{"id":"e0d63b78-3a5f-4f59-9697-eefaef1a9e11","shortId":"S6bR7r","kind":"skill","title":"pipedrive-automation","tagline":"Automate Pipedrive CRM operations including deals, contacts, organizations, activities, notes, and pipeline management via Rube MCP (Composio). Always search tools first for current schemas.","description":"# Pipedrive Automation via Rube MCP\n\nAutomate Pipedrive CRM workflows including deal management, contact and organization operations, activity scheduling, notes, and pipeline/stage queries through Composio's Pipedrive toolkit.\n\n## Prerequisites\n\n- Rube MCP must be connected (RUBE_SEARCH_TOOLS available)\n- Active Pipedrive connection via `RUBE_MANAGE_CONNECTIONS` with toolkit `pipedrive`\n- Always call `RUBE_SEARCH_TOOLS` first to get current tool schemas\n\n## Setup\n\n**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.\n\n1. Verify Rube MCP is available by confirming `RUBE_SEARCH_TOOLS` responds\n2. Call `RUBE_MANAGE_CONNECTIONS` with toolkit `pipedrive`\n3. If connection is not ACTIVE, follow the returned auth link to complete Pipedrive OAuth\n4. Confirm connection status shows ACTIVE before running any workflows\n\n## Core Workflows\n\n### 1. Create and Manage Deals\n\n**When to use**: User wants to create a new deal, update an existing deal, or review deal details in the sales pipeline.\n\n**Tool sequence**:\n1. `PIPEDRIVE_SEARCH_ORGANIZATIONS` - Find existing org to link to the deal [Optional]\n2. `PIPEDRIVE_ADD_AN_ORGANIZATION` - Create organization if none found [Optional]\n3. `PIPEDRIVE_SEARCH_PERSONS` - Find existing contact to link [Optional]\n4. `PIPEDRIVE_ADD_A_PERSON` - Create contact if none found [Optional]\n5. `PIPEDRIVE_GET_ALL_PIPELINES` - Resolve pipeline ID [Prerequisite]\n6. `PIPEDRIVE_GET_ALL_STAGES` - Resolve stage ID within the pipeline [Prerequisite]\n7. `PIPEDRIVE_ADD_A_DEAL` - Create the deal with title, value, org_id, person_id, stage_id [Required]\n8. `PIPEDRIVE_UPDATE_A_DEAL` - Modify deal properties after creation [Optional]\n9. `PIPEDRIVE_ADD_A_PRODUCT_TO_A_DEAL` - Attach line items/products [Optional]\n\n**Key parameters**:\n- `title`: Deal title (required for creation)\n- `value`: Monetary value of the deal\n- `currency`: 3-letter ISO currency code (e.g., \"USD\")\n- `pipeline_id` / `stage_id`: Numeric IDs for pipeline placement\n- `org_id` / `person_id`: Link to organization and contact\n- `status`: \"open\", \"won\", or \"lost\"\n- `expected_close_date`: Format YYYY-MM-DD\n\n**Pitfalls**:\n- `title` is the only required field for `PIPEDRIVE_ADD_A_DEAL`; all others are optional\n- Custom fields appear as long hash keys in responses; use dealFields endpoint to map them\n- `PIPEDRIVE_UPDATE_A_DEAL` requires the numeric `id` of the deal\n- Setting `status` to \"lost\" requires also providing `lost_reason`\n\n### 2. Manage Contacts (Persons and Organizations)\n\n**When to use**: User wants to create, update, search, or list contacts and companies in Pipedrive.\n\n**Tool sequence**:\n1. `PIPEDRIVE_SEARCH_PERSONS` - Search for existing person by name, email, or phone [Prerequisite]\n2. `PIPEDRIVE_ADD_A_PERSON` - Create new contact if not found [Required]\n3. `PIPEDRIVE_UPDATE_A_PERSON` - Modify existing contact details [Optional]\n4. `PIPEDRIVE_GET_DETAILS_OF_A_PERSON` - Retrieve full contact record [Optional]\n5. `PIPEDRIVE_SEARCH_ORGANIZATIONS` - Search for existing organization [Prerequisite]\n6. `PIPEDRIVE_ADD_AN_ORGANIZATION` - Create new organization if not found [Required]\n7. `PIPEDRIVE_UPDATE_AN_ORGANIZATION` - Modify organization properties [Optional]\n8. `PIPEDRIVE_GET_DETAILS_OF_AN_ORGANIZATION` - Retrieve full org record [Optional]\n\n**Key parameters**:\n- `name`: Required for both person and organization creation\n- `email`: Array of objects with `value`, `label`, `primary` fields for persons\n- `phone`: Array of objects with `value`, `label`, `primary` fields for persons\n- `org_id`: Link a person to an organization\n- `visible_to`: 1 = owner only, 3 = entire company\n- `term`: Search term for SEARCH_PERSONS / SEARCH_ORGANIZATIONS (minimum 2 characters)\n\n**Pitfalls**:\n- `PIPEDRIVE_ADD_AN_ORGANIZATION` may auto-merge with an existing org; check `response.additional_data.didMerge`\n- Email and phone fields are arrays of objects, not plain strings: `[{\"value\": \"test@example.com\", \"label\": \"work\", \"primary\": true}]`\n- `PIPEDRIVE_SEARCH_PERSONS` wildcards like `*` or `@` are NOT supported; use `PIPEDRIVE_GET_ALL_PERSONS` to list all\n- Deletion via `PIPEDRIVE_DELETE_A_PERSON` or `PIPEDRIVE_DELETE_AN_ORGANIZATION` is soft-delete with 30-day retention, then permanent\n\n### 3. Schedule and Track Activities\n\n**When to use**: User wants to create calls, meetings, tasks, or other activities linked to deals, contacts, or organizations.\n\n**Tool sequence**:\n1. `PIPEDRIVE_SEARCH_PERSONS` or `PIPEDRIVE_GET_DETAILS_OF_A_DEAL` - Resolve linked entity IDs [Prerequisite]\n2. `PIPEDRIVE_ADD_AN_ACTIVITY` - Create the activity with subject, type, due date [Required]\n3. `PIPEDRIVE_UPDATE_AN_ACTIVITY` - Modify activity details or mark as done [Optional]\n4. `PIPEDRIVE_GET_DETAILS_OF_AN_ACTIVITY` - Retrieve activity record [Optional]\n5. `PIPEDRIVE_GET_ALL_ACTIVITIES_ASSIGNED_TO_A_PARTICULAR_USER` - List user's activities [Optional]\n\n**Key parameters**:\n- `subject`: Activity title (required)\n- `type`: Activity type key string, e.g., \"call\", \"meeting\", \"task\", \"email\" (required)\n- `due_date`: Format YYYY-MM-DD\n- `due_time`: Format HH:MM\n- `duration`: Format HH:MM (e.g., \"00:30\" for 30 minutes)\n- `deal_id` / `person_id` / `org_id`: Link to related entities\n- `done`: 0 = not done, 1 = done\n\n**Pitfalls**:\n- Both `subject` and `type` are required for `PIPEDRIVE_ADD_AN_ACTIVITY`\n- `type` must match an existing ActivityTypes key_string in the account\n- `done` is an integer (0 or 1), not a boolean\n- Response includes `more_activities_scheduled_in_context` in additional_data\n\n### 4. Add and Manage Notes\n\n**When to use**: User wants to attach notes to deals, persons, organizations, leads, or projects.\n\n**Tool sequence**:\n1. `PIPEDRIVE_SEARCH_PERSONS` or `PIPEDRIVE_GET_DETAILS_OF_A_DEAL` - Resolve entity ID [Prerequisite]\n2. `PIPEDRIVE_ADD_A_NOTE` - Create note with HTML content linked to an entity [Required]\n3. `PIPEDRIVE_UPDATE_A_NOTE` - Modify note content [Optional]\n4. `PIPEDRIVE_GET_ALL_NOTES` - List notes filtered by entity [Optional]\n5. `PIPEDRIVE_GET_ALL_COMMENTS_FOR_A_NOTE` - Retrieve comments on a note [Optional]\n\n**Key parameters**:\n- `content`: Note body in HTML format (required)\n- `deal_id` / `person_id` / `org_id` / `lead_id` / `project_id`: At least one entity link required\n- `pinned_to_deal_flag` / `pinned_to_person_flag`: Filter pinned notes when listing\n\n**Pitfalls**:\n- `content` is required and supports HTML; plain text works but is sanitized server-side\n- At least one of `deal_id`, `person_id`, `org_id`, `lead_id`, or `project_id` must be provided\n- `PIPEDRIVE_GET_ALL_NOTES` returns notes across all entities by default; filter with entity ID params\n\n### 5. Query Pipelines and Stages\n\n**When to use**: User wants to view sales pipelines, stages, or deals within a pipeline/stage.