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Manage RD Station CRM contacts, deals, tasks and notes, with pipeline health reports
About
Manage RD Station CRM contacts, deals, tasks and notes, with pipeline health reports
Security Report
This is a well-structured MCP server for RD Station CRM with proper authentication, good input validation, and no malicious patterns detected. The codebase demonstrates solid security practices including Zod schema validation, error handling, and appropriate permission scoping. Minor code quality observations exist around logging and error handling breadth, but these do not materially impact the security posture. Supply chain analysis found 6 known vulnerabilities in dependencies (2 critical, 3 high severity). Package verification found 1 issue.
7 files analyzed · 11 issues found
Security scores are indicators to help you make informed decisions, not guarantees. Always review permissions before connecting any MCP server.
Permissions Required
This plugin requests these system permissions. Most are normal for its category.
What You'll Need
Set these up before or after installing:
Environment variable: RDSTATION_CRM_TOKEN
How to Install
Add this to your MCP configuration file:
{
"mcpServers": {
"io-github-fernandoludvig-rdstation-crm-mcp": {
"env": {
"RDSTATION_CRM_TOKEN": "your-rdstation-crm-token-here"
},
"args": [
"-y",
"rdstation-crm-mcp"
],
"command": "npx"
}
}
}Documentation
View on GitHubFrom the project's GitHub README.
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".
Tools
| 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_overviewanswers 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 # unit tests (API mocked with msw)
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
- Organizations and products tools
- RD Station CRM API v2 support (OAuth) behind the same tool surface
- Streamable HTTP transport for remote deployments
- Publish to MCP registries (Glama, PulseMCP, Smithery)
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.
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