rd-station
OfficialConecte RD Station CRM para gerenciar pipeline e deals.
AuthorMindOpsTeam
Version1.0.0
Installs0
System Documentation
What problem does it solve?
RD Station CRM integration enables automated access to RD Station data from Agente CFO to manage pipelines, deals, contacts, and organizations without switching apps.
Core Features & Use Cases
- RD Station integration: List, create, update deals, contacts, organizations, pipelines and activities via REST API.
- Unified workflow: Synchronize data across RD Station and internal CRM components to support pipeline management and reporting.
- Use Case: A sales team can pull deal summaries, update close dates, add notes, and track owner performance directly from the agent.
Quick Start
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.
Dependency Matrix
Required Modules
None requiredComponents
scripts
💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: rd-station Download link: https://github.com/MindOpsTeam/agente-cfo/archive/main.zip#rd-station Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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