Integration · CRM & sales

Connect Claude & ChatGPT to Pipedrive

Ask your AI what is open in your pipeline, and it reads your deals, people and organizations from Pipedrive. It can create deals and contacts, move deals between stages, mark them won or lost, add products and schedule calls, meetings and tasks.

Connect Pipedrive free

Free plan, no credit card. Takes about a minute.

Try asking

“Which of my open deals have no activity scheduled?”
The AI lists your open deals, checks each one for upcoming activities and shows the ones without a next step.
“Move the Acme deal to Proposal sent and set the value to 45,000 DKK.”
It finds the deal, looks up the stage ID and updates the stage and value.
“Schedule a follow-up call with Jane from Acme next Tuesday at 10.”
It finds Jane and creates a call activity linked to her and the deal, with date and time.

What your AI can do

Deals and pipelines

Search, create and update deals, move them through stages, mark them won or lost and add products.

People and organizations

Search, create and update contacts and companies, and search across deals, people, products and leads at once.

Activities

Schedule, reschedule and complete calls, meetings and tasks linked to a deal, person or organization.

“Add Maria Jensen from Nordic Tools as a new contact with her email and phone.”
It searches first to avoid duplicates, creates the organization if it is missing, and then creates the person with email and phone.
“Mark the Beta Corp deal as won.”
It updates the deal status to won.
“What products are on the Acme deal, and what do they add up to?”
It lists the products on the deal with quantity and price and adds up the total.

156 tools for Pipedrive

These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.

