Pipedrive integration for AI agents.
Pipedrive integration for AI agents with secure authentication and server-side credential injection. Open Connector runs the OAuth, seals the token in an encrypted vault, and serves Pipedrive tools to your agent over MCP or a typed API — credentials injected server-side, every call audited, nothing leaving your infrastructure. Open source (AGPL-3.0) and self-hostable.
Real Pipedrive actions, managed and audited.
Your user connects Pipedrive once; your agent can then use Pipedrive API to manage CRM deals, leads, people, organizations, activities, products, projects, pipelines, stages, users, and search — scoped to the OAuth permissions you grant and the tool allowlist you configure. Every action is least-privilege and written to a tamper-evident audit trail.
- 1
Your user grants Pipedrive access once (OAuth) — the token lands in the vault.
- 2
Your agent calls a tool over MCP or the typed API; Open Connector injects the credential server-side.
- 3
Every routed call appends a hash-chained audit record — nothing leaves your infra.
Supported Pipedrive tools.
213 tools are generated from the published Pipedrive catalog. Descriptions are plain text; each action remains subject to its configured authentication and tool allowlist.
Showing 213 tools. All published catalog entries are included in this page's server-rendered HTML.
- Add new activity type
- Adds a new activity type.
- ActivityTypes
- Add a call log
- Adds a new call log.
- CallLogs
- Attach an audio file to the call log
- Adds an audio recording to the call log. That audio can be played by those who have access to the call log object.
- CallLogs
- Add a channel
- Adds a new messaging channel, only admins are able to register new channels. It will use the getConversations endpoint to fetch conversations, participants and messages afterward. To use the endpoint, you need to have **Messengers integration** OAuth scope enabled and the Messaging manifest ready for the [Messaging app extension](https://pipedrive.readme.io/docs/messaging-app-extension).
- Channels
- Add a new deal field
- Adds a new deal field. For more information, see the tutorial for <a href="https://pipedrive.readme.io/docs/adding-a-new-custom-field" target="_blank" rel="noopener noreferrer">adding a new custom field</a>.
- DealFields
- Add a follower to a deal
- Adds a follower to a deal.
- Deals
- Add a participant to a deal
- Adds a participant to a deal.
- Deals
- Add file
- Lets you upload a file and associate it with a deal, person, organization, activity, product or lead. For more information, see the tutorial for <a href="https://pipedrive.readme.io/docs/adding-a-file" target="_blank" rel="noopener noreferrer">adding a file</a>.
- Files
- Create a remote file and link it to an item
- Creates a new empty file in the remote location (`googledrive`) that will be linked to the item you supply. For more information, see the tutorial for <a href="https://pipedrive.readme.io/docs/adding-a-remote-file" target="_blank" rel="noopener noreferrer">adding a remote file</a>.
- Files
- Add a new filter
- Adds a new filter, returns the ID upon success. Note that in the conditions JSON object only one first-level condition group is supported, and it must be glued with 'AND', and only two second level condition groups are supported of which one must be glued with 'AND' and the second with 'OR'. Other combinations do not work (yet) but the syntax supports introducing them in future. For more information, see the tutorial for <a href="https://pipedrive.readme.io/docs/adding-a-filter" target="_blank" rel="noopener noreferrer">adding a filter</a>.
- Filters
- Add a new goal
- Adds a new goal. Along with adding a new goal, a report is created to track the progress of your goal.
- Goals
- Add a lead
- Creates a lead. A lead always has to be linked to a person or an organization or both. All leads created through the Pipedrive API will have a lead source and origin set to `API`. Here's the tutorial for <a href="https://pipedrive.readme.io/docs/adding-a-lead" target="_blank" rel="noopener noreferrer">adding a lead</a>. If a lead contains custom fields, the fields' values will be included in the response in the same format as with the `Deals` endpoints. If a custom field's value hasn't been set for the lead, it won't appear in the response. Please note that leads do not have a separate set of custom fields, instead they inherit the custom fields' structure from deals. See an example given in the <a href="https://pipedrive.readme.io/docs/updating-custom-field-value" target="_blank" rel="noopener noreferrer">updating custom fields' values tutorial</a>.
- Leads
- Add a lead label
- Creates a lead label.
- LeadLabels
- Add a note
- Adds a new note.
- Notes
- Add a comment to a note
- Adds a new comment to a note.
- Notes
- Add or update role setting
- Adds or updates the visibility setting for a role.
