Rdstation Crm MCP

Name: Rdstation Crm MCP
Author: fernandoludvig

by fernandoludvigversion 0.2.0i★ –iRuns on your computer

Registry nameio.github.fernandoludvig/rdstation-crm-mcp

Install

Overview

Description from the maker (original English)

Manage RD Station CRM contacts, deals, tasks and notes, with pipeline health reports

PopNx MCP’s three pillars

These three are never merged into one score: opinions, measurements and popularity are different things.

User voiceiNo reviews yetReviews open together with accounts in a later step
Our basic checksi1 of 1 passedChecked from public information; code not scanned yet
UsageiNot measured yet★ –

What you can do with it

We have not written a plain-language summary for this one yet. Below are the facts we read from the registry.

Connection: Runs on your computer
Transport: stdio
Category: Marketing & social media
You need to fill in: RDSTATION_CRM_TOKEN

Install

Pick the AI app you use, then copy the settings.

Before you install

Basic checks: 1 of 1 passed
Runs on your computer with your user’s permissions (files, network, apps).
You fill in yourself: RDSTATION_CRM_TOKEN

Values marked secret are keys to your account. Never share them or paste them into a chat.

You need

npmNode.js installed (for the npx command)

Which app do you use?

ClaudeClaude CodeCursorVS CodeChatGPT

Pick your app above. We remember it, so next time the button says “Install in …”.

Open Claude Desktop → Settings → Developer → Edit Config, and paste this into claude_desktop_config.json

{
  "mcpServers": {
    "rdstation-crm": {
      "command": "npx",
      "args": [
        "-y",
        "rdstation-crm-mcp"
      ],
      "env": {
        "RDSTATION_CRM_TOKEN": "your-value"
      }
    }
  }
}

Run this in your terminal

claude mcp add rdstation-crm --env RDSTATION_CRM_TOKEN=your-value -- npx -y rdstation-crm-mcp

Fill in the empty values before running it.

Open in Cursor

Or copy the settings yourself

Paste into .cursor/mcp.json in your project, or ~/.cursor/mcp.json

{
  "mcpServers": {
    "rdstation-crm": {
      "command": "npx",
      "args": [
        "-y",
        "rdstation-crm-mcp"
      ],
      "env": {
        "RDSTATION_CRM_TOKEN": "your-value"
      }
    }
  }
}

Your browser asks to open the app, then the app shows the settings and asks you to confirm. Key values are left empty for you to fill in.

Open in VS Code

Or copy the settings yourself

Paste into .vscode/mcp.json in your project

{
  "servers": {
    "rdstation-crm": {
      "type": "stdio",
      "command": "npx",
      "args": [
        "-y",
        "rdstation-crm-mcp"
      ],
      "env": {
        "RDSTATION_CRM_TOKEN": "your-value"
      }
    }
  }
}

Your browser asks to open the app, then the app shows the settings and asks you to confirm. Key values are left empty for you to fill in.

This one runs on your computer, and ChatGPT can only connect to servers on the internet. Pick another app.

Your choice stays on this device in a cookie; no account needed.

Values you fill in

RDSTATION_CRM_TOKEN secret required env
RD Station CRM instance token (Profile > Products and integrations > Instance token)

These settings are generated from the maker’s registry entry. If the README says otherwise, follow the README.

What it can do

Runs on your computer; the tool list appears in your AI app after you install it.

Basic checksi

We check information anyone can see; we have not read the code. Checks that do not apply are left out of the count. · Checked Nov 7, 2026

✓ Pass
Maker matches the repo
The registry name was verified with the GitHub account fernandoludvig, which owns the repo
… Not checked yet
Still maintained
We have not read this repo from GitHub yet
… Not checked yet
Has a licence
We have not read this repo from GitHub yet
– Not applicable
Endpoint responds
This one runs on your computer; there is no internet endpoint
– Not applicable
Sign-in with OAuth
Runs on your computer and uses local settings instead
… Not checked yet
No hidden instructions in tool descriptions
Runs on your computer; we can only read tool lists from internet endpoints

Compared with others in Marketing & social mediai

More stars than 0% of the other 2985 servers in this category
Published to the registry more recently than 23% of the other 2985 servers in this category
Basic checks equal to or better than 100% of the other 2985 servers in this category

Compared with every active server in this category in the registry. Stars count only when the publisher owns the repo.

Common questions

Is Rdstation Crm MCP safe?

It passed 1 of 1 applicable basic checks. We have not read the code. Before adding a key or token, see what access the server asks for and use a key with only the permissions you need.

What keys or codes does it need?

You need to fill in: RDSTATION_CRM_TOKEN

Does it run on my computer or in the cloud?

It runs on your computer. Your AI app starts it when needed, and data does not pass through the maker’s servers (unless it calls an online service itself).

Is it still maintained?

The GitHub repo last changed –, and the latest version (0.2.0) reached the registry 3 months ago.

Which apps can use it?

Apps that support MCP, such as Claude Desktop, Claude Code, Cursor and VS Code. You also need Node.js on your computer.

What can I use instead?

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README from the maker

Open the README

Copied from the maker’s repo as written. PopNx MCP has not reviewed or endorsed it. HTML, images and scripts are removed. Links lead off this site.

rdstation-crm-mcp

An open-source [MCP](https://modelcontextprotocol.io) server for [RD Station CRM](https://crm.rdstation.com) — the leading CRM in Brazil and Latin America. Manage contacts, deals, tasks and notes, and get pipeline health reports, straight from Claude or any MCP-compatible client.

