Overview
The RooksDM Redtail MCP Server is a Model Context Protocol connector that provides a secure, localized interface between large language models and the Redtail CRM API. The connector links directly into Claude Desktop or standard Copilot environments, enabling users to programmatically pull and verify household records using plain-language prompts. It incorporates built-in data handling rules that handle duplicate names, track contact metrics, and synthesize multiple data endpoints natively without needing external vendor adjustments.