- Roles
- Add a new organization field
- Adds a new organization field. For more information, see the tutorial for <a href="https://pipedrive.readme.io/docs/adding-a-new-custom-field" target="_blank" rel="noopener noreferrer">adding a new custom field</a>.
- OrganizationFields
- Add a follower to an organization
- Adds a follower to an organization.
- Organizations
- Create an organization relationship
- Creates and returns an organization relationship.
- OrganizationRelationships
- Add a new person field
- Adds a new person field. For more information, see the tutorial for <a href="https://pipedrive.readme.io/docs/adding-a-new-custom-field" target="_blank" rel="noopener noreferrer">adding a new custom field</a>.
- PersonFields
- Add a follower to a person
- Adds a follower to a person.
- Persons
- Add person picture
- Adds a picture to a person. If a picture is already set, the old picture will be replaced. Added image (or the cropping parameters supplied with the request) should have an equal width and height and should be at least 128 pixels. GIF, JPG and PNG are accepted. All added images will be resized to 128 and 512 pixel wide squares.
- Persons
- Add a new product field
- Adds a new product field. For more information, see the tutorial for <a href="https://pipedrive.readme.io/docs/adding-a-new-custom-field" target="_blank" rel="noopener noreferrer">adding a new custom field</a>.
- ProductFields
- Add a follower to a product
- Adds a follower to a product.
- Products
- Add a project
- Adds a new project. Note that you can supply additional custom fields along with the request that are not described here. These custom fields are different for each Pipedrive account and can be recognized by long hashes as keys.
- Projects
- Add a role
- Adds a new role.
- Roles
- Add role assignment
- Assigns a user to a role.
- Roles
- Add a task
- Adds a new task.
- Tasks
- Add a new team
- Adds a new team to the company and returns the created object.
- LegacyTeams
- Add users to a team
- Adds users to an existing team.
- LegacyTeams
- Add a new user
- Adds a new user to the company, returns the ID upon success.
- Users
- Create a new Webhook
- Creates a new Webhook and returns its details. Note that specifying an event which triggers the Webhook combines 2 parameters - `event_action` and `event_object`. E.g., use `*.*` for getting notifications about all events, `create.deal` for any newly added deals, `delete.persons` for any deleted persons, etc. See <a href="https://pipedrive.readme.io/docs/guide-for-webhooks-v2?ref=api_reference" target="_blank" rel="noopener noreferrer">the guide for Webhooks</a> for more details.
- Webhooks
- Archive a project
- Archives a project.
- Projects
- Requesting authorization
- Authorize a user by redirecting them to the Pipedrive OAuth authorization page and request their permissions to act on their behalf. This step is necessary to implement only when you allow app installation outside of the Marketplace.
- Oauth
- Delete an activity type
- Marks an activity type as deleted.
- ActivityTypes
- Delete a call log
- Deletes a call log. If there is an audio recording attached to it, it will also be deleted. The related activity will not be removed by this request. If you want to remove the related activities, please use the endpoint which is specific for activities.
- CallLogs
- Delete a channel
- Deletes an existing messenger’s channel and all related entities (conversations and messages). To use the endpoint, you need to have **Messengers integration** OAuth scope enabled and the Messaging manifest ready for the [Messaging app extension](https://pipedrive.readme.io/docs/messaging-app-extension).
- Channels
- Delete a comment related to a note
- Deletes a comment.
- Notes
- Delete a conversation
- Deletes an existing conversation. To use the endpoint, you need to have **Messengers integration** OAuth scope enabled and the Messaging manifest ready for the [Messaging app extension](https://pipedrive.readme.io/docs/messaging-app-extension).
- Channels
- Delete a deal field
- Marks a field as deleted. For more information, see the tutorial for <a href="https://pipedrive.readme.io/docs/deleting-a-custom-field" target="_blank" rel="noopener noreferrer">deleting a custom field</a>.
- DealFields
- Delete multiple deal fields in bulk
- Marks multiple deal fields as deleted.
- DealFields
- Delete a follower from a deal
- Deletes a follower from a deal.
- Deals
- Delete a participant from a deal
- Deletes a participant from a deal.
- Deals
- Delete a file
- Marks a file as deleted. After 30 days, the file will be permanently deleted.
- Files
- Delete a filter
- Marks a filter as deleted.
- Filters
- Delete multiple filters in bulk
- Marks multiple filters as deleted.
