> This page is for Workforce. > 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.