Pipedrive Integration for AI Agents

Securely connect your AI agents and chatbots (Claude, ChatGPT, Cursor, etc) with Pipedrive MCP or direct API to manage deals, update leads, add activities, and automate pipeline actions through natural language.
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Supported Tools and Triggers

Tools
Triggers
Add a call logAdds a new call log.
Add a channelNew messaging channel added; registration limited to admins.
Add a comment to a noteAdds a new comment to a note.
Add a dealAdd a new deal to pipedrive with any custom fields, which vary by account and are identified by long hash keys.
Add a follower to a dealAdds a follower to a deal.
Add a follower to an organizationAdds a follower to an organization.
Add a follower to a personAdds a follower to a person.
Add a follower to a productAdds a follower to a product.
Add a leadPipedrive api lets you add leads linked to people or organizations and tags them with 'api' source.
Add a lead labelCreates a lead label.
Add an activityNew activity added.
Add a new deal fieldAdds a new deal field.
Add a new filterNew filter creation returns an id.
Add a new goalAdds a new goal.
Add a new organization fieldAdds a new organization field.
Add a new person fieldAdds a new person field.
Add a new pipelineAdds a new pipeline.
Add a new product fieldAdds a new product field.
Add a new stageAdds a new stage, returns the id upon success.
Add a new teamAdds a new team to the company and returns the created object.
Add a new userAdds a new user to the company, returns the id upon success.
Add an installment subscriptionAdds a new installment subscription.
Add an organizationSet up a new pipedrive organization using custom fields with unique key hashes.
Add a noteAdd a note to a deal, person, organization, lead, or project in pipedrive.
Add a participant to a dealAdds a participant to a deal.
Add a personAdd a new contact in pipedrive with optional custom fields unique to each account found using the `personfields` endpoint.
Add a productAdds a new product to the products inventory.
Add a product to a dealAdds a product to a deal, creating a new item called a deal-product.
Add a projectAdds a new project.
Add a recurring subscriptionAdds a new recurring subscription.
Add a roleAdds a new role.
Add a taskAdds a new task.
Add fileUpload and link files to deals, people, organizations, activities, products, or leads in pipedrive.
Add new activity typeAdds a new activity type.
Add or update role settingAdds or updates the visibility setting for a role.
Add person pictureThis service allows adding a photo to a person's profile, replacing any existing one.
Add role assignmentAssigns a user to a role.
Add users to a teamAdds users to an existing team.
Archive a projectArchives a project.
Attach an audio file to the call logAdds an audio recording to the call log.
Cancel a recurring subscriptionCancels a recurring subscription.
Create a new webhookCreates and returns details of a new webhook.
Create an organization relationshipCreates and returns an organization relationship.
Create a remote file and link it to an itemCreates an empty file on google drive linked to an item.
Delete a call logDeletes a call log.
Delete a channelThe endpoint removes a messenger channel along with conversations and messages.
Delete a comment related to a noteDeletes a comment.
Delete a conversationDeletes an existing conversation.
Delete a dealMarks a deal as deleted.
Delete a deal fieldMarks a field as deleted.
Delete a fileMarks a file as deleted.
Delete a filterMarks a filter as deleted.
Delete a follower from a dealDeletes a follower from a deal.
Delete a follower from an organizationDeletes a follower from an organization.
Delete a follower from a personDeletes a follower from a person.
Delete a follower from a productDeletes a follower from a product.
Delete a leadDeletes a specific lead.
Delete a lead labelDeletes a specific lead label.
Delete an activityMarks an activity as deleted.
Delete an activity typeMarks an activity type as deleted.
Delete an attached product from a dealDeletes a product attachment from a deal, using the `product attachment id`.
Delete an organizationMarks an organization as deleted.
Delete an organization fieldMarks a field as deleted.
Delete an organization relationshipDeletes an organization relationship and returns the deleted id.
Delete a noteDeletes a specific note.
Delete a participant from a dealDeletes a participant from a deal.
Delete a personMarks a person as deleted.
Delete a person fieldMarks a field as deleted.
Delete a pipelineMarks a pipeline as deleted.
Delete a productMarks a product as deleted.
Delete a product fieldMarks a product field as deleted.
Delete a projectMarks a project as deleted.
Delete a roleMarks a role as deleted.
Delete a role assignmentRemoves the assigned user from a role and adds to the default role.
Delete a stageMarks a stage as deleted.
Delete a subscriptionMarks an installment or a recurring subscription as deleted.
