Pipedrive

Get a single mail message by ID. Args: - id: Mail message ID Returns: The mail message.

List all custom fields for deals. Returns: Array of deal fields.

Get a single mail thread by ID. Args: - id: Mail thread ID Returns: The mail thread with messages.

Delete a filter. Args: - id: Filter ID to delete Returns: Confirmation of deletion.

Update an existing contact. Args: - id: Contact ID to update - email: New email address - firstName: New first name - lastName: New last name - phone: New phone number - title: New job title - companyId: New associated company ID Returns: The updated contact record.

List activities (calls, emails, tasks, etc.) from the CRM. Args: - recordId: Filter by associated record ID (contact, company, or deal) - limit: Number of activities to return (1-100, default: 20) - cursor: Pagination cursor - format: Response format Returns: Paginated list of activities.

Log a phone call in the CRM. Args: - contactId: Contact ID the call was with - subject: Call subject/title - notes: Call notes/summary - durationMinutes: Call duration in minutes Returns: The created call activity.

Log an email in the CRM. Args: - contactId: Contact ID the email was with - subject: Email subject - body: Email body content - direction: 'sent' for outgoing, 'received' for incoming Returns: The created email activity.

Create a task in the CRM. Args: - subject: Task subject/title - body: Task description - dueDate: Due date (ISO 8601) - contactIds: Associated contact IDs - companyId: Associated company ID - dealId: Associated deal ID Returns: The created task.

List all activity types. Returns: Array of activity types.

Create a new activity type. Args: - name: Activity type name (required) - iconKey: Icon key (required) - color: Color hex code Returns: The created activity type.

Update an existing activity type. Args: - id: Activity type ID to update - name: New name - iconKey: New icon key - color: New color - orderNr: New order number Returns: The updated activity type.

Delete an activity type. Args: - id: Activity type ID to delete Returns: Confirmation of deletion.

List all call logs. Returns: Array of call logs.

Get a single call log by ID. Args: - id: Call log ID (UUID) Returns: The call log record.

Delete a contact from the CRM. Args: - id: Contact ID to delete Returns: Confirmation of deletion.

Create a new call log entry. Args: - toPhoneNumber: Called phone number (required) - startTime: Call start time ISO 8601 (required) - endTime: Call end time ISO 8601 (required) - fromPhoneNumber: Caller phone number - duration: Call duration in seconds - outcome: Call outcome (connected, no_answer, left_message, left_voicemail, wrong_number, busy) - personId: Associated person ID - orgId: Associated organization ID - dealId: Associated deal ID - note: Call notes Returns: The created call log.

Delete a call log. Args: - id: Call log ID (UUID) to delete Returns: Confirmation of deletion.

List mail threads from the mailbox. Args: - limit: Number of threads to return - cursor: Pagination cursor Returns: Paginated list of mail threads.

List all goals. Returns: Array of goals.

List companies from the CRM with pagination. Args: - limit: Number of companies to return (1-100, default: 20) - cursor: Pagination cursor from previous response - format: Response format ('json' or 'markdown') Returns: Paginated list of companies.

Get a single company by ID. Args: - id: The company ID - format: Response format Returns: The company record with all available fields.

Create a new company in the CRM. Args: - name: Company name (required) - domain: Company domain/website - industry: Industry classification - description: Company description - numberOfEmployees: Number of employees - type: Company type (prospect, customer, partner, etc.) - phone: Phone number Returns: The created company record.

Update an existing company. Args: - id: Company ID to update - name: New company name - domain: New domain - industry: New industry - description: New description - numberOfEmployees: New employee count - type: New company type - phone: New phone number Returns: The updated company record.

List contacts from the CRM with pagination. Returns a paginated list of contacts. Use the cursor from the response to fetch the next page. Args: - limit: Number of contacts to return (1-100, default: 20) - cursor: Pagination cursor from previous response - format: Response format ('json' or 'markdown') Returns: JSON format: { items: Contact[], count, total, hasMore, nextCursor } Markdown format: Formatted table of contacts

Get a single contact by ID. Args: - id: The contact ID - format: Response format ('json' or 'markdown') Returns: The contact record with all available fields.

