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pipedrive-automation

通过Rube MCP（Composio）自动化Pipedrive CRM操作，包括交易、联系人、组织、活动、笔记以及管道管理。始终优先搜索工具以获取当前架构。

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name:pipedrive-automationdescription:"Automate Pipedrive CRM operations including deals, contacts, organizations, activities, notes, and pipeline management via Rube MCP (Composio). Always search tools first for current schemas."requires:mcp:[rube]

Pipedrive Automation via Rube MCP

Automate Pipedrive CRM workflows including deal management, contact and organization operations, activity scheduling, notes, and pipeline/stage queries through Composio's Pipedrive toolkit.

Prerequisites

  • Rube MCP must be connected (RUBE_SEARCH_TOOLS available)

  • Active Pipedrive connection via RUBE_MANAGE_CONNECTIONS with toolkit pipedrive

  • Always call RUBE_SEARCH_TOOLS first to get current tool schemas

    • Setup

    Get Rube MCP: Add https://rube.app/mcp as an MCP server in your client configuration. No API keys needed — just add the endpoint and it works.


  • Verify Rube MCP is available by confirming RUBE_SEARCH_TOOLS responds

  • Call RUBE_MANAGE_CONNECTIONS with toolkit pipedrive

  • If connection is not ACTIVE, follow the returned auth link to complete Pipedrive OAuth

  • Confirm connection status shows ACTIVE before running any workflows

    • Core Workflows

    1. Create and Manage Deals

    When to use: User wants to create a new deal, update an existing deal, or review deal details in the sales pipeline.

    Tool sequence:

  • PIPEDRIVE_SEARCH_ORGANIZATIONS - Find existing org to link to the deal [Optional]

  • PIPEDRIVE_ADD_AN_ORGANIZATION - Create organization if none found [Optional]

  • PIPEDRIVE_SEARCH_PERSONS - Find existing contact to link [Optional]

  • PIPEDRIVE_ADD_A_PERSON - Create contact if none found [Optional]

  • PIPEDRIVE_GET_ALL_PIPELINES - Resolve pipeline ID [Prerequisite]

  • PIPEDRIVE_GET_ALL_STAGES - Resolve stage ID within the pipeline [Prerequisite]

  • PIPEDRIVE_ADD_A_DEAL - Create the deal with title, value, org_id, person_id, stage_id [Required]

  • PIPEDRIVE_UPDATE_A_DEAL - Modify deal properties after creation [Optional]

  • PIPEDRIVE_ADD_A_PRODUCT_TO_A_DEAL - Attach line items/products [Optional]

    • Key parameters:

  • title: Deal title (required for creation)

  • value: Monetary value of the deal

  • currency: 3-letter ISO currency code (e.g., "USD")

  • pipeline_id / stage_id: Numeric IDs for pipeline placement

  • org_id / person_id: Link to organization and contact

  • status: "open", "won", or "lost"

  • expected_close_date: Format YYYY-MM-DD

    • Pitfalls:

  • title is the only required field for PIPEDRIVE_ADD_A_DEAL; all others are optional

  • Custom fields appear as long hash keys in responses; use dealFields endpoint to map them

  • PIPEDRIVE_UPDATE_A_DEAL requires the numeric id of the deal

  • Setting status to "lost" requires also providing lost_reason

    • 2. Manage Contacts (Persons and Organizations)

    When to use: User wants to create, update, search, or list contacts and companies in Pipedrive.

    Tool sequence:

  • PIPEDRIVE_SEARCH_PERSONS - Search for existing person by name, email, or phone [Prerequisite]

  • PIPEDRIVE_ADD_A_PERSON - Create new contact if not found [Required]

  • PIPEDRIVE_UPDATE_A_PERSON - Modify existing contact details [Optional]

  • PIPEDRIVE_GET_DETAILS_OF_A_PERSON - Retrieve full contact record [Optional]

  • PIPEDRIVE_SEARCH_ORGANIZATIONS - Search for existing organization [Prerequisite]

  • PIPEDRIVE_ADD_AN_ORGANIZATION - Create new organization if not found [Required]

  • PIPEDRIVE_UPDATE_AN_ORGANIZATION - Modify organization properties [Optional]

  • PIPEDRIVE_GET_DETAILS_OF_AN_ORGANIZATION - Retrieve full org record [Optional]

    • Key parameters:

  • name: Required for both person and organization creation

  • email: Array of objects with value, label, primary fields for persons

  • phone: Array of objects with value, label, primary fields for persons

  • org_id: Link a person to an organization

  • visible_to: 1 = owner only, 3 = entire company

  • term: Search term for SEARCH_PERSONS / SEARCH_ORGANIZATIONS (minimum 2 characters)

