> ## Documentation Index
> Fetch the complete documentation index at: https://docs.guild.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Pipedrive

> Give agents access to Pipedrive CRM deals, contacts, and pipelines.

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

<Steps>
  <Step title="Open Credentials">Go to **Credentials** in Guild.</Step>
  <Step title="Connect Pipedrive">Click **Pipedrive** and enter your personal API token. Find the token in Pipedrive under **Settings → Personal preferences → API**.</Step>
</Steps>

## Usage

```typescript theme={null}
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.

```typescript theme={null}
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.