AI Agents for Pipedrive
Pipedrive MCP: your own AI agent in ChatGPT and Claude
Connect your Pipedrive company to ChatGPT and Claude. The assistant reads your people, organizations, deals and leads and, with AI Agent, changes them, moves deals through your pipeline and adds notes and labels when you ask. Tasks and logged calls and meetings are coming soon.
- 01Open to every account for Pipedrive
- 02AI Analyst $29.99 or AI Agent $49.99 a month
- 037 day free trial, once per account.
- 04Every change shown first. Nothing is ever deleted.
One package covers one company.
Part by part
Everything it reaches in Pipedrive
One card for each part of your system. You choose per record type whether the assistant may read it, or read and write.
People and organizations
Reads- Search by name, email, phone or any field, your own fields included
- The deals and notes of a person
- Organizations and the people in them
With AI Agent- Update people and their own fields
- Make and update organizations
- Give a person an owner, add labels and followers
Deals and leads
Reads- Open deals per stage and pipeline
- Count and add up, such as the deal value per stage
- Leads in the leads inbox
With AI Agent- Update deals and leads
- Move a deal to another stage, or mark it won or lost
- Turn a lead into a deal, after your click
- Add a product to a deal
Notes
Reads- The notes of a person or deal
With AI Agent- Add and change notes
Calls, meetings and tasks
Reads- Coming soon: the calls, meetings and tasks of a person or deal
With AI Agent- Coming soon: log calls and meetings, add tasks and mark them done
Coming as soon as possible.
Products, users and projects
Reads- Your products and their prices
- Your users
- Projects and their tasks, with the Projects add-on
Automations, with AI Agent
Rules that run in your system by themselves
With AI Agent, describe a rule in the chat. Approve it with a yes in the chat, and it runs in your system by itself. Rules that message your customers you approve in CRM Connector.
A rule starts when a record is made or changes, when a date comes up such as a due date, when a record has not moved for a number of days, or when a tag is added or removed. It can set fields, move a stage, add a note or a task, tell your team, make a related record, give records to your users in turn or email your customer, and what else it can do depends on your system. It never deletes, and a payment always waits for your own click. Tell us what it should do, and we set it up for you.
When a deal is won, add a note on the deal to start onboarding.
- When
- A deal is marked won
- Only if
- Its value is above an amount you choose
- Then
- 1Add a note on the deal to start onboarding
Ask it, in Pipedrive
Two packages, one question away
AI Analyst answers from your records. AI Agent also does the work, once you say yes.
AI Analyst
Ask anything about your customers, deals and invoices.
- Reads people, organizations, deals and leads
- Reads notes, labels and followers
- Counts and adds up, such as deal value per stage
- Reads your pipelines, stages, products and users
Ask it
- Which deals in the proposal stage are worth more than 10,000?
- What is the total value of open deals per stage?
- Show the leads that came in this week.
AI Agent
Also gets the work done: changes records once you approve.
- Everything in AI Analyst
- Updates people, organizations, deals and leads
- Moves a deal to another stage, or marks it won or lost
- Adds and changes notes
- Adds labels, followers and products to a deal
- Tasks and logged calls and meetings: coming soon
Ask it
- Add a note to Sarah's deal: she wants a quote for 20 licences.
- Move this deal to Negotiation and add a note with what we agreed.
- Label these five people as trade show leads.
- Turn this lead into a deal in the Sales pipeline.
Good to know
How the Pipedrive agent behaves
One package, one company
One package covers one Pipedrive company. Every other company needs its own package.
Connects with Pipedrive's own sign in
You sign in to Pipedrive from CRM Connector and approve the app once. The assistant sees what your Pipedrive user may see.
Your own fields and labels
The assistant reads and fills the fields your company added, by their names, and only uses labels your company already has.
Adding a product sets the deal value
When the assistant adds a product to a deal, Pipedrive sets the deal's value to the sum of its products.
Risky changes need your click
A message to your customers, a payment or a setup change waits for your own click on a CRM Connector page. Stage moves are done in the chat after your yes.
Never a delete, never a payment
In Pipedrive the assistant never deletes a record and never records a payment, whatever you ask it.
Approval, change log and undo
Nothing changes until you approve it
The assistant proposes, you approve, CRM Connector writes. AI Analyst never writes.
