Richards CRM Connector for AI agents.

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

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

11 live capabilities

Manage exterior contracting projects and material orders from your chat.

Live agent request Richards CRM / Connector

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AI Agent

Why people use Richards CRM

Richards CRM for Exterior Contracting: Stop the Tab-Switching Fatigue

With this Connector, your AI becomes the central hub for all that data. Instead of hunting through three different apps, you just ask your agent for the status of a project or the details of an invoice. It pulls the info from Richards CRM and puts it right in front of you, so you can spend more time on the job site and less time on your laptop.

What Vinkius changes

You get a hands-free way to manage your contracting pipeline and supply chain.

Use it from Claude, ChatGPT, Cursor or another AI client you already have.

One account · 5,900+ Connectors

Real-world use case 01

The Site Visit

A foreman finishes a site visit and asks the agent to create_lead for a new project immediately to keep the pipeline moving.
Real-world use case 02

The Material Shortage

An ops manager asks the agent to list_orders to see if the siding for the Miller job has shipped or is delayed.
Real-world use case 03

The Bidding Sprint

A sales rep asks the agent to list_proposals to see which bids are still waiting on a signature from the client.

Complete set · 11capabilities

The complete Richards CRM capability set.

These are the exact actions your AI can choose when you ask it to work with Richards CRM.

Capability set01 / 03

01—04

4 capabilities in this set.

Part of 11 available through Richards CRM.

01 Capability
Create lead
Add a new prospect to your pipeline instantly. This keeps your sales funnel updated without manual entry.
02 Capability
Get company profile
Pull the full details of a specific company. Use this to quickly review client history during a call.
03 Capability
Get lead
Fetch the specific metadata for an individual lead. This is great for getting a quick snapshot of a prospect's needs.
04 Capability
Get project
Retrieve the technical details for a specific project. Use this to stay updated on job specs and current status.

Capability set02 / 03

05—08

4 capabilities in this set.

Part of 11 available through Richards CRM.

05 Capability
List estimates
View all your current and past project estimates. Use this to track your bidding activity and pricing.
06 Capability
List invoices
Get a complete list of all your business invoices. This makes it easier to track payments and outstanding balances.
07 Capability
List leads
See every lead currently in your CRM. This gives you a high-level view of your entire sales pipeline.
08 Capability
List orders
Pull a list of all purchase orders for materials. Use this to manage your supply chain and avoid shortages.

Capability set03 / 03

09—11

3 capabilities in this set.

Part of 11 available through Richards CRM.

09 Capability
List projects
See every project currently in your system. This helps you keep an eye on your active job list at a glance.
10 Capability
List proposals
View all your submitted proposals. Use this to monitor which bids are pending or need a follow-up.
11 Capability
List employees
See a full list of your team members. This helps you quickly check who is assigned to what job.

Set up in minutes

One URL. Then ask Richards CRM to work.

Claude and ChatGPT only need the Connector URL. Copy it once, add it in settings, and use Richards CRM from the conversation.

Choose your client

Live preview

Advanced clients IDE · CLI

Claude · Web + desktop

Official guide ↗

Connector URL · ready to paste

Streamable HTTP

https://edge.vinkius.com/vk_preview_q8uf8S8rQSVMyd57pVIQyjBfwmxXi3aJyywTCaX2/mcp

Step 01

Open Connectors

In Claude Web or Claude Desktop, open Settings and choose Connectors.
Step 02

Add the URL

Choose Add custom connector, name it Richards CRM, and paste the URL above.
Step 03

Turn it on in chat

Select +, open Connectors, and enable Richards CRM for the conversation.

ChatGPT · Web + desktop

Official guide ↗

Connector URL · ready to paste

Streamable HTTP

https://edge.vinkius.com/vk_preview_q8uf8S8rQSVMyd57pVIQyjBfwmxXi3aJyywTCaX2/mcp

Step 01

Open MCP settings

On desktop, open Settings and MCP servers. On web, open your workspace app or connector settings.
Step 02

Add the URL

Choose Add server with Streamable HTTP, or create a custom MCP app, then paste the Richards CRM URL.
Step 03

Save and start

Save the connection and enable Richards CRM in your conversation. Desktop may ask you to restart once.

Cursor · IDE configuration

Official guide ↗

Advanced setup

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

Step 01

Open MCP Settings

Press Cmd+Shift+P (macOS) or Ctrl+Shift+P (Windows/Linux) → search "MCP Settings"
Step 02

Add the server config

Paste the JSON configuration above into the mcp.json file that opens
Step 03

Save the file

Cursor will automatically detect the new Connector
Step 04

Start using Richards CRM

Open Agent mode in chat and ask: "Using Richards CRM, help me...". 11 tools available

