Question 1

What is RD Station CRM MCP?

Accepted Answer

It's an MCP (Model Context Protocol) server that connects RD Station CRM to your AI, giving the agent tools to act on your data, through a single remote link.

Question 2

Which AI clients does it work with?

Accepted Answer

Any MCP-compatible client: Claude (web, desktop and mobile), Cursor, ChatGPT with connectors, OpenClaw and other agents.

Question 3

Do I need to code?

Accepted Answer

No. Paste the remote URL into your client, authenticate once, and you're done. No packages to install, no code to write.

Question 4

Is it secure? Can the AI change my data?

Accepted Answer

Access is authorized by you and can be revoked anytime. Permissions follow what RD Station CRM exposes; you approve them when connecting.

Question 5

Is my customers' data stored on mcp.ai?

Accepted Answer

No. Whatever RD Station CRM returns passes through our infrastructure solely to reach the AI assistant you chose, and that content is not stored. By design we don't persist tool-call payloads: the log keeps metadata only (which tool, timestamp, status, duration, size and a hash of the arguments). Your credentials are stored encrypted and you can revoke the connection at any time. Retention periods and details are in the Privacy Policy at mcp.ai/privacy.

Question 6

Is my data used to train AI models?

Accepted Answer

No. Nothing that flows through the connector is used to train or improve AI models, nor shared with third parties for that purpose. The conversation itself, meaning your prompts and the AI's answers, is processed by the AI provider you choose (Claude, ChatGPT and the like), under their own privacy policy.

Question 7

How much does it cost?

Accepted Answer

You start free and upgrade when you need more usage. Billing and limits are managed in your mcp.ai account.

Question 8

Can I cancel anytime?

Accepted Answer

Yes. Plans are monthly and can be cancelled at any time, with no lock-in.

RD Station CRM

도구 (20)

API & 에이전트 문서

가이드 및 튜토리얼

Como oferecer um MCP dentro do seu produto

Cada usuário do seu app com o MCP dele

자주 묻는 질문

예시 프롬프트

RD Station CRM

도구 (20)

rdstation_crm_check_tokenValida o token da conta ativa e retorna o usuário dono do token (GET /token/check).

rdstation_crm_configLê metadados de configuração da conta (para montar/entender o funil e classificar negociações).

rdstation_crm_get_contactsDetalha um ou mais contatos por id (array-first). Devolve { results, count }.

rdstation_crm_get_dealsDetalha uma ou mais negociações por id (array-first). Devolve { results, count }.

rdstation_crm_get_organizationsDetalha uma ou mais empresas por id (array-first). Devolve { results, count }.

rdstation_crm_list_accountsLista as contas RD Station CRM vinculadas a este install (id, label).

rdstation_crm_list_contactsLista/pesquisa contatos (pessoas). Filtro por nome/email + paginação.

rdstation_crm_list_dealsLista/pesquisa negociações (deals) do funil de vendas. Filtros combináveis. Envelope: { deals, total, has_more, next_page }.

rdstation_crm_list_organizationsLista/pesquisa empresas (organizations). Filtro por nome + paginação.

rdstation_crm_manage_contact_createCria ou atualiza um contato.

rdstation_crm_manage_contact_updateCria ou atualiza um contato.

rdstation_crm_manage_deal_createCria ou atualiza uma negociação.

rdstation_crm_manage_deal_updateCria ou atualiza uma negociação.

rdstation_crm_manage_organization_createCria ou atualiza uma empresa.

rdstation_crm_manage_organization_updateCria ou atualiza uma empresa.

rdstation_crm_notes_createAnotações (notes) de uma negociação.

rdstation_crm_notes_listAnotações (notes) de uma negociação.

rdstation_crm_tasks_createTarefas/atividades (tasks).

rdstation_crm_tasks_listTarefas/atividades (tasks).

rdstation_crm_tasks_updateTarefas/atividades (tasks).