Pby Pipedrive
Description
Send the note as HTML in `content`; it is sanitized on the server. Name at least one record to attach it to: `lead_id`, `deal_id`, `person_id` or `org_id`.
create-note.md
Create a note
Attaches an HTML note to a lead, deal, person or organization.
Send the note as HTML in content; it is sanitized on the server. Name at
least one record to attach it to: lead_id, deal_id, person_id or
org_id.
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 addNote.
Server URL: https://mcp.pipedrive.ai/mcp
API (official)
- Base URL: https://{companydomain}.pipedrive.com
- Endpoint:
POST /api/v1/notes - 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.