About Zomentum MCP by usefulapi
Read opportunities, contacts, documents and tasks, and add tasks or comments in Zomentum.
Configuration
Remote servers need no local install. Pick your client, then copy the config or install in one click.
https://zomentum.usefulapi.io/mcpclaude mcp add --transport http io-usefulapi-zomentum https://zomentum.usefulapi.io/mcp{"mcpServers":{"io-usefulapi-zomentum":{"type":"http","url":"https://zomentum.usefulapi.io/mcp"}}}Open in Cursor{"servers":{"io-usefulapi-zomentum":{"type":"http","url":"https://zomentum.usefulapi.io/mcp"}}}Open in VS Code{"mcpServers":{"io-usefulapi-zomentum":{"type":"http","url":"https://zomentum.usefulapi.io/mcp"}}}{"mcpServers":{"io-usefulapi-zomentum":{"serverUrl":"https://zomentum.usefulapi.io/mcp"}}}Run commands in a terminal; paste JSON into the client’s MCP config and restart. Servers that need sign-in will prompt on first connect.
Tools
Details
From the project READMEZomentum MCP by usefulapi
Use your Zomentum account from Claude, Cursor, or any MCP client. Read and search sales data, and create tasks and add comments in your Zomentum workspace. Hosted, no local install: connect with your own credentials.
Live endpoint: https://zomentum.usefulapi.io/mcp · Homepage: https://usefulapi.io
Connect
- Claude (claude.ai, Desktop): open Customize → Connectors, click + Add → Add custom connector, and paste
https://zomentum.usefulapi.io/mcp. - Claude Code:
claude mcp add --transport http zomentum https://zomentum.usefulapi.io/mcp, then run/mcpto log in. - VS Code: Add to VS Code.
- Cursor and other clients: add the URL as a remote MCP server:
{
"mcpServers": {
"zomentum": {
"url": "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, and the login page asks for your Zomentum credentials.
Step-by-step setup, where to find your credentials, and FAQ: https://usefulapi.io/zomentum/
On first connect you provide a 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. The server validates it and stores it per user. No keys go in config files.
Tools
| Tool | Type | What it does |
|---|---|---|
zomentum_list_opportunities | read | List opportunities |
zomentum_get_opportunity | read | Get opportunity |
zomentum_count_opportunities | read | Count opportunities by stage |
zomentum_list_pipelines | read | List pipelines |
zomentum_get_pipeline | read | Get pipeline |
zomentum_search | read | Search workspace |
zomentum_list_client_companies | read | List client companies |
zomentum_get_client_company | read | Get client company |
zomentum_list_client_users | read | List contacts |
zomentum_get_client_user | read | Get contact |
zomentum_list_documents | read | List documents |
zomentum_get_document | read | Get document |
zomentum_get_document_download_url | read | Get document PDF link |
zomentum_list_items | read | List catalog items |
zomentum_get_item | read | Get catalog item |
zomentum_list_activities | read | List sales activities |
zomentum_list_tasks | read | List tasks |
zomentum_list_meetings | read | List meetings |
zomentum_list_suppliers | read | List suppliers |
zomentum_list_users | read | List team members |
zomentum_get_user | read | Get team member |
zomentum_list_tags | read | List tags |
zomentum_list_custom_fields | read | List custom fields |
zomentum_create_task | write | Create task |
zomentum_add_comment | write | Add comment |
zomentum_usage_status | meta | Usage status (free-tier meter) |
zomentum_request_feature | meta | Request a missing feature |
zomentum_upgrade | meta | Upgrade to Pro or Pro+ |
zomentum_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 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].
License
MIT — see LICENSE. Documentation only; the server is hosted.
Comments
New to MCP?
From what the protocol is to installing your first server, these answers cover most first questions.
An open protocol that defines how AI applications connect to external tools and data in a uniform way. Clients talk to the model; MCP servers provide tools, resources and prompt templates. They exchange standard messages, so one server can be reused by many clients.