- Filters
- Delete existing goal
- Marks a goal as deleted.
- Goals
- Delete a lead
- Deletes a specific lead.
- Leads
- Delete a lead label
- Deletes a specific lead label.
- LeadLabels
- Delete mail thread
- Marks a mail thread as deleted.
- Mailbox
- Delete a note
- Deletes a specific note.
- Notes
- Delete an organization field
- Marks a field as deleted. For more information, see the tutorial for <a href="https://pipedrive.readme.io/docs/deleting-a-custom-field" target="_blank" rel="noopener noreferrer">deleting a custom field</a>.
- OrganizationFields
- Delete multiple organization fields in bulk
- Marks multiple fields as deleted.
- OrganizationFields
- Delete a follower from an organization
- Deletes a follower from an organization. You can retrieve the `follower_id` from the <a href="https://developers.pipedrive.com/docs/api/v1/Organizations#getOrganizationFollowers">List followers of an organization</a> endpoint.
- Organizations
- Delete an organization relationship
- Deletes an organization relationship and returns the deleted ID.
- OrganizationRelationships
- Delete a person field
- Marks a field as deleted. For more information, see the tutorial for <a href="https://pipedrive.readme.io/docs/deleting-a-custom-field" target="_blank" rel="noopener noreferrer">deleting a custom field</a>.
- PersonFields
- Delete multiple person fields in bulk
- Marks multiple fields as deleted.
- PersonFields
- Delete a follower from a person
- Deletes a follower from a person.
- Persons
- Delete person picture
- Deletes a person’s picture.
- Persons
- Delete a product field
- Marks a product field as deleted. For more information, see the tutorial for <a href="https://pipedrive.readme.io/docs/deleting-a-custom-field" target="_blank" rel="noopener noreferrer">deleting a custom field</a>.
- ProductFields
- Delete multiple product fields in bulk
- Marks multiple fields as deleted.
- ProductFields
- Delete a follower from a product
- Deletes a follower from a product.
- Products
- Delete a project
- Marks a project as deleted.
- Projects
- Delete a role
- Marks a role as deleted.
- Roles
- Delete a role assignment
- Removes the assigned user from a role and adds to the default role.
- Roles
- Delete a task
- Marks a task as deleted. If the task has subtasks then those will also be deleted.
- Tasks
- Delete users from a team
- Deletes users from an existing team.
- LegacyTeams
- Delete the link between a user and the installed video call integration
- A video calling provider must call this endpoint to remove the link between a user and the installed video calling app.
- Meetings
- Delete existing Webhook
- Deletes the specified Webhook.
- Webhooks
- Download one file
- Initializes a file download.
- Files
- Duplicate deal
- Duplicates a deal.
- Deals
- Find users by name
- Finds users by their name.
- Users
- Get all activity fields
- Returns all activity fields.
- ActivityFields
- Get all activity types
- Returns all activity types.
- ActivityTypes
- Get all archived deals
- Returns all archived deals.
- Deals
- Get archived deals summary
- Returns a summary of all archived deals.
- Deals
- Get archived deals timeline
- Returns archived open and won deals, grouped by a defined interval of time set in a date-type dealField (`field_key`) — e.g. when month is the chosen interval, and 3 months are asked starting from January 1st, 2012, deals are returned grouped into 3 groups — January, February and March — based on the value of the given `field_key`.
- Deals
- Get all archived leads
- Returns multiple archived leads. Leads are sorted by the time they were created, from oldest to newest. Pagination can be controlled using `limit` and `start` query parameters. If a lead contains custom fields, the fields' values will be included in the response in the same format as with the `Deals` endpoints. If a custom field's value hasn't been set for the lead, it won't appear in the response. Please note that leads do not have a separate set of custom fields, instead they inherit the custom fields' structure from deals.
- Leads
- Get details of a call log
- Returns details of a specific call log.
- CallLogs
- Get one comment
- Returns the details of a comment.
- Notes
- Get all add-ons for a single company
- Returns the add-ons for a single company.
- Billing
- Get all supported currencies
- Returns all supported currencies in given account which should be used when saving monetary values with other objects. The `code` parameter of the returning objects is the currency code according to ISO 4217 for all non-custom currencies.
- Currencies
- Get current user data
- Returns data about an authorized user within the company with bound company data: company ID, company name, and domain. Note that the `locale` property means 'Date/number format' in the Pipedrive account settings, not the chosen language.
