Richards CRM MCP for AI. Manage leads, orders, and projects in one chat.
Works with every AI agent you already use
…and any MCP-compatible client








Connect to your AI in seconds.
Richards CRM MCP Server handles all exterior contracting workflows. Your AI client manages leads, tracks job lifecycles, creates estimates, and orders materials directly from Richards Building Supply's system.
Stop jumping between apps; run your whole pipeline through natural conversation.
What your AI can do
Create lead
Builds a new lead record into Richards CRM using specified contact details.
Get company profile
Retrieves general profile information for the company associated with the account.
Get lead
Pulls all specific metadata and details for one particular lead record.
Create new leads or retrieve detailed profiles for any existing prospect in your pipeline.
List all active projects and get specific technical details on a single job site.
View current project estimates and monitor the status of proposals in natural language conversations.
List all purchase orders or retrieve invoice metadata to track supply chain costs and expenses.
Get core company profile details and list your entire employee roster using simple commands.
Ask an AI about this
Waiting for input…
Richards CRM: 11 Tools for Contracting Workflow Management
These 11 tools let your AI agent handle the full lifecycle of an exterior contract—from initial lead capture to final invoicing, all within a single chat interface.
Make your AI actually useful.
Add this MCP to Claude, Cursor, or Windsurf and your AI stops guessing. It gets real tools to look things up, take action, and handle the stuff you keep doing by hand.
Start using Richards CRM on VinkiusCreate Lead
Builds a new lead record into Richards CRM using specified contact details.
Get Company Profile
Retrieves general profile information for the company associated with the account.
Get Lead
Pulls all specific metadata and details for one particular lead record.
Get Project
Gets detailed technical information about a specified job site or project.
List Employees
Lists all employees registered within the company profile in Richards CRM.
List Estimates
Retrieves a list of all current estimates created for various projects.
List Invoices
Lists all invoices generated in the CRM, detailing billing history and amounts owed.
List Leads
Provides a list of every active or historical lead managed by the company.
List Orders
Retrieves a comprehensive list of all purchase orders placed through Richards CRM.
List Projects
Lists every active and completed project site in the system.
List Proposals
Generates a list of all submitted proposals, including their status and value.
Security and governance baked right in.
Pick your AI client below to get set up. Just create a Vinkius account, subscribe, and you're instantly up and running. We handle the entire backend infrastructure, delivering out-of-the-box support for HTTPS Streamable, SSE, and OAuth2—zero messy routing required.
Choose How to Get Started
Build a custom MCP for your own tools, or connect a ready-made integration from our catalog.
Build Your Own
Turn any API into an MCP. Import a spec, define Agent Skills, or deploy with MCPFusion.
- Import from OpenAPI, Swagger, or YAML specs
- Create Agent Skills with progressive disclosure
- Deploy to edge with MCPFusion framework
- Built in DLP, auth, and compliance on every call
- Real time usage dashboard and cost metering
- Publish to catalog or keep private
Make Your AI Do More
Start with Richards CRM, then connect any of our 5,100+ other servers whenever your AI needs more. One click, no limits.
- Use this MCP plus 5,100+ others, all in one place
- Add new capabilities to your AI anytime you want
- Every connection is secured and compliant automatically
- Track usage and costs across all your servers
- Works with Claude, ChatGPT, Cursor, and more
- New servers added to the catalog every week
Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Richards CRM. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.
VINKIUS INFRASTRUCTURE
Cloud Hosted
Managed infra
V8 Isolated
Sandboxed per request
Zero-Trust Proxy
No stored credentials
DLP Enforced
Policy on every call
GDPR Compliant
EU data residency
Token Compression
~60% cost reduction
Works with Claude, ChatGPT, Cursor, and more
The Model Context Protocol standardizes how applications expose capabilities to LLMs. Instead of operating in isolation, your AI gains direct access to external platforms, live data, and real-world actions through secure, standardized connections.
This connection provides 11 powerful capabilities that interface natively with Claude, ChatGPT, Cursor, and other compatible AI platforms. No middleware. No custom integration required.
The hassle of switching between your CRM, accounting software, and materials app shouldn't slow down sales calls.
