pipedrive-automation

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Original

English

🇨🇳

Translation

Chinese

Pipedrive Automation via Rube MCP

通过Rube MCP实现Pipedrive自动化

Automate Pipedrive CRM workflows including deal management, contact and organization operations, activity scheduling, notes, and pipeline/stage queries through Composio's Pipedrive toolkit.

借助Composio的Pipedrive工具包，自动化Pipedrive CRM工作流，包括交易管理、联系人和组织操作、活动调度、笔记以及销售管道/阶段查询。

Prerequisites

前提条件

Rube MCP must be connected (RUBE_SEARCH_TOOLS available)
Active Pipedrive connection via
```
RUBE_MANAGE_CONNECTIONS
```
with toolkit
```
pipedrive
```
Always call
```
RUBE_SEARCH_TOOLS
```
first to get current tool schemas

必须已连接Rube MCP（需具备RUBE_SEARCH_TOOLS功能）
通过
```
RUBE_MANAGE_CONNECTIONS
```
并使用工具包
```
pipedrive
```
激活Pipedrive连接
请始终先调用
```
RUBE_SEARCH_TOOLS
```
以获取最新的工具架构

Setup

设置步骤

Get Rube MCP: Add

https://rube.app/mcp

as an MCP server in your client configuration. No API keys needed — just add the endpoint and it works.

Verify Rube MCP is available by confirming
```
RUBE_SEARCH_TOOLS
```
responds
Call
```
RUBE_MANAGE_CONNECTIONS
```
with toolkit
```
pipedrive
```
If connection is not ACTIVE, follow the returned auth link to complete Pipedrive OAuth
Confirm connection status shows ACTIVE before running any workflows

获取Rube MCP：在客户端配置中添加

https://rube.app/mcp

作为MCP服务器。无需API密钥 —— 只需添加端点即可使用。

通过确认
```
RUBE_SEARCH_TOOLS
```
能正常响应，验证Rube MCP是否可用
调用
```
RUBE_MANAGE_CONNECTIONS
```
并指定工具包
```
pipedrive
```
如果连接状态未显示为ACTIVE，请按照返回的授权链接完成Pipedrive OAuth认证
在运行任何工作流之前，确认连接状态显示为ACTIVE

Core Workflows

核心工作流

1. Create and Manage Deals

1. 创建与管理交易

When to use: User wants to create a new deal, update an existing deal, or review deal details in the sales pipeline.

Tool sequence:

```
PIPEDRIVE_SEARCH_ORGANIZATIONS
```
- Find existing org to link to the deal [Optional]
```
PIPEDRIVE_ADD_AN_ORGANIZATION
```
- Create organization if none found [Optional]
```
PIPEDRIVE_SEARCH_PERSONS
```
- Find existing contact to link [Optional]
```
PIPEDRIVE_ADD_A_PERSON
```
- Create contact if none found [Optional]
```
PIPEDRIVE_GET_ALL_PIPELINES
```
- Resolve pipeline ID [Prerequisite]
```
PIPEDRIVE_GET_ALL_STAGES
```
- Resolve stage ID within the pipeline [Prerequisite]
```
PIPEDRIVE_ADD_A_DEAL
```
- Create the deal with title, value, org_id, person_id, stage_id [Required]
```
PIPEDRIVE_UPDATE_A_DEAL
```
- Modify deal properties after creation [Optional]
```
PIPEDRIVE_ADD_A_PRODUCT_TO_A_DEAL
```
- Attach line items/products [Optional]

Key parameters:

```
title
```
: Deal title (required for creation)
```
value
```
: Monetary value of the deal
```
currency
```
: 3-letter ISO currency code (e.g., "USD")
```
pipeline_id
```
/
```
stage_id
```
: Numeric IDs for pipeline placement
```
org_id
```
/
```
person_id
```
: Link to organization and contact
```
status
```
: "open", "won", or "lost"
```
expected_close_date
```
: Format YYYY-MM-DD

