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CRM

Pipedrive MCP connector

The Pipedrive connector lets Claude, ChatGPT, Cursor and the Elaichi Agent find, create and update deals, people, organizations and notes in Pipedrive, with every action running under the signed-in person's own Pipedrive access and recorded in an audit log.

  • How it connects. OAuth or API key. The credential goes into a vault nobody reads back.

  • One address. https://api.elaichi.ai/mcp, the same for every user.

  • Their own access. An agent never gets more than the person it acts for.

How to connect

How to connect Pipedrive to Claude, ChatGPT or Cursor

Two steps, about a minute.

1

In Elaichi

Connect Pipedrive once

  1. Open Connections, choose Add connection, and pick Pipedrive.

  2. Optionally set Share with to give a team access, then press Connect.

  3. Supply your own Pipedrive app, then approve. Pipedrive needs an OAuth app you register yourself, so bring its client ID and secret. One person does this once for the organization.

The credential is vaulted. Nobody reads it back, not even the AI.

Add connection

Choose a connector.

pipedrive
Pipedrive
Affinity
Attio
EveryAction
Google Contacts
Highlevel
2

In your AI client

Point it at one endpoint

Everyone in the organization uses the same address, and each person only ever reaches what their own account allows.

Connect Pipedrive to Claude

  1. 1

    Open Customize, then Connectors.

  2. 2

    Press Add.

  3. 3

    Name it, paste the MCP server URL, then Continue.

    https://api.elaichi.ai/mcp
  4. 4

    Sign in and approve.

On Team and Enterprise, an Owner adds it once. Everyone else turns it on for themselves.

Connect Pipedrive to ChatGPT

  1. 1

    Open Plugins, then press the + button.

  2. 2

    Name it and paste the endpoint into Server URL.

    https://api.elaichi.ai/mcp
  3. 3

    Leave Authentication on OAuth, then tick the risk acknowledgement.

  4. 4

    Press Create, then sign in and approve.

Works on the web today. The plugin directory lives at chatgpt.com/plugins.

Connect Pipedrive to Cursor

  1. 1

    Open ~/.cursor/mcp.json.

  2. 2

    Add the endpoint under mcpServers.

    https://api.elaichi.ai/mcp
  3. 3

    Reload Cursor, then sign in and approve.

~/.cursor/mcp.json

{
  "mcpServers": {
    "elaichi": {
      "url": "https://api.elaichi.ai/mcp"
    }
  }
}

Set up per machine, so repeat it on each computer you work from.

Connect Pipedrive to any MCP client

  1. 1

    Add the endpoint as a remote MCP server.

    https://api.elaichi.ai/mcp
  2. 2

    Sign in and approve.

{
  "mcpServers": {
    "elaichi": {
      "url": "https://api.elaichi.ai/mcp"
    }
  }
}

The Elaichi Agent already has these tools, with nothing to set up.

Use cases

What teams do with Pipedrive through Elaichi

Every one of these runs inside the access the person already has, and lands in the same audit log.

  • Sales

    Catch the deal up after a call

    Tell the agent what happened on the call and it adds a note to the Pipedrive deal, updates the value or close date, and fixes the contact's details in one go.

  • Sales

    Find the person before you dial

    Ask for everything Pipedrive holds on a contact by name, email or phone and get their organization, open deals and recent notes in one answer.

  • Sales operations

    Clean up duplicate people and organizations

    Ask which Pipedrive organizations share a domain or which people have no organization attached, then merge details into the right record and remove the strays.

  • Customer success

    Brief yourself before a renewal conversation

    Pull the customer's organization, every deal ever closed with them and the last few notes from Pipedrive into a short summary before you get on the call.

  • Marketing

    Add event leads straight into Pipedrive

    Paste a list of names, companies and emails from a webinar or trade show and the agent creates the people and organizations in Pipedrive and opens a deal for the ones worth following.

  • Leadership

    See where the pipeline stands this morning

    Ask which Pipedrive deals are worth more than a set amount, who owns them and which have no note added in the last two weeks.

Try asking

  • “Summarize deals that moved stage in the last week.”
  • “Find persons with no activity on open deals.”
  • “Which users own the largest open deals this quarter?”

See all 117 Pipedrive tools below

AI tools

Pipedrive tools for your AI agents

117 tools are ready to call through Elaichi's MCP endpoint the moment you connect Pipedrive, governed by the same roles, restrictions, and audit log as everything else in Elaichi.

See it in Elaichi

What connecting Pipedrive gets you

6 screens from the product, each doing one job for your Pipedrive account.

