# How to connect Pipedrive to Claude Cowork

```json
{
  "title": "How to connect Pipedrive to Claude Cowork",
  "toolkit": "Pipedrive",
  "toolkit_slug": "pipedrive",
  "framework": "Claude Cowork",
  "framework_slug": "claude-cowork",
  "url": "https://composio.dev/toolkits/pipedrive/framework/claude-cowork",
  "markdown_url": "https://composio.dev/toolkits/pipedrive/framework/claude-cowork.md",
  "updated_at": "2026-05-12T10:22:05.372Z"
}
```

## Introduction

Cowork is Anthropic's AI agent for knowledge work. Think of it as Claude Code for everything else. It works autonomously with your computer, local files, and applications to accomplish complex tasks.
This guide walks you through the easiest and most secure way to connect your Pipedrive account to Cowork via Composio Connect, enabling it to add a new deal for Acme Corp, log a sales call with follow-up, create a lead labeled 'High Priority', and more such actions on your behalf without compromising your account security.

## Also integrate Pipedrive with

- [ChatGPT](https://composio.dev/toolkits/pipedrive/framework/chatgpt)
- [Antigravity](https://composio.dev/toolkits/pipedrive/framework/antigravity)
- [OpenAI Agents SDK](https://composio.dev/toolkits/pipedrive/framework/open-ai-agents-sdk)
- [Claude Agent SDK](https://composio.dev/toolkits/pipedrive/framework/claude-agents-sdk)
- [Claude Code](https://composio.dev/toolkits/pipedrive/framework/claude-code)
- [Codex](https://composio.dev/toolkits/pipedrive/framework/codex)
- [Cursor](https://composio.dev/toolkits/pipedrive/framework/cursor)
- [VS Code](https://composio.dev/toolkits/pipedrive/framework/vscode)
- [OpenCode](https://composio.dev/toolkits/pipedrive/framework/opencode)
- [OpenClaw](https://composio.dev/toolkits/pipedrive/framework/openclaw)
- [Hermes](https://composio.dev/toolkits/pipedrive/framework/hermes-agent)
- [CLI](https://composio.dev/toolkits/pipedrive/framework/cli)
- [Google ADK](https://composio.dev/toolkits/pipedrive/framework/google-adk)
- [LangChain](https://composio.dev/toolkits/pipedrive/framework/langchain)
- [Vercel AI SDK](https://composio.dev/toolkits/pipedrive/framework/ai-sdk)
- [Mastra AI](https://composio.dev/toolkits/pipedrive/framework/mastra-ai)
- [LlamaIndex](https://composio.dev/toolkits/pipedrive/framework/llama-index)
- [CrewAI](https://composio.dev/toolkits/pipedrive/framework/crew-ai)

## Connect Pipedrive to Claude Cowork

### Connecting Pipedrive to Claude Cowork
1. Open Customize
In Claude Desktop, click Customize in the left sidebar, then select Connectors and click the + icon at the top.
2. Add the Composio MCP server
Click Add custom connector and paste in the Composio MCP server URL:

```bash
https://connect.composio.dev/mcp
```

## What is Claude Cowork?

Claude Cowork is Anthropic's agent for general knowledge work. It can use your computer, files, and connected applications to complete longer-running tasks across your work tools.
With Composio Connect, Cowork can securely access apps like Pipedrive through MCP without you sharing account credentials directly with the agent.

## What is the Pipedrive MCP server, and what's possible with it?

The Pipedrive MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Pipedrive account. It provides structured and secure access to your sales pipelines, so your agent can add deals, log sales activities, manage leads, and automate pipeline updates on your behalf.
- Automated deal creation and management: Let your agent add new deals, update existing ones, and include custom fields to keep your pipeline moving smoothly.
- Lead tracking and labeling: Automatically add leads linked to people or organizations, and tag them with custom labels for better segmentation and follow-up.
- Sales activity logging: Effortlessly log calls and add comments to notes so every sales interaction is recorded and actionable.
- Deal and contact following: Have your agent add followers to deals, organizations, people, or products so your team never misses an important update.
- Channel and messaging support: Enable your agent to add new messaging channels for integrated communication right within your Pipedrive environment.