Every change is proposed first
You see a before and after list. Nothing is written until you approve.
Risky changes need your click
Messages to your customers, status changes and big batches need your own click.
Newer work is never overwritten
Each record is read again right before the change. Changed since? Refused.
A change log with undo
Every change is kept, with undo where the system allows it.
You choose what it may do
Per record type: off, read, or read and write. Pause it any time.
- ContactsOffReadRead and write
- DealsOffReadRead and write
- InvoicesOffReadRead and write
Nothing is ever deleted
Never a deleted record. A payment only where your system allows it, after your own click.
What the assistant reaches
- Only the system and record types you switched on
- Never passwords or sign ins
- Answers go to OpenAI or Anthropic under your own agreement
- The change log is kept for 90 days
AI Agents pricing
One monthly package per system
ChatGPT and Claude included, with or without a sync plan.
The monthly fee per connected system
Connect Pipedrive to ChatGPT and Claude, through MCP.
A monthly package for Pipedrive.
One package covers one system, so every other system needs its own: your CRM on AI Agent, your books on AI Analyst.
Save an agent and try it for free first. Switch it on buys everything your saved agents need in one purchase, and lets go of unused agents of the other package.
AI Analyst
Ask anything about your customers, deals and invoices.
$29.99per month
One system at $29.99 each
7 day free trial, once per account.
- Reads and searches one system
- Notes, activities, stages and custom fields
- You choose what it may see
- ChatGPT and Claude included
AI Agent
Also gets the work done: changes records once you approve.
$49.99per month
One system at $49.99 each
7 day free trial, once per account.
- Everything in AI Analyst, for one system
- Changes and creates records
- Every change shown first, risky ones approved by you
- A change log, with undo
Set up your Pipedrive agent yourself
Nothing to request. Connect Pipedrive in CRM Connector, choose what the assistant may do and save it. Try it for free in ChatGPT or Claude, then switch it on when you are ready.
- Step 1
Set up your Pipedrive agent
Connect Pipedrive in CRM Connector, or plan it in ChatGPT or Claude, and choose what it may do. Once saved, it reads up to 100 records and makes up to 25 changes for free.
- Step 2
Connect ChatGPT or Claude
Right after saving, CRM Connector helps you add it and shows when it is connected. Planned it in the chat? You go back to that chat.
- Step 3
Ask, and approve a first automation
Ask a first question in the chat. With AI Agent, approve a first automation there with a yes. Rules that message your customers you approve in CRM Connector.
- Step 4
Switch it on
One purchase covers everything your saved agents need. 7 day free trial, once per account. Approved automations start at once.
FAQ
Questions about the Pipedrive agent?
The answers about Pipedrive. What every AI agent shares is on the AI Agents page.
Yes. CRM Connector is an MCP server with an AI agent for Pipedrive, in both ChatGPT and Claude. It is open to every account, so you can set it up today.
Open the setup in CRM Connector, or plan the agent in ChatGPT or Claude and follow the link:
- Sign in to Pipedrive, which needs no subscription, choose what the assistant may do and save it
- Connect ChatGPT or Claude, which CRM Connector helps you do right after saving
- Try it for free: read up to 100 records and make up to 25 changes in the chat
- With AI Agent, approve a first automation in the chat
- Switch it on: one purchase for everything your saved agents need
Yes. The assistant reads and updates leads in your leads inbox like deals, and with AI Agent turns a lead into a deal after your click on a CRM Connector page.
Soon. Logging calls and meetings, and adding tasks, are coming as soon as possible. Until then the assistant can add what was said as a note on the right person or deal.
Yes. AI Analyst only reads, and with AI Agent you still choose per record type whether the assistant may change anything.
For example:
- When a deal is won, add a note to start onboarding
- When a deal moves to a stage, add a label
- When a new person comes in, give them an owner
You approve a rule once, and it runs by itself after that. Rules that add tasks are coming soon.
A monthly fee for this company: AI Analyst $29.99 or AI Agent $49.99. Billed yearly you pay ten months. There is a 7 day free trial, once per account.
Saving an agent is free. Read up to 100 records and make up to 25 changes for free before you switch it on.
No. AI Agents works with or without a CRM Connector sync plan. If you also sync Pipedrive with your books, the assistant finds the same customer in both.