Pipedrive for AI agents

Pipedrive is a sales management tool built around a visual pipeline, tracking leads, deals, and activities to keep sales moving. Sales teams use it as their primary deal-tracking system. Connect it once through Arc0, and your agent, or Claude, ChatGPT and Cursor, can use it through one MCP endpoint, limited to what each user approved.

Connect Pipedrive See the 403 actions ↓

CRMOAuth 2.0MCP + RESTpipedrive.com

AUDIT LOG · PIPEDRIVEPOLICY: acme-support

09:41:07 · claude · u_8f2read

pipedrive.list_files

List all files✓ allowed · 212ms

09:41:08 · claude · u_8f2read

pipedrive.get_deal

Get Deal Details✓ allowed · 164ms

09:41:09 · claude · u_8f2write

pipedrive.update_deal

Update a deal✓ approved · approved by user

09:41:12 · claude · u_8f2destructive

pipedrive.delete_deal

Delete Deal✕ blocked · policy: deny

EVERY PIPEDRIVE CALL, ON THE RECORD

01 · USE CASES

What agents do in Pipedrive.

Add a new deal to the pipeline

Create a deal with a value and stage so it enters the sales pipeline for tracking.

Log an activity on a deal

Record a call or meeting activity on a deal so the next step is visible to the team.

Delete a deal with approval

Remove a deal from the pipeline only after a sales manager confirms it is dead.

02 · ACTIONS

403 Pipedrive actions, graded by risk.

Every Pipedrive action is tagged read, write or destructive, so one policy covers the whole app and new actions inherit the right default.

read

202

Look things up. Allowed by default.

pipedrive.get_deal
Get Deal Details
pipedrive.get_file
Get one file
pipedrive.get_note
Get one note
pipedrive.get_role
Get one role
pipedrive.get_task
Get details of a task
pipedrive.get_team
Get a single team
pipedrive.get_user
Get one user
pipedrive.get_stage
Get one stage
pipedrive.find_goals
Find goals
pipedrive.get_filter
Get one filter
pipedrive.get_person
Get Person Details
pipedrive.list_files
List all files
pipedrive.get_comment
Get one comment
pipedrive.get_product
Get one product
pipedrive.get_project
Get details of a project
pipedrive.get_recents
Get recents

+ 186 MORE

write

132

Create and change things. Allow, or ask the user first.

pipedrive.add_file
Add file
pipedrive.add_goal
Add a new goal
pipedrive.add_lead
Add a lead
pipedrive.add_note
Add Note
pipedrive.add_role
Add a role
pipedrive.add_task
Add a task
pipedrive.add_team
Add a new team
pipedrive.add_user
Add a new user
pipedrive.add_stage
Add a new stage
pipedrive.add_a_deal
Add a deal
pipedrive.add_a_note
Add a note (Deprecated)
pipedrive.add_filter
Add a new filter
pipedrive.add_channel
Add a channel
pipedrive.add_product
Add a product
pipedrive.add_project
Add a project
pipedrive.update_deal
Update a deal

+ 116 MORE

destructive

Delete, cancel or archive. Ask first, or deny outright.

pipedrive.delete_deal
Delete Deal
pipedrive.delete_file
Delete a file
pipedrive.delete_goal
Delete existing goal
pipedrive.delete_lead
Delete a lead
pipedrive.delete_note
Delete a note
pipedrive.delete_role
Delete a role
pipedrive.delete_task
Delete a task
pipedrive.delete_stage
Delete a stage
pipedrive.delete_filter
Delete Pipedrive Filter
pipedrive.delete_person
Delete a person
pipedrive.delete_a_stage
Delete a stage
pipedrive.delete_channel
Delete a channel
pipedrive.delete_comment
Delete comment from note
pipedrive.delete_product
Delete a product
pipedrive.delete_project
Delete a project
pipedrive.delete_webhook
Delete existing webhook

+ 53 MORE

03 · HOW IT WORKS

Pipedrive in three steps.

01Your users connect PipedriveThey sign in to Pipedrive on Arc0 Connect, under your brand, and approve the access you ask for.
02You set the rulesReads run, writes like “update a deal” can wait for the user, and “delete Deal” can be denied outright.
03Any agent can actYour agent calls Pipedrive through the Arc0 SDK or MCP, and so can Claude, ChatGPT and Cursor. Every call lands on the audit log.

POLICY.TS

await arc0.policies.set('pipedrive', {
  read: 'allow',
  write: 'ask',        // update_deal
  destructive: 'deny',  // delete_deal
})

# Claude Code: the same connection, one URL
$ claude mcp add --transport http arc0 \
    https://mcp.arc0.ai/u/u_8f2

04 · AUTH AND DATA

How Pipedrive connects.

Users sign in to Pipedrive on Arc0 Connect and approve the scopes you request. Build with Arc0’s Pipedrive OAuth app, or bring your own so the Pipedrive consent screen names you. Tokens refresh automatically, and you can export them whenever you want.

The same Pipedrive connection serves your agent over MCP and your own backend over REST and the proxy, so a user connects once. How Arc0 handles credentials →

AUTH: API key · OAuth 2.0
CREDENTIALS: Per-tenant encrypted vault
MODEL SEES: Results only, never credentials
AUDIT LOG: Every call, on every plan

05 · WORKS WITH

Use Pipedrive from any agent.

Claude

ChatGPT

Cursor

Codex

VS Code

OpenAI Agents SDK

Claude Agent SDK

Vercel AI SDK

Mastra

LangGraph

06 · RELATED

More crm apps.

Salesforce224 actions

07 · FAQ

Pipedrive and Arc0, answered.

Q01

Can I use Pipedrive with Claude, ChatGPT or Cursor?

Yes. Connect Pipedrive to Arc0 once, then add your Arc0 MCP URL to Claude, ChatGPT, Cursor, Claude Code or any other remote-MCP client. Each assistant only gets the Pipedrive actions you allow.

Q02

How do users connect Pipedrive?

Q03

Which Pipedrive actions can my agent take?

403 in total: 202 read, 132 write and 69 destructive, such as “update a deal”. Your policies decide which of them each agent may call.

Q04

Can I stop my agent from deleting things in Pipedrive?

Yes. Actions like “delete Deal” are graded destructive. Set destructive actions to deny, or to ask so the user approves each one, and blocked calls still show up on the audit log.

Q05

Can my own backend call Pipedrive too?

Yes. The same Pipedrive connection is available over REST and through the Arc0 proxy, so your product and your agent share one connection per user.

Get started

Plug Pipedrive into your agent.

Your users connect Pipedrive once, under your brand. Your agent gets 403 actions behind your policies, with every call on the record.

Connect Pipedrive Browse all apps →

Free to build · MCP + REST · Audit log on every plan