| name | pipedrive-automation |
| description | Automate Pipedrive CRM operations including deals, contacts, organizations, activities, notes, and pipeline management via Rube MCP (Composio). Always search tools first for current schemas. |
| category | AI & Agents |
| source | antigravity |
| tags | ["api","mcp","ai","automation","workflow","cro"] |
| url | https://github.com/sickn33/antigravity-awesome-skills/tree/main/skills/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.
- Verify Rube MCP is available by confirming
RUBE_SEARCH_TOOLS responds
- Call
RUBE_MANAGE_CONNECTIONS with toolkit pipedrive
- If connection is not ACTIVE, follow the returned auth link to complete Pipedrive OAuth
- 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:
PIPEDRIVE_SEARCH_ORGANIZATIONS - Find existing org to link to the deal [Optional]PIPEDRIVE_ADD_AN_ORGANIZATION - Create organization if none found [Optional]PIPEDRIVE_SEARCH_PERSONS - Find existing contact to link [Optional]PIPEDRIVE_ADD_A_PERSON - Create contact if none found [Optional]PIPEDRIVE_GET_ALL_PIPELINES - Resolve pipeline ID [Prerequisite]PIPEDRIVE_GET_ALL_STAGES - Resolve stage ID within the pipeline [Prerequisite]PIPEDRIVE_ADD_A_DEAL - Create the deal with title, value, org_id, person_id, stage_id [Required]PIPEDRIVE_UPDATE_A_DEAL - Modify deal properties after creation [Optional]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 dealcurrency: 3-letter ISO currency code (e.g., "USD")pipeline_id / stage_id: Numeric IDs for pipeline placementorg_id / person_id: Link to organization and contactstatus: "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:
PIPEDRIVE_SEARCH_PERSONS - Search for existing person by name, email, or phone [Prerequisite]PIPEDRIVE_ADD_A_PERSON - Create new contact if not found [Required]PIPEDRIVE_UPDATE_A_PERSON - Modify existing contact details [Optional]PIPEDRIVE_GET_DETAILS_OF_A_PERSON - Retrieve full contact record [Optional]PIPEDRIVE_SEARCH_ORGANIZATIONS - Search for existing organization [Prerequisite]PIPEDRIVE_ADD_AN_ORGANIZATION - Create new organization if not found [Required]PIPEDRIVE_UPDATE_AN_ORGANIZATION - Modify organization properties [Optional]PIPEDRIVE_GET_DETAILS_OF_AN_ORGANIZATION - Retrieve full org record [Optional]
Key parameters:
name: Required for both person and organization creationemail: Array of objects with value, label, primary fields for personsphone: Array of objects with value, label, primary fields for personsorg_id: Link a person to an organizationvisible_to: 1 = owner only, 3 = entire companyterm: 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": "test@example.com", "label": "work", "primary": true}]
PIPEDRIVE_SEARCH_PERSONS wildcards like * or @ are NOT supported; use PIPEDRIVE_GET_ALL_PERSONS to list all- Deletion via
PIPEDRIVE_DELETE_A_PERSON or PIPEDRIVE_DELETE_AN_ORGANIZATION is soft-delete with 30-day retention, then permanent
3. Schedule and Track Activities
When to use: User wants to create calls, meetings, tasks, or other activities linked to deals, contacts, or organizations.
Tool sequence:
PIPEDRIVE_SEARCH_PERSONS or PIPEDRIVE_GET_DETAILS_OF_A_DEAL - Resolve linked entity IDs [Prerequisite]PIPEDRIVE_ADD_AN_ACTIVITY - Create the activity with subject, type, due date [Required]PIPEDRIVE_UPDATE_AN_ACTIVITY - Modify activity details or mark as done [Optional]PIPEDRIVE_GET_DETAILS_OF_AN_ACTIVITY - Retrieve activity record [Optional]PIPEDRIVE_GET_ALL_ACTIVITIES_ASSIGNED_TO_A_PARTICULAR_USER - List user's activities [Optional]
Key parameters:
