Description
Turn RISE CRM into an AI-powered workspace
RISE MCP links your RISE CRM with modern AI tools, so your team can ask questions in plain language, find records faster, and act on CRM data without opening endless screens. Instead of copying details between tools, staff can query leads, invoices, tickets, customers, and projects directly through an assistant that understands live CRM context.
Key Features
- Remote MCP access for Cursor and Claude Desktop, with one-click configuration, a dedicated secure endpoint, and HTTPS support — no Node.js setup on your computer or server.
- More than 50 MCP tools for listing, viewing, and creating records across leads, customers, tasks, invoices, tickets, notes, reminders, estimates, proposals, subscriptions, projects, timesheets, contracts, expenses, payments, orders, catalog items, calendar events, and global CRM search.
- In-admin AI assistant with a full assistant page and a floating chat widget for the staff area, live CRM context, clickable links to records, persistent conversation history, quick prompts, and Markdown rendering.
- Support for OpenAI, Anthropic, and Google Gemini, so you can choose the AI provider that fits your workflow.
- Secure REST API bridge with staff-context API keys, fine-grained read and write scopes per resource, rate limits, optional IP allowlists, a full audit log, configurable audit retention, a built-in API reference, and an openapi.json file.
- Health endpoint that exposes the remote MCP URL for easy checking and monitoring.
- AI automations with more than 20 event triggers, AI, CRM, and webhook actions, optional JSON conditions, ready-made templates for lead tagging, ticket triage, welcome notes, task extraction, and payment notifications, plus test-mode previews and cron-based execution.
- Clear admin controls with left-menu navigation, a dashboard widget, staff roles for view, assistant, or manage access, and settings for AI provider, system prompt, rate limits, webhooks, retention, and token budgets.
Who Should Use RISE MCP?
RISE MCP is a strong fit for agencies, support teams, sales teams, and business owners already running RISE CRM who want faster answers, less manual work, and smarter follow-ups. It helps teams triage tickets, review overdue invoices, summarize new leads, and prepare daily briefings in minutes.
Why Choose This Plugin?
By combining remote AI access, an in-admin assistant, a secure API, and automation in one plugin, RISE MCP turns everyday CRM data into a practical AI workspace. Your team keeps working inside RISE CRM, while AI handles the searching, summarizing, and routine updates that slow the day down.
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