add_a_taskChanges dataCreate a new task. Required: title or project id. Search tasks first to avoid duplicates. API summary: Add a task.
add_product_to_dealChanges dataAttach a product to a deal: `deal_id`, `product_id`, `quantity` and `item_price`, optional discount.
archive_projectVisible to othersArchive a project (project id). Has effects visible outside this system.
create_activityChanges dataSchedule an activity (call, meeting, task, email) with `subject`, `type`, `due_date`/`due_time`, `note`, and link it to a deal_id, person_id or org_id. Also use this to log a completed call with `done` true.
create_boardChanges dataCreate a new board. Required: name. API summary: Add a project board.
create_bulkVisible to othersCreate a new bulk. Required: data. Has effects visible outside this system. API summary: Add multiple products to a deal.
create_company_followerChanges dataCreate a new follower for a company. Required: user id. API summary: Add a follower to an organization.
create_contact_followerChanges dataCreate a new follower for a contact. Required: user id. API summary: Add a follower to a person.
create_dealChanges dataCreate a deal with `title` and optional value, currency, person_id, org_id, pipeline/stage_id and owner_id.
create_deal_convert_lead_to_dealChanges dataCreate a new deal. Search deals first to avoid duplicates. API summary: Convert a lead to a deal.
create_deal_discountChanges dataCreate a new discount for a deal. Required: description, amount or type. API summary: Add a discount to a deal.
create_deal_fieldChanges dataCreate a new deal field. Required: field name or field type. API summary: Create one deal field.
create_deal_field_optionChanges dataCreate a new option for a deal field. Required: items. API summary: Add deal field options in bulk.
create_deal_followerChanges dataCreate a new follower for a deal. Required: user id. API summary: Add a follower to a deal.
create_deal_installmentChanges dataCreate a new installment for a deal. Required: description, amount or billing date. API summary: Add an installment to a deal.
create_leadChanges dataCreate a new lead. Search leads first to avoid duplicates. API summary: Convert a deal to a lead.
create_organizationChanges dataCreate an organization with `name` and optional address, website, industry and owner. Search first to avoid duplicates.
create_organization_fieldChanges dataCreate a new organization field. Required: field name or field type. API summary: Create one organization field.
create_organization_field_optionChanges dataCreate a new option for a organization field. Required: items. API summary: Add organization field options in bulk.
create_personChanges dataCreate a person with `name` and optional emails, phones, org_id, job title and owner. Search first to avoid duplicates.
create_person_fieldChanges dataCreate a new person field. Required: field name or field type. API summary: Create one person field.
create_person_field_optionChanges dataCreate a new option for a person field. Required: items. API summary: Add person field options in bulk.
create_phaseChanges dataCreate a new phase. Required: name or board id. API summary: Add a project phase.
create_pipelineChanges dataCreate a new pipeline. Required: name. API summary: Add a new pipeline.
create_productChanges dataCreate a new product. Required: name. Search products first to avoid duplicates. API summary: Add a product.
create_product_fieldChanges dataCreate a new product field. Required: field name or field type. API summary: Create one product field.
create_product_field_optionChanges dataCreate a new option for a product field. Required: items. API summary: Add product field options in bulk.
create_product_followerChanges dataCreate a new follower for a product. Required: user id. API summary: Add a follower to a product.
create_product_variationChanges dataCreate a new variation for a product. Required: name. API summary: Add a product variation.
create_projectChanges dataCreate a new project. Required: title. Search projects first to avoid duplicates. API summary: Add a project.
create_project_fieldChanges dataCreate a new project field. Required: field name or field type. API summary: Create one project field.
create_project_field_optionChanges dataCreate a new option for a project field. Required: items. API summary: Add project field options in bulk.
create_stageChanges dataCreate a new stage. Required: name or pipeline id. API summary: Add a new stage.
delete_a_taskDeletesPermanently delete a task by task id. Destructive action; may require approval.
delete_activityDeletesDelete an activity by ID. Cannot be undone; prefer marking it done.
delete_boardDeletesPermanently delete a board by board id. Destructive action; may require approval. API summary: Delete a project board.
delete_companyDeletesPermanently delete a company by company id. Destructive action; may require approval. API summary: Delete a organization.
delete_company_followerDeletesPermanently delete a follower by follower id. Destructive action; may require approval. API summary: Delete a follower from an organization.
delete_contactDeletesPermanently delete a contact by contact id. Destructive action; may require approval. API summary: Delete a person.
delete_contact_followerDeletesPermanently delete a follower by follower id. Destructive action; may require approval. API summary: Delete a follower from a person.
delete_dealDeletesPermanently delete a deal by deal id. Destructive action; may require approval.
delete_deal_discountDeletesPermanently delete a discount by discount id. Destructive action; may require approval. API summary: Delete a discount from a deal.
delete_deal_fieldDeletesPermanently delete a deal field by field code. Destructive action; may require approval. API summary: Delete one deal field.
delete_deal_field_optionsMoves moneyPermanently delete a option by field code. Financial or irreversible action; may require approval. API summary: Delete deal field options in bulk.
delete_deal_followerDeletesPermanently delete a follower by follower id. Destructive action; may require approval. API summary: Delete a follower from a deal.
delete_deal_installmentDeletesPermanently delete a installment by installment id. Destructive action; may require approval. API summary: Delete an installment from a deal.
delete_deal_productDeletesPermanently delete a product by product attachment id. Destructive action; may require approval. API summary: Delete an attached product from a deal.
delete_deal_productsMoves moneyPermanently delete a product by deal id. Financial or irreversible action; may require approval. API summary: Delete many products from a deal.
delete_organization_fieldDeletesPermanently delete a organization field by field code. Destructive action; may require approval. API summary: Delete one organization field.
