Pipedrive agent skills for Claude Code, Cursor and RevampKey

5 ready-made playbooks that teach an AI agent how to do real Pipedrive work: which tools to call, what to check first, and when to stop and ask you.

Download RevampKey, free I have it: connect Pipedrive

Connect Pipedrive once and all 5 skills install themselves and stay up to date. Mac, Windows and Linux.

All 5 Pipedrive skills

Each skill is one job. You ask in plain words and the agent loads the skill that matches, then follows its steps.

Start hereAsks before writing23 Pipedrive tools

Use Pipedrive with your AI assistant, safely

The ground rules for working in Pipedrive from an AI assistant: confirm the account, choose the right lookup, page through large results, and ask before any change to your CRM.

Use it when

You have just connected Pipedrive and want to know what the assistant can do
You are starting a CRM task and want it to check before it changes anything
A search returned nothing or was blocked, and you want to know why

Tools it uses

getDeal
getPerson
getOrganization
getActivity
getNote
getStage
searchPersons
searchOrganization
searchDeals
searchLeads
getDeals
getPersons
getOrganizations
getActivities
getNotes
getStages
convertLeadToDeal
addPerson
addOrganization
addDeal
addActivity
addNote
updateActivity

Example

Before you change anything, check which Pipedrive account I'm connected to and find every open deal for Acme Corp.

You're connected to Brightline Labs. I searched for Acme Corp and found 1 organisation with 3 open deals: 2 in Proposal Sent and 1 in Discovery. I haven't changed anything. Do you want me to move the Discovery deal forward?

Use in RevampKeyRead the full skill →

Asks before writing9 Pipedrive tools

Clean up Pipedrive organisations and contacts with AI

Finds duplicate and incomplete organisations and people in Pipedrive, checks each pair against real evidence, and proposes merges and field fixes. It asks before changing any record.

Use it when

Your contact list has the same company under several names
Many people have no owner or no organisation linked
You want to tidy the address book without losing deal history

Tools it uses

getOrganizations
getPersons
searchOrganization
searchPersons
getOrganization
getPerson
getActivities
getNotes
updateActivity

Example

Find duplicate organisations in my Pipedrive account and suggest which ones to merge. Don't change anything yet.

I found 14 organisations with near-duplicate names. 6 are confirmed duplicates: they share an email domain and have overlapping deals. 5 are probable and need your call. 3 are unlikely name matches and I've left them alone. Nothing has been changed yet; reply with the merges you approve.

Use in RevampKeyRead the full skill →

Read-only7 Pipedrive tools

Review your Pipedrive deal pipeline with AI

Scans your open Pipedrive deals by stage and recency to find stalled, overdue or at-risk opportunities, then recommends one next action for each. It is read-only and asks before changing anything.

Use it when

A manager wants to know which deals are stuck before the monthly forecast call
A rep asks which of their open deals need follow-up this week
Leadership wants an honest view of how much pipeline value is at risk

Tools it uses

getStages
getDeals
searchDeals
getActivities
getNotes
getPerson
getOrganization

Example

Review my open deals and tell me which ones are stalled or overdue, with a next step for each.

You have 42 open deals worth €1.8M. 9 deals (€620K) are at risk: 4 are past their expected close date, 3 have had no logged activity in 14 days, and 2 have no next step booked. The largest is Northwind Ltd (€240K, Proposal stage), idle for 19 days with its procurement contact not yet linked. My first recommendation is to book a call with that contact this week. I have not changed any deals.

Use in RevampKeyRead the full skill →

Read-only9 Pipedrive tools

Convert leads to deals in Pipedrive with AI

Qualifies your Pipedrive leads, checks for duplicates, and converts the good ones into deals linked to the right person and organisation. It asks for approval before converting anything.

