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MetaPipe MCP · for Pipedrive

Sell more. Maintain less.

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.

Start 30-day free trial See pricing

Built by metawork.studio. Certified Pipedrive Authorized Partner — running Pipedrive for clients since 2016.

Claude · MetaPipe connected
▸ what's on my plate today?
3 stalling deals to nudge.
4 emails waiting on a reply.
2 quotes to send out — Acme + Nordwind.
Want me to draft the replies?
The way sales reps already talk. The way AI should already work.

~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.

Works with the AI you already use

  • ClaudeClaude
  • ChatGPTChatGPT
  • GeminiGemini
  • Microsoft CopilotMicrosoft Copilot
  • GitHub CopilotGitHub Copilot

Built for two people

Sell. Or run the people who sell. Either way, the CRM stops being your job.

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

Stop maintaining your CRM. Sell.

  • The data entry, the follow-ups, the cleanup — your AI does them while you're on the phone.
  • No tutorials, no YouTube binge. You already know how to talk to Claude / ChatGPT. That's the whole interface.
  • Draft personalised first-touch emails in seconds — straight from the lead, the role, the source.
  • Quotes, notes, activity logs, deal updates — dictated, not typed.

For sales directors + founders managing a team

Set the strategy in conversation. Watch it land in real time.

  • Daily + weekly briefings — who closed what, who's stalling, where pipeline is leaking.
  • Live stats on demand — no dashboard hunt, no «can someone pull me a report».
  • Pipeline forecasts that update themselves — and a forecast you can interrogate, not just read.
  • Coaching signal — see who's flying, who's stuck, and where you'd want to step in.

Try saying this to your AI

Four sentences. Four jobs done.

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

One assistant. Your whole Pipedrive.

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.

  • Set up Pipedrive from scratch

    Full, hands-off configuration so you can onboard yourself — pipelines, stages, fields, automations, built to spec the moment you ask.

  • Get data in and out

    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.

  • Smart import

    Hand it a messy spreadsheet and it maps the columns, cleans the values, and files every record where it belongs.

  • Smart data management

    Keep the CRM tidy as you work — fix fields, fill gaps, reshape records — all on request, never by hand.

  • Our Pipedrive expertise, baked in

    Ask for something and MetaPipe does the technical part the way we would do it for you. Right the first time.

  • Your daily agenda

    A 30-second morning briefing from your real pipeline: what is stalling, who is waiting, what to send today.

  • Stats + reports on demand

    Funnels, forecasts, win/loss, leaderboards — answered in chat, never built by hand in the CRM.

  • Enrich + reach out

    Pull lookalike leads from Apollo, craft sharp first-touch emails, and update the CRM — without ever opening it.

  • Chat becomes CRM work

    The progress you make in conversation lands back in Pipedrive as tasks, activities and projects automatically.

  • Launch campaigns from chat

    Roll out a sales campaign across your pipeline right where you are already typing.

  • Powerful deduplication

    A dedicated workspace that finds and merges duplicates fast. Fully GDPR compliant: your data never leaves your browser or reaches AI.

  • Weekly updates

    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.

Setup

Three steps. Five minutes.

No code. No agency call. No consultant on retainer.

  1. 1
    Start a free trial

    Pick a plan below and check out. 30 days free, cancel anytime.

  2. 2
    Paste one address into your AI

    In Claude, ChatGPT, or Gemini, add MetaPipe as a connector. We'll show you exactly where to click — under a minute.

  3. 3
    Connect your Pipedrive

    Type connect to my pipedrive, authorize connection, you're done.

Pick the AI you already use.

Detailed setup

Detailed setup

Pick the AI you already use.

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.

  1. 1

    Pick a plan — see pricing below — and complete checkout.

  2. 2

    Open claude.ai → click your profile picture → Settings → Connectors → Add custom connector.

  3. 3

    Paste this address into the URL field: https://metapipe.metawork.studio/mcp/

  4. 4

    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.

  5. 5

    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)
  1. 1

    Pick a plan — see pricing below — and complete checkout.

  2. 2

    Open the ChatGPT desktop app → Settings → scroll to the bottom → enable Developer Mode.

  3. 3

    In Settings → Connectors → Add connector. Leave authentication set to OAuth.

  4. 4

    Paste this address into the URL field: https://metapipe.metawork.studio/mcp/

  5. 5

    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.

