Pipedrive

Checks the status of a lead-to-deal conversion job. Returns current state (not_started, running, completed, failed, rejected) and deal ID if completed. Use this to monitor conversion progress.

getLeadConversionStatus

Returns the calling user, pipelines with their stages, custom field keys for deals/persons/organizations/products/activities, and the list of other company users in one call. Call this before filling in pipeline IDs, stage IDs, custom field keys, or user/account details instead of guessing or asking the user.

getAccountContext

Retrieves a list of all activities (calls, meetings, tasks, emails, etc.) with their subjects, due dates, types, and linked deals/persons. Filter by user_id, deal_id, type, or done status to narrow results. ⚠️ HIGH COST (20 tokens): Always apply filters when you know the entity or date range.

getActivities

Retrieves a list of all active (non-archived) deals in the system. Use this to get current deals with their titles, values, stages, and associated contacts. ⚠️ HIGH COST (20 tokens): Use filtering parameters to limit results when possible.

getDeals

Returns a paginated list of non-archived leads sorted by creation time. Use `limit`/`start` for pagination. ⚠️ HIGH COST: apply filters (owner, archived status) when possible to narrow results.

getLeads

List all mail messages inside a specific mail thread (i.e. the full conversation), given the thread's ID. Use this after getMailThreads/getMailThread to read an entire email conversation rather than a single message.

getMailThreadMessages

Retrieves a list of all notes across deals, persons, organizations, and leads. Filter by entity (deal_id, person_id, org_id, lead_id), user, date range, or pinned status. ⚠️ HIGH COST (20 tokens): Use filtering parameters to limit results when possible.

getNotes

Retrieves a list of all companies/organizations in the system with their names, addresses, and associated contacts. Use this to get an overview of all organizations. ⚠️ HIGH COST (20 tokens): Use filtering parameters to limit results when possible.

getOrganizations

Retrieves a paginated list of persons (contacts), filterable by organization, linked deal, owner, and update time. Use for contact lists, reporting, or finding all people linked to an organization/deal — narrow with org_id (from getOrganization/searchOrganization) or deal_id (from getDeal/searchDeals). Prefer this or searchPersons over looping getPerson by ID.

getPersons

Lists all variations of a specific product, such as size or color options, with their names and prices. Use this to see the variants available for a product.

getProductVariations

Retrieves a list of all products in the inventory with their names, prices, codes, and visibility settings. Use this to get an overview of the product catalog. ⚠️ HIGH COST (20 tokens): Use filtering parameters to limit results when possible.

getProducts

Retrieves all pipeline stages with their names, pipeline assignments, and order. Filter by pipeline_id to get stages for a specific pipeline. Use this to look up valid stage IDs before creating or updating deals.

getStages

Retrieves product attachments across multiple deals in a single call, including quantities, prices, discounts, and totals for each deal-product line item. Filter by deal_ids to scope results. ⚠️ HIGH COST (20 tokens): Prefer getDealProducts when you only need one deal's products.

getDealsProducts

Lists deals that have a specific product attached, including deal title, value, and stage. Use this to see where a product is being sold.

getProductDeals

Retrieves complete details of a specific deal by ID, including value, stage, win probability, associated person/organization, and custom fields. Prefer this over getDeals when you have the deal ID.

getDeal

Retrieves complete details of a specific organization by ID, including address, associated persons, open deals, and custom fields. Prefer this over getOrganizations when you have the organization ID.

getOrganization

Retrieves complete details of a specific contact person by ID, including emails, phones, organization, linked deals, and custom fields. Prefer this over getPersons when you have the person ID.

getPerson

Retrieves complete details of a specific activity by ID, including type, subject, due date, duration, participants, and linked deal/person/organization. Prefer this over getActivities when you have the activity ID.

getActivity

Retrieves the image of a specific product. Returned URLs are temporary and expire after 7 days, so re-fetch this when you need the image again later.

getProductImage

List mail threads in a given mailbox folder (inbox, drafts, sent, or archive), ordered by most recent message, with pagination. Use this to browse or page through the user's mailbox. Each thread returned is a summary; fetch an individual thread with getMailThread or its messages with getMailThreadMessages for full detail.

getMailThreads

Returns full details of a specific lead by ID, including title, value, expected close date, and linked person/organization. Prefer this over getLeads when you have the lead ID.

