# Pipedrive agent skills for Claude Code, Cursor and RevampKey

> Ready-made Pipedrive playbooks for AI agents: clean up Pipedrive organisations and contacts with AI, review your Pipedrive deal pipeline with AI, convert leads to deals in Pipedrive with AI. Free SKILL.md files for Claude Code, Cursor and Codex, or one click in RevampKey.

## Skills

- [Use Pipedrive with your AI assistant, safely](https://revampkey.com/marketplace/pipedrive-mcp/skills/essentials.md): 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.
- [Clean up Pipedrive organisations and contacts with AI](https://revampkey.com/marketplace/pipedrive-mcp/skills/account-contact-cleanup.md): 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.
- [Review your Pipedrive deal pipeline with AI](https://revampkey.com/marketplace/pipedrive-mcp/skills/deal-pipeline-review.md): 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.
- [Convert leads to deals in Pipedrive with AI](https://revampkey.com/marketplace/pipedrive-mcp/skills/lead-to-deal-conversion.md): 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.
- [Turn meeting notes into Pipedrive records](https://revampkey.com/marketplace/pipedrive-mcp/skills/meeting-notes-to-crm.md): 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.

## Install

- RevampKey: connect Pipedrive at https://revampkey.com/marketplace/pipedrive-mcp; the skills come with it.
- Any Agent Skills tool, into the current project:

```bash
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
```

### 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.

MCP setup guide: https://revampkey.com/marketplace/pipedrive-mcp.md