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 on every plan - Free, Pro, Business, and Team.
Real conversations. Real tools. Your actual workspace data.
The same 35 tools. Shaped by your template.
RadiusOS adapts to your workspace - the same MCP 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
4 tools
- ✓Get AI score explanations on any customer
- ✓AI-suggested next action for any customer or job
- ✓Semantic search across notes and emails
- ✓Start a Walk & Talk site walk on your phone (Pro+)
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
Real prompts. Real answers.
What you can ask your AI assistant once RadiusOS is connected.
Show me every roofing job stuck in Insurance approval for more than 7 days
4 jobs sitting in Insurance approval past 7 days: • Hilltop Roofing - 4412 Linden Ave - 12 days, adjuster visit done, no decision • Carter residence - 218 Oak St - 9 days, waiting on supplement response • Marcus Webb - 88 Pine Ridge - 8 days, no contact since the supplement was filed • Diaz duplex - 31 Maple Ct - 7 days, adjuster reassigned last Tuesday Want me to draft a status-check email to each adjuster?
Draft a job-day reminder to Sarah Chen at Hilltop Roofing for tomorrow at 8am
Drafted a reminder for Sarah Chen (Hilltop Roofing - 4412 Linden Ave): Subject: Crew arriving tomorrow at 8 AM Hi Sarah - quick reminder that our crew will be on-site tomorrow (Wed) at 8 AM to start the tear-off. Please move any vehicles out of the driveway and keep pets indoors during the day. We'll text you when we're 20 minutes out. Reply with any questions. Thanks, Chad Send it now, or want to tweak the time?
Create a quote for the Carter residence: 24 sq of GAF Timberline HDZ at $385/sq, $1,200 in flashing, plus 8% tax
Created QUO-019 for the Carter residence: • GAF Timberline HDZ: 24 sq × $385.00 = $9,240.00 • Flashing & boots: 1 × $1,200.00 = $1,200.00 Subtotal: $10,440.00 | Tax (8%): $835.20 | Total: $11,275.20 Status: Draft. Want me to send it to the Carters now?
Mark INV-014 paid and log a $4,200 check from Diaz
Marked INV-014 (Diaz duplex - 31 Maple Ct) as Paid. Recorded $4,200.00 received by check on May 14, 2026. Outstanding balance: $0.00. Logged to the Diaz timeline.
Show me every customer I haven't followed up with in 14+ days and who's worth my time today
5 stalled customers worth a nudge today: • Reyes residence - 17 days since last touch, quote sent but no response • Northside Apartments - 15 days, asked for references and you never sent them • Marcus Webb - 14 days, supplement filed, adjuster silent • Karen Brooks - 14 days, scheduled a site visit then canceled • Tom Patel - 14 days, said "call me in two weeks" - that was today Want me to draft a follow-up to each?
Start a Walk & Talk on the Carter residence so I can capture the chimney flashing issue right now
Created a Walk & Talk draft on the Carter residence. Open this on your phone to record: https://www.radiusos.ai/walkthrough/wt_8f31b/record Photos first, voice rides along. When you finish, the AI files a recap to the Carter timeline so you don't have to type anything up.
Find any notes where a homeowner mentioned a tight budget
4 notes mentioning budget pressure: • Karen Brooks (May 3) - "can't go above $7k without insurance" • Reyes residence (Apr 28) - tight after the storm, asking about payment plans • Tom Patel (Apr 22) - $5k cap, wants to defer flashing repair • Diaz duplex (Apr 17) - wants a phased quote, can't pay it all at once
I'm a realtor - show me listings where I haven't talked to the seller in over a week
3 sellers without a touch in 7+ days: • 1428 Cedar Lane - 11 days, list price feedback pending • 224 Hillview Dr - 9 days, asked about open house dates • 7 Westbridge Ct - 8 days, seller wanted weekly check-ins Want me to draft a quick update to each?
No code. Just a few lines of config.
Managing your pipeline from any AI assistant is 4 steps away.
- 01
Sign up for RadiusOS
Create your account on any plan - MCP is included on Free, Pro, Business, and Team.
Create your account → - 02
Create an API key
Go to Settings → AI Assistant Connection. Click “Create Connection Key” and give it a name like “Claude Desktop”.
- 03
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": { "command": "npx", "args": [ "mcp-remote", "https://www.radiusos.ai/api/mcp", "--header", "Authorization: Bearer YOUR_API_KEY" ] } } }Config file location:
~/Library/Application Support/Claude/claude_desktop_config.jsonon macOS. Requires Node.js installed. Themcp-remotebridge is auto-installed on first run. - 04
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_KEYManage your pipeline from Claude.
35 tools. Natural language. Works with Claude Desktop, Cursor, and any MCP client.