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Automate Pipedrive CRM operations including deals, contacts, organizations, activities, notes, and pipeline management via Rube MCP (Composio). Always search tools first for current schemas.
name: pipedrive-automation description: "Automate Pipedrive CRM operations including deals, contacts, organizations, activities, notes, and pipeline management via Rube MCP (Composio). Always search tools first for current schemas." risk: critical source: community date_added: "2026-02-27"
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_CONNECTIONSwith toolkitpipedrive - Always call
RUBE_SEARCH_TOOLSfirst 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_TOOLSresponds - Call
RUBE_MANAGE_CONNECTIONSwith toolkitpipedrive - 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 dealcurrency: 3-letter ISO currency code (e.g., "USD")pipeline_id/stage_id: Numeric IDs for pipeline placementorg_id/person_id: Link to organization and contactstatus: "open", "won", or "lost"expected_close_date: Format YYYY-MM-DD
Pitfalls:
titleis the only required field forPIPEDRIVE_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_DEALrequires the numericidof the deal- Setting
statusto "lost" requires also providinglost_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 creationemail: Array of objects withvalue,label,primaryfields for personsphone: Array of objects withvalue,label,primaryfields for personsorg_id: Link a person to an organizationvisible_to: 1 = owner only, 3 = entire companyterm: Search term for SEARCH_PERSONS / SEARCH_ORGANIZATIONS (minimum 2 characters)
Pitfalls:
PIPEDRIVE_ADD_AN_ORGANIZATIONmay auto-merge with an existing org; checkresponse.additional_data.didMerge- Email and phone fields are arrays of objects, not plain strings:
[{"value": "test@example.com", "label": "work", "primary": true}] PIPEDRIVE_SEARCH_PERSONSwildcards like*or@are NOT supported; usePIPEDRIVE_GET_ALL_PERSONSto list all- Deletion via
PIPEDRIVE_DELETE_A_PERSONorPIPEDRIVE_DELETE_AN_ORGANIZATIONis 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_PERSONSorPIPEDRIVE_GET_DETAILS_OF_A_DEAL- Resolve linked entity IDs [Prerequisite]PIPEDRIVE_ADD_AN_ACTIVITY- Create the activity with subject, type, due date [Required]- `PI
