Pipedrive Automation

# 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.

1. Verify Rube MCP is available by confirming `RUBE_SEARCH_TOOLS` responds

2. Call `RUBE_MANAGE_CONNECTIONS` with toolkit `pipedrive`

3. If connection is not ACTIVE, follow the returned auth link to complete Pipedrive OAuth

4. 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**:

1. `PIPEDRIVE_SEARCH_ORGANIZATIONS` - Find existing org to link to the deal [Optional]

2. `PIPEDRIVE_ADD_AN_ORGANIZATION` - Create organization if none found [Optional]

3. `PIPEDRIVE_SEARCH_PERSONS` - Find existing contact to link [Optional]

4. `PIPEDRIVE_ADD_A_PERSON` - Create contact if none found [Optional]

5. `PIPEDRIVE_GET_ALL_PIPELINES` - Resolve pipeline ID [Prerequisite]

6. `PIPEDRIVE_GET_ALL_STAGES` - Resolve stage ID within the pipeline [Prerequisite]

7. `PIPEDRIVE_ADD_A_DEAL` - Create the deal with title, value, org_id, person_id, stage_id [Required]

8. `PIPEDRIVE_UPDATE_A_DEAL` - Modify deal properties after creation [Optional]

9. `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**:

1. `PIPEDRIVE_SEARCH_PERSONS` - Search for existing person by name, email, or phone [Prerequisite]

2. `PIPEDRIVE_ADD_A_PERSON` - Create new contact if not found [Required]

3. `PIPEDRIVE_UPDATE_A_PERSON` - Modify existing contact details [Optional]

4. `PIPEDRIVE_GET_DETAILS_OF_A_PERSON` - Retrieve full contact record [Optional]

5. `PIPEDRIVE_SEARCH_ORGANIZATIONS` - Search for existing organization [Prerequisite]

6. `PIPEDRIVE_ADD_AN_ORGANIZATION` - Create new organization if not found [Required]

7. `PIPEDRIVE_UPDATE_AN_ORGANIZATION` - Modify organization properties [Optional]

8. `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": "t