delete_organization_field_optionsMoves moneyPermanently delete a option by field code. Financial or irreversible action; may require approval. API summary: Delete organization field options in bulk.
delete_person_fieldDeletesPermanently delete a person field by field code. Destructive action; may require approval. API summary: Delete one person field.
delete_person_field_optionsMoves moneyPermanently delete a option by field code. Financial or irreversible action; may require approval. API summary: Delete person field options in bulk.
delete_phaseDeletesPermanently delete a phase by phase id. Destructive action; may require approval. API summary: Delete a project phase.
delete_pipelineDeletesPermanently delete a pipeline by pipeline id. Destructive action; may require approval.
delete_productDeletesPermanently delete a product by product id. Destructive action; may require approval.
delete_product_fieldDeletesPermanently delete a product field by field code. Destructive action; may require approval. API summary: Delete one product field.
delete_product_field_optionsMoves moneyPermanently delete a option by field code. Financial or irreversible action; may require approval. API summary: Delete product field options in bulk.
delete_product_followerDeletesPermanently delete a follower by follower id. Destructive action; may require approval. API summary: Delete a follower from a product.
delete_product_imagesMoves moneyPermanently delete a image by product id. Financial or irreversible action; may require approval. API summary: Delete an image of a product.
delete_product_variationDeletesPermanently delete a variation by product variation id. Destructive action; may require approval. API summary: Delete a product variation.
delete_projectDeletesPermanently delete a project by project id. Destructive action; may require approval.
delete_project_fieldDeletesPermanently delete a project field by field code. Destructive action; may require approval. API summary: Delete one project field.
delete_project_field_optionsMoves moneyPermanently delete a option by field code. Financial or irreversible action; may require approval. API summary: Delete project field options in bulk.
delete_stageDeletesPermanently delete a stage by stage id. Destructive action; may require approval.
get_activityGet one activity by ID, with subject, type, due date, note and linked deal/person.
get_activity_fieldGet one activity field by field code.
get_all_archived_projectsSearch archiveds by filter id, status or phase id. Use this to find existing archiveds before creating a new archived. Results are paginated. API summary: Get all archived projects.
get_boardGet one board by board id. API summary: Get details of a project board.
get_dealGet one deal by `deal_id`, with value, stage, status, owner, person, organization and custom fields.
get_deal_fieldGet one deal field by field code.
get_details_of_a_taskGet one task by task id. API summary: Get details of a task.
get_lead_conversion_statusGet one status by conversion id. API summary: Get Lead conversion status.
get_organizationGet one organization by ID, with address, owner and custom fields.
get_organization_fieldGet one organization field by field code.
get_personGet one person by ID, with emails, phones, organization and custom fields.
get_person_fieldGet one person field by field code.
get_phaseGet one phase by phase id. API summary: Get details of a project phase.
get_pipelineGet one pipeline by pipeline id.
get_productGet one product by `product_id`, with prices and code.
get_product_fieldGet one product field by field code.
get_projectGet one project by project id. API summary: Get details of a project.
get_project_fieldGet one project field by field code.
get_project_templateGet one project template by project template id. API summary: Get details of a template.
get_stageGet one stage by stage id.
get_statusGet one status by conversion id. API summary: Get Deal conversion status.
list_activitiesList activities (calls, meetings, tasks) filtered by `deal_id`, `person_id`, `org_id`, `lead_id`, `owner_id`, `done` or `updated_since`. Use for someone's to-dos or a deal's history.
list_activity_fieldsList activity fields. Optional filters: include fields. Results are paginated. API summary: Get all activity fields.
list_boardsList boards. API summary: Get all project boards.
list_changelogsList changelogs. Results are paginated. API summary: List followers changelog of a deal.
list_company_followersList followers for a company. Results are paginated. API summary: List followers of an organization.
list_contact_followersList followers for a contact. Results are paginated. API summary: List followers of a person.
list_contact_picturesList pictures for a contact. API summary: Get picture of a person.
list_deal_discountsList discounts for a deal. API summary: List discounts added to a deal.
list_deal_fieldsList deal fields. Optional filters: include fields. Results are paginated. API summary: Get all deal fields.
list_deal_followersList followers for a deal. Results are paginated. API summary: List followers of a deal.
list_deal_productsList the products attached to a deal by `deal_id`, with quantity and price.
list_dealsList deals filtered by `owner_id`, `person_id`, `org_id`, `pipeline_id`, `stage_id`, `status` or `updated_since`. Use to see a pipeline or someone's open deals.
list_followers_changelog_of_a_personList changelogs. Results are paginated. API summary: List followers changelog of a person.
list_followers_changelog_of_a_productList changelogs. Results are paginated. API summary: List followers changelog of a product.
list_followers_changelog_of_an_organizationList changelogs. Results are paginated. API summary: List followers changelog of an organization.
list_installmentsList installments. Optional filters: deal ids, sort by or sort direction. Results are paginated. API summary: List installments added to a list of deals.
list_organization_fieldsList organization fields. Optional filters: include fields. Results are paginated. API summary: Get all organization fields.
list_organizationsList organizations filtered by `owner_id`, `filter_id` or `updated_since`.
list_person_fieldsList person fields. Optional filters: include fields. Results are paginated. API summary: Get all person fields.
list_personsList persons filtered by `owner_id`, `org_id`, `deal_id` or `updated_since`.
list_phasesList phases. Optional filters: board id. API summary: Get project phases.
list_pipelinesList all sales pipelines with their IDs.
list_product_fieldsList product fields. Optional filters: include fields. Results are paginated. API summary: Get all product fields.
list_product_followersList followers for a product. Results are paginated. API summary: List followers of a product.
list_product_imagesList images for a product. API summary: Get image of a product.
list_product_variationsList variations for a product. Results are paginated. API summary: Get all product variations.