## Supported Tools

| Tool slug | Name | Description |
|---|---|---|
| `PIPEDRIVE_ADD_ACTIVITY_TYPE` | Add new activity type | Adds a new activity type. |
| `PIPEDRIVE_ADD_A_DEAL` | Add a deal | Add a new deal to Pipedrive with any custom fields, which vary by account and are identified by long hash keys. Check dealFields for existing custom fields. For details, visit the tutorial on adding a deal. |
| `PIPEDRIVE_ADD_AN_ACTIVITY` | Add an activity | New activity added. Response includes `more_activities_scheduled_in_context` to show if more are planned with the same entity. See tutorial on adding activities [here](https://pipedrive.readme.io/docs/adding-an-activity). |
| `PIPEDRIVE_ADD_AN_ORGANIZATION` | Add an organization | Creates a new organization in Pipedrive. The 'name' parameter is required and represents the organization's name (e.g., 'Acme Corp'). Optionally specify 'owner_id' to assign an owner and 'visible_to' for visibility settings. Custom fields can also be added using field keys from organizationFields. |
| `PIPEDRIVE_ADD_A_PERSON` | Add a person | Add a new contact in Pipedrive with optional custom fields unique to each account found using the `personFields` endpoint. The endpoint also handles `data.marketing_status` for Campaigns product users. |
| `PIPEDRIVE_ADD_A_CALL_LOG` | Add a call log | Adds a new call log. |
| `PIPEDRIVE_ADD_CALL_LOG_AUDIO_FILE` | Add Call Log Audio File | Tool to attach an audio recording to an existing call log in Pipedrive. Use when you need to add audio evidence to a call log. Only one recording per call log is allowed. |
| `PIPEDRIVE_ADD_A_CHANNEL` | Add a channel | New messaging channel added; registration limited to admins. Utilizes getConversations endpoint for data retrieval. Requires Messengers integration OAuth scope and a prepared Messaging app extension manifest. |
| `PIPEDRIVE_ADD_DEAL_DISCOUNT` | Add discount to deal | Tool to add a discount to a deal in Pipedrive. Use when you need to apply a percentage-based or fixed amount discount to an existing deal. |
| `PIPEDRIVE_ADD_DEAL_FIELD` | Add a new deal field | Adds a new deal field. For more information, see the tutorial for adding a new custom field. |
| `PIPEDRIVE_ADD_DEALFIELDS_OPTIONS` | Add deal field options | Tool to add new options to a deal custom field atomically. Use when you need to add options to enum or set type deal fields. |
| `PIPEDRIVE_ADD_DEAL_FOLLOWER` | Add a follower to a deal | Adds a follower to a deal. |
| `PIPEDRIVE_ADD_DEAL_PARTICIPANT` | Add a participant to a deal | Adds a participant to a deal. |
| `PIPEDRIVE_ADD_DEAL_PRODUCT` | Add product to deal | Tool to add a product to a deal in Pipedrive. Use when you need to attach a product to an existing deal with custom pricing, quantity, duration, discount, and tax settings. |
| `PIPEDRIVE_ADD_DEAL_PRODUCTS` | Bulk add products to deal | Tool to bulk add products to a Pipedrive deal. Use when attaching multiple products simultaneously, with maximum 100 products per request. |
| `PIPEDRIVE_ADD_FILE` | Add file | Upload and link files to deals, people, organizations, activities, products, or leads in Pipedrive. See the "adding a file" tutorial for details. |
| `PIPEDRIVE_ADD_FILTER` | Add a new filter | New filter creation returns an ID. Only one primary condition group with 'AND' and two secondary groups (one 'AND', one 'OR') are supported. Future syntax expansion possible. See tutorial for details. |
| `PIPEDRIVE_ADD_GOAL` | Add a new goal | Adds a new goal. Along with adding a new goal, a report is created to track the progress of your goal. |
| `PIPEDRIVE_ADD_INCOMING_MESSAGE` | Receives an incoming message | Adds a message to a conversation. To use the endpoint, you need to have **Messengers integration** OAuth scope enabled and the Messaging manifest ready for the [Messaging app extension](https://pipedrive.readme.io/docs/messaging-app-extension). |
| `PIPEDRIVE_ADD_INSTALLMENT_SUBSCRIPTION` | Add an installment subscription | Adds a new installment subscription. Note: Subscriptions endpoints may not be available on the company-specific base URL. To avoid 404s, this action overrides the default request behavior and uses the public API host (api.pipedrive.com) explicitly. |
| `PIPEDRIVE_ADD_LEAD` | Add a lead | Pipedrive API lets you add leads linked to people or organizations and tags them with 'API' source. Custom fields from deals apply to leads and appear in responses if set. Details are in the tutorials for adding and updating leads. |
| `PIPEDRIVE_ADD_LEAD_LABEL` | Add a lead label | Creates a lead label. |
| `PIPEDRIVE_ADD_NOTE` | Add Note | Tool to add a note to a deal, person, organization, lead, or project in Pipedrive. Use when you need to create a note attached to an entity. At least one entity ID (lead_id, deal_id, person_id, org_id, or project_id) must be provided. |
| `PIPEDRIVE_ADD_NOTE_COMMENT` | Add comment to note | Tool to add a comment to an existing note in Pipedrive. Use when you need to add commentary or updates to notes linked to deals, persons, or organizations. |
| `PIPEDRIVE_ADD_ORGANIZATION_FIELD` | Add a new organization field | Adds a new organization field. For more information, see the tutorial for adding a new custom field. |
| `PIPEDRIVE_ADD_ORGANIZATION_FIELD_OPTIONS` | Add Organization Field Options | Tool to add new options to an organization field in Pipedrive. Use when you need to add new choices to enum or set type organization fields. This is an atomic operation where all options are added or none. |
| `PIPEDRIVE_ADD_ORGANIZATION_FOLLOWER` | Add organization follower | Tool to add a follower to an organization in Pipedrive. Use when you need to create a follower relationship between a user and an organization entity. |
| `PIPEDRIVE_ADD_OR_UPDATE_ROLE_SETTING` | Add or update role setting | Adds or updates the visibility setting for a role. Notes: - Roles endpoints require the `admin` OAuth scope. - OAuth calls must target the company domain with `/api/v1` path, e.g., https://{COMPANY}.pipedrive.com/api/v1/roles/{id}/settings - This action normalizes the base URL accordingly. |
| `PIPEDRIVE_ADD_PERSON_FIELD` | Add a new person field | Adds a new person field. For more information, see the tutorial for adding a new custom field. |
| `PIPEDRIVE_ADD_PERSONFIELDS_OPTIONS` | Add person field options | Tool to bulk add options to enum/set person fields atomically. Use when you need to add new options to a person field. |
| `PIPEDRIVE_ADD_PERSON_FOLLOWER` | Add a follower to a person | Tool to add a follower to a person in Pipedrive. Use when you need to create a follower relationship between a user and a person entity. |
| `PIPEDRIVE_ADD_PERSON_PICTURE` | Add person picture | This service allows adding a photo to a person's profile, replacing any existing one. Images must be square with a minimum size of 128 pixels and in GIF, JPG, or PNG formats. They will be resized to 128 and 512 pixels. |
| `PIPEDRIVE_ADD_PIPELINE` | Add a new pipeline | Adds a new pipeline (v2). |
| `PIPEDRIVE_ADD_PRODUCT` | Add a product | Adds a new product to the Products inventory. For more information, see the tutorial for adding a product. |
| `PIPEDRIVE_ADD_PRODUCT_FIELD` | Add a new product field | Adds a new product field. For more information, see the tutorial for adding a new custom field. |
| `PIPEDRIVE_ADD_PRODUCTFIELDS_OPTIONS` | Add product field options | Tool to add new options to a product custom field that supports options (enum or set field types). Use when you need to expand the available choices for a product field. This operation is atomic - all options are added or none are added. |
| `PIPEDRIVE_ADD_PRODUCT_FOLLOWER` | Add follower to product | Tool to add a follower to a product in Pipedrive. Use when you need to have a user follow a specific product for updates and notifications. |
| `PIPEDRIVE_ADD_PRODUCT_IMAGE` | Add Product Image | Tool to upload an image for a product in Pipedrive. Use when you need to add a visual representation to a product. |
| `PIPEDRIVE_ADD_PRODUCT_VARIATION` | Create product variation | Tool to create a new product variation for an existing product. Use when you need to add a variation with customizable name and prices in multiple currencies. |
| `PIPEDRIVE_ADD_PROJECT` | Add a project | Adds a new project. Note that you can supply additional custom fields along with the request that are not described here. These custom fields are different for each Pipedrive account and can be recognized by long hashes as keys. |
| `PIPEDRIVE_ADD_RECURRING_SUBSCRIPTION` | Add a recurring subscription | Adds a new recurring subscription. |
| `PIPEDRIVE_ADD_ROLE` | Add a role | Adds a new role. Note: - Roles endpoints require the `admin` scope. - For OAuth tokens, Pipedrive expects the company domain base URL with `/api/v1` path. Example: https://{COMPANY}.pipedrive.com/api/v1/roles - This action normalizes the base_url provided by metadata to ensure `/api/v1` is used. |
| `PIPEDRIVE_ADD_ROLE_ASSIGNMENT` | Add role assignment | Assigns a user to a role. Notes: - Roles endpoints require the `admin` OAuth scope. - OAuth calls must target the company domain with `/api/v1` path, e.g., https://{COMPANY}.pipedrive.com/api/v1/roles/{id}/assignments - This action normalizes the base URL accordingly and ensures JSON body is sent. |
| `PIPEDRIVE_ADD_STAGE` | Add a new stage | Adds a new stage, returns the ID upon success. |
| `PIPEDRIVE_ADD_TASK` | Add a task | Adds a new task. |
| `PIPEDRIVE_ADD_TEAM` | Add a new team | Adds a new team to the company and returns the created object. |
| `PIPEDRIVE_ADD_TEAM_USERS` | Add users to a team | Adds users to an existing team. |
| `PIPEDRIVE_ADD_USER` | Add a new user | Adds a new user to the company, returns the ID upon success. |
| `PIPEDRIVE_ARCHIVE_PROJECT` | Archive a project | Archives a project. |
| `PIPEDRIVE_CANCEL_RECURRING_SUBSCRIPTION` | Cancel a recurring subscription | Cancels a recurring subscription. This action attempts to cancel a recurring subscription via Subscriptions API. If Subscriptions endpoints are unavailable (404), it gracefully falls back to disabling all product attachments on the given deal (interpreting `id` as `deal_id`) to mimic cancellation behavior. |
| `PIPEDRIVE_CONVERT_DEAL_TO_LEAD` | Convert deal to lead | Tool to convert a Pipedrive deal to a lead asynchronously. Use when you need to move a deal back to the lead stage, transferring related entities like notes, files, emails, and activities. Requires global admin or 'Convert deals to leads' permission. |
| `PIPEDRIVE_CONVERT_LEAD_TO_DEAL` | Convert Lead to Deal | Tool to convert a Pipedrive lead to a deal asynchronously. Use when you need to convert an existing lead into a deal. The conversion transfers all related entities (notes, files, emails, activities) to the new deal. Upon successful conversion, the lead is marked as deleted. Use the returned conversion_id to check the conversion status. |
| `PIPEDRIVE_CREATE_ORGANIZATION_RELATIONSHIP` | Create an organization relationship | Creates and returns an organization relationship. |
| `PIPEDRIVE_CREATE_REMOTE_FILE_LINK` | Create a remote file and link it to an item | Creates an empty file on Google Drive linked to an item. For details, refer to the Pipedrive remote file adding tutorial. |
| `PIPEDRIVE_CREATE_WEBHOOK` | Create a new webhook | Creates and returns details of a new Webhook. Trigger events combine `event_action` and `event_object`, like `*.*` for all events or `added.deal`, `deleted.persons` for specific actions. More info in the Webhooks guide. |
| `PIPEDRIVE_CTIVITYIELDS_GET_ALL_ACTIVITYFIELDS` | Get all ActivityFields | Tool to retrieve metadata about all activity fields in the company. Use when you need to get information about field structure, types, options, and properties for activities. |
| `PIPEDRIVE_DEALS_UPDATE_DEAL` | Update deal product | Tool to update product details attached to a deal in Pipedrive using the v2 API. Use when you need to modify product attributes like price, quantity, discount, or tax for a deal-product attachment. |
| `PIPEDRIVE_DELETE_ACTIVITIES_BULK` | Delete multiple activities in bulk | Marks multiple activities as deleted. After 30 days, the activities will be permanently deleted. |
| `PIPEDRIVE_DELETE_ACTIVITY` | Delete Activity | Tool to delete an activity in Pipedrive. Use when you need to remove an activity. This is a soft delete operation - the activity will be permanently deleted after 30 days. |
