• PROSPECTS
  • PIPELINE
  • STATUS
  • HUMAN

How to manage sales leads and proposals with your AI

Connect Richards CRM to your AI client once. After that, you can talk to your data to find prospects or check on pending deals.

Ask AI about this page

Short answer

How can I manage sales leads and proposals with my AI?

You can use your AI to pull specific lead details, list all current prospects, or check on pending deals. This gives you a clear view of your sales pipeline without manual searching. You'll see exactly how to move from raw data to actionable insights below.

Your sales data, organized.

Where your data lands.

The AI handles the heavy lifting of searching and retrieving data so you can focus on closing.

PROSPECTS

New lead creation

The AI uses create_lead to add new people to your CRM. You just tell it the details in plain English.

PIPELINE

Live lead lists

Get a full view of your current prospects. The AI pulls everything from your CRM so you know who to call next.

STATUS

Proposal tracking

Check on your deals instantly. The AI looks up proposal statuses so you never miss a follow-up.

HUMAN

Decision making

The AI finds the data, but you decide which leads are worth the time. It provides the facts; you provide the strategy.

The workflow

What your AI does when you ask for sales data.

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

  1. Find prospects

    Your AI scans your CRM to find specific people or groups of leads you need to talk to.

    list_leads

  2. Add new people

    When you meet someone new, tell your AI to add them to the system immediately.

    create_lead

  3. Check deal progress

    The AI looks through your active documents to see where your proposals stand.

    list_proposals

  4. Deep dive

    If you need more than a list, the AI pulls the full profile for a specific contact.

    get_lead

Try it

Copy these to start.

Use these prompts to kick off your sales management tasks.

Starting points

These are just ideas. Swap out the names like 'Acme Corp' or 'John Doe' with your actual lead names.

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 leads in Richards CRM.

  • Create a new lead for Sarah Jenkins at Acme Corp.

  • Show me the status of all my open proposals.

  • Get the details for the lead named Michael Scott.

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

Start here

Connect Richards CRM once, then ask.

Just follow the link to connect your account. Your login stays encrypted and secure, and you can start chatting with your CRM data immediately.

Connect Richards CRM to your AI

FAQ

How this task behaves

  • 01

    Can the AI delete leads from my CRM?

    No. The AI only has tools to create, list, and retrieve lead and proposal data. It cannot delete or modify existing records.

  • 02

    Can I use this with Claude?

    Yes, as long as you are using an MCP-compatible client like Claude Desktop.

  • 03

    Will the AI automatically send emails to my leads?

    No. The AI can only retrieve data from Richards CRM. It does not have tools to send emails or messages.

  • 04

    Does the AI see all my CRM data?

    The AI only sees the data it needs to answer your specific request through the provided tools.

  • 05

    Can the AI update the value of a proposal?

    No. There are no tools available to edit or update existing proposal or lead information.

  • 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