The agent

Ask about deals, read the answer.

Plain language questions answered from live Pipedrive deals, persons and users.

  • deals
  • persons
  • organizations
  • users

Ask Elaichi to work across your apps.

Summarize deals that moved stage in the last week.

Find persons with no activity on open deals.

Which users own the largest open deals this quarter?

Also runs in Claude, ChatGPT or Cursor

MCP clients

Claude, ChatGPT and Cursor reach Pipedrive.

One org MCP endpoint over OAuth, no SDK and no shared API key.

ElaichiMCP clients
Claude ChatGPT Cursor

Copy the endpoint

https://api.elaichi.ai/mcp
Client Connected by Status Last used
Claude
E

Emma Laurent

• Connected 4 minutes ago
Cursor
S

Sofia Ricci

• Connected 2 hours ago
ChatGPT
C

Clara Nowak

• Connected Yesterday

Tool catalog

117 Pipedrive tools ready on connect.

Deals, persons, users and more, listed with methods and no custom code.

  • List all Pipedrive users
  • Get single Pipedrive user by ID
  • Create a Pipedrive user
  • Update a Pipedrive user by ID
ElaichiTools
Tool Action Description
List all Pipedrive users List List all users in Pipedrive. Returns fields such as id, name, email, phone, activated, last_login, created, modified, role_id, and timezone_name for each user.
Get single Pipedrive user by ID Get Get details for a specific user in Pipedrive using id. Returns fields like id, name, email, active status, and role information in the response.
Create a Pipedrive user Create Create a new user in Pipedrive using email. Returns fields such as id, name, email, active_flag, activated, default_currency, locale, created, and last_login in the response.
Update a Pipedrive user by ID Update Update a user's active_flag in Pipedrive using id. Returns success status and updated user data.
List all Pipedrive persons List List all persons in Pipedrive. Returns person details including id, name, organization, owner, email, and phone. Fields such as ims, postal_address, notes, birthday, and job_title are included only if contact sync is enabled.

Toolboxes

Every team gets its own toolbox.

Curate Pipedrive toolboxes per team so each one sees its own scope.

  • Sales
  • Sales EMEA
  • Marketing
  • Customer Success
ElaichiToolboxes
Name Source template Tools Created

Sales toolbox

Pipedrive · deals and pipelines

Pipedrive starter 18 Mar 4, 2026

Sales EMEA toolbox

Pipedrive · regional deals

9 Mar 2, 2026

Marketing toolbox

Pipedrive · persons and organizations

24 Feb 27, 2026

Customer Success toolbox

Pipedrive · accounts and renewals

Pipedrive starter 6 Feb 19, 2026

Revenue Operations toolbox

Pipedrive · users and pipeline hygiene

31 Jan 30, 2026

Finance toolbox

Pipedrive · won deals and values

12 Jan 22, 2026

Shared connections

Share a Pipedrive account, never the key.

Teammates run deal and person calls through a connection they cannot read.

  • Sales EMEA
  • Sales AMER
  • Marketing
  • Customer Success
ElaichiConnections
Connection Scope Status Access
PI

Pipedrive (Sales EMEA)

Connected by Emma Laurent

Personal • Active 1 team · 6 members
PI

Pipedrive (Sales AMER)

Connected by James Whitfield

Organization • Active 3 teams · 24 members
PI

Pipedrive (Marketing)

Connected by Sofia Ricci

Organization • Active 2 teams · 11 members
PI

Pipedrive (Customer Success)

Connected by Daniel Ortega

Personal • Needs re-auth 1 team · 3 members
PI

Pipedrive (Revenue Operations)

Connected by Clara Nowak

Personal • Active Not shared
PI

Pipedrive (Partnerships)

Connected by Michael Brennan

Personal • Active 2 teams · 9 members

Audit log

Every deal edit has a name on it.

When, who, what happened, type and resource for each Pipedrive call.

  • When
  • Who
  • What happened
  • Type
ElaichiAudit log
When Who What happened Type

2 minutes ago

Mar 6, 2026, 3:10 PM

E

Emma Laurent

[email protected]

Restriction Created Access

8 minutes ago

Mar 6, 2026, 3:04 PM

J

James Whitfield

[email protected]

Restriction Updated Access

14 minutes ago

Mar 6, 2026, 2:58 PM

S

Sofia Ricci

[email protected]

Role Assigned Access

20 minutes ago

Mar 6, 2026, 2:52 PM

D

Daniel Ortega

[email protected]

Pipedrive Users Updated MCP

26 minutes ago

Mar 6, 2026, 2:46 PM

C

Clara Nowak

[email protected]

Pipedrive Deals Created MCP

32 minutes ago

Mar 6, 2026, 2:40 PM

M

Michael Brennan

[email protected]

Pipedrive Deals List Toolbox

Launching soon

From answering questions to doing the work

A person no longer has to ask. A trigger starts the work, inside the same permissions and the same audit log as everything else. Automations and live dashboards are launching soon, on the Black plan.