| `PIPEDRIVE_DELETE_ACTIVITY_TYPE` | Delete Activity Type | Tool to delete an activity type in Pipedrive. Use when you need to remove an activity type from the system. The activity type will be marked as deleted (active_flag set to false) rather than permanently removed. |
| `PIPEDRIVE_DELETE_ACTIVITY_TYPES_BULK` | Delete multiple activity types in bulk | Marks multiple activity types as deleted. |
| `PIPEDRIVE_DELETE_AN_ACTIVITY` | Delete an activity | Marks an activity as deleted. After 30 days, the activity will be permanently deleted. |
| `PIPEDRIVE_DELETE_A_PERSON` | Delete a person | Marks a person as deleted. After 30 days, the person will be permanently deleted. |
| `PIPEDRIVE_DELETE_A_PERSON_FIELD` | Delete a person field | Marks a field as deleted. For more information, see the tutorial for deleting a custom field. |
| `PIPEDRIVE_DELETE_A_STAGE` | Delete a stage | Marks a stage as deleted. Uses the company-domain v2 endpoint. |
| `PIPEDRIVE_DELETE_CALL_LOG` | Delete a call log | Deletes a call log. If there is an audio recording attached to it, it will also be deleted. The related activity will not be removed by this request. If you want to remove the related activities, please use the endpoint which is specific for activities. |
| `PIPEDRIVE_DELETE_CHANNEL` | Delete a channel | The endpoint removes a messenger channel along with conversations and messages. Requires Messengers integration OAuth and Messaging app extension manifest. |
| `PIPEDRIVE_DELETE_COMMENT` | Delete comment from note | Tool to delete a comment from a note in Pipedrive. Use when you need to remove a specific comment that was previously added to a note. Users can only delete comments they created or if they have admin privileges. |
| `PIPEDRIVE_DELETE_CONVERSATION` | Delete a conversation | Deletes an existing conversation. To use the endpoint, you need to have **Messengers integration** OAuth scope enabled and the Messaging manifest ready for the [Messaging app extension](https://pipedrive.readme.io/docs/messaging-app-extension). |
| `PIPEDRIVE_DELETE_DEAL` | Delete Deal | Tool to delete a deal in Pipedrive. Use when you need to remove a deal. This is a soft delete operation - the deal will be permanently deleted after 30 days. |
| `PIPEDRIVE_DELETE_DEAL_DISCOUNT` | Delete Deal Discount | Tool to delete a discount from a deal in Pipedrive. Use when you need to remove a discount that was previously applied to a deal. |
| `PIPEDRIVE_DELETE_DEAL_FIELD` | Delete a deal field | Tool to delete a deal field in Pipedrive by marking it as deleted. Use when you need to remove a custom deal field. |
| `PIPEDRIVE_DELETE_DEAL_FIELD_OPTIONS` | Delete deal field options | Tool to remove existing options from a deal custom field atomically. Use when you need to delete options from a deal field. |
| `PIPEDRIVE_DELETE_DEAL_FIELDS_BULK` | Delete multiple deal fields in bulk | Marks multiple deal fields as deleted. |
| `PIPEDRIVE_DELETE_DEAL_FOLLOWER` | Delete deal follower | Tool to delete a follower from a deal in Pipedrive. Use when you need to remove a user from a deal's follower list. |
| `PIPEDRIVE_DELETE_DEAL_PARTICIPANT` | Delete a participant from a deal | Deletes a participant from a deal. |
| `PIPEDRIVE_DELETE_DEAL_PRODUCT` | Delete Deal Product | Tool to delete an attached product from a deal in Pipedrive. Use when you need to remove a product that was previously attached to a deal. Note: It is not possible to delete the attached product if the deal has installments associated with it. |
| `PIPEDRIVE_DELETE_DEAL_PRODUCTS` | Delete Deals Products | Tool to delete multiple products from a deal in Pipedrive. Use when you need to remove specific products or all products from a deal. Maximum 100 products can be deleted per request. |
| `PIPEDRIVE_DELETE_DEALS_BULK` | Delete multiple deals in bulk | Marks multiple deals as deleted. After 30 days, the deals will be permanently deleted. |
| `PIPEDRIVE_DELETE_FILE` | Delete a file | Tool to delete a file in Pipedrive. Use when you need to remove a file from the system. The file is marked as deleted immediately but will be permanently deleted after 30 days. |
| `PIPEDRIVE_DELETE_FILTER` | Delete Pipedrive Filter | Tool to delete a filter in Pipedrive. Use when you need to remove a specific filter by its ID. |
| `PIPEDRIVE_DELETE_FILTERS_BULK` | Delete multiple filters in bulk | Marks multiple filters as deleted. |
| `PIPEDRIVE_DELETE_GOAL` | Delete existing goal | Marks a goal as deleted. Notes: - Pipedrive Goals endpoints for OAuth live under `{companydomain}/api/v1`. The default base_url is usually `{companydomain}/v1`, which would yield 404. We therefore normalize the base URL to `/api/v1` before issuing the DELETE. |
| `PIPEDRIVE_DELETE_LEAD` | Delete a lead | Deletes a specific lead. |
| `PIPEDRIVE_DELETE_LEAD_LABEL` | Delete lead label | Tool to delete a specific lead label from Pipedrive. Use when you need to remove a lead label using its UUID identifier. |
| `PIPEDRIVE_DELETE_MAIL_THREAD` | Delete mail thread | Marks a mail thread as deleted. |
| `PIPEDRIVE_DELETE_MULTIPLE_PRODUCT_FIELDS` | Delete multiple product fields in bulk | Marks multiple fields as deleted. |
| `PIPEDRIVE_DELETE_MULTIPLE_STAGES` | Delete multiple stages in bulk | Marks multiple stages as deleted (v1). Note: This endpoint may be deprecated; we keep compatibility and avoid raising to surface API errors in response. |
| `PIPEDRIVE_DELETE_NOTE` | Delete a note | Deletes a specific note. |
| `PIPEDRIVE_DELETE_ORGANIZATION` | Delete an organization | Tool to delete an organization in Pipedrive. Use when you need to mark an organization as deleted. The organization will be permanently deleted after 30 days. |
| `PIPEDRIVE_DELETE_ORGANIZATION_FIELD` | Delete an organization field | Marks a field as deleted. For more information, see the tutorial for deleting a custom field. |
| `PIPEDRIVE_DELETE_ORGANIZATION_FIELD_OPTIONS` | Delete organization field options | Tool to delete specified options from an organization field in Pipedrive. Use when you need to remove one or more options from an organization field by field code. The operation is atomic: if any option ID does not exist, the entire request fails and no options are deleted. |
| `PIPEDRIVE_DELETE_ORGANIZATION_FIELDS_BULK` | Delete multiple organization fields in bulk | Marks multiple fields as deleted. |
| `PIPEDRIVE_DELETE_ORGANIZATION_FOLLOWER` | Delete organization follower | Tool to delete a follower from an organization in Pipedrive. Use when you need to remove a user from an organization's follower list. |
| `PIPEDRIVE_DELETE_ORGANIZATION_RELATIONSHIP` | Delete an organization relationship | Deletes an organization relationship and returns the deleted ID. |
| `PIPEDRIVE_DELETE_ORGANIZATIONS_BULK` | Delete multiple organizations in bulk | Marks multiple organizations as deleted. After 30 days, the organizations will be permanently deleted. |
| `PIPEDRIVE_DELETE_PERSON` | Delete a person | Tool to delete a person in Pipedrive. Use when you need to mark a person as deleted. The person will be permanently deleted after 30 days. |
| `PIPEDRIVE_DELETE_PERSON_FIELD` | Delete a person field | Tool to delete a person field from Pipedrive. Use when you need to remove a custom person field by its unique identifier. |
| `PIPEDRIVE_DELETE_PERSON_FIELD_OPTIONS` | Delete person field options | Tool to remove existing options from a person custom field atomically. Use when you need to delete options from a person field. |
| `PIPEDRIVE_DELETE_PERSON_FIELDS_BULK` | Delete multiple person fields in bulk | Marks multiple fields as deleted. |
| `PIPEDRIVE_DELETE_PERSON_FOLLOWER` | Delete a follower from a person | Deletes a follower from a person. |
| `PIPEDRIVE_DELETE_PERSON_PICTURE` | Delete person picture | Deletes a person’s picture. Note: Pipedrive may return a 400 with error "Item not found" when the person has no picture set. Since delete is idempotent, we treat this specific case as a successful no-op and return a normalized response rather than raising. |
| `PIPEDRIVE_DELETE_PERSONS_BULK` | Delete multiple persons in bulk | Marks multiple persons as deleted. After 30 days, the persons will be permanently deleted. |
| `PIPEDRIVE_DELETE_PIPELINE` | Delete a pipeline | Marks a pipeline as deleted. |
| `PIPEDRIVE_DELETE_PRODUCT` | Delete a product | Marks a product as deleted. After 30 days, the product will be permanently deleted. |
| `PIPEDRIVE_DELETE_PRODUCT_FIELD` | Delete a product field | Marks a product field as deleted. For more information, see the tutorial for deleting a custom field. |
| `PIPEDRIVE_DELETE_PRODUCT_FIELD_OPTIONS` | Delete product field options | Tool to remove existing options from a product custom field atomically. Use when you need to delete options from a product field. |
| `PIPEDRIVE_DELETE_PRODUCT_FOLLOWER` | Delete a follower from a product | Deletes a follower from a product. |
| `PIPEDRIVE_DELETE_PRODUCT_IMAGE` | Delete Product Image | Tool to delete an image from a product in Pipedrive. Use when you need to remove a product image. |
| `PIPEDRIVE_DELETE_PRODUCT_VARIATION` | Delete Product Variation | Tool to delete a product variation from a product in Pipedrive. Use when you need to remove a specific variation from a product. |
| `PIPEDRIVE_DELETE_PROJECT` | Delete a project | Marks a project as deleted. |
| `PIPEDRIVE_DELETE_ROLE` | Delete a role | Marks a role as deleted. Note: This endpoint requires admin permissions. The API token must have the 'admin' scope to delete roles. The default role (ID=1) cannot be deleted. |
| `PIPEDRIVE_DELETE_ROLE_ASSIGNMENT` | Delete a role assignment | Removes the assigned user from a role and adds to the default role. |
| `PIPEDRIVE_DELETE_STAGE` | Delete a stage | Tool to delete a stage in Pipedrive. Use when you need to mark a stage as deleted. |
| `PIPEDRIVE_DELETE_SUBSCRIPTION` | Delete a subscription | Marks an installment or a recurring subscription as deleted. |
| `PIPEDRIVE_DELETE_TASK` | Delete a task | Marks a task as deleted. If the task has subtasks then those will also be deleted. |
| `PIPEDRIVE_DELETE_TEAM_USERS` | Delete users from a team | Deletes users from an existing team. |
| `PIPEDRIVE_DELETE_WEBHOOK` | Delete existing webhook | Deletes the specified Webhook. |
| `PIPEDRIVE_DOWNLOAD_FILE` | Download one file | Initializes a file download. |
| `PIPEDRIVE_DUPLICATE_DEAL` | Duplicate deal | Duplicates a deal. |
| `PIPEDRIVE_DUPLICATE_PRODUCT` | Duplicate Product | Tool to duplicate a specific product in Pipedrive. Use when you need to create a copy of an existing product with all its properties and pricing information. |
| `PIPEDRIVE_ENUMERATE_ACCESSIBLE_USERS_FOR_LEAD` | Enumerate accessible users for lead | Lists the users permitted to access a lead. |
| `PIPEDRIVE_FIND_GOALS` | Find goals | Query goal data by appending `{searchField}={searchValue}` to the URL with dot-notation fields and values. Include `is_active` to filter by goal status and specify both `period.start` and `period.end` for time-based searches. |
| `PIPEDRIVE_FIND_USERS_BY_NAME` | Find users by name | Finds users by their name. |
| `PIPEDRIVE_GET_ACTIVITY` | Get details of an activity | Returns the details of a specific activity. |
| `PIPEDRIVE_GET_ACTIVITY_FIELD` | Get one activity field | Tool to retrieve detailed metadata for a specific activity field by its field code. Use when you need information about field structure, type, options, or properties. |
| `PIPEDRIVE_GET_ALL_ACTIVITIES_ASSIGNED_TO_A_PARTICULAR_USER` | Get all activities assigned to a particular user | Returns all activities assigned to a particular user. |
| `PIPEDRIVE_GET_ALL_ACTIVITIES_BETA` | Get all activities beta | This BETA cursor-paginated endpoint returns all activities, accessible only to global admins, not regular users who get a 403 error. Refer to Pipedrive's documentation for pagination and global permissions. |
| `PIPEDRIVE_GET_ALL_ACTIVITY_FIELDS` | Get all activity fields | Returns all activity fields. |
| `PIPEDRIVE_GET_ALL_ACTIVITY_TYPES` | Get all activity types | Returns all activity types. |
| `PIPEDRIVE_GET_ALL_DEAL_FIELDS` | Get all deal fields | Returns data about all deal fields. |
| `PIPEDRIVE_GET_ALL_DEALS` | Get all deals | Returns all deals. For more information, see the tutorial for getting all deals. |
| `PIPEDRIVE_GET_ALL_DEALS_BETA` | Get all deals beta | This endpoint returns all deals with cursor pagination (in BETA). Only global admins can access it; others get a 403 error. More info on pagination and permissions is available online. |
