Search donors and contacts, giving history, notes and projects, and log notes, tags and gifts. Hosted by usefulapi — connect from Claude, Cursor, or any MCP client.
Add to your MCP config, then reload & authorize:
{
"mcpServers": {
"virtuous-crm": {
"url": "https://virtuous-crm.usefulapi.io/mcp"
}
}
}| Tool | Type | What it does |
|---|---|---|
virtuous_get_current_organization | read | Get the current organization Fetch the Virtuous organization this API key acts in — its name, time zone and culture, and whether the key's user is an administrator. A cheap way to confirm the key works. Virtuous: GET /api/Organization/Current. |
virtuous_search | read | Global search Full-text search across contacts, individuals and entities (campaigns, projects, segments, tags) — the same search as the Virtuous search bar. Returns hits with highlights, grouped by kind. Virtuous: POST /api/Search. |
virtuous_search_contacts | read | Search contacts Find contacts whose name, email, phone or address fully or partially matches a search string. Returns id, name, contact type, email, phone and address per match. Virtuous: POST /api/Contact/Search. |
virtuous_get_contact | read | Get a contact Fetch one contact (household, organization, foundation ...) with its address, giving summary (life-to-date, year-to-date, last gift), individuals and their contact methods, and custom fields. Virtuous: GET /api/Contact/{contactId}. |
virtuous_find_contact | read | Find a contact by email or reference Look up a single contact by email address, or by an external reference (reference source + id, e.g. Stripe customer id). Give either email, or both reference_source and reference_id; if both are given Virtuous prioritises the reference. Virtuous: GET /api/Contact/Find. |
virtuous_list_contact_individuals | read | List a contact's individuals List the individuals (people) that belong to a contact/household, with names, birth dates, and their emails and phones (contact methods). Virtuous: GET /api/ContactIndividual/ByContact/{contactId}. |
virtuous_list_contact_notes | read | List a contact's notes List the notes logged on a contact — calls, meetings, emails and other touchpoints — with type, date, text and author. Virtuous: GET /api/ContactNote/ByContact/{contactId}. |
virtuous_list_contact_tags | read | List a contact's tags List the tags applied to a contact (contactTagId, tagId, name). Virtuous: GET /api/ContactTag/ByContact/{contactId}. |
virtuous_list_contact_gifts | read | List a contact's gifts List a contact's giving history: gift id, type, date, amount, segment and batch. Use virtuous_get_gift for designations and full detail. Virtuous: GET /api/Gift/ByContact/{contactId}. |
virtuous_get_gift | read | Get a gift Fetch one gift in full: contact, type, date, amount and currency, batch, segment, grant, tribute, receipt date, designations to projects, premiums and custom fields. Virtuous: GET /api/Gift/{giftId}. |
virtuous_list_tags | read | List tags List the organization's tags (id, name, tag group). Use this to find a tagId before virtuous_add_contact_tag. Virtuous: GET /api/Tag. |
virtuous_search_projects | read | Search projects Find projects (funds / designations gifts are given to) by name or code, with their balances, financial need and life-to-date giving. Virtuous: POST /api/Project/Search. |
virtuous_get_project | read | Get a project Fetch one project: code, type, status, balances, financial need, date range, life-to-date and calendar-year giving and gift/giver counts. Virtuous: GET /api/Project/{projectId}. |
virtuous_list_events | read | List events List the organization's events: name, type, location, start/end, invite and RSVP counts, attendance and total giving. Virtuous: GET /api/Event. |
virtuous_get_query_options | read | Get query options List the parameters, their types, allowed operators and value options that virtuous_query accepts for one record type. Call this BEFORE building a query. Virtuous: GET /api/<Resource>/QueryOptions. |
virtuous_query | read | Query records Run a Virtuous query-builder query against one record type (contacts, gifts, campaigns, projects, tasks, grants, pledges, recurring gifts, events ...). Conditions use parameter/operator names from virtuous_get_query_options. Returns { list, total }. For Contact and Gift, full_details returns full records instead of the abbreviated view. Virtuous: POST /api/<Resource>/Query. |
virtuous_create_contact_note | write | Log a note on a contact Add a note to a contact's timeline — a call, meeting, visit or other touchpoint. Writes to the donor record. Virtuous: POST /api/ContactNote. |
virtuous_add_contact_tag | write | Tag a contact Apply an existing tag to a contact (find the tagId with virtuous_list_tags). Virtuous: POST /api/ContactTag. |
virtuous_create_contact_transaction | write | Submit a contact for import Submit a new or updated contact through Virtuous's import pipeline (the recommended way to add contacts). It is matched against existing contacts by name, email, phone, address and reference, bundled into an import at midnight, and only committed when a user reviews the import and clicks Run — so nothing is created in real time and no duplicates are forced. Virtuous: POST /api/Contact/Transaction. |
virtuous_create_gift_transaction | write | Submit a gift for import Record a gift (donation already received) through Virtuous's gift import pipeline — the method Virtuous recommends. The gift is matched to a contact, recurring gift or pledge, held until the nightly import, and only created when a user reviews the import and clicks Run. This records a gift; it does NOT charge anyone. Identify the donor with contact.id, contact.referenceId, or name/email details. Virtuous: POST /api/v2/Gift/Transaction. |
virtuous_usage_status | Usage status (free-tier meter) Report the caller's current free-tier usage this month: calls used, monthly limit, remaining, and whether the cap is reached. Read-only; does not count against the meter. | |
virtuous_upgrade | Upgrade to Pro (unlimited) Subscribe to the Pro plan for UNLIMITED Virtuous tool calls (the free tier caps monthly usage). Choose monthly ($9/month) or yearly ($90/year — 2 months free) billing. Returns a Stripe Checkout link to open in your browser; after payment your account upgrades automatically. Read-only; does not count against the meter. |
| Plan | Price | Limit |
|---|---|---|
| Free | $0 | 100 tool calls / month |
| Proper user | $9/mo · $90/yr | Unlimited |
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.