"How's my sales pipeline this month?" → stage-by-stage totals, win rate, and the deals going stale.

Why

RD Station CRM is huge in the LatAm market, but had no open-source MCP server. This project connects it to the MCP ecosystem so AI agents can work your pipeline: qualifying leads, moving deals, scheduling follow-ups, and answering questions about your sales data in natural language.

Quick start

Get your instance token in RD Station CRM: *Profile → Products and integrations → Instance token*.
Add the server to your MCP client.

Claude Desktop (claude_desktop_config.json):

"mcpServers": { "rdstation-crm": { "command": "npx", "args": ["-y", "rdstation-crm-mcp"], "env": { "RDSTATION_CRM_TOKEN": "your-instance-token" } } } }

Claude Code:

claude mcp add rdstation-crm -e RDSTATION_CRM_TOKEN=your-instance-token -- npx -y rdstation-crm-mcp

That's it. Ask Claude something like *"list my open deals"* or *"give me a pipeline overview"*.

Tools

Tool	Description
`rdcrm_search_contacts`	Search contacts by name, email or phone
`rdcrm_get_contact`	Contact details, including linked deals
`rdcrm_upsert_contact`	Create a contact, or update it if the email already exists
`rdcrm_list_deals`	List deals filtered by status, pipeline, stage, owner, dates
`rdcrm_get_deal`	Deal details: stage, value, owner, contacts, products
`rdcrm_create_deal`	Create a deal — accepts stage by name, resolved automatically
`rdcrm_update_deal`	Move stage, change owner, rating, close date, pause/resume
`rdcrm_close_deal`	Mark won or lost (lost reasons resolved by name)
`rdcrm_list_tasks`	List tasks by deal, assignee, status, type, due date
`rdcrm_create_task`	Create a task (call, email, meeting, whatsapp...) on a deal
`rdcrm_add_note`	Add a note to a deal's timeline
`rdcrm_pipeline_overview`	Pipeline health report: totals per stage, win rate, stalled deals

Design notes

These tools are designed for LLMs, not as a 1:1 API wrapper:

Names instead of IDs. Stages, pipelines, users and lost reasons can be passed by name; the server resolves them against the account and lists the valid options when something doesn't match.
Compact responses. List tools return one line per record with the fields that matter, plus explicit pagination hints. Large responses are truncated with guidance instead of flooding the context window.
Actionable errors. A 401 tells you which env var to check; an unknown stage lists every stage in every pipeline.
Aggregation where it counts. rdcrm_pipeline_overview answers the questions humans actually ask ("where are deals stuck?") with a single tool call.

Remote deployments (Streamable HTTP)

The default (rdstation-crm-mcp) runs over stdio for a single local user, with the token read once from RDSTATION_CRM_TOKEN. For a team-hosted or registry-listed deployment (e.g. Smithery), run the Streamable HTTP variant instead:

npx -y rdstation-crm-mcp-http

This starts an HTTP server (http://127.0.0.1:8080/mcp by default) implementing the MCP Streamable HTTP transport, with proper session lifecycle (initialize → Mcp-Session-Id → DELETE to close).

Because a hosted server can serve more than one user, there's no single implicit token: each session sends its own Authorization: Bearer header on initialize. A RDSTATION_CRM_TOKEN env var still works as a fallback default for a single-tenant self-hosted setup where every caller shares one CRM account.

Env vars:

Var	Default	Purpose
`PORT`	`8080`	Port to listen on
`HOST`	`127.0.0.1`	Bind address — use `0.0.0.0` for containers/cloud
`ALLOWED_HOSTS`	(unset)	Comma-separated Host header allow-list (DNS-rebinding guard); recommended when binding to `0.0.0.0` without a reverse proxy in front
`RDSTATION_CRM_TOKEN`	(unset)	Default token used when a session sends no Authorization header

curl http://127.0.0.1:8080/health

{"status":"ok","server":"rdstation-crm-mcp","sessions":0}

Development

git clone https://github.com/fernandoludvig/rdstation-crm-mcp.git

cd rdstation-crm-mcp npm install npm test # unit tests (API mocked with msw) npm run typecheck npm run build RDSTATION_CRM_TOKEN=xxx npx @modelcontextprotocol/inspector node dist/index.js

The HTTP layer (src/client/) is isolated from the tools, with retry and exponential backoff for 429/5xx built in.

Roadmap

Organizations and products tools
RD Station CRM API v2 support (OAuth) behind the same tool surface
Streamable HTTP transport for remote deployments
Publish to MCP registries (Glama, PulseMCP, Smithery)

Contributions welcome — open an issue first for anything non-trivial.

License

*Not affiliated with or endorsed by RD Station. Uses the public RD Station CRM API v1.*

Rdstation Crm MCP

Overview

PopNx MCP’s three pillars

What you can do with it

Install

Before you install

Values you fill in

What it can do

Basic checksi

Maker matches the repo

Still maintained

Has a licence

Endpoint responds

Sign-in with OAuth

No hidden instructions in tool descriptions

Compared with others in Marketing & social mediai

Common questions

Alternatives

MCP YouTube Transcript

Google Analytics MCP

BibiGPT YouTube Video Summarizer

README from the maker

rdstation-crm-mcp

Why

Quick start

Tools

Design notes

Remote deployments (Streamable HTTP)

{"status":"ok","server":"rdstation-crm-mcp","sessions":0}

Development

Roadmap

License