Create a new contact in the CRM. Args: - email: Email address (required) - firstName: First name - lastName: Last name - phone: Phone number - title: Job title - companyId: Associated company ID - source: Lead source Returns: The created contact record.

Search for contacts matching criteria. Args: - query: Search query string - limit: Maximum results to return - format: Response format Returns: Paginated list of matching contacts.

List all custom fields for persons/contacts. Returns: Array of person fields.

Create a new custom field for persons. Args: - name: Field name (required) - fieldType: Field type (varchar, text, double, monetary, date, set, enum, etc.) - options: Options for enum/set fields - addVisibleFlag: Show in add form Returns: The created field.

Update a person field. Args: - id: Field ID to update - name: New field name - options: New options - addVisibleFlag: Update visibility Returns: The updated field.

Delete a person field. Args: - id: Field ID to delete Returns: Confirmation of deletion.

Create a new custom field for deals. Args: - name: Field name (required) - fieldType: Field type - options: Options for enum/set fields - addVisibleFlag: Show in add form Returns: The created field.

List all custom fields for organizations. Returns: Array of organization fields.

List all custom fields for products. Returns: Array of product fields.

List followers of a deal. Args: - dealId: Deal ID Returns: Array of deal followers.

Add a follower to a deal. Args: - dealId: Deal ID - userId: User ID to add as follower Returns: The created follower record.

Remove a follower from a deal. Args: - dealId: Deal ID - userId: User ID to remove Returns: Confirmation of removal.

List participants (persons) in a deal. Args: - dealId: Deal ID Returns: Array of deal participants.

Add a person as participant to a deal. Args: - dealId: Deal ID - personId: Person ID to add Returns: The created participant record.

Remove a participant from a deal. Args: - dealId: Deal ID - personId: Person ID to remove Returns: Confirmation of removal.

List products attached to a deal. Args: - dealId: Deal ID Returns: Array of deal products.

Add a product to a deal. Args: - dealId: Deal ID - productId: Product ID - itemPrice: Price per unit - quantity: Quantity - discount: Discount amount/percentage - tax: Tax percentage - enabledFlag: Whether product is enabled - productVariationId: Product variation ID - comments: Comments Returns: The deal-product attachment.

Update a product attachment on a deal. Args: - dealId: Deal ID - productAttachmentId: Product attachment ID - itemPrice: New price - quantity: New quantity - discount: New discount - tax: New tax - enabledFlag: Update enabled flag - comments: New comments Returns: The updated deal-product attachment.

Remove a product from a deal. Args: - dealId: Deal ID - productAttachmentId: Product attachment ID Returns: Confirmation of removal.

List discounts on a deal. Args: - dealId: Deal ID Returns: Array of deal discounts.

Add a discount to a deal. Args: - dealId: Deal ID - type: Discount type ('percentage' or 'fixed') - value: Discount value Returns: The created discount.

Merge two deals into one. Args: - dealId: Primary deal ID (will be kept) - mergeWithId: Deal ID to merge into primary Returns: The merged deal.

Duplicate a deal. Args: - dealId: Deal ID to duplicate Returns: The duplicated deal.

Delete a stage. Args: - id: Stage ID to delete Returns: Confirmation of deletion.

Get changelog for a deal. Args: - dealId: Deal ID Returns: Array of changelog entries.

List files attached to a deal. Args: - dealId: Deal ID Returns: Array of files.

List mail messages associated with a deal. Args: - dealId: Deal ID Returns: Array of mail messages.

List deals/opportunities from the CRM with pagination. Args: - limit: Number of deals to return (1-100, default: 20) - cursor: Pagination cursor from previous response - format: Response format ('json' or 'markdown') Returns: Paginated list of deals.

Get a single deal by ID. Args: - id: The deal ID - format: Response format Returns: The deal record with all available fields.

Create a new deal in the CRM. Args: - name: Deal name (required) - amount: Deal value - currency: Currency code (e.g., 'USD', 'AUD') - stageId: Pipeline stage ID - pipelineId: Pipeline ID - closeDate: Expected close date (ISO 8601) - companyId: Associated company ID - contactIds: Associated contact IDs Returns: The created deal record.

