Search persons; read organisations and opportunities; create activities and notes in webCRM. For sales and service teams that keep persons, organisations, opportunities and support cases in webCRM. 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": {
"webcrm": {
"url": "https://webcrm.usefulapi.io/mcp"
}
}
}Add to VS Code or add this to .vscode/mcp.json:
{
"servers": {
"webcrm": {
"type": "http",
"url": "https://webcrm.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.
Search persons by name, e-mail or phone. Open the person, then the organisation, to read the record details.
webcrm_search_persons webcrm_get_person webcrm_get_organisation
List the pipelines to find a level id. List the opportunities at that level, then open one to see its owner and details.
webcrm_list_pipelines webcrm_list_opportunities_by_pipeline_level webcrm_get_opportunity
List the support cases and open one by its id. List the meetings between two dates, optionally for one user.
webcrm_list_support_cases webcrm_get_support_case webcrm_list_meetings
Create an activity, a task, call or meeting, on a person, organisation or opportunity. Add a note to an existing activity to record the outcome.
Changes data · webcrm_create_activity webcrm_add_activity_note
The login page asks for your webCRM application token.
Create it in webCRM → Configuration → Integration → API → REST. The REST API needs a webCRM Plus or Enterprise subscription. Give the token only the access rights this server needs. It is used only to call the API on your behalf.
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 webCRM application 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 webCRM connector, then ask in plain words. The AI picks the tools.
| Tool | Type | What it does |
|---|---|---|
webcrm_search_persons | read | Search persons Search persons (contacts) by free text such as a name, e-mail or phone. GET /Persons/Search. |
webcrm_list_persons | read | List persons List persons (contacts), one page at a time. Use webcrm_search_persons to find one. GET /Persons. |
webcrm_get_person | read | Get person Get one person (contact) by id. GET /Persons/{id}. |
webcrm_list_organisations | read | List organisations List organisations (companies), one page at a time. GET /Organisations. |
webcrm_get_organisation | read | Get organisation Get one organisation (company) by id. GET /Organisations/{id}. |
webcrm_list_opportunities | read | List opportunities List sales opportunities, one page at a time. GET /Opportunities. |
webcrm_get_opportunity | read | Get opportunity Get one sales opportunity by id. GET /Opportunities/{id}. |
webcrm_list_opportunities_by_pipeline_level | read | List opportunities by pipeline level List opportunities at one pipeline level (use webcrm_list_pipelines for the level ids). GET /Opportunities/ByPipelineLevel/{pipelineLevel}. |
webcrm_list_activities | read | List activities List activities (tasks, calls and meetings), one page at a time. GET /Activities. |
webcrm_get_activity | read | Get activity Get one activity by id. GET /Activities/{id}. |
webcrm_list_activity_notes | read | List activity notes List the notes (history) of one activity. GET /Activities/{id}/Notes. |
webcrm_create_activity | write | Create activity Create a new activity (task, call or meeting) on a person, organisation or opportunity. POST /Activities. Creates a record: no existing data is changed. |
webcrm_add_activity_note | write | Add activity note Add a note to an existing activity. POST /Activities/{id}/Notes. Creates a note: no existing note is changed. |
webcrm_list_events | read | List events List events, one page at a time. GET /Events. |
webcrm_list_meetings | read | List meetings List meetings between two dates, optionally for one user. GET /Meetings. |
webcrm_list_support_cases | read | List support cases List support cases, one page at a time. GET /SupportCases. |
webcrm_get_support_case | read | Get support case Get one support case by id. GET /SupportCases/{id}. |
webcrm_list_users | read | List users List webCRM users (sales and service staff), one page at a time. GET /Users. |
webcrm_list_pipelines | read | List pipelines List the sales pipelines and their levels. GET /Pipelines. |
webcrm_list_products | read | List products List products (catalogue items), one page at a time. GET /Products. |
webcrm_get_field_metadata | read | Get field metadata Describe the fields of one or more entity types, including custom fields. GET /FieldsMetadata/{entityTypes}. |
webcrm_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. | |
webcrm_request_feature | Request a missing feature Tell usefulapi that the user needs something the webCRM 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. | |
webcrm_upgrade | Upgrade to Pro (unlimited*) Get Pro: unlimited tool calls (fair use limit: 10,000 a month) on webCRM (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. | |
webcrm_cancel_subscription | Cancel the Pro subscription Cancel the caller's webCRM 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 webcrm_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 user | $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 webCRM server only. Subscribe with webcrm_upgrade (it returns a Stripe Checkout link). Cancel any time with webcrm_cancel_subscription: Pro continues to the end of the paid period, with no refund for the current period, and running webcrm_upgrade before then undoes the cancel. Or write to [email protected].
Find a person and their organisation. Review opportunities by pipeline stage. Check support cases and meetings for a week. Log a follow-up call and its notes. See what you can do for the details.
No. usefulapi is an independent service. It is not affiliated with or endorsed by webCRM. The server calls the webCRM API with your own webCRM 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 webCRM application 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 webCRM application 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 webCRM 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 webCRM.
Yes, if you approve it. 2 of the 21 webCRM tools can create or change data. The other 19 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 webCRM server only. Cancel any time: Pro then runs to the end of the paid period. Run webcrm_usage_status to see how many calls you used.
Ask the AI to run webcrm_upgrade: it returns a Stripe Checkout link. To cancel, run webcrm_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 webcrm_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.