authentication or connection errors.

Connect Pipedrive to other AI clients

Connect other apps to Cursor