Update an existing deal. Args: - id: Deal ID to update - name: New deal name - amount: New deal value - currency: New currency code - stageId: New pipeline stage ID - closeDate: New expected close date - status: Deal status ('open', 'won', 'lost') - closeReason: Reason for won/lost Returns: The updated deal record.

Move a deal to a different pipeline stage. Args: - id: Deal ID - stageId: Target stage ID Returns: The updated deal record.

List available deal pipelines and their stages. Returns: Array of pipelines with their stages.

List files from Pipedrive with pagination. Args: - limit: Number of files to return (1-100, default: 20) - cursor: Pagination cursor - format: Response format Returns: Paginated list of files.

Get file metadata by ID. Args: - id: File ID - format: Response format Returns: The file metadata.

Update file metadata. Args: - id: File ID to update - name: New file name - description: New description Returns: The updated file metadata.

Delete a file. Args: - id: File ID to delete Returns: Confirmation of deletion.

List all filters, optionally filtered by type. Args: - type: Filter type (deals, leads, org, people, products, activity) Returns: Array of filters.

Get a single filter by ID. Args: - id: Filter ID Returns: The filter record with conditions.

Create a new filter. Args: - name: Filter name (required) - type: Filter type (required) - conditions: Filter conditions object (required) - glue: 'and' or 'or' - conditions: Array of condition objects Returns: The created filter.

Update an existing filter. Args: - id: Filter ID to update - name: New filter name - conditions: New filter conditions Returns: The updated filter.

Create a new goal. Args: - title: Goal title (required) - assignee: Assignee object { id, type: 'person'|'company'|'team' } (required) - type: Goal type object { name, params } (required) - expectedOutcome: Expected outcome { target, trackingMetric, currencyId? } (required) - duration: Duration { start, end } (required) - interval: Interval ('weekly', 'monthly', 'quarterly', 'yearly') (required) Returns: The created goal.

Update an existing goal. Args: - id: Goal ID to update - title: New title - assignee: New assignee { id, type } - type: New type { name, params } - expectedOutcome: New expected outcome - duration: New duration { start, end } - interval: New interval Returns: The updated goal.

Delete a goal. Args: - id: Goal ID to delete Returns: Confirmation of deletion.

Get results for a goal. Args: - id: Goal ID Returns: Array of goal results.

List leads from Pipedrive with pagination and optional filters. Args: - limit: Number of leads to return (1-100, default: 20) - cursor: Pagination cursor from previous response - ownerId: Filter by owner user ID - personId: Filter by associated person ID - organizationId: Filter by associated organization ID - format: Response format ('json' or 'markdown') Returns: Paginated list of leads.

List archived leads from Pipedrive. Args: - limit: Number of leads to return (1-100, default: 20) - cursor: Pagination cursor Returns: Paginated list of archived leads.

Get a single lead by ID (UUID format). Args: - id: The lead ID (UUID) - format: Response format Returns: The lead record.

Search for leads matching a query. Args: - query: Search query string - limit: Maximum results to return Returns: List of matching leads.

Create a new lead in Pipedrive. Args: - title: Lead title (required) - ownerId: Owner user ID - personId: Associated person ID - organizationId: Associated organization ID - value: Lead value object { amount, currency } - expectedCloseDate: Expected close date (ISO 8601) - labelIds: Array of label UUIDs - visibleTo: Visibility (1=owner, 3=owner's group, 5=owner's group+sub, 7=entire company) Returns: The created lead record.

Update an existing lead. Args: - id: Lead ID (UUID) to update - title: New lead title - ownerId: New owner user ID - personId: New associated person ID - organizationId: New associated organization ID - value: New lead value { amount, currency } - expectedCloseDate: New expected close date - labelIds: New array of label UUIDs Returns: The updated lead record.

Delete a lead from Pipedrive. Args: - id: Lead ID (UUID) to delete Returns: Confirmation of deletion.

Convert a lead to a deal. Args: - id: Lead ID (UUID) to convert - stageId: Target pipeline stage ID - pipelineId: Target pipeline ID Returns: Conversion ID for tracking the async conversion.

List all lead labels. Returns: Array of lead labels.

Create a new lead label. Args: - name: Label name (required) - color: Label color (green, blue, red, yellow, purple, gray) Returns: The created label.

