Richards CRM MCP Server with 11 Tools Ready for AI Agents

Name: Richards CRM
Availability: InStock
Author: Vinkius

GDPR Free for Subscribers

Automate project management via Richards CRM — manage leads, estimates, and material orders with AI. Unlock 11 tools ready out of the box. Connect this App Connector to instantly empower AI agents like Claude Code, Cursor, or any MCP-compatible client with advanced capabilities.

Built for AI Agents by Vinkius

Ask AI about this App Connector

Open in ChatGPT Open in Claude Open in Perplexity

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<40msKill switch

Stream every event to Splunk, Datadog, or your own webhook in real-time

* Every MCP server runs on Vinkius-managed infrastructure inside AWS - a purpose-built runtime with per-request V8 isolates, Ed25519 signed audit chains, and sub-40ms cold starts optimized for native MCP execution. See our infrastructure

What is the Richards CRM MCP Server?

The Richards CRM MCP Server gives AI agents like Claude, ChatGPT, and Cursor direct access to Richards CRM via 11 tools. Automate project management via Richards CRM — manage leads, estimates, and material orders with AI. Powered by the Vinkius - no API keys, no infrastructure, connect in under 2 minutes.

Built-in capabilities (11)

create_leadget_company_profileget_leadget_projectlist_employeeslist_estimateslist_invoiceslist_leadslist_orderslist_projectslist_proposals

Tools for your AI Agents to operate Richards CRM

Ask your AI agent "List all active leads in my Richards CRM." and get the answer without opening a single dashboard. With 11 tools connected to real Richards CRM data, your agents reason over live information, cross-reference it with other MCP servers, and deliver insights you would spend hours assembling manually.

Works with Claude, ChatGPT, Cursor, and any MCP-compatible client. Powered by the Vinkius - your credentials never touch the AI model, every request is auditable. Connect in under two minutes.

Why teams choose Vinkius

One subscription gives you access to thousands of MCP servers - and you can deploy your own to the Vinkius Edge. Your AI agents only access the data you authorize, with DLP that blocks sensitive information from ever reaching the model, kill switch for instant shutdown, and up to 60% token savings. Enterprise-grade infrastructure and security, zero maintenance.

Build your own MCP Server with our secure development framework →

The Richards CRM App Connector works with every AI agent you already use

…and any MCP-compatible client

Use all 11 Richards CRM tools with your AI agents right now

Empower your AI agents to connect to Richards CRM and securely perform advanced actions on Vinkius infrastructure. Beyond a simple connection, you gain an advanced AI Gateway that provides complete visibility into agent activity, ensuring maximum governance and optimized token usage.

create_lead

Create a new lead

get_company_profile

Get company profile details

get_lead

Get details for a specific lead

get_project

Get details of a specific project

list_employees

List all employees

list_estimates

List all estimates

list_invoices

List all invoices

list_leads

List all leads

list_orders

List all purchase orders

list_projects

List all projects

list_proposals

List all proposals

What the Richards CRM MCP Server unlocks

Connect your Richards Building Supply CRM account to any AI agent and take full control of your exterior contracting orchestration through natural conversation. Powered by the Construct CRM engine, this integration allows you to retrieve lead metadata, manage project lifecycles, and orchestrate material orders directly from your chat interface.

What you can do

Lead & Prospect Orchestration — List all managed leads and retrieve detailed profile metadata, including creating new contacts programmatically to ensure your pipeline is always synchronized.
Project & Job Lifecycle Management — Access and monitor active projects and retrieve detailed technical metadata directly from the AI interface to keep your exterior jobs on track.
Estimating & Proposals Intelligence — Access project estimates and monitor proposal statuses to ensure your bidding process is always optimized via natural language.
Material Ordering & Invoice Control — List and retrieve order metadata and invoices to maintain a clear overview of your supply chain and business expenses.
Operational Monitoring — Track employee assignments and manage company profile metadata using simple AI commands.

How it works

1. Subscribe to this server
2. Enter your Richards CRM API Key from your account settings
3. Start managing your contracting workflows from Claude, Cursor, or any MCP-compatible client

No more manual order tracking or switching between Material and CRM apps. Your AI acts as a dedicated project coordinator or operations lead.

Who is this for?

Exterior Contractors & Foremen — quickly retrieve project details and monitor lead status without switching apps.
Operations Managers — automate the management of material orders and track project history via natural conversation.
Sales Teams — streamline the retrieval of estimates and monitor proposal health directly within the chat.

Frequently asked questions about the Richards CRM MCP Server

Can my AI automatically find the details and status for a specific project just by providing its ID?

Yes! Use the get_project tool with the Project ID. Your agent will respond with complete metadata, including job status, linked leads, and material requirements in seconds.