Pipedrive

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At a glance

• Availability: Experimental (how to enable).
• Auth: OAuth 2.0.
• Connection: A user authorizes the connection in the provider’s consent screen.
• Scopes: base, deals:full, contacts:full.
• Docs: https://pipedrive.readme.io/docs/marketplace-oauth-authorization

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Credentials

Set these per environment. See Connect an integration. With a managed OAuth app, Connect works without these variables; set them to use your own OAuth app instead.

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Setup

1. Create a Pipedrive developer sandbox: Request a free developer sandbox account at https://developers.pipedrive.com/start-here - apps can only be created from a sandbox or company account with admin rights.
2. Create an app in the Developer Hub: In Pipedrive, open Tools and apps → Developer Hub (or https://app.pipedrive.com/developer-hub) and create an app. A private/unlisted app is fine for internal use.
3. Set the callback URL and scopes: Set the OAuth callback URL to your app URL ending in /api/auth/pipedrive/callback and enable the deals:full, contacts:full, and search:read scopes (base is always included).
4. Copy credentials and verify: Copy the Client ID and Client Secret from the app’s OAuth & access scopes page into PIPEDRIVE_CLIENT_ID and PIPEDRIVE_CLIENT_SECRET, connect your account, and run the List Deals tool.

• The token endpoint authenticates the client with HTTP Basic (base64 of client_id:client_secret)
• Access tokens expire after about 60 minutes; refresh tokens are issued and expire if unused for 60 days
• API calls go to the company-specific host returned as api_domain in the token response (e.g. https://yourcompany.pipedrive.com); tool URLs template it via {{oauth.raw.api_domain}}

Provider API reference: https://developers.pipedrive.com/docs/api/v1

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Tools

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Example prompts

• List my open Pipedrive deals with their values and stages, and flag any that haven’t been updated recently.
• Create a new deal in Pipedrive with a title, value, and linked person.