Pipedrive

The Pipedrive integration gives your agents access to Pipedrive CRM records, including deals, contacts, and pipelines.

Authentication

Type: Personal API token
Header: Guild sends your token in the x-api-token request header
Token management: Personal API tokens do not expire

Pipedrive uses a personal API token rather than OAuth. Requests go to the base URL https://api.pipedrive.com, with the API version embedded in each operation path — most operations are on /api/v2, while notes and users are on /api/v1.

Setup

Open Credentials

Go to Credentials in Guild.

Connect Pipedrive

Click Pipedrive and enter your personal API token. Find the token in Pipedrive under Settings → Personal preferences → API.

Usage

import { PipedriveTools } from "@guildai-services/guildai~pipedrive"
import { llmAgent } from "@guildai/agents-sdk"

export default llmAgent({
  description: "An agent that looks up deals in Pipedrive",
  tools: { ...PipedriveTools },
})

Tools are named with the pipedrive_ prefix — for example, search_deals becomes pipedrive_search_deals.

Selecting specific tools

The integration carries 66 operations. Agents perform better with fewer tools, so use pick() to include only the ones your agent needs.

import { PipedriveTools } from "@guildai-services/guildai~pipedrive"
import { llmAgent, pick } from "@guildai/agents-sdk"

export default llmAgent({
  description: "An agent that manages deals in Pipedrive",
  tools: {
    ...pick(PipedriveTools, [
      "pipedrive_search_deals",
      "pipedrive_get_deal",
      "pipedrive_add_deal",
      "pipedrive_add_note",
    ]),
  },
})

Supported capabilities

The curated specification covers 66 operations across the CRM core entities.

Capability	Description
Deals	Manage deals and their lifecycle.
Persons	Manage person (contact) records.
Organizations	Manage organization records.
Pipelines	Read and manage sales pipelines.
Stages	Read and manage pipeline stages.
Activities	Manage activities such as calls and meetings.
Notes	Create and manage notes.
Search	Search across CRM records.
Users	Read user records.
Field-definitions	List field definitions for CRM entities.

Limitations

Products, projects, tasks, leads, and installments endpoints are omitted.
Beta endpoints are omitted.

Overview

Code & CI/CD

Communication

Project management

Testing

Productivity

Monitoring & observability

Data

Customer support

Sales & finance

Authentication

Setup

Usage

Selecting specific tools

Supported capabilities

Limitations

​Authentication

​Setup

​Usage

​Selecting specific tools

​Supported capabilities

​Limitations

Authentication

Setup

Usage

Selecting specific tools

Supported capabilities

Limitations