Surge Connect
The Surge Connect lets Claude AI work with your Pipedrive CRM data through an MCP server. It is multi-tenant and secured with OAuth 2.1, and it brings tools like Instantly into the same flow.
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What it does
AI assistants become genuinely useful the moment they can read and act on your real CRM data. The obstacle is doing that without handing over unrestricted access.
Surge Connect solves the access layer. Claude connects through an MCP server with OAuth 2.1 authorisation, scoped per tenant, so your AI workflows reach Pipedrive and connected tools like Instantly under controlled permissions.
Key capabilities
Model Context Protocol server
A standards based bridge between Claude and your Pipedrive data.
OAuth 2.1 authorisation
Modern, scoped authorisation instead of shared API keys floating around.
Multi-tenant
Separate tenants with their own connections and permissions.
Instantly in the same flow
Outbound tooling joins the same connected workflow.
Built for real workflows
Ask, analyse and act on CRM data from inside your AI assistant.
Who it is for
- Teams building AI workflows on top of Pipedrive
- RevOps and operations leads who want AI access with proper authorisation
- Companies combining Pipedrive and Instantly in one AI driven process
Interested in Surge Connect?
Tell us briefly how you work today. We will show whether this product fits, how it connects to your Pipedrive, and what a realistic next step looks like.