How do I use rd-station-crm?

1. Click on "Deploy Server". 2. Wait a few minutes for the server to deploy. Once ready, it will show a "Started" state. 3. In the chat, type @ followed by the MCP server name and your instructions, e.g., "@rd-station-crm list my deals in the sales pipeline" That's it! The server will respond to your query, and you can continue using it as needed. Here is a step-by-step guide with screenshots.

rd-station-crm

by juliano09

Overview Schema Source Related Servers Discussions Admin

TypeScript

Local

conectar-rd-station-mcp

Servidor MCP (Model Context Protocol) local que expõe ferramentas do RD Station CRM (contatos, organizações, negócios/deals, pipelines, usuários) para clientes MCP como Claude Code e Codex CLI.

Roda via stdio — o cliente (Claude/Codex) inicia o processo sozinho quando precisa, não é um servidor que fica no ar o tempo todo.

Pré-requisitos

Um token de API do RD Station CRM (Configurações → Integrações → API na sua conta RD Station)
Claude Code e/ou Codex CLI instalados, se quiser o registro automático

Não precisa ter o Node.js instalado antes — o script de setup verifica e instala uma versão compatível (18+) via nvm se necessário.

Related MCP server: HubSpot CRM MCP Server

Instalação rápida

npm run setup

(se ainda não tiver npm/Node, rode bash scripts/setup.sh direto)

Isso vai:

Checar se o Node.js 18+ está instalado — se não estiver (ou for uma versão antiga), instala via nvm automaticamente
Instalar as dependências (npm install)
Buildar o projeto (npm run build)
Criar o arquivo .env (a partir de .env.example) e pedir seu token do RD Station
Registrar o servidor como rd-station-crm no Claude Code e no Codex CLI, se encontrar os dois instalados na máquina

Instalação manual (passo a passo)

Se preferir fazer na mão, ou se o script não encontrar o Claude/Codex automaticamente:

Instale as dependências e builde
```
npm install
npm run build
```

Configure o token

cp .env.example .env

Abra o .env e preencha:

RD_STATION_TOKEN=seu_token_aqui

Registre no Claude Code

claude mcp add rd-station-crm -s user -- node "$(pwd)/dist/index.js"

Confirme com:

claude mcp list

Deve aparecer rd-station-crm ... ✔ Connected.

Registre no Codex CLI
```
codex mcp add rd-station-crm -- node "$(pwd)/dist/index.js"
```
Se o comando codex não existir no seu PATH, use o caminho do binário do app do ChatGPT/Codex (no Linux costuma ser /usr/lib/chatgpt/resources/codex) no lugar de codex no comando acima.
Confirme com:
```
codex mcp list
```
Teste Abra uma sessão nova do Claude Code ou do Codex (claude / codex no terminal) e peça algo como:
lista meus contatos do RD Station
Se ele chamar a tool rdstation_list_contacts e trazer dados reais, está tudo certo.

Importante sobre o app do ChatGPT (web/desktop)

Esse servidor roda local, via stdio, então funciona com Claude Code e Codex CLI. O app do ChatGPT (Settings → Apps & Connectors → Developer mode) só aceita servidores MCP remotos, via HTTPS — não é possível apontar para um script local. Para usar lá seria necessário hospedar este servidor publicamente e trocar o transporte para HTTP, o que este projeto não faz hoje.

Ferramentas disponíveis

Contatos: rdstation_list_contacts, rdstation_get_contact, rdstation_create_contact, rdstation_update_contact, rdstation_delete_contact

Organizações: rdstation_list_organizations, rdstation_get_organization

Negócios: rdstation_list_deals, rdstation_get_deal, rdstation_create_deal, rdstation_update_deal, rdstation_win_deal, rdstation_lose_deal

Pipelines: rdstation_list_deal_pipelines, rdstation_list_deal_stages

Usuários: rdstation_list_users

Desenvolvimento

Depois de alterar algo em src/, é preciso buildar de novo para o Claude/Codex pegarem a mudança (eles executam dist/index.js, não o .ts):

npm run build

Available Tools

16 tools

rdstation_create_contactA

Create a contact in RD Station CRM. contact is the raw request body per the RD Station CRM API (e.g. { name, emails: [{ email }], phones: [{ phone, type }], organization_id, title }).

Inputs: contact (required).

rdstation_create_dealB

Create a deal in RD Station CRM. deal is the raw request body per the RD Station CRM API (e.g. { name, deal_pipeline_id, deal_stage_id, contact_ids: [...], organization_id }).

Inputs: deal (required).

rdstation_delete_contactB

Delete a contact from RD Station CRM by id.

Inputs: contact_id (required).

rdstation_get_contactA

Get a single contact from RD Station CRM by id.

