Review Pipedrive pipeline hygiene

The Pipedrive pipeline hygiene review template reads the open deals in one pipeline with their stages, values, owners, and activities, then flags deals with no recent activity, overdue activities, and deals missing an owner, value, or expected close date, proposing an owner and next action for each with the deal cited. It follows the revops marketing skill: keep the CRM trustworthy so forecasts stay honest, and leave every record change to a person.

Enable and connect Pipedrive

An operator must enable MANAGED_MCP_PIPEDRIVE_ENABLED. Pipedrive's authorization server at oauth.pipedrive.com supports dynamic client registration, so no static client is needed; connect the Pipedrive card and authorize with your own Pipedrive login. Pipedrive MCP is available on every Pipedrive plan. Pipedrive's server offers only :full scopes plus search:read, so the grant itself is not read-only — the read-only boundary comes from Work on Repeat's tool policy. Access follows your Pipedrive permission set.

Set the variables

Reference them in the instructions as {{pipelineName}}, {{stalenessDays}}.

Current beta boundary

Pipedrive is connection-only until exact authenticated tool schemas are captured and reviewed, so the packaged routine ships as a preview. Because the grant can write, the review matters more here than for read-scoped providers: after it lands, the first manifest should stay with deal, person, organization, activity, and pipeline-stage reads, and every deal, person, organization, or activity write must remain blocked or approval-gated.

Recovery

If authorization expires or is revoked, the connection moves to reauthorization_required; reconnect the same card to update it in place.