MULTI-APP TOOLKIT
Build with Autotask PSA + Pipedrive
- Multi-app
- One MCP session
- 51 actions
- 6 triggers
- Managed auth
MCP
One MCP session, both toolsets
One session gives your product or agent every Autotask PSA and Pipedrive tool at once — connect once, list tools, and call them like any single-app session.
// accessToken: mint a short-lived token with the Connect SDK — see the MCP guide
const transport = new StreamableHTTPClientTransport(
new URL("https://remote.mcp.pipedream.net/v3"),
{
requestInit: {
headers: {
Authorization: `Bearer ${accessToken}`,
"x-pd-project-id": "{project_id}",
"x-pd-environment": "production",
"x-pd-external-user-id": "{external_user_id}", // any stable ID for this user in your system
"x-pd-app-slug": "autotask_psa,pipedrive",
},
},
},
)
const mcp = new Client({ name: "my-agent", version: "1.0.0" })
await mcp.connect(transport)
const { tools } = await mcp.listTools()
// One list, both toolsets: Autotask PSA and Pipedrive tools arrive
// together, each keyed by its own app's slug.
// e.g. run Get Companies Count:
const result = await mcp.callTool({
name: "autotask_psa-get-companies-count",
arguments: {
filter: "Filter",
},
})import { PipedreamClient } from "@pipedream/sdk"
const pd = new PipedreamClient({
projectId: process.env.PIPEDREAM_PROJECT_ID!,
clientId: process.env.PIPEDREAM_CLIENT_ID!,
clientSecret: process.env.PIPEDREAM_CLIENT_SECRET!,
projectEnvironment: "production",
})
const externalUserId = "{external_user_id}" // any stable ID for this user in your system
const [autotaskPsaTools, pipedriveTools] =
await Promise.all([
pd.components.list({ app: "autotask_psa" }),
pd.components.list({ app: "pipedrive" }),
])
// One external user owns both connected accounts, so either app's tools
// run on their behalf with the same externalUserId.curl "https://api.pipedream.com/v1/connect/{project_id}/components?app=autotask_psa" \
-H "X-PD-Environment: production" \
-H "Authorization: Bearer {access_token}"
curl "https://api.pipedream.com/v1/connect/{project_id}/components?app=pipedrive" \
-H "X-PD-Environment: production" \
-H "Authorization: Bearer {access_token}"
# Connect both accounts to the same external_user_id, then
# configure and invoke either app's tools on that user's behalf.ARCHITECTURE
One user, two connected accounts
Your user connects each account once, under whatever ID they already have in your product. The two stay independent — either can be revoked on its own — and your code reaches both through that one user.
Your product
external_user_id
{external_user_id}Pipedream Connect
Managed identity
Auth · tools · routing
Autotask PSA
Connected account
Pipedrive
Connected account
TOOLS
Autotask PSA tools
The Autotask PSA tools this pairing puts in reach, each one running on your user's own connected account.
Actions top 8 of 10
-
Get Companies Count
actionGet count of companies in Autotask PSA. See the documentationRead-onlyv0.0.1 -
Get Tickets Count
actionGet count of tickets in Autotask PSA. See the documentationRead-onlyv0.0.1 -
List Billing Items
actionQuery billing items from Autotask PSA. See the documentationRead-onlyv0.0.1 -
List Companies
actionQuery companies from Autotask PSA. See the documentationRead-onlyv0.0.1 -
List Contracts
actionQuery contracts from Autotask PSA. See the documentationRead-onlyv0.0.1 -
List Resources
actionQuery resources from Autotask PSA. See the documentationRead-onlyv0.0.1 -
List Service Call Tickets
actionQuery service call tickets from Autotask PSA. See the documentationRead-onlyv0.0.1 -
List Ticket Notes
actionQuery ticket notes from Autotask PSA. See the documentationRead-onlyv0.0.1
Triggers
No Autotask PSA triggers are available yet.
TOOLS
Pipedrive tools
The Pipedrive tools this pairing puts in reach, each one running on your user's own connected account.
Actions top 8 of 41
-
Add Activity
actionAdds a new activity. Includesmore_activities_scheduled_in_contextproperty in response'sadditional_datawhich indicates whether there are more undone activities scheduled with the same deal, person or organization (depending on the supplied data). See the Pipedrive API docs for Activities here. For info on adding an activity in PipedriveWritev0.1.26 -
Add Deal
actionAdds a new deal. See the Pipedrive API docs for Deals hereWritev0.1.26 -
Add Labels
actionAdds labels to a lead, person, deal, or organization in Pipedrive. See the documentationWritev0.0.5 -
Add Lead
actionCreate a new lead in Pipedrive. See the documentationWritev0.0.20 -
Add Note
actionAdds a new note. For info on adding an note in PipedriveWritev0.0.21 -
Add Organization
actionAdds a new organization. See the Pipedrive API docs for Organizations hereWritev0.1.22 -
Add Person
actionAdds a new person. See the Pipedrive API docs for People hereWritev0.1.25 -
Create Project
actionCreates a new project in Pipedrive. Use List Project Boards to obtain a valid Board ID and List Project Phases to obtain a valid Phase ID before running this action. Example: to open a project on the first board/phase, call withtitle="Q3 Website Redesign",status="open",boardId="1",phaseId="1"-> returns the created project with its numericid. See the documentationWritev0.0.2
Triggers top 4 of 6
-
Deal Updated (Instant)
triggerEmit new event when a deal is updated.Instantv0.1.14 -
Lead Updated (Instant)
triggerEmit new event when a lead is updated.Instantv0.1.14 -
New Deal (Instant)
triggerEmit new event when a new deal is created.Instantv0.0.18 -
New Event (Instant)
triggerEmit new event when a new webhook event is received. See the documentationInstantv0.0.9
MULTI-APP
Works with more apps
The combinations customers connect alongside these two — nothing here is limited to a pair.
REFERENCE
Toolkit details
- x-pd-app-slug
- autotask_psa,pipedrive
- Primary app
- Autotask PSA (autotask_psa)
- Second app
- Pipedrive (pipedrive)
- Authentication
- OAuth + OAuth
- Available actions
- 51
- Available triggers
- 6