RD Station CRM as an MCP

RD Station CRM is a sales pipeline and customer relationship management platform. With this connector, your agent can query and update contacts, deals, products, and sales pipelines directly in your RD Station account.

	Available
Nekt Express	Yes
GCP	Yes
AWS	Yes

Adding RD Station CRM as an MCP

Before you start, make sure the MCP Server is set up. See MCPs for how MCPs work.

Go to Activate → MCPs, click New MCP and choose RD Station CRM.
Name your MCP and describe what it is used for. The agent reads the description to choose between MCPs of the same provider.
Setup access. To generate your connection key:
1. Go to RD Station Mentor.
2. Click Conectar neste servidor and authorize your RD Station account.
3. Copy the value immediately following key= in the resulting connection URL.
Provide the following configuration:
- Connection key: The connection key generated at RD Station Mentor. (Required)
Select tools. Pick the tools your agents can use. See Available tools below.
Click Save. On Growth and Custom plans, choose who can use it; see Access levels.

Example prompts

“Create a new deal for João Silva and add a follow-up task to call him tomorrow.”
“List all deals in our main sales pipeline and sort them by the most recently updated.”
“Update the price of the Enterprise SaaS product in our catalog to 150.”
“Find the contact information for Maria and add a note to her latest deal about our meeting today.”

Available tools

Choose which of these tools your agents can use in Select tools.

Read tools

Tool	Description	Parameters
`campaigns_get`	Retrieves a specific campaign by its unique ID.	`id` (string, required)
`campaigns_list`	Lists all campaigns in the account, allowing for filtering and pagination.	`page` (object), `sort` (object), `filter` (string)
`contacts_get`	Retrieves a specific contact by its unique ID.	`id` (string, required)
`contacts_list`	Lists all contacts in the account, allowing for filtering and pagination.	`page` (object), `sort` (object), `filter` (string)
`custom_fields_get`	Retrieves a specific custom field by its unique ID.	`id` (string, required)
`custom_fields_list`	Lists all custom fields in the account, allowing for filtering and pagination.	`page` (object), `sort` (object), `filter` (string)
`deals_get`	Retrieves a specific deal by its unique ID.	`id` (string, required)
`deals_list`	Lists all deals in the account, allowing for filtering and pagination.	`page` (object), `sort` (object), `filter` (string)
`deals_notes_list`	Lists all notes associated with a specific deal.	`deal_id` (string, required), `page` (object), `sort` (object), `filter` (string)
`deals_products_list`	Lists all products associated with a specific deal.	`deal_id` (string, required)
`funnel_list`	Lists all sales pipelines in the account.	`page` (object), `sort` (object)
`funnel_stages_get`	Retrieves a specific stage from a specific sales pipeline.	`id` (string, required), `pipeline_id` (string, required)
`funnel_stages_list`	Lists all stages for a specific sales pipeline.	`pipeline_id` (string, required), `page` (object), `sort` (object)
`funnels_get`	Retrieves a specific sales pipeline by its unique ID.	`id` (string, required)
`lost_reasons_get`	Retrieves a specific lost reason by its unique ID.	`id` (string, required)
`lost_reasons_list`	Lists all lost reasons in the account, allowing for filtering and pagination.	`page` (object), `sort` (object), `filter` (string)
`organizations_get`	Retrieves a specific organization by its unique ID.	`id` (string, required)
`organizations_list`	Lists all organizations in the account, allowing for filtering and pagination.	`page` (object), `sort` (object), `filter` (string)
`products_get`	Retrieves complete information for a specific product by its unique ID.	`id` (string, required)
`products_list`	Lists all products in the account, allowing for filtering and pagination.	`page` (object), `sort` (object), `filter` (string)
`segments_get`	Retrieves a specific organization segment by its unique ID.	`id` (string, required)
`segments_list`	Lists all segments in the account, allowing for filtering and pagination.	`page` (object), `sort` (object), `filter` (string)
`sources_get`	Retrieves a specific deal source by its unique ID.	`id` (string, required)
`sources_list`	Lists all deal sources in the account, allowing for filtering and pagination.	`page` (object), `sort` (object), `filter` (string)
`tasks_get`	Retrieves a specific task by its unique ID.	`id` (string, required)
`tasks_list`	Lists all tasks in the account, allowing for filtering and pagination.	`page` (object), `sort` (object), `filter` (string)
`teams_get`	Retrieves a specific team by its ID, including the list of its member user IDs.	`id` (string, required)
`teams_list`	Lists all teams in the account, including their names and IDs.	`page` (object)
`users_get`	Retrieves a specific user by their unique ID.	`id` (string, required)
`users_list`	Lists all users in the account, allowing for filtering and pagination.	`page` (object), `filter` (string)