- Users
- List updates about deal field values
- Lists updates about field values of a deal.
- Deals
- Get one deal field
- Returns data about a specific deal field.
- DealFields
- Get all deal fields
- Returns data about all deal fields.
- DealFields
- List files attached to a deal
- Lists files associated with a deal.
- Deals
- List followers of a deal
- Lists the followers of a deal.
- Deals
- List mail messages associated with a deal
- Lists mail messages associated with a deal.
- Deals
- List participants of a deal
- Lists the participants associated with a deal.<br>If a company uses the [Campaigns product](https://pipedrive.readme.io/docs/campaigns-in-pipedrive-api), then this endpoint will also return the `data.marketing_status` field.
- Deals
- List updates about participants of a deal
- List updates about participants of a deal. This is a cursor-paginated endpoint. For more information, please refer to our documentation on <a href="https://pipedrive.readme.io/docs/core-api-concepts-pagination" target="_blank" rel="noopener noreferrer">pagination</a>.
- Deals
- List updates about a deal
- Lists updates about a deal.
- Deals
- List permitted users
- Lists the users permitted to access a deal.
- Deals
- Get deals summary
- Returns a summary of all not archived deals.
- Deals
- Get deals timeline
- Returns not archived open and won deals, grouped by a defined interval of time set in a date-type dealField (`field_key`) — e.g. when month is the chosen interval, and 3 months are asked starting from January 1st, 2012, deals are returned grouped into 3 groups — January, February and March — based on the value of the given `field_key`.
- Deals
- Get one file
- Returns data about a specific file.
- Files
- Get all files
- Returns data about all files.
- Files
- Get one filter
- Returns data about a specific filter. Note that this also returns the condition lines of the filter.
- Filters
- Get all filter helpers
- Returns all supported filter helpers. It helps to know what conditions and helpers are available when you want to <a href="/docs/api/v1/Filters#addFilter">add</a> or <a href="/docs/api/v1/Filters#updateFilter">update</a> filters. For more information, see the tutorial for <a href="https://pipedrive.readme.io/docs/adding-a-filter" target="_blank" rel="noopener noreferrer">adding a filter</a>.
- Filters
- Get all filters
- Returns data about all filters.
- Filters
- Get result of a goal
- Gets the progress of a goal for the specified period.
- Goals
- Find goals
- Returns data about goals based on criteria. For searching, append `{searchField}={searchValue}` to the URL, where `searchField` can be any one of the lowest-level fields in dot-notation (e.g. `type.params.pipeline_id`; `title`). `searchValue` should be the value you are looking for on that field. Additionally, `is_active=<true|false>` can be provided to search for only active/inactive goals. When providing `period.start`, `period.end` must also be provided and vice versa.
- Goals
- Get one lead
- Returns details of a specific lead. If a lead contains custom fields, the fields' values will be included in the response in the same format as with the `Deals` endpoints. If a custom field's value hasn't been set for the lead, it won't appear in the response. Please note that leads do not have a separate set of custom fields, instead they inherit the custom fields’ structure from deals.
- Leads
- Get all lead fields
- Returns data about all lead fields.
- LeadFields
- Get all lead labels
- Returns details of all lead labels. This endpoint does not support pagination and all labels are always returned.
- LeadLabels
- Get all lead sources
- Returns all lead sources. Please note that the list of lead sources is fixed, it cannot be modified. All leads created through the Pipedrive API will have a lead source `API` assigned.
- LeadSources
- List permitted users
- Lists the users permitted to access a lead.
- Leads
- Get all leads
- Returns multiple not archived leads. Leads are sorted by the time they were created, from oldest to newest. Pagination can be controlled using `limit` and `start` query parameters. If a lead contains custom fields, the fields' values will be included in the response in the same format as with the `Deals` endpoints. If a custom field's value hasn't been set for the lead, it won't appear in the response. Please note that leads do not have a separate set of custom fields, instead they inherit the custom fields' structure from deals.
- Leads
- Get one mail message
- Returns data about a specific mail message.
- Mailbox
- Get one mail thread
- Returns a specific mail thread.
- Mailbox
- Get all mail messages of mail thread
- Returns all the mail messages inside a specified mail thread.
- Mailbox
- Get mail threads
- Returns mail threads in a specified folder ordered by the most recent message within.
- Mailbox
- Get one note
- Returns details about a specific note.
- Notes
- Get all comments for a note
- Returns all comments associated with a note.
