Chat with your RDStation CRM data

AI to analyze RDStation CRM data with Claude and ChatGPT

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No credit card required | 14 days | 10 million records | 30 pipelines

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RDStation CRM
You
What is the total value of deals in my RDStation CRM pipeline right now?
RDStation CRM
Your current RDStation CRM pipeline contains R$ 1.247.500 across 34 active deals.
Via Kondado MCP
You
Which sales rep closed the most deals last month in RDStation CRM?
Sales Performance
Mariana Souza closed 12 deals worth R$ 340.000, leading the team last month.
Via Kondado MCP
You
How many deals moved from proposal to closed-won this week?
Deal Flow
8 deals progressed to closed-won status, representing a 23% conversion rate this week.
Via Kondado MCP
You
What is the average deal value for enterprise contacts in RDStation CRM?
Contact Segments
Enterprise contacts show an average deal value of R$ 85.400, 3.2x higher than SMB leads.
Via Kondado MCP
Works in Claude, ChatGPT and any MCP client

AI to analyze RDStation CRM data with Claude and ChatGPT

Ask Claude, ChatGPT, or any MCP client about your RDStation CRM data using natural language chat. Query deal values, track sales stage progression, or compare team performance without writing SQL or exporting spreadsheets. Simply type questions like “What is my current pipeline value?” or “Which deals moved to closed-won this week?” and get instant answers from your replicated data.

Kondado exposes RDStation CRM data through an MCP server, enabling Claude, ChatGPT, and other MCP clients to query 9 data pipelines covering 189 fields including Deals, Contacts, and Stage History. The same replicated data also powers ready dashboards in Power BI and Looker Studio for visual monitoring.

Sales managers use this to monitor deal velocity and forecast accuracy without manual report building. Marketing analysts analyze lead quality and conversion patterns by asking about Custom Fields and Contact origins. Operations teams track task completion rates and user activity to optimize workflows. All teams get answers by chatting naturally about their RDStation CRM metrics, turning raw pipeline data into actionable business intelligence.

I prefer ready dashboards

Dashboard templates in Power BI and Looker Studio, connected to your RDStation CRM data by Kondado in minutes.

View RDStation CRM dashboards →

I want to ask the AI

Claude, ChatGPT and other MCP clients query your RDStation CRM data in natural language.

View MCP setup →

The following data pipelines contain every field replicated from your RDStation CRM account, ready for AI analysis. Query the Deals pipeline to analyze opportunity values and win rates, or explore the Stage History pipeline to understand conversion bottlenecks between sales phases. The Contacts and Companies pipelines reveal relationships between leads and organizations, while Tasks data shows activity completion patterns across your team. Combine Deals data with Custom Fields to segment performance by industry or source, or join Stage History with Users to identify which representatives accelerate opportunities fastest. With automated updates on a configurable schedule, your AI assistant always references fresh RDStation CRM records for accurate answers.

How to connect RDStation CRM to Claude, ChatGPT and other AI clients

MCP is an open standard. Add the Kondado server to the connections of Claude (Web or Desktop), ChatGPT, or any other MCP client you use, and authorize via OAuth at app.kondado.com.br. Setup through the UI, no code.

Kondado MCP server: https://mcp.kondado.io/mcp
Detailed guide: Claude Detailed guide: ChatGPT
AI vocabulary

RDStation CRM tables and metrics available via Kondado

Each item below is something Claude, ChatGPT or another MCP client already knows how to query — no schema setup, no manual mapping.

