RISE MCP – AI Integration Bridge for RISE CRM

Turn RISE CRM into an AI-powered workspace — without compromising security.

Have you been wondering how you can use natural language to ask natural questions about CRM data?

1. List my open leads and summarise the newest 5.
2. What invoices are unpaid? Give me the top overdue ones.
3. Create a support ticket for billing issue on client name Acme.
4. Find customer Acme and add a note that we demoed today.

Give your team an in-admin AI assistant with live CRM context, connect Cursor or Claude Desktop over a secure remote MCP URL, expose a scoped REST API, and run event-driven AI / CRM / webhook automations — all within your RISE CRM.

With Flex MCP, your staff and external AI tools can work with your CRM data safely, intelligently, and at scale.

KEY FEATURES

Remote MCP for Cursor / Claude Desktop

• MCP runs on your RISE site at /index.php/flexmcp/api/mcp (Streamable HTTP / JSON-RPC). Server name: rise-crm
• One-click Copy MCP Config from API Keys (remote url + Bearer header)
• No Node.js on the laptop or the server for MCP
• No npm install / npm build for customers
• Works with hosted HTTPS installs — Cursor on a laptop talks directly to the CRM
• 50+ MCP tools (list/get/create across RISE entities) with the same scopes as the REST API
• In-admin Setup Guide with Option A (Assistant) and Option B (Cursor / Claude)

In-Admin AI Assistant

• Full assistant page + floating AI chat widget across the staff area
• Live CRM context (counts, open tickets, overdue invoices, recent leads, and more)
• Tool-aware chat for list queries with clickable RISE links (tickets, tasks, customers, invoices, leads, orders, projects)
• Conversation history with persistent threads (page + widget share the active conversation)
• Quick prompts for daily briefing, leads, tasks, tickets, customers, projects, estimates
• Markdown / URL rendering for CRM record links
• Supports OpenAI, Anthropic, and Google Gemini