Pipedrive MCP | OAuth 2.0 Pipedrive connector for AI agents

CALL ANY TOOL

List and inspect deals, search contacts, surface activities, and retrieve notes across the pipeline.

pipedrive_deals_list

List deals

List Pipedrive deals with stage, owner, and status filters.

Parameters

Name

Type

Required

Description

status

string

Optional

Filter: open, won, lost, deleted

owner_id

integer

Optional

Owner user ID filter

stage_id

integer

Optional

Pipeline stage ID filter

limit

integer

Optional

Max deals

pipedrive_deal_get

Get deal

pipedrive_persons_list

List contacts

pipedrive_activities_list

List activities

pipedrive_notes_list

List notes

Build your Agent

Drop the toolkit in, point it at the user, and your crm agent can use Pipedrive from the first run.

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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 });

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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 }],
});

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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

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List all open deals in [stage name].

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Which deals have no activity in the last 7 days?

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Get full details for deal [id].

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List deals closing this month.

Contacts & notes

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Find contacts at [company name].

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List all notes on deal [id].

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Get activities due today.

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Which contacts have no associated deal?

Reporting

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Combined value of deals in negotiation.

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Win rate by pipeline stage this quarter.

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Top 5 deals by value currently open.

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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

Salesforce customer insights agent

Surface Salesforce account activity, NPS signals, and renewal flags into Slack threads for the account team.

Salesforce

Slack

View agent

SALES

Deal intelligence agent

Combine Gong, Attio, and Slack signals to surface deal risks and next-best actions. Updated after every call.

Why Scalekit

Secure your agent's access. Connectors ship in minutes

Other connector libraries treat auth as a demo afterthought. Scalekit starts with user identity, scope enforcement, and audit.

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.

Pipedrive

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