Pby Pipedrive
Create a deal
Creates a deal with a title and, optionally, its pipeline stage, value, currency, person and organization, and returns the new deal.
Description
Only `title` is required. Place the deal with `pipeline_id` and `stage_id`, and link it with `person_id` and `org_id`. Custom fields go in `custom_fields`, keyed by each field's 40-character hash.
create-deal.md
Create a deal
Creates a deal with a title and, optionally, its pipeline stage, value, currency, person and organization, and returns the new deal.
Only title is required. Place the deal with pipeline_id and stage_id,
and link it with person_id and org_id. Custom fields go in
custom_fields, keyed by each field's 40-character hash.
Set up
Use the first option your agent supports.
MCP (official, remote)
Add this server to your agent's MCP settings, then sign in when asked.
{ "mcpServers": { "pipedrive": { "url": "https://mcp.pipedrive.ai/mcp" } } }
Call the MCP tool addDeal.
Server URL: https://mcp.pipedrive.ai/mcp
API (official)
- Base URL: https://{companydomain}.pipedrive.com
- Endpoint:
POST /api/v2/deals - Auth: send the header
x-api-token: $PIPEDRIVE_API_KEY - Get a key: https://app.pipedrive.com/settings/api
- Docs: https://developers.pipedrive.com/docs/api/v1
Before doing anything else, make one read-only call to confirm access.
Rules
- Ask the user before anything that sends messages, costs money, or changes data.
- Never print API keys.
Built from these files in the repository
The layout and the rules come from lib/catalog/render-markdown.ts, the set-up wording from lib/catalog/render-access.ts.