Virtuous Crm

io.usefulapiv1.0.0Updated Sep 30, 2026

Search donors and contacts, giving history, notes and projects, and log notes, tags and gifts.

VerifiedStreamable HTTPWeb executableData & AnalyticsBusiness & Commerce

Overview

AI-generated overview

Lets an assistant search Virtuous CRM donors, contacts, gifts, notes, tags, projects and events, and log notes, tags and gifts.

What it does
A hosted MCP server for Virtuous CRM. Read tools cover global search, contacts, individuals, notes, tags, gifts, projects, events and ad-hoc queries. Write tools log a note on a contact, tag a contact, and submit contacts or gifts for import. Meta tools report usage and manage the subscription.
When to use it
Use it when an assistant should look up donor and contact records, giving history, notes, tags, projects or events in Virtuous, or record notes, tags and gift or contact imports without opening the CRM UI.
Requirements
A remote streamable HTTP endpoint; no local install. A Virtuous account and a Virtuous API key (Settings, then API Keys), supplied on first connect and stored per user. Network access to the hosted endpoint.
Before you install
Write tools mutate CRM data: logging a contact note, adding a contact tag, and submitting contacts or gifts for import; clients should confirm these. The Virtuous API key is a credential and is stored by the third-party host. The free tier is limited to 100 tool calls per month, and a paid Pro upgrade is offered.

Installation

In SourceWeft

  1. Open Virtuous Crm 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.

Other MCP clients

Add this to your client's mcpServers config.

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

README

Virtuous MCP by usefulapi

Use Virtuous from Claude, Cursor, or any MCP client — search donors, read contacts, giving history, notes, tags, projects and events, run queries, and log notes, tags, contacts and gifts. Hosted, no local install: connect with your own Virtuous credentials.

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

Add to Claude

json
{  "mcpServers": {    "virtuous-crm": {      "url": "https://virtuous-crm.usefulapi.io/mcp"    }  }}

On first connect you'll provide your Virtuous API key (Settings → API Keys). They're validated, stored per-user, and scoped to you — no keys in config files.

Tools

ToolTypeWhat it does
virtuous_get_current_organizationreadGet the current organization
virtuous_searchreadGlobal search
virtuous_search_contactsreadSearch contacts
virtuous_get_contactreadGet a contact
virtuous_find_contactreadFind a contact by email or reference
virtuous_list_contact_individualsreadList a contact's individuals
virtuous_list_contact_notesreadList a contact's notes
virtuous_list_contact_tagsreadList a contact's tags
virtuous_list_contact_giftsreadList a contact's gifts
virtuous_get_giftreadGet a gift
virtuous_list_tagsreadList tags
virtuous_search_projectsreadSearch projects
virtuous_get_projectreadGet a project
virtuous_list_eventsreadList events
virtuous_get_query_optionsreadGet query options
virtuous_queryreadQuery records
virtuous_create_contact_notewriteLog a note on a contact
virtuous_add_contact_tagwriteTag a contact
virtuous_create_contact_transactionwriteSubmit a contact for import
virtuous_create_gift_transactionwriteSubmit a gift for import
virtuous_usage_statusmetaUsage status (free-tier meter)
virtuous_upgrademetaUpgrade to Pro (unlimited)

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

Pricing

PlanPriceLimit
Free$0100 tool calls / month
Pro (per user)$9/mo or $90/yr (2 months free)Unlimited

License

MIT © usefulapi. Not affiliated with or endorsed by Virtuous.

Source: servers/virtuous-crm/README.md at commit 1ec23c2

Tools

0
Tool metadata has not been indexed yet.

Version history

1
  1. v1.0.0LatestSep 30, 2026