MetaPipe MCP · for Pipedrive
Your AI — the one you already pay for — handles your Pipedrive so you can fully focus on sales. Data entry, follow-ups, prioritisation, cleanup, quotes: it does the admin, you do the selling. No tutorials, no YouTube binge, no consultant on retainer.
🏆 Built by metawork.studio. Certified Pipedrive Authorized Partner — running Pipedrive for clients since 2016.
Built for two people
Most «AI for sales» tools assume you'll learn a new interface. MetaPipe assumes you're busy and need shit to be done. The AI is already on your screen, and the CRM should just do what you ask in plain convo.
For reps + founder-sellers
For sales directors + founders managing a team
Try saying this to your AI
Plain English. No field names, no IDs, no clicking around. Your AI handles the Pipedrive end, you keep selling.
"What's on my plate today?"
7 things. 3 stalling deals to nudge, 4 emails waiting on a reply, 2 quotes to send. Want me to draft the email replies?
"What stalling deals need my immediate attention?"
Acme ($48k, untouched 18 days), Nordwind ($22k, demo never followed up), Globex ($110k, decision-maker went quiet two weeks ago). Pulling the last conversation on each.
"Pull all the leads I need to reach out to today, then draft a personalised first-touch email for each one."
11 leads on today's list. Wrote a first-touch email for each — referenced the role, the company, and the angle from the source. Want to review before I queue them?
"Write a quote for Acme: 50 Pro seats, annual, 15% discount."
Done. €54,000 list, €45,900 after 15%. Filed under the Acme deal, attached to the existing thread with their procurement lead. Ready to send when you say go.
Everything it handles
There's no feature menu to learn — just things you can ask for, in plain words. Here's the range of what MetaPipe takes off your plate.
Full, hands-off configuration so you can onboard yourself — pipelines, stages, fields, automations, built to spec the moment you ask.
Pull exactly what you need out of Pipedrive and push exactly what you want back in — in plain language, no exports, no filters to build.
Hand it a messy spreadsheet and it maps the columns, cleans the values, and files every record where it belongs.
Keep the CRM tidy as you work — fix fields, fill gaps, reshape records — all on request, never by hand.
Ask for something and MetaPipe does the technical part the way we would do it for you. Right the first time.
A 30-second morning briefing from your real pipeline: what is stalling, who is waiting, what to send today.
Funnels, forecasts, win/loss, leaderboards — answered in chat, never built by hand in the CRM.
Pull lookalike leads from Apollo, craft sharp first-touch emails, and update the CRM — without ever opening it.
The progress you make in conversation lands back in Pipedrive as tasks, activities and projects automatically.
Roll out a sales campaign across your pipeline right where you are already typing.
A dedicated workspace that finds and merges duplicates fast. Fully GDPR compliant: your data never leaves your browser or reaches AI.
We constantly update the functionality and playbooks. Any update to Pipedrive, any change in their API, anything we add that simplifies and boosts productivity is included in free updates to your license.
The number that matters
~5h → 30min
per sales rep, per week, on CRM admin
The average rep loses about five hours a week updating Pipedrive. Logging activities, copying notes, chasing overlooked leads, figuring out the UI, cleaning up overdues, trying to find most important things. MetaPipe gives most of that time back, because the AI you already use can do it in seconds when asked.
For a team of five, that's roughly a full extra selling day per rep, every week. That's the headline. Everything else on this page is just how.
The strongest model you already pay for
Pipedrive's built-in AI assistant is one model, locked down, averaged to do things a certain way, no choice. MetaPipe is the other way round: it plugs into whichever AI you already use and pay for — Claude, ChatGPT, Gemini, Copilot, or any MCP-compatible client. When your AI upgrades to the next model, your CRM gets smarter the same day. No vendor lock-in to a model your sales team didn't pick.
Under the hood, every common Pipedrive action is covered — from first-time setup to quotes to dedup to pipeline forecasts. You don't need to learn any of it. You just talk.
Setup
No code. No agency call. No consultant on retainer.
Pick a plan below and check out. 7 days free, cancel anytime.
In Claude, ChatGPT, or Gemini, add MetaPipe as a connector. We'll show you exactly where to click — under a minute.
