Sales CRM integration
## Pipedrive CRM MCP Server: Sales Pipeline Management The **Pipedrive MCP Server** integrates Pipedrive into Google Antigravity, enabling sales CRM operations with visual pipelines, activity tracking, and sales automation directly from your development environment. ### Why Pipedrive MCP? - **Visual Pipelines**: Drag-and-drop deal management - **Activity-Based Selling**: Focus on actions that close deals - **Sales Automation**: Automate repetitive tasks - **AI Sales Assistant**: AI-powered insights and suggestions - **Comprehensive API**: Full REST API access ### Key Features #### 1. Deal Operations ```python # Get deals deals = await mcp.get_deals( filter_id=1, # Custom filter status="open", sort="add_time DESC", limit=50 ) for deal in deals["data"]: print(f"Deal: {deal['title']} - ${deal['value']}") # Get single deal deal = await mcp.get_deal(deal_id=123) ``` #### 2. Deal Management ```python # Create deal deal = await mcp.create_deal( title="Enterprise Contract", value=50000, currency="USD", person_id=456, org_id=789, pipeline_id=1, stage_id=1 ) # Update deal await mcp.update_deal( deal_id=deal["data"]["id"], stage_id=2 # Move to next stage ) # Won deal await mcp.update_deal( deal_id=deal["data"]["id"], status="won" ) ``` #### 3. Person and Organization ```python # Create person person = await mcp.create_person( name="John Decision Maker", email=["john@acme.com"], phone=["555-0123"], org_id=789 ) # Create organization org = await mcp.create_organization( name="Acme Corporation", address="123 Business St" ) # Get persons persons = await mcp.get_persons( filter_id=2, limit=100 ) ``` #### 4. Activity Tracking ```python # Create activity activity = await mcp.create_activity( subject="Follow-up call", type="call", due_date="2024-01-20", due_time="14:00", deal_id=deal["data"]["id"], person_id=person["data"]["id"] ) # Mark activity done await mcp.update_activity( activity_id=activity["data"]["id"], done=True ) # Get activities activities = await mcp.get_activities( type="call", done=False ) ``` ### Configuration ```json { "mcpServers": { "pipedrive": { "command": "npx", "args": ["-y", "@anthropic/mcp-pipedrive"], "env": { "PIPEDRIVE_API_TOKEN": "your-api-token", "PIPEDRIVE_COMPANY_DOMAIN": "yourcompany" } } } } ``` ### Use Cases **Sales Automation**: Automate deal updates and activity scheduling. **Pipeline Analytics**: Generate pipeline reports and forecasts. **Lead Management**: Score and prioritize leads automatically. **CRM Integration**: Sync Pipedrive with marketing and support tools. The Pipedrive MCP enables sales CRM within your development environment.
{
"mcpServers": {
"pipedrive": {
"mcpServers": {
"pipedrive": {
"env": {
"PIPEDRIVE_API_TOKEN": "YOUR_TOKEN"
},
"args": [
"-y",
"pipedrive-mcp"
],
"command": "npx"
}
}
}
}
}