重要前提
安装AI Skills的关键前提是:必须科学上网,且开启TUN模式,这一点至关重要,直接决定安装能否顺利完成,在此郑重提醒三遍:科学上网,科学上网,科学上网。查看完整安装教程 →
pipedrive-automation by composiohq/awesome-claude-skills
npx skills add https://github.com/composiohq/awesome-claude-skills --skill pipedrive-automation通过 Composio 的 Pipedrive 工具包,自动化 Pipedrive CRM 工作流程,包括交易管理、联系人和组织操作、活动安排、笔记以及管道/阶段查询。
工具包文档 : composio.dev/toolkits/pipedrive
RUBE_SEARCH_TOOLS 可用)RUBE_MANAGE_CONNECTIONS 建立活跃的 Pipedrive 连接,并使用 pipedrive 工具包RUBE_SEARCH_TOOLS 以获取当前工具模式获取 Rube MCP : 在您的客户端配置中将 https://rube.app/mcp 添加为 MCP 服务器。无需 API 密钥——只需添加端点即可工作。
RUBE_SEARCH_TOOLS 有响应来验证 Rube MCP 是否可用广告位招租
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pipedrive 调用 RUBE_MANAGE_CONNECTIONS使用场景 : 用户希望创建新交易、更新现有交易或查看销售管道中的交易详情。
工具调用顺序 :
PIPEDRIVE_SEARCH_ORGANIZATIONS - 查找现有组织以关联到交易 [可选]PIPEDRIVE_ADD_AN_ORGANIZATION - 如果未找到组织则创建 [可选]PIPEDRIVE_SEARCH_PERSONS - 查找现有联系人以关联 [可选]PIPEDRIVE_ADD_A_PERSON - 如果未找到联系人则创建 [可选]PIPEDRIVE_GET_ALL_PIPELINES - 解析管道 ID [先决条件]PIPEDRIVE_GET_ALL_STAGES - 解析管道内的阶段 ID [先决条件]PIPEDRIVE_ADD_A_DEAL - 使用标题、价值、org_id、person_id、stage_id 创建交易 [必需]PIPEDRIVE_UPDATE_A_DEAL - 创建后修改交易属性 [可选]PIPEDRIVE_ADD_A_PRODUCT_TO_A_DEAL - 附加行项目/产品 [可选]关键参数 :
title: 交易标题(创建时必需)value: 交易的货币价值currency: 3 字母 ISO 货币代码(例如 "USD")pipeline_id / stage_id: 用于管道放置的数字 IDorg_id / person_id: 关联到组织和联系人status: "open"、"won" 或 "lost"expected_close_date: 格式 YYYY-MM-DD常见问题 :
title 是 PIPEDRIVE_ADD_A_DEAL 唯一必需的字段;其他所有字段都是可选的PIPEDRIVE_UPDATE_A_DEAL 需要交易的数字 idstatus 设置为 "lost" 时,还需要提供 lost_reason使用场景 : 用户希望在 Pipedrive 中创建、更新、搜索或列出联系人和公司。
工具调用顺序 :
PIPEDRIVE_SEARCH_PERSONS - 按姓名、电子邮件或电话搜索现有联系人 [先决条件]PIPEDRIVE_ADD_A_PERSON - 如果未找到则创建新联系人 [必需]PIPEDRIVE_UPDATE_A_PERSON - 修改现有联系人详情 [可选]PIPEDRIVE_GET_DETAILS_OF_A_PERSON - 检索完整的联系人记录 [可选]PIPEDRIVE_SEARCH_ORGANIZATIONS - 搜索现有组织 [先决条件]PIPEDRIVE_ADD_AN_ORGANIZATION - 如果未找到则创建新组织 [必需]PIPEDRIVE_UPDATE_AN_ORGANIZATION - 修改组织属性 [可选]PIPEDRIVE_GET_DETAILS_OF_AN_ORGANIZATION - 检索完整的组织记录 [可选]关键参数 :
name: 创建个人和组织时都必需email: 用于个人的对象数组,包含 value、label、primary 字段phone: 用于个人的对象数组,包含 value、label、primary 字段org_id: 将个人关联到组织visible_to: 1 = 仅所有者,3 = 整个公司term: 用于 SEARCH_PERSONS / SEARCH_ORGANIZATIONS 的搜索词(最少 2 个字符)常见问题 :
PIPEDRIVE_ADD_AN_ORGANIZATION 可能会自动与现有组织合并;检查 response.additional_data.didMerge[{"value": "test@example.com", "label": "work", "primary": true}]PIPEDRIVE_SEARCH_PERSONS 不支持通配符如 * 或 @;使用 PIPEDRIVE_GET_ALL_PERSONS 列出所有联系人PIPEDRIVE_DELETE_A_PERSON 或 PIPEDRIVE_DELETE_AN_ORGANIZATION 进行的删除是软删除,保留 30 天,然后永久删除使用场景 : 用户希望创建与交易、联系人或组织关联的电话、会议、任务或其他活动。
工具调用顺序 :
PIPEDRIVE_SEARCH_PERSONS 或 PIPEDRIVE_GET_DETAILS_OF_A_DEAL - 解析关联的实体 ID [先决条件]PIPEDRIVE_ADD_AN_ACTIVITY - 使用主题、类型、截止日期创建活动 [必需]PIPEDRIVE_UPDATE_AN_ACTIVITY - 修改活动详情或标记为完成 [可选]PIPEDRIVE_GET_DETAILS_OF_AN_ACTIVITY - 检索活动记录 [可选]PIPEDRIVE_GET_ALL_ACTIVITIES_ASSIGNED_TO_A_PARTICULAR_USER - 列出用户的活动 [可选]关键参数 :
