Your pipeline OS, inside
your AI assistant.
Connect RadiusOS to Claude Desktop, Cursor, or any MCP-compatible client. Manage contacts, send quotes, track invoices, schedule appointments — all through natural language.
Included in Business ($39/mo) and Team ($69/mo) plans.
Real conversations. Real tools. Your actual workspace data.
Works with any MCP-compatible AI assistant
One server, every workflow
RadiusOS adapts to your workspace template. The same 34 tools work differently depending on your business.
Sales
“Deals”
Pipeline, email, AI scoring
Real Estate
“Listings”
Scheduling, quoting
Field Service
“Jobs”
All modules — scheduling, quoting, invoicing, price book
Job Search
“Applications”
Scheduling
Trades
“Jobs”
Quoting, invoicing, scheduling
Everything you can do
From searching contacts to sending invoices — all through natural language.
Pipeline & Contacts
8 tools
- Search contacts by name, email, or company
- View full contact details with AI scores
- Create and update contacts
- Move contacts through pipeline stages
- Bulk update up to 100 contacts at once
- Get dashboard summary with pipeline stats
Tasks & Notes
4 tools
- Create and complete tasks with due dates
- Log notes on contacts
- List tasks by status, contact, or due date
- Semantic search across all notes (AI-powered)
2 tools
- Send emails from your connected Gmail
- View full email thread history per contact
AI Intelligence
3 tools
- Get AI deal score explanations
- AI-suggested next actions for any contact
- Semantic search across notes and emails
Scheduling
3 tools
- Book appointments, showings, or service calls
- List upcoming events for a contact or workspace
- Reschedule, complete, or cancel events
Quoting
4 tools
- Create quotes with line items and tax
- List quotes with status filters
- Send quotes via Gmail as formatted emails
- Update quote status (accepted, declined, etc.)
Invoicing
4 tools
- Create invoices with line items and due dates
- List invoices with payment tracking
- Send invoices via Gmail
- Record payments on sent or overdue invoices
Price Book
2 tools
- Browse standard items with preset pricing
- Add new items to your price book
Automations & Workspace
4 tools
- View pipeline stages, fields, and enabled modules
- List active automations and trigger conditions
- Start or pause email sequences
- Discover workspace template and capabilities
See it in action
Real examples of what you can ask your AI assistant once RadiusOS is connected.
Show me my pipeline summary
You have 24 active contacts across 5 stages. 3 deals are overdue for follow-up: Marcus Webb (Proposal, 12 days), Jennifer Lin (Discovery, 9 days), Tom Reyes (Negotiation, 7 days). Your hottest deal: Acme Corp at stage Proposal with an AI score of 87.
Create a quote for Sarah Chen: 2 hours of consulting at $150/hr, plus a $500 setup fee. Add 8% tax.
Created QUO-012 for Sarah Chen: • Consulting: 2 × $150.00 = $300.00 • Setup fee: 1 × $500.00 = $500.00 Subtotal: $800.00 | Tax (8%): $64.00 | Total: $864.00 Status: Draft. Want me to send it to Sarah?
Send the invoice to Acme Corp and mark it due in 30 days
Sent INV-008 ($2,400.00) to Sarah Chen at sarah@acme.com. Due date: May 19, 2026. Status changed from Draft to Sent.
Search my notes for pricing discussions
Found 4 notes mentioning pricing: Marcus Webb (Oct 3) — discussed annual vs monthly billing. Jennifer Lin (Sep 28) — budget around $500/mo, needs CFO approval. Tom Reyes (Oct 1) — price-sensitive, comparing alternatives.
Schedule a site visit with Tom Reyes next Tuesday at 2pm
Scheduled “Site Visit” with Tom Reyes for Tue Apr 22 at 2:00 PM (1 hour). Added to your calendar. Want me to send Tom a confirmation email?
Show me all overdue invoices
3 overdue invoices totaling $4,850.00: • INV-003 — DataSync Inc — $1,200.00 — due Apr 5 • INV-005 — GrowthLab — $2,150.00 — due Apr 10 • INV-007 — Summit LLC — $1,500.00 — due Apr 15 Want me to resend any of these?
Connect in 2 minutes
No code required. Just a few lines of config and you're managing your pipeline from any AI assistant.
- 1
Sign up for RadiusOS
Create your account and choose Business or Team plan. MCP access is included in both.
Create your account - 2
Create an API key
Go to Settings then AI Assistant Connection. Click “Create Connection Key” and give it a name like “Claude Desktop”.
- 3
Add to Claude Desktop config
Open your Claude Desktop config file and add the RadiusOS MCP server. Replace
YOUR_API_KEYwith the key you just created.claude_desktop_config.json{ "mcpServers": { "radiusos": { "url": "https://www.radiusos.ai/api/mcp", "headers": { "Authorization": "Bearer YOUR_API_KEY" } } } }Config file location:
~/Library/Application Support/Claude/claude_desktop_config.jsonon macOS. - 4
Restart Claude Desktop and start chatting
Restart Claude Desktop to load the new config. You'll see RadiusOS appear in the tools menu. Try: “Show me my pipeline summary”to verify it's working.
Using Cursor or another MCP client?
The server URL and auth header are the same for all MCP clients. Check your client's documentation for where to add MCP server config — the pattern is identical.
Server URL
https://www.radiusos.ai/api/mcpAuth header
Authorization: Bearer YOUR_API_KEYIncluded in Business and Team plans
MCP server access is included in Business ($39/mo) and Team ($69/mo) plans. Start with a free account — upgrade to connect your AI assistant.
Ready to manage your pipeline from Claude?
34 tools. Natural language. Works with Claude Desktop, Cursor, and any MCP client.
Get Started Free