Pipedrive Integration

Pro v1.0.0

Manage deals, contacts, and organizations in Pipedrive CRM via API

Requires Claude Code CLI

This skill integrates with Pipedrive through Claude Code. Install Claude Code and add this skill to use it.

Available Actions

List Deals

Retrieve all deals from your pipeline with optional filtering

Parameters

Name Type Required Description
status string Optional Filter by deal status
limit integer Optional Maximum number of deals to return

Returns

object JSON response with deals array and pagination info

Try saying...

  • "Show me all my open deals"
  • "List deals in the pipeline"
  • "Get all won deals"
  • "Show the first 20 deals"

Get Deal Details

Retrieve detailed information about a specific deal by ID

Parameters

Name Type Required Description
deal_id integer Required The ID of the deal to retrieve

Returns

object JSON response with deal details

Try saying...

  • "Get details for deal 123"
  • "Show me deal ID 456"
  • "What's in deal number 789"

Create Deal

Create a new deal in your pipeline

Parameters

Name Type Required Description
title string Required The title of the deal
value integer Optional The monetary value of the deal
currency string Optional Currency code (3-letter ISO code)
person_id integer Optional ID of the person associated with this deal
org_id integer Optional ID of the organization associated with this deal

Returns

object JSON response with created deal details

Try saying...

  • "Create a deal for ACME Corp worth $10,000"
  • "Add a new deal titled 'Enterprise License'"
  • "Create a $50K deal for organization 123"

List Persons

Retrieve all persons (contacts) from your CRM

Parameters

Name Type Required Description
limit integer Optional Maximum number of persons to return

Returns

object JSON response with persons array

Try saying...

  • "Show me all my contacts"
  • "List all persons"
  • "Get my contact list"

Create Person

Add a new person (contact) to your CRM

Parameters

Name Type Required Description
name string Required The name of the person
email string Optional Email address
phone string Optional Phone number
org_id integer Optional ID of the organization this person belongs to

Returns

object JSON response with created person details

Try saying...

  • "Add John Doe as a contact"
  • "Create a person named Jane Smith with email jane@example.com"
  • "Add a new contact for organization 456"

List Organizations

Retrieve all organizations from your CRM

Parameters

Name Type Required Description
limit integer Optional Maximum number of organizations to return

Returns

object JSON response with organizations array

Try saying...

  • "Show me all organizations"
  • "List all companies"
  • "Get my organization list"

Create Organization

Add a new organization to your CRM

Parameters

Name Type Required Description
name string Required The name of the organization

Returns

object JSON response with created organization details

Try saying...

  • "Create an organization named ACME Corp"
  • "Add a company called TechStart Inc"
  • "Create a new organization for Enterprise Solutions LLC"

Search

Search across deals, persons, and organizations

Parameters

Name Type Required Description
term string Required The search term
item_types string Optional Comma-separated types to search

Returns

object JSON response with search results grouped by type

Try saying...

  • "Search for ACME in Pipedrive"
  • "Find all items related to 'John'"
  • "Search deals and persons for 'Enterprise'"

Getting Started

API Key Easy Setup
  1. 1 Log in to your Pipedrive account
  2. 2 Click on your profile icon (top-right corner)
  3. 3 Go to Company settings > Personal preferences > API tab
  4. 4 Copy your personal API token (or generate a new one)
  5. 5 Note your company domain from your Pipedrive URL
  6. 6 Add to shell config: echo 'export PIPEDRIVE_API_TOKEN="YOUR_TOKEN"' >> ~/.zshrc
  7. 7 Add to shell config: echo 'export PIPEDRIVE_DOMAIN="your-domain"' >> ~/.zshrc
  8. 8 Restart terminal or run: source ~/.zshrc

Verify Setup

curl -X GET 'https://${PIPEDRIVE_DOMAIN}.pipedrive.com/api/v2/deals?limit=1' -H 'x-api-token: ${PIPEDRIVE_API_TOKEN}'

Success: Returns JSON with deals data or empty array

View full setup guide

Security & Access

Access Scope

Full access to all data visible to the authenticated user, including deals, persons, organizations, activities, notes, custom fields, and pipeline configurations

  • API token grants full access to all your Pipedrive data
  • Never commit your API token to version control
  • Rotate your token immediately if compromised (Settings > Personal Preferences > API > Generate new token)
  • API token is tied to your user account - actions performed via API appear as if you did them
  • Token can be revoked by company admin via permission sets

Limitations

  • Rate limits are shared across all users in your company
  • Each user can only have one active API token
  • API access may be disabled via permission sets by company admin
  • Some features require specific subscription plans

Get This Skill

Requires Pro subscription ($9/month)

Quick Reference

Type
REST API
Auth
API Key
Setup
Easy Setup
Tools Required
Bash
Python Dependencies
requests>=2.28.0

Documentation

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