Pitfalls:

```
title
```
is the only required field for
```
PIPEDRIVE_ADD_A_DEAL
```
; all others are optional
Custom fields appear as long hash keys in responses; use dealFields endpoint to map them
```
PIPEDRIVE_UPDATE_A_DEAL
```
requires the numeric
```
id
```
of the deal
Setting
```
status
```
to "lost" requires also providing
```
lost_reason
```

适用场景：用户需要创建新交易、更新现有交易，或查看销售管道中的交易详情。

工具执行顺序:

```
PIPEDRIVE_SEARCH_ORGANIZATIONS
```
- 查找可关联到交易的现有组织 [可选]
```
PIPEDRIVE_ADD_AN_ORGANIZATION
```
- 若未找到匹配组织则创建新组织 [可选]
```
PIPEDRIVE_SEARCH_PERSONS
```
- 查找可关联的现有联系人 [可选]
```
PIPEDRIVE_ADD_A_PERSON
```
- 若未找到匹配联系人则创建新联系人 [可选]
```
PIPEDRIVE_GET_ALL_PIPELINES
```
- 获取销售管道ID [必备]
```
PIPEDRIVE_GET_ALL_STAGES
```
- 获取对应管道内的阶段ID [必备]
```
PIPEDRIVE_ADD_A_DEAL
```
- 创建交易，需填写title、value、org_id、person_id、stage_id [必填]
```
PIPEDRIVE_UPDATE_A_DEAL
```
- 创建后修改交易属性 [可选]
```
PIPEDRIVE_ADD_A_PRODUCT_TO_A_DEAL
```
- 关联产品线/产品 [可选]

关键参数:

```
title
```
: 交易标题（创建交易时必填）
```
value
```
: 交易金额
```
currency
```
: 3位ISO货币代码（例如："USD"）
```
pipeline_id
```
/
```
stage_id
```
: 销售管道和阶段的数字ID
```
org_id
```
/
```
person_id
```
: 关联的组织和联系人ID
```
status
```
: 交易状态，可选值为"open"（进行中）、"won"（已成交）或"lost"（已流失）
```
expected_close_date
```
: 预计成交日期，格式为YYYY-MM-DD

注意事项:

```
title
```
是
```
PIPEDRIVE_ADD_A_DEAL
```
唯一必填字段；其他参数均为可选
自定义字段在响应中以长哈希键形式呈现；可通过dealFields端点映射这些字段
```
PIPEDRIVE_UPDATE_A_DEAL
```
需要交易的数字
```
id
```
将
```
status
```
设置为"lost"时，必须同时提供
```
lost_reason
```
（流失原因）

2. Manage Contacts (Persons and Organizations)

2. 管理联系人（个人与组织）

When to use: User wants to create, update, search, or list contacts and companies in Pipedrive.

Tool sequence:

```
PIPEDRIVE_SEARCH_PERSONS
```
- Search for existing person by name, email, or phone [Prerequisite]
```
PIPEDRIVE_ADD_A_PERSON
```
- Create new contact if not found [Required]
```
PIPEDRIVE_UPDATE_A_PERSON
```
- Modify existing contact details [Optional]
```
PIPEDRIVE_GET_DETAILS_OF_A_PERSON
```
- Retrieve full contact record [Optional]
```
PIPEDRIVE_SEARCH_ORGANIZATIONS
```
- Search for existing organization [Prerequisite]
```
PIPEDRIVE_ADD_AN_ORGANIZATION
```
- Create new organization if not found [Required]
```
PIPEDRIVE_UPDATE_AN_ORGANIZATION
```
- Modify organization properties [Optional]

PIPEDRIVE_GET_DETAILS_OF_AN_ORGANIZATION

- Retrieve full org record [Optional]

