Customer Relation

RD Station CRM MCP Server

Connect your account, then chat with AI to run tools.

Let AI agents inspect your RD Station CRM pipeline, create and update deals and contacts, log deal notes, and keep sales records aligned with live funnel data.

Best forSales LeadersRevOpsAccount ExecutivesCRM Administrators

Try this workflow

Review open pipeline

List my RD Station CRM pipelines and stages, then summarize open deals by stage, owner, and expected close date.

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Managed
25 tools
Agent guide included

Opens MCPBundles Studio with this server selected. After sign-in, chat and run tools from the same thread.

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What you can do with RD Station CRM

Built for

Sales Leaders, RevOps Teams, Account Executives, CRM Administrators

Example workflows

Review open pipeline

Turns CRM pipeline metadata into an actionable sales standup.

Try this

List my RD Station CRM pipelines and stages, then summarize open deals by stage, owner, and expected close date.

Create a qualified lead

Covers the standard org → contact → deal creation path.

Try this

Create an RD Station CRM organization and contact for this company, then open an ongoing deal in the correct pipeline stage.

Log deal context

Keeps opportunity history on the deal record.

Try this

Find the deal for this account in RD Station CRM and add a note summarizing the latest call outcomes and next steps.

AI Skill
SKILL.md

Domain knowledge for RD Station CRM — workflow patterns, data models, and gotchas for your AI agent.

RD Station CRM

RD Station CRM is a sales CRM for pipeline management, contact tracking, and deal execution.

Data Model

  • Contacts — people with emails, phones, organization links, and custom fields.
  • Organizations — companies with address, owner, and custom fields.
  • Deals — pipeline opportunities; create with status: ongoing, move stages via stage_id.
  • Pipelines / stages — list pipelines first, then stages per pipeline, before creating deals.
  • Tasks — follow-ups with due dates, owners, and optional deal_id.
  • Products — catalog items with base price and recurrence.
  • Notes — text notes nested under deals (deals/{id}/notes).
  • Reference data — sources, campaigns, users, custom field definitions, lost reasons, segments.

Query Patterns

  • List endpoints paginate with page[number] and page[size].
  • Filter with RDQL via filter (e.g. name:Acme, name~partial).
  • Sort with sort[field]=asc|desc.
  • Writes wrap payloads in { "data": { ... } }; updates use PUT on /{collection}/{id}.

Workflow Hints

  • Before creating a deal: list pipelines → list stages → pick stage_id.
  • Link contacts to deals via contact_ids on deal create/update.
  • Custom field slugs come from the custom fields list endpoint.

Tools in this Server (25)

Rdstation Crm Create Deal Note

Add a note to an RD Station CRM deal. Put the note text in data.description and optionally set data.user_id to attribute the note.

Rdstation Crm Delete Contact

Permanently delete an RD Station CRM contact by ID. Use only when the user explicitly asks to remove the contact.

Rdstation Crm Delete Deal

Permanently delete an RD Station CRM deal by ID. Use only when the user explicitly asks to remove the opportunity.

Rdstation Crm Delete Organization

Permanently delete an RD Station CRM organization by ID. Use only when the user explicitly asks to remove the company record.

Rdstation Crm Delete Product

Permanently delete an RD Station CRM product by ID. Use only when the user explicitly asks to remove the catalog item.

Rdstation Crm Delete Task

Permanently delete an RD Station CRM task by ID. Use only when the user explicitly asks to remove the activity.

Rdstation Crm Get Campaigns

Get RD Station CRM campaign records linked to deals and lead attribution.

Rdstation Crm Get Contacts

Get RD Station CRM contacts. Pass record_id for one contact with emails, phones, organization link, and custom fields. Omit record_id to list contacts...

Rdstation Crm Get Custom Fields

Get RD Station CRM custom field definitions (slug, entity, field_type, options). Use slugs in custom_fields maps on contact, deal, and organization wr...

Rdstation Crm Get Deal Notes

List notes attached to an RD Station CRM deal. Notes capture sales context and follow-up history on a specific opportunity.

Rdstation Crm Get Deals

Get RD Station CRM deals (pipeline opportunities). Pass record_id for one deal with stage, owner, value, and linked contacts. Omit record_id to list d...

