pipedrive-automation

Automate Pipedrive CRM operations including deals, contacts, organizations, activities, notes, and pipeline management via Rube MCP (Composio). Always search tools first for current schemas.

1.13x

Quality

65%

Does it follow best practices?

Impact

91%

1.13x

Average score across 3 eval scenarios

Securityby

Advisory

Suggest reviewing before use

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Evaluation results

73%

21%

Enterprise CRM Onboarding Implementation Plan

Deal creation workflow and setup sequence

Criteria

Without context

With context

RUBE_SEARCH_TOOLS first

RUBE_MANAGE_CONNECTIONS setup

ACTIVE status check

Pipeline ID resolution

100%

Stage ID resolution

87%

100%

Org search before create

20%

100%

didMerge response check

77%

Email as array of objects

100%

Phone as array of objects

100%

Currency ISO code

100%

Date format YYYY-MM-DD

100%

Search results path

100%

Sales Review Outcome Processor

Lost deal handling and activity scheduling

Criteria

Without context

With context

lost_reason on lost deals

100%

subject in activity

100%

type in activity

100%

done as integer

100%

Activity date format

100%

Activity time format

100%

Activity duration format

100%

GET_ALL_PERSONS for full list

100%

Pagination start/limit

100%

more_items_in_collection check

100%

next_start for next page

100%

12%

Post-Meeting CRM Update Script

Notes creation and contact record updates

Criteria

Without context

With context

Note content in HTML

100%

Note entity link present

100%

Note linked to correct deal

100%

Email as array of objects

100%

Email primary flag

100%

Phone as array of objects

100%

Phone primary flag

100%

Notes retrieval with limit

100%

Notes filtered by deal

100%

Email label field

100%

Phone label field

100%

Person numeric ID

100%

Repository: davepoon/buildwithclaude
Commit: 7cc63f3

Evaluated: 28 days ago
Agent: Claude Code
Model: Claude Sonnet 4.6

Table of Contents

Enterprise CRM Onboarding Implementation Plan Sales Review Outcome Processor Post-Meeting CRM Update Script

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