> ## Documentation Index
> Fetch the complete documentation index at: https://veryfront.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Pipedrive

> Manage deals, persons, and organizations in Pipedrive CRM

## At a glance

* **Availability**: Experimental ([how to enable](/cloud/integrations)).
* **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](https://pipedrive.readme.io/docs/marketplace-oauth-authorization)

## Credentials

Set these per environment. See [Connect an integration](/cloud/integrations).

With a managed OAuth app, Connect works without these variables; set them to use your own OAuth app instead.

| Variable                  | Required | Description                                                                                                                              |
| ------------------------- | -------- | ---------------------------------------------------------------------------------------------------------------------------------------- |
| `PIPEDRIVE_CLIENT_ID`     | Yes      | Pipedrive OAuth Client ID (from your app in the Developer Hub) [Docs](https://pipedrive.readme.io/docs/marketplace-oauth-authorization). |
| `PIPEDRIVE_CLIENT_SECRET` | Yes      | Pipedrive OAuth Client Secret [Docs](https://pipedrive.readme.io/docs/marketplace-oauth-authorization).                                  |

## Setup

1. **Create a Pipedrive developer sandbox**: Request a free developer sandbox account at [https://developers.pipedrive.com/start-here](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](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](https://yourcompany.pipedrive.com)); tool URLs template it via \{\{oauth.raw\.api\_domain}}

Provider API reference: [https://developers.pipedrive.com/docs/api/v1](https://developers.pipedrive.com/docs/api/v1)

## Tools

| Tool               | Access | Description                                      |
| ------------------ | ------ | ------------------------------------------------ |
| List Deals         | Read   | List deals in the Pipedrive account              |
| Get Deal           | Read   | Get full details of a Pipedrive deal             |
| Create Deal        | Write  | Create a new deal in Pipedrive                   |
| Update Deal        | Write  | Update fields on an existing Pipedrive deal      |
| List Persons       | Read   | List persons (contacts) in the Pipedrive account |
| Create Person      | Write  | Create a new person (contact) in Pipedrive       |
| List Organizations | Read   | List organizations in the Pipedrive account      |

## 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.