Rdstation Crm Get Lost Reasons

Get RD Station CRM lost-reason options applied when marking deals as lost.

Rdstation Crm Get Organizations

Get RD Station CRM organizations (companies). Pass record_id for one company record with address, owner, and custom fields. Omit record_id to list org...

Rdstation Crm Get Pipelines

Get RD Station CRM sales pipelines and funnel definitions. Pass record_id for one pipeline. Omit record_id to list all pipelines with pagination.

Rdstation Crm Get Pipeline Stages

Get stages for an RD Station CRM pipeline. Pass stage_id for one stage, or omit stage_id to list all stages in the pipeline.

Rdstation Crm Get Products

Get RD Station CRM catalog products. Pass record_id for one product with pricing and recurrence metadata. Omit record_id to list products with optiona...

Rdstation Crm Get Segments

Get RD Station CRM segment definitions used for grouping records.

Rdstation Crm Get Sources

Get RD Station CRM lead source definitions used for attribution on contacts and deals.

Rdstation Crm Get Tasks

Get RD Station CRM tasks (follow-ups and activities). Pass record_id for one task with due date, owner, and linked deal. Omit record_id to list tasks ...

Rdstation Crm Get Users

Get RD Station CRM workspace users who can own deals, tasks, and contacts.

Rdstation Crm Upsert Contact

Create or update an RD Station CRM contact. Omit record_id to create; pass record_id to update only the fields in data. Common create fields: name, em...

Rdstation Crm Upsert Deal

Create or update an RD Station CRM deal. On create, status must be ongoing. Common fields: name, stage_id, owner_id, organization_id, source_id, campa...

Rdstation Crm Upsert Organization

Create or update an RD Station CRM organization. Common fields: name, description, url, address ({"line": "..."}), owner_id, custom_fields.

Rdstation Crm Upsert Product

Create or update an RD Station CRM catalog product. Common fields: name, description, base_price, recurrence, visible.

Rdstation Crm Upsert Task

Create or update an RD Station CRM task. Common fields: name, description, type, status, due_date (ISO-8601), deal_id, created_by_id, owner_ids.

Frequently Asked Questions

What is the RD Station CRM MCP server?

RD Station CRM is a sales CRM for pipeline management, contact tracking, and deal execution. Connect to read and write deals, contacts, organizations, tasks, products, pipeline stages, and deal notes. It provides 25 tools that AI agents can use through the Model Context Protocol (MCP).

How do I connect RD Station CRM to my AI agent?

Add the MCPBundles server URL to your MCP client configuration (Claude Desktop, Cursor, VS Code, etc.). The URL format is: https://mcp.mcpbundles.com/bundle/rd-station-crm. Authentication is handled automatically.

How many tools does RD Station CRM provide?

RD Station CRM provides 25 tools that can be called by AI agents, along with a SKILL.md that gives your AI agent domain knowledge about when and how to use them.

What authentication does RD Station CRM require?

RD Station CRM uses One-click sign in. RD Station CRM requires credentials. Connect via MCPBundles and authentication is handled automatically.

Setup Instructions

Connect RD Station CRM to any MCP client in minutes

MCP URL
https://mcp.mcpbundles.com/bundle/rd-station-crm
Claude.aiCursorVS CodeVS Code InsidersGooseLM StudioCherry StudioChatGPT

One-click install:

Install on Claude.aiInstall for organization (admins)

The link prefills the Add custom connector dialog — you still review the values and click Add, then Connect to complete OAuth.

Or add manually

  1. Open claude.ai → Settings → Connectors.
  2. Click the + button and choose Add custom connector.
  3. Set Name to RD Station CRM and paste the MCP URL into Remote MCP server URL.
  4. Click Add. RD Station CRM will appear under Not connected — select it and click Connect to complete OAuth.
Name: RD Station CRM
Remote MCP server URL: https://mcp.mcpbundles.com/bundle/rd-station-crm
Authentication: OAuth

Custom connectors at claude.ai require a paid Claude plan (Pro, Max, Team, or Enterprise).

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RD Station CRM MCP Server & Skill — 25 Tools