Update an existing lead label. Args: - id: Label ID (UUID) to update - name: New label name - color: New label color Returns: The updated label.

Delete a lead label. Args: - id: Label ID (UUID) to delete Returns: Confirmation of deletion.

List notes from Pipedrive with optional filters. Args: - limit: Number of notes to return (1-100, default: 20) - cursor: Pagination cursor - dealId: Filter by deal ID - personId: Filter by person ID - orgId: Filter by organization ID - leadId: Filter by lead ID (UUID) - format: Response format Returns: Paginated list of notes.

Get a single note by ID. Args: - id: Note ID - format: Response format Returns: The note record.

Create a new note. Args: - content: Note content (required, supports HTML) - dealId: Associated deal ID - personId: Associated person ID - orgId: Associated organization ID - leadId: Associated lead ID (UUID) - projectId: Associated project ID - pinnedToDealFlag: Pin note to deal - pinnedToPersonFlag: Pin note to person - pinnedToOrgFlag: Pin note to organization Returns: The created note.

Update an existing note. Args: - id: Note ID to update - content: New note content - pinnedToDealFlag: Update pin to deal - pinnedToPersonFlag: Update pin to person - pinnedToOrgFlag: Update pin to organization Returns: The updated note.

Delete a note. Args: - id: Note ID to delete Returns: Confirmation of deletion.

List comments on a note. Args: - noteId: Note ID Returns: Array of comments.

Add a comment to a note. Args: - noteId: Note ID - content: Comment content Returns: The created comment.

Delete a comment from a note. Args: - noteId: Note ID - commentId: Comment ID (UUID) Returns: Confirmation of deletion.

List relationships for an organization. Args: - orgId: Organization ID Returns: Array of organization relationships.

Create a relationship between organizations. Args: - orgId: The organization ID the relationship is linked to - type: Relationship type ('parent' or 'related') - relOwnerOrgId: The owner organization ID - relLinkedOrgId: The linked organization ID Returns: The created relationship.

Delete an organization relationship. Args: - id: Relationship ID to delete Returns: Confirmation of deletion.

List all supported currencies. Returns: Array of currencies.

List followers of a person. Args: - personId: Person ID Returns: Array of person followers.

Add a follower to a person. Args: - personId: Person ID - userId: User ID to add as follower Returns: The created follower record.

List deals associated with a person. Args: - personId: Person ID Returns: Array of deals.

List activities associated with a person. Args: - personId: Person ID Returns: Array of activities.

List files attached to a person. Args: - personId: Person ID Returns: Array of files.

Merge two persons into one. Args: - personId: Primary person ID (will be kept) - mergeWithId: Person ID to merge into primary Returns: The merged person.

List products from Pipedrive with pagination. Args: - limit: Number of products to return (1-100, default: 20) - cursor: Pagination cursor - ownerId: Filter by owner user ID - format: Response format Returns: Paginated list of products.

Search for products matching a query. Args: - query: Search query string - limit: Maximum results Returns: List of matching products.

Get a single product by ID. Args: - id: Product ID - format: Response format Returns: The product record.

Create a new product. Args: - name: Product name (required) - code: Product code/SKU - description: Product description - unit: Unit of measurement - tax: Tax percentage - activeFlag: Whether product is active - prices: Array of prices [{ price, currency, cost? }] - ownerId: Owner user ID Returns: The created product.

Update an existing product. Args: - id: Product ID to update - name: New product name - code: New product code - description: New description - unit: New unit - tax: New tax percentage - activeFlag: New active status - prices: New prices array Returns: The updated product.

Delete a product. Args: - id: Product ID to delete Returns: Confirmation of deletion.

Duplicate a product. Args: - id: Product ID to duplicate Returns: The duplicated product.

List deals associated with a product. Args: - id: Product ID - limit: Number of deals to return - cursor: Pagination cursor Returns: List of deals using this product.

List variations of a product. Args: - id: Product ID Returns: Array of product variations.

Create a new product variation. Args: - productId: Parent product ID - name: Variation name - prices: Array of prices [{ price, currency }] Returns: The created variation.

List projects from Pipedrive with pagination. Args: - limit: Number of projects to return (1-100, default: 20) - cursor: Pagination cursor - format: Response format Returns: Paginated list of projects.