Use it when

You have a batch of new leads to qualify and move into the pipeline
A lead came in for a company you already have a deal with
You want to confirm a lead converted cleanly, with no duplicate contacts

Tools it uses

searchLeads
searchDeals
searchOrganization
searchPersons
convertLeadToDeal
getStages
getStage
getLeadConversionStatus
getDeal

Example

Go through my new leads from this week, convert the qualified ones into deals, and hold back anything that's a duplicate or missing a contact.

I reviewed 12 leads: 5 are qualified and ready to convert, 4 duplicate existing deals, and 3 need more information. Nothing has changed yet. Shall I convert the 5 qualified leads into deals linked to their existing organisations?

Use in RevampKeyRead the full skill →

Asks before writing17 Pipedrive tools

Turn meeting notes into Pipedrive records

Reads your call or meeting notes, matches the people, organisation and deal already in Pipedrive, and drafts a note plus follow-ups. Nothing is written until you approve the plan.

Use it when

You paste notes from a sales call and want them logged against the right deal.
You need follow-up activities created from what was agreed in a meeting.
You want to avoid duplicate contacts when logging a meeting with new people.

Tools it uses

searchPersons
searchOrganization
searchDeals
getPerson
getOrganization
getDeal
getActivities
getNotes
addOrganization
addPerson
addDeal
addNote
addActivity
getStages
updateActivity
getActivity
getNote

Example

Here are my notes from today's call with Dana at Northwind. Log them against the Northwind deal and set a follow-up for next Thursday.

I found Dana Reyes at Northwind and the open Northwind deal, both matched on email domain. Plan: one note summarising the outcome, a call activity logged today, and a follow-up call on Thursday 14 March. The stage change to Proposal is not proposed because the notes only say she liked the demo. Reply yes to write all three, or name the items to change.

Use in RevampKeyRead the full skill →

Get all 5 without copying a file

RevampKey adds the skills when you connect Pipedrive, updates them for you and removes them when you disconnect.

Download RevampKey

How Pipedrive skills work

Connect Pipedrive
The Pipedrive MCP server gives the agent its tools.
Ask in plain words
“Find duplicate organisations in my Pipedrive account and suggest which ones to merge. Don't change anything yet.” Each SKILL.md says when it applies, so only the one that fits is loaded.
Approve any change
The agent calls the tools in order, checks its work, and shows you any change before it makes it.

How to install Pipedrive skills

In RevampKey the skills install themselves when you connect Pipedrive. In other tools each skill is one folder with a SKILL.md file, and you also need the Pipedrive MCP server connected there.

About 1 minute · nothing to copy

Download RevampKey for Mac, Windows or Linux and sign in.
Open Connectors and connect Pipedrive. All 5 skills come with it and stay up to date; they go away when you remove the connector.
Ask in plain language, for example “Find duplicate organisations in my Pipedrive account and suggest which ones to merge. Don't change anything yet.”
Download RevampKeyConnect Pipedrive · 1 click
Get RevampKey to connect Pipedrive
RevampKey is a free desktop app for Mac, Windows and Linux. Install it, sign in, and Pipedrive is one click away with its skills already attached.
Download RevampKey
Not now? Use the skills in your current tool
for s in essentials account-contact-cleanup deal-pipeline-review lead-to-deal-conversion meeting-notes-to-crm; do curl -fsSL --create-dirs -o .claude/skills/pipedrive-mcp-$s/SKILL.md https://revampkey.com/marketplace/pipedrive-mcp/skills/$s/SKILL.md done
Other tools

Into this project’s .claude/skills folder

Connect the Pipedrive MCP server in Claude Code.

Run this in your project folder to add all 5 skills:

for s in essentials account-contact-cleanup deal-pipeline-review lead-to-deal-conversion meeting-notes-to-crm; do
  curl -fsSL --create-dirs -o .claude/skills/pipedrive-mcp-$s/SKILL.md https://revampkey.com/marketplace/pipedrive-mcp/skills/$s/SKILL.md
done

Ask in plain language, for example “Find duplicate organisations in my Pipedrive account and suggest which ones to merge. Don't change anything yet.”