Key parameters:

```
name
```
: Required for both person and organization creation
```
email
```
: Array of objects with
```
value
```
,
```
label
```
,
```
primary
```
fields for persons
```
phone
```
: Array of objects with
```
value
```
,
```
label
```
,
```
primary
```
fields for persons
```
org_id
```
: Link a person to an organization
```
visible_to
```
: 1 = owner only, 3 = entire company
```
term
```
: Search term for SEARCH_PERSONS / SEARCH_ORGANIZATIONS (minimum 2 characters)

Pitfalls:

PIPEDRIVE_ADD_AN_ORGANIZATION

may auto-merge with an existing org; check

response.additional_data.didMerge

Email and phone fields are arrays of objects, not plain strings:

[{"value": "test@example.com", "label": "work", "primary": true}]

PIPEDRIVE_SEARCH_PERSONS

wildcards like

are NOT supported; use

PIPEDRIVE_GET_ALL_PERSONS

to list all

Deletion via
```
PIPEDRIVE_DELETE_A_PERSON
```
or
```
PIPEDRIVE_DELETE_AN_ORGANIZATION
```
is soft-delete with 30-day retention, then permanent

适用场景：用户需要在Pipedrive中创建、更新、搜索或列出联系人和公司信息。

工具执行顺序:

```
PIPEDRIVE_SEARCH_PERSONS
```
- 通过姓名、邮箱或电话搜索现有联系人 [必备]
```
PIPEDRIVE_ADD_A_PERSON
```
- 若未找到匹配联系人则创建新联系人 [必填]
```
PIPEDRIVE_UPDATE_A_PERSON
```
- 修改现有联系人详情 [可选]
```
PIPEDRIVE_GET_DETAILS_OF_A_PERSON
```
- 获取完整联系人记录 [可选]
```
PIPEDRIVE_SEARCH_ORGANIZATIONS
```
- 搜索现有组织 [必备]
```
PIPEDRIVE_ADD_AN_ORGANIZATION
```
- 若未找到匹配组织则创建新组织 [必填]
```
PIPEDRIVE_UPDATE_AN_ORGANIZATION
```
- 修改组织属性 [可选]

PIPEDRIVE_GET_DETAILS_OF_AN_ORGANIZATION

- 获取完整组织记录 [可选]

关键参数:

```
name
```
: 创建个人或组织时均为必填项
```
email
```
: 个人联系人的邮箱数组，每个元素为包含
```
value
```
、
```
label
```
、
```
primary
```
字段的对象
```
phone
```
: 个人联系人的电话数组，每个元素为包含
```
value
```
、
```
label
```
、
```
primary
```
字段的对象
```
org_id
```
: 将个人联系人关联到组织
```
visible_to
```
: 可见范围，1 = 仅所有者可见，3 = 全公司可见
```
term
```
:
```
SEARCH_PERSONS
```
/
```
SEARCH_ORGANIZATIONS
```
的搜索关键词（最少2个字符）

注意事项:

PIPEDRIVE_ADD_AN_ORGANIZATION

可能会自动合并现有组织；请检查

response.additional_data.didMerge

字段

邮箱和电话字段为对象数组，而非纯字符串，格式示例：
```
[{"value": "test@example.com", "label": "work", "primary": true}]
```
```
PIPEDRIVE_SEARCH_PERSONS
```
不支持
```
*
```
或
```
@
```
等通配符；如需列出所有联系人，请使用
```
PIPEDRIVE_GET_ALL_PERSONS
```
通过
```
PIPEDRIVE_DELETE_A_PERSON
```
或
```
PIPEDRIVE_DELETE_AN_ORGANIZATION
```
执行的删除为软删除，保留30天后永久删除

3. Schedule and Track Activities

3. 安排与跟踪活动

When to use: User wants to create calls, meetings, tasks, or other activities linked to deals, contacts, or organizations.

