Read Cogmento CRM contacts, companies, deals, tasks and cases; create records and complete tasks. For small businesses that track companies, deals and tasks in Cogmento CRM. Hosted by usefulapi — connect from Claude, ChatGPT, Cursor, or any MCP client.
Team and Enterprise: an Owner adds the connector for the organization first.
Run this command, then run /mcp in Claude Code to log in:
Add to Cursor or add this to ~/.cursor/mcp.json:
{
"mcpServers": {
"cogmento": {
"url": "https://cogmento.usefulapi.io/mcp"
}
}
}Add to VS Code or add this to .vscode/mcp.json:
{
"servers": {
"cogmento": {
"type": "http",
"url": "https://cogmento.usefulapi.io/mcp"
}
}
}No Add custom MCP server option? It depends on your account or workspace settings: see OpenAI's guide.
Run these commands. The second one opens the login page:
Other MCP clients (Windsurf, Cline, Zed and more): add the URL as a remote MCP server (Streamable HTTP). The client then opens the login page in your browser. Do not add an Authorization header: see Before you connect.
The AI totals your deals by pipeline stage, with how many sit at each stage and what they are worth, and lists deals with amounts and close dates.
cogmento_get_deal_pipeline_summary cogmento_aggregate_deals cogmento_list_deals
The AI lists tasks by due date to find overdue ones, creates follow-up tasks and marks finished tasks complete.
Changes data · cogmento_list_tasks cogmento_create_task cogmento_complete_task
The AI checks that the company is not in Cogmento yet, creates it, and opens a new deal.
Changes data · cogmento_list_companies cogmento_create_company cogmento_create_deal
The AI finds the deal in your deal list and changes one field at a time, such as its status or a custom field, using the field names from your templates.
Changes data · cogmento_list_deals cogmento_get_templates cogmento_update_record_field
The AI identifies the connected user and reads the account's settings, its number of users, and the fields of each record type, including custom fields.
cogmento_get_account cogmento_get_templates cogmento_get_current_user
Patient data: Do not use this server with protected health information (PHI). We do not sign HIPAA Business Associate Agreements (BAAs). See Terms, Health data.
The login page asks for your Cogmento API token.
Find it in Cogmento under Settings → User Manager: the API token of your user. The token acts with that user's permissions. Your token is used only to call the Cogmento API on your behalf; it is never shown to anyone.
Add only the URL. Do not add an Authorization header or an API key to the client config. The server signs you in with OAuth: the login page asks for your Cogmento API token. If the config has such a header, remove it: some clients then send that header instead of the login token, and every call fails with 401.
Turn on the Cogmento connector, then ask in plain words. The AI picks the tools.
| Tool | Type | What it does |
|---|---|---|
cogmento_get_current_user | read | Get current user The Cogmento user this API token belongs to: id, name, email, timezone and account id. GET /auth/user/. |
cogmento_get_account | read | Get account The Cogmento account: name, country, settings, billing plan, trial days left and number of users. GET /account/. |
cogmento_get_templates | read | Get field templates The field definitions (names, labels, types, options) of the account's templates for each record type: contacts, companies, deals, cases, tasks. Use it to learn the custom field names for filters, creates and field updates. GET /templates/. |
cogmento_list_contacts | read | List contacts List or search contacts (name, email and phone channels, company). Filter on any field, e.g. first_name contains 'Eric'. GET /contacts/. |
cogmento_get_contact | read | Get contact One full contact record, including its related tasks, cases, calls, events and documents. GET /contacts/{id}/. |
cogmento_create_contact | write | Create contact WRITE: create a contact. Needs first and last name; email and phone are optional. POST /contacts/. |
cogmento_list_companies | read | List companies List or search companies (name, website, contacts). GET /companies/. |
cogmento_get_company | read | Get company One full company record with its contacts and related records. GET /companies/{id}/. |
cogmento_create_company | write | Create company WRITE: create a company. POST /companies/. |
cogmento_list_deals | read | List deals List or search deals (title, amount, close date, assigned users, products). GET /deals/. |
cogmento_get_deal | read | Get deal One full deal record with its contacts, products and related records. GET /deals/{id}/. |
cogmento_create_deal | write | Create deal WRITE: create a deal. POST /deals/. |
cogmento_get_deal_pipeline_summary | read | Get deal pipeline summary Totals by pipeline stage: how many deals sit at each stage and what they are worth. Optional filters narrow the deals counted. GET /deals/summary/. |
cogmento_aggregate_deals | read | Aggregate deal values Sums and counts deals grouped by a field (default grouping as Cogmento chooses; e.g. field=stage). GET /deals/aggregate/. |
cogmento_list_deal_stages | read | List deal contact stages The account-wide stages a contact can be at within a deal (for example Champion or Decision maker). GET /deals/stages/. |
cogmento_set_deal_contact_stage | write | Set a contact's stage in a deal WRITE: record where a contact sits in a deal (a stage from cogmento_list_deal_stages). The contact is attached to the deal if it is not already. POST /deals/{id}/contact/{id}/stage/. |
cogmento_list_tasks | read | List tasks List or search tasks (title, due date, completion date, assigned users, linked deal/contact/case). Filter e.g. on due_date. GET /tasks/. |
cogmento_get_task | read | Get task One task record. GET /tasks/{id}/. |
cogmento_create_task | write | Create task WRITE: create a task. POST /tasks/. |
cogmento_complete_task | write | Complete task WRITE: mark a task complete, stamping who completed it and when. A recurring task also gets its next occurrence. POST /tasks/{id}/complete/. |
cogmento_list_cases | read | List cases List or search cases (support or project cases: title, close date, assigned users, deal, company). GET /cases/. |