getLead

Fetch a single mail message by its ID, including sender/recipients, subject, timestamps, and (optionally) the full body. Use this when you already have one specific mail message ID — e.g. from a thread's message list or from a deal/person/organization's mail messages — and need its full content. Do not call this in a loop to fetch many messages one by one; for browsing a mailbox or a contact's email history, use getMailThreads, getMailThreadMessages, or the entity-scoped mail message tools instead, which return multiple messages in a single call.

getMailMessage

Fetch a single mail thread by its ID, including its metadata (folder, read/archived/shared flags, and any linked deal or lead). Use this when you already have one specific thread ID — e.g. from getMailThreads — and need its details before deciding to update it (updateMailThreadDetails) or read its messages (getMailThreadMessages). Do not call this in a loop over many thread IDs just to browse a mailbox; use getMailThreads for that instead.

getMailThread

Retrieves the full content and metadata of a specific note by its ID. Use this when you have the note ID and need its HTML content, author, timestamps, or associated entity details.

getNote

Retrieves complete details of a specific product by ID, including prices, code, and custom fields. Prefer this over getProducts when you have the product ID.

getProduct

Retrieves details of a specific pipeline stage by ID, including name, pipeline, order, and win probability threshold. Prefer this over getStages when you have the stage ID.

getStage

Lists files attached to a specific product, including file name, type, and size. Use this to see documents or images linked to a product.

getProductFiles

List mail messages associated with a specific deal, with pagination and an option to include full message bodies. Use this to review the email communication history tied to a deal — e.g. before following up or summarizing deal activity — without having to search the mailbox manually. Find the deal ID first with getDeal or searchDeals.

getDealMailMessages

List mail messages associated with a specific person, with pagination and an option to include full message bodies. Use this to review the email communication history with an individual contact — e.g. before reaching out, to summarize past correspondence. Find the person ID first with getPerson or searchPersons.

getPersonMailMessages

List mail messages associated with a specific organization, with pagination and an option to include full message bodies. Use this to review email communication history tied to an organization — useful for understanding overall relationship context across all contacts and deals at that company. Find the organization ID first with getOrganization or searchOrganization.

getOrganizationMailMessages

Lists products associated with a specific person, including deal and purchase details for each. Use this to see what a contact has bought or been offered.

getPersonProducts

Lists the products attached to a specific deal, including quantity, item price, discount, and tax for each line item. Use this to review or total up a deal's product list.

getDealProducts

Full-text search across deal titles, notes, and custom fields, with exact-match and field-specific options. The primary way to find a deal (and its ID) by name/content rather than browsing getDeals; can be filtered by person_id or organization_id (from getPerson/searchPersons or getOrganization/searchOrganization) or by status (open/won/lost). IMPORTANT: Provide search terms as plain text, without URL encoding. The tool handles encoding internally.

searchDeals

Searches for leads by title, notes, or custom field values. Results can be filtered by associated person or organization. Use this to find specific leads when you don't have the lead ID. ⚠️ VERY HIGH COST (40 tokens): Only use when targeted search is needed - prefer direct retrieval if you have an ID.

searchLeads

Searches for organizations by name, address, notes, or custom field values. Use this to find specific companies when you don't have the organization ID. ⚠️ VERY HIGH COST (40 tokens): Only use when targeted search is needed - prefer getOrganization if you have an ID.

searchOrganization

Full-text search for persons by name, email, phone, notes, or custom fields, with exact-match and field-specific options. The primary way to find a specific person (and their ID) by identifying details rather than browsing getPersons; can be filtered by organization_id (from getOrganization/searchOrganization). IMPORTANT: Provide search terms as plain text, without URL encoding. The tool handles encoding internally.

searchPersons

Searches for products by name, code, or custom field values. Use this to find a specific product when you don't have its ID. ⚠️ VERY HIGH COST (40 tokens): Only use when targeted search is needed - prefer getProduct if you have an ID.

searchProducts

Modifies an existing deal's properties such as title, value, stage_id, expected_close_date, or custom fields. Set status to 'won' or 'lost' to close a deal. Use this to progress deals through the pipeline or record outcomes.

updateDeal

Updates one or more properties of a lead. Only fields included in the request are changed. Send `null` to clear a field (e.g. `value`, `person_id`, `organization_id`).

updateLead

Modifies the HTML content or pinned status of an existing note. Use this to edit a note's text or change whether it is pinned to its associated deal, person, organization, or lead.

updateNote