Tool sequence:

PIPEDRIVE_SEARCH_PERSONS

PIPEDRIVE_GET_DETAILS_OF_A_DEAL

- Resolve linked entity IDs [Prerequisite]

```
PIPEDRIVE_ADD_AN_ACTIVITY
```
- Create the activity with subject, type, due date [Required]
```
PIPEDRIVE_UPDATE_AN_ACTIVITY
```
- Modify activity details or mark as done [Optional]
```
PIPEDRIVE_GET_DETAILS_OF_AN_ACTIVITY
```
- Retrieve activity record [Optional]

PIPEDRIVE_GET_ALL_ACTIVITIES_ASSIGNED_TO_A_PARTICULAR_USER

- List user's activities [Optional]

Key parameters:

```
subject
```
: Activity title (required)
```
type
```
: Activity type key string, e.g., "call", "meeting", "task", "email" (required)
```
due_date
```
: Format YYYY-MM-DD
```
due_time
```
: Format HH:MM
```
duration
```
: Format HH:MM (e.g., "00:30" for 30 minutes)
```
deal_id
```
/
```
person_id
```
/
```
org_id
```
: Link to related entities
```
done
```
: 0 = not done, 1 = done

Pitfalls:

Both
```
subject
```
and
```
type
```
are required for
```
PIPEDRIVE_ADD_AN_ACTIVITY
```
```
type
```
must match an existing ActivityTypes key_string in the account
```
done
```
is an integer (0 or 1), not a boolean
Response includes
```
more_activities_scheduled_in_context
```
in additional_data

适用场景：用户需要创建与交易、联系人或组织关联的电话、会议、任务或其他活动。

工具执行顺序:

PIPEDRIVE_SEARCH_PERSONS

或

PIPEDRIVE_GET_DETAILS_OF_A_DEAL

- 获取关联实体的ID [必备]

```
PIPEDRIVE_ADD_AN_ACTIVITY
```
- 创建活动，需填写subject、type、due date [必填]
```
PIPEDRIVE_UPDATE_AN_ACTIVITY
```
- 修改活动详情或标记为完成 [可选]
```
PIPEDRIVE_GET_DETAILS_OF_AN_ACTIVITY
```
- 获取活动记录 [可选]

PIPEDRIVE_GET_ALL_ACTIVITIES_ASSIGNED_TO_A_PARTICULAR_USER

- 列出指定用户的所有活动 [可选]

关键参数:

```
subject
```
: 活动标题（必填）
```
type
```
: 活动类型的键字符串，例如"call"（电话）、"meeting"（会议）、"task"（任务）、"email"（邮件）（必填）
```
due_date
```
: 截止日期，格式为YYYY-MM-DD
```
due_time
```
: 截止时间，格式为HH:MM
```
duration
```
: 活动时长，格式为HH:MM（例如"00:30"表示30分钟）
```
deal_id
```
/
```
person_id
```
/
```
org_id
```
: 关联的实体ID
```
done
```
: 完成状态，0 = 未完成，1 = 已完成

注意事项:

```
subject
```
和
```
type
```
是
```
PIPEDRIVE_ADD_AN_ACTIVITY
```
的必填字段
```
type
```
必须与账户中已有的ActivityTypes key_string匹配
```
done
```
为整数（0或1），而非布尔值
响应的additional_data字段中包含
```
more_activities_scheduled_in_context
```
（关联的更多已安排活动）

4. Add and Manage Notes

4. 添加与管理笔记

When to use: User wants to attach notes to deals, persons, organizations, leads, or projects.