    • Pitfalls:

  • PIPEDRIVE_ADD_AN_ORGANIZATION may auto-merge with an existing org; check response.additional_data.didMerge

  • Email and phone fields are arrays of objects, not plain strings: [{"value": "test@example.com", "label": "work", "primary": true}]

  • PIPEDRIVE_SEARCH_PERSONS wildcards like * or @ are NOT supported; use PIPEDRIVE_GET_ALL_PERSONS to list all

  • Deletion via PIPEDRIVE_DELETE_A_PERSON or PIPEDRIVE_DELETE_AN_ORGANIZATION is soft-delete with 30-day retention, then permanent

    • 3. Schedule and Track Activities

    When to use: User wants to create calls, meetings, tasks, or other activities linked to deals, contacts, or organizations.

    Tool sequence:

  • PIPEDRIVE_SEARCH_PERSONS or PIPEDRIVE_GET_DETAILS_OF_A_DEAL - Resolve linked entity IDs [Prerequisite]

  • PIPEDRIVE_ADD_AN_ACTIVITY - Create the activity with subject, type, due date [Required]

  • PIPEDRIVE_UPDATE_AN_ACTIVITY - Modify activity details or mark as done [Optional]

  • PIPEDRIVE_GET_DETAILS_OF_AN_ACTIVITY - Retrieve activity record [Optional]

  • PIPEDRIVE_GET_ALL_ACTIVITIES_ASSIGNED_TO_A_PARTICULAR_USER - List user's activities [Optional]

    • Key parameters:

  • subject: Activity title (required)

  • type: Activity type key string, e.g., "call", "meeting", "task", "email" (required)

  • due_date: Format YYYY-MM-DD

  • due_time: Format HH:MM

  • duration: Format HH:MM (e.g., "00:30" for 30 minutes)

  • deal_id / person_id / org_id: Link to related entities

  • done: 0 = not done, 1 = done

    • Pitfalls:

  • Both subject and type are required for PIPEDRIVE_ADD_AN_ACTIVITY

  • type must match an existing ActivityTypes key_string in the account

  • done is an integer (0 or 1), not a boolean

  • Response includes more_activities_scheduled_in_context in additional_data

    • 4. Add and Manage Notes

    When to use: User wants to attach notes to deals, persons, organizations, leads, or projects.

    Tool sequence:

  • PIPEDRIVE_SEARCH_PERSONS or PIPEDRIVE_GET_DETAILS_OF_A_DEAL - Resolve entity ID [Prerequisite]

  • PIPEDRIVE_ADD_A_NOTE - Create note with HTML content linked to an entity [Required]

  • PIPEDRIVE_UPDATE_A_NOTE - Modify note content [Optional]

  • PIPEDRIVE_GET_ALL_NOTES - List notes filtered by entity [Optional]

  • PIPEDRIVE_GET_ALL_COMMENTS_FOR_A_NOTE - Retrieve comments on a note [Optional]

    • Key parameters:

  • content: Note body in HTML format (required)

  • deal_id / person_id / org_id / lead_id / project_id: At least one entity link required

  • pinned_to_deal_flag / pinned_to_person_flag: Filter pinned notes when listing

    • Pitfalls:

  • content is required and supports HTML; plain text works but is sanitized server-side

  • At least one of deal_id, person_id, org_id, lead_id, or project_id must be provided

  • PIPEDRIVE_GET_ALL_NOTES returns notes across all entities by default; filter with entity ID params

    • 5. Query Pipelines and Stages

    When to use: User wants to view sales pipelines, stages, or deals within a pipeline/stage.

    Tool sequence:

  • PIPEDRIVE_GET_ALL_PIPELINES - List all pipelines and their IDs [Required]

  • PIPEDRIVE_GET_ONE_PIPELINE - Get details and deal summary for a specific pipeline [Optional]

  • PIPEDRIVE_GET_ALL_STAGES - List all stages, optionally filtered by pipeline [Required]

  • PIPEDRIVE_GET_ONE_STAGE - Get details for a specific stage [Optional]

  • PIPEDRIVE_GET_DEALS_IN_A_PIPELINE - List all deals across stages in a pipeline [Optional]

  • PIPEDRIVE_GET_DEALS_IN_A_STAGE - List deals in a specific stage [Optional]

    • Key parameters:

  • id: Pipeline or stage ID (required for single-item endpoints)

  • pipeline_id: Filter stages by pipeline

  • totals_convert_currency: 3-letter currency code or "default_currency" for converted totals

  • get_summary: Set to 1 for deal summary in pipeline responses

    • Pitfalls:

