Pipedrive Pj

Read-only MCP server that exposes the Poli Júnior Pipedrive CRM to Claude (Desktop or Code) as composable tools. Built for the four commercial cargos of the PJ: Diretor Executivo, Gerente Comercial de Núcleo, Líder de Outbound, e Coordenador de Negócios.

The MCP focuses strictly on Pipedrive data — listing, filtering, aggregating, fetching individual entities. Meeting transcription, Drive integration, and any write-side workflow are explicitly out of scope (they belong to other, purpose-built MCPs).

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Architecture

mcp-pipedrive-pj/
├── server.py              # FastMCP entrypoint + monkey-patches mcp.tool with observability
├── pipedrive.py           # Async HTTP client: pd() returns body['data']; pd_raw() returns full envelope
├── field_registry.py      # FieldsRegistry: dynamic schema discovery + disk cache (TTL 6h)
├── fields.py              # LEGACY hardcoded hashes/options used only by get_deal_context
├── observability.py       # instrument() decorator → .observability/usage.jsonl per tool call
│
├── tools/
│   ├── list_deals_with_filters.py   # A1 — filtros compostos + include_fields
│   ├── base_gets.py                  # A4 — 7 read tools (person, org, notes, activities, list_*)
│   ├── analytics.py                  # B1/B2/B3 — conversion / lost reasons / owner activity
│   ├── get_deal_context.py           # Legacy CRM briefing (uses fields.py, no transcription)
│   └── find_deals.py                 # Legacy text search (redundant with A1; candidate for removal)
│
├── plans/                 # Per-tool specs (signature, internal flow, error handling)
├── tests/
│   ├── unit/              # respx mocks + mock_registry fixture
│   └── integration/       # Real Pipedrive instance, gated on PIPEDRIVE_API_TOKEN
└── pytest.ini

FieldsRegistry — why it exists

Pipedrive custom fields are addressed by opaque hash keys (6ea1ea74...) and their enum options are numeric IDs. The PJ instance also renames fields, adds options (new núcleo, new sector), and deletes/recreates fields over time.

FieldsRegistry discovers the schema at runtime, caches it in .cache/pipedrive_schema.json (TTL 6h, falls back to stale cache when the API is unreachable), and exposes resolution by human-readable name:

registry.field_key("deal", "Setor da Empresa")      # → hash
registry.option_id("deal", "Etiqueta", "NDados")    # → 32
registry.user_id_by_name("Henrique Romano")         # → 100
registry.serialize_deal(deal, include_fields=[...]) # → human-readable dict

All v1 tools resolve names through the registry. None of them imports from fields.py. The legacy get_deal_context tool still uses fields.py — migration to the registry is a follow-up task (a.k.a. "C5").

Observability

observability.instrument(fn) wraps every registered tool. Each invocation writes one JSON line to .observability/usage.jsonl:

{"timestamp":"2026-06-10T17:23:09.104Z","tool":"list_deals_with_filters","latency_ms":1347,"status":"ok"}

On error:

{"timestamp":"...","tool":"get_person","latency_ms":87,"status":"error","error_type":"ValueError","error_message":"Person not found: 999999"}

Failures during the log write are swallowed silently so they never block the tool's return.

