Integration
Connect Pipedrive and SQL Server
When New Activity fires in Pipedrive, your agent runs Add Row in SQL Server, or New or Updated Row in SQL Server to Create Deal in Pipedrive. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Pipedrive and SQL Server to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne connection does both: ask your client to act in an app once, or have it build an automation that keeps running. 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)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)Pipedrive holds the deals and contacts your sales team works in, while SQL Server holds the account, billing and product data the rest of the business runs on. Connecting them lets a new deal or person in Pipedrive write a row in SQL Server, and lets rows from your database create or update deals and notes back in Pipedrive.
Example flows
What Pipedrive and SQL Server can do together
From Pipedrive to SQL Server
When New Activity in Pipedrive
then Add Row in SQL Server
From SQL Server to Pipedrive
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 SQL Server
Triggers and actions 10 triggers · 31 actions
- Deal Won
Triggers when a deal is marked as won in Pipedrive.
- New Activity
Triggers when a new activity is created.
- New Deal
Triggers when a new deal is created.
- New Organization
Triggers when a new organization is added.
- New Person
Triggers when a new person (contact) is added.
- New Person (with Custom Fields and Labels)
Triggered when a new person (contact) is added. Includes custom fields and labels.
- Create Activity
Creates a new activity (call, meeting, task, etc.).
- Create Deal
Adds a new deal to Pipedrive. Returns the created deal.
- Create Lead
Creates a new lead. Returns the created lead.
- Create Note
Adds a new note to a deal, person, or organization.
- Create Organization
Adds a new organization. Returns the created organization.
- Create Person
Adds a new person (contact). Returns the created person.
- Delete Activity
Marks an activity as deleted.
- Delete Deal
Marks a deal as deleted.
- Delete Organization
Marks an organization as deleted.
- Delete Person
Marks a person as deleted.
- Get Deal
Returns the deal with the given ID.
- Get Organization
Returns the organization with the given ID.
- Get Person
Returns the person with the given ID.
- Get related deals for person
Returns deals having the specified status that are related to the specified person.
- Get stage ID by stage name
Returns the stage id if the stage name exists.
- Merge organizations
Merges two organization accounts. Info from the organization record to discard is merged into the organization record to keep.
- Merge persons
Merges two person accounts. Info from the person record to discard is merged into the person record to keep.
- Search Deals
Searches deals by term. Returns matching deals.
- Search Organizations
Searches organizations by term. Returns matching organizations.
- Search Persons
Searches persons by term (name, email, phone). Returns matching persons.
- Update Activity
Updates an existing activity by ID.
- Update Deal
Updates an existing deal by ID.
- Update Organization
Updates an existing organization by ID.
- Update Person
Updates an existing person by ID.
- New or Updated Row
Triggers when a new row is added or modified.
- New or Updated Row (Custom Query)
Fires for each new or changed row returned by a SELECT statement you write against the connected SQL Server database.
- New Row
Triggers when you add a new row.
- New Table
Fires when a new table appears in the connected SQL Server database.
- Add Row
Add one row to a table on the connected SQL Server database.
- Delete Row
Delete the rows in a table whose chosen column equals a value.
- Find Row
Find the first row in a table whose chosen column matches a value.
- Find Rows via Custom Query
Runs a SELECT statement you write against the connected SQL Server database and returns every row it matches.
- Find Row via Custom Query
Runs a SELECT statement you write against the connected SQL Server database and returns the first row it matches.
- Run Custom Statement
Runs a statement you write against the connected SQL Server database that changes data rather than returning rows, and reports how many rows it changed.
- Update Row
Change column values on every row of a table whose chosen column matches a value.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
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Questions
Pipedrive and SQL Server, answered
Can I check something in SQL Server before writing to it?
Yes. A run can use Find Row or Find Row via Custom Query to look up the matching record first, then only add or update a row when that record exists. The agent tests every scenario, including the case where nothing is found.
How does the connection notice changes in my database?
SQL Server offers triggers for a new row, a new or updated row, and a new or updated row returned by a SELECT statement you write. From any of those you can create a deal, update a deal, or add a note in Pipedrive.
What can start an automation from Pipedrive?
Any of Pipedrive's 6 triggers in the catalog, including New Activity, New Deal, New Person and New Person (with Custom Fields and Labels). Describe the moment in plain language and your agent picks the right one.
What can your agent do in SQL Server when something happens in Pipedrive?
Any of SQL Server's 7 actions, including Add Row, Find Row, Update Row and Find Rows via Custom Query. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from SQL Server to Pipedrive?
Yes. When something happens in SQL Server, your agent can act in Pipedrive too. This page covers both directions: SQL Server's triggers and Pipedrive's actions are listed here as well.
Do I have to build a connector for Pipedrive or SQL Server?
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.
Can my AI client use Pipedrive and SQL Server without building an automation?
Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both.
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.