  6. 6

    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.

↓ Download Node.js (free) ↗ Gemini CLI on GitHub
  1. 1

    Pick a plan — see pricing below. Copy your license key from the confirmation email or your license account page.

  2. 2

    Open your terminal (Mac: search «Terminal» in Spotlight · Windows: search «Command Prompt») and run: npm install -g @google/gemini-cli

  3. 3

    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"
      }
    }
  }
}
  4. 4

    Back in your terminal, type gemini and press Enter. MetaPipe’s tools will be available immediately.

  5. 5

    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.

  1. 1

    Pick a plan — see pricing below — and complete checkout.

  2. 2

    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.

  3. 3

    First time only: type connect_pipedrive and paste your Pipedrive API key when prompted.

↗ Full step-by-step on your account page

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.

  1. 1

    Pick a plan — see pricing below — and complete checkout.

  2. 2

    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.

  3. 3

    First time only: type connect_pipedrive and paste your Pipedrive API key when prompted.

↗ Full step-by-step on your account page

Why pay for this

Pipedrive ships its own free MCP now. Here’s where it stops.

Pipedrive’s own MCP is free, first-party, and genuinely fine for basic lookups — we’ll be the first to say so, and it has grown into leads, products, mail, and project shells. We ran it head-to-head against MetaPipe on the same account. Every record still returns custom fields as raw 40-char hash keys (resolvable only via a separate account-context dump) and bare IDs with no Pipedrive links; stages are read-only, project tasks can’t be created, and there’s no reporting, no duplicate cleanup, no guardrails, and one account. MetaPipe is the operator layer that starts where the free one ends:

Capability MetaPipePipedrive’s own MCPFree community MCPs
Hosted + one-click sign-in (OAuth) — nothing to install or self-host Yes Yes No self-host + paste API token
Read & write core CRM — deals, people, orgs, leads, activities, notes Yes Yes Partial a few objects
Covers the rest of your Pipedrive — products, projects, files, email, filters, goals, webhooks Yes Partial products, mail & project shells; no project tasks, files, filters, goals or webhooks No
Understands your custom fields — names + option labels, not raw hash keys Yes Partial via separate context lookup; records still use hash keys Partial
Links every record — one click to open it in Pipedrive Yes No bare IDs in payloads, no links No
Builds your CRM from scratch — pipelines, stages, custom fields, filters Yes No stages & fields read-only, no pipeline or filter tools Partial
Automations — Pipedrive exposes no API for them Partial build-ready spec, you click it No No
Reports on demand — funnels, forecasts, win/loss, leaderboards Yes No No
Finds and merges duplicates safely Yes No No
Protects your data — counts before/after, deactivate-not-delete, guided deletes Yes No sends mail & archives unconfirmed; no count or budget checks No raw deletes, no checks
Our Pipedrive method baked in — does it the right way, not just what you literally typed Yes No No
Sales call reviews & coaching from your recorder (Fathom, Fireflies, JustCall, Otter) Yes No No
Automatic inbox sorting (BYOK), email → CRM filing, daily briefing, summaries Yes No No
Runs multiple accounts / clients from one seat Yes No No
First-party, maintained by the CRM vendor Partial we maintain the adapter Yes No mostly solo side-projects
Price from $15/seat/mofreefree

Credit where it’s due: Pipedrive’s own MCP is free, first-party, and genuinely fine for basic lookups and edits on core records. If that’s all you need, use it — we’ll tell you so. MetaPipe earns its price the moment the work gets real: working custom fields without hash keys, reporting, call reviews, automatic inbox sorting, cleaning duplicates, building out the CRM, deleting safely, and running more than one account — none of which the free option does. And if you’re letting an AI work your CRM anyway, guardrails aren’t optional extras.

GDPR & your data

Your CRM data passes through. It doesn't live here.

MetaPipe is built data-minimal by design. We don't keep a copy of your CRM, and the heavy lifting that touches real records runs in your own browser — so GDPR compliance is a side-effect of the architecture, not a checkbox.

  • No CRM database on our side

    Every chat request runs live against your Pipedrive and returns. We don't cache, copy, or warehouse your deals, contacts, or emails. What we do keep is a log of the writes the assistant makes — which tool, which record IDs, when, by whom, and why. Never the record content.