Today, checking a single job site requires logging into the main CRM to check lead status. Then you open a separate module to see if an estimate was sent. Finally, you might need a third tab just to pull up material order history to confirm delivery dates. It's constant clicking and context switching.
With Richards CRM MCP, your AI agent handles that handoff. You ask it about 'Job Site 4.' The server runs `get_project` for the scope, then uses `list_estimates` for the price point, and checks `list_orders` for materials—all in one response. It's immediate.
Richards CRM MCP Server: Manage Leads & Projects
Manual processes force you to copy lead details from an email into the system, then manually create a project record and estimate. This wastes time, and worse, leads to data errors that hurt your bottom line.
The MCP server fixes this by giving your agent `create_lead` and `list_estimates`. You just tell it what you want done in plain English. The AI does the API calls, updates the records, and reports back, automatically.
What your AI can actually do with this
Look, if you're handling exterior contracting, this Richards CRM MCP Server is where your whole operation runs. You connect it to your agent, and it lets you manage everything—from finding a new contact to billing for finished work—all without jumping between apps.
When you use the list_leads tool, your AI client pulls up every single lead record, whether they're active or old history. Need details on one specific prospect? Just run get_lead, and it pulls all that specific metadata for a single lead. If you gotta add a new contact to the pipeline, you just run create_lead with the required contact info, and the system builds the whole record right in Richards CRM.
For tracking jobs, you start by running list_projects, which gives you a list of every active site and every job that's already wrapped up. If you need deep technical specs on one particular job site, run get_project. That tool provides all the detailed information specific to that project. You can also get general company profile details using get_company_profile, and if you need an employee roster, running list_employees pulls every registered worker into the system.
When it comes time for money, your AI client handles both estimates and proposals. To see what's currently quoted, run list_estimates to get a list of all active project cost estimates. You can also use list_proposals to generate a full list of submitted proposals, which includes tracking their current status and the total value.
To manage costs and billing, you pull up two key lists: first, running list_orders gives you a comprehensive rundown of every purchase order placed through Richards CRM. To track expenses and payments owed, run list_invoices; this tool provides all the invoice metadata, detailing your full billing history and exactly how much is still due.
Essentially, your agent acts like a project coordinator who knows the whole system inside out. You don't have to check five different places; you just talk to it. It manages the leads, tracks the job sites through list_projects and get_project, handles all the money documents—estimates via list_estimates, proposals via list_proposals, orders via list_orders, and invoices via list_invoices—and even keeps track of your company's general data using get_company_profile.
It’s everything, period.
019dd14f-a1dc-7005-b5e3-a8ca17ac5d09 Here's how it actually works
The bottom line is: your AI agent becomes a single window to all your contracting data—no more manual switching between apps.
1. Subscribe to the Richards CRM MCP Server on Vinkius.
2. Enter your specific Richards CRM API Key into the server settings.
3. Use any MCP-compatible client (Claude, Cursor, etc.) to start talking to the server.
Who is this actually for?
This tool is for exterior contractors, operations managers, and sales teams who deal with complex job pipelines. It’s for the foremen tired of logging into three different portals just to check a lead's status or place an order. If your business involves managing materials alongside client relationships, this saves hours.
Automates tracking material orders and pulling project history across multiple jobs without leaving the chat window.
Quickly retrieves estimate details or monitors proposal health for a prospect, allowing them to follow up with real data.
Checks the current status of active leads and pulls project metadata right before sending materials to the job site.
What Changes When You Connect
Get a full view of your pipeline instantly. Instead of clicking through separate tabs, you can use list_leads or list_proposals to get a summary of all prospects and their current deal status.
Cut down on admin time with automated data input. Use the create_lead tool to build a new prospect record, including contact details and initial project value—all in one go.
Keep job sites moving by having instant access to materials info. Check order metadata using list_orders or get specific technical specs via get_project, so you never wait on supplies.
Control your finances from the chat. Run list_invoices and list_estimates to quickly see who owes money and how much a job is worth, without opening accounting software.
Stay organized by centralizing data access. From viewing all employees (list_employees) to checking company profiles (get_company_profile), the server keeps all your core business info in one place.
