Vinkius
Richards CRM

Richards CRM MCP for AI. Manage leads, orders, and projects in one chat.

Claude Claude
ChatGPT ChatGPT
Cursor Cursor
Gemini Gemini
Windsurf Windsurf
VS Code VS Code
JetBrains JetBrains
Vercel Vercel
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Works with every AI agent you already use

…and any MCP-compatible client

Richards CRM MCP on Cursor AI Code EditorRichards CRM MCP on Claude Desktop AppRichards CRM MCP on OpenAI Agents SDKRichards CRM MCP on Visual Studio CodeRichards CRM MCP on GitHub Copilot AI AgentRichards CRM MCP on Google Gemini AIRichards CRM MCP on Lovable AI DevelopmentRichards CRM MCP on Mistral AI AgentsRichards CRM MCP on Amazon AWS Bedrock

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.

+ 8 more capabilities included
Manage Leads

Create new leads or retrieve detailed profiles for any existing prospect in your pipeline.

Track Projects

List all active projects and get specific technical details on a single job site.

Process Estimates and Proposals

View current project estimates and monitor the status of proposals in natural language conversations.

Handle Orders and Billing

List all purchase orders or retrieve invoice metadata to track supply chain costs and expenses.

View Company Data

Get core company profile details and list your entire employee roster using simple commands.

Included with Plan

Waiting for input…

AI Agent

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 Vinkius

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.

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.

Claude AI

Claude AI

1

Open Claude Settings

Go to claude.ai, click your profile icon, then navigate to Customize → Connectors.

2

Add Custom Connector

Click the "+" button and select Add custom connector. Paste your Vinkius endpoint URL:

https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. For OAuth-protected servers, expand Advanced settings to add credentials.

3

Start a conversation

Open a new chat. The Richards CRM integration is available immediately — no restart needed.

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
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  • Publish to catalog or keep private
Start building

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
Richards CRM MCP server cover

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.

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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.

Built · Hosted · Managed by Vinkius Richards CRM MCP Server - Manage Leads, Projects & Orders
Server ID 019dd14f-a1dc-7005-b5e3-a8ca17ac5d09
Vinkius Inspector
Compliance Grade A+
Score 100/100
Vinkius Inspector Badge — Score 100/100

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.

Built & Managed by Vinkius 30s setup 11 tools

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.

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