  • Dedup runs in your browser

    The deduplication workspace analyses your records locally, on your machine. When you merge, only the record IDs travel to us to action the merge — never the record content — and those jobs auto-delete within 24 hours.

  • Hosted in the EU

    MetaPipe runs on servers in Germany (Hetzner). We persist four things: your connection credential (encrypted at rest), the email tied to your license, the write log above, and — only if you switch on inbox sorting — the LLM key you supply, encrypted the same way.

  • Your AI, your agreement

    The CRM data your AI reads goes only to the assistant you already chose — Claude, ChatGPT, Gemini, Copilot — under your own provider agreement. MetaPipe adds no AI of its own. The one optional exception is background inbox sorting: you switch it on yourself, it runs on a model and key you supply, so that data goes to your provider under your agreement.

View all security controls

  • No CRM database on our side

    Every chat request runs live against your Pipedrive and returns. We don't cache, copy, or warehouse your deals, contacts, or emails. What we do keep is a log of the writes the assistant makes — which tool, which record IDs, when, by whom, and why. Never the record content.

  • Dedup runs in your browser

    The deduplication workspace analyses your records locally, on your machine. When you merge, only the record IDs travel to us to action the merge — never the record content — and those jobs auto-delete within 24 hours.

  • Hosted in the EU

    MetaPipe runs on servers in Germany (Hetzner). We persist four things: your connection credential (encrypted at rest), the email tied to your license, the write log above, and — only if you switch on inbox sorting — the LLM key you supply, encrypted the same way.

  • Your AI, your agreement

    The CRM data your AI reads goes only to the assistant you already chose — Claude, ChatGPT, Gemini, Copilot — under your own provider agreement. MetaPipe adds no AI of its own. The one optional exception is background inbox sorting: you switch it on yourself, it runs on a model and key you supply, so that data goes to your provider under your agreement.

  • Credentials encrypted at rest

    Your Pipedrive token is encrypted before it touches disk and is never stored in plaintext. It never appears in our logs.

  • Deletes are reversible by default

    Routine deletes archive the record with a 30-day restore window. Permanent deletes and schema removal are separate, explicit actions MetaPipe never runs for you — it hands you the steps, you execute them in your own Pipedrive. Merges are permanent in Pipedrive itself; MetaPipe never runs one you didn't ask for.

  • Your license, your accounts

    A license reaches only the Pipedrive accounts it connected itself, and each chat is bound to one account at a time. Two chats can't bleed into each other, and no license sees another's data.

  • A log of every write

    Every write the assistant makes through MetaPipe — create, update, archive, delete, and dedup merge — is logged per account with the tool, the record IDs, the time, the person, and the reason given. Ask your AI for it any time; it's yours alone.

  • Sub-processors, published

    Hosted on Hetzner (Germany); license & OAuth broker on Vercel/Neon; sign-in via Google/Microsoft; billing via Stripe/PayPal; transactional email via Resend. Your AI vendor is on your agreement, not ours.

  • No SOC 2 or ISO 27001 — yet · Source-available (BSL 1.1 → Apache 2.0)

    We haven't been audited and won't pretend otherwise — everything on this page is specific enough to check instead, and MetaPipe is source-available under the Business Source License 1.1 (converting automatically to Apache 2.0 after four years).

Pricing

Cheaper than the expert you'd hire to do it.

A couple of hours with a Pipedrive specialist costs more than a year of MetaPipe — and MetaPipe runs your account every day, not just the hour you booked. 30-day free trial on both plans. No setup fees. Cancel anytime.

Single user

$€2519/mo

billed monthly billed annually — save 24%

  • 1 license token
  • Every MetaPipe capability included
  • All future capabilities included
  • 30-day free trial
  • Cancel anytime
Start free trial
Most popular

Team

$€1915/seat/mo

billed monthly billed annually — save 21%

  • 5-seat minimum · cheaper per seat than Single
  • Central seat control — you decide who holds a license
  • Every MetaPipe capability included
  • All future capabilities included
  • 30-day free trial
  • Cancel anytime
Start free trial

Changelog

What’s shipped, recently.

Every license includes future additions — no tier upgrade, no extra invoice. Recent-first.

  1. Feature Duplicate products and attach deal products in bulk

    Clone a catalog product with optional field overrides, or attach up to 100 products to a deal in one request.