  • PIPEDRIVE_GET_ALL_PIPELINES takes no parameters; returns all pipelines

  • PIPEDRIVE_GET_ALL_STAGES returns stages for ALL pipelines unless pipeline_id is specified

  • Deal counts in pipeline summaries use per_stages_converted only when totals_convert_currency is set

    • Common Patterns

    ID Resolution


    Always resolve display names to numeric IDs before operations:
  • Organization name -> org_id: PIPEDRIVE_SEARCH_ORGANIZATIONS with term param

  • Person name -> person_id: PIPEDRIVE_SEARCH_PERSONS with term param

  • Pipeline name -> pipeline_id: PIPEDRIVE_GET_ALL_PIPELINES then match by name

  • Stage name -> stage_id: PIPEDRIVE_GET_ALL_STAGES with pipeline_id then match by name

    • Pagination


    Most list endpoints use offset-based pagination:
  • Use start (offset) and limit (page size) parameters

  • Check additional_data.pagination.more_items_in_collection to know if more pages exist

  • Use additional_data.pagination.next_start as the start value for the next page

  • Default limit is ~500 for some endpoints; set explicitly for predictable paging

    • Known Pitfalls

    ID Formats


  • All entity IDs (deal, person, org, activity, pipeline, stage) are numeric integers

  • Lead IDs are UUID strings, not integers

  • Custom field keys are long alphanumeric hashes (e.g., "a1b2c3d4e5f6...")

    • Rate Limits


  • Pipedrive enforces per-company API rate limits; bulk operations should be paced

  • PIPEDRIVE_GET_ALL_PERSONS and PIPEDRIVE_GET_ALL_ORGANIZATIONS can return large datasets; always paginate

    • Parameter Quirks


  • Email and phone on persons are arrays of objects, not plain strings

  • visible_to is numeric: 1 = owner only, 3 = entire company, 5 = specific groups

  • done on activities is integer 0/1, not boolean true/false

  • Organization creation may auto-merge duplicates silently; check didMerge in response

  • PIPEDRIVE_SEARCH_PERSONS requires minimum 2 characters and does not support wildcards

    • Response Structure


  • Custom fields appear as hash keys in responses; map them via the respective Fields endpoints

  • Responses often nest data under response.data.data in wrapped executions

  • Search results are under response.data.items, not top-level

    • Quick Reference

    TaskTool SlugKey Params
    Create dealPIPEDRIVE_ADD_A_DEALtitle, value, org_id, stage_id
    Update dealPIPEDRIVE_UPDATE_A_DEALid, status, value, stage_id
    Get deal detailsPIPEDRIVE_GET_DETAILS_OF_A_DEALid
    Search personsPIPEDRIVE_SEARCH_PERSONSterm, fields
    Add personPIPEDRIVE_ADD_A_PERSONname, email, phone, org_id
    Update personPIPEDRIVE_UPDATE_A_PERSONid, name, email
    Get person detailsPIPEDRIVE_GET_DETAILS_OF_A_PERSONid
    List all personsPIPEDRIVE_GET_ALL_PERSONSstart, limit, filter_id
    Search organizationsPIPEDRIVE_SEARCH_ORGANIZATIONSterm, fields
    Add organizationPIPEDRIVE_ADD_AN_ORGANIZATIONname, visible_to
    Update organizationPIPEDRIVE_UPDATE_AN_ORGANIZATIONid, name, address
    Get org detailsPIPEDRIVE_GET_DETAILS_OF_AN_ORGANIZATIONid
    Add activityPIPEDRIVE_ADD_AN_ACTIVITYsubject, type, due_date, deal_id
    Update activityPIPEDRIVE_UPDATE_AN_ACTIVITYid, done, due_date
    Get activity detailsPIPEDRIVE_GET_DETAILS_OF_AN_ACTIVITYid
    List user activitiesPIPEDRIVE_GET_ALL_ACTIVITIES_ASSIGNED_TO_A_PARTICULAR_USERuser_id, start, limit
    Add notePIPEDRIVE_ADD_A_NOTEcontent, deal_id or person_id
    List notesPIPEDRIVE_GET_ALL_NOTESdeal_id, person_id, start, limit
    List pipelinesPIPEDRIVE_GET_ALL_PIPELINES(none)
    Get pipeline detailsPIPEDRIVE_GET_ONE_PIPELINEid
    List stagesPIPEDRIVE_GET_ALL_STAGESpipeline_id
    Deals in pipelinePIPEDRIVE_GET_DEALS_IN_A_PIPELINEid, stage_id
    Deals in stagePIPEDRIVE_GET_DEALS_IN_A_STAGEid, start, limit
    Add product to dealPIPEDRIVE_ADD_A_PRODUCT_TO_A_DEALid, product_id, item_price

      pipedrive-automation - Agent Skills