plugin.json

{
  "$schema": "https://agent-plugins.org/schemas/1.0.0/plugin.schema.json",
  "name": "pipedrive",
  "version": "1.0.1",
  "description": "Connect ChatGPT and Codex to Pipedrive to find and manage CRM records, deals, activities, leads, products, and notes.",
  "author": {
    "name": "Pipedrive",
    "url": "https://www.pipedrive.com"
  },
  "homepage": "https://www.pipedrive.com",
  "keywords": [
    "crm",
    "sales",
    "deals",
    "contacts",
    "pipedrive"
  ],
  "extensions": {
    "com.openai": {
      "interface": {
        "displayName": "Pipedrive",
        "shortDescription": "Work with your Pipedrive CRM",
        "longDescription": "Empower ChatGPT to securely and reliably work with your Pipedrive data. Find deals, update records, get insights, move opportunities through your pipeline, and automate workflows, all from your AI assistant.",
        "developerName": "Pipedrive",
        "category": "Business & Operations",
        "capabilities": [
          "Manage deals and leads",
          "Manage contacts and organizations",
          "Manage activities and notes",
          "Manage products"
        ],
        "websiteURL": "https://www.pipedrive.com",
        "supportURL": "https://support.pipedrive.com/en/contact-us",
        "privacyPolicyURL": "https://www.pipedrive.com/en/privacy",
        "termsOfServiceURL": "https://www.pipedrive.com/en/terms-of-service",
        "defaultPrompt": [
          "Show my open deals and their current stages.",
          "Find a contact by name, email, or phone number.",
          "Schedule a follow-up activity for a deal."
        ],
        "composerIcon": "./assets/pipedrive-logo.png",
        "logo": "./assets/pipedrive-logo.png"
      },
      "review": {
        "commerce": false,
        "commerce_description": "This plugin does not sell products or process payments.",
        "demo_recording_url": "https://www.loom.com/share/65c7dea7cd85415baf6e873a267c29d9",
        "test_cases": {
          "positive": [
            {
              "description": "Review the configured sales pipelines and stages. Pass when the response names the pipelines and stages returned by the connected reviewer workspace without inventing IDs or records.",
              "prompt": "Show me my Pipedrive pipelines and list their stages in order.",
              "tools_triggered": "getAccountContext",
              "expected_behavior": "Call getAccountContext and summarize the returned pipelines and their stages. Every pipeline name, stage name, and identifier stated in the answer must come from the tool response. Do not modify any records."
            },
            {
              "description": "Find the existing sample contact Carol Jensen by exact email in the dedicated reviewer workspace. Pass when only matching returned contact data is presented.",
              "prompt": "Find the person in Pipedrive with the exact email carol.jensen@vossmanufacturing.com and show their name, phone number, and organization.",
              "tools_triggered": "searchPersons",
              "expected_behavior": "Call searchPersons with fields containing email, exact_match true, and the raw term carol.jensen@vossmanufacturing.com using a literal @ rather than a URL-encoded %40. Return Carol Jensen's name, email, phone number, and Voss Manufacturing organization only when those fields are present in the tool result; clearly report if a requested field is absent."
            },
            {
              "description": "Look up the existing open sample deal Quality Control System Implementation by its exact title. Pass when the result is grounded in the returned deal record.",
              "prompt": "Find the open Pipedrive deal titled [Sample] Quality Control System Implementation and show its value, currency, stage, organization, and contact.",
              "tools_triggered": "searchDeals",
              "expected_behavior": "Call searchDeals with term [Sample] Quality Control System Implementation and exact_match true. Select the exact matching open deal from the returned results. Return its value, currency, stage, Voss Manufacturing organization, and Carol Jensen contact without guessing missing fields or changing the deal."
            },
            {
              "description": "Create a follow-up task on the existing open Quality Control System Implementation sample deal. Pass when the exact deal is resolved first and one activity is created with the requested subject, type, date, time, and deal association.",
              "prompt": "Schedule a Pipedrive task called Review quality-control proposal for 2027-01-20 at 14:00 on the open [Sample] Quality Control System Implementation deal.",
              "tools_triggered": "searchDeals, addActivity",
              "expected_behavior": "First call searchDeals to resolve the exact open [Sample] Quality Control System Implementation deal. After identifying one unambiguous deal, call addActivity once with subject Review quality-control proposal, type task, due_date 2027-01-20, due_time 14:00, and that deal's ID. Confirm the created activity using only the returned data. If the deal is missing or ambiguous, ask for clarification and do not create an activity."
            },
            {
              "description": "Move the existing Automated Assembly Line Upgrade sample deal to the Proposal Sent stage, which is present in the reviewer workspace. Pass when the stage ID is resolved from account context and only the intended deal is updated.",
              "prompt": "Move the open Pipedrive deal [Sample] Automated Assembly Line Upgrade to the Proposal Sent stage.",
              "tools_triggered": "searchDeals, getStages, updateDeal",
              "expected_behavior": "Call searchDeals to resolve the exact open [Sample] Automated Assembly Line Upgrade deal and call getStages to resolve the Proposal Sent stage ID. After both are unambiguous, request permission and call updateDeal once with that deal ID and the resolved stage_id. Confirm the updated stage from the tool response. Do not guess IDs or update anything when either match is missing or ambiguous."
            }
          ],
          "negative": [
            {
              "description": "This server does not expose person deletion. Do not use updatePerson or another write tool to simulate deletion, and do not claim that any record was removed. Explain that deleting a person is unsupported; a read-only lookup is acceptable but unnecessary.",
              "prompt": "Delete the Pipedrive person [Sample] Carol Jensen."
            },
            {
              "description": "Pipedrive tools must not be used to charge a payment method or complete a purchase because this plugin does not support commerce or payment processing. Explain the limitation without creating or updating CRM records.",
              "prompt": "Charge the Voss Manufacturing customer credit card 500 dollars for the proposal."
            },
            {
              "description": "Pipedrive tools must not be used for open-web company research. Explain that the plugin only accesses connected Pipedrive data, or use a separate authorized research capability if available, without invoking a Pipedrive tool.",
              "prompt": "Search the web for the latest news and funding announcements about Voss Manufacturing."
            }
          ]
        }
      },
      "publication": {
        "countries": [],
        "release_notes": "Expanded OAuth scope configuration so newly released Pipedrive MCP tools can be discovered and authorized, including projects, mail, field management, search, and user access."
      },
      "apps": "./.app.json"
    }
  }
}