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如何将 Pipedrive CRM 连接到 Claude — 通过 MCP

Drive Pipedrive (CRM) from any AI agent: search and manage deals, persons, organizations, activities, pipelines, and stages. 18 ready-to-use tools covering the most common sales workflows. API-token auth via query string, no SDK, no OAuth dance.

HCBy HelpCode teamUpdated 3 min read Open source on GitHub

No credit card · 7-day trial · Self-host alternative available

MCP connector

Pipedrive CRM

Drive Pipedrive (CRM) from any AI agent: search and manage deals, persons, organizations, activities, pipelines, and stages. 18 ready-to-use tools covering the most common sales workflows. API-token auth via query string, no SDK, no OAuth dance.

Tools

22

Region

INTL

Category

crm

Authentication

Required env vars

PIPEDRIVE_API_TOKEN
Install in one click on Cloud

7-day free trial · No credit card

  • 7-day free trial
    No credit card required
  • GDPR & SOC 2 ready
    EU data residency, audit logs
  • Open-source on GitHub
    Source-available BSL-1.1
  • Works with ChatGPT, Claude, Gemini
    Any MCP-compatible client

No install? Use cloud.anythingmcp.com directly.

Sign in, install the Pipedrive CRM in one click, paste the credentials, mint an MCP API key — done. No Docker, no git clone, no local server to run.

Open Cloud

💡 无需安装? 直接使用 cloud.anythingmcp.com 登录、点击 Connectors → Pipedrive CRM、粘贴凭证、生成 MCP API key — 完成。无 Docker、无 git clone、无本地服务器。

Pipedrive CRM + Claude

Drive Pipedrive (CRM) from any AI agent: search and manage deals, persons, organizations, activities, pipelines, and stages. 18 ready-to-use tools covering the most common sales workflows. API-token auth via query string, no SDK, no OAuth dance.

前提条件

完整的设置说明已内置在连接器中 (在 store 中选择连接器时可见)。所需环境变量:

PIPEDRIVE_API_TOKEN

步骤 1 — 获取凭证

Versions: most resources (deals, persons, organizations, activities, pipelines, stages, users) are on the newer v2 API (/api/v2/...). The universal item-search endpoint is still on v1 (/v1/itemSearch). The adapter mixes both as appropriate — you don't need to know the distinction, just pick the tool.

Setup:

  1. Sign in to Pipedrive → top-right avatar → Personal preferences → API. Copy the personal API token shown there.
  2. Paste it as PIPEDRIVE_API_TOKEN.
  3. (Optional) If your account is on a custom company subdomain that requires it, set PIPEDRIVE_COMPANY_DOMAIN to your subdomain (e.g. acme if your CRM lives at acme.pipedrive.com).

步骤 2 — 安装 adapter

git clone https://github.com/HelpCode-ai/anythingmcp.git
cd anythingmcp && docker compose up -d

步骤 3 — 在 Claude 中添加连接器

推荐路径 — 在 claude.ai web 上工作,无需触碰任何配置文件。

  1. 打开 claude.ai/customize/connectors
  2. 点击 "Add custom connector"
  3. 填入:
    • Name: Pipedrive CRM
    • URL: https://cloud.anythingmcp.com/mcp
    • Authentication: Bearer token → 粘贴你的 MCP API key (来自 AnythingMCP → Profile → MCP API Keys → New Key)
  4. 点击 Connect 授权。

下面所有工具都会出现在你的聊天中 — 开始输入提示。

可用工具

ToolWhat it does
pipedrive_searchUniversal fuzzy search across deals, persons, organizations, products, files, mailbox messages and projects in one call
pipedrive_list_dealsList deals with optional filtering by owner, person, organization, pipeline, stage, status
pipedrive_get_dealFetch a single deal by its numeric ID
pipedrive_create_dealCreate a new deal
pipedrive_update_dealPartial-update a deal — only pass the fields you want to change
pipedrive_delete_dealSoft-delete a deal
pipedrive_search_dealsNarrower search than pipedrive_search — only looks inside deals (title and custom fields)
pipedrive_list_personsList persons (contacts) with optional filtering by owner, organization, or label
pipedrive_get_personFetch a single person by ID
pipedrive_create_personCreate a new person (contact)
pipedrive_update_personPartial-update a person
pipedrive_list_organizationsList organizations (companies) with optional filtering by owner or saved filter
pipedrive_create_organizationCreate a new organization
pipedrive_list_activitiesList activities (calls, meetings, tasks, emails, etc
pipedrive_create_activityLog an activity (call, meeting, task, email, etc
pipedrive_list_pipelinesList all pipelines on this Pipedrive account
pipedrive_list_stagesList stages, optionally filtered by pipeline
pipedrive_list_usersList users on this Pipedrive account (sales reps, admins)
pipedrive_get_current_userReturn the user account that the API token belongs to (whoami)
pipedrive_list_deal_fieldsList all deal fields including custom fields with their API keys, types, and pick-list options
pipedrive_list_person_fieldsList all person fields including custom fields with their API keys
pipedrive_list_organization_fieldsList all organization fields including custom fields with their API keys

FAQ

Claude Code 和 Claude Desktop 一样工作吗? 是的 — 两者都指向 https://cloud.anythingmcp.com/mcp

下一步

Ready to ship

Your Pipedrive agent is one click away.

Install the connector, paste the key, prompt Claude. Free for 7 days, no credit card.