list_productsList products. Optional filters: deal ids, sort by or sort direction. Results are paginated. API summary: Get deal products of several deals.
list_project_changelogsList changelogs for a project. Results are paginated. API summary: List updates about project field values.
list_project_fieldsList project fields. Results are paginated. API summary: Get all project fields.
list_project_templatesList project templates. Results are paginated. API summary: Get all project templates.
list_project_usersList users for a project. API summary: List permitted users.
list_stagesList pipeline stages, optionally for one `pipeline_id`. Use to get stage IDs before moving a deal.
list_tasksList tasks. Optional filters: is done, is milestone, assignee id, project id or parent task id. Results are paginated. API summary: Get all tasks.
list_user_followersList followers for a user. Results are paginated. API summary: List followers of a user.
search_allSearch across deals, persons, organizations, products and leads at once by `term`; `item_types` narrows it. Use when you don't know the record type.
search_archivedsSearch archiveds by filter id, ids, owner id, person id, org id or pipeline id. Use this to find existing archiveds before creating a new archived. Results are paginated. API summary: Get all archived deals.
search_dealsSearch deals by `term` in title and custom fields, optionally by `person_id`, `organization_id` or `status`.
search_fieldsSearch fields by term, entity type, match or field. Use this to find existing fields before creating a new field. Results are paginated. API summary: Perform a search using a specific field from an item type.
search_leadsSearch leads by `term` in title and notes, optionally by `person_id` or `organization_id`.
search_organizationsSearch organizations by `term` in name, address or notes.
search_personsSearch persons (contacts) by `term` in name, email, phone or notes, optionally within an `organization_id`.
search_productsSearch products by `term` in name, code and custom fields.
search_products_2Search products by owner id, ids, custom fields, filter id, sort by or sort direction. Use this to find existing products before creating a new product. Results are paginated. API summary: Get all products.
search_projectsSearch projects by filter id, status, phase id, deal id, person id or org id. Use this to find existing projects before creating a new project. Results are paginated. API summary: Get all projects.
search_projects_searchSearch projects by term, exact match, person id or organization id. Use this to find existing projects before creating a new project. Results are paginated.
submit_productVisible to othersDuplicate a product (product id). Has effects visible outside this system.
update_a_taskChanges dataUpdate an existing task identified by task id. Only the fields you pass are changed. API summary: Update a task.
update_activityChanges dataUpdate an activity by ID: mark `done`, reschedule, change subject, note or owner.
update_boardChanges dataUpdate an existing board identified by board id. Only the fields you pass are changed. API summary: Update a project board.
update_dealChanges dataUpdate a deal by `deal_id`: move stage, change value, mark `status` won or lost, set close date or owner.
update_deal_discountChanges dataUpdate an existing discount identified by discount id. Only the fields you pass are changed. API summary: Update a discount added to a deal.
update_deal_fieldChanges dataUpdate an existing deal field identified by field code. Only the fields you pass are changed. API summary: Update one deal field.
update_deal_field_optionsVisible to othersUpdate an existing option identified by field code. Only the fields you pass are changed. Has effects visible outside this system. API summary: Update deal field options in bulk.
update_deal_installmentChanges dataUpdate an existing installment identified by installment id. Only the fields you pass are changed. API summary: Update an installment added to a deal.
update_deal_productChanges dataUpdate an existing product identified by product attachment id. Only the fields you pass are changed. API summary: Update the product attached to a deal.
update_organizationChanges dataUpdate an organization by ID: name, address, website, owner, labels or custom fields.
update_organization_fieldChanges dataUpdate an existing organization field identified by field code. Only the fields you pass are changed. API summary: Update one organization field.
update_organization_field_optionsVisible to othersUpdate an existing option identified by field code. Only the fields you pass are changed. Has effects visible outside this system. API summary: Update organization field options in bulk.
update_personChanges dataUpdate a person by ID: name, emails, phones, organization, job title, owner or labels.
update_person_fieldChanges dataUpdate an existing person field identified by field code. Only the fields you pass are changed. API summary: Update one person field.
update_person_field_optionsVisible to othersUpdate an existing option identified by field code. Only the fields you pass are changed. Has effects visible outside this system. API summary: Update person field options in bulk.
update_phaseChanges dataUpdate an existing phase identified by phase id. Only the fields you pass are changed. API summary: Update a project phase.
update_pipelineChanges dataUpdate an existing pipeline identified by pipeline id. Only the fields you pass are changed. API summary: Update a pipeline.
update_productChanges dataUpdate an existing product identified by product id. Only the fields you pass are changed. API summary: Update a product.
update_product_fieldChanges dataUpdate an existing product field identified by field code. Only the fields you pass are changed. API summary: Update one product field.
update_product_field_optionsVisible to othersUpdate an existing option identified by field code. Only the fields you pass are changed. Has effects visible outside this system. API summary: Update product field options in bulk.
update_product_variationChanges dataUpdate an existing variation identified by product variation id. Only the fields you pass are changed. API summary: Update a product variation.
update_projectChanges dataUpdate an existing project identified by project id. Only the fields you pass are changed. API summary: Update a project.
update_project_fieldChanges dataUpdate an existing project field identified by field code. Only the fields you pass are changed. API summary: Update one project field.
update_project_field_optionsVisible to othersUpdate an existing option identified by field code. Only the fields you pass are changed. Has effects visible outside this system. API summary: Update project field options in bulk.
update_stageChanges dataUpdate an existing stage identified by stage id. Only the fields you pass are changed. API summary: Update stage details.

