Revamp CRM MCP by usefulapi

io.usefulapiPublished by usefulapi.ioOfficial publisherv1.15.4Updated Nov 7, 2026

Read Revamp CRM contacts, deals, notes and orders; create and update contacts, deals and notes.

The publisher's own server: Ably MCP by usefulapi

VerifiedStreamable HTTPWeb executableProductivity & WorkflowBusiness & Commerce

Overview

AI-generated overview

Read and write Revamp CRM contacts, deals, notes and synced e-commerce orders from an assistant through a hosted remote endpoint.

What you can do
  • Look up account context: current user, contact stages, deal currencies and contact custom fields
  • Search, list and read contacts, including a contact's deals and full details
  • List, search and group deals by pipeline stage, with filters for status, owner, dates and currency
  • Read notes and timeline entries, and fetch or count synced e-commerce orders per store
  • Create and update contacts, create deals, add notes, and mark deals won or lost
  • Check usage, request a missing feature, upgrade or cancel the subscription
When to use it
Useful when you want an assistant to answer questions about a Revamp CRM pipeline, look up a contact and their deals or orders, or log notes and update deal status without opening the CRM. It suits sales follow-up and reporting work rather than bulk data migration.
Requirements
A remote MCP endpoint; no local package or runtime. Connect with the URL only, then sign in through OAuth with the email used for Revamp CRM and that user's Revamp CRM API key (not the account password). No Authorization header or API key goes in the client config. Free plan allows 50 tool calls per month.
Before you install
Six tools write to the CRM: creating and updating contacts, creating deals, adding notes, and marking deals won or lost. Updates overwrite passed fields and replace tags, and create_contact does not check for duplicates. Paid plans cost money ($9/month Pro, $39/month Pro+); upgrade returns a Stripe checkout link, and cancellation gives no refund for the current period. The login page asks for a Revamp CRM API key, which is sent to the hosted provider.

Installation

In SourceWeft

  1. Open Revamp CRM MCP by usefulapi in the dashboard and add it to a workspace.
  2. Enable the server for the chats that should use its tools.

Web executable via Streamable HTTP. Remote servers run from the web runtime once configured in a workspace.

Use with an agent

Paste this prompt into Claude Code, Codex, Cursor or another agent — or into SourceWeft chat. The agent reads this server's install guide, shows you its publisher, endpoint and sign-in, and adds it to your client once you agree. Keys never go into a command.

Read https://sourceweft.com/mcp/io.usefulapi%2Frevamp-crm/install.md and connect the MCP server it describes to my client. Before changing any config, show me its publisher, endpoint and sign-in method and wait for my OK. Never put an API key in a command or in a file I would commit; ask me where it should come from.

Read the install guide the agent follows

Other MCP clients

Add this to your client's mcpServers config.

{
  "mcpServers": {
    "revamp-crm-by-usefulapi": {
      "type": "http",
      "url": "https://revamp-crm.usefulapi.io/mcp"
    }
  }
}

README

Revamp CRM MCP by usefulapi

Read Revamp CRM contacts, deals, notes and orders; create and update contacts, deals and notes.

Live endpoint: https://revamp-crm.usefulapi.io/mcp · Homepage: https://usefulapi.io/revamp-crm

Connect

  • Claude (claude.ai, Desktop): open Customize → Connectors, click + Add → Add custom connector, and paste https://revamp-crm.usefulapi.io/mcp.
  • Claude Code: claude mcp add --transport http revamp-crm https://revamp-crm.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:
json
{  "mcpServers": {    "revamp-crm": {      "url": "https://revamp-crm.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 Revamp CRM credentials.

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

On first connect you'll enter the email you sign in to Revamp CRM with and that user's Revamp CRM API key (never the account password).

