RISE MCP - AI Integration Bridge for RISE CRM

Note: This is not a standalone application. This is a plugin for RISE – Ultimate Project Manager & CRM. You have to install the RISE – Ultimate Project Manager & CRM. to use this plugin.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?List my open leads and summarise the newest 5. What invoices are unpaid? Give me the top overdue ones. Create a support ticket for billing issue on client name Acme. 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 FeaturesRemote MCP for Cursor / Claude DesktopMCP runs on your RISE site at /index.php/flexmcp/api/mcp (Streamable HTTP / JSON-RPC). Server name: rise-crmOne-click Copy MCP Config from API Keys (remote url + Bearer header)No Node.js on the laptop or the server for MCPNo 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)Example MCP config customers paste into Cursor:In-Admin AI AssistantFull 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 GeminiSecure REST API BridgeAPI keys with staff context (actions run under linked staff permissions) Fine-grained scopes (read/write per resource) Per-key rate limits and optional IP allowlist Audit log for API calls, assistant chats, and automation runs Configurable audit retention Built-in API Reference UI (collapsible groups and methods) + openapi.jsonHealth endpoint that also exposes your remote MCP URLCRM Resources Covered by API / MCPLeads, Customers, Tasks, Invoices, Tickets Notes, Reminders Estimates, Estimate requests, Credit Notes, Subscriptions, Proposals Projects, Timesheets, Contracts, Expenses, Payments Orders, Items catalog, Calendar events File manager metadata, Team / staff (read) Global CRM searchAI Automations20+ event triggers across leads, customers, tasks, tickets, invoices, payments, estimates, proposals, projects, contracts, expenses, credit notes, and notes Three action types:AI — prompt the model, then apply results (notes, tags, priority, tasks)CRM — deterministic actions (create task, add note)Webhook — POST events to Zapier, n8n, Slack, or your own endpointOptional JSON conditions (e.g. only when lead status changes to a specific status) Built-in templates (auto-tag leads, ticket triage, welcome notes, extract tasks from notes, payment webhook, and more) Test Mode preview via plugin modal AI and webhook jobs run on RISE cron so the CRM stays fastAdmin ExperienceMCP left-menu + dashboard widget and plugin dashboard stats Settings under Settings → Setup → MCP (admin only) Staff role permissions: view / assistant / manageSettings for AI provider, system prompt, rate limits, outbound webhooks, retention, token budgets