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Richards CRM MCP Server for Claude CodeGive Claude Code instant access to 11 tools to Create Lead, Get Company Profile, Get Lead, and more

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Claude Code is Anthropic's agentic CLI for terminal-first development. Add Richards CRM as an MCP server in one command and Claude Code will discover every tool at runtime. ideal for automation pipelines, CI/CD integration, and headless workflows via Vinkius.

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The Richards CRM app connector for Claude Code is a standout in the Industry Titans category — giving your AI agent 11 tools to work with, ready to go from day one.

Vinkius delivers Streamable HTTP and SSE to any MCP client

RecommendedModern Approach — Zero Configuration

Vinkius Desktop App

The modern way to manage MCP Servers — no config files, no terminal commands. Install Richards CRM and 3,400+ MCP Servers from a single visual interface.

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Download Free Open SourceNo signup required
Classic Setup·bash
# Your Vinkius token. get it at cloud.vinkius.com
claude mcp add richards-crm --transport http "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
Richards CRM
Fully ManagedVinkius Servers
60%Token savings
High SecurityEnterprise-grade
IAMAccess control
EU AI ActCompliant
DLPData protection
V8 IsolateSandboxed
Ed25519Audit chain
<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

About Richards CRM MCP Server

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.

Claude Code registers Richards CRM as an MCP server in a single terminal command. Once connected, Claude Code discovers all 11 tools at runtime and can call them headlessly. ideal for CI/CD pipelines, cron jobs, and automated workflows where Richards CRM data drives decisions without human intervention.

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.

The Richards CRM MCP Server exposes 11 tools through the Vinkius. Connect it to Claude Code in under two minutes — no API keys to rotate, no infrastructure to provision, no vendor lock-in. Your configuration, your data, your control.

All 11 Richards CRM tools available for Claude Code

When Claude Code connects to Richards CRM through Vinkius, your AI agent gets direct access to every tool listed below — spanning lead-management, contractor-tools, material-ordering, and more. Every call is secured with network, filesystem, subprocess, and code evaluation entitlements inside a sandboxed runtime. Beyond a simple connection, you get a full AI Gateway with real-time visibility into agent activity, enterprise 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

Connect Richards CRM to Claude Code via MCP

Follow these steps to wire Richards CRM into Claude Code. The entire setup takes under two minutes — your credentials stay safe behind the Vinkius.

01

Install Claude Code

Run npm install -g @anthropic-ai/claude-code if not already installed
02

Add the MCP Server

Run the command above in your terminal
03

Verify the connection

Run claude mcp to list connected servers, or type /mcp inside a session
04

Start using Richards CRM

Ask Claude: "Using Richards CRM, show me...". 11 tools are ready

Why Use Claude Code with the Richards CRM MCP Server

Claude Code provides unique advantages when paired with Richards CRM through the Model Context Protocol.

01

Single-command setup: `claude mcp add` registers the server instantly. no config files to edit or applications to restart

02

Terminal-native workflow means MCP tools integrate seamlessly into shell scripts, CI/CD pipelines, and automated DevOps tasks

03

Claude Code runs headlessly, enabling unattended batch processing using Richards CRM tools in cron jobs or deployment scripts

04

Built by the same team that created the MCP protocol, ensuring first-class compatibility and the fastest adoption of new protocol features

Richards CRM + Claude Code Use Cases

Practical scenarios where Claude Code combined with the Richards CRM MCP Server delivers measurable value.

01

CI/CD integration: embed Richards CRM tool calls in your deployment pipeline to validate configurations or fetch secrets before shipping

02

Headless batch processing: schedule Claude Code to query Richards CRM nightly and generate reports without human intervention

03

Shell scripting: pipe Richards CRM outputs into other CLI tools for data transformation, filtering, and aggregation

04

Infrastructure monitoring: run Claude Code in a cron job to query Richards CRM status endpoints and alert on anomalies

Example Prompts for Richards CRM in Claude Code

Ready-to-use prompts you can give your Claude Code agent to start working with Richards CRM immediately.

01

"List all active leads in my Richards CRM."

02

"Show me all leads in the pipeline with their estimated values and conversion probabilities."

03

"Create a new lead for TechVentures Inc with a $75,000 estimated project value."

Troubleshooting Richards CRM MCP Server with Claude Code

Common issues when connecting Richards CRM to Claude Code through the Vinkius, and how to resolve them.

01

Command not found: claude

Ensure Claude Code is installed globally: npm install -g @anthropic-ai/claude-code
02

Connection timeout

Check your internet connection and verify the Edge URL is reachable

Richards CRM + Claude Code FAQ

Common questions about integrating Richards CRM MCP Server with Claude Code.

01

How do I add an MCP server to Claude Code?

Run claude mcp add --transport http "" in your terminal. Claude Code registers the server and discovers all tools immediately.
02

Can Claude Code run MCP tools in headless mode?

Yes. Claude Code supports non-interactive execution, making it ideal for scripts, cron jobs, and CI/CD pipelines that need MCP tool access.
03

How do I list all connected MCP servers?

Run claude mcp in your terminal to see all registered servers and their status, or type /mcp inside an active Claude Code session.