Zomentum MCP server

Read opportunities, contacts, documents and tasks, and add tasks or comments in Zomentum. Hosted by usefulapi: connect it to Claude, ChatGPT, Cursor or any MCP client.

Connect ZomentumFree 50 tool calls / monthPro $9/mo · $90/yr · pricing29 tools

What can I ask?

Turn on the Zomentum connector, then ask in plain words. The AI picks the tools.

Which opportunities are closing this month, and what is their total value?
Show the open tasks due this week and who they are assigned to.
Find the client company Acme and list its contacts and open documents.
Add a comment to the Acme opportunity saying the proposal was sent today.

What you can do with Zomentum in Claude and ChatGPT

For sales teams that keep deals, client companies and quotes in Zomentum.

Review the deals in each pipeline stage

Count opportunities per pipeline stage. Then list the deals with their value, close date and owner, and filter them to one pipeline.

Prepare a call with a client company

Search the workspace for a company. Read its contacts, opportunities and comments before the call.

Check the status of a quote or proposal

List documents with their status, number and recipients. Read the revisions and signers of one document. Share a short-lived PDF link only with people who may read it.

Review sales tasks and their due dates

List sales tasks with their due date, priority, completion state and linked record.

Add a follow-up task and a comment

Create an open task with a due date, linked to an opportunity, client company or contact. Add a comment to a record. The author must be a team member.

Changes data

How do I connect Zomentum?

Before you connect

The login page asks for your Zomentum API user refresh token.

In Grow, open Settings → Users, open the API user and copy its Refresh Token. The API User role needs the Growth plan or the API Access add-on. Reset Token in Grow invalidates the old token. The token is used only to call the API on your behalf and is never shown to anyone.

Claude claude.ai · Desktop

Open Customize → Connectors, then click + Add → Add custom connector.
Enter the name Zomentum and this URL, then click Add:
https://zomentum.usefulapi.io/mcp
Claude opens the login page: enter your Zomentum API user refresh token.
In a chat, click + → Connectors and turn on Zomentum.

Team and Enterprise: an Owner adds the connector for the organization first.

ChatGPT chatgpt.com

Open Plugins, click +, then Add custom MCP server.
Enter the name Zomentum and this URL, choose OAuth as the authentication, confirm the warning and create it:
https://zomentum.usefulapi.io/mcp
ChatGPT opens the login page: enter your Zomentum API user refresh token.
In Plugins, install Zomentum, then choose it in a chat.

No Add custom MCP server option? It depends on your account or workspace settings: see OpenAI's guide.

Claude Code

Run this command, then run /mcp in Claude Code to log in:

claude mcp add --transport http zomentum https://zomentum.usefulapi.io/mcp

Cursor

Add to Cursor or add this to ~/.cursor/mcp.json:

{
  "mcpServers": {
    "zomentum": {
      "url": "https://zomentum.usefulapi.io/mcp"
    }
  }
}

VS Code

Add to VS Code or add this to .vscode/mcp.json:

{
  "servers": {
    "zomentum": {
      "type": "http",
      "url": "https://zomentum.usefulapi.io/mcp"
    }
  }
}

Codex

Run these commands. The second one opens the login page:

codex mcp add zomentum --url https://zomentum.usefulapi.io/mcp

codex mcp login zomentum

Other clients

Windsurf, Cline, Zed and other MCP clients: add this URL as a remote MCP server (Streamable HTTP). The client then opens the login page in your browser.

https://zomentum.usefulapi.io/mcp

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 Zomentum API user refresh 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.

Pricing

Plan	Price	Limit
Free	$0	50 tool calls / month
Proper user	$9/mo · $90/yr	10,000 tool calls / month
Pro+per user	$39/mo · $390/yr	100,000 tool calls / month

Each paid plan covers this Zomentum server only. Ask your AI to run zomentum_upgrade and choose Pro or Pro+, billed monthly or yearly (it returns a Stripe Checkout link). If you already have Pro, ask to change it to Pro+. The change requires your confirmation, keeps your billing interval and charges the price difference for the rest of the period immediately. Cancel any time with zomentum_cancel_subscription: your paid plan continues to the end of the paid period, with no refund for the current period, and asking to resume the same plan with zomentum_upgrade before then undoes the cancel. Or write to [email protected].

Tools 29

Show all 29 tools (the AI picks them for you)