cogmento_get_case | read | Get case One case record. GET /cases/{id}/. |
cogmento_create_case | write | Create case WRITE: create a case. POST /cases/. |
cogmento_list_products | read | List products List the product catalogue (name, prices) that deals and invoices draw on. GET /products/. |
cogmento_list_calls | read | List calls The account's call records, most recent first: logged manual calls and calls placed through the browser dialer. GET /calls/. |
cogmento_update_record_field | write | Update one field of a record WRITE: change a single field of a contact, company, deal, task or case, e.g. a deal's status or a contact's first_name. Custom field names come from cogmento_get_templates. System fields (id, acl, private, timestamps) are refused. PATCH /<type>/{id}/. |
cogmento_usage_status | Usage status (free-tier meter) Report the caller's current usage: the plan, calls used this month, the limit of the plan (the free monthly cap or the Pro fair use limit), remaining, and whether the limit is reached. Read-only; does not count against the meter. | |
cogmento_request_feature | Request a missing feature Tell usefulapi that the user needs something the Cogmento tools cannot do yet (a missing tool, field or filter). Call it only when the user asks for something none of the tools can do, and tell the user that you send the request. Do not call it for errors or for normal requests. Do not include personal data, credentials or customer records. Stored with the product name and the client type (for example Claude or Cursor), without the user's account. At most 5 requests per day. Does not count against the meter. | |
cogmento_upgrade | Upgrade to Pro (unlimited*) Get Pro: unlimited tool calls (fair use limit: 10,000 a month) on Cogmento (the free tier caps monthly usage). Plans: "monthly" — $9/month; "yearly" — $90/year (2 months free). Cancel any time: Pro then runs to the end of the paid period, so it also suits a one-time job. *A fair use limit applies. For heavy use (near Pro's limit): "plus" or "plus_yearly" — Pro+, $39/month or $390/year, unlimited tool calls (fair use limit: 100,000 a month); an existing Pro subscription changes to Pro+ in place (needs confirm: true; the price difference for the rest of the period is charged at once). Otherwise returns a short link to open in your browser (it opens Stripe Checkout); after payment the account upgrades automatically. Does not count against the meter. | |
cogmento_cancel_subscription | Cancel the Pro subscription Cancel the caller's Cogmento Pro subscription at the end of the paid period (no refund for the current period; Pro continues until then, then the free tier applies). Requires confirm: true. Run cogmento_upgrade later to undo the cancel before the period ends. Does not count against the meter. |
| Plan | Price | Limit |
|---|---|---|
| Free | $0 | 50 tool calls / month |
| Proper account | $9/mo · $90/yr | Unlimited* |
*Pro fair use limit: 10,000 tool calls a month on this server. For more, write to [email protected].
Pro covers this Cogmento server only. Subscribe with cogmento_upgrade (it returns a Stripe Checkout link). Cancel any time with cogmento_cancel_subscription: Pro continues to the end of the paid period, with no refund for the current period, and running cogmento_upgrade before then undoes the cancel. Or write to [email protected].
Review the deal pipeline. Keep follow-up tasks on track. Log a new company and deal. Update a deal. Check the account setup. See what you can do for the details.
No. usefulapi is an independent service. It is not affiliated with or endorsed by Cogmento. The server calls the Cogmento API with your own Cogmento access, so it sees only the data that your account can see.
No. Do not use this server with protected health information (PHI). We do not sign HIPAA Business Associate Agreements (BAAs). See Terms, Health data.
Yes. In Claude, add this server's URL as a custom connector. In ChatGPT, add it as a custom MCP server in Plugins. Then log in once. Cursor, VS Code, Claude Code and Codex work too. See the setup steps.
The login page asks for your Cogmento API token. See Before you connect for where to find it.
No. Add only the URL. Do not add an Authorization header or an API key to the client config. The server signs you in with OAuth: the login page asks for your Cogmento API token. If the config has such a header, remove it: some clients then send that header instead of the login token, and every call fails with 401.
The login stores them encrypted in the authorization grant of your connection. The server uses them to call the Cogmento API for you and to derive a private account id for usage metering. usefulapi does not show them on any page or in any reply. To stop all access, remove the connector and change or delete these credentials in Cogmento.
Yes, if you approve it. 8 of the 26 Cogmento tools can create or change data. The other 18 are marked read-only. Most MCP clients ask you to approve a tool call before it runs.
The Free plan gives 50 tool calls / month. Pro costs $9/mo or $90/yr, with unlimited tool calls (fair use limit: 10,000 tool calls a month), for this Cogmento server only. Cancel any time: Pro then runs to the end of the paid period. Run cogmento_usage_status to see how many calls you used.
Ask the AI to run cogmento_upgrade: it returns a Stripe Checkout link. To cancel, run cogmento_cancel_subscription. Pro continues to the end of the paid period.
Tell the AI what you wanted to do. It can send the request with cogmento_request_feature. We store the text with the server name, the type of AI client and the tool you tried, not with your account, and read every request when we plan new tools. You can send up to 5 requests per day.
Any client that supports remote MCP servers (Streamable HTTP) with OAuth login: Claude (web and desktop), Claude Code, ChatGPT, Codex, Cursor, VS Code, Windsurf and others.
This is a Model Context Protocol endpoint — meant to be connected from an AI client, not opened in a browser. An invalid_token response at the URL is the auth gate working as designed; clients authenticate automatically.