subject: 活动标题(必需)type: 活动类型键字符串,例如 "call"、"meeting"、"task"、"email"(必需)due_date: 格式 YYYY-MM-DDdue_time: 格式 HH:MMduration: 格式 HH:MM(例如 "00:30" 表示 30 分钟)deal_id / person_id / org_id: 关联到相关实体done: 0 = 未完成,1 = 已完成常见问题 :
subject 和 type 都是 PIPEDRIVE_ADD_AN_ACTIVITY 必需的type 必须与账户中现有的 ActivityTypes key_string 匹配done 是整数(0 或 1),而不是布尔值more_activities_scheduled_in_context使用场景 : 用户希望将笔记附加到交易、个人、组织、线索或项目。
工具调用顺序 :
PIPEDRIVE_SEARCH_PERSONS 或 PIPEDRIVE_GET_DETAILs_OF_A_DEAL - 解析实体 ID [先决条件]PIPEDRIVE_ADD_A_NOTE - 创建带有 HTML 内容的笔记并关联到实体 [必需]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 - 检索笔记的评论 [可选]关键参数 :
content: 笔记正文,HTML 格式(必需)deal_id / person_id / org_id / lead_id / project_id: 至少需要一个实体关联pinned_to_deal_flag / pinned_to_person_flag: 列出时筛选置顶笔记常见问题 :
content 是必需的,支持 HTML;纯文本也可以,但会在服务器端被清理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;使用实体 ID 参数进行筛选使用场景 : 用户希望查看销售管道、阶段或管道/阶段内的交易。
工具调用顺序 :
PIPEDRIVE_GET_ALL_PIPELINES - 列出所有管道及其 ID [必需]PIPEDRIVE_GET_ONE_PIPELINE - 获取特定管道的详情和交易摘要 [可选]PIPEDRIVE_GET_ALL_STAGES - 列出所有阶段,可按管道筛选 [必需]PIPEDRIVE_GET_ONE_STAGE - 获取特定阶段的详情 [可选]PIPEDRIVE_GET_DEALS_IN_A_PIPELINE - 列出管道中所有阶段的交易 [可选]PIPEDRIVE_GET_DEALS_IN_A_STAGE - 列出特定阶段的交易 [可选]关键参数 :
id: 管道或阶段 ID(单项目端点必需)pipeline_id: 按管道筛选阶段totals_convert_currency: 3 字母货币代码或 "default_currency" 用于转换后的总计get_summary: 设置为 1 以在管道响应中获取交易摘要常见问题 :
PIPEDRIVE_GET_ALL_PIPELINES 不接受参数;返回所有管道PIPEDRIVE_GET_ALL_STAGES 返回所有管道的阶段,除非指定了 pipeline_idtotals_convert_currency 时才使用 per_stages_converted在操作之前始终将显示名称解析为数字 ID:
term 参数调用 PIPEDRIVE_SEARCH_ORGANIZATIONSterm 参数调用 PIPEDRIVE_SEARCH_PERSONSPIPEDRIVE_GET_ALL_PIPELINES 然后按名称匹配pipeline_id 调用 PIPEDRIVE_GET_ALL_STAGES 然后按名称匹配大多数列表端点使用基于偏移量的分页:
start(偏移量)和 limit(页面大小)参数additional_data.pagination.more_items_in_collection 以了解是否存在更多页面additional_data.pagination.next_start 作为下一页的 start 值PIPEDRIVE_GET_ALL_PERSONS 和 PIPEDRIVE_GET_ALL_ORGANIZATIONS 可能返回大型数据集;始终使用分页visible_to 是数字:1 = 仅所有者,3 = 整个公司,5 = 特定群组done 是整数 0/1,而不是布尔值 true/falsedidMergePIPEDRIVE_SEARCH_PERSONS 要求最少 2 个字符且不支持通配符response.data.data 下(在包装的执行中)response.data.items 下,而不是顶层| 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 |
| 搜索个人 | PIPEDRIVE_SEARCH_PERSONS | term, fields |
| 添加个人 | PIPEDRIVE_ADD_A_PERSON | name, email, phone, org_id |
| 更新个人 | PIPEDRIVE_UPDATE_A_PERSON | id, name, email |
| 获取个人详情 | PIPEDRIVE_GET_DETAILS_OF_A_PERSON | id |
| 列出所有个人 | 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 |
| 管道中的交易 | PIPEDRIVE_GET_DEALS_IN_A_PIPELINE | id, stage_id |
| 阶段中的交易 | PIPEDRIVE_GET_DEALS_IN_A_STAGE | id, start, limit |
| 向交易添加产品 | PIPEDRIVE_ADD_A_PRODUCT_TO_A_DEAL | id, product_id, item_price |
由 Composio 提供支持
每周安装次数
68
代码仓库
GitHub 星标数
42.7K
首次出现
2026年2月6日
安全审计
安装于
claude-code52
opencode52
gemini-cli46
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codex43
antigravity38
Automate Pipedrive CRM workflows including deal management, contact and organization operations, activity scheduling, notes, and pipeline/stage queries through Composio's Pipedrive toolkit.
