Pipedrive Setup

Pipedrive Setup — CADTALK

You are configuring the Pipedrive MCP server for this user. Follow these steps exactly.

Step 1: Gather credentials

Ask the user for:

1. Pipedrive API Token — found at: Pipedrive → Settings → Personal preferences → API → Your personal API token
2. Pipedrive Domain — the full domain like company-name.pipedrive.com

Ask both questions in a single message. Do not proceed until you have both values.

Step 2: Find the plugin install path

Run this Bash command to find where the plugin is installed:

find "$HOME/.claude/plugins/cache" -name "index.cjs" -path "*/pipedrive*/dist/index.cjs" 2>/dev/null | head -1

If nothing is found, fall back to checking the current working directory for dist/index.cjs.

If still not found, tell the user: "I couldn't locate the Pipedrive plugin bundle. Please ensure the plugin was installed with claude plugins add. The expected path is ~/.claude/plugins/cache/<marketplace>/pipedrive/<version>/dist/index.cjs."

Step 3: Read the current settings.json

Read the file at ~/.claude/settings.json to get the current contents. You will add to it without removing any existing entries.

Step 4: Write the MCP server configuration

Add the pipedrive entry under mcpServers in ~/.claude/settings.json. The command must be node, the first arg must be the absolute path found in Step 2, and the env block must contain the literal values the user provided (not ${VAR} references).

The resulting mcpServers block should look like:

"mcpServers": {
  "pipedrive": {
    "command": "node",
    "args": ["/absolute/path/to/dist/index.cjs"],
    "env": {
      "PIPEDRIVE_API_TOKEN": "<token-from-user>",
      "PIPEDRIVE_DOMAIN": "<domain-from-user>",
      "MCP_TRANSPORT": "stdio",
      "PIPEDRIVE_RATE_LIMIT_MIN_TIME_MS": "250",
      "PIPEDRIVE_RATE_LIMIT_MAX_CONCURRENT": "2"
    }
  }
}

If mcpServers already exists in settings.json, merge the pipedrive entry into it without removing others. If it doesn't exist, add the key.

Step 5: Confirm success

Tell the user:

Pipedrive MCP configured! Restart Claude Code (or run claude mcp restart) for the Pipedrive tools to become available. You should see mcp__pipedrive__* tools in your tool list after restarting.

If you need to update your credentials later, run /pipedrive-setup again.

CADTALK Custom Field Reference

This reference maps every CADTALK custom Pipedrive field to its API key and all valid option values. Use these when calling deals_update, organizations_update, persons_update, or any Pipedrive write tool. Never guess API keys — always use this table.

Pipeline IDs

Deal Custom Fields

Deal — Forecast Category (1a706bae5b0046828ae5a1b573c722bd96068058)

Deal — Health Score (9e43542d72f1017c3c7d5a1619ff6b30c65cd9d3)

Deal — Parent Account (9f920971d1ad94bf9feea18e1c30f89eeaf12cd1)

Deal — Status / Lifecycle (a07eeeb4ed7b9148ac21d7a7ae2609479ee78a08)

Deal — Tier (d38199423f99049250425b8d2f00b1e2832c661a)

Deal — CSS (d71121f7052ff1d92f713749a685c0faffd65f7a)

Deal — Trigger Type (fc04c8c4f1ec476b52805eeb68e8ee634a7f5854)

Deal — NPS Score (322e09bb48d03e39aefe01ff56ca645f2306b951)

Deal — CSP (4d7811ac20a5301df301b29cf8440aa5727e927c) — Multiple options

Deal — Source Channel (channel) — Standard field

Deal — Labels (label) — Multiple options

Organization Custom Fields

Organization — Status (5821119780fc952b4ca7914a06cc9f9895cf5832)

Organization — Organization Type (6ae364c9b85558dc16195fa5d7f1a103c3c12aa2)

Organization — Org Source (32617530a4697fab720a2b63cce8141c59a15e0a)

Organization — Target System (aa5aa1fc7b186d3c374ed613edeee5d7bf1b19d2) — Multiple options

Organization — Source System (e414c6d4c2487ea53dc006d5bc8835fb0af6b9fd) — Multiple options

Organization — Marketing Status (e873b23ec887c074ab56d92d5c80edd9e975d673) — Multiple options

Organization — Marketing Assets (fd296a8ce86b50aca01119538300ef3d1f716745) — Multiple options

Organization — Label (label) — Single option

Person Custom Fields

Person — Lead Status (00e989e8a7bcbaae37d4af13f098c138d9443212)

Person — Buying Persona (5c639fce0746b44f0689db22f53fffbbe41d57eb) — Multiple options

Person — Last Cold Call Result (3048afc2f4e1e048dcee4de4573c7ecb35037e06) — Multiple options

Person — Webinar Attendance (8f76c7c29ca6e8e2b112a734c8dd1c4c33c7e640) — Multiple options

Person — Webinar Registrations (f388b1cba645ea0d6a3159e6fa919690f5f926f9) — Multiple options

Person — Label (label) — Single option

Activity Custom Fields

Activity — Priority (priority) — Standard field

Quick Reference: Most-Used Field Updates

When updating deal fields via deals_update, use this as a quick-start reference:

// Set Health Score to Green
{ "9e43542d72f1017c3c7d5a1619ff6b30c65cd9d3": 376 }

// Set Forecast Category to Probably
{ "1a706bae5b0046828ae5a1b573c722bd96068058": 14 }

// Set Tier to Tier A
{ "d38199423f99049250425b8d2f00b1e2832c661a": 363 }

// Set Trigger Type to ERP change
{ "fc04c8c4f1ec476b52805eeb68e8ee634a7f5854": 336 }

// Set Parent Account to IFS
{ "9f920971d1ad94bf9feea18e1c30f89eeaf12cd1": 444 }

// Set Deal Status to Active (post-sale)
{ "a07eeeb4ed7b9148ac21d7a7ae2609479ee78a08": 428 }

// Set CSS to Yellow
{ "d71121f7052ff1d92f713749a685c0faffd65f7a": 431 }

// Set Source Channel to Partner-ERP VAR/GSI
{ "channel": 347 }

When updating org fields via organizations_update:

// Set Target System to IFS (multiple options — pass array)
{ "aa5aa1fc7b186d3c374ed613edeee5d7bf1b19d2": [43] }

// Set Source System to Solidworks + Solidworks PDM
{ "e414c6d4c2487ea53dc006d5bc8835fb0af6b9fd": [53, 54] }

// Set Org Status to CADTALK-Active
{ "5821119780fc952b4ca7914a06cc9f9895cf5832": 28 }

// Set Organization Type to End user
{ "6ae364c9b85558dc16195fa5d7f1a103c3c12aa2": 19 }

// Set Org Source to Partner-ERP VAR/GSI
{ "32617530a4697fab720a2b63cce8141c59a15e0a": 313 }

When updating person fields via persons_update:

// Set Lead Status to Prospect
{ "00e989e8a7bcbaae37d4af13f098c138d9443212": 254 }

// Set Buying Persona to Engineering Lead + C-Suite (multiple — pass array)
{ "5c639fce0746b44f0689db22f53fffbbe41d57eb": [208, 210] }

// Set Last Cold Call Result to Meeting Booked!
{ "3048afc2f4e1e048dcee4de4573c7ecb35037e06": [192] }

Source: jeffbrickler/mcp-pipedrive — distributed by TomeVault.