Type connect to my pipedrive, authorize connection, you're done.
Detailed setup
Step-by-step for Claude, ChatGPT, and Gemini — plus Microsoft Copilot and GitHub Copilot.
Works in claude.ai (no install), Claude Desktop, and Cursor — same address, same login.
↓ Download Claude Desktop (optional)Claude.ai requires Pro, Team, or Max for custom connectors. On the free plan? Use Claude Code, Cursor, ChatGPT (Developer Mode), or Gemini CLI instead — same MetaPipe app, no subscription gate.
Pick a plan — see pricing below — and complete checkout.
Open claude.ai → click your profile picture → Settings → Connectors → Add custom connector.
Paste this address into the URL field: https://metapipe.metawork.studio/mcp/
Click Add. A sign-in screen opens — choose Google, Microsoft, or email, using the same address you used at checkout. MetaPipe recognises your license and connects automatically.
First time only: ask MetaPipe to connect your Pipedrive. Type connect my pipedrive and paste your Pipedrive API key when prompted.
Important: this requires the ChatGPT desktop app, not the website. The browser version of ChatGPT doesn’t support tool connections.
↓ Download ChatGPT Desktop (macOS / Windows)Pick a plan — see pricing below — and complete checkout.
Open the ChatGPT desktop app → Settings → scroll to the bottom → enable Developer Mode.
In Settings → Connectors → Add connector. Leave authentication set to OAuth.
Paste this address into the URL field: https://metapipe.metawork.studio/mcp/
Click Connect. A sign-in screen opens — choose Google, Microsoft, or email, using the same address you used at checkout. MetaPipe recognises your license and connects automatically.
First time only: type connect_pipedrive and paste your Pipedrive API key when prompted.
Gemini CLI is Google’s free AI assistant that runs in your computer’s terminal (command line). To use it, you need Node.js installed — it’s free and takes 2 minutes.
Pick a plan — see pricing below. Copy your license key from the confirmation email or your license account page.
Open your terminal (Mac: search «Terminal» in Spotlight · Windows: search «Command Prompt») and run: npm install -g @google/gemini-cli
Open the file ~/.gemini/settings.json in any text editor (create it if it doesn’t exist) and add the following — replacing YOUR_LICENSE_KEY with the key from step 1:
{
"mcpServers": {
"metapipe": {
"httpUrl": "https://metapipe.metawork.studio/mcp/",
"headers": {
"Authorization": "Bearer YOUR_LICENSE_KEY"
}
}
}
} Back in your terminal, type gemini and press Enter. MetaPipe’s tools will be available immediately.
First time only: type connect_pipedrive and paste your Pipedrive API key when prompted.
MetaPipe is a remote MCP server (Streamable HTTP + OAuth 2.1), so it plugs in with just its address and a browser sign-in. Add it in Microsoft Copilot Studio and use it inside your Microsoft 365 Copilot agents.
Heads-up: the consumer Copilot (Windows / copilot.microsoft.com) doesn’t support custom MCP servers — you connect through Copilot Studio.
Pick a plan — see pricing below — and complete checkout.
In Copilot Studio, add a tool, choose Model Context Protocol, and point it at https://metapipe.metawork.studio/mcp/. Sign in with the address you used at checkout, then add the agent to Microsoft 365 Copilot.
First time only: type connect_pipedrive and paste your Pipedrive API key when prompted.
MetaPipe is a remote MCP server (Streamable HTTP + OAuth 2.1), so it connects with just its address and a browser sign-in. Use it in GitHub Copilot agent mode inside VS Code or Visual Studio.
Pick a plan — see pricing below — and complete checkout.
In VS Code, open Copilot → Agent mode → Add MCP server and point it at https://metapipe.metawork.studio/mcp/. Sign in with the address you used at checkout.
First time only: type connect_pipedrive and paste your Pipedrive API key when prompted.
Pricing
One afternoon of senior Pipedrive work runs $500+. MetaPipe runs your account every day, inside the AI you already use. 7-day free trial on both plans. No setup fees. Cancel anytime.
