• DATA
  • MONEY
  • STATUS
  • HUMAN

How to check project and estimate details with your AI

Connect Richards CRM to your AI client once. After that, you can pull specific project data and check on estimates through a simple chat interface.

Ask AI about this page

Short answer

How do I check project and estimate details with my AI?

Your AI uses the Richards CRM connector to pull technical specs and list pending estimates. You get the exact data you need without logging into the CRM dashboard. This breakdown shows what you can do.

The outcomes

What you get from your AI

The AI handles the data retrieval so you can focus on the work.

DATA

Technical specs

The AI pulls specific project requirements and technical details. You get the raw data needed for planning.

MONEY

Pending estimates

The AI identifies which estimates are still waiting for review. You can see exactly what's outstanding.

STATUS

Project overview

Get a quick summary of all active projects. This helps you keep track of everything at once.

HUMAN

Manual review

The AI provides the data, but you decide if an estimate is accurate or if a project needs more work.

The workflow

What your AI does when you ask for data.

The AI acts as a bridge between your chat and your CRM database.

  1. Find projects

    The AI looks through your Richards CRM database to find the relevant work you're asking about.

    list_projects

  2. Get specifics

    Once it finds the right project, the AI pulls the deep technical details and specifications for that specific job.

    get_project

  3. Check estimates

    The AI scans for any estimates that are currently pending or awaiting your attention.

    list_estimates

  4. Summarize

    The AI takes the raw data from the CRM and presents it in a readable format in your chat.

    list_estimates

Try it

Copy these to start.

Use these prompts to get moving immediately.

Starting points

These are basic ways to start. Swap out the project names or estimate IDs with your actual data.

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"
    }
  }
}
Copy into chat04

  • List all my current projects in Richards CRM.

  • What are the technical specifications for the Apollo Project?

  • Show me all pending estimates in the system.

  • Give me the details for project ID 9928.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Richards CRM once, then ask.

Click the link to connect your account. Your login stays encrypted on our side, and you can find the full tool list on the Connector page.

Connect Richards CRM to your AI

FAQ

How this task behaves

  • 01

    Can the AI change project details?

    No. The AI can only read project and estimate data. It cannot edit or delete anything in your CRM.

  • 02

    Can I ask for specific project specs?

    Yes. If the data exists in Richards CRM, the AI can retrieve it for you.

  • 03

    Does the AI create new estimates?

    No. The AI only lists and retrieves existing estimates.

  • 04

    How does the AI know which project I mean?

    You can name the project or provide its ID, and the AI will find the matching record.

  • 05

    Will the AI notify my team?

    No. The AI only communicates with you in your chat client.

  • More questions about Richards CRM? The Connector page answers them. See everything the Richards CRM Connector can do

Connect Richards CRM to Claude, Cursor, ChatGPT & more