RadiusOS CRM
Wire your coding agent into a full CRM so you can manage leads, quotes, invoices, and email without leaving the chat while you run a small product or services business.
Overview
RadiusOS CRM is a MCP server for the Grow phase that exposes 34 tools for contacts, pipeline, quotes, invoices, scheduling, email, and AI scoring over streamable HTTP.
What is this MCP server?
- 34 MCP tools covering contacts, pipeline, quotes, invoices, scheduling, and email
- Streamable HTTP remote at www.radiusos.ai/api/mcp—no local server binary required
- AI scoring on CRM data for prioritization from the agent
- Quotes and invoicing tied to the same pipeline as outreach
- Open-source OutreachOS lineage on GitHub (chadrnewell-hash/outreachos)
- 34 MCP tools documented in server metadata
- Remote transport: streamable-http at https://www.radiusos.ai/api/mcp
- Server version 1.0.0 per server.schema.json
What problem does it solve?
Solo builders lose deals because CRM, quotes, and inbox live outside the agent session where they already plan and ship.
Who is it for?
Indie founders and small teams who want agent-driven CRM, quoting, and invoicing without stitching multiple SaaS APIs.
Skip if: Builders who only need a one-off contact CSV or who cannot use a hosted RadiusOS CRM account.
What do I get? / Deliverables
After you register the remote endpoint, your agent can run end-to-end sales ops—pipeline updates, quotes, invoices, and email—from one MCP connection.
- Agent-updated contacts, pipeline stages, and scheduled meetings
- Quotes and invoices created or queried through MCP tools
- Email and scoring actions driven from CRM records
Recommended MCP Servers
Journey fit
Customer pipeline and outreach sit in the grow phase where solo builders convert interest into revenue and keep relationships organized. Lifecycle covers CRM workflows—contacts, scheduling, and follow-up—that compound retention and deal flow after launch.
How it compares
Full CRM MCP integration (34 tools), not a single-purpose email or calendar skill.
Common Questions / FAQ
Who is RadiusOS CRM for?
Solo builders and small teams selling products or services who want Claude Code or Cursor to manage pipeline, quotes, invoices, and email through MCP.
When should I use RadiusOS CRM?
Use it in the grow lifecycle phase when you have leads to track, quotes to send, and billing to reconcile—not during pure idea research with no customers.
How do I add RadiusOS CRM to my agent?
Add the streamable HTTP remote https://www.radiusos.ai/api/mcp in your MCP client config and complete RadiusOS onboarding at https://www.radiusos.ai/mcp.