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Pipedrive MCP

Get your personal AI data analyst for Pipedrive CRM with the Coupler.io MCP server. Ask AI to analyze your sales pipeline, track deal performance, and generate insights for accelerated revenue growth.

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Why to use the Pipedrive MCP

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Use case 1

Analyze deal progression by asking AI to identify bottlenecks in your sales funnel and highlight opportunities that need immediate attention from your team.

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Use case 2

Generate lead qualification reports by requesting AI to evaluate lead sources, conversion rates, and identify the most promising prospects for your sales efforts.

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Use case 3

Monitor sales team performance by having AI compare activity levels, call volumes, and deal closure rates across different sales representatives and territories.

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Use case 4

Track product performance by asking AI to analyze which products generate the highest revenue and identify cross-selling opportunities within your customer base.

What data you can get with the Pipedrive MCP

  • Deals
  • Leads
  • Persons
  • Organizations
  • Activities
  • Call Logs
  • Products

How does MCP work?

1

Step #1

Set up a data flow in Coupler.io by connecting your Pipedrive CRM.

2

Step #2

Proceed to the MCP Server page in Coupler.io and follow the instructions there.

3

Step #3

Ask AI about your Pipedrive CRM - get insights, reports, trends, or charts just by typing your question.

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    Frequently asked questions
    The Coupler.io MCP (Model Context Protocol) server functions as a connection layer between your business data sources and AI assistants. Rather than manual data exports or building complicated dashboards, you can have direct conversations with your Pipedrive information through Claude AI. This creates a seamless experience where your CRM data becomes instantly queryable through natural language, enabling faster decision-making and deeper insights without technical barriers.
    Coupler.io MCP integrates with any of over 70 data sources available on the platform, including sales-focused tools like Pipedrive, HubSpot, and Salesforce, alongside marketing platforms such as Google Ads, Facebook Ads, and LinkedIn Ads. The platform also supports Google Analytics, Shopify, Excel, Google Sheets, BigQuery, Airtable, and many others. This extensive integration library expands continuously as new data sources become available?
    No technical skills or complex query languages are needed to interact with your data. The setup process is designed to be user-friendly with simple configuration steps. You need to be on at least the Professional plan and have data flows configured in Coupler.io. You can then talk to your data naturally without needing to learn SQL or complex technical skills.
    Security is maintained through personal access tokens that you exclusively generate within the Coupler.io platform. Your CRM data remains completely private unless you choose to share these tokens. The AI receives processed insights rather than raw individual records, and your sales data is never used for training AI models. Coupler.io employs robust security protocols to protect your information from unauthorized access, data breaches, and privacy violations. Your Pipedrive data stays secure and under your complete control.
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