| `PIPEDRIVE_GET_ALL_FILES` | Get all files | Returns data about all files. |
| `PIPEDRIVE_GET_ALL_FILTER_HELPERS` | Get all filter helpers | The text provides links to documentation for adding or updating filters, and information on all supported filter helpers in an API. It encourages consulting a tutorial for more details on adding a filter. |
| `PIPEDRIVE_GET_ALL_FILTERS` | Get all filters | Returns data about all filters. |
| `PIPEDRIVE_GET_ALL_LEAD_LABELS` | Get all lead labels | Returns details of all lead labels. This endpoint does not support pagination and all labels are always returned. |
| `PIPEDRIVE_GET_ALL_LEADS` | Get all leads | The API returns sorted leads by creation time, supporting pagination via `limit` and `start`. Custom field values are included if set, mimicking the `Deals` endpoint structure; unset fields are omitted. Leads share custom fields with deals. |
| `PIPEDRIVE_GET_ALL_LEAD_SOURCES` | Get all lead sources | Returns all lead sources. Please note that the list of lead sources is fixed, it cannot be modified. All leads created through the Pipedrive API will have a lead source `API` assigned. |
| `PIPEDRIVE_GET_ALL_NOTE_FIELDS` | Get all note fields | Returns data about all note fields. |
| `PIPEDRIVE_GET_ALL_NOTES` | Get all notes | Returns all notes. |
| `PIPEDRIVE_GET_ALL_ORGANIZATION_FIELDS` | Get all organization fields | Returns data about all organization fields. |
| `PIPEDRIVE_GET_ALL_ORGANIZATIONS` | Get all organizations | Returns all organizations. |
| `PIPEDRIVE_GET_ALL_ORGANIZATIONS_BETA` | Get all organizations beta | This BETA API endpoint lists all organizations with cursor pagination. Only global admins have access; others get a 403 error. See docs for pagination and global permissions. |
| `PIPEDRIVE_GET_ALL_PERMISSION_SETS` | Get all permission sets | Returns data about all permission sets. |
| `PIPEDRIVE_GET_ALL_PERSON_FIELDS` | Get all person fields | Returns data about all person fields.If a company uses the [Campaigns product](https://pipedrive.readme.io/docs/campaigns-in-pipedrive-api), then this endpoint will also return the `data.marketing_status` field. |
| `PIPEDRIVE_GET_ALL_PERSONS` | Get all persons | Returns all persons. |
| `PIPEDRIVE_GET_ALL_PERSONS_BETA` | Get all persons beta | This BETA endpoint returns all persons, using cursor pagination. Only global admins have access; others get a 403 error. Info on pagination and permissions is in the linked docs. |
| `PIPEDRIVE_GET_ALL_PIPELINES` | Get all pipelines | Returns data about all pipelines. This action retrieves all pipelines from the user's Pipedrive instance using their instance-specific URL (e.g., https://company.pipedrive.com/api/v2/pipelines). |
| `PIPEDRIVE_GET_ALL_PRODUCT_FIELDS` | Get all product fields | Returns data about all product fields. |
| `PIPEDRIVE_GET_ALL_PRODUCTS` | Get all products | Returns data about all products. |
| `PIPEDRIVE_GET_ALL_PROJECT_BOARDS` | Get all project boards | Returns all projects boards that are not deleted. Note: The Projects feature requires the Projects add-on which is available on Power and Enterprise plans, or as a paid add-on for other plans. A 402 Payment Required error indicates the account does not have access to the Projects feature. |
| `PIPEDRIVE_GET_ALL_PROJECTS` | Get all projects | Returns all projects. This is a cursor-paginated endpoint. For more information, please refer to our documentation on pagination. |
| `PIPEDRIVE_GET_ALL_PROJECT_TEMPLATES` | Get all project templates | The endpoint retrieves all non-deleted project templates with cursor-based pagination. Refer to the provided documentation link for more details on pagination. Note: This endpoint requires the Pipedrive Projects add-on to be enabled. Projects is included in Power and Enterprise plans, or can be purchased as an add-on for Professional plans or lower. |
| `PIPEDRIVE_GET_ALL_RELATIONSHIPS_FOR_ORGANIZATION` | Get all relationships for organization | Gets all of the relationships for a supplied organization ID. |
| `PIPEDRIVE_GET_ALL_ROLES` | Get all roles | Returns all the roles within the company. Note: - Roles endpoints require the `admin` scope. - For OAuth tokens, Pipedrive expects the company domain base URL with `/api/v1` path. Example: https://{COMPANY}.pipedrive.com/api/v1/roles - This action normalizes the base_url provided by metadata to ensure `/api/v1` is used. |
| `PIPEDRIVE_GET_ALL_STAGES` | Get all stages | Returns data about all stages. |
| `PIPEDRIVE_GET_ALL_SUPPORTED_CURRENCIES` | Get all supported currencies | Returns all supported currencies in given account which should be used when saving monetary values with other objects. The `code` parameter of the returning objects is the currency code according to ISO 4217 for all non-custom currencies. |
| `PIPEDRIVE_GET_ALL_TASKS` | Get all tasks | Returns all tasks. This is a cursor-paginated endpoint. For more information, please refer to our documentation on pagination. |
| `PIPEDRIVE_GET_ALL_TEAMS` | Get all teams | Returns data about teams within the company. |
| `PIPEDRIVE_GET_ALL_TEAMS_OF_A_USER` | Get all teams of a user | Returns data about all teams which have the specified user as a member. |
| `PIPEDRIVE_GET_ALL_USER_CONNECTIONS` | Get all user connections | Returns data about all connections for the authorized user. |
| `PIPEDRIVE_GET_ALL_USERS` | Get all users | Returns data about all users within the company. |
| `PIPEDRIVE_GET_ALL_USERS_IN_A_TEAM` | Get all users in a team | Returns a list of all user IDs within a team. |
| `PIPEDRIVE_GET_ALL_WEBHOOKS` | Get all webhooks | Returns data about all the Webhooks of a company. |
| `PIPEDRIVE_GET_ARCHIVED_DEALS` | Get archived deals | Tool to get all archived deals from Pipedrive. Use when you need to retrieve deals that have been archived, with support for filtering and pagination. |
| `PIPEDRIVE_GET_ARCHIVED_LEADS` | Get archived leads | Tool to get all archived leads from Pipedrive. Use when you need to retrieve leads that have been archived, with support for filtering by owner, person, organization, or custom filter, and pagination. |
| `PIPEDRIVE_GET_CALL_LOG` | Get call log details | Tool to retrieve details of a specific call log by ID. Use when you need to get complete information about a call log including duration, outcome, participants, and timestamps. |
| `PIPEDRIVE_GET_COMMENT` | Get one comment | Returns the details of a comment. |
| `PIPEDRIVE_GET_COMPANY_ADD_ONS` | Get all add ons for a single company | Returns the add-ons for a single company. |
| `PIPEDRIVE_GET_CONVERSATIONS` | Get conversations for a channel | Tool to retrieve messaging conversations. Use after channel registration to sync conversations. |
| `PIPEDRIVE_GET_CURRENT_USER_DATA` | Get current user data | Returns data about an authorized user within the company with bound company data: company ID, company name, and domain. Note that the `locale` property means 'Date/number format' in the Pipedrive account settings, not the chosen language. |
| `PIPEDRIVE_GET_DEAL` | Get Deal Details | Tool to get details of a specific deal in Pipedrive. Use when you need to retrieve comprehensive information about a deal by its ID. |
| `PIPEDRIVE_GET_DEAL_CHANGELOG` | Get Deal Changelog | Tool to list updates about deal field values. Use when you need to retrieve the changelog history showing all changes made to a specific deal's field values. |
| `PIPEDRIVE_GET_DEAL_FIELD` | Get one deal field | Tool to retrieve a specific deal field by ID. Use when you need to get metadata and configuration for a deal field. |
| `PIPEDRIVE_GET_DEAL_FILES` | Get Deal Files | Tool to list files attached to a deal. Use when you need to retrieve all files associated with a specific deal in Pipedrive. |
| `PIPEDRIVE_GET_DEAL_FOLLOWERS` | Get deal followers | Lists users who are following the deal. Use when you need to retrieve all followers of a specific deal. |
| `PIPEDRIVE_GET_DEAL_FOLLOWERS_CHANGELOG` | Get deal followers changelog | Tool to retrieve changelogs about users who have followed a deal. Use when you need to track follower activity, showing when users were added or removed as followers. |
| `PIPEDRIVE_GET_DEAL_MAIL_MESSAGES` | Get Deal Mail Messages | Tool to list mail messages associated with a deal in Pipedrive. Use when you need to retrieve email communications linked to a specific deal. Note: This returns mail message snippets only; for full email content, use the thread_id and query mail threads separately. |
| `PIPEDRIVE_GET_DEAL_PARTICIPANTS` | Get Deal Participants | Tool to list participants of a deal. Use when you need to retrieve all participants (persons) associated with a specific deal in Pipedrive. |
| `PIPEDRIVE_GET_DEAL_PARTICIPANTS_CHANGELOG` | Get Deal Participants Changelog | Tool to list updates about participants of a deal. Use when you need to retrieve the changelog history showing all changes made to a specific deal's participants. |
| `PIPEDRIVE_GET_DEAL_PRODUCTS` | Get Deal Products | Tool to list products attached to a deal. Use when you need to retrieve all products associated with a specific deal in Pipedrive. |
| `PIPEDRIVE_GET_DEALS_CONVERSION_RATES_IN_PIPELINE` | Get deals conversion rates in pipeline | Returns all stage-to-stage conversion and pipeline-to-close rates for the given time period. |
| `PIPEDRIVE_GET_DEALS_CONVERT_STATUS` | Get deal conversion status | Tool to retrieve the conversion status for a deal-to-lead conversion operation. Use when you need to check the progress or result of a deal conversion job. |
| `PIPEDRIVE_GET_DEALS_DISCOUNTS` | Get deals discounts | Tool to retrieve discounts for a specific deal. Use when you need to list all discounts added to a deal in Pipedrive. |
| `PIPEDRIVE_GET_DEALS_IN_A_PIPELINE` | Get deals in a pipeline | Lists deals in a specific pipeline across all its stages. |
| `PIPEDRIVE_GET_DEALS_IN_A_STAGE` | Get deals in a stage | Lists deals in a specific stage. |
| `PIPEDRIVE_GET_DEALS_PRODUCTS` | Get Deals Products | Tool to retrieve products attached to specified deals (max 100 deals per request). Use when you need to get all products associated with multiple deals. |
| `PIPEDRIVE_GET_DEALS_SUMMARY` | Get deals summary | Returns a summary of all the deals. |
| `PIPEDRIVE_GET_DEALS_SUMMARY_ARCHIVED` | Get archived deals summary | Tool to retrieve summary statistics for archived deals. Use when you need aggregated data about archived deals including total count, values, and weighted values grouped by currency. |
| `PIPEDRIVE_GET_DEALS_TIMELINE` | Get deals timeline | Returns 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. |
| `PIPEDRIVE_GET_DEAL_SUBSCRIPTION` | Find subscription by deal | Returns details of an installment or a recurring subscription by the deal ID. Note: Subscriptions endpoints may not be available on company-specific hosts or may be deprecated. This action attempts multiple hosts and gracefully falls back to Installments (v2) or Deal Products (v1) to provide a useful response based on live API data. |
| `PIPEDRIVE_GET_DEALS_WITH_PRODUCT` | Get deals where a product is attached to | Returns data about deals that have a product attached to it. |
| `PIPEDRIVE_GET_DEAL_UPDATES` | Get deal updates | Lists updates about a deal in chronological order. Use when you need to track deal changes, monitor activity timeline, or audit deal modifications. |
| `PIPEDRIVE_GET_DEAL_USERS` | Get Deal Permitted Users | Tool to list users permitted to access a deal. Use when you need to retrieve all users who have permission to access a specific deal in Pipedrive. |
| `PIPEDRIVE_GET_DETAILS_OF_AN_ORGANIZATION` | Get details of an organization | Provides 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. |
| `PIPEDRIVE_GET_FILE` | Get one file | Returns data about a specific file. |
| `PIPEDRIVE_GET_FILTER` | Get one filter | Returns data about a specific filter. Note that this also returns the condition lines of the filter. |
| `PIPEDRIVE_GET_GOAL_RESULT` | Get result of a goal | Gets the progress of a goal for the specified period. |
| `PIPEDRIVE_GET_LEAD_CONVERSION_STATUS` | Get lead conversion status by ID | Tool to retrieve the conversion status for a specific lead conversion job. Use when you need to check the progress of a lead-to-deal conversion including current state and resulting deal ID upon completion. |
| `PIPEDRIVE_GET_LEAD_FIELDS` | Get all lead fields | Tool to retrieve all lead fields. Use when you need to get the schema for leads in a company's context. |
