Agent skill

Pipedrive Setup

by davekilleen in davekilleen/Dex

Connect Pipedrive CRM for a live pipeline view and confirm-gated deal updates.

Custom licenceAuto-check: notesSales & Support

Install Pipedrive Setup

skills CLI
$ npx skills add davekilleen/Dex --skill pipedrive-setup -a claude-code

Project install by default; add -g for ~/.claude/skills/.

GitHub CLI
$ gh skill install davekilleen/Dex pipedrive-setup --agent claude-code

Project scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).

Manual copy
$ git clone --depth 1 https://github.com/davekilleen/Dex.git skills-src && mkdir -p .claude/skills && cp -r skills-src/.agents/skills/pipedrive-setup .claude/skills/pipedrive-setup && rm -rf skills-src

Use ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.

Claude Code skills documentation · loads skills from .claude/skills/

Facts

Skill name
pipedrive-setup
GitHub stars
493
Token cost
~2.6k tokens
SKILL.md length
929 words
Files
1
Skills in repo
91
Repo updated
First seen
Licence
Custom licence

At a glance

Connect Pipedrive CRM for a live pipeline view and confirm-gated deal updates.

  • Works in 9 steps: Check if Already Connected → Explain What We're Setting Up → Get the API Token + Domain → …
  • The user says connect Pipedrive
  • SKILL.md covers Design (read this: it shapes…, What This Enables, Privacy & Security and When to Run, plus 3 more sections
  • Calls git; needs PIPEDRIVE_API_TOKEN

What it does

Pipedrive Setup is an agent skill from davekilleen/Dex. Connect Pipedrive CRM for a live pipeline view and confirm-gated deal updates. Use when the user says 'connect Pipedrive', 'link my CRM', 'sync my pipeline with Pipedrive'. Not for pipeline analysis without a CRM; use pipeline-health. Not for reconciling an already-connected CRM; use pipeline-sync.

Its SKILL.md is about 2.6k tokens, which your agent loads only when the skill is triggered. It is a single SKILL.md file with no bundled scripts.

It sits in Sales & Support. The repository describes itself as: Your AI Chief of Staff — a personal operating system starter kit that adapts to your role. No coding required.

When your agent uses it

  • The user says connect Pipedrive
  • Sync my pipeline with Pipedrive

Example prompts

  • “connect Pipedrive”
  • “link my CRM”
  • “sync my pipeline with Pipedrive”
  • “/pipedrive-setup”

Requirements

  • A credential in PIPEDRIVE_API_TOKEN

Workflow steps

9 steps, taken from the step headings in SKILL.md.

  1. Check if Already Connected
  2. Explain What We're Setting Up
  3. Get the API Token + Domain
  4. Store the Token Securely
  5. Register the MCP Server (idempotent)
  6. Enable + Test
  7. Build Stage + Owner Mappings
  8. Creation Permission (deliberate choice)
  9. Capability Cascade

What it can do on your machine

Read from SKILL.md and the folder at commit ab5d6ad. It shows what the files ask for, not the result of running them.

  • Tool permissions

    Pre-approves nothing: there is no allowed-tools line, so your agent's usual permission prompts apply.

    From allowed-tools in the SKILL.md frontmatter.

  • Runs code

    Shell commands in SKILL.md call:

    • git

    From the folder's file list and the shell code blocks in SKILL.md.

  • Network

    No URLs in SKILL.md. Its commands use git, which can reach the network depending on how they are called.

    From URLs in SKILL.md, links to its own repository left out.

  • Credentials

    Names these keys or tokens, usually read from environment variables:

    • PIPEDRIVE_API_TOKEN

    From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.

Context cost

Pipedrive Setup loads about 2.6k tokens when it runs. Until then it costs about 80 tokens; SKILL.md has 929 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~80
When it runs · the whole SKILL.md, loaded when a task matches
~2.6k

Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.

Safety

Auto-check: notes

The automated check noted patterns worth knowing about, such as sudo or a known installer.

  • NoteMentions a .env fileSKILL.md:51
    a Mac, or in the gitignored vault-root `.env` file (`PIPEDRIVE_API_TOKEN=...`) on other systems. It is **never committe
  • NoteMentions a .env fileSKILL.md:125
    s), append to the gitignored vault-root `.env` file instead:
  • NoteMentions a .env fileSKILL.md:131
    Then `chmod 600 .env` and confirm it is gitignored (`git check-ignore .env` should echo the path). Never ask the user to
  • NoteMentions a .env fileSKILL.md:212
    ssword -s dex-pipedrive -a api`) or the `.env` line. Leave the MCP entry and `pipedrive.yaml` in place (harmless; tools

Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); files beside SKILL.md are not scanned.

