MCP server for Getfly CRM — customers, opportunities, orders, tickets and tasks. For sales and support teams with Getfly CRM API access. 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": {
"getfly-crm": {
"url": "https://getfly-crm.usefulapi.io/mcp"
}
}
}Add to VS Code or add this to .vscode/mcp.json:
{
"servers": {
"getfly-crm": {
"type": "http",
"url": "https://getfly-crm.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.
List opportunities in a campaign and inspect their current stages and discussion comments.
getfly_list_opportunities getfly_get_opportunity getfly_list_opportunity_comments
List sales orders for the requested period and inspect payment status, amounts and line items.
getfly_list_sale_orders getfly_get_sale_order
Find the customer and intended assignee, then create a follow-up task when requested. Getfly may notify the assignee.
Changes data · getfly_list_accounts getfly_list_users getfly_create_task
Check the opportunity and available campaign stages, then move it to the requested stage.
Changes data · getfly_get_opportunity getfly_get_campaign_stages getfly_move_opportunity_stage
The login page asks for your Getfly CRM address and Getfly API key.
Your address is the part before .getflycrm.com. An admin finds the API key in Getfly CRM → Settings → Integration → Other software integration → Getfly API Key. Use a dedicated integration key where your account permits it. Requested customer, contact, opportunity, order, ticket and task data passes to your chosen AI client and its LLM provider. When requested, tools can create or update customer records, create opportunities or change their stages and comments, create tickets and create or complete tasks. Getfly may notify assigned users or followers. Disable or regenerate the API key in Getfly to stop vendor access; regenerating the company key also disconnects its other integrations. Billing follows the verified Getfly company address; rotating its key keeps that identity.
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 Getfly CRM address and Getfly API key. 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 Getfly CRM connector, then ask in plain words. The AI picks the tools.
| Tool | Type | What it does |
|---|---|---|
getfly_list_users | read | List users List the Getfly CRM users (employees): user id, name, department, email, phone. Use the user_name (login name) for the recipient/manager arguments of the create tools. Filters: user_id, contact_name, email, contact_mobile, valid (1 = active users). GET /api/v6.1/users. |
getfly_get_user | read | Get user One user by id or by login name (exactly one of user_id and user_username). GET /api/v6.1/user. |
getfly_list_accounts | read | List customers List customers (accounts, i.e. companies or individuals) with code, name, phone, email, address, type, source, relationship, manager, total revenue and contacts. Filters: id, account_code, account_name, phone_office, email, account_type, account_source, relation_id, industry, billing_address_street, created_at, updated_at (gte/lte/between), account_manager (user id), sale_order_status. Newest first. GET /api/v6/accounts. |
getfly_get_account | read | Get customer One customer by its customer code (account_code, e.g. KH/2025/000001): full profile with contacts, custom fields, type, source, industry, manager and revenue. GET /api/v6.1/account?account_code=. |
getfly_create_account | write | Create customer WRITE: Create a new customer (account) in Getfly CRM. The customer code must be unique (leave it out to let Getfly generate one). Type, source, industry, relationship, country, province, district and ward are given by NAME and must match the names configured in Getfly. Optionally adds one primary contact. Creating records may trigger the workflows and notifications set up in the CRM. POST /api/v6.1/account. |
getfly_update_account | write | Update customer WRITE: Update fields of an existing customer, found by its current customer code. Send only the fields to change. Names (relationship, country, province...) must match those configured in Getfly. Contacts and the type/source/industry lists are not editable here. PUT /api/v6.1/account. |
getfly_list_campaigns | read | List campaigns List sales campaigns (opportunity pipelines): campaign code and name, responsible user, lock state, related users and the pipeline stages (status ids and names). GET /api/v6.1/campaigns. |
getfly_get_campaign_stages | read | Get campaign stages The pipeline stages of one campaign (status id, name and how many opportunities are in each). Pass exactly one of campaign_id and campaign_code. GET /api/v6.1/campaign/status. |
getfly_list_opportunities | read | List opportunities List sales opportunities (deals in a campaign pipeline) with code, name, stage, probability, handler, customer and campaign. Filter by campaign with the campaign_code argument. GET /api/v6.1/opportunities. |
getfly_get_opportunity | read | Get opportunity One opportunity by its code (e.g. CH2284): stage, probability, handler, customer and campaign. GET /api/v6.1/opportunity. |
getfly_list_opportunity_comments | read | List opportunity comments The discussion (comments) on an opportunity: author, text and time. GET /api/v6.1/opportunity/{id}/comments. |
getfly_create_opportunity | write | Create opportunity WRITE: Create a sales opportunity in a campaign for a customer and assign it to a user. Creates (or links) the customer and contact from the details given. The assigned user and the campaign rules may be notified by Getfly. POST /api/v6.1/opportunity. |
