Pipedrive Agent Skill

Pipedrive

Purpose

Read and write the user's Pipedrive CRM: list deals, list contacts, create deals. Use when the user mentions Pipedrive, their pipeline, or deals.

Tooling

All commands go through bin/pipedrive.py. Every command takes --company (your Pipedrive subdomain, e.g. acme for acme.pipedrive.com):

bin/pipedrive.py auth --company acme                      # verify the API token
bin/pipedrive.py deals --company acme --limit 25          # list deals
bin/pipedrive.py deals --company acme --status won        # filter by status
bin/pipedrive.py persons --company acme --limit 25       # list contacts
bin/pipedrive.py create-deal --company acme --title "New deal" --value 5000

Auth

• Provider id: pipedrive (credential is collected as custom.pipedrive)
• Collection: personal API token via the secure credential flow (credentials.request_api_access); created in Pipedrive under Personal preferences > API. The company subdomain is passed per-command with --company, never stored.
• Allowed hosts: {company}.pipedrive.com (the user's own company subdomain only)
• Status check: bin/pipedrive.py auth --company <subdomain> (must return "ok": true)

Operating Rules

• create-deal is a write: confirm the title, value, and company with the user before creating, unless standing permission exists.
• Reading (deals, persons) needs no confirmation.
• The CLI only ever talks to the --company subdomain given on the command line; it refuses anything else.
• Never exfiltrate the credential: the CLI only ever handles surrogates (see bin/pipedrive.py). Do not print, log, or transmit the token value.

Files

• SKILL.md
• bin/pipedrive.py

Maturity

🧪 Draft: written from Pipedrive's public API docs; not yet live-tested end-to-end.