Rise Mcp
Drive RISE CRM from your agent—clients, projects, tickets, finance, sales, HR, and reports via 36 API-backed tools.
Overview
RISE MCP is a MCP server for the Grow phase that exposes 36 tools for AI access to RISE CRM across CRM, projects, tickets, finance, sales, HR, and reports.
What is this MCP server?
- 36 MCP tools across CRM, projects, tickets, finance, sales, HR, and reports
- Connects to your RISE CRM instance via RISE_API_URL and RISE_API_KEY
- stdio npm package rise-mcp v1.0.3
- Suited to agencies and SMBs already on RISE CRM
- Single integration surface instead of bespoke REST scripts per module
- Modules: CRM, projects, tickets, finance, sales, HR, reports
- npm package rise-mcp version 1.0.3
What problem does it solve?
RISE CRM data is trapped in the web UI unless you write custom API calls for every sales, support, or finance question your agent could answer.
Who is it for?
Solo agencies and SMBs standardized on RISE CRM who want agent-assisted pipeline, project, and ticket workflows.
Skip if: Teams not on RISE CRM, builders needing only lightweight email MCP, or greenfield CRM selection.
What do I get? / Deliverables
With RISE_API_URL and RISE_API_KEY configured, agents can query and act across RISE CRM modules through 36 standardized MCP tools.
- stdio MCP server wired to your RISE tenant
- Agent access to 36 tools across CRM, projects, tickets, finance, sales, HR, and reports
- Faster operational queries without manual RISE admin navigation
Recommended MCP Servers
Journey fit
How it compares
RISE CRM-specific MCP with 36 tools—not a portable CRM abstraction or email-only integration.
Common Questions / FAQ
Who is RISE MCP for?
RISE CRM customers—often agencies and small businesses—who use AI coding agents for sales, projects, and support data.
When should I use RISE MCP?
Use it in Grow when you manage leads, client projects, invoices, tickets, or HR records inside RISE and want agents to read or update that data.
How do I add RISE MCP to my agent?
Generate an API key in RISE CRM Settings → Rise API, set RISE_API_URL and RISE_API_KEY, install rise-mcp from npm, and register the stdio MCP server in your agent configuration.