# Connect Pipedrive to FxRatesAPI When **New Activity** fires in [Pipedrive](https://apiant.ai/connections/pipedrive), your agent runs **Convert currency** in [FxRatesAPI](https://apiant.ai/connections/fxratesapi). Describe the whole flow and it is built, tested on every scenario and kept running. Pipedrive **5** triggers Pipedrive **24** actions FxRatesAPI **3** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Pipedrive and FxRatesAPI to do together? Give your AI client this address. `https://mcp.apiant.ai` Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Pipedrive can start in FxRatesAPI - When **New Activity** in Pipedrive then **Convert currency** in FxRatesAPI - When **New Deal** in Pipedrive then **Get historical exchange rates** in FxRatesAPI Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Pipedrive and FxRatesAPI ## Triggers and actions 5 triggers · 27 actions - Trigger **New Activity** Triggers when a new activity is created. - Trigger **New Deal** Triggers when a new deal is created. - Trigger **New Organization** Triggers when a new organization is added. - Trigger **New Person** Triggers when a new person (contact) is added. - Trigger **New Person (with Custom Fields and Labels)** Triggered when a new person (contact) is added. Includes custom fields and labels. - Action **Create Activity** Creates a new activity (call, meeting, task, etc.). - Action **Create Deal** Adds a new deal to Pipedrive. Returns the created deal. - Action **Create Lead** Creates a new lead. Returns the created lead. - Action **Create Note** Adds a new note to a deal, person, or organization. - Action **Create Organization** Adds a new organization. Returns the created organization. - Action **Create Person** Adds a new person (contact). Returns the created person. - Action **Delete Activity** Marks an activity as deleted. - Action **Delete Deal** Marks a deal as deleted. - Action **Delete Organization** Marks an organization as deleted. - Action **Delete Person** Marks a person as deleted. - Action **Get Deal** Returns the deal with the given ID. - Action **Get Organization** Returns the organization with the given ID. - Action **Get Person** Returns the person with the given ID. - Action **Get related deals for person** Returns deals having the specified status that are related to the specified person. - Action **Get stage ID by stage name** Returns the stage id if the stage name exists. - Action **Merge organizations** Merges two organization accounts. Info from the organization record to discard is merged into the organization record to keep. - Action **Merge persons** Merges two person accounts. Info from the person record to discard is merged into the person record to keep. - Action **Search Deals** Searches deals by term. Returns matching deals. - Action **Search Organizations** Searches organizations by term. Returns matching organizations. - Action **Search Persons** Searches persons by term (name, email, phone). Returns matching persons. - Action **Update Activity** Updates an existing activity by ID. - Action **Update Deal** Updates an existing deal by ID. - Action **Update Organization** Updates an existing organization by ID. - Action **Update Person** Updates an existing person by ID. - Action **Convert currency** Converts an amount from one currency to another using the current or a historical exchange rate, and returns the converted amount and the rate used. - Action **Get historical exchange rates** Returns the exchange rates for a chosen past date, quoted against a base currency. - Action **Get time series exchange rates** Returns exchange rates for a range of dates, at daily, hourly or minute-level intervals, quoted against a base currency. ## Each app on its own - [ **Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connections/pipedrive) - [ **FxRatesAPI** Real-time exchange rates, historical rates and currency conversion](https://apiant.ai/connections/fxratesapi) Reviews ## What our customers say ## More from Pipedrive - [ **Pipedrive to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/pipedrive-to-salesforce) - [ **Pipedrive to Google Sheets** Google Sheets](https://apiant.ai/connect/pipedrive-to-google-sheets) - [ **Pipedrive to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/pipedrive-to-google-calendar) - [ **Pipedrive to Google Drive** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/pipedrive-to-google-drive) - [ **Pipedrive to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/pipedrive-to-mailchimp) - [ **Pipedrive to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/pipedrive-to-shopify) ## More into FxRatesAPI - [ **HubSpot to FxRatesAPI** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-fxratesapi) - [ **Salesforce to FxRatesAPI** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-fxratesapi) - [ **Slack to FxRatesAPI** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-fxratesapi) - [ **Google Sheets to FxRatesAPI** Google Sheets](https://apiant.ai/connect/google-sheets-to-fxratesapi) - [ **Gmail to FxRatesAPI** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-fxratesapi) - [ **Google Calendar to FxRatesAPI** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-fxratesapi) Questions ## Pipedrive and FxRatesAPI, answered ### ### What can start an automation from Pipedrive? Any of Pipedrive's 5 triggers in the catalog, including New Activity, New Deal, New Organization and New Person. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in FxRatesAPI when something happens in Pipedrive? Any of FxRatesAPI's 3 actions, including Convert currency, Get historical exchange rates and Get time series exchange rates. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from FxRatesAPI to Pipedrive? FxRatesAPI has no triggers in the catalog today, so automations start in Pipedrive. If you need the other direction, ask: your agent reads FxRatesAPI's API documentation and adds it. ### ### Do I have to build a connector for Pipedrive or FxRatesAPI? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.