Tool sequence:

PIPEDRIVE_SEARCH_PERSONS

PIPEDRIVE_GET_DETAILS_OF_A_DEAL

- Resolve entity ID [Prerequisite]

```
PIPEDRIVE_ADD_A_NOTE
```
- Create note with HTML content linked to an entity [Required]
```
PIPEDRIVE_UPDATE_A_NOTE
```
- Modify note content [Optional]
```
PIPEDRIVE_GET_ALL_NOTES
```
- List notes filtered by entity [Optional]
```
PIPEDRIVE_GET_ALL_COMMENTS_FOR_A_NOTE
```
- Retrieve comments on a note [Optional]

Key parameters:

```
content
```
: Note body in HTML format (required)
```
deal_id
```
/
```
person_id
```
/
```
org_id
```
/
```
lead_id
```
/
```
project_id
```
: At least one entity link required

pinned_to_deal_flag

pinned_to_person_flag

: Filter pinned notes when listing

Pitfalls:

```
content
```
is required and supports HTML; plain text works but is sanitized server-side
At least one of
```
deal_id
```
,
```
person_id
```
,
```
org_id
```
,
```
lead_id
```
, or
```
project_id
```
must be provided
```
PIPEDRIVE_GET_ALL_NOTES
```
returns notes across all entities by default; filter with entity ID params

适用场景：用户需要为交易、个人、组织、线索或项目添加笔记。

工具执行顺序:

PIPEDRIVE_SEARCH_PERSONS

或

PIPEDRIVE_GET_DETAILS_OF_A_DEAL

- 获取实体ID [必备]

```
PIPEDRIVE_ADD_A_NOTE
```
- 创建关联到实体的HTML格式笔记 [必填]
```
PIPEDRIVE_UPDATE_A_NOTE
```
- 修改笔记内容 [可选]
```
PIPEDRIVE_GET_ALL_NOTES
```
- 按实体筛选列出笔记 [可选]
```
PIPEDRIVE_GET_ALL_COMMENTS_FOR_A_NOTE
```
- 获取笔记的评论 [可选]

关键参数:

```
content
```
: HTML格式的笔记内容（必填）
```
deal_id
```
/
```
person_id
```
/
```
org_id
```
/
```
lead_id
```
/
```
project_id
```
: 至少需要关联一个实体
```
pinned_to_deal_flag
```
/
```
pinned_to_person_flag
```
: 列出笔记时筛选已固定的笔记

注意事项:

```
content
```
为必填项，支持HTML格式；纯文本也可使用，但会经过服务器端清理
必须提供
```
deal_id
```
、
```
person_id
```
、
```
org_id
```
、
```
lead_id
```
或
```
project_id
```
中的至少一个
```
PIPEDRIVE_GET_ALL_NOTES
```
默认返回所有实体的笔记；可通过实体ID参数进行筛选

5. Query Pipelines and Stages

5. 查询销售管道与阶段

When to use: User wants to view sales pipelines, stages, or deals within a pipeline/stage.

Tool sequence:

```
PIPEDRIVE_GET_ALL_PIPELINES
```
- List all pipelines and their IDs [Required]
```
PIPEDRIVE_GET_ONE_PIPELINE
```
- Get details and deal summary for a specific pipeline [Optional]
```
PIPEDRIVE_GET_ALL_STAGES
```
- List all stages, optionally filtered by pipeline [Required]
```
PIPEDRIVE_GET_ONE_STAGE
```
- Get details for a specific stage [Optional]
```
PIPEDRIVE_GET_DEALS_IN_A_PIPELINE
```
- List all deals across stages in a pipeline [Optional]
```
PIPEDRIVE_GET_DEALS_IN_A_STAGE
```
- List deals in a specific stage [Optional]

Key parameters:

```
id
```
: Pipeline or stage ID (required for single-item endpoints)
```
pipeline_id
```
: Filter stages by pipeline
```
totals_convert_currency
```
: 3-letter currency code or "default_currency" for converted totals
```
get_summary
```
: Set to 1 for deal summary in pipeline responses

Pitfalls:

```
PIPEDRIVE_GET_ALL_PIPELINES
```
takes no parameters; returns all pipelines
```
PIPEDRIVE_GET_ALL_STAGES
```
returns stages for ALL pipelines unless
```
pipeline_id
```
is specified
Deal counts in pipeline summaries use
```
per_stages_converted
```
only when
```
totals_convert_currency
```
is set