Tools

ToolTypeWhat it does
revampcrm_get_current_userreadGet current user
revampcrm_list_contact_stagesreadList contact stages
revampcrm_list_deal_currenciesreadList deal currencies
revampcrm_list_custom_fieldsreadList contact custom fields
revampcrm_list_contactsreadList or search contacts
revampcrm_get_contactreadGet contact
revampcrm_list_contact_dealsreadList a contact's deals
revampcrm_list_dealsreadList deals
revampcrm_search_dealsreadSearch deals
revampcrm_list_deals_by_stagereadList deals grouped by stage
revampcrm_get_notereadGet note
revampcrm_get_orderreadGet e-commerce order
revampcrm_count_ordersreadCount e-commerce orders
revampcrm_create_contactwriteCreate contact
revampcrm_update_contactwriteUpdate contact
revampcrm_create_dealwriteCreate deal
revampcrm_add_notewriteAdd note to a contact or deal
revampcrm_mark_deal_wonwriteMark deal won
revampcrm_mark_deal_lostwriteMark deal lost
revampcrm_usage_statusmetaUsage status (free-tier meter)
revampcrm_request_featuremetaRequest a missing feature
revampcrm_upgrademetaUpgrade to Pro or Pro+
revampcrm_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)Unlimited*

*Pro has a fair use limit of 10,000 tool calls a month on this server. For more, write to [email protected].

Pro covers this server only. Subscribe with revampcrm_upgrade (it returns a Stripe Checkout link). Cancel any time with revampcrm_cancel_subscription: Pro continues to the end of the paid period, with no refund for the current period, and running revampcrm_upgrade before then undoes the cancel. Or write to [email protected].

License

MIT © usefulapi. Not affiliated with or endorsed by Revamp CRM.

Source: servers/revamp-crm/README.md at commit 4046075

Tools

19

revampcrm_get_current_user

Get current user

The Revamp CRM user the credentials belong to: id, name, email and role. Use the id as owner_user_id / assigned_user_id. GET /User/WhoAmI.

Takes no parameters.

revampcrm_list_contact_stages

List contact stages

The contact (lead) stage names configured in the account, in order. Use them as contact_stage filters and values. GET /Account/ContactStage.

Takes no parameters.

revampcrm_list_deal_currencies

List deal currencies

The currencies that deals in this account can use (name, value, symbol). GET /Account/DealCurrencies.

Takes no parameters.

revampcrm_list_custom_fields

List contact custom fields

The contact custom fields defined in the account: CustomFieldName (the property name, e.g. CustomField3), DisplayName, Type and list options. Read this to interpret CustomFieldN values on contacts and to set them. GET /Account/getAccountCustomFields.

Takes no parameters.

revampcrm_list_contacts

List or search contacts

Search and list contacts (people and organizations), newest filters first. With no filter it lists all contacts. Each item has name, organization, email/phone (ContactInfo), tags, stage, owner, last-contacted info and e-commerce order summary. resultsInfo carries totalCount and hasNext/nextIndex: pass nextIndex as `page` for the next page. GET /Contacts.

Parameterscitypagetagsemailphonestategendercountrykeywordsort_byadded_topagesize+10 more

revampcrm_get_contact

Get contact

One contact by id with full details: contact info, address, tags, stage, custom fields, owner, previous/next task, deal totals (won/lost/open per currency), e-commerce order summary and order details. GET /Contacts/GetSingleContact/{id}/true.

Parameterscontact_idrequired

revampcrm_list_contact_deals

List a contact's deals

All deals of one contact (name, stage, status, value, currency, expected closing date, owner). GET /Contacts/{id}/Deals.

Parameterscontact_idrequired

revampcrm_list_deals

List deals

List deals with optional filters (status, pipeline, owner, contact, currency, created / expected-closing / closed date ranges). Each deal has name, stage, status, value, probability, forecasted sale, expected closing date, contact, owner and tags. The deal endpoints have no paging: the reply is cut to `limit` and says how many matched. GET /Deals/List.

Parameterslimitstatussort_bycurrencypipelineclosed_tocontact_idcreated_toclosed_fromcreated_fromowner_user_idsort_direction+2 more

revampcrm_search_deals

Search deals

Search deals by name, status, stage, contact, owner, pipeline, product, sales region or deal source (text match as Revamp CRM defines it). Revamp CRM applies `limit` itself and gives no total: may_have_more is true when a full page came back. GET /Deals/Search.

Parametersnamelimitvaluestatuscontactproductsort_bypipelinedeal_stageowner_namedeal_sourcesales_region+2 more

revampcrm_list_deals_by_stage

List deals grouped by stage

The deal pipeline board: deals grouped by stage (with the stage names in CurrentStages). Same filters as revampcrm_list_deals. At most `limit` deals are shown per stage. GET /Deals/ByStage.