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Tools

Tool	Persona-alvo	What it does
list_deals_with_filters	DE / Gerente / LO / CN	Lista deals com filtros compostos: núcleo, portfólio, canal, setor, CN owner, stage, pipeline, status, período. include_fields controla shape do output.
get_person	todas	Busca pessoa (contato) por ID com include_fields opcional.
get_organization	todas	Busca organização por ID com include_fields opcional.
get_notes	todas	Notas atreladas a um deal / pessoa / org (exatamente um).
get_activities	todas	Atividades (calls, meetings, tasks) atreladas a um deal / pessoa / org. Filtro opcional done.
list_pipelines	todas	Funis configurados no Pipedrive (id + name).
list_stages	todas	Etapas, opcionalmente filtradas por pipeline.
list_users	todas	Usuários do workspace (resolução de nomes de CN/owner).
get_conversion_rates	DE / Gerente	Close-rate e win-rate sobre o conjunto filtrado, com group_by opcional (núcleo, canal, owner, portfólio).
get_lost_reasons_analysis	DE / Gerente	Agregação de "Motivo da perda" sobre deals lost. Filtro de data aplica em lost_time.
get_owner_activity	DE / LO	Snapshot por owner: deals por status, hot/cold, tasks atrasadas, valor open.
get_deal_context	CN / todas	Briefing markdown do deal (CRM apenas — sem transcrição). Legado, ainda usa fields.py.
find_deals	(legacy)	Busca por termo no título. Redundante com list_deals_with_filters.

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Setup

Requirements

• Python 3.13+
• Pipedrive REST API token (https://app.pipedrive.com/settings/personal/api)

Install

git clone https://github.com/hguareromanoo/mcp-pipedrive-pj.git
cd mcp-pipedrive-pj
python3.13 -m venv venv
source venv/bin/activate
pip install -r requirements.txt        # runtime
pip install -r requirements-dev.txt    # + pytest, respx, etc.

Configure

Copy .env.example to .env and fill in:

cp .env.example .env
# edit .env to add your PIPEDRIVE_API_TOKEN

Run as Claude Desktop MCP

Add this entry to ~/Library/Application Support/Claude/claude_desktop_config.json:

{
  "mcpServers": {
    "pipedrive-pj": {
      "command": "/abs/path/to/mcp-pipedrive-pj/venv/bin/python",
      "args": ["/abs/path/to/mcp-pipedrive-pj/server.py"],
      "env": {
        "PIPEDRIVE_API_TOKEN": "your_token_here",
        "PYTHONPATH": "/abs/path/to/mcp-pipedrive-pj"
      }
    }
  }
}

Restart Claude Desktop. The 13 tools above appear under pipedrive-pj.

Smoke test (from terminal)

source venv/bin/activate
python -c "import server; print('server.py imports OK')"

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Tests

source venv/bin/activate

# Unit (mocked via respx, no network)
pytest tests/unit/ -v

# Integration (hits the real Pipedrive instance via PIPEDRIVE_API_TOKEN)
pytest tests/integration/ -v

# Everything (≈ 2.5 min, dominated by integration tests against the real API)
pytest tests/

Tests gated on @pytest.mark.integration skip automatically when PIPEDRIVE_API_TOKEN is absent. Current baseline: 116 passing.

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Scope decisions baked in

• Read-only in v1. Bulk write operations on Pipedrive are explicitly out of scope. The 4 legacy write-side CN tools (log_meeting, advance_deal, register_prospect, resolve_deal) were removed — they are easier to do directly in the Pipedrive UI.
• Meeting transcription is NOT here. Drive + AssemblyAI integration was removed: typical PJ recording folders carry 7-8 .mkv files of 500MB-1.4GB each, totaling 30+ minutes of work per call. That does not fit a synchronous MCP request-response model. A separate "meeting intelligence" MCP is the right home for it.
• include_fields everywhere. Read tools accept a subset of fields to return, keeping LLM context windows tight.
• API quirks documented in PRD.md. The two that bit us:
  • /v1/deals filters by user_id, not owner_id (the latter is silently ignored by the API).
  • start_date / end_date on /v1/deals filter by update_time, not add_time — A1 applies the date window in memory to honor the documented contract.

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Status

• v1 feature-complete: A1, A4 (×7), B1, B2, B3, D2 (observability), FieldsRegistry, 116 passing tests.
• Legacy survivors: get_deal_context (kept), find_deals (kept, candidate for next cleanup).
• Pendente: piloto com early adopters (1 CN, 1 LO, 1 Gerente) + skills layered per cargo + handoff plan for after the original CIC steps down.