- Notes
- Get all note fields
- Returns data about all note fields.
- NoteFields
- Get all notes
- Returns all notes.
- Notes
- List updates about organization field values
- Lists updates about field values of an organization.
- Organizations
- Get one organization field
- Returns data about a specific organization field.
- OrganizationFields
- Get all organization fields
- Returns data about all organization fields.
- OrganizationFields
- List files attached to an organization
- Lists files associated with an organization.
- Organizations
- List followers of an organization
- Lists the followers of an organization.
- Organizations
- List mail messages associated with an organization
- Lists mail messages associated with an organization.
- Organizations
- Get one organization relationship
- Finds and returns an organization relationship from its ID.
- OrganizationRelationships
- Get all relationships for organization
- Gets all of the relationships for a supplied organization ID.
- OrganizationRelationships
- List updates about an organization
- Lists updates about an organization.
- Organizations
- List permitted users
- List users permitted to access an organization.
- Organizations
- Get one permission set
- Returns data about a specific permission set.
- PermissionSets
- List permission set assignments
- Returns the list of assignments for a permission set.
- PermissionSets
- Get all permission sets
- Returns data about all permission sets.
- PermissionSets
- List updates about person field values
- Lists updates about field values of a person.
- Persons
- Get one person field
- Returns data about a specific person field.
- PersonFields
- Get all person fields
- Returns data about all person fields.<br>If a company uses the [Campaigns product](https://pipedrive.readme.io/docs/campaigns-in-pipedrive-api), then this endpoint will also return the `data.marketing_status` field.
- PersonFields
- List files attached to a person
- Lists files associated with a person.
- Persons
- List followers of a person
- Lists the followers of a person.
- Persons
- List mail messages associated with a person
- Lists mail messages associated with a person.
- Persons
- List products associated with a person
- Lists products associated with a person.
- Persons
- List updates about a person
- Lists updates about a person.<br>If a company uses the [Campaigns product](https://pipedrive.readme.io/docs/campaigns-in-pipedrive-api), then this endpoint's response will also include updates for the `marketing_status` field.
- Persons
- List permitted users
- List users permitted to access a person.
- Persons
- Get deals conversion rates in pipeline
- Returns all stage-to-stage conversion and pipeline-to-close rates for the given time period.
- Pipelines
- Get deals in a pipeline
- Lists deals in a specific pipeline across all its stages. If no parameters are provided open deals owned by the authorized user will be returned. <br>This endpoint has been deprecated. Please use <a href="https://developers.pipedrive.com/docs/api/v1/Deals#getDeals" target="_blank" rel="noopener noreferrer">GET /api/v2/deals?pipeline_id={id}</a> instead.
- Pipelines
- Get deals movements in pipeline
- Returns statistics for deals movements for the given time period.
- Pipelines
- Get deals where a product is attached to
- Returns data about deals that have a product attached to it.
- Products
- Get one product field
- Returns data about a specific product field.
- ProductFields
- Get all product fields
- Returns data about all product fields.
- ProductFields
- List files attached to a product
- Lists files associated with a product.
- Products
- List followers of a product
- Lists the followers of a product.
- Products
- List permitted users
- Lists users permitted to access a product.
- Products
- Get details of a project
- Returns the details of a specific project. Also note that custom fields appear as long hashes in the resulting data. These hashes can be mapped against the `key` value of project fields.
- Projects
- Returns project activities
- Returns activities linked to a specific project.
- Projects
- Returns project groups
- Returns all active groups under a specific project.
- Projects
- Returns project plan
- Returns information about items in a project plan. Items consists of tasks and activities and are linked to specific project phase and group.
- Projects
- Returns project tasks
- Returns tasks linked to a specific project.
- Projects
- Get details of a template
- Returns the details of a specific project template.
- ProjectTemplates
- Get all project templates
- Returns all not deleted project templates. This is a cursor-paginated endpoint. For more information, please refer to our documentation on <a href="https://pipedrive.readme.io/docs/core-api-concepts-pagination" target="_blank" rel="noopener noreferrer">pagination</a>.
- ProjectTemplates
- Get all projects
- Returns all projects. This is a cursor-paginated endpoint. For more information, please refer to our documentation on <a href="https://pipedrive.readme.io/docs/core-api-concepts-pagination" target="_blank" rel="noopener noreferrer">pagination</a>.
- Projects
- Get details of a board
- Returns the details of a specific project board.