Automations

A schedule fires, the pipeline digest ships.

Fetch deals, group them, draft a digest, get approval, post back to Pipedrive.

Pipedrive digest

Run 418 · started 2 minutes ago · on behalf of Emma Laurent

  1. Schedule

    Every weekday at 08:00

    0.2s
  2. Fetch deals

    Pipedrive

    1.4s
  3. Group by owner

    Transform

    0.1s
  4. Draft the digest

    Agent step

    Ran with 4 tools, returned a structured summary

    6.2s
  5. Approve the digest

    Needs approval

    Assigned to Michael Brennan

    Approve
  6. Post the digest

    Pipedrive

    Queued

Collections and dashboards

Pipeline numbers arrive before anyone asks.

Deals created over 14 days, split by team, counted from Pipedrive on a schedule.

Pipedrive health

Refreshed 4 minutes ago · every 15 minutes · from the deals collection

Live

Deals

1,284 ↓ 12%

Persons

96 ↓ 8%

Needs attention

3 ↑ 2

Updated this week

412 ↑ 9%

Deals created

Last 14 days

By team

Share of activity

Sales EMEA 34%

Sales AMER 27%

Marketing 21%

Customer Success 18%

FAQ

Frequently asked questions

How do I connect Pipedrive to Claude?

First connect Pipedrive in Elaichi. Pipedrive asks you to register an app in its developer settings once, so whoever connects it brings the client ID and secret from Pipedrive, or uses a Pipedrive API key instead, and pastes it into Elaichi; you only do this the first time. Then in Claude open Customize, then Connectors, then Add, and paste https://api.elaichi.ai/mcp. Claude asks you to sign in to Elaichi, and from then on you can ask it about deals, people and organizations in Pipedrive.

Does Pipedrive work with ChatGPT and Cursor as well as Claude?

Yes. Once Pipedrive is connected in Elaichi, the same address, https://api.elaichi.ai/mcp, works in Claude, ChatGPT, Cursor, any other MCP client and the Elaichi Agent. You connect Pipedrive once and every client you use picks it up, with the same access rules and the same audit log.

What can an AI agent actually do with my Pipedrive data?

It can look up any person, organization or deal in Pipedrive, search for a contact by name or email, and read the notes attached to them. It can create new people, organizations and deals, update their details, add or edit notes, and remove people, deals and notes you no longer want. It can also list the users in your Pipedrive account so it knows who owns what. Because Pipedrive exposes many actions, short concrete asks such as "add a note to the Acme deal" work better than long paragraphs.

Does connecting Pipedrive give the AI access to every deal in my account?

No. The agent works inside the Pipedrive access of the person who signed in, so it sees only the deals, people and organizations that person could already see in Pipedrive, and nothing owned by a colleague with tighter visibility. Elaichi can narrow that further, for example to reading only, but it can never grant more than the person already has in Pipedrive.

Can my team share one Pipedrive connection?

Yes. One person connects Pipedrive in Elaichi and shares the connection with a team, and nobody else ever handles the client ID, secret or API key. Each teammate still signs in to Elaichi as themselves, so every deal update or note added in Pipedrive is logged against the person who asked for it, not against the person who set up the connection.

Can I stop an agent from deleting or changing things in Pipedrive?

Yes. In Elaichi you restrict actions one at a time, so you can allow reading and creating deals in Pipedrive while blocking deleting people, deals or notes, or blocking any updates at all. A blocked action is never shown to Claude, ChatGPT or Cursor in the first place, so no prompt, however worded, can reach it.

What happens to a Pipedrive connection when someone leaves?

When you offboard someone in Elaichi, their access to Pipedrive through every AI client ends immediately, and their past actions stay in the audit log. If they had shared a Pipedrive connection with a team, it keeps working for everyone else. If you ever want Pipedrive gone entirely, disconnecting it once in Elaichi removes it from Claude, ChatGPT, Cursor and every other client at the same time.

Put Pipedrive in front of your team

Fourteen days on Gold, no credit card. Connect it once and pick what each team can call.