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Improvado connects your Pipedrive deals, contacts, activities, and pipeline stages to any MCP-compatible AI agent. Ask about forecast accuracy, stage conversion, and rep performance in plain English. No exports, no dashboards, just answers.
Query deals by stage, owner, close date, or custom field. Ask about win rates, average deal size, and activity coverage across any time period. Your AI agent gets a direct line to Pipedrive data through the MCP server.
Your AI agent reads harmonized data across 500+ platforms. "Cost" in Google Ads and "spend" in Meta Ads resolve to the same field automatically.
Log activities, update deal stages, create follow-up tasks, and add notes — all without switching to Pipedrive. Your AI agent translates conversation context into CRM records.
250+ governance rules enforce naming conventions, budget limits, and KPI thresholds. SOC 2 Type II certified.
Set your AI agent to flag deals going cold, pipeline coverage dropping below target, or activities falling behind SLA. Proactive CRM hygiene without the manual effort.
Automated weekly reports, anomaly flagging, and budget alerts — all from a single conversation. No more morning check-ins across 5 dashboards.
Log activities, update deal stages, create follow-up tasks, and add notes — all without switching to Pipedrive. Your AI agent translates conversation context into CRM records.
Every phase runs through the same MCP connection. One protocol, all platforms, full governance. No switching between tools.
Preparing for a weekly pipeline review means exporting Pipedrive data, building a spreadsheet, categorizing deals by health, and formatting it for the call. By the time it's ready, the data is already a day old and something has changed.
Ask your AI agent for a real-time pipeline summary five minutes before the call. It pulls current stage distribution, deal health scores, forecast accuracy, and highlights at-risk opportunities — all from live Pipedrive data. No export, no formatting.
Deals go cold without anyone noticing because there's no single view showing which opportunities haven't had contact. By the time a rep flags it in a review meeting, the window to re-engage has passed. Pipedrive has the data, but no one monitors it systematically.
Set a recurring alert for deals exceeding your activity SLA. Your AI agent checks Pipedrive daily, identifies gaps, and can even draft re-engagement emails for deals at risk. The monitoring that used to require a dedicated ops person now runs automatically.
Your team captures rich data in Pipedrive custom fields — competitor names, use case, decision timeline, budget range. But this data lives in individual records. No standard Pipedrive report aggregates it, so the insights are effectively buried.
The MCP server makes custom field data queryable just like standard fields. Ask your AI agent to analyze win rates by competitor, average deal size by use case, or close rate by budget range. Structured data that was previously invisible becomes immediately useful.
Same MCP connection, different workflows for every team member. Agency CEOs get portfolio health. Media Strategists get campaign QA. Analysts get cross-platform reports. Account Managers get auto-generated QBR decks. Creative Directors get performance-based briefs.
Each role asks in natural language. The MCP server handles the complexity — rate limits, auth, schema normalization, governance — behind the scenes.
Deals (all stages, custom fields, values, close dates), contacts and organizations, activity logs (calls, emails, meetings, tasks), pipeline configurations, users and teams, and deal history. All standard and custom fields are queryable in natural language.
Yes. The MCP server has access to all pipelines your API token can reach. You can query across pipelines simultaneously or filter to a specific one. Cross-pipeline comparisons — like win rate by pipeline type — work in a single prompt.
Both read and write are supported. Write operations include creating and updating deals, logging activities, adding notes, updating contact records, and managing tasks. You control scope through Pipedrive's API token permissions. Most teams start with read-only and expand as they get comfortable.
Pipedrive's native reports are fixed templates. The MCP connection lets you ask any question in plain English — including multi-step analyses, custom field aggregations, and comparisons that native dashboards can't produce. You're not limited to the charts Pipedrive pre-built.
Yes. Emails sent through Pipedrive's connected inbox, calls logged through Pipedrive calling, and activities synced from calendar integrations are all accessible. Your AI agent can surface the full communication history for any deal or contact.
Under 5 minutes. Generate a Pipedrive API token from your personal settings, connect it to Improvado, then add one line to your MCP client config. All your deal and contact data is accessible immediately — no pipeline configuration needed.
Connect your data to an AI agent in under 60 seconds. The closed loop starts with one conversation.
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