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Zomentum MCP by usefulapi

Zomentum MCP by usefulapi

远程服务
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关于 Zomentum MCP by usefulapi

Read opportunities, contacts, documents and tasks, and add tasks or comments in Zomentum.

配置

远程服务无需本地安装。选择你使用的客户端,复制配置或使用一键安装。

服务地址https://zomentum.usefulapi.io/mcp
一键复制安装命令
Claude CodeTerminal
Cursor.cursor/mcp.json
VS Code.vscode/mcp.json
Claude Desktopclaude_desktop_config.json
Windsurf~/.codeium/windsurf/mcp_config.json

命令在终端中运行;JSON 粘贴到对应客户端的 MCP 配置后重启。需要授权的服务会在首次连接时提示登录。

工具

README 原文English

来自项目 README

README 暂无中文译文,以下为英文原文;中文介绍见上方。

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

ToolTypeWhat it does
zomentum_list_opportunitiesreadList opportunities
zomentum_get_opportunityreadGet opportunity
zomentum_count_opportunitiesreadCount opportunities by stage
zomentum_list_pipelinesreadList pipelines
zomentum_get_pipelinereadGet pipeline
zomentum_searchreadSearch workspace
zomentum_list_client_companiesreadList client companies
zomentum_get_client_companyreadGet client company
zomentum_list_client_usersreadList contacts
zomentum_get_client_userreadGet contact
zomentum_list_documentsreadList documents
zomentum_get_documentreadGet document
zomentum_get_document_download_urlreadGet document PDF link
zomentum_list_itemsreadList catalog items
zomentum_get_itemreadGet catalog item
zomentum_list_activitiesreadList sales activities
zomentum_list_tasksreadList tasks
zomentum_list_meetingsreadList meetings
zomentum_list_suppliersreadList suppliers
zomentum_list_usersreadList team members
zomentum_get_userreadGet team member
zomentum_list_tagsreadList tags
zomentum_list_custom_fieldsreadList custom fields
zomentum_create_taskwriteCreate task
zomentum_add_commentwriteAdd comment
zomentum_usage_statusmetaUsage status (free-tier meter)
zomentum_request_featuremetaRequest a missing feature
zomentum_upgrademetaUpgrade to Pro or Pro+
zomentum_cancel_subscriptionmetaCancel 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

PlanPriceLimit
Free$050 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.

评论

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第一次接触 MCP?

从协议是什么,到在客户端里装上第一个服务,这几条回答覆盖了大多数入门问题。

一个开放协议,规定了 AI 应用如何以统一方式连接外部工具与数据源。客户端负责与模型对话,MCP 服务负责提供工具、资源和提示模板,两者通过标准消息通信,同一个服务可以被不同客户端复用。