Rdstation CRM MCP

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npx agentmarket install connector/fernandoludvig-rdstation-crm-mcp

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Permissions

What this server can do and what it asks for, from its tool list and install config. Checked Oct 25, 2026.

Tools

6 read · 6 write · 0 delete

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1 (API keys, tokens or passwords)

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Runs as

Node.js package

Tools (12)

Read from the source code; the running server may differ. Descriptions are the server’s own words; hidden characters are shown as [U+…].

• rdcrm_add_noteAdd Note to RD Station CRM Deal

  Add a text note (annotation) to a deal's timeline. The author can be given by user_id, by email/name in 'user', or omitted when the account has a single user. Use when: "note on the Acme deal: client asked for a discount".

• rdcrm_close_dealClose RD Station CRM Deal (Won/Lost)

  Mark a deal as won or lost. For lost deals, pass the reason by name (lost_reason) or ID (lost_reason_id) — names are resolved against the reasons configured in the account — plus an optional note. Use when: "mark the Acme deal as won", "we lost the Beta deal because of price".

• rdcrm_create_dealCreate RD Station CRM Deal

  Create a deal in a pipeline stage. Accepts the stage by ID or by name (stage_name, optionally with pipeline_name to disambiguate) — names are resolved automatically. Optional: value (BRL), rating (1-5), owner (user_id or user by email/name), a contact to link (contact_email + contact_name), expected close date. Use when: "create a deal for Acme in the Qualification stage worth R$5000".

• rdcrm_create_taskCreate RD Station CRM Task

  Create a task on a deal: subject, type (call, email, meeting, task, lunch, visit, whatsapp), due date and time, assignee. Note: free-plan accounts only allow type 'task'; other types return a 403 (paid feature). The assignee can be given by user_id, by email/name in 'user' (resolved automatically), or omitted when the account has a single user. Use when: "schedule a follow-up call on the Acme deal for Friday 10am".

• rdcrm_get_contactGet RD Station CRM Contactread-only

  Get full details of one contact by ID: all emails and phones, title, notes, and the deals linked to the contact with their status (open/won/lost). Get the contact ID from rdcrm_search_contacts first.

• rdcrm_get_dealGet RD Station CRM Dealread-only

  Get full details of one deal by ID: status, stage, value, owner, rating, dates, linked contacts (with email/phone) and products.

• rdcrm_list_dealsList RD Station CRM Dealsread-only

  List deals with filters: status (open/won/lost/all, default open), pipeline, stage, owner, name, creation date range. Sorted by most recent first. Returns one line per deal: name, id, stage, value, status, owner, last update. Use rdcrm_get_deal for full details. Use when: "what deals are open?", "deals lost this month", "show João's pipeline".

• rdcrm_list_tasksList RD Station CRM Tasksread-only

  List tasks with filters: deal, assignee, status (pending/done/all, default pending), type (call, email, meeting, task, lunch, visit, whatsapp) and due-date range. Returns one line per task: status, subject, id, type, due date, assignee, deal. Use when: "what are my pending tasks?", "overdue follow-ups this week".

• rdcrm_pipeline_overviewRD Station CRM Pipeline Overviewread-only

  Aggregated health report of a sales pipeline: open deal count and value per stage (in funnel order), won/lost counts and win rate over a recent window (default 30 days), and stalled deals with no updates for N days (default 14). Also the fastest way to discover the account's pipelines and stage names/IDs (errors list all options). Use when: "how's my pipeline?", "where are deals stuck?", "sales summary for this month".

• rdcrm_search_contactsSearch RD Station CRM Contactsread-only

  Search contacts in RD Station CRM by partial name, exact email or exact phone. Returns one line per contact: name, id, primary email, primary phone, job title. Use the returned id with rdcrm_get_contact for full details (including linked deals). Use when: "find Maria's contact", "do we have someone with email x@y.com?". Don't use when: you want to create or edit a contact (use rdcrm_upsert_contact).

• rdcrm_update_dealUpdate RD Station CRM Deal

  Update a deal: move it to another stage (by ID or name), change owner, rename, set rating, expected close date, or pause/resume (hold). Use when: "move the Acme deal to Negotiation", "assign this deal to Maria". Don't use when: marking a deal won or lost (use rdcrm_close_deal).

• rdcrm_upsert_contactCreate or Update RD Station CRM Contact

  Create a contact, or update it if one already exists with the given email (matched by exact email). Provide at least email and name. Phone, job title and notes are optional. Returns the contact id. Use when: "add João (joao@acme.com) to the CRM", "update Maria's phone".

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Last commit

Aug 5, 2026 (2 months ago)

Last release

Aug 5, 2026 (2 months ago)

From GitHub (fetched Oct 24, 2026).

Details

Registry name

io.github.fernandoludvig/rdstation-crm-mcp

Version

0.2.0

Auth

API key

Packages

npm rdstation-crm-mcp

License

MIT

Repository

github.com/fernandoludvig/rdstation-crm-mcp

First seen

Oct 24, 2026

Last checked

Oct 24, 2026

Source

Official MCP Registrygithub-graphql