Get a single project by ID. Args: - id: Project ID - format: Response format Returns: The project record.

Create a new project. Args: - title: Project title (required) - boardId: Board ID (required) - phaseId: Phase ID - description: Project description - ownerId: Owner user ID - dealIds: Associated deal IDs - orgId: Associated organization ID - personId: Associated person ID - startDate: Start date (ISO 8601) - endDate: End date (ISO 8601) - templateId: Template ID to use Returns: The created project.

Update an existing project. Args: - id: Project ID to update - title: New title - phaseId: New phase ID - description: New description - status: New status (open, completed, canceled) - ownerId: New owner ID - dealIds: New deal IDs - orgId: New organization ID - personId: New person ID - startDate: New start date - endDate: New end date Returns: The updated project.

Delete a project. Args: - id: Project ID to delete Returns: Confirmation of deletion.

Archive a project. Args: - id: Project ID to archive Returns: Confirmation of archival.

List available project boards. Returns: Array of project boards.

List project phases, optionally filtered by board. Args: - boardId: Filter by board ID Returns: Array of project phases.

List tasks within a project. Args: - projectId: Project ID Returns: Array of tasks.

List all roles. Returns: Array of roles.

Get a single role by ID. Args: - id: Role ID Returns: The role record.

Create a new role. Args: - name: Role name (required) - parentRoleId: Parent role ID Returns: The created role.

Update an existing role. Args: - id: Role ID to update - name: New role name - parentRoleId: New parent role ID Returns: The updated role.

Delete a role. Args: - id: Role ID to delete Returns: Confirmation of deletion.

List all permission sets. Returns: Array of permission sets.

Search across all item types in Pipedrive. Args: - term: Search term (required) - itemTypes: Item types to search (deal, person, organization, product, lead, file, mail_attachment, project) - limit: Maximum results Returns: Array of matching items across all types.

List recently modified items. Args: - sinceTimestamp: Return items modified since this timestamp (ISO 8601 or Unix timestamp) - items: Item types to include (activity, deal, file, filter, note, person, organization, pipeline, product, stage, user) - limit: Maximum results Returns: Array of recently modified items.

List pipeline stages, optionally filtered by pipeline. Args: - pipelineId: Filter by pipeline ID Returns: Array of stages.

Get a single stage by ID. Args: - id: Stage ID Returns: The stage record.

Create a new pipeline stage. Args: - name: Stage name (required) - pipelineId: Pipeline ID (required) - dealProbability: Deal probability percentage (0-100) - rottenFlag: Enable deal rotting - rottenDays: Days until deal is considered rotten Returns: The created stage.

Update an existing stage. Args: - id: Stage ID to update - name: New stage name - orderNr: New order number - dealProbability: New deal probability - rottenFlag: Update rotting flag - rottenDays: Update rotten days Returns: The updated stage.

List deals in a specific stage. Args: - stageId: Stage ID - limit: Number of deals to return - cursor: Pagination cursor Returns: Paginated list of deals in this stage.

List all users in the Pipedrive account. Returns: Array of users.

Get a single user by ID. Args: - id: User ID Returns: The user record.

Get the currently authenticated user. Returns: The current user record.

Create a new user (requires admin permissions). Args: - name: User name (required) - email: User email (required) - activeFlag: Whether user is active Returns: The created user.

Update an existing user. Args: - id: User ID to update - name: New name - email: New email - activeFlag: New active status Returns: The updated user.

Get permissions for a user. Args: - id: User ID Returns: The user's permissions.

List all webhooks. Returns: Array of webhooks.

Create a new webhook subscription. Args: - subscriptionUrl: URL to receive webhook calls (required) - eventAction: Event action to subscribe to (create, change, delete, *) (required) - eventObject: Event object type (activity, deal, lead, note, organization, person, pipeline, product, stage, user, *) (required) - userId: User ID for user-specific webhooks - httpAuthUser: HTTP basic auth username - httpAuthPassword: HTTP basic auth password - version: Webhook version (1.0 or 2.0) Returns: The created webhook.

Delete a webhook. Args: - id: Webhook ID to delete Returns: Confirmation of deletion.