pipedrive-automationlisted
Install: claude install-skill aiskillstore/marketplace
# Pipedrive Automation via Rube MCP
Automate Pipedrive CRM workflows including deal management, contact and organization operations, activity scheduling, notes, and pipeline/stage queries through Composio's Pipedrive toolkit.
## Prerequisites
- 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
## Setup
**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.
1. Verify Rube MCP is available by confirming `RUBE_SEARCH_TOOLS` responds
2. Call `RUBE_MANAGE_CONNECTIONS` with toolkit `pipedrive`
3. If connection is not ACTIVE, follow the returned auth link to complete Pipedrive OAuth
4. Confirm connection status shows ACTIVE before running any workflows
## Core Workflows
### 1. Create and Manage Deals
**When to use**: User wants to create a new deal, update an existing deal, or review deal details in the sales pipeline.
**Tool sequence**:
1. `PIPEDRIVE_SEARCH_ORGANIZATIONS` - Find existing org to link to the deal [Optional]
2. `PIPEDRIVE_ADD_AN_ORGANIZATION` - Create organization if none found [Optional]
3. `PIPEDRIVE_SEARCH_PERSONS` - Find existing contact to link [Optional]
4. `PIPEDRIVE_ADD_A_PERSON` - Create contact if none found [Optional]
5. `PIPEDRIVE_GET_ALL_PIPELINES` - Resolve pipeline ID [Prerequisite]
6. `PIPEDR