- ProjectBoards
- Get all project boards
- Returns all projects boards that are not deleted.
- ProjectBoards
- Get details of a phase
- Returns the details of a specific project phase.
- ProjectPhases
- Get project phases
- Returns all active project phases under a specific board.
- ProjectPhases
- Get recents
- Returns data about all recent changes occurred after the given timestamp.
- Recents
- Get one role
- Returns the details of a specific role.
- Roles
- List role assignments
- Returns all users assigned to a role.
- Roles
- List pipeline visibility for a role
- Returns the list of either visible or hidden pipeline IDs for a specific role. For more information on pipeline visibility, please refer to the <a href="https://support.pipedrive.com/en/article/visibility-groups" target="_blank" rel="noopener noreferrer">Visibility groups article</a>.
- Roles
- List role settings
- Returns the visibility settings of a specific role.
- Roles
- Get all roles
- Returns all the roles within the company.
- Roles
- Get deals in a stage
- Lists deals in a specific stage. If no parameters are provided open deals owned by the authorized user will be returned. <br>This endpoint has been deprecated. Please use <a href="https://developers.pipedrive.com/docs/api/v1/Deals#getDeals" target="_blank" rel="noopener noreferrer">GET /api/v2/deals?stage_id={id}</a> instead.
- Stages
- Get details of a task
- Returns the details of a specific task.
- Tasks
- Get all tasks
- Returns all tasks. This is a cursor-paginated endpoint. For more information, please refer to our documentation on <a href="https://pipedrive.readme.io/docs/core-api-concepts-pagination" target="_blank" rel="noopener noreferrer">pagination</a>.
- Tasks
- Get a single team
- Returns data about a specific team.
- LegacyTeams
- Get all users in a team
- Returns a list of all user IDs within a team.
- LegacyTeams
- Get all teams
- Returns data about teams within the company.
- LegacyTeams
- Getting the tokens
- After the customer has confirmed the app installation, you will need to exchange the `authorization_code` to a pair of access and refresh tokens. Using an access token, you can access the user's data through the API.
- Oauth
- Get one user
- Returns data about a specific user within the company.
- Users
- Get all call logs assigned to a particular user
- Returns all call logs assigned to a particular user.
- CallLogs
- Get all user connections
- Returns data about all connections for the authorized user.
- UserConnections
- List followers of a user
- Lists the followers of a specific user.
- Users
- List user permissions
- Lists aggregated permissions over all assigned permission sets for a user.
- Users
- List role assignments
- Lists role assignments for a user.
- Users
- List user role settings
- Lists the settings of user's assigned role.
- Users
- List settings of an authorized user
- Lists the settings of an authorized user. Example response contains a shortened list of settings.
- UserSettings
- Get all teams of a user
- Returns data about all teams which have the specified user as a member.
- LegacyTeams
- Get all users
- Returns data about all users within the company.
- Users
- Get all Webhooks
- Returns data about all the Webhooks of a company.
- Webhooks
- Link a remote file to an item
- Links an existing remote file (`googledrive`) to the item you supply. For more information, see the tutorial for <a href="https://pipedrive.readme.io/docs/adding-a-remote-file" target="_blank" rel="noopener noreferrer">adding a remote file</a>.
- Files
- Merge two deals
- Merges a deal with another deal. For more information, see the tutorial for <a href="https://pipedrive.readme.io/docs/merging-two-deals" target="_blank" rel="noopener noreferrer">merging two deals</a>.
- Deals
- Merge two organizations
- Merges an organization with another organization. For more information, see the tutorial for <a href="https://pipedrive.readme.io/docs/merging-two-organizations" target="_blank" rel="noopener noreferrer">merging two organizations</a>.
- Organizations
- Merge two persons
- Merges a person with another person. For more information, see the tutorial for <a href="https://pipedrive.readme.io/docs/merging-two-persons" target="_blank" rel="noopener noreferrer">merging two persons</a>.
- Persons
- Update activity in project plan
- Updates an activity phase or group in a project.
- Projects
- Update task in project plan
- Updates a task phase or group in a project.
- Projects
- Receives an incoming message
- Adds a message to a conversation. To use the endpoint, you need to have **Messengers integration** OAuth scope enabled and the Messaging manifest ready for the [Messaging app extension](https://pipedrive.readme.io/docs/messaging-app-extension).