getfly_move_opportunity_stage | write | Move opportunity to a pipeline stage WRITE: Move an opportunity to another stage of its campaign pipeline, without changing anything else. Identify the opportunity by code (or id) and the campaign by code (or id); the new stage by name (or status id) from getfly_get_campaign_stages. Won/lost/cancelled results are not set here. PUT /api/v6.1/opportunity/stage. |
getfly_add_opportunity_comment | write | Add opportunity comment WRITE: Post a comment in the discussion of an opportunity, as the given user. Other users following the opportunity may be notified. POST /api/v6.1/opportunity/{id}/comments. |
getfly_list_products | read | List products List products and services with code, name, category, unit, retail/wholesale/online price, sale price, VAT and dates. GET /api/v6.1/products. |
getfly_get_product | read | Get product One product by its code (e.g. SP.00192): prices, unit, category, VAT, variants and custom fields. GET /api/v6.1/product. |
getfly_list_sale_orders | read | List sales orders List sales orders with code, customer, amounts, discount, VAT, status, payment status, assigned user and line items. Filters: id, order_date, created_at, updated_at (eq, gte, lte, between). Newest first. GET /api/v6.1/sale_orders. |
getfly_get_sale_order | read | Get sales order One sales order by its order code: status, payment status, amounts, customer, line items, shipping info and custom fields. Add payment_periods to fields to include the payment schedule. GET /api/v6.1/sale_order. |
getfly_list_tickets | read | List support tickets List support tickets with code, title, content, category, customer and custom fields. GET /api/v6.1/tickets. |
getfly_get_ticket | read | Get support ticket One support ticket by its ticket code. GET /api/v6.1/ticket. |
getfly_list_ticket_comments | read | List ticket comments The discussion (comments) on a support ticket: author, text and time. GET /api/v6.1/ticket/{id}/comments. |
getfly_list_ticket_categories | read | List ticket categories The support ticket categories (id and name). Use a name as cate_name when creating a ticket. GET /api/v6.1/ticket/categories. |
getfly_list_ticket_statuses | read | List ticket statuses The support ticket statuses (id and name). Use a name as status_name when creating a ticket. GET /api/v6.1/ticket/status. |
getfly_create_ticket | write | Create support ticket WRITE: Create a support ticket, optionally for a customer. Category and status are given by NAME and must match the names configured in Getfly (getfly_list_ticket_categories, getfly_list_ticket_statuses). The content may contain HTML. Getfly may notify the support team. POST /api/v6.1/ticket. |
getfly_list_tasks | read | List tasks List tasks with code, name, start/end time, status, progress, assignee, project and related customers. GET /api/v6.1/tasks. |
getfly_get_task | read | Get task One task by its task code: status, progress, assignee, project, dates and custom fields. GET /api/v6.1/task. |
getfly_create_task | write | Create task WRITE: Create a task, optionally in a project, assigned to a user and linked to a customer. Project and task type are given by NAME and must exist in Getfly; users by login name. The assignee may be notified by Getfly. POST /api/v6.1/task. |
getfly_complete_task | write | Complete task WRITE: Mark a task as completed, by its task code. POST /api/v6.1/task/complete. |
getfly_list_funds | read | List funds List the cash/bank funds (accounts for receipts and payments) with id, name, parent, level and financial account. GET /api/v6.1/funds. |
getfly_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. | |
getfly_request_feature | Request a missing feature Tell usefulapi that the user needs something the Getfly CRM 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. | |
getfly_upgrade | Upgrade to Pro (unlimited*) Get Pro: unlimited tool calls (fair use limit: 10,000 a month) on Getfly CRM (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. | |
getfly_cancel_subscription | Cancel the Pro subscription Cancel the caller's Getfly CRM 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 getfly_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 Getfly company | $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 Getfly CRM server only. Subscribe with getfly_upgrade (it returns a Stripe Checkout link). Cancel any time with getfly_cancel_subscription: Pro continues to the end of the paid period, with no refund for the current period, and running getfly_upgrade before then undoes the cancel. Or write to [email protected].
Review sales opportunities. Find unpaid sales orders. Create a requested follow-up task. Move an opportunity to another stage. See what you can do for the details.
No. usefulapi is an independent service. It is not affiliated with or endorsed by Getfly CRM. The server calls the Getfly CRM API with your own Getfly CRM access, so it sees only the data that your account can see.
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 Getfly CRM address and Getfly API key. See Before you connect for where to find them.
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 Getfly CRM address and Getfly API key. 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 Getfly CRM 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 Getfly CRM.
Yes, if you approve it. 8 of the 29 Getfly CRM tools can create or change data. The other 21 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 Getfly CRM server only. Cancel any time: Pro then runs to the end of the paid period. Run getfly_usage_status to see how many calls you used.
Ask the AI to run getfly_upgrade: it returns a Stripe Checkout link. To cancel, run getfly_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 getfly_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.
Need a tool this server does not have, or a connection to another system? We build custom integrations and MCP servers.