Inputs: contact_id (required).

rdstation_get_dealB

Get a single deal from RD Station CRM by id.

Inputs: deal_id (required).

rdstation_get_organizationA

Get a single organization from RD Station CRM by id.

Inputs: organization_id (required).

rdstation_list_contactsC

List contacts from RD Station CRM.

Inputs: page, limit.

rdstation_list_deal_pipelinesA

List deal pipelines (funis) configured in RD Station CRM.

Inputs: no named parameters.

rdstation_list_dealsB

List deals (negócios) from RD Station CRM.

Inputs: page, limit.

rdstation_list_deal_stagesA

List the stages of a deal pipeline in RD Station CRM. Omit deal_pipeline_id to list all pipelines with their stages.

Inputs: deal_pipeline_id.

rdstation_list_organizationsB

List organizations (companies) from RD Station CRM.

Inputs: page, limit.

rdstation_list_usersA

List users (team members) from RD Station CRM.

Inputs: page, limit.

rdstation_lose_dealC

Mark a deal as lost in RD Station CRM, optionally with a lost reason id and note.

Inputs: deal_id (required), note, deal_lost_reason_id.

rdstation_update_contactC

Update fields of an existing contact in RD Station CRM.

Inputs: contact (required), contact_id (required).

rdstation_update_dealC

Update fields of an existing deal in RD Station CRM.

Inputs: deal (required), deal_id (required).

rdstation_win_dealB

Mark a deal as won in RD Station CRM.

Inputs: deal_id (required).

Tool Schema Changelog

Recent tool additions, removals, and schema changes observed during successful MCP inspections.

Loading tool schema changelog…

Deploy Server

One endpoint for every MCP toolRayrun runs every MCP server behind one URL and holds the credentials. Each call is decided per client, tool, and argument, then recorded.ray.runAd

TDQS

A3.5/5.0

Scored 2026-09-14 23:50 across 16 tools

Disambiguation5/5

Each tool targets a distinct resource-action pair: contact CRUD, organization read, deal management, pipeline/stage listing, and user listing. Actions like win_deal and lose_deal are clearly separate from generic update_deal, so there is no real ambiguity.

Naming Consistency5/5

All tools share the rdstation_ prefix and follow a consistent snake_case verb_noun pattern (list_contacts, get_contact, update_deal, win_deal). The naming is predictable and makes the tool family easy to navigate.

Tool Count4/5

At 16 tools, the set is at the upper edge of the ideal range but each tool maps to a meaningful CRM operation. The breakdown across contacts, deals, organizations, pipelines, and users is reasonable, though it is slightly heavy.

Completeness3/5

Contacts have full CRUD coverage and deals cover the main lifecycle including win/lose, but organizations are read-only with no create/update/delete. There is also no deal deletion, which leaves notable lifecycle gaps for the stated CRM domain.

Maintenance

ActivitySlowing

ResponsivenessNo recent community issues

Resources

Related MCP Connectors

Relm CRMA
com.relmcrm
API-first CRM for LLMs - contacts, companies, deals and activities over a native MCP server.
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412
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io.github.benjiwagner
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HubSpot
com.hubspot.app
The HubSpot MCP Server acts as a bridge that enables AI assistants and Large Language Models to securely interact with HubSpot CRM data through natural conversation, without requiring users to understand complex API structures. It provides read-only access to standard CRM objects (contacts, companies, deals, tickets, products, invoices, and more) and their associations, secured via OAuth 2.0, allowing AI agents to perform tasks like summarizing deals, fetching company updates, and looking up record changes.
Customer Data Platforms Databases Marketing
3
https://app.hubspot.com/mcp/v1/http
Mercado Pago
com.mercadopago.mcp
The Mercado Pago MCP Server implements the Model Context Protocol to provide AI agents and LLMs with access to Mercado Pago's APIs and tools within compatible development environments. It acts as an intermediary that translates Mercado Pago resources into executable functions (tools) that AI applications can invoke to perform actions and automate flows. The server simplifies integration, enables using documentation to implement or improve code, and optimizes operations through natural language interactions without manual implementations.
Finance E-commerce & Retail App Automation
2
https://mcp.mercadopago.com/mcp

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conectar-rd-station-mcp

Pré-requisitos

Instalação rápida

Instalação manual (passo a passo)

Importante sobre o app do ChatGPT (web/desktop)

Ferramentas disponíveis

Desenvolvimento

Available Tools

Tool Schema Changelog

TDQS

Maintenance

Resources

Related MCP Connectors

Related MCP Servers

pipedrive-pj

HubSpot CRM MCP Server

RD Station

RD Station CRM MCP