  2. Feature Activity custom fields

    Activities return custom field names and option labels on get and list. List definitions with pd_fields and write values when logging.

  3. Feature File emails to leads and match senders

    File email threads directly to a lead UUID, and smart filing matches sender emails, scheduler invites and company domains to open leads.

  4. Feature Keep pending work when switching inbox sorting

    Migrate your existing watermark, pending proposals and retries when enabling inbox sorting. Dry runs leave the saved state unchanged.

Show older entries (84 more) ↓ Hide older entries ↑

  1. Milestone Inbox sorting with your own AI account

    Sort email into existing CRM work using your OpenAI, Anthropic or Gemini key. Review proposals for new leads and configure routing per company.

  2. Milestone Call reviews from your own recorder

    pd_review scores a call against our scorecard and tracks repeat mistakes. Transcripts come from your Fathom, Fireflies, JustCall or Otter connector.

  3. Feature A welcome and a place to start

    pd_start shows modes, example prompts and current tools and guides. Your first successful call includes a one-time welcome.

  4. Feature File uploads straight from your shell

    pd_files grant_upload gives a one-time upload URL and curl command. Failed uploads say why and can be rerun. Size is checked against the CRM limit.

  5. Feature Pace choice before large runs

    Before a large run, MetaPipe estimates the API cost against your plan and asks: aggressive, moderate or background. Suggests the file importer when it fits.

  6. Feature Activity fields and counts restored, plus new actions

    Next and last activity, note, file, follower and won/lost counts are back on records. New: project tasks, deal discounts, deal to lead, follower removal.

  7. Fix Deal products fixed, rate limits retried

    Adding or editing a product on a deal works again. Rate limits are retried instead of shown as a login error. Subscription actions point to installments.

  8. Fix Microsoft work account sign-in fixed

    Microsoft sign-in completes. Self-hosted: set MICROSOFT_OAUTH_TENANT_ID for single-tenant apps, METAPIPE_ALLOWED_DOMAINS takes a list.

  9. Fix Smart filing works again

    pd_mail suggest_filing no longer fails, so inbox filing resolves senders to their open projects and deals again.

  10. Fix Project tasks report done, milestone and phase

    Tasks show done, milestone, start date, priority and phase. The phase filter returns only that phase.

  11. Feature More filters for activity lists and search

    List activities by person, organisation, lead or ids, changed since a date, with sorting. Search adds exact match, limits and record scoping.

  12. Feature Activity lists accept a saved filter

    pd_activity list and the activity report take a filter_id. Results match the Pipedrive view in one call.

  13. Improvement Tool catalog cut from 114 to 45

    Related operations merged into action-based tools. Nothing removed. Old tool names are forwarded; reconnect to refresh the catalog.

  14. Fix Self-hosted starts when the database is down

    Service starts degraded, /health returns 503 with the database error, and recovers on its own. Connect timeout set by METAPIPE_DB_CONNECT_TIMEOUT.

  15. Fix Moved to Pipedrive API v2

    All calls on 69 retired v1 endpoints moved to v2, same result shape. Stage and pipeline order can no longer be set via the API.

  16. Feature Field-change webhooks, deal people, task notes

    Webhooks cover line items, Projects and custom-field changes. List every person on a deal in one call. Notes attach to project tasks.

  17. Feature Activity outcomes

    Set outcomes like Connected or No show on calls and meetings. Shown in lists and the activity report, with a reminder when missing.

  18. Fix Tasks with a linked contact work again

    Creating a task, call or meeting with a person attached no longer fails. Changing the contact keeps other participants.

  19. Fix Account switch holds for the next call

    After pd_use_account, the chosen account stays active for the connection. account_token is a documented argument on every tool.

  20. Fix Team members can each connect their own Pipedrive

    Connecting on a team licence gives a one-click link to the licensed company. No slot used. Team members card creates links for teammates.

  21. Improvement Add a Pipedrive API token on your account page

    Paste the token on the account page instead of a chat. It is verified and encrypted. On team licences it is used by everyone.

  22. Improvement Warning when an API token is pasted in chat

    connect_pipedrive warns that a pasted token stays in chat history and suggests rotating it. One-click install is offered first.

  23. Improvement Pasted API token takes priority

    A pasted token is used over the Marketplace app connection. Use disconnect_pipedrive() to drop it. whoami shows which is active.

