# Richards CRM MCP

> 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.

## Overview
- **Category:** industry-titans
- **Price:** Free
- **Tags:** lead-management, contractor-tools, material-ordering, project-tracking, estimate-automation, sales-pipeline

## Description

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.

## Tools

### 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.

## Prompt Examples

**Prompt:** 
```
List all active leads in my Richards CRM.
```

**Response:** 
```
I've retrieved your leads. You have 5 active prospects including 'John Miller' and 'Chen Residences'. Which one would you like to check the project status for?
```

**Prompt:** 
```
Show me all leads in the pipeline with their estimated values and conversion probabilities.
```

**Response:** 
```
34 leads in the active pipeline. Total estimated value: $2.3M. By stage: New (12, $560K), Contacted (8, $420K), Qualified (6, $480K), Proposal Sent (5, $520K), Negotiation (3, $320K). Hot leads (>80% probability): 5 leads worth $380K. "Meridian Corp" is the highest-value lead at $180K (85% probability, proposal pending). Average pipeline velocity: 28 days from lead to close. Win rate this quarter: 34%. 3 leads are stale (no activity 14+ days).
```

**Prompt:** 
```
Create a new lead for TechVentures Inc with a $75,000 estimated project value.
```

**Response:** 
```
Lead created successfully. Company: TechVentures Inc. Primary contact: David Chen (CTO). Email: d.chen@techventures.io. Phone: +1-555-0234. Estimated value: $75,000. Project type: Custom Software Development. Stage: New. Source: Website Form. Assigned to: Sarah (Sales). Lead score: 72/100. Follow-up task created: "Initial discovery call" scheduled for tomorrow at 2 PM. Auto-nurture email sequence activated with 3-email welcome series.
```

## Capabilities

### 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.

## Use Cases

### 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.

## Benefits

- 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.

## How It Works

The bottom line is: your AI agent becomes a single window to all your contracting data—no more manual switching between apps.

1. 1. Subscribe to the Richards CRM MCP Server on Vinkius.
2. 2. Enter your specific Richards CRM API Key into the server settings.
3. 3. Use any MCP-compatible client (Claude, Cursor, etc.) to start talking to the server.

## Frequently Asked Questions

**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.