Recipes / Pipedrive pipeline review: top deals and the ones with no next step

Pipedrive pipeline review: top deals and the ones with no next step

This recipe uses the official Pipedrive MCP server, and it works in Claude and ChatGPT. Steps that write, send or spend credits wait for your approval.

Who is this for?

Account executives and sales managers on Pipedrive who want a weekly pipeline review without clicking through every deal. You get the open deals ranked, the ones with no next activity or an overdue one flagged, and, after you approve, follow-up activities and notes added in Pipedrive. Everything runs inside one connector, so it works in a chat app with no setup beyond the Pipedrive sign-in.

What do you get?

Pipeline review for one rep, nothing changed yet. Sample output: every company and person in it is fictional.

How long does it take, and what does it cost?

Estimate About 15–25 minutes, most of it reading the flagged deals and approving the follow-ups.

Assumptions: One pipeline with 10 to 30 open deals, one rep, reviewed once a week.

• Pipedrive: Reads: one account context call, one deal list, the activity list, and email messages for the top deals if email sync is on. Writes after you approve: a few activities and notes. Calls count against your plan's MCP token limit. Pipedrive doesn't publish a per-tool cost. Every call uses quota. Usage is subject to token limits included in the Pipedrive plan; additional tokens can be purchased. Per-tool costs are not documented. Source: pipedrive.com, checked 2026-10-16

Exact credit costs depend on your plan with each vendor. Check the tool pages before a large run.

Which MCP servers does it use?

Every server is confirmed in: ClaudeChatGPT

• Pipedrive Up · auth
  ClaudeChatGPTRead + writeEvery call uses quota
  https://mcp.pipedrive.ai/mcp

How do I set it up in a chat app?

Every server in this recipe is confirmed for Claude and ChatGPT. Connect each one, then paste the prompts below into one conversation.

• Connect Pipedrive without code (Claude, ChatGPT)

Developer setup

{
  "mcpServers": {
    "pipedrive": {
      "url": "https://mcp.pipedrive.ai/mcp"
    }
  }
}

Step-by-step prompts

Copy all prompts

1. Get my Pipedrive account context and list the pipelines and stages. Show me the pipeline names and wait for me to pick {pipeline} and the owner {owner}.
2. List the open deals in {pipeline} owned by {owner}. For each deal show the organization, stage, value, expected close date, and the next planned activity. Mark a deal when it has no planned activity, or when its next activity is past due and not done. Don't change anything.
3. Rank the top {top_n} deals by value and stage. For each of them, read the email messages linked to the deal if email sync is on, and add the date and one line on the last email. If there are no synced emails, say so instead of guessing.
4. For every deal that needs a next step, propose one activity: the type, the date, the contact, and a one-line subject. Show the list as a table and wait. After I approve it, create only the activities I approve and add a short note to each of those deals saying why. Don't move stages, change values, or mark anything done.
5. Give me a short summary I can paste into my weekly update: open count, total value, the top deals, and the deals that still need a next step. Keep it here as text.

Can I run it on a schedule? (optional)

• Run it by hand once a week, before your pipeline meeting or one-on-one.
• A manager can rerun it per rep by changing {owner}.
• If you schedule it, keep the scheduled run to steps 1 to 3 and step 5. Creating activities should wait for you.

Where does this go wrong?

• A deal flagged as having no next step when it has one. Pipedrive counts only planned activities on the deal. If the next step lives in a calendar or an email thread that isn't linked to the deal, check before adding a duplicate activity.
• Last-email lines that are empty or out of date. The email tools need a connected email sync. If the deal shows no messages, the table should say 'No synced email', not 'no contact'.
• Activities created on the wrong deal or contact. Read the proposed table row by row before you approve. Each row should name the deal, the organization and the person.
• Not all tools show up in the chat app. Pipedrive says Claude may not load every tool by default. If the email or activity tools are missing, refresh the tools list in the connector settings.

Gotchas

• Pipedrive's MCP server works on every plan, and usage is subject to token limits in the plan. Extra tokens can be bought. Per-tool costs aren't published.
• The assistant sees and edits only what your Pipedrive user can. Pipedrive says actions are recorded in the change log.
• Email tools need email sync connected in Pipedrive. Projects tools need the Projects add-on, and this recipe doesn't use them.
• Claude: add it as a custom connector. ChatGPT needs a Pro, Business, Enterprise or Edu plan with developer mode on.

Download

Get the prompts, guardrails and expected output as one Markdown file. Paste it into a Claude Project or ChatGPT project's instructions, or save it as CLAUDE.md for Claude Code.

Download pipedrive-pipeline-review.md