  24. Fix Clear prompt when Pipedrive needs reinstalling

    Missing all permissions stops with a reinstall link. Missing some: whoami lists them and the affected tools.

  25. Improvement Every answer names its Pipedrive account

    The account field is never empty. With no account picked, it names the default in use. MetaHub reports the same.

  26. Improvement Pinned account survives a reconnect

    Named pointers from metawork_context and pd_use_account get a token, so reconnects no longer fall back to the default account.

  27. Improvement Addresses saved as components, never overwritten

    Address edits merge into existing parts, so changing a postal code keeps the street. Bulk changes are steered to the file importer.

  28. Improvement Confirmation prompts name the account

    Every confirmation and receipt shows which Pipedrive account the write targets.

  29. Improvement whoami reports only Pipedrive

    whoami shows your Pipedrive connection, active account and connected teammates. No HubSpot lines.

  30. Improvement Tool set version reported on every connection

    whoami shows the tool set version and fingerprint. Retired tool names are forwarded or name their replacement.

  31. Improvement Move your licence to a different Pipedrive

    New Connect a different Pipedrive button on the account page. It replaces the current account.

  32. Improvement Solo plans sign in through the browser

    Solo licence keys in config files no longer work. Sign in via browser. Team plans keep licence keys.

  33. Feature Gemini CLI browser sign-in

    Add the server, run /mcp auth metapipe and approve in the browser. No licence key in settings.json.

  34. Feature Add Pipedrive accounts with one click

    Agency licences connect extra accounts via an authorization link. Disconnect per account.

  35. Feature Agency mode: several Pipedrive accounts per licence

    Connect multiple accounts, switch chats with pd_use_account, see all with pd_list_accounts. Each chat keeps its own account.

  36. Improvement Activity log records the account

    metapipe_audit_log entries name the Pipedrive account. Filter with account=.

  37. Feature Dedup supports deals

    Deals join persons, organizations and leads. Deals in the same recurring series are not flagged.

  38. Improvement Dedup manual mode requires sign-in

    Manual API key mode needs an invite link or Google, Microsoft or email sign-in. Merges are attributed in the audit log.

  39. Improvement Activity log retention of two years

    Audit entries older than two years are deleted automatically.

  40. Improvement Deal product discounts save

    Discounts via pd_add_product_to_deal and pd_update_deal_product are stored, as a percentage or fixed amount.

  41. Improvement Audit log includes dedup merges

    Dedup merges are logged with the merged and surviving record.

  42. Feature Activity log for every change

    Every write is logged with its reason, if given. Ask your AI why something changed. All plans.

  43. Feature Convert a lead into a deal

    Uses Pipedrive's conversion and returns the deal link, or a conversion ID for large conversions.

  44. Feature List records by update time, sort, or ID batch

    Deals, contacts, organizations and products filter by last update, sort by created or updated time, and fetch up to 100 IDs.

  45. Improvement Email links open the right message

    Thread and message links open the correct Sales Inbox folder. Individual messages get links too.

  46. Improvement Set single address components

    Set country, postal code, city or street individually on organizations and persons. Works for custom address fields.

  47. Improvement Lead merges keep notes and activities

    Merging duplicate leads moves notes and activities to the kept lead.

  48. Feature Attach files by link

    Share a Google Drive, Dropbox or other public link and MetaPipe attaches the file directly. Faster for large files.

  49. Feature Clean and dedupe spreadsheets before import

    Dedup tool cleans contacts, organizations or deals sheets and returns an import-ready CSV with original columns.

  50. Feature Built-in CRM playbook: pd_playbook

    Documented methods for imports, pipeline design, custom fields, filters and more. Checks field groups before creating fields.

  51. Feature Create and edit pipelines and stages

    New pd_create_pipeline, pd_update_pipeline, pd_create_stage and pd_update_stage. Pipelines deactivate, never delete.

  52. Feature Saved filters with OR groups and address conditions

    pd_create_filter and pd_list_filters support OR groups and postal code, city and country conditions.

  53. Feature pd_deals_summary and faster forecast and briefing

    pd_deals_summary returns open, won and lost value and counts. Forecast and briefing load in one call.

  54. Feature v2 search, followers, note comments, field reads

    Adds API v2 search and read and write for followers, note comments and field metadata. Deletes go through pd_deletion_recipe.

