Richards CRMをChatGPT、Claude、Geminiに接続

• 01 / 03プロジェクト詳細を確認する
• 02 / 03営業リードの管理方法
• 03 / 03発注と請求書の管理方法

最速日

715ms

最遅日

1045ms

14日間の傾向

遅延傾向+7%

Richards CRM Connector

準備完了です。MCPクライアントを選択し、セットアップ手順に従ってください。

コネクタリンクhttps://edge.vinkius.com/vk_preview_q8uf8S8rQSVMyd57pVIQyjBfwmxXi3aJyywTCaX2/mcpコピー

Claude Desktop

以下の手順で数秒で接続できます。

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.

設定 · claude_desktop_config.jsonコピー

{
  "mcpServers": {
    "richards-crm-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_q8uf8S8rQSVMyd57pVIQyjBfwmxXi3aJyywTCaX2/mcp"
    }
  }
}

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

各クライアントの手順ガイドはこちらです。 接続方法

Claude向けのガイド付きセットアップ？ Richards CRMをClaudeや他のAIに設定する

このConnectorが対応するすべてのAIクライアントを見る ↑

• 01

  外装業者および現場監督

  アプリを切り替えることなく、プロジェクトの詳細やリードの状況を迅速に確認できます。

• 02

  オペレーションマネージャー

  資材発注の管理やプロジェクト履歴の追跡を、自然な対話を通じて自動化できます。

• 03

  営業チーム

  チャット内で直接、見積もりの取得や提案状況の確認を効率化できます。

• 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.

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