> This page is for Agent Handler. > For clean Markdown of any page, append .md to the page URL. > For a complete documentation index, see https://docs.merge.dev/llms.txt. > For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://docs.merge.dev/_mcp/server. # Pipedrive **Authentication:** OAuth or API token. See [Magic Link](/merge-agent-handler/features/magic-link) for the runtime auth flow, or [Application credentials](/merge-agent-handler/admin-setup/add-oauth-credentials) to bring your own OAuth app. ## Sample use cases * Show me deals in the `Negotiation` stage with no activity in the last 14 days. * Update the close date on every open deal past its expected close. * Find contacts at companies in our top-50 ICP I haven't emailed in 60 days. ## Available Tools #### list\_activities Retrieve activities with filtering and pagination. #### get\_activity Retrieve detailed information for a specific activity by its ID. #### create\_activity Create a new activity (call, meeting, task, deadline, email, lunch) with due dates/times, assigned users, linked deals/contacts/organizations, duration, and participants. #### update\_activity Update activity properties: subject, type, due date/time, completion status, assigned user, associated records, duration, location, notes. #### delete\_activity Permanently delete an activity from Pipedrive. #### list\_activity\_types Retrieve all activity types (call, meeting, task, deadline, email, lunch, custom types) with names, icons, colors, and IDs. #### list\_deal\_fields Retrieve all custom field definitions for deals including field names, types, options, and IDs. #### list\_person\_fields Retrieve all custom field definitions for persons/contacts including field names, types, options, and IDs. #### list\_organization\_fields Retrieve all custom field definitions for organizations/companies including field names, types, options, and IDs. #### list\_activity\_fields Retrieve all custom field definitions for activities including field names, types, options, and IDs. #### list\_deals Retrieve deals with filtering and pagination. #### get\_deal Retrieve detailed deal information by ID. #### create\_deal Create a new deal with title, value, owner, stage, and associated contacts/organizations. #### update\_deal Update deal properties: title, value, stage, status, owner, contacts, custom fields. #### delete\_deal Permanently delete a deal from Pipedrive. #### search\_deals Search deals using text queries across titles, notes, custom fields. #### list\_files Retrieve files from Pipedrive with optional filters. Returns file metadata including name, type, size, and associated deals/contacts. Supports pagination for large file lists. #### get\_file Retrieve file metadata by ID including name, URL, size, type, and associations. Use list\_files to find valid file IDs. Returns download URL and file details. #### delete\_file Permanently delete a file from Pipedrive. Cannot be undone. Returns success confirmation. Use get\_file first to verify the file. #### list\_notes Retrieve notes with optional filters by person, deal, organization. Returns note content, timestamps, and associations. Supports pagination and date filtering. #### get\_note Retrieve a specific note by ID including content, author, timestamps, and linked entities. Use list\_notes to find valid note IDs. #### create\_note Create a note attached to a deal, person, organization, or lead. Supports HTML content, pinning options, and custom timestamps. Returns created note with ID. #### update\_note Update note content, attachments, or pinning status. Partial updates supported. Returns updated note. Use get\_note first to see current content. #### delete\_note Permanently delete a note from Pipedrive. Cannot be undone. Returns success confirmation. #### list\_organizations Retrieve organizations with filtering and pagination. #### get\_organization Retrieve detailed organization info by ID. Returns company name, address, contacts, deal statistics, custom fields, and metadata. Use list\_organizations or search\_organizations to find valid IDs. #### create\_organization Create a new organization/company with name, address, owner, and custom fields. Returns complete organization object with ID. Use list\_users to find valid owner IDs. #### update\_organization Update organization properties: name, address, owner, visibility, custom fields. Partial updates supported. Returns updated organization. Use get\_organization first for current values. #### delete\_organization Permanently delete an organization from Pipedrive. Cannot be undone. Removes from all deals and associated records. Returns success confirmation. #### search\_organizations Search organizations using text queries across names, addresses, and notes. Supports exact match mode and pagination. Returns matching companies with relevance scoring. Min 2 chars required. #### list\_persons Retrieve contact persons from your Pipedrive CRM with advanced filtering and pagination. #### get\_person Retrieve detailed contact info by ID. #### create\_person Create a new contact with name, emails, phones, organization, and job title. #### update\_person Update an existing contact person's properties including name, emails, phones, job title, organization association, or custom fields. #### delete\_person Permanently delete a contact person from your Pipedrive account. #### search\_persons Search contacts using text queries across names, emails, phones, and notes. #### list\_pipelines Retrieve all sales pipelines configured in your Pipedrive account. #### get\_pipeline Retrieve detailed information for a specific sales pipeline by its ID. #### list\_pipeline\_deals Retrieve all deals within a specific sales pipeline with optional filtering by stage, owner, or status. #### list\_stages Retrieve all stages across all pipelines or stages within a specific pipeline. #### get\_stage Retrieve detailed information for a specific pipeline stage by its ID. #### list\_stage\_deals Retrieve all deals within a specific pipeline stage with optional filtering by owner or status. #### list\_users Retrieve all users in your Pipedrive workspace including active and inactive team members. #### get\_user Retrieve detailed information for a specific user by their ID. #### get\_current\_user Retrieve detailed information about the currently authenticated user making API requests.