Single user
$€3929/mo
billed monthly billed annually — save 26%
Team
$€2922/seat/mo
billed monthly billed annually — save 24%
Changelog
Every license includes future additions — no tier upgrade, no extra invoice. Recent-first.
Attaching a file to a deal, person, or organization no longer crawls on anything larger than a tiny document. Hand your AI a link to the file — a Google Drive or Dropbox 'anyone with the link' URL, or any public/signed link — and MetaPipe fetches it and attaches it directly, so the file never has to stream through the AI. Small files dropped straight into chat still work as before. Ask 'how should I upload files?' to see the fastest path for your setup.
Big imports now start with a clean-up pass. Drop your contacts, organizations, or deals sheet into the dedup tool and it tidies and de-duplicates the rows for you — matching exact first, then fuzzy, and ignoring legal suffixes and industry boilerplate when it compares — then hands back an import-ready CSV with your original columns intact: the winning record kept, absorbed duplicates removed. The method is built into the playbook too — ask your AI to plan an import and it steers large files through clean-then-import, counting rows in vs. out so nothing is silently lost.
Ask your AI to design a pipeline, model custom fields, plan an import, or run any task the Metawork method covers, and it now follows a documented playbook instead of improvising. pd_playbook() lists the topics (import · pipeline_design · custom_fields · filters · activities · data_safety · crm_choice · tools); pd_playbook(topic) returns the full method. Field-group hygiene is baked in — it checks existing field groups and asks where to file before creating anything.
New pd_create_pipeline, pd_update_pipeline, pd_create_stage, and pd_update_stage tools — stand up a new pipeline or reshape its stages without leaving the chat. Guard-railed by the method: a stage can't be deleted out from under its deals, and pipelines deactivate rather than delete.
pd_create_filter and pd_list_filters let your AI build and reuse Pipedrive saved filters, including multi-group OR logic and conditions on address components (postal code, city, country) that aren't first-class fields. A new filters topic in the playbook documents the address-subfield gotcha so conditions actually match instead of silently returning nothing.
pd_deals_summary rolls open / won / lost value, counts, and movement into a single answer, and the daily-briefing and forecast tools now assemble their data in one round-trip instead of many. «How's the pipeline looking?» returns in seconds.
Pipedrive API v2 search plus new reads and writes for followers, note comments, and field metadata. Destructive operations stay on the no-DELETE path — they route through pd_deletion_recipe, never raw deletes — so your AI can act on more of Pipedrive without falling back to the UI.
Listings and reports used to stop at a hidden 500 / 5000-row ceiling, so «all lost deals this year» could quietly under-count. They now exhaust every page — the totals you get back are the real ones.
pd_create_activity now refuses to create a loose task: every call, meeting, or to-do must anchor to a deal, lead, or project, plus the person or organization it involves. Stops activities from landing where no one will ever see them again.
The dedup queue is for long work — matching takes minutes, triage can take days, and the tab tends to stay open across breaks. Sessions are now a 5-day sliding window (any activity extends them) instead of a 15-minute hard cap. On top of that, the page transparently re-mints the session token if the server returns 401 — so a deploy restart or a long break no longer ends with "Session token expired" the moment you click merge.
When you connect by pasting your Pipedrive personal token directly into the dedup page (instead of going through pd_dedup), the SPA now mints a server-side session token automatically. Practical impact: merges no longer fail with "Missing session token", and the new settings UI (visible fields, match rules, audit log, export/import) shows up. Settings persist per-token, so reconnecting with the same token brings your configuration back.
When a cluster has more records (or more visible fields) than fit on screen, the comparison table now scrolls horizontally instead of squeezing columns. The field-label column on the left stays sticky as you scroll so you don't lose context.
Save a snapshot of your dedup configuration to JSON and roll back at any time — Export downloads the full license doc (team defaults + everyone's personal overrides), Import replaces it atomically with the same validation a normal save uses. The new Audit log tab records the last 50 changes (who, when, which scope, which fields) so it's easy to spot when a teammate changed something that affects everyone's queue. Import is recorded in the log too.