Delete a taskMarks a task as deleted.
Delete existing goalMarks a goal as deleted.
Delete existing webhookDeletes the specified webhook.
Delete mail threadMarks a mail thread as deleted.
Delete multiple activities in bulkMarks multiple activities as deleted.
Delete multiple activity types in bulkMarks multiple activity types as deleted.
Delete multiple deal fields in bulkMarks multiple deal fields as deleted.
Delete multiple deals in bulkMarks multiple deals as deleted.
Delete multiple filters in bulkMarks multiple filters as deleted.
Delete multiple organization fields in bulkMarks multiple fields as deleted.
Delete multiple organizations in bulkMarks multiple organizations as deleted.
Delete multiple person fields in bulkMarks multiple fields as deleted.
Delete multiple persons in bulkMarks multiple persons as deleted.
Delete multiple product fields in bulkMarks multiple fields as deleted.
Delete multiple stages in bulkMarks multiple stages as deleted.
Delete person pictureDeletes a person’s picture.
Delete users from a teamDeletes users from an existing team.
Download one fileInitializes a file download.
Duplicate dealDuplicates a deal.
Enumerate accessible users for leadLists the users permitted to access a lead.
Find goalsQuery goal data by appending `{searchfield}={searchvalue}` to the url with dot-notation fields and values.
Find subscription by dealReturns details of an installment or a recurring subscription by the deal id.
Find users by nameFinds users by their name.
Get all activities assigned to a particular userReturns all activities assigned to a particular user.
Get all activities betaThis beta cursor-paginated endpoint returns all activities, accessible only to global admins, not regular users who get a 403 error.
Get all activity fieldsReturns all activity fields.
Get all activity typesReturns all activity types.
Get all add ons for a single companyReturns the add-ons for a single company.
Get all call logs assigned to a particular userReturns all call logs assigned to a particular user.
Get all comments for a noteReturns all comments associated with a note.
Get all deal fieldsReturns data about all deal fields.
Get all dealsReturns all deals.
Get all deals betaThis endpoint returns all deals with cursor pagination (in beta).
Get all filesReturns data about all files.
Get all filter helpersThe text provides links to documentation for adding or updating filters, and information on all supported filter helpers in an api.
Get all filtersReturns data about all filters.
Get all lead labelsReturns details of all lead labels.
Get all leadsThe api returns sorted leads by creation time, supporting pagination via `limit` and `start`.
Get all lead sourcesReturns all lead sources.
Get all mail messages of mail threadReturns all the mail messages inside a specified mail thread.
Get all note fieldsReturns data about all note fields.
Get all notesReturns all notes.
Get all organization fieldsReturns data about all organization fields.
Get all organizationsReturns all organizations.
Get all organizations betaThis beta api endpoint lists all organizations with cursor pagination.
Get all payments of a subscriptionReturns all payments of an installment or recurring subscription.
Get all permission setsReturns data about all permission sets.
Get all person fieldsReturns data about all person fields.
Get all personsReturns all persons.
Get all persons betaThis beta endpoint returns all persons, using cursor pagination.
Get all pipelinesReturns data about all pipelines.
Get all product fieldsReturns data about all product fields.
Get all productsReturns data about all products.
Get all project boardsReturns all projects boards that are not deleted.
Get all projectsReturns all projects.
Get all project templatesThe endpoint retrieves all non-deleted project templates with cursor-based pagination.
Get all relationships for organizationGets all of the relationships for a supplied organization id.
Get all rolesReturns all the roles within the company.
Get all stagesReturns data about all stages.
Get all supported currenciesReturns all supported currencies in given account which should be used when saving monetary values with other objects.
Get all tasksReturns all tasks.
Get all teamsReturns data about teams within the company.
Get all teams of a userReturns data about all teams which have the specified user as a member.
Get all user connectionsReturns data about all connections for the authorized user.
Get all usersReturns data about all users within the company.
Get all users in a teamReturns a list of all user ids within a team.
Get all webhooksReturns data about all the webhooks of a company.
Get a single teamReturns data about a specific team.
Get current user dataReturns data about an authorized user within the company with bound company data: company id, company name, and domain.
Get deals conversion rates in pipelineReturns all stage-to-stage conversion and pipeline-to-close rates for the given time period.
