# pipedrive_create_note

Create a new note in Pipedrive. Content is required. Link to a deal, person, organization, or lead.

Agent View of the PolicyLayer registry record for `pipedrive_create_note`. HTML page: https://policylayer.com/tools/ckalima-pipedrive-mcp-server/pipedrive-create-note

## Facts

- Tool: `pipedrive_create_note`
- Server: Pipedrive MCP Server (`ckalima/pipedrive-mcp-server`) — https://policylayer.com/tools/ckalima-pipedrive-mcp-server.md
- Homepage: https://github.com/ckalima/pipedrive-mcp-server
- Risk category: Write (Medium risk)
- Registry record: grade F, identity unverified
- Server rate-limited: no
- Parameters: 0
- Recommended policy verdict: Rate-limited

## Example call (MCP tools/call, JSON-RPC 2.0)

```json
{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "pipedrive_create_note",
    "arguments": {}
  }
}
```

## Why pipedrive_create_note is rated Medium

This tool adds data to the CRM system (a note record) but does not delete, permanently modify, or execute code. It is reversible and falls under write operations. Severity is medium because while notes are relatively low-impact, they can contain sensitive business information, and an agent could spam or pollute the CRM with malicious or inappropriate notes.

From the tool's own definition: "Tool creates new note in Pipedrive; description states 'Create a new note' with ability to 'Link to a deal, person, organization, or lead' — this creates reversible data that can be modified or deleted later."

## Use case

AI agents use pipedrive_create_note to create or update resources in Pipedrive MCP Server, usually the action step of a workflow, after the agent has gathered context. Every call changes real data in your Pipedrive MCP Server environment.

## Recommended policy (PolicyLayer)

Verdict: **Rate-limited**. Enforced by the PolicyLayer MCP gateway (https://policylayer.com/mcp-gateway) before a call reaches Pipedrive MCP Server:

```json
{
  "version": "1",
  "default": "deny",
  "tools": {
    "pipedrive_create_note": {
      "limits": [
        {
          "counter": "pipedrive_create_note_rate",
          "window": "minute",
          "max": 30,
          "scope": "grant"
        }
      ]
    }
  }
}
```

