Integrations

Pipedrive

Try it

Search, inspect, and update Pipedrive CRM records through a local MCP server.

What it does

Search and inspect Pipedrive deals, people, organizations, activities, pipelines, and sales workflows, then apply requested CRM changes. A local Python MCP server forwards API requests with an OAuth token that mcporter refreshes and injects at call time. Write actions require clear user intent and should follow searches and current-record checks.

When to use it

  • Finding deals and related contacts
  • Reviewing deal stage, owner, value, and history
  • Updating deal properties or stages
  • Completing activities and adding notes

The skill document

Pipedrive

Quick start

This skill is a thin pass-through to a local stdio MCP server. mcporter spawns the skill's Python server on each call, refreshes the OAuth access token when needed, and injects the fresh token into the server env.

mcporter --config {baseDir}/mcporter.json list maverick-pipedrive --schema

For structured output:

mcporter --config {baseDir}/mcporter.json call --output json maverick-pipedrive. key=value

Safety

Write operations that create records, update properties, change deal stages, mark activities done, create notes, or delete data modify Pipedrive CRM state visible to the connected account. Confirm clear user intent before invoking write tools — search and read tools are safe to call freely while exploring. Search deals, people, organizations, and activities before assuming IDs, and read current deal stage, owner, value, and activity history before updating.

Authentication

Credentials are provisioned at setup time by scripts/setup.sh (a thin delegator to scripts/init-mcporter-oauth.sh) and stored in mcporter's local vault. The setup hook requires these credential env vars:

  • MAVERICK_PIPEDRIVE_MCP_REFRESH_TOKEN
  • MAVERICK_PIPEDRIVE_MCP_CLIENT_ID
  • MAVERICK_PIPEDRIVE_MCP_CLIENT_SECRET
  • MAVERICK_PIPEDRIVE_MCP_ACCESS_TOKEN
  • MAVERICK_PIPEDRIVE_MCP_API_BASE

For refresh-aware seeding, setup also reads optional expiry metadata env vars when the provisioner supplies them:

  • MAVERICK_PIPEDRIVE_MCP_EXPIRES_AT
  • MAVERICK_PIPEDRIVE_MCP_EXPIRES_IN
  • MAVERICK_PIPEDRIVE_MCP_REFRESH_TOKEN_EXPIRES_AT

mcporter refreshes expired Pipedrive access tokens through Pipedrive's token endpoint before spawning the stdio server, then injects the token into MAVERICK_PIPEDRIVE_MCP_ACCESS_TOKEN. If calls keep returning auth errors after retry, the OAuth grant has likely been revoked or expired; reconnect the integration.

Data flow

Tool calls run locally: mcporter spawns this skill's Python MCP server as a subprocess, and that server forwards Pipedrive API requests with the refreshed OAuth bearer token. Pipedrive sees the deal, person, organization, activity, pipeline, and sales-workflow data referenced by each call. Use this skill for Pipedrive-related work only; do not pass unrelated sensitive content through these tools.

Dependencies

  • mcporter (github.com/steipete/mcporter) — MCP CLI used to invoke the local MCP server. Auto-installed via npm install -g --ignore-scripts mcporter if missing on PATH (see install spec in frontmatter). The install spec uses unpinned mcporter (npm latest); operators with strict supply-chain controls should override the install to pin a specific version.
  • uv (docs.astral.sh/uv) — runs the Python wrapper and local MCP server from their inline dependency metadata.

Questions people ask

What Pipedrive data can it work with?
It handles deals, people, organizations, activities, pipelines, and sales-workflow data. Search and read operations can be used to find records and inspect current CRM state.
Can it modify records in Pipedrive?
Yes. Supported write operations include creating records or notes, updating properties, changing deal stages, marking activities done, and deleting data; clear user intent should be confirmed first.
How does authentication work?
Credentials are provisioned during setup and stored in mcporter's local vault. Before spawning the local stdio server, mcporter refreshes expired OAuth access tokens and injects the fresh token into the server environment.

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