Set up in three steps

1
Pick the app
Create a free HeyMyApps account and choose Pipedrive from the app list.
2
Paste your key
Paste your Pipedrive personal API token. Click your profile at the top right, choose Personal preferences > API and copy the token.
3
Add the link to your AI
You get a personal MCP link. Add it to Claude, ChatGPT or Cursor:
1. Click your name, then Settings › Connectors › Add custom connector.
2. Paste your link as the Remote MCP server URL.
3. Switch it on from the + menu in a chat.

Questions

What can the AI do in Pipedrive?

The AI can search and read deals, people, organizations, products, leads, pipelines, stages and activities. It can create and update deals, people and organizations, add products to deals, and schedule, update or delete activities.

Will the AI create duplicate contacts?

It is set up to search first. The tools for creating people and organizations tell the AI to look for an existing match before it creates a new one. You can also require approval for new records, so you see them before they are saved.

Does the AI see my Pipedrive API key?

No. Your personal API token is encrypted at rest and never shown to the AI. Once saved, it is not shown again, not even to you. The AI only works through the tools you switch on.

Can I control what the AI is allowed to do?

Yes. You choose which tools are switched on. Risky actions, such as deleting an activity or marking a deal as lost, can require your approval before they run. Every tool call is logged, so you can see what the AI did.

Does it work with ChatGPT?

Yes. In ChatGPT, go to Settings › Apps & Connectors › Advanced, turn on Developer mode and add your HeyMyApps link. Developer mode needs a paid ChatGPT plan: Plus, Pro, Business or Enterprise. The same link works in Claude under Settings › Connectors › Add custom connector, and in Cursor.

What does it cost?

HeyMyApps has a free plan, and you do not need a credit card to start. Paid plans bill per completed task, so you pay for work the AI actually finishes.