Toolkit docs : composio.dev/toolkits/pipedrive
RUBE_MANAGE_CONNECTIONS with toolkit pipedriveRUBE_SEARCH_TOOLS first to get current tool schemasGet 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.
RUBE_SEARCH_TOOLS respondsRUBE_MANAGE_CONNECTIONS with toolkit pipedriveWhen 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]Key parameters :
title: Deal title (required for creation)value: Monetary value of the dealcurrency: 3-letter ISO currency code (e.g., "USD")pipeline_id / stage_id: Numeric IDs for pipeline placementorg_id / person_id: Link to organization and contactstatus: "open", "won", or "lost"expected_close_date: Format YYYY-MM-DDPitfalls :
title is the only required field for PIPEDRIVE_ADD_A_DEAL; all others are optionalPIPEDRIVE_UPDATE_A_DEAL requires the numeric id of the dealstatus to "lost" requires also providing lost_reasonWhen 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 creationemail: Array of objects with value, label, primary fields for personsphone: Array of objects with value, label, primary fields for personsorg_id: Link a person to an organizationvisible_to: 1 = owner only, 3 = entire companyPitfalls :
PIPEDRIVE_ADD_AN_ORGANIZATION may auto-merge with an existing org; check response.additional_data.didMerge[{"value": "test@example.com", "label": "work", "primary": true}]PIPEDRIVE_SEARCH_PERSONS wildcards like * or @ are NOT supported; use PIPEDRIVE_GET_ALL_PERSONS to list allPIPEDRIVE_DELETE_A_PERSON or PIPEDRIVE_DELETE_AN_ORGANIZATION is soft-delete with 30-day retention, then permanentWhen to use : User wants to create calls, meetings, tasks, or other activities linked to deals, contacts, or organizations.
Tool sequence :
PIPEDRIVE_SEARCH_PERSONS or 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-DDdue_time: Format HH:MMduration: Format HH:MM (e.g., "00:30" for 30 minutes)deal_id / person_id / org_id: Link to related entitiesdone: 0 = not done, 1 = donePitfalls :
subject and type are required for PIPEDRIVE_ADD_AN_ACTIVITYtype must match an existing ActivityTypes key_string in the accountdone is an integer (0 or 1), not a booleanmore_activities_scheduled_in_context in additional_dataWhen to use : User wants to attach notes to deals, persons, organizations, leads, or projects.
Tool sequence :
PIPEDRIVE_SEARCH_PERSONS or 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 requiredpinned_to_deal_flag / pinned_to_person_flag: Filter pinned notes when listingPitfalls :
content is required and supports HTML; plain text works but is sanitized server-sidedeal_id, person_id, org_id, lead_id, or project_id must be providedPIPEDRIVE_GET_ALL_NOTES returns notes across all entities by default; filter with entity ID paramsWhen 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 pipelinetotals_convert_currency: 3-letter currency code or "default_currency" for converted totalsget_summary: Set to 1 for deal summary in pipeline responsesPitfalls :
PIPEDRIVE_GET_ALL_PIPELINES takes no parameters; returns all pipelinesPIPEDRIVE_GET_ALL_STAGES returns stages for ALL pipelines unless pipeline_id is specifiedper_stages_converted only when totals_convert_currency is setAlways resolve display names to numeric IDs before operations:
PIPEDRIVE_SEARCH_ORGANIZATIONS with term paramPIPEDRIVE_SEARCH_PERSONS with term paramPIPEDRIVE_GET_ALL_PIPELINES then match by namePIPEDRIVE_GET_ALL_STAGES with pipeline_id then match by nameMost list endpoints use offset-based pagination:
start (offset) and limit (page size) parametersadditional_data.pagination.more_items_in_collection to know if more pages existadditional_data.pagination.next_start as the start value for the next pagePIPEDRIVE_GET_ALL_PERSONS and PIPEDRIVE_GET_ALL_ORGANIZATIONS can return large datasets; always paginatevisible_to is numeric: 1 = owner only, 3 = entire company, 5 = specific groupsdone on activities is integer 0/1, not boolean true/falsedidMerge in responsePIPEDRIVE_SEARCH_PERSONS requires minimum 2 characters and does not support wildcardsresponse.data.data in wrapped executionsresponse.data.items, not top-level| 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, , |
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PIPEDRIVE_ADD_A_PRODUCT_TO_A_DEAL - Attach line items/products [Optional]term: Search term for SEARCH_PERSONS / SEARCH_ORGANIZATIONS (minimum 2 characters)valuestage_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 |