About io.github.fernandoludvig/rdstation-crm-mcp
io.github.fernandoludvig/rdstation-crm-mcp is an MCP server in the Healthcare category: manage RD Station CRM contacts, deals, tasks and notes, with pipeline health reports.
Install
claude mcp add io-github-fernandoludvig-rdstation-crm-mcp -- npx -y rdstation-crm-mcpnpx -y rdstation-crm-mcpThis server has no ConduID identity, so agent calls to it are not receipted. Pin the version you install and review the source before granting it credentials.
Tools (12)
rdcrm_add_noteAdd a note to a deal's timeline
Parameters not published.
rdcrm_close_dealMark won or lost (lost reasons resolved by name)
Parameters not published.
rdcrm_create_dealCreate a deal — accepts stage by *name*, resolved automatically
Parameters not published.
rdcrm_create_taskCreate a task (call, email, meeting, whatsapp...) on a deal
Parameters not published.
rdcrm_get_contactContact details, including linked deals
Parameters not published.
rdcrm_get_dealDeal details: stage, value, owner, contacts, products
Parameters not published.
rdcrm_list_dealsList deals filtered by status, pipeline, stage, owner, dates
Parameters not published.
rdcrm_list_tasksList tasks by deal, assignee, status, type, due date
Parameters not published.
rdcrm_pipeline_overviewPipeline health report: totals per stage, win rate, stalled deals
Parameters not published.
rdcrm_search_contactsSearch contacts by name, email or phone
Parameters not published.
rdcrm_update_dealMove stage, change owner, rating, close date, pause/resume
Parameters not published.
rdcrm_upsert_contactCreate a contact, or update it if the email already exists
Parameters not published.
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