\n\n**Tool sequence**:\n1. `PIPEDRIVE_GET_ALL_PIPELINES` - List all pipelines and their IDs [Required]\n2. `PIPEDRIVE_GET_ONE_PIPELINE` - Get details and deal summary for a specific pipeline [Optional]\n3. `PIPEDRIVE_GET_ALL_STAGES` - List all stages, optionally filtered by pipeline [Required]\n4. `PIPEDRIVE_GET_ONE_STAGE` - Get details for a specific stage [Optional]\n5. `PIPEDRIVE_GET_DEALS_IN_A_PIPELINE` - List all deals across stages in a pipeline [Optional]\n6. `PIPEDRIVE_GET_DEALS_IN_A_STAGE` - List deals in a specific stage [Optional]\n\n**Key parameters**:\n- `id`: Pipeline or stage ID (required for single-item endpoints)\n- `pipeline_id`: Filter stages by pipeline\n- `totals_convert_currency`: 3-letter currency code or \"default_currency\" for converted totals\n- `get_summary`: Set to 1 for deal summary in pipeline responses\n\n**Pitfalls**:\n- `PIPEDRIVE_GET_ALL_PIPELINES` takes no parameters; returns all pipelines\n- `PIPEDRIVE_GET_ALL_STAGES` returns stages for ALL pipelines unless `pipeline_id` is specified\n- Deal counts in pipeline summaries use `per_stages_converted` only when `totals_convert_currency` is set\n\n## Common Patterns\n\n### ID Resolution\nAlways resolve display names to numeric IDs before operations:\n- **Organization name -> org_id**: `PIPEDRIVE_SEARCH_ORGANIZATIONS` with `term` param\n- **Person name -> person_id**: `PIPEDRIVE_SEARCH_PERSONS` with `term` param\n- **Pipeline name -> pipeline_id**: `PIPEDRIVE_GET_ALL_PIPELINES` then match by name\n- **Stage name -> stage_id**: `PIPEDRIVE_GET_ALL_STAGES` with `pipeline_id` then match by name\n\n### Pagination\nMost list endpoints use offset-based pagination:\n- Use `start` (offset) and `limit` (page size) parameters\n- Check `additional_data.pagination.more_items_in_collection` to know if more pages exist\n- Use `additional_data.pagination.next_start` as the `start` value for the next page\n- Default limit is ~500 for some endpoints; set explicitly for predictable paging\n\n## Known Pitfalls\n\n### ID Formats\n- All entity IDs (deal, person, org, activity, pipeline, stage) are numeric integers\n- Lead IDs are UUID strings, not integers\n- Custom field keys are long alphanumeric hashes (e.g., \"a1b2c3d4e5f6...\")\n\n### Rate Limits\n- Pipedrive enforces per-company API rate limits; bulk operations should be paced\n- `PIPEDRIVE_GET_ALL_PERSONS` and `PIPEDRIVE_GET_ALL_ORGANIZATIONS` can return large datasets; always paginate\n\n### Parameter Quirks\n- Email and phone on persons are arrays of objects, not plain strings\n- `visible_to` is numeric: 1 = owner only, 3 = entire company, 5 = specific groups\n- `done` on activities is integer 0/1, not boolean true/false\n- Organization creation may auto-merge duplicates silently; check `didMerge` in response\n- `PIPEDRIVE_SEARCH_PERSONS` requires minimum 2 characters and does not support wildcards\n\n### Response Structure\n- Custom fields appear as hash keys in responses; map them via the respective Fields endpoints\n- Responses often nest data under `response.data.data` in wrapped executions\n- Search results are under `response.data.items`, not top-level\n\n## Quick Reference\n\n| Task | Tool Slug | Key Params |\n|------|-----------|------------|\n| Create deal | `PIPEDRIVE_ADD_A_DEAL` | `title`, `value`, `org_id`, `stage_id` |\n| Update