Get deals in a pipelineLists deals in a specific pipeline across all its stages.
Get deals in a stageLists deals in a specific stage.
Get deals movements in pipelineReturns statistics for deals movements for the given time period.
Get deals summaryReturns a summary of all the deals.
Get deals timelineReturns opened and won deals in time-based groups according to a specified dealfield, with examples of deals grouped by month over a 3-month period starting january 2012.
Get deals where a product is attached toReturns data about deals that have a product attached to it.
Get details of a boardReturns the details of a specific project board.
Get details of a call logReturns details of a specific call log.
Get details of a dealFetches specific deal details, including exclusive fields like deal age and pipeline stage duration.
Get details of an activityReturns the details of a specific activity.
Get details of an organizationProvides detailed information about an organization, including additional fields not shown when listing all organizations, and maps custom fields as long hashes to the 'key' value in organizationfields.
Get details of a personThe text describes an api endpoint that returns detailed person information, including extra fields and custom fields as hashes.
Get details of a phaseReturns the details of a specific project phase.
Get details of a projectReturns the details of a specific project.
Get details of a subscriptionReturns details of an installment or a recurring subscription.
Get details of a taskReturns the details of a specific task.
Get details of a templateReturns the details of a specific project template.
Get mail threadsReturns mail threads in a specified folder ordered by the most recent message within.
Get one commentReturns the details of a comment.
Get one deal fieldReturns data about a specific deal field.
Get one fileReturns data about a specific file.
Get one filterReturns data about a specific filter.
Get one leadApi returns specific lead details with custom field values in the deals format.
Get one mail messageReturns data about a specific mail message.
Get one mail threadReturns a specific mail thread.
Get one noteReturns details about a specific note.
Get one organization fieldReturns data about a specific organization field.
Get one organization relationshipFinds and returns an organization relationship from its id.
Get one permission setReturns data about a specific permission set.
Get one person fieldReturns data about a specific person field.
Get one pipelineReturns data about a specific pipeline.
Get one productReturns data about a specific product.
Get one product fieldReturns data about a specific product field.
Get one roleReturns the details of a specific role.
Get one stageReturns data about a specific stage.
Get one userReturns data about a specific user within the company.
Get project phasesReturns all active project phases under a specific board.
Get recentsReturns data about all recent changes occurred after the given timestamp.
Get result of a goalGets the progress of a goal for the specified period.
Link a remote file to an itemLinks an existing remote file (`googledrive`) to the item you supply.
Link User Video IntegrationA video calling provider must call this endpoint after a user has installed the video calling app so that the new user's information is sent.
List activities associated with a dealLists activities associated with a deal.
List activities associated with an organizationLists activities associated with an organization.
List activities associated with a personLists activities associated with a person.
List all persons associated with a dealThe endpoint lists every person linked to a deal, including primary contacts and participants, and provides a `data.
List deals associated with an organizationLists deals associated with an organization.
List deals associated with a personLists deals associated with a person.
List files attached to a dealLists files associated with a deal.
List files attached to an organizationLists files associated with an organization.
List files attached to a personLists files associated with a person.
List files attached to a productLists files associated with a product.
List followers of a dealLists the followers of a deal.
List followers of an organizationLists the followers of an organization.
List followers of a personLists the followers of a person.
List followers of a productLists the followers of a product.
List followers of a userLists the followers of a specific user.
List mail messages associated with a dealLists mail messages associated with a deal.
List mail messages associated with an organizationLists mail messages associated with an organization.
List mail messages associated with a personLists mail messages associated with a person.
List participants of a dealLists the participants associated with a deal.
List permission set assignmentsReturns the list of assignments for a permission set.
List permitted usersLists the users permitted to access a deal.