VS Code Copilot · IDE configuration

Official guide ↗

Advanced setup

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

Step 01

Create MCP config

Create a .vscode/mcp.json file in your project root
Step 02

Add the server config

Paste the JSON configuration above
Step 03

Enable Agent mode

Open GitHub Copilot Chat and switch to Agent mode using the dropdown
Step 04

Start using Richards CRM

Ask Copilot: "Using Richards CRM, help me...". 11 tools available

Windsurf · IDE configuration

Official guide ↗

Advanced setup

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

Step 01

Open MCP Settings

Go to Settings → MCP Configuration or press Cmd+Shift+P and search "MCP"
Step 02

Add the server

Paste the JSON configuration above into mcp_config.json
Step 03

Save and reload

Windsurf will detect the new server automatically
Step 04

Start using Richards CRM

Open Cascade and ask: "Using Richards CRM, help me...". 11 tools available

Cline · IDE configuration

Official guide ↗

Advanced setup

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

Step 01

Open Cline MCP Settings

Click the Connectors icon in the Cline sidebar panel
Step 02

Add remote server

Click "Add Connector" and paste the configuration above
Step 03

Enable the server

Toggle the server switch to ON
Step 04

Start using Richards CRM

Ask Cline: "Using Richards CRM, help me...". 11 tools available

Claude Code · Terminal command

Official guide ↗

Advanced setup

claude mcp add richards-crm --transport http "https://edge.vinkius.com/vk_preview_q8uf8S8rQSVMyd57pVIQyjBfwmxXi3aJyywTCaX2/mcp"

Step 01

Install Claude Code

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

Add the Connector

Run the command above in your terminal
Step 03

Verify the connection

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

Start using Richards CRM

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

Where the request belongs

Work Richards CRM can move forward.

Built around the request

This is for the exterior contracting business owner or operations lead who is tired of juggling five different apps just to see if a shipment arrived or if a lead was contacted.

Exterior Contractor

Checks project specs and lead statuses while moving between job sites.

Operations Manager

Tracks material orders and manages company-wide invoices from a single chat.

Sales Representative

Monitors proposal health and pulls client profiles to prepare for discovery calls.

Build the capability set

Each Connector adds new actions and data without changing how you work.

Browse Connectors

01 11 capabilities

MeasureSquare CRM

Manage flooring and construction project estimates, client relationships, and job tracking for specialty contractors.

View Connector

02 6 capabilities

Agendor

CRM for sales teams. manage leads, organizations, and pipelines via AI.

View Connector

03 9 capabilities

TaskForce

Manage leads, customers, cases, and invoices programmatically using AI.

View Connector

04 7 capabilities

Clientjoy

Manage your entire client lifecycle from proposals and contracts through invoicing and payments in one streamlined platform.

View Connector

05 12 capabilities

Productive

Manage your entire agency workflow via Productive. fetch budgets, analyze time entries, track deals, and monitor project health directly from any AI agent.

View Connector

06 14 capabilities

Attio

Build powerful CRM workflows with flexible data models, relationship tracking, and deal management tailored to your process.

View Connector

Bring your own AI

Change the model, client or framework. Keep Richards CRM connected.

Claude
ChatGPT
Gemini
Cursor
VS Code
Windsurf
ZCode
Cline
Zed
Continue
Kiro
Roo Code
Zencoder
Goose
Void
Augment Code
Amp
Qodo
Tabnine
Pieces
Sourcegraph Cody
JetBrains
Warp
Amazon Q
Antigravity
BoltAI
Raycast
Jan
LM Studio
AnythingLLM
Open WebUI
Msty
Cherry Studio
LibreChat
TypingMind
Chorus
5ire
n8n
LangChain
LlamaIndex
CrewAI
Vercel AI SDK

Before you connect

Questions about Richards CRM.

The practical details behind the request, access and result.

Can Richards CRM help me track my building supply orders?

Yes. You can use your AI agent to list all purchase orders and check the status of specific materials for any job.

How does this Connector help with my exterior contracting leads?

It connects your lead pipeline to your chat, allowing you to list all prospects, view specific lead data, and add new leads instantly.

Can I use this to see which employees are on which jobs?

Yes, you can pull a full list of employees to see how your team is assigned across your various projects.

Is it possible to see all my outstanding invoices at once?

Absolutely. You can ask your agent to list all invoices to get a clear view of your business expenses and payments.

How do I get my project estimates into my AI chat?

The Connector allows your agent to pull all project estimates, making it easy to review your bidding history or current quotes.

Can I add new leads to my CRM using only my voice or text?

Yes, you can tell your AI client to create a new lead, and it will automatically sync that information into your Richards CRM.

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.

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.

One connection away

Give your agent a direct line to Richards CRM.

Connect Richards CRM once. Keep it beside 5,900+ managed Connectors when the next task needs more.

Explore every Connector No credit card required · Free tier available

Richards CRM for Exterior Contracting: Stop the Tab-Switching Fatigue

You get a hands-free way to manage your contracting pipeline and supply chain.

The Site Visit

The Material Shortage

The Bidding Sprint

Create lead

Get company profile

Get lead

Get project

List estimates

List invoices

List leads

List orders

List projects

List proposals

List employees

Open Connectors

Add the URL

Turn it on in chat

Open MCP settings

Add the URL

Save and start

Open MCP Settings

Add the server config

Save the file

Start using Richards CRM

Create MCP config

Add the server config

Enable Agent mode

Start using Richards CRM

Open MCP Settings

Add the server

Save and reload

Start using Richards CRM

Open Cline MCP Settings

Add remote server

Enable the server

Start using Richards CRM

Install Claude Code

Add the Connector

Verify the connection

Start using Richards CRM

Exterior Contractor

Operations Manager

Sales Representative

MeasureSquare CRM

Agendor

TaskForce

Clientjoy

Productive

Attio

Give your agent a direct line to Richards CRM.