Parameterslimitstatussort_bycurrencypipelineclosed_tocontact_idcreated_toclosed_fromcreated_fromowner_user_idsort_direction+2 more

revampcrm_get_note

Get note

One note or timeline entry by id: text/message, type, author, related contact and deal, created date. GET /Notes/getNote/{id}.

Parametersnote_idrequired

revampcrm_get_order

Get e-commerce order

One synced e-commerce order (Shopify, WooCommerce, BigCommerce ...) by the store's own order id: totals, tax, discount, shipping, financial and shipping status, line items and customer. Needs the provider name and store name exactly as Revamp CRM stores them (see ExternalProviders / Shop on a contact). GET /Orders/Get/{provider}/{store}/{id}.

Parametersstorerequiredorder_idrequiredproviderrequired

revampcrm_count_orders

Count e-commerce orders

How many orders Revamp CRM has synced for one store. GET /Orders/Count/{provider}/{store}.

Parametersstorerequiredproviderrequired

revampcrm_create_contact

Create contact

WRITE: create a new contact (person or organization) in the Revamp CRM account. It does not email or message the contact. Search first (revampcrm_list_contacts with keyword/email) so you do not create a duplicate: this tool does not check. Returns Revamp CRM's import result (status, message, the new id in ImportingIntoId). POST /Contacts/New.

Parameterscitynamerequiredtagsstatetitlegendercountrywebsitesubscribeddescriptionpostal_codecontact_type+11 more

revampcrm_update_contact

Update contact

WRITE: change fields of an existing contact. Only the fields you pass change: the tool reads the stored contact first and sends it back with your changes (Revamp CRM's update replaces the whole record). `tags` replaces the contact's tags; passing a field overwrites its old value. It does not email or message the contact. PUT /Contacts/Edit.

Parameterscitynametagsstatetitlegendercountrywebsitecontact_idrequiredsubscribeddescriptionpostal_code+12 more

revampcrm_create_deal

Create deal

WRITE: create a new deal (opportunity) in the Revamp CRM account, optionally linked to a contact. It does not message anyone. Use revampcrm_list_deals_by_stage (CurrentStages) for valid stage names and revampcrm_list_deal_currencies for currencies. POST /Deals.

Parametersnamerequirednotetagsvaluerequiredstatusproductcurrencypipelinecontact_iddeal_stagerequireddeal_sourceprobability+3 more

revampcrm_add_note

Add note to a contact or deal

WRITE: add a note to a contact or a deal timeline in Revamp CRM. It is an internal note: nothing is sent to the contact. Adding twice creates two notes. POST /Notes/{Contact|Deal}/{id}/Add.

Parameterstextrequiredentity_idrequiredentity_typerequired

revampcrm_mark_deal_won

Mark deal won

WRITE: mark a deal as Won in Revamp CRM (its status changes and it counts in won-deal reports). It does not message the contact. Check the deal first with revampcrm_search_deals. POST /Deals/Won.

Parametersnotedeal_idrequired

revampcrm_mark_deal_lost

Mark deal lost

WRITE: mark a deal as Lost in Revamp CRM with a reason (its status changes and it counts in lost-deal reports). It does not message the contact. Check the deal first with revampcrm_search_deals. POST /Deals/Lost.

Parametersnotereasonrequireddeal_idrequired

Version history

14
  1. v1.15.4LatestNov 7, 2026
  2. v1.14.3Nov 5, 2026
  3. v1.14.2Nov 5, 2026
  4. v1.14.1Nov 4, 2026
  5. v1.14.0Nov 3, 2026
  6. v1.13.1Nov 3, 2026
  7. v1.12.0Nov 1, 2026
  8. v1.10.0Oct 31, 2026
  9. v1.9.0Oct 31, 2026
  10. v1.8.2Oct 30, 2026
  11. v1.8.0Oct 30, 2026
  12. v1.3.0Oct 26, 2026
  13. v1.0.3Oct 25, 2026
  14. v1.0.0Oct 25, 2026

Score

100% of the applicable checks met

How complete this listing is, computed from the registry entry, the endpoint and public sources. Not a rating of the server and not a statement that it is safe or working today: reachability is a dated check, and no installs or reviews go into the score.

  • Reached in the last 30 daysRequired25 pts
  • Auth declaredRequired10 pts
  • Tools listedRequired15 pts
  • DescriptionRequired15 pts
  • Logo10 pts
  • Documentation15 pts
  • License10 pts

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