An astronaut overseeing a futuristic data hub
Download PDFMarkdown Version

Connect Richards CRM to ChatGPT, Claude and Gemini

Set it up once and it works in ChatGPT, Claude, Cursor, and any other client you love. It all runs safely in the background, so you can relax and focus on what really matters. Run your entire exterior contracting business from a chat interface.

Ask AI about this Connector

Developed, maintained, and hosted by Vinkius.

MCP VERIFIED · PRODUCTION READY · VINKIUS GUARANTEED

Waiting for input…

Works with modern AI clients that support MCP, including ChatGPT, Claude, Cursor, and more.

ChatGPTClaudeCursorPerplexityGeminiMicrosoft CopilotRaycastMeta AI

Your AI does the work. We keep it safe and sound.

No other AI tool gives you this. Your workflow runs in the client you already love, your account stays protected, and you decide what the agent can and cannot do. It is the whole reason to make the switch.

Each Connector lives inside our infrastructure, the same place where your workflow runs. The three things below are already part of it, working quietly in the background so you never have to think about them. Nothing to add, nothing to set up, nothing to worry about.

A futuristic MCP client docking bay
V8 Isolate01

Each Connector runs inside its own sealed environment.

Each Connector runs inside its own sealed V8 runtime — no access to your files, your system, or other servers. A Connector never sees past its own request.

Kill Switch02

One switch stops every agent. Instantly.

One action deactivates every Connector, revokes every token, and ends every session at once. AI Governance keeps the record.

FinOps per User03

Spending limits that pause instead of surprise.

Every user keeps their own connections and credentials, isolated from everyone else. Anything that would cross your spending limit is held for your approval, not billed.

Three controls, built into the layer your AI connects through.

Curated set · 11 capabilities

We ship only the actions that matter.

Capability set01 / 03

01-04

4 capabilities in this set.

Part of 11 available through Richards CRM.

  1. 01

    Get lead

    This capability pulls specific profile information for a single lead.

  2. 02

    List employees

    This capability generates a list of all employees in your system.

  3. 03

    List leads

    This capability provides a full list of all managed leads in your pipeline.

  4. 04

    Get company profile

    This capability retrieves your company's profile metadata.

Capability set02 / 03

05-08

4 capabilities in this set.

Part of 11 available through Richards CRM.

  1. 05

    List projects

    This capability returns a list of all active and past projects.

  2. 06

    Create lead

    This capability adds a brand new lead to your CRM via your AI client.

  3. 07

    List estimates

    This capability pulls a list of all project estimates.

  4. 08

    List invoices

    Use this to see all invoices related to your business operations.

Capability set03 / 03

09-11

3 capabilities in this set.

Part of 11 available through Richards CRM.

  1. 09

    List orders

    This capability lists all purchase orders to help you track material deliveries.

  2. 10

    List proposals

    This capability retrieves all current proposals to check their status.

  3. 11

    Get project

    Use this to retrieve technical details and status for a specific project ID.

Real work

What teams actually run

01

On-site Project Checks

A foreman asks the AI for specific project technical details while standing at a job site.

02

Rapid Lead Entry

A sales rep creates a new prospect in the CRM immediately after a meeting via chat.

03

Order Monitoring

An operations manager checks the status of a purchase order to confirm material arrival.

04

Pipeline Audits

A manager asks for a summary of all pending proposals to gauge upcoming revenue.

Automate a task

Put Richards CRM to work on one thing.

Step-by-step automations your AI runs through this Connector: the workflow, the prompts to start with, and the exact capabilities behind each move.

One connector, every AI

Richards CRM works with the most popular AI clients.

These are the most popular clients, each with a step-by-step guide: one link, set up once, with governance and visibility built in. And because everything runs on the MCP standard, the same connection also works in any other compatible client — nothing to rebuild.

ClaudeClaudeChatGPTChatGPTGeminiGeminiPerplexityPerplexityGrokGrokMicrosoft CopilotMicrosoft CopilotCursorCursorVS CodeVS CodeWindsurfWindsurfJetBrainsJetBrainsClineClineLangChainLangChainVercel AI SDKVercel AI SDKLovableLovableZ.aiZ.aiRaycastRaycastQwen CodeQwen CodeKimi CodeKimi CodeLe ChatLe Chat

Building your own app? The connector is yours to use.

You don't need a client to put Richards CRM to work: the same hosted connection plugs into your own applications and agent code, with the same governance on every request. Build with it, chat with it — one connection for both.

Observed, not estimated

858ms average. Fast in production.

Richards CRM is checked daily against the live service.

Daily averagePeak 1045ms
Oct 3Today
Fastest day
715ms
Slowest day
1045ms
14-day trend
Slowing+7%

Connect your client

One URL. Every client.

Activate the Connector, copy your link, and paste it into the client you already use. 11 capabilities arrive ready to run.

Preview access · not provider authentication

The vk_preview_* token belongs to Vinkius preview infrastructure. It lets Claude discover and display the capabilities of Richards CRM, so you can see the experience inside your AI.

It does not authenticate your account with Richards CRM. Actions requiring credentials or live account data may not run until you activate the Connector and authorize the service.

Richards CRM Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_q8uf8S8rQSVMyd57pVIQyjBfwmxXi3aJyywTCaX2/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Richards CRM capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "richards-crm-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_q8uf8S8rQSVMyd57pVIQyjBfwmxXi3aJyywTCaX2/mcp"
    }
  }
}
  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Step-by-step instructions for each client are in the guide. How to connect

Guided setup for Claude? Set up Richards CRM in Claude and other AIs

See all the AI clients this connector works with ↑

Who it's for

Built for the work Richards CRM owners hand off.

This MCP is built for professionals in the exterior contracting industry who need to manage field operations and sales without constant manual data entry.

  • 01

    Exterior Contractors

    They use the AI to check project details and lead status while on-site.

  • 02

    Operations Managers

    They hand off material order tracking and project history management to the agent.

  • 03

    Sales Teams

    They use the AI to quickly pull estimate details and monitor proposal health.

FAQ

Questions Richards CRM owners ask.

  • 01

    What AI clients can I use with this MCP?

    You can use any MCP-compatible client, including Claude, Cursor, Windsurf, and VS Code.

  • 02

    Do I need to manually enter my API key every time?

    No. You enter your Richards CRM API Key once during setup, and Vinkius manages the connection for you.

  • 03

    Can I actually create new leads through the chat?

    Yes. The create_lead capability allows your AI agent to add new prospects to your CRM directly from your conversation.

  • 04

    Is my data secure?

    Vinkius hosts the MCP and manages your credentials securely so you can connect your AI client with confidence.

  • 05

    Can I track my material orders here?

    Yes. You can use the list_orders capability to retrieve purchase order metadata and monitor your supply chain.

  • 06

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

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

  • 07

    How do I find my Richards CRM API Key?

    Log in to your Richards CRM account, navigate to the integration or API settings section, and you will find your unique secret API key there.

Explore

More in Industry Titans

Suggestions

Connect Richards CRM to Claude, Cursor, ChatGPT & more