Each discriminator / identifier / soft signal can carry an optional condition that gates when it fires: minimum value length, non-empty, or a regex pattern (case-insensitive full match). Useful for rules like «treat customer_number as a discriminator only when it's at least 5 chars» or «promote to definite if both VAT IDs match DE.+». Backward compatible — existing rules without conditions keep working unchanged.
Team-license members can now keep their own visible-field choices and match rules separate from the team defaults without forking the whole config. The settings modal grows a Team / Personal toggle: edit team defaults in the Team scope (everyone sees the change), or build a personal layer in the Personal scope that overrides the team field-by-field per entity. A Reset to team default button cleans up overrides you no longer want. Solo licenses don't see the toggle — there's no team to override.
Every team works the dedup queue differently — some live by VAT number, some by customer ID, some only ever look at job title and city. The new ⚙ Fields & rules modal (top of the page, also reachable from any expanded cluster) lets each license decide which fields show in the comparison view per entity, and define three buckets of match rules: discriminators (values differ → not a duplicate, cluster hidden), identifiers (values match → promoted to Definite), and soft signals (contributes to Likely/Possible). Settings are shared across the whole Team license so the queue looks the same for everyone; last-edited-by stamped so you can see who changed what.
Migrated to Pipedrive's brand-new Projects v2 API (shipped 2026-05-21). pd_list_pd_projects gained server-side filters (deal_id, person_id, org_id, phase_id, status) so «projects on the Acme deal» is one round-trip instead of a full-mailbox walk. pd_project_for_deal collapses to a single call. pd_get_pd_project + pd_update_project switched to PATCH with nested custom_fields. New tools: pd_create_project, pd_archive_project, pd_search_projects (full-text), pd_list_archived_projects, pd_get_project_changelog, pd_get_project_permitted_users — plus boards (list/get/create/update), phases (list/get/create/update), and project templates (list/get). pd_list_pd_project_activities + pd_list_pd_project_plan intentionally stay on v1 — Pipedrive's v2 doesn't cover those reads yet. Delete-project is not exposed as a tool by design; use pd_deletion_recipe for destructive ops.
«Brief me on Acme», «what happened with the Smith deal», «catch me up on this lead» — pd_summarize gathers everything your AI needs to compose a coherent recap in a single tool call: entity context, activities (open + done), notes, emails, files, and (in broad scope) the history attached to the linked contact and organisation. Asks you up-front whether you want narrow (just the entity) or broad (linked records too), and recent (past 6 months) or all-history — the AI can't silently pick for you, so the recap matches what you actually wanted.
pd_list_persons, pd_get_person, pd_list_orgs, pd_get_org, pd_list_leads, pd_get_lead, pd_list_deals, pd_get_deal now include a resolved custom_fields list by default — labels and option values from /personFields, /organizationFields, /leadFields, /dealFields are joined onto each record so the 40-character hex hashes don't leak into your AI's view. /…Fields metadata is cached 5 minutes per tenant, so this is O(1) extra requests regardless of `limit`. Opt out per call with include_custom_fields=False if you only need standard fields.
The settings.json snippet on this page used `httpTransport` which Gemini CLI doesn't recognise; the canonical shape is a top-level `httpUrl` + `headers`. Anyone who copied the old snippet would have seen «MCP server failed to connect» — apologies. The corrected snippet is below in the Gemini CLI tab and an end-to-end step-by-step guide is published on the MetaPipe YouTrack as MPIPE-54.
Large dedup runs no longer require the browser tab to stay open. Clicking «Merge this group» or «Merge selected» now hands the work off to the server — only the IDs travel, never the record content. You can close your laptop, the lid will keep merging. The dedup tab shows live progress and reattaches automatically when you come back. Job files hold only the merge plan (entity type + survivor + loser IDs) and your already-resolved API token; they auto-delete 24 hours after the job finishes so credentials don't linger on disk. Works on both MetaPipe (Pipedrive) and MetaHub (HubSpot).
«Find emails from Acme last quarter that had attachments.» «Anything unread from David this week?» «Threads mentioning the renewal terms.» MetaPipe now does all of these. pd_list_email_threads gained since / until / from_email / to_email / subject_contains / has_attachments / unread_only filters, with smart pagination that early-terminates at the date boundary — so «last year» finishes in seconds instead of timing out. New pd_search_emails tool runs free-text search across subject + snippet by default, or full message bodies with parallel fetches when you opt in. Nothing is cached: every call walks Pipedrive live.
