rdstation-crm-mcp
An open-source MCP server for RD Station CRM — the leading CRM in Brazil and Latin America. Manage contacts, deals, tasks and notes, and get pipeline health reports, straight from Claude or any MCP-compatible client.
"How's my sales pipeline this month?" → stage-by-stage totals, win rate, and the deals going stale.
Why
RD Station CRM is huge in the LatAm market, but had no open-source MCP server. This project connects it to the MCP ecosystem so AI agents can work your pipeline: qualifying leads, moving deals, scheduling follow-ups, and answering questions about your sales data in natural language.
Quick start
- Get your instance token in RD Station CRM: Profile → Products and integrations → Instance token.
- Add the server to your MCP client.
Claude Desktop (claude_desktop_config.json):
{
"mcpServers": {
"rdstation-crm": {
"command": "npx",
"args": ["-y", "rdstation-crm-mcp"],
"env": {
"RDSTATION_CRM_TOKEN": "your-instance-token"
}
}
}
}
Claude Code:
claude mcp add rdstation-crm -e RDSTATION_CRM_TOKEN=your-instance-token -- npx -y rdstation-crm-mcp
That's it. Ask Claude something like "list my open deals" or "give me a pipeline overview".
| Tool | Description |
|---|
rdcrm_search_contacts | Search contacts by name, email or phone |
rdcrm_get_contact | Contact details, including linked deals |
rdcrm_upsert_contact | Create a contact, or update it if the email already exists |
rdcrm_list_deals | List deals filtered by status, pipeline, stage, owner, dates |
rdcrm_get_deal | Deal details: stage, value, owner, contacts, products |
rdcrm_create_deal | Create a deal — accepts stage by name, resolved automatically |
rdcrm_update_deal | Move stage, change owner, rating, close date, pause/resume |
rdcrm_close_deal | Mark won or lost (lost reasons resolved by name) |
rdcrm_list_tasks | List tasks by deal, assignee, status, type, due date |
rdcrm_create_task | Create a task (call, email, meeting, whatsapp...) on a deal |
rdcrm_add_note | Add a note to a deal's timeline |
rdcrm_pipeline_overview | Pipeline health report: totals per stage, win rate, stalled deals |
Design notes
These tools are designed for LLMs, not as a 1:1 API wrapper:
- Names instead of IDs. Stages, pipelines, users and lost reasons can be passed by name; the server resolves them against the account and lists the valid options when something doesn't match.
- Compact responses. List tools return one line per record with the fields that matter, plus explicit pagination hints. Large responses are truncated with guidance instead of flooding the context window.
- Actionable errors. A 401 tells you which env var to check; an unknown stage lists every stage in every pipeline.
- Aggregation where it counts.
rdcrm_pipeline_overview answers the questions humans actually ask ("where are deals stuck?") with a single tool call.
Development
git clone https://github.com/fernandoludvig/rdstation-crm-mcp.git
cd rdstation-crm-mcp
npm install
npm test
npm run typecheck
npm run build
RDSTATION_CRM_TOKEN=xxx npx @modelcontextprotocol/inspector node dist/index.js
The HTTP layer (src/client/) is isolated from the tools, with retry and exponential backoff for 429/5xx built in.
Roadmap
Contributions welcome — open an issue first for anything non-trivial.
License
MIT © Fernando Ludvig
Not affiliated with or endorsed by RD Station. Uses the public RD Station CRM API v1.