适用场景：用户需要查看销售管道、阶段，或管道/阶段内的交易。

工具执行顺序:

```
PIPEDRIVE_GET_ALL_PIPELINES
```
- 列出所有销售管道及其ID [必填]
```
PIPEDRIVE_GET_ONE_PIPELINE
```
- 获取指定销售管道的详情与交易汇总 [可选]
```
PIPEDRIVE_GET_ALL_STAGES
```
- 列出所有阶段，可按管道筛选 [必填]
```
PIPEDRIVE_GET_ONE_STAGE
```
- 获取指定阶段的详情 [可选]
```
PIPEDRIVE_GET_DEALS_IN_A_PIPELINE
```
- 列出管道内所有阶段的交易 [可选]
```
PIPEDRIVE_GET_DEALS_IN_A_STAGE
```
- 列出指定阶段内的交易 [可选]

关键参数:

```
id
```
: 销售管道或阶段的ID（单个项目端点必填）
```
pipeline_id
```
: 按管道筛选阶段
```
totals_convert_currency
```
: 3位货币代码或"default_currency"（转换为默认货币），用于金额汇总转换
```
get_summary
```
: 设置为1时，在管道响应中返回交易汇总

注意事项:

```
PIPEDRIVE_GET_ALL_PIPELINES
```
无需参数；返回所有销售管道
除非指定
```
pipeline_id
```
，否则
```
PIPEDRIVE_GET_ALL_STAGES
```
会返回所有管道的阶段
仅当设置
```
totals_convert_currency
```
时，管道汇总中的交易数量才会使用
```
per_stages_converted
```
字段

Common Patterns

通用模式

ID Resolution

ID解析

Always resolve display names to numeric IDs before operations:

Organization name -> org_id:
```
PIPEDRIVE_SEARCH_ORGANIZATIONS
```
with
```
term
```
param
Person name -> person_id:
```
PIPEDRIVE_SEARCH_PERSONS
```
with
```
term
```
param
Pipeline name -> pipeline_id:
```
PIPEDRIVE_GET_ALL_PIPELINES
```
then match by name
Stage name -> stage_id:
```
PIPEDRIVE_GET_ALL_STAGES
```
with
```
pipeline_id
```
then match by name

在执行操作前，请始终将显示名称转换为数字ID：

组织名称 -> org_id: 使用带
```
term
```
参数的
```
PIPEDRIVE_SEARCH_ORGANIZATIONS
```
个人名称 -> person_id: 使用带
```
term
```
参数的
```
PIPEDRIVE_SEARCH_PERSONS
```
管道名称 -> pipeline_id: 调用
```
PIPEDRIVE_GET_ALL_PIPELINES
```
后按名称匹配
阶段名称 -> stage_id: 调用带
```
pipeline_id
```
参数的
```
PIPEDRIVE_GET_ALL_STAGES
```
后按名称匹配

Pagination

分页

Most list endpoints use offset-based pagination:

Use
```
start
```
(offset) and
```
limit
```
(page size) parameters

Check

additional_data.pagination.more_items_in_collection

to know if more pages exist

Use

additional_data.pagination.next_start

as the

start

value for the next page

Default limit is ~500 for some endpoints; set explicitly for predictable paging

大多数列表端点使用基于偏移量的分页：

使用
```
start
```
（偏移量）和
```
limit
```
（每页数量）参数

检查

additional_data.pagination.more_items_in_collection

字段判断是否还有更多数据

使用

additional_data.pagination.next_start

作为下一页的

start

值

部分端点默认
```
limit
```
约为500；建议显式设置以确保分页可预测

Known Pitfalls

已知注意事项

ID Formats

ID格式

All entity IDs (deal, person, org, activity, pipeline, stage) are numeric integers
Lead IDs are UUID strings, not integers
Custom field keys are long alphanumeric hashes (e.g., "a1b2c3d4e5f6...")

