Pipedrive ACTION
Add Note
Adds a new note. For info on adding an note in Pipedrive
- Action
- Writes data
- OAuth
- SDK
- MCP
IMPLEMENTATION
Call this tool
Connect a user's Pipedrive account once, then configure and run Add Note from your backend or agent.
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 result = await pd.actions.run({
id: "pipedrive-add-note",
externalUserId: "{external_user_id}", // any stable ID for this user in your system
configuredProps: {
pipedrive: { authProvisionId: "apn_xxxxxxx" },
content: "Content",
leadId: "Lead ID",
},
})
console.log(result)curl -X POST https://api.pipedream.com/v1/connect/{project_id}/actions/run \
-H "Content-Type: application/json" \
-H "X-PD-Environment: production" \
-H "Authorization: Bearer {access_token}" \
-d '{
"external_user_id": "{external_user_id}",
"id": "pipedrive-add-note",
"configured_props": {
"pipedrive": { "authProvisionId": "apn_xxxxxxx" },
"content": "Content",
"leadId": "Lead ID"
}
}'// 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": "pipedrive",
},
},
},
)
const mcp = new Client({ name: "my-agent", version: "1.0.0" })
await mcp.connect(transport)
const { tools } = await mcp.listTools()
// listTools() hands your model this tool's input schema, so it can
// fill the arguments itself:
const result = await mcp.callTool({
name: "pipedrive-add-note",
arguments: {
content: "Content",
leadId: "Lead ID",
},
})SCHEMA
Inputs
Pipedream supplies the connected account. Your application provides the operation-specific values below. Dynamic inputs are resolved against that user's account.
| Property | Type | Description |
|---|---|---|
content Content | string | The content of the note in HTML format. Subject to sanitization on the back-end. Required |
leadId Lead ID | string | The ID of the lead the note will be attached to. This property is required unless one of (deal_id/person_id/org_id) is specified. Optional Dynamic |
dealId Deal ID | string | The ID of the deal the note will be attached to. This property is required unless one of (lead_id/person_id/org_id) is specified. Optional Dynamic |
personId Person ID | integer | The ID of the person this note will be attached to. This property is required unless one of (deal_id/lead_id/org_id) is specified. Optional Dynamic |
organizationId Organization ID | integer | The ID of the organization this note will be attached to. This property is required unless one of (deal_id/lead_id/person_id) is specified. Optional Dynamic |
userId User ID | integer | The ID of the user who will be marked as the author of the note. Only an admin can change the author. Optional Dynamic |
addTime Add Time | string | The creation date and time of the deal. Requires admin user API token. Format: YYYY-MM-DDTHH:MM:SSZ Optional |
pinnedToDealFlag Pinned To Deal Flag | boolean | If set, the results are filtered by note to deal pinning state (deal_id is also required) Optional |
pinnedToLeadFlag Pinned To Lead Flag | boolean | If set, the results are filtered by note to lead pinning state (lead_id is also required) Optional |
pinnedToOrgFlag Pinned To Organization Flag | boolean | If set, the results are filtered by note to organization pinning state (org_id is also required) Optional |
pinnedToPersonFlag Pinned To Person Flag | boolean | If set, the results are filtered by note to person pinning state (person_id is also required) Optional |
REFERENCE
Tool details
Behavior hints are published with the component in the Pipedream registry and surface as MCP tool annotations, so an agent can reason about a tool before it calls it.
- Registry key
- pipedrive-add-note
- Version
- 0.0.21
- App
- Pipedrive
- Authentication
- OAuth
- Read-only
- No
- Destructive
- No
- Open world
- Yes
- Source
- View on GitHub ↗