Talk to Your Pipeline from Claude Desktop
RadiusOS connects to Claude Desktop (and other AI assistants) so you can manage your contacts, quotes, invoices, and schedule just by typing what you want in plain English. No switching tabs, no clicking through menus. Included on every plan.
What this actually does
Imagine you're in Claude Desktop writing an email, and you think: "Wait, did I send that quote to Sarah yet?" Instead of opening RadiusOS in a browser, finding Sarah, and checking her quote history â you just type:
"Did I send the quote to Sarah Chen?"
Claude looks it up in your RadiusOS workspace and tells you: "You created QUO-012 for Sarah Chen on April 15. Status: Draft. It hasn't been sent yet. Want me to send it?"
That's what the AI assistant connection does. It lets Claude (or Cursor, or Windsurf, or any compatible assistant) reach into your RadiusOS workspace and do things on your behalf â search contacts, create quotes, send invoices, check your schedule, and more.
You don't need to memorize commands or learn a special syntax. Just type what you'd normally say to an assistant: "Show me what's overdue", "Create a quote for...", "Who haven't I followed up with this week?"
What you can ask it to do
Your AI assistant has access to 47 tools (we call the actions "tools") across your workspace. You don't need to know them â just describe what you want. But here's the full list grouped by category so you know what's possible:
| Category | What you can do |
|---|---|
| Pipeline & Contacts (8) | Search contacts, view details, create/update contacts, move through stages, bulk update, dashboard summary |
| Tasks & Notes (4) | List tasks, create tasks with due dates, mark tasks complete, log notes on contacts |
| Email (2) | Send emails via Gmail, view email history per contact |
| AI Intelligence (3) | Explain deal scores, suggest next actions, search notes and emails by meaning |
| Scheduling (3) | Book appointments/showings/service calls, list events, reschedule or cancel |
| Quoting (6) | Create quotes with line items, list quotes, send quotes via email, update status, send for signature, list what is waiting on your pricing OK |
| Invoicing (4) | Create invoices, list with payment tracking, send via email, record payments |
| Price Book (2) | Browse and add standard items with preset pricing |
| Jobs (7) | List jobs, view a job's profit and loss, create a job, update its status, log an expense, add a note, attach a walkthrough |
| Walk & Talks (1) | Start a recorded walkthrough at a customer's address |
| Equipment (2) | List the units at an address, see one unit's history and warranty |
| Recurring work (1) | List service agreements and when each is next due |
| Workspace (4) | View pipeline setup, list automations, start/pause email sequences |
Which tools are available depends on your workspace template. A Sales Pipeline has contacts, tasks, and email. A Field Service template adds scheduling, quoting, invoicing, and a price book. Your assistant automatically knows what's available.
Ask it to add the same person twice and you still get one customer. Before it creates anybody, your assistant checks for a match on email, phone number, or the same name at the same address, and tells you who it found instead of making a second copy. It will not merge on name alone, so two different Dave Smiths stay two customers.
Things you can say (real examples)
Here are prompts you can type right into Claude Desktop once connected:
Managing contacts
Quoting and invoicing
Scheduling
Tasks and follow-ups
AI insights
Requirements
You need three things:
1. A RadiusOS account â MCP server access is included on every plan (Free, Pro, Business, Team). AI-flavored tools draw from your monthly AI credit pool; pure CRUD tools don't consume credits.
2. An API key â this is a secret password that lets your assistant connect to your specific workspace
3. An AI assistant that supports MCP â Claude Desktop, Cursor, and Windsurf all work
MCP stands for "Model Context Protocol" â it's just the industry standard for connecting AI assistants to business tools. You don't need to understand the protocol to use it. Think of it like Bluetooth: you don't need to know how Bluetooth works to connect your headphones.
How to connect (step by step)
Get your API key
In RadiusOS, go to Settings â AI Assistant Connection. Click "Create Connection Key" and give it a name like "Claude Desktop". Copy the key â it's only shown once, so save it somewhere safe.
Open Claude Desktop settings
In Claude Desktop, open Settings (the gear icon). Find the MCP Servers section.
Add RadiusOS as a server
Click Add and enter: Server URL: https://www.radiusos.ai/api/mcp Authentication: Bearer token Token: paste the API key you copied That's it â three fields.
Restart and test
Restart Claude Desktop. You should see RadiusOS in the connected tools list. Type "Show me my pipeline summary" to make sure it's working.
Using Cursor or Windsurf instead? Same setup â just find the MCP server settings in your app and add the same URL and API key.
Troubleshooting
"API key not recognized"
The most common issue. Your key was probably copied incorrectly (make sure you got the whole thing â it's long). Go to Settings â AI Assistant Connection and create a new key.
"This API key was revoked" or "This API key has expired"
These are different from the one above, and RadiusOS now tells you which you hit rather than saying every failure is the same thing. Revoked means somebody in your workspace stopped that key deliberately; you can see who and when on the key's row in Settings. Expired means you gave the key an end date when you made it and that date has passed. Either way the fix is the same: create a new key and paste it wherever the old one was configured.
"You've used all your AI credits for this month"
You hit your monthly credit cap. Free includes 30 credits/workspace/month, Pro 300, Business and Team unlimited. Pure CRUD MCP tools (search-contacts, list-pipeline, create-task) don't consume credits and continue to work - only AI-flavored tools (ai-suggest-action, search-notes) and the in-product chat do. Wait for the 1st of next month or upgrade at Settings â Billing.
Claude doesn't seem to know about RadiusOS
Restart Claude Desktop after adding the server config. New MCP servers aren't loaded until you restart.
Connection timeout
Make sure the server URL is exactly `https://www.radiusos.ai/api/mcp` â no extra spaces, no trailing slash.
"Rate limit exceeded"
Each API key can make 60 read requests and 20 write requests per minute. If your assistant fires a burst of actions (a big bulk update, a long agent loop), it may hit the cap and see this message with a Retry-After time. Most MCP clients wait and retry on their own; if yours doesn't, pause a minute and try again.