MULTI-APP TOOLKIT
Build with Pipedrive + Xero Accounting
- Multi-app
- One MCP session
- 80 actions
- 10 triggers
- Managed auth
MCP
One MCP session, both toolsets
One session gives your product or agent every Pipedrive and Xero Accounting 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": "pipedrive,xero_accounting_api",
},
},
},
)
const mcp = new Client({ name: "my-agent", version: "1.0.0" })
await mcp.connect(transport)
const { tools } = await mcp.listTools()
// One list, both toolsets: Pipedrive and Xero Accounting tools arrive
// together, each keyed by its own app's slug.
// e.g. run Add Activity:
const result = await mcp.callTool({
name: "pipedrive-add-activity",
arguments: {
subject: "Subject",
type: "Type",
},
})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 [pipedriveTools, xeroAccountingApiTools] =
await Promise.all([
pd.components.list({ app: "pipedrive" }),
pd.components.list({ app: "xero_accounting_api" }),
])
// 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=pipedrive" \
-H "X-PD-Environment: production" \
-H "Authorization: Bearer {access_token}"
curl "https://api.pipedream.com/v1/connect/{project_id}/components?app=xero_accounting_api" \
-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
Pipedrive
Connected account
Xero Accounting
Connected account
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
TOOLS
Xero Accounting tools
The Xero Accounting tools this pairing puts in reach, each one running on your user's own connected account.
Actions top 8 of 39
-
Add Items to Existing Sales Invoice
actionAdds line items to an existing sales invoice. See the docs hereWritev0.0.5 -
Bank Statements Report
actionGets bank statements for the specified bank account.Read-onlyv0.1.4 -
Create Bank Transaction
actionCreate a new bank transaction See the documentationWritev0.1.4 -
Create Bill
actionCreates a new bill (Accounts Payable)See the docs hereWritev0.0.5 -
Create Credit Note
actionCreates a new credit note.Writev0.1.4 -
Create Employee
actionCreates a new employee.Writev0.3.4 -
Create History Note
actionCreates a new note adding it to a document.Writev0.1.4 -
Create Item
actionCreates a new item.Writev0.1.4
Triggers
-
New or Updated Contact
triggerEmit new notifications when you create a new or update existing contactv0.0.5 -
New or updated invoice
triggerEmit new notifications when you create a new or update existing invoicev0.0.5 -
New or Updated Quote
triggerEmit new event each time a quote is added or updated. See the documentationv0.0.1 -
Webhook Event Received (Instant)
triggerEmit new event for each incoming webhook notification. To create a Xero Webhook, please follow the instructions here.Instantv0.0.3
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
- pipedrive,xero_accounting_api
- Primary app
- Pipedrive (pipedrive)
- Second app
- Xero Accounting (xero_accounting_api)
- Authentication
- OAuth + OAuth
- Available actions
- 80
- Available triggers
- 10