- Channels
- Refreshing the tokens
- The `access_token` has a lifetime. After a period of time, which was returned to you in `expires_in` JSON property, the `access_token` will be invalid, and you can no longer use it to get data from our API. To refresh the `access_token`, you must use the `refresh_token`.
- Oauth
- Link a user with the installed video call integration
- A video calling provider must call this endpoint after a user has installed the video calling app so that the new user's information is sent.
- Meetings
- Search leads
- Searches all leads by title, notes and/or custom fields. This endpoint is a wrapper of <a href="https://developers.pipedrive.com/docs/api/v1/ItemSearch#searchItem">/v1/itemSearch</a> with a narrower OAuth scope. Found leads can be filtered by the person ID and the organization ID.
- Leads
- Update an activity type
- Updates an activity type.
- ActivityTypes
- Update a comment related to a note
- Updates a comment related to a note.
- Notes
- Update a deal field
- Updates a deal field. For more information, see the tutorial for <a href=" https://pipedrive.readme.io/docs/updating-custom-field-value " target="_blank" rel="noopener noreferrer">updating custom fields' values</a>.
- DealFields
- Update file details
- Updates the properties of a file.
- Files
- Update filter
- Updates an existing filter.
- Filters
- Update existing goal
- Updates an existing goal.
- Goals
- Update a lead
- Updates one or more properties of a lead. Only properties included in the request will be updated. Send `null` to unset a property (applicable for example for `value`, `person_id` or `organization_id`). If a lead contains custom fields, the fields' values will be included in the response in the same format as with the `Deals` endpoints. If a custom field's value hasn't been set for the lead, it won't appear in the response. Please note that leads do not have a separate set of custom fields, instead they inherit the custom fields’ structure from deals. See an example given in the <a href="https://pipedrive.readme.io/docs/updating-custom-field-value" target="_blank" rel="noopener noreferrer">updating custom fields’ values tutorial</a>.
- Leads
- Update a lead label
- Updates one or more properties of a lead label. Only properties included in the request will be updated.
- LeadLabels
- Update mail thread details
- Updates the properties of a mail thread.
- Mailbox
- Update a note
- Updates a note.
- Notes
- Update an organization field
- Updates an organization field. For more information, see the tutorial for <a href=" https://pipedrive.readme.io/docs/updating-custom-field-value " target="_blank" rel="noopener noreferrer">updating custom fields' values</a>.
- OrganizationFields
- Update an organization relationship
- Updates and returns an organization relationship.
- OrganizationRelationships
- Update a person field
- Updates a person field. For more information, see the tutorial for <a href=" https://pipedrive.readme.io/docs/updating-custom-field-value " target="_blank" rel="noopener noreferrer">updating custom fields' values</a>.
- PersonFields
- Update a product field
- Updates a product field. For more information, see the tutorial for <a href=" https://pipedrive.readme.io/docs/updating-custom-field-value " target="_blank" rel="noopener noreferrer">updating custom fields' values</a>.
- ProductFields
- Update a project
- Updates a project.
- Projects
- Update role details
- Updates the parent role and/or the name of a specific role.
- Roles
- Update pipeline visibility for a role
- Updates the specified pipelines to be visible and/or hidden for a specific role. For more information on pipeline visibility, please refer to the <a href="https://support.pipedrive.com/en/article/visibility-groups" target="_blank" rel="noopener noreferrer">Visibility groups article</a>.
- Roles
- Update a task
- Updates a task.
- Tasks
- Update a team
- Updates an existing team and returns the updated object.
- LegacyTeams
- Update user details
- Updates the properties of a user. Currently, only `active_flag` can be updated.
- Users
Pipedrive integration, answered
- How do AI agents use Pipedrive through Open Connector?
- Your user connects Pipedrive once with one of its cataloged authentication methods. Open Connector stores the credential in an encrypted vault and exposes Pipedrive tools to your agent over MCP or a typed API, with credentials injected server-side on each call.
- Is this a Pipedrive MCP server?
- Yes. Open Connector can serve Pipedrive as a named MCP server with a scoped allowlist and a per-user connection URL, so any MCP client can call Pipedrive actions with credentials injected server-side.
- Where do Pipedrive credentials live?
- In your own infrastructure. Open Connector keeps credentials in its own vault and injects them at call time, so they never leave your environment.
Give your agents Pipedrive — keep the keys.
Open source, self-hostable, with Pipedrive credentials that never leave your infrastructure. Run it from source today.