Zomentum MCP by usefulapi

Zomentum 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 /mcp to 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.