RadiusOS MCP Server

Server URL: https://www.radiusos.ai/api/mcp
Transport: Streamable HTTP (stateless)
Auth: API key (Bearer token)
Tools: 34

RadiusOS is a template-based pipeline management platform for solopreneurs and small teams ($19/mo). The MCP server provides full read/write access to contacts, pipeline, tasks, email (via Gmail), scheduling, quoting, invoicing, price book, AI deal scoring, semantic search, and email sequences.

Unlike traditional CRM servers, RadiusOS adapts to the workspace template — a real estate agent manages "Listings", a contractor manages "Jobs", a salesperson manages "Deals". Same 34 tools, different vocabulary and modules.

Setup (60 seconds)

1. Sign up at radiusos.ai
2. Go to Settings > API Keys > Generate Key
3. Add to your MCP client config:

{
  "mcpServers": {
    "radiusos": {
      "url": "https://www.radiusos.ai/api/mcp",
      "headers": {
        "Authorization": "Bearer YOUR_API_KEY"
      }
    }
  }
}

Tool Categories (34 total)

• Pipeline & Contacts (8): search, get, create, update, move stage, list pipeline, dashboard summary, bulk update
• Tasks & Notes (4): create note, list/create/complete tasks
• Email (2): send email via Gmail, list email threads
• AI Intelligence (3): AI score explanations, AI-suggested next actions, semantic search
• Scheduling (3): create/list/update appointments
• Quoting (4): create quotes with line items, list, send via email, update status
• Invoicing (4): create invoices, list with payment tracking, send, mark paid
• Price Book (2): list and create standard items with preset pricing
• Automations & Workspace (4): workspace schema, list automations, start/pause email sequences

Template-Aware Workflows

The server adapts to the workspace's template type:

• Sales CRM: Contacts = "Deals", stages = Lead > Qualified > Proposal > Won
• Field Service: Contacts = "Jobs", modules = scheduling + quoting + invoicing + price book
• Real Estate: Contacts = "Listings", modules = scheduling + quoting
• Job Search: Contacts = "Applications", modules = scheduling

Example Prompts

• "Show me my pipeline and deals that need attention"
• "Create a quote for Sarah Chen: 2 hours consulting at $150/hr, add 8% tax"
• "Send the invoice to Acme Corp and mark it due in 30 days"
• "Schedule a site visit with Tom next Tuesday at 2pm"
• "Search my notes for pricing discussions"
• "Why is this deal scored 87?"

Links

• Setup Guide
• Template Marketplace
• Website