MCP & AI Agent Integration

Pipedrive
automation.

25 AI agent actions for Pipedrive — callable from any MCP-compatible runtime, Claude, Cursor, or Cerebral OS workflow. Use Pipedrive to update contacts, move deals through pipelines, and trigger follow-up sequences automatically. Full governance, audit trail, and dry-run safety on every execution.

No credit card required
Live in production environments
<200ms median execution
Dry-run before production
Execution trace
live
25
actions
100%
governed
<200ms
latency
25
AI agent actions
12
Read operations
13
Write operations
0
High-risk actions (approval gated)
CRM Pipedrive is a CRM integration — use it to automate contact management, deals, and pipeline operations from any AI agent or MCP-compatible runtime.
Actions

What you can do
with Pipedrive.

Every action below is available as an MCP tool and a verb in Cerebral OS — callable from any AI agent, Claude, Cursor, Windsurf, or your own runtime via the BYOA API. All executions are governed, audited, and dry-run safe.

get activities
pipedrive:get_activities
Execute get_activities action via pipedrive
Read Low risk
get current user
pipedrive:get_current_user
Execute get_current_user action via pipedrive
Read Low risk
get deal
pipedrive:get_deal
Get a single deal by ID. Returns deal details including stage, value, contacts, and status.
Read Low risk
get deals
pipedrive:get_deals
List and filter deals. Use status, pipeline, stage, person, or org filters to narrow results. For keyword search use pipedrive_search_deals instead.
Read Low risk
get organization
pipedrive:get_organization
Get a single organization by ID. Returns org details, address, deal counts, and linked contacts.
Read Low risk
get person
pipedrive:get_person
Get a single person (contact) by ID. Returns contact details, email, phone, org, and deal counts.
Read Low risk
get persons
pipedrive:get_persons
List and filter persons (contacts). For keyword search use pipedrive_search_persons.
Read Low risk
get pipelines
pipedrive:get_pipelines
Execute get_pipelines action via pipedrive
Read Low risk
get stages
pipedrive:get_stages
Execute get_stages action via pipedrive
Read Low risk
search deals
pipedrive:search_deals
Search deals by keyword across title, notes, and custom fields. For filtering by status/stage/pipeline without keywords, use pipedrive_get_deals.
Read Low risk
search organizations
pipedrive:search_organizations
Execute search_organizations action via pipedrive
Read Low risk
search persons
pipedrive:search_persons
Search persons (contacts) by keyword across name, email, phone, notes. For filtering by org/owner without keywords, use pipedrive_get_persons.
Read Low risk
add note
pipedrive:add_note
Execute add_note action via pipedrive
Write Low risk
create activity
pipedrive:create_activity
Execute create_activity action via pipedrive
Write Low risk
create deal
pipedrive:create_deal
Create a new deal in Pipedrive. Title is required. Link to a person and/or organization.
Write Low risk
create lead
pipedrive:create_lead
Create a new lead in Pipedrive Leads Inbox. Must link to a person and/or organization. Leads live in the Leads Inbox until archived or converted to a deal.
Write Low risk
create note
pipedrive:create_note
Execute create_note action via pipedrive
Write Low risk
create organization
pipedrive:create_organization
Execute create_organization action via pipedrive
Write Low risk
create person
pipedrive:create_person
Create a new person (contact) in Pipedrive. Name is required, provide email or phone.
Write Low risk
delete deal
pipedrive:delete_deal
Execute delete_deal action via pipedrive
Write Low risk
Import Apollo Leads
pipedrive:import_apollo_leads
Execute import_apollo_leads action via pipedrive
Write Medium risk
test api key
pipedrive:test_api_key
Test Pipedrive API token by calling the "current user" endpoint. Returns basic user info if authentication succeeds.
Write Low risk
update deal
pipedrive:update_deal
Update an existing deal. Use to change stage, value, status, or linked contacts. Setting status to "won" or "lost" closes the deal.
Write Low risk
update organization
pipedrive:update_organization
Execute update_organization action via pipedrive
Write Low risk
update person
pipedrive:update_person
Update an existing person (contact). Only provided fields are changed.
Write Low risk
MCP & Runtime API

Call Pipedrive
from any AI agent.

Any AI agent — Claude, Cursor, LangChain, AutoGen, or your own — can call Pipedrive actions through the Cerebral OS Runtime API. Governance, credentials, and audit trail fire automatically.

pipedrive:get_activities READ
# Call via Runtime API
curl
-X POST \
  "https://api.cerebralos.com/v1/runtime/actions/run"
  -H "X-API-Key: YOUR_KEY" \
  -d '{
    "verb": "pipedrive:get_activities",
    "args": {},
    "execution_id": "agent-001"
  }'
pipedrive:add_note WRITE
# Dry-run first — no production risk
curl
-X POST \
  "https://api.cerebralos.com/v1/runtime/actions/run"
  -H "X-API-Key: YOUR_KEY" \
  -d '{
    "verb": "pipedrive:add_note",
    "args": {},
    "execution_id": "agent-001",
    "metadata": {"dryRun": true}
  }'
Get your Runtime API key at app.cerebralos.com/signup — 1,000 free executions, no credit card required.
AI agent examples

What your AI agent
can do with Pipedrive.

Real patterns your AI agent can execute via MCP or the Runtime API. Every action governed, dry-run safe, and fully audited.

Trigger
AI agent needs Pipedrive data
Call pipedrive:get_activities via MCP or Runtime API
AI processes result and takes next action
Full execution logged to audit trail automatically
Trigger
Workflow needs to write to Pipedrive
Dry-run validates pipedrive:add_note before execution
Approval gate fires if risk level is high
Action executes with full governance — logged, audited, reversible
Trigger
Lead or deal event
Score with AI
Route to right rep
Trigger outreach sequence
How it works

Every Pipedrive action
governed end-to-end.

Cerebral OS isn't a connector. It's the execution layer that sits in front of Pipedrive — adding governance, dry-run safety, and a full audit trail to every operation.

Governance first
Every verb carries a risk classification. High-risk writes require explicit approval gates before they execute in production.
Dry-run safe
Simulate any Pipedrive action before it touches production. See exactly what would happen before a single real call is made.
Immutable audit trail
Every Pipedrive action is logged — what ran, what changed, who approved it, when it happened. Full history on every verb, forever.
Connect with

Pipedrive works best
alongside these.

Build multi-step workflows that connect Pipedrive to the rest of your stack. All governed. All audited.

Pipedrive integration

Start free.
No credit card required.

Start free with 1,000 runs — no credit card required. Connect Pipedrive in minutes, dry-run every action before it touches production, full audit trail on everything.

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