See it in action
The Sales Follow-Up
A sales rep needs to follow up with a prospect. They ask their agent, 'What's the status of the Chen Residences job?' The agent runs get_project and pulls back technical details and the current proposal status using list_proposals. The rep can then call the client armed with specific data.
The Supply Chain Manager
It's time to reorder materials for a job. Instead of calling accounts, the manager asks their agent to 'list all purchase orders for Project Alpha.' The agent uses list_orders, providing the necessary order metadata so they can place the next material request.
The New Prospect Intake
A website form comes in with a new lead. Rather than manually entering it, the operations manager asks their agent to 'create a new lead for TechVentures.' The agent runs create_lead, instantly populating all necessary fields and assigning a follow-up task.
Project Review Day
The team needs to know the financial health of their current work. They ask their agent, 'Show me all active projects and who is on staff.' The server runs list_projects and cross-references it with list_employees, giving a holistic view in minutes.
The honest tradeoffs
Mixing up data sources
Trying to find project status by checking only the general CRM dashboard, which might miss material order details.
Don't rely on one source. Use your agent to run get_project first, then follow up with list_orders for that specific job ID. This ensures you see both technical and supply chain data.
Manual Data Entry
Getting a new lead via email attachment and spending 15 minutes copying names and values into the CRM interface.
Use create_lead. Your agent can process the attached information or your natural language request to build out the entire record instantly.
Scope Confusion
Asking the AI, 'Tell me about this job,' without specifying which project. The response is useless and generic.
Always be specific. First, run list_projects to get the correct Project ID, then use that ID in the get_project tool for accurate details.
When It Fits, When It Doesn't
Use this server if your job requires keeping track of multiple interconnected business entities: leads, materials, projects, and billing. Specifically, you need to correlate a prospect's initial contact data (create_lead) with their eventual project scope (get_project), the required supplies (list_orders), and the final payment status (list_invoices).
Don’t use this if your workflow is linear—for instance, if you only ever need to view a single, isolated record or if your billing system lives completely outside of Richards CRM. If you just need to check general company contact info, get_company_profile handles that fine. But if you're managing the full cycle from initial lead capture through project completion and invoicing, this is essential.
Questions you might have
How do I use the create_lead tool with Richards CRM? +
You tell your agent to 'create a new lead for Acme Corp.' The server then prompts you for required fields like contact name, email, and estimated project value before running create_lead.
Can I list all my projects using the list_projects tool? +
Yes. Running list_projects gives you a master roster of every job site in your system. You can then use the Project ID from that list with get_project for deep details.
What's the difference between list_leads and get_lead? +
Use list_leads when you want a summary view of many prospects. Use get_lead when you know the specific ID and need every single detail on one person or company.
Do I need to list_orders before listing_invoices? +
No. You can run both tools independently. list_orders gives you material costs, while list_invoices shows the billing records—they cover different parts of the financial picture.
What credentials do I need before running the `get_company_profile` tool? +
You must use your Richards CRM API Key, which you find in your account settings. The AI client uses this key to authenticate every request against the Construct CRM engine. Never share this key; it's how your agent proves access.
If I run `list_estimates` and a project ID is missing, what happens? +
The system returns an error code (usually 404 Not Found). This means the specific estimate or related job doesn't exist in your CRM. You need to confirm the Project ID before running the tool.
Are there limits on how many records I can get when I call `list_leads`? +
Yes, list tools handle large datasets by using pagination. If you run into a limit, your agent needs to request the next page of results until all leads are retrieved.
After running `get_project`, how do I link open material orders from `list_orders`? +
The AI client combines this data for you. You first provide the Project ID, and then instruct it to pull associated order metadata using the list_orders tool. The output ties them together contextually.
Can my AI automatically find the details and status for a specific project just by providing its ID? +
Yes! Use the get_project tool 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.
We've already built the connector for Richards CRM. Just plug in your AI agents and start using Vinkius.
No hosting. No infrastructure. No complex setup.
All 11 tools are live and waiting.
You're up and running in seconds.
Vinkius gives your AI agents access to the full catalog of app connectors, all fully managed, secure, and enterprise-ready. One subscription, every tool you need.
Built, hosted, and secured by Vinkius. You just connect and go.