Manage RD Station deals, pipelines, and contacts via REST API.
npx skills add https://github.com/MindOpsTeam/agente-cfo --skill rd-station
Please help me install this Agent Skill. Skill: rd-station Source: https://github.com/MindOpsTeam/agente-cfo/tree/main/skills/rd-station Command: npx skills add https://github.com/MindOpsTeam/agente-cfo --skill rd-station
RD Station CRM integration enables automated access to RD Station data from Agente CFO to manage pipelines, deals, contacts, and organizations without switching apps.
Run the connect.sh script to configure credentials and start the MCP server, then use the provided tools to manage RD Station deals, contacts, and pipelines.
High-intent search queries and answers about installing and using this skill.
Integrate RD Station CRM via REST API by running the connect.sh script to configure credentials, which starts an MCP server exposing CRUD tools to manage deals, pipelines, contacts, and organizations directly.
Yes, you can automate updating deal close dates and adding notes in RD Station using Python 3 and curl. The integration provides MCP server tools to programmatically list, create, update, and report on deals and activities.
Before connecting to the RD Station REST API, you need Python 3 and curl installed, plus valid credentials stored in a secrets file. Running the connect.sh script reads these credentials and starts the MCP server.
Yes, the RD Station CRM integration supports synchronizing contacts and organizations. It exposes REST API tools for listing, creating, updating, and managing contacts, organizations, pipelines, and activities across your sales workflows.
The best way to pull deal summaries and track owner performance from RD Station programmatically is using the MCP server tools, which provide unified workflow access to deal data, pipeline stages, and activities via REST API.
Using a Python-based MCP server for RD Station CRM eliminates manual data entry and app switching. It enables automated programmatic access to list, create, update, and report on deals, pipelines, and contacts directly from your agent.
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