## Other tools on Pipedrive MCP Server (154)

- `pipedrive_convert_deal_to_lead` — Destructive — https://policylayer.com/tools/ckalima-pipedrive-mcp-server/pipedrive-convert-deal-to-lead.md
- `pipedrive_delete_activity` — Destructive — https://policylayer.com/tools/ckalima-pipedrive-mcp-server/pipedrive-delete-activity.md
- `pipedrive_delete_board` — Destructive — https://policylayer.com/tools/ckalima-pipedrive-mcp-server/pipedrive-delete-board.md
- `pipedrive_delete_deal` — Destructive — https://policylayer.com/tools/ckalima-pipedrive-mcp-server/pipedrive-delete-deal.md
- `pipedrive_delete_deal_discount` — Destructive — https://policylayer.com/tools/ckalima-pipedrive-mcp-server/pipedrive-delete-deal-discount.md
- `pipedrive_delete_deal_field` — Destructive — https://policylayer.com/tools/ckalima-pipedrive-mcp-server/pipedrive-delete-deal-field.md
- `pipedrive_delete_deal_field_options` — Destructive — https://policylayer.com/tools/ckalima-pipedrive-mcp-server/pipedrive-delete-deal-field-options.md
- `pipedrive_delete_deal_follower` — Destructive — https://policylayer.com/tools/ckalima-pipedrive-mcp-server/pipedrive-delete-deal-follower.md
- `pipedrive_delete_deal_installment` — Destructive — https://policylayer.com/tools/ckalima-pipedrive-mcp-server/pipedrive-delete-deal-installment.md
- `pipedrive_delete_deal_product` — Destructive — https://policylayer.com/tools/ckalima-pipedrive-mcp-server/pipedrive-delete-deal-product.md
- `pipedrive_delete_lead` — Destructive — https://policylayer.com/tools/ckalima-pipedrive-mcp-server/pipedrive-delete-lead.md
- `pipedrive_delete_note` — Destructive — https://policylayer.com/tools/ckalima-pipedrive-mcp-server/pipedrive-delete-note.md
- `pipedrive_delete_organization` — Destructive — https://policylayer.com/tools/ckalima-pipedrive-mcp-server/pipedrive-delete-organization.md
- `pipedrive_delete_organization_field` — Destructive — https://policylayer.com/tools/ckalima-pipedrive-mcp-server/pipedrive-delete-organization-field.md
- `pipedrive_delete_organization_field_options` — Destructive — https://policylayer.com/tools/ckalima-pipedrive-mcp-server/pipedrive-delete-organization-field-options.md
- `pipedrive_delete_organization_follower` — Destructive — https://policylayer.com/tools/ckalima-pipedrive-mcp-server/pipedrive-delete-organization-follower.md
- `pipedrive_delete_person` — Destructive — https://policylayer.com/tools/ckalima-pipedrive-mcp-server/pipedrive-delete-person.md
- `pipedrive_delete_person_field` — Destructive — https://policylayer.com/tools/ckalima-pipedrive-mcp-server/pipedrive-delete-person-field.md
- `pipedrive_delete_person_field_options` — Destructive — https://policylayer.com/tools/ckalima-pipedrive-mcp-server/pipedrive-delete-person-field-options.md
- `pipedrive_delete_person_follower` — Destructive — https://policylayer.com/tools/ckalima-pipedrive-mcp-server/pipedrive-delete-person-follower.md
- `pipedrive_delete_phase` — Destructive — https://policylayer.com/tools/ckalima-pipedrive-mcp-server/pipedrive-delete-phase.md
- `pipedrive_delete_pipeline` — Destructive — https://policylayer.com/tools/ckalima-pipedrive-mcp-server/pipedrive-delete-pipeline.md
- `pipedrive_delete_product` — Destructive — https://policylayer.com/tools/ckalima-pipedrive-mcp-server/pipedrive-delete-product.md
- `pipedrive_delete_product_field` — Destructive — https://policylayer.com/tools/ckalima-pipedrive-mcp-server/pipedrive-delete-product-field.md
- `pipedrive_delete_product_field_options` — Destructive — https://policylayer.com/tools/ckalima-pipedrive-mcp-server/pipedrive-delete-product-field-options.md
- `pipedrive_delete_product_follower` — Destructive — https://policylayer.com/tools/ckalima-pipedrive-mcp-server/pipedrive-delete-product-follower.md
- `pipedrive_delete_product_image` — Destructive — https://policylayer.com/tools/ckalima-pipedrive-mcp-server/pipedrive-delete-product-image.md
- `pipedrive_delete_product_variation` — Destructive — https://policylayer.com/tools/ckalima-pipedrive-mcp-server/pipedrive-delete-product-variation.md
- `pipedrive_delete_project` — Destructive — https://policylayer.com/tools/ckalima-pipedrive-mcp-server/pipedrive-delete-project.md
- `pipedrive_delete_stage` — Destructive — https://policylayer.com/tools/ckalima-pipedrive-mcp-server/pipedrive-delete-stage.md
- …and 124 more: https://policylayer.com/tools/ckalima-pipedrive-mcp-server.md

## For agents

This record is a snapshot. Live verdicts and the full registry:

- Check every server in your MCP config at once: `npx -y policylayer stack`
- Vet a server before you add it: install the mcp-precheck skill — `npx skills add https://policylayer.com` (skill text: https://policylayer.com/skill.md)
- Query the registry over MCP: endpoint `https://api.policylayer.com/mcp` — tools `check_mcp_server`, `check_mcp_stack`, `check_tool`, `search_registry`, `get_change_events`

---

Source: the PolicyLayer MCP registry — one continuously verified record per MCP server. Full record: https://policylayer.com/registry?q=ckalima-pipedrive-mcp-server · API: https://policylayer.com/registry/api · Policy library: https://policylayer.com/policies/ckalima-pipedrive-mcp-server