deal | `PIPEDRIVE_UPDATE_A_DEAL` | `id`, `status`, `value`, `stage_id` |\n| Get deal details | `PIPEDRIVE_GET_DETAILS_OF_A_DEAL` | `id` |\n| Search persons | `PIPEDRIVE_SEARCH_PERSONS` | `term`, `fields` |\n| Add person | `PIPEDRIVE_ADD_A_PERSON` | `name`, `email`, `phone`, `org_id` |\n| Update person | `PIPEDRIVE_UPDATE_A_PERSON` | `id`, `name`, `email` |\n| Get person details | `PIPEDRIVE_GET_DETAILS_OF_A_PERSON` | `id` |\n| List all persons | `PIPEDRIVE_GET_ALL_PERSONS` | `start`, `limit`, `filter_id` |\n| Search organizations | `PIPEDRIVE_SEARCH_ORGANIZATIONS` | `term`, `fields` |\n| Add organization | `PIPEDRIVE_ADD_AN_ORGANIZATION` | `name`, `visible_to` |\n| Update organization | `PIPEDRIVE_UPDATE_AN_ORGANIZATION` | `id`, `name`, `address` |\n| Get org details | `PIPEDRIVE_GET_DETAILS_OF_AN_ORGANIZATION` | `id` |\n| Add activity | `PIPEDRIVE_ADD_AN_ACTIVITY` | `subject`, `type`, `due_date`, `deal_id` |\n| Update activity | `PIPEDRIVE_UPDATE_AN_ACTIVITY` | `id`, `done`, `due_date` |\n| Get activity details | `PIPEDRIVE_GET_DETAILS_OF_AN_ACTIVITY` | `id` |\n| List user activities | `PIPEDRIVE_GET_ALL_ACTIVITIES_ASSIGNED_TO_A_PARTICULAR_USER` | `user_id`, `start`, `limit` |\n| Add note | `PIPEDRIVE_ADD_A_NOTE` | `content`, `deal_id` or `person_id` |\n| List notes | `PIPEDRIVE_GET_ALL_NOTES` | `deal_id`, `person_id`, `start`, `limit` |\n| List pipelines | `PIPEDRIVE_GET_ALL_PIPELINES` | (none) |\n| Get pipeline details | `PIPEDRIVE_GET_ONE_PIPELINE` | `id` |\n| List stages | `PIPEDRIVE_GET_ALL_STAGES` | `pipeline_id` |\n| Deals in pipeline | `PIPEDRIVE_GET_DEALS_IN_A_PIPELINE` | `id`, `stage_id` |\n| Deals in stage | `PIPEDRIVE_GET_DEALS_IN_A_STAGE` | `id`, `start`, `limit` |\n| Add product to deal | `PIPEDRIVE_ADD_A_PRODUCT_TO_A_DEAL` | `id`, `product_id`, `item_price` |\n\n## When to Use\nThis skill is applicable to execute the workflow or actions described in the overview.\n\n## Limitations\n- Use this skill only when the task clearly matches the scope described above.\n- Do not treat the output as a substitute for environment-specific validation, testing, or expert review.\n- Stop and ask for clarification if required inputs, permissions, safety boundaries, or success criteria are missing.","tags":["pipedrive","automation","antigravity","awesome","skills","sickn33","agent-skills","agentic-skills","ai-agent-skills","ai-agents","ai-coding","ai-workflows"],"capabilities":["skill","source-sickn33","skill-pipedrive-automation","topic-agent-skills","topic-agentic-skills","topic-ai-agent-skills","topic-ai-agents","topic-ai-coding","topic-ai-workflows","topic-antigravity","topic-antigravity-skills","topic-claude-code","topic-claude-code-skills","topic-codex-cli","topic-codex-skills"],"categories":["antigravity-awesome-skills"],"synonyms":[],"warnings":[],"endpointUrl":"https://skills.sh/sickn33/antigravity-awesome-skills/pipedrive-automation","protocol":"skill","transport":"skills-sh","auth":{"type":"none","details":{"cli":"npx skills add sickn33/antigravity-awesome-skills","source_repo":"https://github.com/sickn33/antigravity-awesome-skills","install_from":"skills.sh"}},"qualityScore":"0.700","qualityRationale":"deterministic score 0.70 from registry signals: · indexed on github topic:agent-skills · 34616 github stars · SKILL.md body (12,305 