List Person Access UsersList users permitted to access a person.
List persons of an organizationLists persons associated with an organization.
List pipeline visibility for a roleReturns a list of visible or hidden pipeline ids by role.
List Product Permitted UsersLists users permitted to access a product.
List products associated with a personLists products associated with a person.
List products attached to a dealLists products attached to a deal.
List role assignmentsReturns all users assigned to a role.
List role settingsReturns the visibility settings of a specific role.
List settings of an authorized userLists the settings of an authorized user.
List updates about a dealLists updates about a deal.
List updates about an organizationLists updates about an organization.
List updates about a personLists updates about a person.
List updates about participants of a dealThis endpoint provides cursor-paginated updates on deal participants.
List user permissionsLists aggregated permissions over all assigned permission sets for a user.
List user role settingsLists the settings of user's assigned role.
Merge two dealsMerges a deal with another deal.
Merge two organizationsMerges an organization with another organization.
Merge two personsMerges a person with another person.
Organization accessible user listList users permitted to access an organization.
Perform a search from multiple item typesPerforms a search from your choice of item types and fields.
List User Role AssignmentsLists role assignments for a user.
Receives an incoming messageAdds a message to a conversation.
Refreshing the tokensAccess tokens expire after the time specified in `expires in`.
Requesting authorizationAuthorize a user by redirecting them to the pipedrive oauth authorization page and request their permissions to act on their behalf.
Returns project activitiesReturns activities linked to a specific project.
Returns project groupsReturns all active groups under a specific project.
Returns project planReturns information about items in a project plan.
Returns project tasksReturns tasks linked to a specific project.
Search dealsThis api endpoint searches deals by title, notes, and custom fields, filters results by person or organization id, and is a specific use case of /v1/itemsearch with limited oauth scope.
Search Item By FieldPerforms a search from the values of a specific field.
Search leadsEndpoint searches leads by title, notes, custom fields, with options to filter by person and organization ids, and is a more specific use of the /v1/itemsearch with limited oauth scope.
Search organizationsSearches all organizations by name, address, notes and/or custom fields.
Search personsThis endpoint searches for individuals by various identifiers and is a specific use case of /v1/itemsearch with limited oauth scope, allowing results filtering by organization id.
Search productsSearches all products by name, code and/or custom fields.
UnlinkuserfromvideocallintegrationA video calling provider must call this endpoint to remove the link between a user and the installed video calling app.
Update a comment related to a noteUpdates a comment related to a note.
Update activity in project planUpdates an activity phase or group in a project.
Update a dealUpdates the properties of a deal.
Update a deal fieldUpdates a deal field.
Update a leadUpdating lead properties modifies only specified fields; use `null` to unset.
Update a lead labelUpdates one or more properties of a lead label.
Update an activityUpdates an activity.
Update an activity typeUpdates an activity type.
Update an installment subscriptionUpdates an installment subscription.
Update an organizationUpdates the properties of an organization.
Update an organization fieldUpdates an organization field.
Update an organization relationshipUpdates and returns an organization relationship.
Update a noteUpdates a note.
Update a personModifies a person’s details in pipedrive.
Update a person fieldUpdates a person field.
Update a pipelineUpdates the properties of a pipeline.
Update a productUpdates product data.
Update a product fieldUpdates a product field.
Update a projectUpdates a project.
Update a recurring subscriptionUpdates a recurring subscription.
Update a taskUpdates a task.
Update a teamUpdates an existing team and returns the updated object.
Update existing goalUpdates an existing goal.
Update file detailsUpdates the properties of a file.
Update filterUpdates an existing filter.
Update mail thread detailsUpdates the properties of a mail thread.
Update pipeline visibility for a roleUpdates pipeline visibility settings for different roles.
Update role detailsUpdates the parent role and/or the name of a specific role.
Update stage detailsUpdates the properties of a stage.
Update task in project planUpdates a task phase or group in a project.
Update the product attached to a dealUpdates the details of the product that has been attached to a deal.
Update user detailsUpdates the properties of a user.