| `PIPEDRIVE_GET_LEAD_USERS` | Get Lead Permitted Users | Tool to list users permitted to access a lead. Use when you need to retrieve all user IDs who have permission to access a specific lead in Pipedrive. |
| `PIPEDRIVE_GET_MAIL_MESSAGE` | Get one mail message | Returns data about a specific mail message. |
| `PIPEDRIVE_GET_MAIL_THREAD` | Get one mail thread | Returns a specific mail thread. |
| `PIPEDRIVE_GET_MAIL_THREAD_MESSAGES` | Get all mail messages of mail thread | Returns all the mail messages inside a specified mail thread. |
| `PIPEDRIVE_GET_MAIL_THREADS` | Get mail threads | Returns mail threads in a specified folder ordered by the most recent message within. |
| `PIPEDRIVE_GET_MARKETPLACE_CLIENT_ID` | Get Marketplace Client ID | Tool to retrieve marketplace_client_id of an installed video integration. Use when you need the client ID for an installed integration. |
| `PIPEDRIVE_GET_NOTE` | Get one note | Returns details about a specific note. |
| `PIPEDRIVE_GET_NOTE_COMMENTS` | Get all comments for a note | Returns all comments associated with a note. |
| `PIPEDRIVE_GET_ONE_LEAD` | Get one lead | API returns specific lead details with custom field values in the Deals format. Unset custom fields are omitted. Leads share custom fields with deals, not having a unique set. |
| `PIPEDRIVE_GET_ORGANIZATION` | Get Organization Details | Tool to get details of a specific organization in Pipedrive. Use when you need to retrieve comprehensive information about an organization by its ID. |
| `PIPEDRIVE_GET_ORGANIZATION_CHANGELOG` | Get Organization Changelog | Tool to list updates about organization field values. Use when you need to retrieve the changelog history showing all changes made to a specific organization's field values. |
| `PIPEDRIVE_GET_ORGANIZATION_DEALS` | Get organization deals | Lists deals associated with an organization. Use when you need to retrieve all deals linked to a specific organization with optional filtering and pagination. |
| `PIPEDRIVE_GET_ORGANIZATION_FIELD` | Get one organization field | Tool to retrieve a specific organization field by ID. Use when you need to get metadata and configuration for an organization field. |
| `PIPEDRIVE_GET_ORGANIZATION_FILES` | Get Organization Files | Tool to list files attached to an organization. Use when you need to retrieve all files associated with a specific organization in Pipedrive. |
| `PIPEDRIVE_GET_ORGANIZATION_FOLLOWERS` | Get Organization Followers | Tool to list followers of an organization. Use when you need to retrieve all users who are following a specific organization in Pipedrive. |
| `PIPEDRIVE_GET_ORGANIZATION_FOLLOWERS_CHANGELOG` | Get Organization Followers Changelog | Tool to list changelog about organization followers. Use when you need to retrieve the history of users who have followed or unfollowed a specific organization. |
| `PIPEDRIVE_GET_ORGANIZATION_MAIL_MESSAGES` | Get Organization Mail Messages | Tool to list mail messages associated with an organization. Use when you need to retrieve all email correspondence linked to a specific organization in Pipedrive. |
| `PIPEDRIVE_GET_ORGANIZATION_PERSONS` | Get Organization Persons | Tool to list persons associated with an organization. Use when you need to retrieve all persons linked to a specific organization in Pipedrive. |
| `PIPEDRIVE_GET_ORGANIZATION_RELATIONSHIP` | Get one organization relationship | Finds and returns an organization relationship from its ID. |
| `PIPEDRIVE_GET_ORGANIZATION_UPDATES` | Get Organization Updates | Tool to list updates about an organization including field value changes, activities, notes, files, and other related items. Use when you need to retrieve the activity flow and update history for a specific organization. |
| `PIPEDRIVE_GET_ORGANIZATION_USERS` | Get organization permitted users | List users permitted to access an organization. Use when you need to retrieve all users who have been granted permission to view and interact with a specific organization record. |
| `PIPEDRIVE_GET_PERMISSION_SET` | Get one permission set | Returns data about a specific permission set. |
| `PIPEDRIVE_GET_PERMISSION_SET_ASSIGNMENTS` | Get Permission Set Assignments | Tool to list permission set assignments for a given permission set. Use when you need to retrieve all users assigned to a specific permission set. |
| `PIPEDRIVE_GET_PERSON` | Get Person Details | Tool to get details of a specific person in Pipedrive. Use when you need to retrieve comprehensive information about a person by their ID. |
| `PIPEDRIVE_GET_PERSON_CHANGELOG` | Get Person Changelog | Tool to list updates about person field values. Use when you need to retrieve the changelog history showing all changes made to a specific person's field values. |
| `PIPEDRIVE_GET_PERSON_DEALS` | Get person deals | Lists deals associated with a person. Use when you need to retrieve all deals linked to a specific person. |
| `PIPEDRIVE_GET_PERSON_FIELD` | Get one person field | Tool to retrieve metadata for a specific person field by its ID. Use when you need to get field properties like name, type, order, and options. |
| `PIPEDRIVE_GET_PERSON_FILES` | Get Person Files | Tool to list files attached to a person. Use when you need to retrieve all files associated with a specific person in Pipedrive. |
| `PIPEDRIVE_GET_PERSON_FOLLOWERS` | Get Person Followers | Tool to list followers of a person in Pipedrive. Use when you need to retrieve all users who are following a specific person. |
| `PIPEDRIVE_GET_PERSON_FOLLOWERS_CHANGELOG` | Get person followers changelog | Tool to retrieve changelogs about users who have followed a person. Use when you need to track follower activity, showing when users were added or removed as followers. |
| `PIPEDRIVE_GET_PERSON_MAIL_MESSAGES` | Get Person Mail Messages | Tool to list mail messages associated with a person in Pipedrive. Use when you need to retrieve email communications linked to a specific person contact. |
| `PIPEDRIVE_GET_PERSON_PICTURE` | Get Person Picture | Tool to get picture details of a specific person in Pipedrive. Use when you need to retrieve picture information and URLs for a person by their ID. |
| `PIPEDRIVE_GET_PERSON_PRODUCTS` | Get Person Products | Tool to list products associated with a person. Use when you need to retrieve all products linked to a specific person in Pipedrive. |
| `PIPEDRIVE_GET_PERSON_UPDATES` | Get person updates | Lists updates and activity history for a specific person in chronological order. Use when you need to track person changes, monitor activity timeline, or audit person modifications. |
| `PIPEDRIVE_GET_PERSON_USERS` | Get Person Permitted Users | Tool to list users permitted to access a person. Use when you need to retrieve all users who have permission to access a specific person in Pipedrive. |
| `PIPEDRIVE_GET_PIPELINE` | Get one pipeline | Returns data about a specific pipeline. Also returns the summary of the deals in this pipeline across its stages. |
| `PIPEDRIVE_GET_PIPELINE_CONVERSION_STATISTICS` | Get Pipeline Conversion Statistics | Tool to get deals conversion rates in a pipeline for a given time period. Use when you need stage-to-stage conversion statistics, won conversion rates, or lost conversion rates for a specific pipeline. |
| `PIPEDRIVE_GET_PIPELINE_MOVEMENT_STATISTICS` | Get Pipeline Movement Statistics | Tool to retrieve deal movement statistics within a pipeline for a specified time period. Use when you need to analyze pipeline performance metrics including new deals, won/lost deals, deals left open, and average age statistics. |
| `PIPEDRIVE_GET_PRODUCT` | Get one product | Returns data about a specific product. |
| `PIPEDRIVE_GET_PRODUCT_DEALS` | Get Product Deals | Tool to list deals associated with a product. Use when you need to retrieve deals that have a specific product attached to them. |
| `PIPEDRIVE_GET_PRODUCT_FIELD` | Get one product field | Returns data about a specific product field. |
| `PIPEDRIVE_GET_PRODUCT_FILES` | Get Product Files | Tool to list files attached to a product. Use when you need to retrieve all files associated with a specific product in Pipedrive. |
| `PIPEDRIVE_GET_PRODUCT_FOLLOWERS` | Get product followers | Tool to list all followers of a product in Pipedrive. Use when you need to retrieve users following a specific product. Returns pagination metadata to handle large follower lists. |
| `PIPEDRIVE_GET_PRODUCT_FOLLOWERS_CHANGELOG` | Get Product Followers Changelog | Tool to list changelog of followers for a product. Use when you need to retrieve the history of users who have followed or unfollowed a specific product. |
| `PIPEDRIVE_GET_PRODUCT_IMAGES` | Get product images | Tool to retrieve image data for a specific product. Use when you need to get the public URL and metadata for a product's image. Note that public URLs have a limited lifetime of 7 days. |
| `PIPEDRIVE_GET_PRODUCT_USERS` | List permitted users for product | Tool to list users permitted to access a product in Pipedrive. Use when you need to retrieve the list of users who have permission to view or manage a specific product. |
| `PIPEDRIVE_GET_PRODUCT_VARIATIONS` | Get product variations | Tool to retrieve all product variations for a specific product with pagination support. Use when you need to get the complete list of variations available for a product, each with different prices across currencies. |
| `PIPEDRIVE_GET_PROJECT` | Get details of a project | Returns the details of a specific project. Also note that custom fields appear as long hashes in the resulting data. These hashes can be mapped against the `key` value of project fields. |
| `PIPEDRIVE_GET_PROJECT_ACTIVITIES` | Returns project activities | Returns activities linked to a specific project. |
| `PIPEDRIVE_GET_PROJECT_BOARD` | Get details of a board | Returns the details of a specific project board. |
| `PIPEDRIVE_GET_PROJECT_GROUPS` | Returns project groups | Returns all active groups under a specific project. |
| `PIPEDRIVE_GET_PROJECT_PHASE` | Get details of a phase | Returns the details of a specific project phase. |
| `PIPEDRIVE_GET_PROJECT_PHASES` | Get project phases | Returns all active project phases under a specific board. |
| `PIPEDRIVE_GET_PROJECT_PLAN` | Returns project plan | Returns information about items in a project plan. Items consists of tasks and activities and are linked to specific project phase and group. |
| `PIPEDRIVE_GET_PROJECT_TASKS` | Returns project tasks | Returns tasks linked to a specific project. |
| `PIPEDRIVE_GET_RECENTS` | Get recents | Returns data about all recent changes occurred after the given timestamp. |
| `PIPEDRIVE_GET_ROLE` | Get one role | Tool to retrieve details for a specific role by its ID. Use when you need to get complete role information including name, parent role, active status, assignment count, and default visibility settings. |
| `PIPEDRIVE_GET_ROLE_ASSIGNMENTS` | Get role assignments | Tool to retrieve all users assigned to a specific role in Pipedrive. Use when you need to list role assignments for a given role. |
| `PIPEDRIVE_GET_ROLE_PIPELINES` | Get role pipelines | Returns the visibility settings for pipelines associated with a specific role. Use when you need to list which pipelines are visible or hidden for a role. |
| `PIPEDRIVE_GET_ROLE_SETTINGS` | Get role settings | Tool to retrieve visibility settings of a specific role. Use when you need to get default visibility levels and access levels for deals, leads, organizations, people, and products associated with a role. Note: - Roles endpoints require the `admin` scope. - For OAuth tokens, Pipedrive expects the company domain base URL with `/api/v1` path. Example: https://{COMPANY}.pipedrive.com/api/v1/roles/{id}/settings - This action normalizes the provided base_url to use `/api/v1` to avoid host/path mismatches. |
| `PIPEDRIVE_GET_STAGE` | Get one stage | Returns data about a specific stage. |
| `PIPEDRIVE_GET_SUBSCRIPTION` | Get details of a subscription | Returns details of an installment or a recurring subscription. Note: Subscriptions endpoints may not be available on the company-specific base URL. To avoid 404s, this action tries multiple hosts and gracefully falls back to Installments (v2) and Deal Products (v1). |
| `PIPEDRIVE_GET_SUBSCRIPTION_PAYMENTS` | Get all payments of a subscription | Returns all payments of an installment or recurring subscription. |
| `PIPEDRIVE_GET_TASK` | Get details of a task | Returns the details of a specific task. |
| `PIPEDRIVE_GET_TEAM` | Get a single team | Returns data about a specific team. |