chars)","verified":false,"liveness":"unknown","lastLivenessCheck":null,"agentReviews":{"count":0,"score_avg":null,"cost_usd_avg":null,"success_rate":null,"latency_p50_ms":null,"narrative_summary":null,"summary_updated_at":null},"enrichmentModel":"deterministic:skill-github:v1","enrichmentVersion":1,"enrichedAt":"2026-04-23T00:51:23.659Z","embedding":null,"createdAt":"2026-04-18T21:42:24.304Z","updatedAt":"2026-04-23T00:51:23.659Z","lastSeenAt":"2026-04-23T00:51:23.659Z","tsv":"'/mcp':93 '0':788,820 '0/1':1403 '00':772 '1':113,160,189,424,556,669,791,822,858,1032,1150,1389 '2':125,202,400,438,571,685,873,1044,1424 '3':133,213,311,450,559,643,699,888,1059,1136,1392 '30':638,773,775 '4':148,223,460,712,836,897,1072 '5':234,472,723,908,1010,1084,1395 '500':1300 '6':243,481,1100 '7':255,493 '8':273,502 '9':284 'a1b2c3d4e5f6':1340 'account':815 'across':1000,1094 'action':1736 'activ':12,44,65,138,153,647,660,689,692,703,705,718,720,727,736,741,745,804,829,1319,1400,1590,1594,1602,1606,1612,1619,1623,1627 'activitytyp':810 'add':90,107,204,225,257,286,358,440,483,575,687,802,837,875,1476,1513,1516,1561,1564,1589,1592,1637,1640,1708,1713 'addit':834 'additional_data.pagination.more':1276 'additional_data.pagination.next':1287 'address':1578 'alphanumer':1337 'also':396 'alway':21,75,1202,1369 'api':103,1348 'appear':367,1435 'applic':1730 'array':525,536,593,1379 'ask':1774 'assign':728,1628 'attach':292,847 'auth':142 'auto':580,1411 'auto-merg':579,1410 'autom':3,4,29,33 'avail':64,118 'base':1265 'bodi':926 'boolean':825,1405 'boundari':1782 'bulk':1351 'call':76,126,655,750 'charact':572,1425 'check':586,1275,1415 'clarif':1776 'clear':1749 'client':100 'close':342 'code':315,1139 'collect':1279 'comment':912,917 'common':1198 'compani':419,561,1347,1394 'complet':145 'composio':20,51 'configur':101 'confirm':120,149 'connect':60,67,71,129,135,150 'contact':10,40,219,229,335,402,417,445,457,469,664 'content':882,895,924,961,1643 'context':832 'convert':1134,1144,1190,1194 'core':158 'count':1183 'creat':161,171,207,228,260,412,443,486,654,690,878,1473 'creation':282,303,523,1408 'criteria':1785 'crm':6,35 'currenc':310,314,1135,1138,1142,1195 'current':26,83 'custom':365,1332,1433 'data':835,1451 'dataset':1368 'date':343,697,756,1598,1610 'day':639 'dd':348,761 'deal':9,38,164,174,178,181,200,259,262,277,279,291,299,309,360,383,390,663,679,777,850,868,931,949,980,1026,1052,1087,1093,1103,1108,1152,1182,1316,1474,1478,1486,1490,1497,1504,1599,1644,1655,1684,1689,1696,1701,1711,1718 'dealfield':375 'default':1004,1141,1297 'delet':622,625,630,636 'describ':1737,1753 'detail':182,458,463,505,676,706,715,865,1050,1078,1498,1501,1535,1538,1581,1584,1613,1616,1670 'didmerg':1416 'display':1204 'done':710,787,790,792,816,1398,1608 'due':696,755,762,1597,1609 'duplic':1413 'durat':767 'e.g':316,749,771,1339 'email':434,524,588,753,1373,1520,1532 'endpoint':109,376,1126,1261,1303,1447 'enforc':1344 'entir':560,1393 'entiti':682,786,870,886,906,944,1002,1007,1314 'environ':1765 'environment-specif':1764 'execut':1456,1732 'exist':177,194,218,430,456,478,584,809,1285 'expect':341 'expert':1770 'explicit':1305 'field':355,366,532,543,591,1333,1434,1446,1512,1560 'filter':904,955,1005,1068,1129,1552 'find':193,217 'first':24,80 'flag':950,954 'follow':139 'format':344,757,764,768,929,1312 'found':211,232,448,491 'full':468,510 'get':82,87,236,245,462,504,616,675,714,725,864,899,910,995,1034,1046,1049,1061,1074,1077,1086,1102,1146,1159,1169,1236,1248,1357,1362,1496,1500,1533,1537,1547,1579,1583,1611,1615,1625,1652,1664,1668,1672,1679,1688,1700 'group':1397 'hash':370,1338,1437 'hh':765,769 'html':881,928,966 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