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):
| Tool | Description |
|---|---|
pipedriveListDeals | Lists Pipedrive deals with cursor pagination, filterable by pipeline, stage, status, owner, person, or organization. |
pipedriveGetDeal | Gets one Pipedrive deal by ID: value, status, stage, linked person/organization, owner, and custom fields. |
pipedriveCreateDeal | Creates a Pipedrive deal with a title, optional person/organization links, pipeline/stage, value, and expected close date. |
pipedriveUpdateDeal | Updates a Pipedrive deal: move stages, change status/value/owner, or edit custom fields. Only provided fields change. |
pipedriveDeleteDeal | Deletes a Pipedrive deal. Use only when the user explicitly asks to remove it. |
pipedriveSearchDeals | Full-text searches Pipedrive deals by term (title, notes, email) with optional person/organization/status filters. |
pipedriveListPersons | Lists Pipedrive persons (contacts) with cursor pagination, filterable by owner, organization, or deal. |
pipedriveGetPerson | Gets one Pipedrive person by ID: name, emails, phones, organization link, owner, and custom fields. |
pipedriveCreatePerson | Creates a Pipedrive person (contact) with a name, optional emails, phones, organization link, and owner. |
pipedriveUpdatePerson | Updates a Pipedrive person: rename, change emails/phones, re-link organization, or edit custom fields. |
pipedriveListOrganizations | Lists Pipedrive organizations (companies) with cursor pagination, filterable by owner. |
pipedriveCreateOrganization | Creates a Pipedrive organization (company) with a name, optional website, industry, size, and address. |
pipedriveListActivities | Lists Pipedrive activities (calls, meetings, tasks, emails) with cursor pagination, filterable by owner, person, deal, and done state. |
pipedriveCreateActivity | Creates a Pipedrive activity (call, meeting, task, email...) with subject, type, due date/time, and a linked person/deal/organization. |
pipedriveListNotes | Lists Pipedrive notes with offset pagination, filterable by the deal/person/organization/lead they are attached to. |
pipedriveCreateNote | Creates a Pipedrive note (HTML) attached to exactly one object: a deal, person, organization, lead, project, or task. |
pipedriveListLeads | Lists Pipedrive leads (unqualified opportunities) with offset pagination, filterable by owner, person, and organization. |
pipedriveCreateLead | Creates a Pipedrive lead (unqualified opportunity) with a title, linked to a person or organization, with optional value. |
pipedriveListPipelines | Lists Pipedrive sales pipelines with their IDs, names, and ordering — needed to find pipeline and stage IDs. |
pipedriveListStages | Lists Pipedrive deal stages, optionally for one pipeline — needed to find stage IDs for creating or moving deals. |
pipedriveGetCurrentUser | Gets the Pipedrive user behind the API token: name, email, company, and permissions — also verifies the token works. |