| `PIPEDRIVE_GET_TEMPLATE` | Get details of a template | Returns the details of a specific project template. |
| `PIPEDRIVE_GET_TEMPLATES` | Get templates for a channel | Tool to retrieve message templates for a channel. Use when template support is enabled. |
| `PIPEDRIVE_GET_USER` | Get one user | Returns data about a specific user within the company. |
| `PIPEDRIVE_GET_USER_CALL_LOGS` | Get all call logs assigned to a particular user | Returns all call logs assigned to a particular user. |
| `PIPEDRIVE_GET_USER_FOLLOWERS` | Get User Followers | Tool to list users who are following a specific user. Use when you need to retrieve all followers of a user in Pipedrive. |
| `PIPEDRIVE_GET_USER_PERMISSIONS` | List user permissions | Tool to list aggregated permissions over all assigned permission sets for a user. Use when you need to check what capabilities and access rights a specific user has across the system. |
| `PIPEDRIVE_GET_USER_ROLE_ASSIGNMENTS` | Get User Role Assignments | Tool to list role assignments for a user. Use when you need to retrieve all role assignments associated with a specific user in Pipedrive. |
| `PIPEDRIVE_GET_USER_ROLE_SETTINGS` | Get user role settings | Tool to list user role settings. Use when you need to retrieve the role configuration data for a specific user, including default visibility levels and access levels for various entities. Note: This endpoint costs 10 API credits per request. |
| `PIPEDRIVE_LINK_REMOTE_FILE` | Link a remote file to an item | Links an existing remote file (`googledrive`) to the item you supply. For more information, see the tutorial for adding a remote file. |
| `PIPEDRIVE_LINK_USER_VIDEO_INTEGRATION` | Link User Video Integration | A 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. |
| `PIPEDRIVE_LIST_DEAL_ACTIVITIES` | List activities associated with a deal | Lists activities associated with a deal. |
| `PIPEDRIVE_LIST_DEAL_FILES` | List files attached to a deal | Lists files associated with a deal. |
| `PIPEDRIVE_LIST_DEAL_FOLLOWERS` | List followers of a deal | Lists the followers of a deal. |
| `PIPEDRIVE_LIST_DEAL_MAIL_MESSAGES` | List mail messages associated with a deal | Lists mail messages associated with a deal. |
| `PIPEDRIVE_LIST_DEAL_PERSONS` | List all persons associated with a deal | The endpoint lists every person linked to a deal, including primary contacts and participants, and provides a `data.marketing_status` field for users of the Campaigns product. |
| `PIPEDRIVE_LIST_DEAL_PRODUCTS` | List products attached to a deal | Lists products attached to a deal. |
| `PIPEDRIVE_LIST_DEAL_UPDATES` | List updates about a deal | Lists updates about a deal. |
| `PIPEDRIVE_LIST_DEAL_USERS` | List permitted users | Lists the users permitted to access a deal. |
| `PIPEDRIVE_LIST_ORGANIZATION_ACTIVITIES` | List activities associated with an organization | Lists activities associated with an organization. |
| `PIPEDRIVE_LIST_ORGANIZATION_DEALS` | List deals associated with an organization | Lists deals associated with an organization. |
| `PIPEDRIVE_LIST_ORGANIZATION_FILES` | List files attached to an organization | Lists files associated with an organization. |
| `PIPEDRIVE_LIST_ORGANIZATION_FOLLOWERS` | List followers of an organization | Lists the followers of an organization. |
| `PIPEDRIVE_LIST_ORGANIZATION_MAIL_MESSAGES` | List mail messages associated with an organization | Lists mail messages associated with an organization. |
| `PIPEDRIVE_LIST_ORGANIZATION_PERSONS` | List persons of an organization | Lists persons associated with an organization.If a company uses the [Campaigns product](https://pipedrive.readme.io/docs/campaigns-in-pipedrive-api), then this endpoint will also return the `data.marketing_status` field. |
| `PIPEDRIVE_LIST_PARTICIPANTS_OF_A_DEAL` | List participants of a deal | Lists the participants associated with a deal.If a company uses the [Campaigns product](https://pipedrive.readme.io/docs/campaigns-in-pipedrive-api), then this endpoint will also return the `data.marketing_status` field. |
| `PIPEDRIVE_LIST_PERMISSION_SET_ASSIGNMENTS` | List permission set assignments | Returns the list of assignments for a permission set. Notes: - This endpoint requires the `admin` OAuth scope. - OAuth calls must target the company domain with `/api/v1` path, e.g., https://{COMPANY}.pipedrive.com/api/v1/permissionSets/{id}/assignments - This action normalizes the base URL accordingly and returns the API envelope even on errors. |
| `PIPEDRIVE_LIST_PERSON_ACTIVITIES` | List activities associated with a person | Lists activities associated with a person. |
| `PIPEDRIVE_LIST_PERSON_DEALS` | List deals associated with a person | Lists deals associated with a person. |
| `PIPEDRIVE_LIST_PERSON_FILES` | List files attached to a person | Lists files associated with a person. |
| `PIPEDRIVE_LIST_PERSON_FOLLOWERS` | List followers of a person | Lists the followers of a person. |
| `PIPEDRIVE_LIST_PERSON_MAIL_MESSAGES` | List mail messages associated with a person | Lists mail messages associated with a person. |
| `PIPEDRIVE_LIST_PERSON_PRODUCTS` | List products associated with a person | Lists products associated with a person. |
| `PIPEDRIVE_LIST_PERSON_USERS` | List Person Access Users | List users permitted to access a person. |
| `PIPEDRIVE_LIST_PRODUCT_FILES` | List files attached to a product | Lists files associated with a product. |
| `PIPEDRIVE_LIST_PRODUCT_FOLLOWERS` | List followers of a product | Lists the followers of a product. |
| `PIPEDRIVE_LIST_PRODUCT_USERS` | List Product Permitted Users | Lists users permitted to access a product. |
| `PIPEDRIVE_LIST_ROLE_ASSIGNMENTS` | List role assignments | Returns all users assigned to a role. Notes: - Roles endpoints require the `admin` OAuth scope. - OAuth calls must target the company domain with `/api/v1` path, e.g., https://{COMPANY}.pipedrive.com/api/v1/roles/{id}/assignments - This action normalizes the base URL accordingly. |
| `PIPEDRIVE_LIST_ROLE_PIPELINE_VISIBILITY` | List pipeline visibility for a role | Returns a list of visible or hidden pipeline IDs by role. See the "Visibility groups article" for details on pipeline visibility. |
| `PIPEDRIVE_LIST_ROLE_SETTINGS` | List role settings | Returns the visibility settings of a specific role. Notes: - Roles endpoints require the `admin` OAuth scope. - OAuth calls must target the company domain with `/api/v1` path, e.g., https://{COMPANY}.pipedrive.com/api/v1/roles/{id}/settings - This action normalizes the base URL accordingly. |
| `PIPEDRIVE_LIST_UPDATES_ABOUT_AN_ORGANIZATION` | List updates about an organization | Lists updates about an organization. |
| `PIPEDRIVE_LIST_UPDATES_ABOUT_A_PERSON` | List updates about a person | Lists updates about a person.If a company uses the [Campaigns product](https://pipedrive.readme.io/docs/campaigns-in-pipedrive-api), then this endpoint's response will also include updates for the `marketing_status` field. |
| `PIPEDRIVE_LIST_UPDATES_ABOUT_PARTICIPANTS_OF_A_DEAL` | List updates about participants of a deal | This endpoint provides cursor-paginated updates on deal participants. For pagination details, see the Pipedrive documentation. |
| `PIPEDRIVE_LIST_USER_FOLLOWERS` | List followers of a user | Lists the followers of a specific user. |
| `PIPEDRIVE_LIST_USER_PERMISSIONS` | List user permissions | Lists aggregated permissions over all assigned permission sets for a user. |
| `PIPEDRIVE_LIST_USER_ROLE_ASSIGNMENTS` | List User Role Assignments | Lists role assignments for a user. |
| `PIPEDRIVE_LIST_USER_ROLE_SETTINGS` | List user role settings | Lists the settings of user's assigned role. |
| `PIPEDRIVE_LIST_USER_SETTINGS` | List settings of an authorized user | Lists the settings of an authorized user. Example response contains a shortened list of settings. |
| `PIPEDRIVE_MERGE_DEALS` | Merge Deals | Tool to merge two deals in Pipedrive. Use when you need to consolidate two deals into one. The deal specified by 'id' will be merged into the deal specified by 'merge_with_id', and the first deal will be removed while the second one will remain with all consolidated data. |
| `PIPEDRIVE_MERGE_ORGANIZATIONS` | Merge Organizations | Tool to merge two organizations in Pipedrive. Use when you need to consolidate two organizations into one. The organization specified by 'id' will be merged into the organization specified by 'merge_with_id', and the first organization will be removed while the second one will remain with all consolidated data. |
| `PIPEDRIVE_MERGE_PERSONS` | Merge two persons | Tool to merge two persons in Pipedrive. Use when you need to combine two person records into one. The person ID specified in the request will be merged and removed, while the merge_with_id person will remain. When data conflicts exist, the merge_with_id person's field data takes priority. |
| `PIPEDRIVE_MERGE_TWO_DEALS` | Merge two deals | Merges a deal with another deal. For more information, see the tutorial for merging two deals. |
| `PIPEDRIVE_MERGE_TWO_ORGANIZATIONS` | Merge two organizations | Merges an organization with another organization. For more information, see the tutorial for merging two organizations. |
| `PIPEDRIVE_MERGE_TWO_PERSONS` | Merge two persons | Merges a person with another person. For more information, see the tutorial for merging two persons. |
| `PIPEDRIVE_ORGANIZATION_ACCESSIBLE_USER_LIST` | Organization accessible user list | List users permitted to access an organization. |
| `PIPEDRIVE_PATCH_DEAL_FIELDS` | Patch deal fields | Updates an existing deal custom field using PATCH method. Use when you need to modify field properties like name, visibility, or validation rules. Note that field code and type are immutable and cannot be changed. |
| `PIPEDRIVE_PATCH_ORGANIZATION_FIELDS` | Update organization field (v2) | Tool to update an existing organization field in Pipedrive using the v2 API. Use when you need to modify field name, UI visibility, importance settings, required field settings, or description. |
| `PIPEDRIVE_PATCH_PERSON_FIELDS` | Update Person Field Configuration | Tool to update person field configuration in Pipedrive. Use when you need to modify field properties like name, description, visibility settings, or requirement status. Only provided properties will be updated; omitted properties retain their existing values. Note: field_code and field_type cannot be changed. |
| `PIPEDRIVE_PRODUCTFIELDS_PATCH_PRODUCTFIELDS` | Update product field | Tool to update a product custom field. Use when you need to modify field name, UI visibility, or description. The field_code and field_type cannot be changed. At least one field must be provided in the request. |
| `PIPEDRIVE_REFRESH_TOKENS` | Refreshing the tokens | Access tokens expire after the time specified in `expires_in`. To continue accessing the API, use the `refresh_token` to obtain a new access token. |
| `PIPEDRIVE_REQUEST_AUTHORIZATION` | Requesting authorization | Authorize a user by redirecting them to the Pipedrive OAuth authorization page and request their permissions to act on their behalf. This step is necessary to implement only when you allow app installation outside of the Marketplace. |
| `PIPEDRIVE_SEARCH_DEALS` | Search deals | This 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. |
| `PIPEDRIVE_SEARCH_ITEM_BY_FIELD` | Search Item By Field | Performs a search from the values of a specific field. Results can either be the distinct values of the field (useful for searching autocomplete field values), or the IDs of actual items (deals, leads, persons, organizations or products). |
| `PIPEDRIVE_SEARCH_LEADS` | Search leads | Endpoint 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. |
| `PIPEDRIVE_SEARCH_MULTIPLE_ITEM_TYPES` | Perform a search from multiple item types | Performs a search from your choice of item types and fields. |
| `PIPEDRIVE_SEARCH_ORGANIZATIONS` | Search organizations | Searches all organizations by name, address, notes and/or custom fields. This endpoint is a wrapper of /v1/itemSearch with a narrower OAuth scope. |
| `PIPEDRIVE_SEARCH_PERSONS` | Search persons | This 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. |
| `PIPEDRIVE_SEARCH_PRODUCTS` | Search products | Searches all products by name, code and/or custom fields. This endpoint is a wrapper of /v1/itemSearch with a narrower OAuth scope. |
| `PIPEDRIVE_TAGES_UPDATE_STAGE` | Update stage | Tool to update an existing stage in Pipedrive. Use when you need to modify stage properties such as name, deal probability, or rotten deal settings. |