所有实体ID（交易、个人、组织、活动、管道、阶段）均为数字整数
线索ID为UUID字符串，而非整数
自定义字段键为长字母数字哈希值（例如："a1b2c3d4e5f6..."）

Rate Limits

速率限制

Pipedrive enforces per-company API rate limits; bulk operations should be paced

PIPEDRIVE_GET_ALL_PERSONS

and

PIPEDRIVE_GET_ALL_ORGANIZATIONS

can return large datasets; always paginate

Pipedrive对每个公司设置了API速率限制；批量操作需控制执行频率

PIPEDRIVE_GET_ALL_PERSONS

和

PIPEDRIVE_GET_ALL_ORGANIZATIONS

可能返回大量数据；请始终使用分页

Parameter Quirks

参数特殊情况

Email and phone on persons are arrays of objects, not plain strings
```
visible_to
```
is numeric: 1 = owner only, 3 = entire company, 5 = specific groups
```
done
```
on activities is integer 0/1, not boolean true/false
Organization creation may auto-merge duplicates silently; check
```
didMerge
```
in response
```
PIPEDRIVE_SEARCH_PERSONS
```
requires minimum 2 characters and does not support wildcards

个人联系人的邮箱和电话为对象数组，而非纯字符串
```
visible_to
```
为数字值：1 = 仅所有者可见，3 = 全公司可见，5 = 指定组可见
活动的
```
done
```
字段为整数0/1，而非布尔值true/false
创建组织时可能会自动静默合并重复项；请检查响应中的
```
didMerge
```
字段
```
PIPEDRIVE_SEARCH_PERSONS
```
要求关键词最少2个字符，且不支持通配符

Response Structure

响应结构

Custom fields appear as hash keys in responses; map them via the respective Fields endpoints
Responses often nest data under
```
response.data.data
```
in wrapped executions
Search results are under
```
response.data.items
```
, not top-level

自定义字段在响应中以哈希键形式呈现；可通过对应的Fields端点映射
在包装执行中，数据通常嵌套在
```
response.data.data
```
下
搜索结果位于
```
response.data.items
```
下，而非顶层

Quick Reference

快速参考

Task	Tool Slug	Key Params
Create deal	`PIPEDRIVE_ADD_A_DEAL`	`title` , `value` , `org_id` , `stage_id`
Update deal	`PIPEDRIVE_UPDATE_A_DEAL`	`id` , `status` , `value` , `stage_id`
Get deal details	`PIPEDRIVE_GET_DETAILS_OF_A_DEAL`	`id`
Search persons	`PIPEDRIVE_SEARCH_PERSONS`	`term` , `fields`
Add person	`PIPEDRIVE_ADD_A_PERSON`	`name` , `email` , `phone` , `org_id`
Update person	`PIPEDRIVE_UPDATE_A_PERSON`	`id` , `name` , `email`
Get person details	`PIPEDRIVE_GET_DETAILS_OF_A_PERSON`	`id`
List all persons	`PIPEDRIVE_GET_ALL_PERSONS`	`start` , `limit` , `filter_id`
Search organizations	`PIPEDRIVE_SEARCH_ORGANIZATIONS`	`term` , `fields`
Add organization	`PIPEDRIVE_ADD_AN_ORGANIZATION`	`name` , `visible_to`
Update organization	`PIPEDRIVE_UPDATE_AN_ORGANIZATION`	`id` , `name` , `address`
Get org details	`PIPEDRIVE_GET_DETAILS_OF_AN_ORGANIZATION`	`id`
Add activity	`PIPEDRIVE_ADD_AN_ACTIVITY`	`subject` , `type` , `due_date` , `deal_id`
Update activity	`PIPEDRIVE_UPDATE_AN_ACTIVITY`	`id` , `done` , `due_date`
Get activity details	`PIPEDRIVE_GET_DETAILS_OF_AN_ACTIVITY`	`id`
List user activities	`PIPEDRIVE_GET_ALL_ACTIVITIES_ASSIGNED_TO_A_PARTICULAR_USER`	`user_id` , `start` , `limit`
Add note	`PIPEDRIVE_ADD_A_NOTE`	`content` , `deal_id` or `person_id`
List notes	`PIPEDRIVE_GET_ALL_NOTES`	`deal_id` , `person_id` , `start` , `limit`
List pipelines	`PIPEDRIVE_GET_ALL_PIPELINES`	(none)
Get pipeline details	`PIPEDRIVE_GET_ONE_PIPELINE`	`id`
List stages	`PIPEDRIVE_GET_ALL_STAGES`	`pipeline_id`
Deals in pipeline	`PIPEDRIVE_GET_DEALS_IN_A_PIPELINE`	`id` , `stage_id`
Deals in stage	`PIPEDRIVE_GET_DEALS_IN_A_STAGE`	`id` , `start` , `limit`
Add product to deal	`PIPEDRIVE_ADD_A_PRODUCT_TO_A_DEAL`	`id` , `product_id` , `item_price`

