webCRM MCP by usefulapi

webCRM MCP by usefulapi

Use your webCRM account from Claude, Cursor, or any MCP client. Searches and reads persons, organisations, opportunities, activities and support cases, and creates activities and notes. Hosted, no local install: connect with your own credentials.

Live endpoint: https://webcrm.usefulapi.io/mcp · Homepage: https://usefulapi.io

Connect

• Claude (claude.ai, Desktop): open Customize → Connectors, click + Add → Add custom connector, and paste https://webcrm.usefulapi.io/mcp.
• Claude Code: claude mcp add --transport http webcrm https://webcrm.usefulapi.io/mcp, then run /mcp to log in.
• VS Code: Add to VS Code.
• Cursor and other clients: add the URL as a remote MCP server:

{
  "mcpServers": {
    "webcrm": {
      "url": "https://webcrm.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, and the login page asks for your webCRM credentials.

Step-by-step setup, where to find your credentials, and FAQ: https://usefulapi.io/webcrm/

On first connect you provide a webCRM application token (a GUID; created under Configuration → Integration → API → REST). The server validates it and stores it per user. No keys go in config files.

Tools

Tool	Type	What it does
webcrm_search_persons	read	Search persons
webcrm_list_persons	read	List persons
webcrm_get_person	read	Get person
webcrm_list_organisations	read	List organisations
webcrm_get_organisation	read	Get organisation
webcrm_list_opportunities	read	List opportunities
webcrm_get_opportunity	read	Get opportunity
webcrm_list_opportunities_by_pipeline_level	read	List opportunities by pipeline level
webcrm_list_activities	read	List activities
webcrm_get_activity	read	Get activity
webcrm_list_activity_notes	read	List activity notes
webcrm_create_activity	write	Create activity
webcrm_add_activity_note	write	Add activity note
webcrm_list_events	read	List events
webcrm_list_meetings	read	List meetings
webcrm_list_support_cases	read	List support cases
webcrm_get_support_case	read	Get support case
webcrm_list_users	read	List users
webcrm_list_pipelines	read	List pipelines
webcrm_list_products	read	List products
webcrm_get_field_metadata	read	Get field metadata
webcrm_usage_status	meta	Usage status (free-tier meter)
webcrm_request_feature	meta	Request a missing feature
webcrm_upgrade	meta	Upgrade to Pro or Pro+
webcrm_cancel_subscription	meta	Cancel the Pro subscription

read tools are read-only; write tools mutate data (clients should confirm them); meta tools report usage, manage your subscription or send a feature request.

Pricing

Plan	Price	Limit
Free	$0	50 tool calls / month
Pro (per user)	$9/mo or $90/yr (2 months free)	10,000 tool calls / month
Pro+ (per user)	$39/mo or $390/yr (2 months free)	100,000 tool calls / month

Each paid plan covers this server only. Ask your AI to run webcrm_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 webcrm_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 webcrm_upgrade before then undoes the cancel. Or write to [email protected].

License

MIT — see LICENSE. Documentation only; the server is hosted.