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Pipedrive

Source: https://runstack.engineer/docs/toolkits/pipedrive

Manage the Pipedrive CRM: deals, persons, organizations, activities, notes, and leads, plus pipelines, stages, and the current user.

Tools (21):

ToolDescription
pipedriveListDealsLists Pipedrive deals with cursor pagination, filterable by pipeline, stage, status, owner, person, or organization.
pipedriveGetDealGets one Pipedrive deal by ID: value, status, stage, linked person/organization, owner, and custom fields.
pipedriveCreateDealCreates a Pipedrive deal with a title, optional person/organization links, pipeline/stage, value, and expected close date.
pipedriveUpdateDealUpdates a Pipedrive deal: move stages, change status/value/owner, or edit custom fields. Only provided fields change.
pipedriveDeleteDealDeletes a Pipedrive deal. Use only when the user explicitly asks to remove it.
pipedriveSearchDealsFull-text searches Pipedrive deals by term (title, notes, email) with optional person/organization/status filters.
pipedriveListPersonsLists Pipedrive persons (contacts) with cursor pagination, filterable by owner, organization, or deal.
pipedriveGetPersonGets one Pipedrive person by ID: name, emails, phones, organization link, owner, and custom fields.
pipedriveCreatePersonCreates a Pipedrive person (contact) with a name, optional emails, phones, organization link, and owner.
pipedriveUpdatePersonUpdates a Pipedrive person: rename, change emails/phones, re-link organization, or edit custom fields.
pipedriveListOrganizationsLists Pipedrive organizations (companies) with cursor pagination, filterable by owner.
pipedriveCreateOrganizationCreates a Pipedrive organization (company) with a name, optional website, industry, size, and address.
pipedriveListActivitiesLists Pipedrive activities (calls, meetings, tasks, emails) with cursor pagination, filterable by owner, person, deal, and done state.
pipedriveCreateActivityCreates a Pipedrive activity (call, meeting, task, email...) with subject, type, due date/time, and a linked person/deal/organization.
pipedriveListNotesLists Pipedrive notes with offset pagination, filterable by the deal/person/organization/lead they are attached to.
pipedriveCreateNoteCreates a Pipedrive note (HTML) attached to exactly one object: a deal, person, organization, lead, project, or task.
pipedriveListLeadsLists Pipedrive leads (unqualified opportunities) with offset pagination, filterable by owner, person, and organization.
pipedriveCreateLeadCreates a Pipedrive lead (unqualified opportunity) with a title, linked to a person or organization, with optional value.
pipedriveListPipelinesLists Pipedrive sales pipelines with their IDs, names, and ordering — needed to find pipeline and stage IDs.
pipedriveListStagesLists Pipedrive deal stages, optionally for one pipeline — needed to find stage IDs for creating or moving deals.
pipedriveGetCurrentUserGets the Pipedrive user behind the API token: name, email, company, and permissions — also verifies the token works.