Write tools

Tool	Description	Parameters
`campaigns_create`	Creates a new campaign to register new marketing initiatives.	`data` (object)
`campaigns_update`	Updates the data of an existing campaign, such as its name or description.	`id` (string, required), `data` (object)
`contacts_create`	Creates a person (contact), not a deal/lead. Fields: name, emails, phones.	`data` (object)
`contacts_update`	Updates the fields of an existing contact.	`id` (string, required), `data` (object)
`deals_create`	Creates a deal/opportunity in the pipeline (this is the CRM “lead”), not a person.	`data` (object)
`deals_notes_create`	Adds a new note to a specific deal, useful for logging calls or meetings.	`deal_id` (string, required), `data` (object)
`deals_products_create`	Adds a catalog product to an existing deal, specifying quantity, price, and discount.	`deal_id` (string, required), `data` (object)
`deals_products_update`	Updates a product that is already associated with a deal, such as its quantity or price.	`id` (string, required), `deal_id` (string, required), `data` (object)
`deals_update`	Updates a deal’s fields. Use this to move a deal between stages or change its owner.	`id` (string, required), `data` (object)
`funnel_stages_create`	Creates a new stage within an existing sales pipeline.	`pipeline_id` (string, required), `data` (object)
`funnel_stages_update`	Updates the name or display order of an existing stage within a pipeline.	`id` (string, required), `pipeline_id` (string, required), `data` (object)
`funnels_create`	Creates a new sales pipeline, which is automatically populated with default stages.	`data` (object)
`funnels_update`	Updates the name or display order of an existing sales pipeline.	`id` (string, required), `data` (object)
`lost_reasons_create`	Creates a new lost reason, expanding options for classifying lost deals.	`data` (object)
`lost_reasons_update`	Updates the name of an existing lost reason.	`id` (string, required), `data` (object)
`organizations_create`	Creates a new organization. Organization names must be unique within the account.	`data` (object)
`organizations_update`	Updates the fields of an existing organization.	`id` (string, required), `data` (object)
`products_create`	Creates a new product in the catalog with details like name, price, and description.	`data` (object)
`products_update`	Updates the data of an existing product in the catalog, such as its price or name.	`id` (string, required), `data` (object)
`segments_create`	Creates a new segment used for classifying organizations.	`data` (object)
`segments_update`	Updates the name of an existing organization segment.	`id` (string, required), `data` (object)
`sources_create`	Creates a new deal source, allowing tracking of new acquisition channels.	`data` (object)
`sources_update`	Updates an existing deal source.	`id` (string, required), `data` (object)
`tasks_create`	Creates a follow-up task on a deal (deal_id). Use this for next step / outreach (e.g. a draft email).	`data` (object)
`tasks_update`	Updates a task’s fields, such as its subject, due date, or completion status.	`id` (string, required), `data` (object)

Troubleshooting

If the agent loses access or returns an invalid connection key error, your connection may have expired or the authorization was revoked. The MCP Gateway will show that it needs to reconnect. Go to Activate → MCPs, open your RD Station CRM connection, generate a new connection key from RD Station Mentor, and update the Connection key field.

Need help?

Contact our support team if you have trouble connecting RD Station CRM.

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RD Station CRM as an MCP

Adding RD Station CRM as an MCP

Example prompts

Available tools

Read tools

Write tools

Troubleshooting

Need help?

​Adding RD Station CRM as an MCP

​Example prompts

​Available tools

​Read tools

​Write tools

​Troubleshooting

​Need help?

Adding RD Station CRM as an MCP

Example prompts

Available tools

Read tools

Write tools

Troubleshooting

Need help?