Connect Pipedrive MCP Tool with your Agent

Python
TypeScript

Install Composio

python
pip install composio claude-agent-sdk
Install the Composio SDK and Claude Agent SDK

Create Tool Router Session

python
from composio import Composio
from claude_agent_sdk import ClaudeSDKClient, ClaudeAgentOptions

composio = Composio(api_key='your-composio-api-key')
session = composio.create(user_id='your-user-id')
url = session.mcp.url
Initialize the Composio client and create a Tool Router session

Connect to AI Agent

python
import asyncio

options = ClaudeAgentOptions(
    permission_mode='bypassPermissions',
    mcp_servers={
        'tool_router': {
            'type': 'http',
            'url': url,
            'headers': {
                'x-api-key': 'your-composio-api-key'
            }
        }
    },
    system_prompt='You are a helpful assistant with access to Pipedrive tools.',
    max_turns=10
)

async def main():
    async with ClaudeSDKClient(options=options) as client:
        await client.query('List all open deals in the current pipeline')
        async for message in client.receive_response():
            if hasattr(message, 'content'):
                for block in message.content:
                    if hasattr(block, 'text'):
                        print(block.text)

asyncio.run(main())
Use the MCP server with your AI agent

Connect Pipedrive API Tool with your Agent

Python
TypeScript

Install Composio

python
pip install composio_openai
Install the Composio SDK

Initialize Composio and Create Tool Router Session

python
from openai import OpenAI
from composio import Composio
from composio_openai import OpenAIResponsesProvider

composio = Composio(provider=OpenAIResponsesProvider())
openai = OpenAI()
session = composio.create(user_id='your-user-id')
Import and initialize Composio client, then create a Tool Router session

Execute Pipedrive Tools via Tool Router with Your Agent

python
tools = session.tools
response = openai.responses.create(
  model='gpt-4.1',
  tools=tools,
  input=[{
    'role': 'user',
    'content': 'Add a new deal for Acme Corp with expected close date next Friday'
  }]
)
result = composio.provider.handle_tool_calls(
  response=response,
  user_id='your-user-id'
)
print(result)
Get tools from Tool Router session and execute Pipedrive actions with your Agent

Why Use Composio?

AI Native Pipedrive Integration

  • Supports both Pipedrive MCP and direct API based integrations
  • Structured, LLM-friendly schemas for reliable tool execution
  • Rich coverage for reading, writing, and querying your Pipedrive data

Managed Auth

  • Built-in OAuth handling with automatic token refresh and rotation
  • Central place to manage, scope, and revoke Pipedrive access
  • Per user and per environment credentials instead of hard-coded keys

Agent Optimized Design

  • Tools are tuned using real error and success rates to improve reliability over time
  • Comprehensive execution logs so you always know what ran, when, and on whose behalf

Enterprise Grade Security

  • Fine-grained RBAC so you control which agents and users can access Pipedrive
  • Scoped, least privilege access to Pipedrive resources
  • Full audit trail of agent actions to support review and compliance

Use Pipedrive with any AI Agent Framework

Choose a Framework you want to connect Pipedrive with

Frequently Asked Questions

Do I need my own developer credentials to use Pipedrive with Composio?

Yes, Pipedrive requires you to configure your own OAuth credentials. Once set up, Composio handles token storage, refresh, and lifecycle management for you.

Can I use multiple toolkits together?

Yes! Composio's Tool Router enables agents to use multiple toolkits. Learn more.

Is Composio secure?

Composio is SOC 2 and ISO 27001 compliant with all data encrypted in transit and at rest. Learn more.

What if the API changes?

Composio maintains and updates all toolkit integrations automatically, so your agents always work with the latest API versions.

Used by agents from

Context
ASU
Letta
glean
HubSpot
Agent.ai
Altera
DataStax
Entelligence
Rolai
Context
ASU
Letta
glean
HubSpot
Agent.ai
Altera
DataStax
Entelligence
Rolai
Context
ASU
Letta
glean
HubSpot
Agent.ai
Altera
DataStax
Entelligence
Rolai

Never worry about agent reliability

We handle tool reliability, observability, and security so you never have to second-guess an agent action.

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