Into the shared .agents/skills folder

Connect the Pipedrive MCP server in Cursor.

Run this in your project folder to add all 5 skills:

for s in essentials account-contact-cleanup deal-pipeline-review lead-to-deal-conversion meeting-notes-to-crm; do
  curl -fsSL --create-dirs -o .agents/skills/pipedrive-mcp-$s/SKILL.md https://revampkey.com/marketplace/pipedrive-mcp/skills/$s/SKILL.md
done

Ask in plain language, for example “Find duplicate organisations in my Pipedrive account and suggest which ones to merge. Don't change anything yet.”

Into the shared .agents/skills folder

Connect the Pipedrive MCP server in Codex.

Run this in your project folder to add all 5 skills:

for s in essentials account-contact-cleanup deal-pipeline-review lead-to-deal-conversion meeting-notes-to-crm; do
  curl -fsSL --create-dirs -o .agents/skills/pipedrive-mcp-$s/SKILL.md https://revampkey.com/marketplace/pipedrive-mcp/skills/$s/SKILL.md
done

Ask in plain language, for example “Find duplicate organisations in my Pipedrive account and suggest which ones to merge. Don't change anything yet.”

Into the shared .agents/skills folder

Connect the Pipedrive MCP server in VS Code.

Run this in your project folder to add all 5 skills:

for s in essentials account-contact-cleanup deal-pipeline-review lead-to-deal-conversion meeting-notes-to-crm; do
  curl -fsSL --create-dirs -o .agents/skills/pipedrive-mcp-$s/SKILL.md https://revampkey.com/marketplace/pipedrive-mcp/skills/$s/SKILL.md
done

Ask in plain language, for example “Find duplicate organisations in my Pipedrive account and suggest which ones to merge. Don't change anything yet.”

RevampKey or copy the files?

In RevampKey

One click when you connect Pipedrive
Updated for you when a skill improves
Removed when you disconnect
The MCP server is set up for you
800+ other connectors, same way

Download free

Copy into your project

One command per project
Run it again to get updates
You connect the Pipedrive MCP server yourself
Works in Claude Code, Cursor, Codex and VS Code

See the command

Pipedrive skills FAQ

What is a Pipedrive agent skill?

A SKILL.md file: a short playbook an AI agent loads when your request matches it. Each Pipedrive skill describes one job, which Pipedrive tools to use in which order, what to check first and when to stop and ask you.

Do the Pipedrive skills change anything on their own?

2 of the 5 only read. The others tell the agent to show you the change and wait for a yes before it creates, edits or deletes anything in Pipedrive.

Which tools can use these skills?

Any agent that reads the open Agent Skills format: Claude Code, Cursor, Codex, VS Code with Copilot and RevampKey. In RevampKey they are attached when you connect Pipedrive; elsewhere you copy the folders into your project or skills directory.

Do I need the Pipedrive MCP server too?

Yes. The skills tell the agent how to do the work; the Pipedrive MCP server gives it the tools to do it. The Pipedrive MCP setup guide covers every client.

Pipedrive MCP server setup · This page as Markdown

Put Pipedrive’s best workflows in your agent

Download RevampKey, connect Pipedrive and ask your first question in about a minute.

Download RevampKey Connect Pipedrive · 1 click

All 5 Pipedrive skills

Use Pipedrive with your AI assistant, safely

Use it when

Tools it uses

Clean up Pipedrive organisations and contacts with AI

Use it when

Tools it uses

Review your Pipedrive deal pipeline with AI

Use it when

Tools it uses

Convert leads to deals in Pipedrive with AI

Use it when

Tools it uses

Turn meeting notes into Pipedrive records

Use it when

Tools it uses

Get all 5 without copying a file

How Pipedrive skills work

How to install Pipedrive skills

RevampKey or copy the files?

In RevampKey

Copy into your project

Pipedrive skills FAQ

Put Pipedrive’s best workflows in your agent

Skills for related tools