任务	工具标识	关键参数
创建交易	`PIPEDRIVE_ADD_A_DEAL`	`title` , `value` , `org_id` , `stage_id`
更新交易	`PIPEDRIVE_UPDATE_A_DEAL`	`id` , `status` , `value` , `stage_id`
获取交易详情	`PIPEDRIVE_GET_DETAILS_OF_A_DEAL`	`id`
搜索联系人	`PIPEDRIVE_SEARCH_PERSONS`	`term` , `fields`
添加联系人	`PIPEDRIVE_ADD_A_PERSON`	`name` , `email` , `phone` , `org_id`
更新联系人	`PIPEDRIVE_UPDATE_A_PERSON`	`id` , `name` , `email`
获取联系人详情	`PIPEDRIVE_GET_DETAILS_OF_A_PERSON`	`id`
列出所有联系人	`PIPEDRIVE_GET_ALL_PERSONS`	`start` , `limit` , `filter_id`
搜索组织	`PIPEDRIVE_SEARCH_ORGANIZATIONS`	`term` , `fields`
添加组织	`PIPEDRIVE_ADD_AN_ORGANIZATION`	`name` , `visible_to`
更新组织	`PIPEDRIVE_UPDATE_AN_ORGANIZATION`	`id` , `name` , `address`
获取组织详情	`PIPEDRIVE_GET_DETAILS_OF_AN_ORGANIZATION`	`id`
添加活动	`PIPEDRIVE_ADD_AN_ACTIVITY`	`subject` , `type` , `due_date` , `deal_id`
更新活动	`PIPEDRIVE_UPDATE_AN_ACTIVITY`	`id` , `done` , `due_date`
获取活动详情	`PIPEDRIVE_GET_DETAILS_OF_AN_ACTIVITY`	`id`
列出用户活动	`PIPEDRIVE_GET_ALL_ACTIVITIES_ASSIGNED_TO_A_PARTICULAR_USER`	`user_id` , `start` , `limit`
添加笔记	`PIPEDRIVE_ADD_A_NOTE`	`content` , `deal_id` 或 `person_id`
列出笔记	`PIPEDRIVE_GET_ALL_NOTES`	`deal_id` , `person_id` , `start` , `limit`
列出销售管道	`PIPEDRIVE_GET_ALL_PIPELINES`	无
获取管道详情	`PIPEDRIVE_GET_ONE_PIPELINE`	`id`
列出阶段	`PIPEDRIVE_GET_ALL_STAGES`	`pipeline_id`
管道内交易	`PIPEDRIVE_GET_DEALS_IN_A_PIPELINE`	`id` , `stage_id`
阶段内交易	`PIPEDRIVE_GET_DEALS_IN_A_STAGE`	`id` , `start` , `limit`
为交易添加产品	`PIPEDRIVE_ADD_A_PRODUCT_TO_A_DEAL`	`id` , `product_id` , `item_price`