Use when you have a written implementation plan to execute in a separate session with review checkpoints
pipedrive
1
0
# Install this skill:
npx skills add Sytex/agent-skills --skill "pipedrive"
Install specific skill from multi-skill repository
# Description
Manage deals, contacts, organizations, and activities in Pipedrive CRM. Use when user asks about deals, sales, contacts, pipeline, or Pipedrive.
# SKILL.md
name: pipedrive
description: Manage deals, contacts, organizations, and activities in Pipedrive CRM. Use when user asks about deals, sales, contacts, pipeline, or Pipedrive.
allowed-tools:
- Read
- Bash(~/.claude/skills/pipedrive/:)
Pipedrive Integration
Manage deals, contacts, organizations, and activities in Pipedrive CRM.
Commands
All commands: ~/.claude/skills/pipedrive/pipedrive <command>
Setup
| Command | Description |
|---|---|
auth |
Setup OAuth2 authentication |
status |
Check authentication status |
Account
| Command | Description |
|---|---|
me |
Get current user info |
users |
List all users |
Deals
| Command | Description |
|---|---|
deals [flags] |
List deals |
deal <id> |
Get deal details |
deal-create <title> [flags] |
Create deal |
deal-update <id> <field> <value> |
Update deal |
deal-delete <id> |
Delete deal |
Deal flags:
- --limit <n> - Max results (default: 50)
- --status <open\|won\|lost\|all> - Filter by status (default: open)
- --pipeline <id> - Filter by pipeline
- --stage <id> - Filter by stage
- --user <id> - Filter by owner
- --org <id> - Filter by organization
- --person <id> - Filter by person
Create flags:
- --org <id> - Link to organization
- --person <id> - Link to person
- --pipeline <id> - Pipeline ID
- --stage <id> - Stage ID
- --value <amount> - Deal value
- --currency <code> - Currency (e.g., USD, EUR)
Update fields: title, value, currency, status, stage_id, pipeline_id, person_id, org_id, expected_close_date
Persons (Contacts)
| Command | Description |
|---|---|
persons [flags] |
List persons |
person <id> |
Get person details |
person-create <name> [flags] |
Create person |
person-update <id> <field> <value> |
Update person |
person-delete <id> |
Delete person |
Person flags:
- --limit <n> - Max results (default: 50)
- --org <id> - Filter by organization
Create flags:
- --email <email> - Email address
- --phone <phone> - Phone number
- --org <id> - Link to organization
Update fields: name, email, phone, org_id
Organizations
| Command | Description |
|---|---|
orgs [--limit n] |
List organizations |
org <id> |
Get organization details |
org-create <name> |
Create organization |
org-update <id> <field> <value> |
Update organization |
org-delete <id> |
Delete organization |
Update fields: name, address
Activities
| Command | Description |
|---|---|
activities [flags] |
List activities |
activity <id> |
Get activity details |
activity-create <type> <subject> [flags] |
Create activity |
activity-done <id> |
Mark activity as done |
activity-delete <id> |
Delete activity |
Activity flags:
- --limit <n> - Max results (default: 50)
- --type <type> - Filter by type (call, meeting, task, deadline, email, lunch)
- --done <0\|1> - Filter by done status
- --user <id> - Filter by user
- --deal <id> - Filter by deal
- --person <id> - Filter by person
Create flags:
- --deal <id> - Link to deal
- --person <id> - Link to person
- --org <id> - Link to organization
- --due <date> - Due date (YYYY-MM-DD)
- --time <time> - Due time (HH:MM)
- --duration <mins> - Duration in minutes
- --note <text> - Activity note
Pipelines & Stages
| Command | Description |
|---|---|
pipelines |
List all pipelines |
pipeline <id> |
Get pipeline with stages |
stages <pipeline-id> |
List stages in a pipeline |
Notes
| Command | Description |
|---|---|
notes <entity> <id> |
List notes (entity: deal, person, org) |
note-create <entity> <id> <content> |
Add note to entity |
Search
| Command | Description |
|---|---|
search <query> [--type <type>] |
Search across Pipedrive |
Search types: deal, person, organization, product, file
Examples
# My info
~/.claude/skills/pipedrive/pipedrive me
# List open deals
~/.claude/skills/pipedrive/pipedrive deals
# List won deals
~/.claude/skills/pipedrive/pipedrive deals --status won
# Get deal details
~/.claude/skills/pipedrive/pipedrive deal 123
# Create a deal
~/.claude/skills/pipedrive/pipedrive deal-create "New Project" --value 5000 --org 456
# Update deal value
~/.claude/skills/pipedrive/pipedrive deal-update 123 value 10000
# List contacts
~/.claude/skills/pipedrive/pipedrive persons --limit 20
# Create contact
~/.claude/skills/pipedrive/pipedrive person-create "John Doe" --email [email protected] --phone "+1234567890"
# List activities for today
~/.claude/skills/pipedrive/pipedrive activities --done 0
# Create a call activity
~/.claude/skills/pipedrive/pipedrive activity-create call "Follow up call" --deal 123 --due 2024-01-15
# Mark activity done
~/.claude/skills/pipedrive/pipedrive activity-done 789
# Search for deals
~/.claude/skills/pipedrive/pipedrive search "acme" --type deal
# Add note to deal
~/.claude/skills/pipedrive/pipedrive note-create deal 123 "Called and discussed pricing"
# Related Skills
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# Supported AI Coding Agents
This skill is compatible with the SKILL.md standard and works with all major AI coding agents:
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Trae
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Learn more about the SKILL.md standard and how to use these skills with your preferred AI coding agent.