Learn-skills.dev pipedrive-automation

Automate Pipedrive CRM operations including deals, contacts, organizations, activities, notes, and pipeline management via Rube MCP (Composio). Always search tools first for current schemas.

install

source · Clone the upstream repo

git clone https://github.com/NeverSight/learn-skills.dev

Claude Code · Install into ~/.claude/skills/

T=$(mktemp -d) && git clone --depth=1 https://github.com/NeverSight/learn-skills.dev "$T" && mkdir -p ~/.claude/skills && cp -r "$T/data/skills-md/aaaaqwq/agi-super-skills/pipedrive-automation" ~/.claude/skills/neversight-learn-skills-dev-pipedrive-automation && rm -rf "$T"

manifest: data/skills-md/aaaaqwq/agi-super-skills/pipedrive-automation/SKILL.md

source content

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

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

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

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

Task	Tool Slug	Key Params
Create deal	`PIPEDRIVE_ADD_A_DEAL`	`title` , `value` , `org_id` , `stage_id`
Update deal	`PIPEDRIVE_UPDATE_A_DEAL`	`id` , `status` , `value` , `stage_id`
Get deal details	`PIPEDRIVE_GET_DETAILS_OF_A_DEAL`	`id`
Search persons	`PIPEDRIVE_SEARCH_PERSONS`	`term` , `fields`
Add person	`PIPEDRIVE_ADD_A_PERSON`	`name` , `email` , `phone` , `org_id`
Update person	`PIPEDRIVE_UPDATE_A_PERSON`	`id` , `name` , `email`
Get person details	`PIPEDRIVE_GET_DETAILS_OF_A_PERSON`	`id`
List all persons	`PIPEDRIVE_GET_ALL_PERSONS`	`start` , `limit` , `filter_id`
Search organizations	`PIPEDRIVE_SEARCH_ORGANIZATIONS`	`term` , `fields`
Add organization	`PIPEDRIVE_ADD_AN_ORGANIZATION`	`name` , `visible_to`
Update organization	`PIPEDRIVE_UPDATE_AN_ORGANIZATION`	`id` , `name` , `address`
Get org details	`PIPEDRIVE_GET_DETAILS_OF_AN_ORGANIZATION`	`id`
Add activity	`PIPEDRIVE_ADD_AN_ACTIVITY`	`subject` , `type` , `due_date` , `deal_id`
Update activity	`PIPEDRIVE_UPDATE_AN_ACTIVITY`	`id` , `done` , `due_date`
Get activity details	`PIPEDRIVE_GET_DETAILS_OF_AN_ACTIVITY`	`id`
List user activities	`PIPEDRIVE_GET_ALL_ACTIVITIES_ASSIGNED_TO_A_PARTICULAR_USER`	`user_id` , `start` , `limit`
Add note	`PIPEDRIVE_ADD_A_NOTE`	`content` , `deal_id` or `person_id`
List notes	`PIPEDRIVE_GET_ALL_NOTES`	`deal_id` , `person_id` , `start` , `limit`
List pipelines	`PIPEDRIVE_GET_ALL_PIPELINES`	(none)
Get pipeline details	`PIPEDRIVE_GET_ONE_PIPELINE`	`id`
List stages	`PIPEDRIVE_GET_ALL_STAGES`	`pipeline_id`
Deals in pipeline	`PIPEDRIVE_GET_DEALS_IN_A_PIPELINE`	`id` , `stage_id`
Deals in stage	`PIPEDRIVE_GET_DEALS_IN_A_STAGE`	`id` , `start` , `limit`
Add product to deal	`PIPEDRIVE_ADD_A_PRODUCT_TO_A_DEAL`	`id` , `product_id` , `item_price`