SKILL.md

Its licence (Custom licence) doesn't allow us to republish the file, so here is its outline and opening line. It has 929 words (~2,564 tokens).

“Connect your Pipedrive CRM to Dex. This gives Dex a live view of your pipeline and the ability to push notes, activities and field updates into the deals you're working on, always after showing you exactly what it will send.”

— opening of SKILL.md by davekilleen, Custom licence
name
pipedrive-setup
integration.id
pipedrive
integration.name
Pipedrive
integration.mcp_server
pipedrive-mcp
integration.auth
api_key

Read the full SKILL.md on GitHub

Files

Just SKILL.md in .agents/skills/pipedrive-setup of davekilleen/Dex.

Open the folder on GitHubat commit ab5d6ad

Compare with similar skills

Pipedrive Setup next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.

Pipedrive Setup compared with similar skills
SkillStarsUsed inTokensAuto-checkLicenceRepo updated
Pipedrive Setup this skilldavekilleen/Dex493—~2.6kAutomated safety check: NotesCustom licence
Cold Outbound Optimizerericosiu/ai-marketing-skills3.6k1 repos~1.7kAutomated safety check: PassMIT
Doc Coauthoringaws-samples/sample-strands-agent-with-agentcore19439 repos~3.2kAutomated safety check: PassMIT
Amazon Buy Box Monitorbrowser-act/skills6.1k2 repos~1.6kAutomated safety check: PassMIT
Review Analysisliangdabiao/amazon-sorftime-research-MCP-skill9401 repos~2.5kAutomated safety check: PassNone
Deskcomm Extensaomelgarafael/DeskcommCRM4.5k—~2.7kAutomated safety check: PassMIT

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Categories

Questions about Pipedrive Setup

What does Pipedrive Setup do?

Connect Pipedrive CRM for a live pipeline view and confirm-gated deal updates. Pipedrive Setup is an agent skill from davekilleen/Dex. Connect Pipedrive CRM for a live pipeline view and confirm-gated deal updates.

When should I use Pipedrive Setup?

Pipedrive Setup fits situations like: the user says connect Pipedrive; sync my pipeline with Pipedrive.

How do I install Pipedrive Setup in Claude Code?

Run `npx skills add davekilleen/Dex --skill pipedrive-setup -a claude-code`. Or copy the skill folder (.agents/skills/pipedrive-setup in davekilleen/Dex) into .claude/skills/pipedrive-setup in your project. Claude Code loads it when a task matches its description.

How do I install Pipedrive Setup in Codex?

Run `npx skills add davekilleen/Dex --skill pipedrive-setup -a codex`. Or copy the skill folder (.agents/skills/pipedrive-setup in davekilleen/Dex) into .agents/skills/pipedrive-setup in your project. Codex loads it when a task matches its description.

Can I use Pipedrive Setup in Cursor, Gemini CLI or GitHub Copilot?

Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add davekilleen/Dex --skill pipedrive-setup -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/pipedrive-setup, .gemini/skills/pipedrive-setup, .github/skills/pipedrive-setup and .opencode/skills/pipedrive-setup in your project.

What does Pipedrive Setup need to run?

Going by SKILL.md and its folder, Pipedrive Setup needs the command-line tools its instructions call (git) and credentials named PIPEDRIVE_API_TOKEN. Our summary lists: A credential in PIPEDRIVE_API_TOKEN.

Does Pipedrive Setup access the network?

SKILL.md contains no URLs. Its commands use git, which can reach the network depending on how they are called. This is read from the text; nothing was executed.

Is Pipedrive Setup safe to install?

Our automated static check of SKILL.md found notes only (mentions a .env file), nothing it rates as a warning. It is not a guarantee. Review the folder before installing.

What licence does Pipedrive Setup use?

Pipedrive Setup has a licence file (the repository's licence) that doesn't match a standard licence. Read it on GitHub before reusing the skill.

How many tokens does Pipedrive Setup use?

About 2.6k tokens (SKILL.md is roughly 10k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full.

What are the alternatives to Pipedrive Setup?

Skills that share tags, products or a category with Pipedrive Setup: Cold Outbound Optimizer (ericosiu/ai-marketing-skills, 3.6k stars), Doc Coauthoring (aws-samples/sample-strands-agent-with-agentcore, 194 stars), Amazon Buy Box Monitor (browser-act/skills, 6.1k stars) and Review Analysis (liangdabiao/amazon-sorftime-research-MCP-skill, 940 stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Pipedrive Setup?

davekilleen (a GitHub user) maintains it in davekilleen/Dex, which has 493 GitHub stars. The repository holds 91 skills in this directory. The repository was last updated on October 2, 2026.

Source: davekilleen/Dex on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.