  55. Improvement Reports and lists no longer capped

    Listings and reports fetch every page instead of stopping at 500 or 5000 rows.

  56. Improvement Every activity links to a record

    pd_create_activity requires a deal, lead or project plus the person or organization.

  57. Improvement Dedup sessions last 5 days

    Sessions use a 5-day sliding window and renew on 401, so deploys and breaks don't end them.

  58. Improvement Full dedup features with a manual API key

    Manual token mode gets a session token, so merges and settings work. Settings persist per token.

  59. Improvement Dedup horizontal scroll for wide clusters

    Wide comparison tables scroll horizontally with a sticky field label column.

  60. Feature Dedup settings export, import and audit log

    Export and import settings as JSON. Audit log shows the last 50 changes.

  61. Feature Conditions on dedup match rules

    Rules can require a minimum length, a non-empty value or a regex match. Existing rules unchanged.

  62. Feature Personal overrides for team dedup settings

    Team members can override visible fields and match rules per entity. Reset to team default available.

  63. Feature Dedup visible fields and match rule buckets

    Choose visible fields per entity and set discriminators, identifiers and soft signals. Shared across the team licence.

  64. Feature Projects API v2 coverage

    Server-side project filters. New: create, archive, search, changelog, boards, phases and templates. Project deletion not exposed.

  65. Feature pd_summarize for one-call recaps

    Collects activities, notes, emails and files for deals, leads, persons, orgs and projects. Asks scope and time range first.

  66. Feature Custom fields shown with labels

    Person, org, lead and deal tools return custom fields with labels and option values. Disable with include_custom_fields=False.

  67. Improvement Gemini CLI config snippet fixed

    The snippet uses httpUrl and headers instead of httpTransport, fixing connection failures.

  68. Feature Server-side dedup merge queue

    Merges run on the server, so the tab can close. Progress reattaches. Job files deleted after 24 hours. MetaPipe and MetaHub.

  69. Milestone Mailbox search by date, sender or content

    pd_list_email_threads filters by date, sender, recipient, subject, attachments and unread. New pd_search_emails for full-text search.

  70. Milestone Pipedrive Marketplace one-click install

    Install from Pipedrive to reach your dashboard or pricing page. Tools run from the MCP.

  71. Improvement pd_update_project and pd_confirm_scope

    pd_update_project handles standard and custom fields. pd_confirm_scope checks the active account before destructive writes.

  72. Improvement pd_dedup address gate and shift-click select

    Same name at different addresses is not flagged. Shift-click selects a range of clusters.

  73. Improvement pd_sequence_guide for Sequences

    Pipedrive has no Sequences API. The tool explains manual enrolment or a Workflow Automation using a label.

  74. Feature pd_summarize for entity recaps

    Recaps deals, leads, contacts, organizations or projects from activities, notes, emails and files. Asks scope and time range.

  75. Milestone pd_dedup browser-based deduplication

    Finds duplicate persons, organizations and leads with fuzzy matching and phone normalization. Runs in your browser.

  76. Feature Reporting and forecasting tools

    Funnel, forecast, movement, activity, conversion, won, lost, new leads, stale deals and leaderboard reports.

  77. Milestone MetaPipe and MetaHub split into two products

    Pipedrive at metapipe.metawork.studio, HubSpot at metahub.metawork.studio. Buy separately.

  78. Feature Gemini CLI support

    Drop MetaPipe into ~/.gemini/settings.json with a Bearer token. Same tool surface as the Claude + ChatGPT paths.

  79. Feature ChatGPT Developer Mode connector

    OAuth flow in ChatGPT Settings, Connectors. Email match against your checkout account; no separate token.

  80. Feature Field visibility tools

    pd_get_field_visibility and pd_set_field_visibility control which custom fields the AI sees per object.

  81. Feature Pipedrive Projects tools

    Read projects, tasks, activities and plans, and find the project for a deal.

  82. Milestone Launched as a standalone product

    MetaPipe split from the internal brain MCP into a multi-tenant product with its own subdomain and licensing.

  83. Feature Email to deal pipeline

    pd_propose_deal_from_email, pd_file_email and pd_create_deal_from_email draft a deal from an email thread.

  84. Milestone Public beta on Claude.ai

    80 tools across deals, leads, contacts, organizations, activities, products, fields, pipelines and stages.

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