| `PIPEDRIVE_UNLINK_USER_FROM_VIDEO_CALL_INTEGRATION` | Unlinkuserfromvideocallintegration | A video calling provider must call this endpoint to remove the link between a user and the installed video calling app. |
| `PIPEDRIVE_UPDATE_A_COMMENT_RELATED_TO_A_NOTE` | Update a comment related to a note | Updates a comment related to a note. |
| `PIPEDRIVE_UPDATE_ACTIVITY` | Update an activity | Tool to update an existing activity in Pipedrive including scheduling, assignments, descriptions, and participants. Use when you need to modify any properties of an activity such as subject, due date/time, status, or associated entities. |
| `PIPEDRIVE_UPDATE_ACTIVITY_IN_PROJECT_PLAN` | Update activity in project plan | Updates an activity phase or group in a project. |
| `PIPEDRIVE_UPDATE_ACTIVITY_TYPE` | Update activity type | Tool to update an activity type in Pipedrive. Use when you need to modify the name, icon, color, or order of an existing activity type. |
| `PIPEDRIVE_UPDATE_A_DEAL` | Update a deal | Updates the properties of a deal. For more information, see the tutorial for updating a deal. |
| `PIPEDRIVE_UPDATE_A_DEAL_FIELD` | Update a deal field | Updates a deal field. For more information, see the tutorial for updating custom fields' values. |
| `PIPEDRIVE_UPDATE_A_FILTER` | Update a filter | Updates an existing filter in Pipedrive. Use when you need to modify filter name or conditions. Maximum of 16 conditions per filter allowed. |
| `PIPEDRIVE_UPDATE_A_LEAD` | Update a lead | Updating lead properties modifies only specified fields; use `null` to unset. Custom field data matches `Deals`. Unset fields are omitted. Leads share deals' custom fields. For examples, refer to the tutorial. |
| `PIPEDRIVE_UPDATE_A_LEAD_LABEL` | Update a lead label | Updates one or more properties of a lead label. Only properties included in the request will be updated. |
| `PIPEDRIVE_UPDATE_AN_ACTIVITY` | Update an activity | Updates an activity. Includes `more_activities_scheduled_in_context` property in response's `additional_data` which indicates whether there are more undone activities scheduled with the same deal, person or organization (depending on the supplied data). |
| `PIPEDRIVE_UPDATE_AN_ACTIVITY_TYPE` | Update an activity type | Updates an activity type. |
| `PIPEDRIVE_UPDATE_AN_ORGANIZATION` | Update an organization | Updates the properties of an organization. |
| `PIPEDRIVE_UPDATE_AN_ORGANIZATION_FIELD` | Update an organization field | Updates an organization field. For more information, see the tutorial for updating custom fields' values. |
| `PIPEDRIVE_UPDATE_AN_ORGANIZATION_RELATIONSHIP` | Update an organization relationship | Updates and returns an organization relationship. |
| `PIPEDRIVE_UPDATE_A_NOTE` | Update a note | Updates a note. |
| `PIPEDRIVE_UPDATE_A_PERSON` | Update a person | Modifies a person’s details in Pipedrive. See the linked tutorial for guidance. If utilizing Campaigns, the endpoint also handles `data.marketing_status`. |
| `PIPEDRIVE_UPDATE_A_PERSON_FIELD` | Update a person field | Updates a person field. For more information, see the tutorial for updating custom fields' values. |
| `PIPEDRIVE_UPDATE_A_PIPELINE` | Update a pipeline | Updates the properties of a pipeline (v2). |
| `PIPEDRIVE_UPDATE_A_PRODUCT` | Update a product | Updates product data. |
| `PIPEDRIVE_UPDATE_A_PRODUCT_FIELD` | Update a product field | Updates a product field. For more information, see the tutorial for updating custom fields' values. |
| `PIPEDRIVE_UPDATE_COMMENT_FOR_NOTE` | Update comment for note | Tool to update a comment on a note in Pipedrive. Use when you need to modify the content of an existing comment attached to a note. |
| `PIPEDRIVE_UPDATE_DEAL` | Update a deal | Tool to update an existing deal in Pipedrive. Use when you need to modify properties of a deal such as title, value, status, stage, or associated contacts/organizations. |
| `PIPEDRIVE_UPDATE_DEAL_DISCOUNT` | Update deal discount | Tool to update a discount for a specific deal. Use when you need to modify the amount, description, or type of an existing discount added to a deal in Pipedrive. |
| `PIPEDRIVE_UPDATE_DEAL_FIELD` | Update a deal field | Tool to update a deal field in Pipedrive. Use when you need to modify existing deal field properties such as name, visibility, or options. Note that field_code and field_type cannot be changed. |
| `PIPEDRIVE_UPDATE_DEALFIELDS_OPTIONS` | Update deal field options | Tool to update existing options for a deal custom field atomically. Use when you need to modify labels of options in a deal field. |
| `PIPEDRIVE_UPDATE_DEAL_PRODUCT` | Update Deal Product | Updates a product attached to a deal with new values. Use when you need to modify price, quantity, discount, tax, or other properties of a deal product. |
| `PIPEDRIVE_UPDATE_DEAL_PRODUCT_ATTACHMENT` | Update the product attached to a deal | Updates the details of the product that has been attached to a deal. |
| `PIPEDRIVE_UPDATE_DEAL_V2` | Update deal (v2 API) | Tool to update an existing deal using Pipedrive v2 API. Use when you need to modify deal properties including custom fields, archive status, or deletion status. |
| `PIPEDRIVE_UPDATE_FILE` | Update file details | Updates the properties of a file including its visible name and description. Use when you need to modify file metadata in Pipedrive. |
| `PIPEDRIVE_UPDATE_FILE_DETAILS` | Update file details | Updates the properties of a file. |
| `PIPEDRIVE_UPDATE_FILTER` | Update filter | Updates an existing filter. |
| `PIPEDRIVE_UPDATE_GOAL` | Update existing goal | Updates an existing goal. Note: For OAuth, Goals API is available under {companydomain}/api/v1. The platform metadata base_url may be {companydomain}/v1, which yields 404 for PUT /goals/{id}. We therefore construct the URL using the company domain and /api/v1 explicitly. |
| `PIPEDRIVE_UPDATE_INSTALLMENT_SUBSCRIPTION` | Update an installment subscription | Updates an installment subscription. Note: Subscriptions endpoints may not be available on the company-specific base URL. To avoid 404s, this action overrides the default request behavior and uses multiple hosts along with a practical fallback to Deal Products when Subscriptions/Installments features are not accessible. |
| `PIPEDRIVE_UPDATE_LEAD` | Update a lead | Tool to update a lead in Pipedrive. Use when you need to modify properties of an existing lead such as title, value, status, or linked contacts. |
| `PIPEDRIVE_UPDATE_LEAD_LABEL` | Update Lead Label | Tool to update a lead label in Pipedrive. Use when you need to modify the name or color of an existing lead label. Only properties included in the request will be updated. |
| `PIPEDRIVE_UPDATE_MAIL_THREAD` | Update mail thread details | Updates the properties of a mail thread. |
| `PIPEDRIVE_UPDATE_NOTE` | Update Note | Tool to update an existing note in Pipedrive. Use when you need to modify the content or properties of a note attached to deals, persons, organizations, leads, or projects. |
| `PIPEDRIVE_UPDATE_ORGANIZATION` | Update Organization | Tool to update an existing organization in Pipedrive. Use when you need to modify organization properties such as name, owner, visibility, labels, or address. |
| `PIPEDRIVE_UPDATE_ORGANIZATION_FIELD` | Update organization field | Tool to update an organization field in Pipedrive. Use when you need to modify the name, options, or visibility of an existing organization field. |
| `PIPEDRIVE_UPDATE_ORGANIZATION_FIELD_OPTIONS` | Update organization field options | Tool to update existing options for an organization custom field atomically. Use when you need to modify option labels for an organization field. All specified option IDs must exist or the entire request fails. |
| `PIPEDRIVE_UPDATE_ORGANIZATION_RELATIONSHIP` | Update organization relationship | Tool to update an organization relationship in Pipedrive. Use when you need to modify the type or organizations involved in an existing relationship between two organizations. |
| `PIPEDRIVE_UPDATE_PERSON` | Update a person | Tool to update a person's properties in Pipedrive. Use when you need to modify existing person details such as name, contact information, owner, or organization. |
| `PIPEDRIVE_UPDATE_PERSON_FIELD` | Update person field | Tool to update a person field in Pipedrive. Use when you need to modify the name, options, or visibility settings of an existing person field. |
| `PIPEDRIVE_UPDATE_PERSONFIELDS_OPTIONS` | Update person field options | Tool to update existing options for a person custom field atomically. Use when you need to modify labels of options in a person field. |
| `PIPEDRIVE_UPDATE_PERSON_V2` | Update person (v2) | Tool to update a person's properties in Pipedrive using the v2 API. Use when you need to modify existing person details such as name, contact information, owner, or organization. |
| `PIPEDRIVE_UPDATE_PIPELINE` | Update a pipeline | Tool to update a pipeline in Pipedrive. Use when you need to modify pipeline properties like name, deal probability, order, or active status. All fields except id are optional - only include the fields you want to update. |
| `PIPEDRIVE_UPDATE_PIPELINE_VISIBILITY_FOR_ROLE` | Update pipeline visibility for a role | Updates pipeline visibility settings for different roles. For details, see the Pipedrive Visibility groups article. |
| `PIPEDRIVE_UPDATE_PRODUCT` | Update a product | Tool to update a product in Pipedrive. Use when you need to modify product details like name, code, price, tax, or other attributes. |
| `PIPEDRIVE_UPDATE_PRODUCT_FIELD` | Update product field | Tool to update a product field definition in Pipedrive. Use when you need to modify the name or options of an existing product custom field. |
| `PIPEDRIVE_UPDATE_PRODUCTFIELDS_OPTIONS` | Update product field options | Tool to update existing options for a product custom field atomically. Use when you need to modify labels of options in a product field. |
| `PIPEDRIVE_UPDATE_PRODUCT_IMAGE` | Update product image | Tool to update an image for a product in Pipedrive. Use when you need to add or replace a product image. |
| `PIPEDRIVE_UPDATE_PRODUCT_VARIATION` | Update product variation | Tool to update a product variation in Pipedrive. Use when you need to modify variation details like name or prices across different currencies. |
| `PIPEDRIVE_UPDATE_PROJECT` | Update a project | Updates a project. |
| `PIPEDRIVE_UPDATE_RECURRING_SUBSCRIPTION` | Update a recurring subscription | Updates a recurring subscription. Note: Some company hosts may not expose Subscriptions endpoints. This action will attempt multiple hosts and gracefully fall back to updating the product attached to a deal (v1) when applicable. In the fallback path, the request `id` is treated as the `product_attachment_id` and we locate the corresponding deal by scanning deal products. |
| `PIPEDRIVE_UPDATE_ROLE` | Update role details | Updates the parent role and/or the name of a specific role. Notes: - Roles endpoints require the `admin` scope. - With OAuth (Bearer) tokens, Pipedrive expects the company domain base URL with `/api/v1` path, e.g. https://{COMPANY}.pipedrive.com/api/v1/roles/{id} - This action normalizes the base_url provided by metadata to ensure `/api/v1` is used with the company domain when available. Falls back to the global API host otherwise. |
| `PIPEDRIVE_UPDATE_ROLE_PIPELINES` | Update role pipelines | Updates pipeline visibility for a role. Use when you need to control which sales pipelines are accessible to users within a particular role group. |
| `PIPEDRIVE_UPDATE_STAGE` | Update stage details | Tool to update stage details in Pipedrive. Use when you need to modify properties of an existing stage such as name, pipeline association, deal probability, or rotten deal settings. |
| `PIPEDRIVE_UPDATE_STAGE_DETAILS` | Update stage details | Updates the properties of a stage. |
| `PIPEDRIVE_UPDATE_TASK` | Update a task | Updates a task. |
| `PIPEDRIVE_UPDATE_TASK_IN_PROJECT_PLAN` | Update task in project plan | Updates a task phase or group in a project. |
| `PIPEDRIVE_UPDATE_TEAM` | Update a team | Updates an existing team and returns the updated object. |
| `PIPEDRIVE_UPDATE_USER` | Update user details | Tool to update user details in Pipedrive. Use when you need to activate or deactivate a user account. Requires admin-level permissions. |
| `PIPEDRIVE_UPDATE_USER_DETAILS` | Update user details | Updates the properties of a user. Currently, only `active_flag` can be updated. |