Read only · 23

List opportunitieszomentum_list_opportunities
List sales opportunities (deals) with name, stage, value, close date, owner and client company. Optionally limit to one pipeline.
Get opportunityzomentum_get_opportunity
Fetch one opportunity with its stage, value, close date, linked contacts, documents and comments.
Count opportunities by stagezomentum_count_opportunities
Count opportunities per pipeline stage, for a pipeline dashboard.
List pipelineszomentum_list_pipelines
List the sales pipelines and their stages. Use the ids with the opportunity tools.
Get pipelinezomentum_get_pipeline
Fetch one pipeline with its stages.
Search workspacezomentum_search
Search across opportunities, client companies, documents, catalog items, users and suppliers by text. Results show only the types the API user may read.
List client companieszomentum_list_client_companies
List client companies (customers and prospects) with market, source, owner and opportunity count.
Get client companyzomentum_get_client_company
Fetch one client company with its contacts, opportunities and comments.
List contactszomentum_list_client_users
List client contacts (people at client companies) with email, phone, job title and company.
Get contactzomentum_get_client_user
Fetch one client contact.
List documentszomentum_list_documents
List documents (quotes, proposals, orders and similar) with status, number, recipients and linked opportunity.
Get documentzomentum_get_document
Fetch one document with its status, revisions, recipients and signers.
Get document PDF linkzomentum_get_document_download_url
Return a signed, short-lived URL to download one document as PDF. Share it only with people who may read the document.
List catalog itemszomentum_list_items
List catalog items (products and services) with pricing, category, manufacturer and SKU.
Get catalog itemzomentum_get_item
Fetch one catalog item with its pricing, optionally in one currency.
List sales activitieszomentum_list_activities
List all sales activities (tasks, meetings, calls and emails) in the workspace.
List taskszomentum_list_tasks
List sales tasks with title, due date, priority, completion state and linked record.
List meetingszomentum_list_meetings
List sales meetings with title, start and end time, attendees and linked record.
List supplierszomentum_list_suppliers
List suppliers with name, email and drop-ship or electronic PO flags.
List team memberszomentum_list_users
List the team members of the company with email, job title, roles and whether they are disabled.
Get team memberzomentum_get_user
Fetch one team member with roles and settings.
List tagszomentum_list_tags
List tags with the entity type each tag applies to and its colour.
List custom fieldszomentum_list_custom_fields
List the custom field definitions for one entity type, to read custom field ids and dropdown values.

Changes data · 2

Create taskzomentum_create_task
Create an open sales task (not completed), with a due date and an optional link to an opportunity, client company or contact. The author must be a team member id.
Add commentzomentum_add_comment
Add a comment to an opportunity, client company, document or other record. The author must be a team member id.

Your usefulapi plan · 4

Usage status (free-tier meter)zomentum_usage_status
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.
Request a missing featurezomentum_request_feature
Tell usefulapi that the user needs something the Zomentum 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.
Upgrade to Pro or Pro+zomentum_upgrade
Get a paid plan for Zomentum (the free tier caps monthly usage). Pro: 10,000 tool calls a month, for normal use — plan "monthly" ($9/month) or "yearly" ($90/year, 2 months free). Pro+: 100,000 tool calls a month, for automations and heavy use — plan "plus" ($39/month) or "plus_yearly" ($390/year). Without a plan it returns both Pro and Pro+, each with a payment link, for the user to choose; with a plan, one link. 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). Cancel any time: the plan then runs to the end of the paid period, so it also suits a one-time job. A link opens Stripe Checkout in the browser; after payment the account upgrades automatically. Does not count against the meter.
Cancel the Pro subscriptionzomentum_cancel_subscription
Cancel the caller's Zomentum 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 zomentum_upgrade later to undo the cancel before the period ends. Does not count against the meter.

FAQ

What can I do with Zomentum in Claude or ChatGPT?

Review the deals in each pipeline stage. Prepare a call with a client company. Check the status of a quote or proposal. Review sales tasks and their due dates. Add a follow-up task and a comment. See what you can do for the details.

Is this an official Zomentum product?

No. usefulapi is an independent service. It is not affiliated with or endorsed by Zomentum. The server calls the Zomentum API with your own Zomentum access, so it sees only the data that your account can see.

Can I connect Zomentum to Claude or ChatGPT?

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.

What do I need to connect?

The login page asks for your Zomentum API user refresh token. See Before you connect for where to find it.

Do I put my Zomentum key or an Authorization header in the client config?

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 Zomentum API user refresh 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.

How do you keep my Zomentum credentials?

The login stores them encrypted in the authorization grant of your connection. The server uses them to call the Zomentum 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 Zomentum.

Can the AI change my Zomentum data?

Yes, if you approve it. 2 of the 25 Zomentum tools can create or change data. The other 23 are marked read-only. Most MCP clients ask you to approve a tool call before it runs.

What does it cost?

The Free plan gives 50 tool calls / month. Pro costs $9/mo or $90/yr, with 10,000 tool calls / month. Pro+ costs $39/mo or $390/yr, with 100,000 tool calls / month. Each subscription covers this Zomentum server only. Cancel any time: your paid plan then runs to the end of the paid period. Run zomentum_usage_status to see how many calls you used.

How do I subscribe or cancel?

Ask the AI to run zomentum_upgrade and choose Pro or Pro+, billed monthly or yearly: it returns a Stripe Checkout link. If you already have Pro, ask to change it to Pro+. After you confirm, your existing subscription changes in place, keeps its billing interval and charges the price difference for the rest of the period immediately. To cancel, run zomentum_cancel_subscription. Your paid plan continues to the end of the paid period.

What if a Zomentum tool that I need is missing?

Tell the AI what you wanted to do. It can send the request with zomentum_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.

Which AI clients can I use?

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.

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