MetaPipe is now an authenticator-only app in the Pipedrive Marketplace. Install from your Pipedrive sidebar → OAuth → lands at your MetaPipe dashboard (if you have a license) or the pricing page with email pre-filled (if you don't). No marketplace bloat — install gives you the URL + Bearer token to drop into Claude / ChatGPT / Cursor; the actual tools run from our MCP, not Pipedrive's UI.
pd_update_project — Pipedrive's Projects API only accepts PUT for updates (PATCH returns 404), so updates now go through a dedicated tool that handles standard fields plus custom-field hashes, including the «_currency» companion key for monetary fields. pd_confirm_scope — verify the active Pipedrive account before destructive writes when you've switched accounts via pd_use_account; refuses with a clear warning if the active slot has silently reset to the env default. No-op for single-account callers, so no friction outside team mode.
Two refinements based on real-account testing: (1) same name or same domain at different addresses (different country, city, or street) is treated as a group / branch offices and skipped — those aren’t duplicates. (2) Shift-click on a cluster checkbox selects every row between it and the previously-clicked one, the way every list UI works.
Pipedrive doesn’t expose Sequences via REST. When you ask the AI to «add this lead to my onboarding sequence» or «build a drip campaign», this tool returns the two real options: (1) create + enroll manually in the Pipedrive UI, or (2) set up a Workflow Automation that auto-enrolls records tagged with a marker label / custom field — the AI then handles the tagging. No fake APIs, no guesswork.
Ask your AI to summarize a deal, lead, contact, organization, or project — it pulls activities, notes, emails, files (and for broad scope, the linked contact + org history) and composes a recap covering what happened, what was discussed, outstanding next steps, and accomplishments. The tool asks first: narrow vs broad (many teams attach activities to the contact, not the deal), and recent (6 months) vs all-history.
A hosted browser tool finds duplicate persons, organizations, and leads in your Pipedrive. Fuzzy name matching with Levenshtein gating, E.164 phone normalization, marketplace + social-host blocklists, Pipedrive-aware BCC handling. Data never leaves your browser — analysis runs locally, merges call Pipedrive directly. Decisions persist across re-pulls, so groups you skipped or flagged don’t reappear.
Added pd_pipeline_funnel, pd_pipeline_forecast, pd_pipeline_movement, pd_activity_report, pd_conversion_report, pd_won_deals_report, pd_lost_deals_report, pd_new_leads_report, pd_stale_deals, pd_user_leaderboard. Ask your AI for any common Pipedrive report by name.
Same codebase, two deployments. Pipedrive tools live at metapipe.metawork.studio, HubSpot at metahub.metawork.studio. Buy what you need, no bundle pressure. Internal split via METAPIPE_SCOPE.
Drop MetaPipe into ~/.gemini/settings.json with a Bearer token. Same tool surface as the Claude + ChatGPT paths.
OAuth flow in ChatGPT Settings → Connectors. Email match against your checkout account; no separate token.
pd_get_field_visibility / pd_set_field_visibility — read and control which Pipedrive v2 custom fields are exposed per object. Useful when an account has a 200+ field schema and you want the AI to focus on a working subset.
pd_get_pd_project, pd_list_pd_project_activities, pd_list_pd_project_plan, pd_list_pd_project_tasks, pd_project_for_deal. AI can now operate the new Projects module alongside deals.
MetaPipe split off the studio’s internal brain MCP into its own multi-tenant, scope-gated package. Portal-token licensing for retainer clients, dedicated subdomain, opinionated tool surface — designed to be sold, not just used internally.
pd_propose_deal_from_email, pd_file_email, pd_create_deal_from_email. Forward a thread and your AI drafts a deal with title, value, expected close — one confirmation away from the pipeline.
Initial launch — 80 core tools across deals, leads, contacts, organizations, activities, products, fields, pipelines, stages.
The AI you already pay for, doing the CRM work you'd rather not. 7 days free, less than a day of consulting per month after that, cancel any time.
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