Integration

RD Station CRM integration

RD Station CRM through its v1 API. Read and write the sales pipeline of the CRM product: deals and the funnels, stages, sources and loss reasons that describe them, plus contacts, organizations, tasks, activities, users and custom field definitions. Authentication is a single account token carried in the query string, which is why this integration targets the CRM rather than RD Station Marketing, whose API requires an interactive OAuth2 authorization.

Connect RD Station CRM How integrations work

Ask it in chat

Say what should happen.
The workflow builds itself.

When this happens, do that in RD Station CRM.Built from the 18 RD Station CRM tools below, on the connection you add once.

Common RD Station CRM use cases

deduplicating an inbound lead
reporting on the open pipeline
summarising what happened on a deal
reading a contact before enriching it
registering an inbound lead in the CRM
building a daily agenda for a sales rep
reading a company profile before a call
pushing a qualified lead into the pipeline
reading the current stage and value of a deal
resolving a loss reason before closing a deal

What you can do with RD Station CRM

Each of these is one operation on one endpoint, available both as a workflow step and as a tool an AI agent can call on its own. Nothing bundles several operations into one action, so what a run did stays readable afterwards.

Most endpoints run on the free plan. A few, mainly the ones that publish on your behalf, need a paid plan.

Contact, 4 operations

create_contactCreate contactPOSTCreates a contact and returns the stored record.
get_contactGet contactGETReturns a single contact as a bare object.
list_contactsList contactsGETReturns a page of contacts under the contacts key, with has_more and total beside it.
update_contactUpdate contactPUTUpdates a contact and returns the stored record.

Deal, 4 operations

create_dealCreate dealPOSTCreates a deal and returns the stored record.
get_dealGet dealGETReturns a single deal as a bare object.
list_dealsList dealsGETReturns a page of deals under the deals key, with has_more and total beside it.
update_dealUpdate dealPUTUpdates a deal and returns the stored record.

Organization, 2 operations

get_organizationGet organizationGETReturns a single organization as a bare object.
list_organizationsList organizationsGETReturns a page of organizations under the organizations key, with has_more and total beside it.

Activity, 1 operation

list_activitiesList activitiesGETReturns activities under the activities key.

Custom field, 1 operation

list_custom_fieldsList custom fieldsGETReturns the custom field definitions as a plain array.

Deal lost reason, 1 operation

list_deal_lost_reasonsList deal lost reasonsGETReturns a page of loss reasons under the deal_lost_reasons key.

Deal pipeline, 1 operation

list_deal_pipelinesList deal pipelinesGETReturns a page of funnels as a plain array, each with its stages.

Deal source, 1 operation

list_deal_sourcesList deal sourcesGETReturns a page of deal sources under the deal_sources key.

Deal stage, 1 operation

list_deal_stagesList deal stagesGETReturns a page of stages under the deal_stages key.

Task, 1 operation

list_tasksList tasksGETReturns a page of tasks under the tasks key, with has_more and total beside it.

User, 1 operation

list_usersList usersGETReturns the users of the account under the users key.

Use RD Station CRM from Claude Code, Cursor or Codex

Connect RD Station CRM in LiveContext, create an API key in Settings, then add the LiveContext MCP server to your client. Its RD Station CRM operations become tools the client can call, next to every other integration you connected.

Claude Code

claude mcp add --transport http livecontext https://livecontext.ai/mcp --header "X-API-Key: YOUR_API_KEY"

Codex (~/.codex/config.toml)

[mcp_servers.livecontext]
url = "https://livecontext.ai/mcp"

[mcp_servers.livecontext.http_headers]
"X-API-Key" = "YOUR_API_KEY"

Cursor, Claude Desktop and other JSON configs

{
  "mcpServers": {
    "livecontext": {
      "type": "http",
      "url": "https://livecontext.ai/mcp",
      "headers": {
        "X-API-Key": "YOUR_API_KEY"
      }
    }
  }
}

Set up the MCP server step by step

How to connect RD Station CRM

Create your workspace
Sign up free. Nothing to install.
Connect RD Station CRM once
Add your RD Station CRM connection in Settings. Every tool from this integration reuses it, and secrets are encrypted at rest and visible only to you.
Describe the job in chat
The workflow builds itself in front of you and picks the endpoints it needs. Drag the steps yourself on the canvas whenever you would rather be explicit.

RD Station CRM integration FAQ

What can you do with the RD Station CRM integration?

LiveContext exposes 18 operations on RD Station CRM, covering contact, deal, organization and activity. Common uses include deduplicating an inbound lead, reporting on the open pipeline and summarising what happened on a deal.