Pipedrive pipeline brief, deal triage and forecast skills on the official Pipedrive MCP.
Version 0.7.22. A release workflow in the source repository builds this repository; the next release overwrites every file.
| Skill | What it does |
|---|---|
pipeline-brief |
Pipeline status: what moved, what closes this week, what stalled, ranked by your team's rules. Reads only. |
deal-triage |
Flags stalled or at-risk deals and proposes one next activity per deal. Writes only after you confirm each one. |
forecast |
Revenue forecast for a period, with coverage against target and risks. Reads only. |
Every skill reads your Pipedrive account through the official Pipedrive MCP connector, which the plugin references (.mcp.json, https://mcp.pipedrive.ai/mcp). Installing the plugin gives Claude no access by itself: you connect Pipedrive from the plugin's Connectors tab, or sign in the first time Claude Code calls it, and Claude then sees what your Pipedrive role allows.
- Claude Cowork and Claude Code: supported. The plugin's hooks save each Pipedrive response for the bundled scripts, check each reply the scripts produce, and let a write reach Pipedrive only after you confirm it, and only once: a write that succeeded is not sent again.
- claude.ai chat: the skills load, but chat does not run plugin hooks, so nothing is saved and no write is guarded. The skills say so and stop. Use Cowork or Claude Code.
Claude Cowork and claude.ai
- From the directory, once the plugin is listed: Customize → Plugins → Discover, select the plugin, Add. On Team and Enterprise plans an Owner can set it to Installed by default or Required for the organization.
- From this repository: Customize → Plugins → Add → Add marketplace, enter
pipedrive/skills, then installpipedrive-sales.
Then connect Pipedrive on the plugin's Connectors tab and start a task, for example "give me my pipeline brief for this week".
Claude Code
claude plugin marketplace add pipedrive/skills
claude plugin install pipedrive-sales@pipedriveA plugin added on claude.ai also reaches Claude Code as a synced plugin at the next session start.
- What it reads: deals, activities, notes, people, organizations, stages and your account context, through the Pipedrive connector, with your own Pipedrive permissions.
- What it sends: nothing to any service other than Pipedrive. When you ask for a dashboard or a Claude Doc, the host's own Artifact or Claude Docs tool publishes it in your Claude account.
- What it stores: a
.pipedrive-sales/folder in the working folder you run it in. It holds your saved settings (config.json), the run records the scripts need, and copies of Pipedrive responses the hooks saved for them (runs/captured/), which the scripts delete after 7 days, and the id of the Pipedrive user you are signed in as (runs/current-user.json), which the write checks use. These are plain files with CRM data in them: if the working folder is a git repository, add.pipedrive-sales/to its.gitignore. Delete the folder to remove everything the plugin kept. - What it writes to Pipedrive: only
deal-triagewrites, and only through four tools (addActivity,updateActivity,addNote,updateDeal), each after you confirm that item. A write reaches Pipedrive only with the exact parameters a preflight script produced; the plugin's write guard denies anything else. The other skills never write.
Unsupported. This release ships no Codex or ChatGPT manifest. A Codex-format marketplace exists in the preview build, for testing only. Whether ChatGPT runs plugin hooks is not confirmed, so the write guard and the saved responses may not exist there.
Each release is a tag (vX.Y.Z) plus a GitHub release with per-skill zips and a SHA-256 manifest. A directory install updates on its own. For a marketplace install, run claude plugin marketplace update pipedrive or select Check for updates under Customize → Plugins.
Report problems on this repository's issue tracker. Never include customer names, account ids, OAuth tokens or API keys in an issue. Licensed under Apache-2.0; see LICENSE.