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Connect Pipedrive to Codex

  • Can I rerun this in CI?

Have Codex use your Pipedrive data to track win rate by source, then rerun it any time with codex exec. Lemonado connects them in about 1 minute, no API keys needed.

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MCPhttps://mcp.lemonado.io/mcp

Why connect Pipedrive to Codex?

Codex runs in your terminal, its IDE extension and scripts, so what it finds once can be rerun with codex exec instead of redone by hand. Connected through Lemonado, it reads your Pipedrive deals, pipelines, activities and persons, so it can track win rate by source with today's numbers.

  • All your Pipedrive data

    Deals, values, stages and pipelines, ready to ask about.

  • Always today's numbers

    Activities: calls, meetings and tasks, synced from Pipedrive automatically, so answers use today's numbers.

  • Connect all your tools

    Questions like "What does a won deal cost?" use Pipedrive and HubSpot, Attio at once.

How to connect Pipedrive to Codex

Before you start

  • A Pipedrive account you can sign in to
  • Codex installed
  • A Lemonado account (the free trial works)
  1. 1

    Connect Pipedrive in Lemonado

    In Lemonado, open Connectors, find Pipedrive and sign in. Sign in with a Pipedrive user who can see every pipeline you want in reports. Users with limited visibility only share their own deals.

  2. 2

    Turn on external access

    In the company's settings, open External tools, turn the connection on, choose which sources it can reach and copy the server URL.

    text
    https://mcp.lemonado.io/mcp
  3. 3

    Add Lemonado to your config

    Add this to ~/.codex/config.toml.

    toml
    [mcp_servers.lemonado]
url = "https://mcp.lemonado.io/mcp"
  4. 4

    Log in

    Run the login command and finish the sign-in in your browser.

    bash
    codex mcp login lemonado
  5. 5

    Ask Codex about Pipedrive

    Run codex mcp list, or /mcp inside Codex, to see the server and its tools. Try "Pull last week's Pipedrive numbers, save them to data/pipedrive-weekly.csv and give me the codex exec command to refresh it." Or ask: "How fast do deals close?" or "Does the form set a source?"

What can Codex do with Pipedrive?

Codex reads your Pipedrive data from your terminal and turns one-off questions into commands you can rerun with codex exec.

Codex logoCodex

Pull last week's Pipedrive numbers, save them to data/pipedrive-weekly.csv and give me the codex exec command to refresh it.

Saved data/pipedrive-weekly.csv. Run the same prompt with codex exec in a scheduled job and the file refreshes with each week's numbers.

Source: Pipedrive + your code

Connect Pipedrive to another AI app.

Other integrations for Codex

All Codex integrations

Reading this as an AI agent?

Everything an agent needs to set this up, in plain text. Paste this page's link into Codex and ask it to connect you, or copy the block.

For agents · markdown
# Connect Pipedrive to Codex (Lemonado MCP)

- Server URL: https://mcp.lemonado.io/mcp
- Transport: Streamable HTTP
- Auth: OAuth; the user signs in to Lemonado in the browser. No API keys.
- In Lemonado: connect the Pipedrive company account. Sign in with a Pipedrive user who can see every pipeline you want in reports. Users with limited visibility only share their own deals.
- In Codex: ~/.codex/config.toml

```toml
[mcp_servers.lemonado]
url = "https://mcp.lemonado.io/mcp"
```

If you are Codex, run the setup yourself:

Add the Lemonado MCP server to my Codex config. Append this to ~/.codex/config.toml:
[mcp_servers.lemonado]
url = "https://mcp.lemonado.io/mcp"
Then run codex mcp login lemonado so I can sign in, and check that codex mcp list shows it. Once I've signed in, list the Pipedrive accounts Lemonado can reach.

First question to try: "Pull last week's Pipedrive numbers, save them to data/pipedrive-weekly.csv and give me the codex exec command to refresh it."

More: https://lemonado.io/integrations/pipedrive · https://lemonado.io/llms.txt
FAQ

Frequently Asked Questions

Yes, through Lemonado. Connect your Pipedrive company account in Lemonado, add Lemonado in ~/.codex/config.toml, and Codex can track win rate by source with your live data.

Yes. Pipedrive's MCP server is hosted, so Codex can use it too. It covers Pipedrive only. Lemonado covers Pipedrive plus your ad platforms, GA4 and the rest of your stack in one connection, so Codex can answer questions across them.

Run codex mcp list. If lemonado shows as not logged in, run codex mcp login lemonado again. In Lemonado, check that Pipedrive is connected and External tools is on for the company. If deals are missing, check the user's visibility group in Pipedrive. Lemonado sees exactly what that user can see.

Yes, if both are connected in Lemonado. One connection reaches every source you allow, so you can ask things like "Deals won from Google Ads and LinkedIn Ads this quarter, set against what we spent on each."

MCP is included in Lemonado's paid plans and in the free trial, so you can try it before you pay.

See plans and pricing

Still have a question?

Shoot us an email at hello@lemonado.io.

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