# RD Station CRM — MCP server on mcp.ai
> RD Station CRM via the official API: deals and sales pipeline, contacts, organizations, tasks and notes, products, campaigns, sources and loss reasons. Generate your token under Account settings, Integrations, API Token.

By: mcp.ai · official
Page: https://mcp.ai/rdstation_crm

## Connect (MCP protocol)
Remote MCP endpoint (HTTP, streamable): https://api.mcp.ai/p_rdstation_crm?ms=1788152280000
Add it as a custom/remote MCP connector, then authenticate when prompted.

## REST API (no MCP client required)
Every tool is also a REST endpoint, authed with a workspace API key.
Discover: GET https://api.mcp.ai/api/rdstation_crm/_endpoints   # public; lists every endpoint
Call:     POST https://api.mcp.ai/api/rdstation_crm/<endpoint>
  Authorization: Bearer sk_live_…   # create one at https://mcp.ai/settings/api-keys
  Content-Type: application/json
  Body: { …args }   →   { "ok": true, "tool": "<id>", "result": { … } }

## Developer docs
How to use (MCP or REST), markdown: https://mcp.ai/rdstation_crm/skill.md
Postman collection (v2.1): https://mcp.ai/rdstation_crm/postman.json

## Tools
- rdstation_crm_check_token(account?: string) — Valida o token da conta ativa e retorna o usuário dono do token (GET /token/check).
- rdstation_crm_config(account?: string, resource: string, deal_pipeline_id?: string, page?: integer, limit?: integer, deal_pipeline_ids?: string[]) — Lê metadados de configuração da conta (para montar/entender o funil e classificar negociações).
- rdstation_crm_get_contacts(account?: string, contact_ids: string[]) — Detalha um ou mais contatos por id (array-first). Devolve { results, count }.
- rdstation_crm_get_deals(account?: string, deal_ids: string[]) — Detalha uma ou mais negociações por id (array-first). Devolve { results, count }.
- rdstation_crm_get_organizations(account?: string, organization_ids: string[]) — Detalha uma ou mais empresas por id (array-first). Devolve { results, count }.
- rdstation_crm_list_accounts(account?: string) — Lista as contas RD Station CRM vinculadas a este install (id, label).
- rdstation_crm_list_contacts(account?: string, q?: string, email?: string, page?: integer, limit?: integer, order?: string, direction?: string) — Lista/pesquisa contatos (pessoas). Filtro por nome/email + paginação.
- rdstation_crm_list_deals(account?: string, name?: string, exact_name?: boolean, user_id?: string, deal_pipeline_id?: string, deal_stage_id?: string, campaign_id?: string, organization?: string, win?: string, closed_at?: boolean, hold?: boolean, page?: integer, limit?: integer, order?: string, direction?: string, user_ids?: string[], deal_pipeline_ids?: string[], deal_stage_ids?: string[], campaign_ids?: string[]) — Lista/pesquisa negociações (deals) do funil de vendas. Filtros combináveis. Envelope: { deals, total, has_more, next_page }.
- rdstation_crm_list_organizations(account?: string, name?: string, page?: integer, limit?: integer, order?: string, direction?: string) — Lista/pesquisa empresas (organizations). Filtro por nome + paginação.
- rdstation_crm_manage_contact_create(account?: string, contact_id?: string, contact: object, contact_ids?: string[]) — Cria ou atualiza um contato.
- rdstation_crm_manage_contact_update(account?: string, contact_id?: string, contact: object, contact_ids?: string[]) — Cria ou atualiza um contato.
- rdstation_crm_manage_deal_create(account?: string, deal_id?: string, deal: object, deal_ids?: string[]) — Cria ou atualiza uma negociação.
- rdstation_crm_manage_deal_update(account?: string, deal_id?: string, deal: object, deal_ids?: string[]) — Cria ou atualiza uma negociação.
- rdstation_crm_manage_organization_create(account?: string, organization_id?: string, organization: object, organization_ids?: string[]) — Cria ou atualiza uma empresa.
- rdstation_crm_manage_organization_update(account?: string, organization_id?: string, organization: object, organization_ids?: string[]) — Cria ou atualiza uma empresa.
- rdstation_crm_notes_create(account?: string, deal_id: string, text?: string, deal_ids?: string[]) — Anotações (notes) de uma negociação.
- rdstation_crm_notes_list(account?: string, deal_id: string, text?: string, deal_ids?: string[]) — Anotações (notes) de uma negociação.
- rdstation_crm_tasks_create(account?: string, task_id?: string, task?: object, page?: integer, limit?: integer, task_ids?: string[]) — Tarefas/atividades (tasks).
- rdstation_crm_tasks_list(account?: string, task_id?: string, task?: object, page?: integer, limit?: integer, task_ids?: string[]) — Tarefas/atividades (tasks).
- rdstation_crm_tasks_update(account?: string, task_id?: string, task?: object, page?: integer, limit?: integer, task_ids?: string[]) — Tarefas/atividades (tasks).

## Example prompts
- "List the open deals in my sales pipeline"
- "Which deals are expected to close this month?"
- "Show the contacts for organization X"

## Links
Docs: https://mcp.ai/docs/mcps/rdstation_crm
Website: https://mcp.ai/mcps/rdstation_crm