Pipedrive

Live

OAUTH 2.0

CRM

CRM & Sales

Every deal, contact, and pipeline stage your sales team manages lives in Pipedrive. Pipedrive MCP gives your agent authenticated access to CRM data scoped to the user who authorized it.

  • Acts as the user: Access and write actions stay tied to the Pipedrive account that authorized the agent.
  • Credentials stay vaulted: AES-256, resolved at request time, never in LLM context.
  • Scoped before every call: Permissions enforced. 90-day audit trail.
Pipedrive
agent · Acme Q3
Run
Which deals are stuck in negotiation for over 14 days and what is the combined value?
S
pipedrive_deals_list
72ms
CRM agent
6 deals stuck in negotiation over 14 days. Combined value: $284,000. Oldest: Acme Corp (28 days, $80K, owner T. Barnes). Next steps: 4 have no activity in the last 7 days.
Sources: Pipedrive pipeline, negotiation stage
pipedrivemcp
6 deals
18:29
Message Claude...

Tools your crm agent reaches for on Pipedrive, scoped per user.

CALL ANY TOOL
List and inspect deals, search contacts, surface activities, and retrieve notes across the pipeline.
pipedrive_user_me
User me
Retrieve the profile of the currently authenticated user in Pipedrive.
Parameters
Name
Type
Required
Description
No parameters required
pipedrive_deal_get
Deal get
pipedrive_deal_merge
Deal merge
pipedrive_file_get
File get
pipedrive_deals_list
Deals list
pipedrive_lead_get
Lead get
pipedrive_files_list
Files list
pipedrive_note_get
Note get
pipedrive_goals_find
Goals find
pipedrive_user_get
User get
pipedrive_leads_list
Leads list
pipedrive_stage_get
Stage get
pipedrive_notes_list
Notes list
pipedrive_filter_get
Filter get
pipedrive_users_find
Users find
pipedrive_person_get
Person get
pipedrive_users_list
Users list
pipedrive_deal_create
Deal create
pipedrive_deal_delete
Deal delete
pipedrive_deal_update
Deal update
pipedrive_file_delete
File delete
pipedrive_goal_create
Goal create
pipedrive_goal_delete
Goal delete
pipedrive_goal_update
Goal update
pipedrive_item_search
Item search
pipedrive_lead_create
Lead create
pipedrive_lead_delete
Lead delete
pipedrive_lead_update
Lead update
pipedrive_note_create
Note create
pipedrive_note_delete
Note delete
Build your Agent
Drop the toolkit in, point it at the user, and your crm agent can use Pipedrive from the first run.
Python · LlamaIndex
import { ScalekitClient } from "@scalekit-sdk/node";
import { DynamicStructuredTool } from "@langchain/core/tools";
import { createReactAgent } from "@langchain/langgraph/prebuilt";
import { z } from "zod";

const sk = new ScalekitClient(envUrl, clientId, clientSecret);

const { tools } = await sk.tools.listScopedTools("user_123", {
filter: { connectionNames: ["pipedrive"], toolNames: ["pipedrive_deals_list", "pipedrive_deal_get", "pipedrive_persons_list"] },
pageSize: 100,
});

const lcTools = tools.map((t) => new DynamicStructuredTool({
name: t.tool.definition.name,
description: t.tool.definition.description,
schema: z.object({}).passthrough(),
func: async (args) => {
const { data } = await sk.tools.executeTool({
toolName: t.tool.definition.name,
identifier: "user_123",
params: args,
});
return JSON.stringify(data);
},
}));

const agent = createReactAgent({ llm, tools: lcTools });
import { ScalekitClient } from "@scalekit-sdk/node";
import OpenAI from "openai";

const sk = new ScalekitClient(envUrl, clientId, clientSecret);
const openai = new OpenAI();

const { tools } = await sk.tools.listScopedTools("user_123", {
filter: { connectionNames: ["pipedrive"], toolNames: ["pipedrive_deals_list", "pipedrive_deal_get", "pipedrive_persons_list"] },
pageSize: 100,
});

