# RD Station CRM — how to use (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.

## Option A — via MCP (recommended)
Remote MCP endpoint (HTTP, streamable): `https://api.mcp.ai/p_rdstation_crm?ms=1788152220000`
Add it as a custom/remote MCP connector in your client (Claude, Cursor, VS Code…), then authenticate when prompted. Once connected, ask the agent to use the server's tools (e.g. `rdstation_crm_check_token`).

## Option B — via direct REST API
Base URL: `https://api.mcp.ai/api/rdstation_crm`
Auth: `Authorization: Bearer sk_live_…` — create a workspace API key at https://mcp.ai/settings/api-keys
Discover endpoints: `GET https://api.mcp.ai/api/rdstation_crm/_endpoints`

### Endpoints
- `POST https://api.mcp.ai/api/rdstation_crm/check/token` — Valida o token da conta ativa e retorna o usuário dono do token (GET /token/check).
  - body: { account?: string }
- `POST https://api.mcp.ai/api/rdstation_crm/config` — Lê metadados de configuração da conta (para montar/entender o funil e classificar negociações).
  - body: { account?: string, resource: string, deal_pipeline_id?: string, page?: integer, limit?: integer, deal_pipeline_ids?: string[] }
- `POST https://api.mcp.ai/api/rdstation_crm/get/contacts` — Detalha um ou mais contatos por id (array-first). Devolve { results, count }.
  - body: { account?: string, contact_ids: string[] }
- `POST https://api.mcp.ai/api/rdstation_crm/get/deals` — Detalha uma ou mais negociações por id (array-first). Devolve { results, count }.
  - body: { account?: string, deal_ids: string[] }
- `POST https://api.mcp.ai/api/rdstation_crm/get/organizations` — Detalha uma ou mais empresas por id (array-first). Devolve { results, count }.
  - body: { account?: string, organization_ids: string[] }
- `POST https://api.mcp.ai/api/rdstation_crm/list/accounts` — Lista as contas RD Station CRM vinculadas a este install (id, label).
  - body: { account?: string }
- `POST https://api.mcp.ai/api/rdstation_crm/list/contacts` — Lista/pesquisa contatos (pessoas). Filtro por nome/email + paginação.
  - body: { account?: string, q?: string, email?: string, page?: integer, limit?: integer, order?: string, direction?: string }
- `POST https://api.mcp.ai/api/rdstation_crm/list/deals` — Lista/pesquisa negociações (deals) do funil de vendas. Filtros combináveis. Envelope: { deals, total, has_more, next_page }.
  - body: { 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[] }
- `POST https://api.mcp.ai/api/rdstation_crm/list/organizations` — Lista/pesquisa empresas (organizations). Filtro por nome + paginação.
  - body: { account?: string, name?: string, page?: integer, limit?: integer, order?: string, direction?: string }
- `POST https://api.mcp.ai/api/rdstation_crm/manage/contact/create` — Cria ou atualiza um contato.
  - body: { account?: string, contact_id?: string, contact: object, contact_ids?: string[] }
- `POST https://api.mcp.ai/api/rdstation_crm/manage/contact/update` — Cria ou atualiza um contato.
  - body: { account?: string, contact_id?: string, contact: object, contact_ids?: string[] }
- `POST https://api.mcp.ai/api/rdstation_crm/manage/deal/create` — Cria ou atualiza uma negociação.
  - body: { account?: string, deal_id?: string, deal: object, deal_ids?: string[] }
- `POST https://api.mcp.ai/api/rdstation_crm/manage/deal/update` — Cria ou atualiza uma negociação.
  - body: { account?: string, deal_id?: string, deal: object, deal_ids?: string[] }
- `POST https://api.mcp.ai/api/rdstation_crm/manage/organization/create` — Cria ou atualiza uma empresa.
  - body: { account?: string, organization_id?: string, organization: object, organization_ids?: string[] }
- `POST https://api.mcp.ai/api/rdstation_crm/manage/organization/update` — Cria ou atualiza uma empresa.
  - body: { account?: string, organization_id?: string, organization: object, organization_ids?: string[] }
- `POST https://api.mcp.ai/api/rdstation_crm/notes/create` — Anotações (notes) de uma negociação.
  - body: { account?: string, deal_id: string, text?: string, deal_ids?: string[] }
- `POST https://api.mcp.ai/api/rdstation_crm/notes/list` — Anotações (notes) de uma negociação.
  - body: { account?: string, deal_id: string, text?: string, deal_ids?: string[] }
- `POST https://api.mcp.ai/api/rdstation_crm/tasks/create` — Tarefas/atividades (tasks).
  - body: { account?: string, task_id?: string, task?: object, page?: integer, limit?: integer, task_ids?: string[] }
- `POST https://api.mcp.ai/api/rdstation_crm/tasks/list` — Tarefas/atividades (tasks).
  - body: { account?: string, task_id?: string, task?: object, page?: integer, limit?: integer, task_ids?: string[] }
- `POST https://api.mcp.ai/api/rdstation_crm/tasks/update` — Tarefas/atividades (tasks).
  - body: { account?: string, task_id?: string, task?: object, page?: integer, limit?: integer, task_ids?: string[] }

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

## More
- Page: https://mcp.ai/rdstation_crm
- Agent spec (llms.txt): https://mcp.ai/rdstation_crm/llms.txt
- Postman collection: https://mcp.ai/rdstation_crm/postman.json