9
Tables
189
Fields
∞
Ad-hoc questions
Notes
Activity records with fields like id, user_id, and date, enabling tracking of interactions and observations related to deals.
Custom Fields
Definitions of custom fields with fields like id, label, and type, allowing customization of contact and deal data.
Contacts
Contact data with fields like id, name, and organization_id, providing essential information about each contact and their associations.
Companies
Information about companies with fields like id and name, allowing identification and management of organizations associated with contacts.
Deals
Deal data with fields like id, value, and status, allowing tracking of the progress and status of each deal.
Deals: Stage History
History of deal stages with fields like deal_id and date, allowing analysis of the evolution of opportunities over time.
Products
Product information with specific fields, allowing management and tracking of items offered in deals.
Tasks
Task records with fields like id and due_date, facilitating the organization and tracking of activities related to contacts and deals.
Users
User data with fields like id, name, and created_at, allowing management of permissions and information of platform users.
Full docs on the wiki → Connect RDStation CRM now →

How to connect and use AI with your data

In 3 steps: connect on Kondado, pick dashboard or chat, analyze.

1
Connect RDStation CRM at app.kondado.com.br

Connect your RDStation CRM data source at app.kondado.com.br and select a Via Kondado destination. Your sales data replicates automatically, becoming available for AI chat and the Power BI and Looker Studio dashboard templates.

2
Add Kondado MCP in Claude or ChatGPT

In Claude (Web or Desktop) or ChatGPT, open the connection settings to add the Kondado MCP server. Authorize once via OAuth at app.kondado.com.br, the same simple process works in both clients with no CLI commands or JSON configuration required.

3
Chat about data or open dashboards

Ask questions in natural language about your RDStation CRM deals, contacts, or tasks. For recurring visual monitoring, open the ready Power BI or Looker Studio dashboard templates that use the same replicated data.

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Same Kondado data, in chat through Claude, ChatGPT and other MCP clients.

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Social Media

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Storage and Transfer

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Related on Kondado

Frequently asked questions about AI

How ready dashboards and chat via Claude / ChatGPT work together with your data via Kondado.

What business questions can I ask Claude about my RDStation CRM sales pipeline? ▼
You can ask about deal values, conversion rates between stages, average sales cycles, and team performance comparisons. Claude queries your replicated Deals, Stage History, and Users pipelines to calculate metrics like win rates or identify stalled opportunities based on your actual data structure.
How do I connect ChatGPT to analyze my RDStation CRM data through Kondado? ▼
In ChatGPT, navigate to the connection settings and add the Kondado MCP server using the provided URL. Authorize once via OAuth at app.kondado.com.br to grant read access to your RDStation CRM pipelines. The GUI-based setup requires no code or command line tools.
Does the AI assistant write data back to RDStation CRM or execute actions? ▼
No, Claude, ChatGPT, and other MCP clients provide read-only analytical chat. They can query your replicated Deals, Contacts, and Tasks data to generate insights, but cannot create deals, update contact records, or execute workflows in your RDStation CRM account.
How often does the RDStation CRM data update for AI queries? ▼
Kondado replicates your RDStation CRM data on a configurable schedule, which could be hourly or daily depending on your plan. This ensures Claude and ChatGPT reference near-current information when answering questions about pipeline status or recent deal movements.
What is the difference between asking the AI about RDStation CRM and using the dashboard templates? ▼
AI chat provides on-demand answers to specific business questions through conversation, while Power BI and Looker Studio templates offer ready visual dashboards for recurring monitoring. The same replicated data powers both experiences, so you can explore ad-hoc queries in chat and track KPIs visually in reports.
Can I use other AI assistants besides Claude and ChatGPT with RDStation CRM data? ▼
Yes, any MCP client can connect to Kondado's server, including other compatible interfaces. While we showcase Claude (Web and Desktop) and ChatGPT as the most popular options, the open MCP standard allows other clients to query your RDStation CRM pipelines using the same OAuth authentication.
What specific RDStation CRM pipelines can I query through the AI chat? ▼
You can query all 9 pipelines including Deals, Contacts, Companies, Stage History, Tasks, Users, Notes, Products, and Custom Fields. This allows analysis of deal progression, contact relationships, task completion, user activity, and custom field segmentation through natural language questions.

Try out all the features for free for 14 days