Choose the right setup
Pipedrive MCP: official option or Adzviser?
Pipedrive's server can search and change CRM records. Adzviser keeps Pipedrive reporting read-only and links pipeline outcomes back to marketing activity.
Create and update Pipedrive CRM records
- SetupConnect Pipedrive directly through OAuth; no coding is required
- PermissionsCan search, create and update supported deals, contacts and activities
- Reporting scopePipedrive only: work with its live CRM data
Best for: sales teams that want an AI assistant to create and update Pipedrive records.
Read Pipedrive's overview →Report on Pipedrive across channels
- SetupConnect Pipedrive once in Adzviser; no MCP server configuration is required
- PermissionsRead-only: analyze deals, stages, activities and revenue without changing Pipedrive
- Reporting scopeCross-channel: compare CRM outcomes with advertising, analytics and lifecycle marketing
Best for: revenue and marketing teams focused on attribution and reporting.
Start with Adzviser →Prompt ideas
Pipedrive prompts to try
Weekly Pipeline Summary
Get a weekly snapshot of your pipeline.
Pipeline Velocity Optimization
Speed up your sales cycle.
Revenue Trend Analysis
Track revenue trends over time.
Setup
Connect Pipedrive MCP in three steps
Connect Pipedrive to Adzviser
Create a workspace. In Adzviser, sign in to Pipedrive and allow Adzviser to read its reporting data.
Connect Adzviser to your AI assistant
For Claude, choose Adzviser in the connector directory. For ChatGPT, add the Adzviser plugin. For another supported AI tool, use https://mcp.adzviser.com/http.
Ask your first question
Open Adzviser in your AI assistant and ask what you want to know about Pipedrive.
Quick connection check
List my connected Pipedrive companies and show the Adzviser workspace for each. After I choose one, return "Deals" for the last 7 complete days.
Try a deeper analysis
Analyze Pipedrive deal velocity for the workspace I choose during the last 30 complete days. For each stage: Average Days, Conversion Rate, and Bottlenecks. Compare won vs lost deal patterns. Recommend specific actions to accelerate deals.
Reporting coverage