const llmTools = tools.map((t) => ({
type: "function",
function: {
name: t.tool.definition.name,
description: t.tool.definition.description,
parameters: t.tool.definition.input_schema,
},
}));

const resp = await openai.responses.create({
model: "gpt-4o", input: prompt, tools: llmTools,
});
import { ScalekitClient } from "@scalekit-sdk/node";
import Anthropic from "@anthropic-ai/sdk";

const sk = new ScalekitClient(envUrl, clientId, clientSecret);
const anthropic = new Anthropic();

const { tools } = await sk.tools.listScopedTools("user_123", {
filter: { connectionNames: ["pipedrive"], toolNames: ["pipedrive_deals_list", "pipedrive_deal_get", "pipedrive_persons_list"] },
pageSize: 100,
});

const llmTools = tools.map((t) => ({
name: t.tool.definition.name,
description: t.tool.definition.description,
input_schema: t.tool.definition.input_schema,
}));

const msg = await anthropic.messages.create({
model: "claude-sonnet-4-6", max_tokens: 1024,
tools: llmTools,
messages: [{ role: "user", content: prompt }],
});
import { Agent } from "@google/adk/agents";
import {
MCPToolset, StreamableHTTPConnectionParams,
} from "@google/adk/tools/mcp";

const toolset = new MCPToolset({
connectionParams: new StreamableHTTPConnectionParams({
url: "https://mcp.scalekit.com/pipedrive",
headers: { Authorization: `Bearer ${userScopedToken}` },
}),
});

const agent = new Agent({
name: "agent", model: "gemini-2.0-flash",
tools: await toolset.getTools(),
});
Try these prompts
Paste any prompt into your agent to start using Pipedrive.
Pipeline & deals
Copy the prompt
Copied
List all open deals in [stage name].
Copy the prompt
Copied
Which deals have no activity in the last 7 days?
Copy the prompt
Copied
Get full details for deal [id].
Copy the prompt
Copied
List deals closing this month.
Contacts & notes
Copy the prompt
Copied
Find contacts at [company name].
Copy the prompt
Copied
List all notes on deal [id].
Copy the prompt
Copied
Get activities due today.
Copy the prompt
Copied
Which contacts have no associated deal?
Reporting
Copy the prompt
Copied
Combined value of deals in negotiation.
Copy the prompt
Copied
Win rate by pipeline stage this quarter.
Copy the prompt
Copied
Top 5 deals by value currently open.
Copy the prompt
Copied
Activities completed this week by rep.
SEE HOW AUTH WORKS
Users authorize Pipedrive once. Their credentials stay vaulted, every call is checked, and every action is logged.
1
Authorize
Your user connects
Pipedrive
once. We tie it to their identity and the meetings they approved — no shared bot account, no org-wide access
Who:
user ‘A’
when:
Once per user
access:
Limited to user
2
Store
Their
Pipedrive
token lives in a vault scoped to them. User A's meetings are never reachable by an agent acting for user B, even on the same connection
vault:
encrypted
scope:
per-user
tokens:
auto-refreshed
3
Resolve
When your agent calls a
Pipedrive
tool, we fetch the right token server-side. It never touches your agent, never appears in the LLM context, never shows up in your logs
speed:
~40ms
check:
before every call
seen by:
nobody
4
Audit
Every
Pipedrive
tool call is logged — who triggered it, which meeting was fetched, what came back. 90 days of history, tied to the user who authorized it
history:
90 days
export:
SIEM-ready
logged:
every call
Test other agents
Same per-user auth pattern across other crm agents and MCP connectors. Working code, live demos, fork what fits.
GTM and RevOps Teams
Deal room sync
Pulls opportunity context from Salesforce, captures key decisions from Slack, and syncs a running summary to the deal room doc in Google Drive, but only when the deal actually changed.
People Ops and HR teams
Performance review collector
Collects review feedback from Airtable and Google Forms scoped to each manager's direct reports, writes per-employee summaries to Notion, and DMs the manager a Slack digest.
People Ops and HR teams
Offer letter routing agent
Drafts the offer in PandaDoc, blocks on the hiring manager's approval in Slack, then emails the candidate their e-signature link. Every call runs as the recruiter who triggered it, never a shared HR bot.
Support and Ops Teams
Support ticket automation agent
Fetches new Zendesk tickets, drafts a reply from Notion knowledge base articles, digests what it cannot answer to Slack, and archives the rest, acting as the support agent rather than a shared API key.
Test other agents
Same per-user auth pattern across other crm agents and MCP connectors. Working code, live demos, fork what fits.
GTM
Deal room sync agent
Pull opportunity context from Salesforce, capture decisions from Slack, and keep the Google Drive deal room doc current.
PEOPLE OPS
Performance review collector agent
Collect review feedback from Airtable and Google Forms per manager, summarise each report in Notion, and DM the digest in Slack.
PEOPLE OPS
Offer letter routing agent
Draft the offer in PandaDoc, gate it on hiring manager approval in Slack, then email the candidate their signature link.
SUPPORT
Support ticket automation (Google ADK)
Fetch, annotate, and archive Zendesk tickets with Notion context, digesting anything it cannot answer to Slack.
Why Scalekit
Secure your agent's access. Connectors ship in minutes
01.
Shared tokens break per-user analytics
A shared token looks fine in a demo. In production every call looks like a service account. Scalekit resolves the real user credential so attribution, audit, and scope stay accurate.
// shared token
 audit → bot_service_account
 user_filter → broken

