rdstation-crm-mcp
An open-source MCP server for RD Station CRM that allows AI agents to manage contacts, deals, tasks, and notes, and generate pipeline health reports. It supports searching contacts, creating and updating deals, listing tasks, adding notes, and querying pipeline metrics like win rates and stalled deals using natural language interactions.
Package and access
Local package with source-attributed installation metadata. Koskamo does not execute packages during review.
What you can do with it
- Search contacts by name, email or phone
- List deals filtered by status, pipeline, stage, owner, dates
- Create a deal or update its stage, owner, rating, close date
- Get pipeline health report with totals per stage and win rate
Source and maintenance
- Last repository push
- Maintenance checked
Packages and installation
Source-provided package data. Koskamo has not executed or live-probed this package.
rdstation-crm-mcp 0.2.0
{
"version": "0.2.0",
"transport": "stdio",
"identifier": "rdstation-crm-mcp",
"registryType": "npm",
"environmentVariables": [
{
"name": "RDSTATION_CRM_TOKEN",
"format": "string",
"isRequired": true,
"description": "RD Station CRM instance token (Profile > Products and integrations > Instance token)"
}
]
}Tools
Reported by the attributed source; not independently observed by Koskamo.
Maintenance history
Public check and source-refresh events. Editorial and ownership records remain private.
- · repository · passed · metadata changed · updated
- · backfill · recorded · Pre-expansion baseline; unobserved rich metadata remains unknown
Connect from your client
Each snippet configures the same source-provided package; replace placeholders before use.
Cursor
{
"mcpServers": {
"rdstation-crm-mcp": {
"command": "npx",
"args": [
"-y",
"rdstation-crm-mcp@0.2.0"
],
"env": {
"RDSTATION_CRM_TOKEN": "<YOUR_RDSTATION_CRM_TOKEN>"
}
}
}
}Cline
{
"mcpServers": {
"rdstation-crm-mcp": {
"command": "npx",
"args": [
"-y",
"rdstation-crm-mcp@0.2.0"
],
"env": {
"RDSTATION_CRM_TOKEN": "<YOUR_RDSTATION_CRM_TOKEN>"
}
}
}
}VS Code
{
"servers": {
"rdstation-crm-mcp": {
"type": "stdio",
"command": "npx",
"args": [
"-y",
"rdstation-crm-mcp@0.2.0"
],
"env": {
"RDSTATION_CRM_TOKEN": "<YOUR_RDSTATION_CRM_TOKEN>"
}
}
}
}Claude Desktop
{
"mcpServers": {
"rdstation-crm-mcp": {
"command": "npx",
"args": [
"-y",
"rdstation-crm-mcp@0.2.0"
],
"env": {
"RDSTATION_CRM_TOKEN": "<YOUR_RDSTATION_CRM_TOKEN>"
}
}
}
}Let your agent find its tools
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