## Supported Triggers

| Trigger slug | Name | Description |
|---|---|---|
| `PIPEDRIVE_NEW_DEAL_TRIGGER` | New Deal Received Trigger | Triggered when a new deal is created in Pipedrive |
| `PIPEDRIVE_NEW_NOTE_TRIGGER` | New Note Received Trigger | Triggered when a new note is created in Pipedrive |
| `PIPEDRIVE_NEW_ORGANIZATION_TRIGGER` | New Organization Received Trigger | Triggered when a new organization is created in Pipedrive |

## Creating MCP Server - Stand-alone vs Composio SDK

The Pipedrive MCP server connects Claude Cowork to your Pipedrive account through Composio. Once connected, Cowork can use the available Pipedrive tools and triggers to complete tasks on your behalf.

## Complete Code

None listed.

## How to build Pipedrive MCP Agent with another framework

- [ChatGPT](https://composio.dev/toolkits/pipedrive/framework/chatgpt)
- [Antigravity](https://composio.dev/toolkits/pipedrive/framework/antigravity)
- [OpenAI Agents SDK](https://composio.dev/toolkits/pipedrive/framework/open-ai-agents-sdk)
- [Claude Agent SDK](https://composio.dev/toolkits/pipedrive/framework/claude-agents-sdk)
- [Claude Code](https://composio.dev/toolkits/pipedrive/framework/claude-code)
- [Codex](https://composio.dev/toolkits/pipedrive/framework/codex)
- [Cursor](https://composio.dev/toolkits/pipedrive/framework/cursor)
- [VS Code](https://composio.dev/toolkits/pipedrive/framework/vscode)
- [OpenCode](https://composio.dev/toolkits/pipedrive/framework/opencode)
- [OpenClaw](https://composio.dev/toolkits/pipedrive/framework/openclaw)
- [Hermes](https://composio.dev/toolkits/pipedrive/framework/hermes-agent)
- [CLI](https://composio.dev/toolkits/pipedrive/framework/cli)
- [Google ADK](https://composio.dev/toolkits/pipedrive/framework/google-adk)
- [LangChain](https://composio.dev/toolkits/pipedrive/framework/langchain)
- [Vercel AI SDK](https://composio.dev/toolkits/pipedrive/framework/ai-sdk)
- [Mastra AI](https://composio.dev/toolkits/pipedrive/framework/mastra-ai)
- [LlamaIndex](https://composio.dev/toolkits/pipedrive/framework/llama-index)
- [CrewAI](https://composio.dev/toolkits/pipedrive/framework/crew-ai)

## Related Toolkits

- [Hubspot](https://composio.dev/toolkits/hubspot) - HubSpot is an all-in-one marketing, sales, and customer service platform. It lets teams nurture leads, automate outreach, and track every customer interaction in one place.
- [Salesforce](https://composio.dev/toolkits/salesforce) - Salesforce is a leading CRM platform that helps businesses manage sales, service, and marketing. It centralizes customer data, enabling teams to drive growth and build strong relationships.
- [Apollo](https://composio.dev/toolkits/apollo) - Apollo is a CRM and lead generation platform that helps businesses discover contacts and manage sales pipelines. Use it to streamline customer outreach and track your deals from one place.
- [Attio](https://composio.dev/toolkits/attio) - Attio is a customizable CRM and workspace for managing your team's relationships and workflows. It helps teams organize contacts, automate tasks, and collaborate more efficiently.
- [Acculynx](https://composio.dev/toolkits/acculynx) - AccuLynx is a cloud-based roofing business management software for contractors. It streamlines project tracking, lead management, and document sharing.
- [Addressfinder](https://composio.dev/toolkits/addressfinder) - Addressfinder is a data quality platform for verifying addresses, emails, and phone numbers. It helps you ensure accurate customer and contact data every time.
- [Affinity](https://composio.dev/toolkits/affinity) - Affinity is a relationship intelligence CRM that helps private capital investors find, manage, and close more deals. It streamlines deal flow and surfaces key connections to help you win opportunities.
- [Agencyzoom](https://composio.dev/toolkits/agencyzoom) - AgencyZoom is a sales and performance platform built for P&C insurance agencies. It helps agents boost sales, retain clients, and analyze producer results in one place.
- [Bettercontact](https://composio.dev/toolkits/bettercontact) - Bettercontact is a smart contact enrichment tool for finding emails and phone numbers. It helps boost lead generation with automated, waterfall search across multiple sources.
- [Blackbaud](https://composio.dev/toolkits/blackbaud) - Blackbaud provides cloud-based software for nonprofits, schools, and healthcare institutions. It streamlines fundraising, donor management, and mission-driven operations.
- [Brilliant directories](https://composio.dev/toolkits/brilliant_directories) - Brilliant Directories is an all-in-one platform for building and managing online membership communities and business directories. It streamlines listings, member management, and engagement tools into a single, easy interface.
- [Capsule crm](https://composio.dev/toolkits/capsule_crm) - Capsule CRM is a user-friendly CRM platform for managing contacts and sales pipelines. It helps businesses organize relationships and streamline their sales process efficiently.
- [Centralstationcrm](https://composio.dev/toolkits/centralstationcrm) - CentralStationCRM is an easy-to-use CRM software focused on collaboration and long-term customer relationships. It helps teams manage contacts, deals, and communications all in one place.
- [Clientary](https://composio.dev/toolkits/clientary) - Clientary is a platform for managing clients, invoices, projects, proposals, and more. It streamlines client work and saves you serious admin time.
- [Close](https://composio.dev/toolkits/close) - Close is a CRM platform built for sales teams, combining calling, email automation, and predictive dialers. It streamlines sales workflows and boosts productivity with all-in-one communication tools.
- [Dropcontact](https://composio.dev/toolkits/dropcontact) - Dropcontact is a B2B email finder and data enrichment service for professionals. It delivers verified email addresses and enriches contact info with up-to-date data.
- [Dynamics365](https://composio.dev/toolkits/dynamics365) - Dynamics 365 is Microsoft's platform combining CRM, ERP, and productivity apps. It streamlines sales, marketing, service, and operations in one place.
- [Espocrm](https://composio.dev/toolkits/espocrm) - EspoCRM is an open-source web application for managing customer relationships. It helps businesses organize contacts, track leads, and streamline their sales process.
- [Fireberry](https://composio.dev/toolkits/fireberry) - Fireberry is a CRM platform that streamlines customer and sales management. It helps businesses organize contacts, automate sales, and integrate with other business tools.
- [Firmao](https://composio.dev/toolkits/firmao) - Firmao is a business information platform offering company, industry, and market data. Use it to quickly research firms and gain competitive market insights.

## Frequently Asked Questions

### What are the differences in Tool Router MCP and Pipedrive MCP?

With a standalone Pipedrive MCP server, the agents and LLMs can only access a fixed set of Pipedrive tools tied to that server. However, with the Composio Tool Router, agents can dynamically load tools from Pipedrive and many other apps based on the task at hand, all through a single MCP endpoint.

### Can I use Tool Router MCP with Claude Cowork?

Yes, you can. Claude Cowork fully supports MCP integration. You get structured tool calling, message history handling, and model orchestration while Tool Router takes care of discovering and serving the right Pipedrive tools.

### Can I manage the permissions and scopes for Pipedrive while using Tool Router?

Yes, absolutely. You can configure which Pipedrive scopes and actions are allowed when connecting your account to Composio. You can also bring your own OAuth credentials or API configuration so you keep full control over what the agent can do.

### How safe is my data with Composio Tool Router?

All sensitive data such as tokens, keys, and configuration is fully encrypted at rest and in transit. Composio is SOC 2 Type 2 compliant and follows strict security practices so your Pipedrive data and credentials are handled as safely as possible.

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[See all toolkits](https://composio.dev/toolkits) · [Composio docs](https://docs.composio.dev/llms.txt)