 // scalekit
 audit → user_abc
 scope → enforced ✓
02.
Authentication is not authorization
03.
Multi-tenancy is architectural
04.
Pipedrive today. Others tomorrow.
“Our agents act across Salesforce, Gong, Google Drive, and more, on behalf of every customer. Scalekit behind the scenes meant we can keep adding tools without ever rebuilding how credentials or tool calling work.”
Venu Madhav Kattagoni
Head of Engineering / Von
FAQs
Frequently Asked Questions
Does the agent access Pipedrive as the user or as a shared key?
As the user. Each workspace member authorizes once and Scalekit resolves their credential at request time. Audit logs attribute every action to that user, not a shared service account.
Where is the Pipedrive oauth 2.0 stored?
In Scalekit's managed AES-256 token vault, namespaced per tenant. Refresh is automatic. Revocation is a single dashboard action. Tokens never appear in prompts, logs, or LLM context.
Can I limit what the agent is allowed to do in Pipedrive?
Yes. Pass a tool name filter to listScopedTools so the CRM agent only sees the subset you authorize. Pre-API-call scope checks block out-of-policy actions before the request reaches Pipedrive.
What happens when a user revokes Pipedrive access?
The connection is invalidated on the next tool call. Subsequent requests for that user fail closed with a clear error. Other users in the tenant remain unaffected. The event is logged for audit.
Can the agent see deals owned by other reps?
Depends on the authorizing user's Pipedrive visibility settings. Admin users see all deals; regular users see deals scoped to their visibility group. Pipedrive sharing rules apply at every agent call.
Start in your coding agent
Up and running in one command
Install the Scalekit skill in your editor of choice. Connector, auth, tools, prompt, all wired up
Claude Code REPL
/plugin marketplace add scalekit-inc/claude-code-authstack
/plugin install agentkit@scalekit-auth-stack
Cursor Code REPL
# ~/.cursor/mcp.json
{
""mcpServers"": {
""pipedrive"": {
""url"": ""https://mcp.scalekit.com/pipedrive"",
""headers"": { ""Authorization"": ""Bearer $SCALEKIT_TOKEN"" }
}
}
}
Codex Code REPL
# ~/.codex/config.toml
[mcp_servers.pipedrive]
url = ""https://mcp.scalekit.com/pipedrive""
auth_env = ""SCALEKIT_TOKEN""
Copilot Code REPL
# .vscode/mcp.json
{
""servers"": {
""pipedrive"": {
""url"": ""https://mcp.scalekit.com/pipedrive"",
""type"": ""http""
}
}
}