Zomentum MCP by usefulapi

io.usefulapiPublished by usefulapi.ioOfficial publisherv1.0.0Updated Nov 8, 2026

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

The publisher's own server: Ably MCP by usefulapi

VerifiedStreamable HTTPWeb executableProductivity & WorkflowBusiness & Commerce

Overview

AI-generated overview

Hosted MCP server that lets an assistant read Zomentum sales data — opportunities, pipelines, clients, documents, catalog items and activities — and create…

What you can do
  • List and inspect opportunities and pipelines, including counts per stage
  • Search the workspace and read client companies and contacts
  • Read documents such as quotes and proposals, and get a short-lived PDF download link
  • Browse catalog items, suppliers, team members, tags and custom field definitions
  • List sales activities, tasks and meetings
  • Create an open sales task or add a comment to a record
When to use it
Useful when you work in Zomentum and want an assistant to answer questions about pipeline, deals, customers, documents and tasks, or to log a follow-up task or comment without opening the app.
Requirements
Remote endpoint added by URL only; sign-in is via OAuth with your Zomentum credentials. On first connect you supply a Zomentum API user refresh token, which the server stores per user. The API user role needs the Growth plan or the API Access add-on. Free tier allows 50 tool calls per month; paid plans raise the limit.
Before you install
The server asks for a Zomentum API user refresh token, a long-lived credential; it is stored server-side per user. Two tools write to Zomentum (creating tasks and adding comments), so confirm before use. Document download links are signed and short-lived and should be shared only with people allowed to read the document. Paid plans are billed through Stripe checkout links and are non-refundable for the current period.

Installation

In SourceWeft

  1. Open Zomentum 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%2Fzomentum/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": {
    "zomentum-by-usefulapi": {
      "type": "http",
      "url": "https://zomentum.usefulapi.io/mcp"
    }
  }
}

README

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:
json
{  "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.

Source: servers/zomentum/README.md at commit 0be0869

Tools

25

zomentum_list_opportunities

List opportunities

List sales opportunities (deals) with name, stage, value, close date, owner and client company. Optionally limit to one pipeline. Zomentum API: GET /v2/opportunities/.

Parameterspipeline_idall_pipelines

zomentum_get_opportunity

Get opportunity

Fetch one opportunity with its stage, value, close date, linked contacts, documents and comments. Zomentum API: GET /v2/opportunities/{id}/.

Parametersidrequired

zomentum_count_opportunities

Count opportunities by stage

Count opportunities per pipeline stage, for a pipeline dashboard. Zomentum API: GET /v2/opportunities/count/.

Parameterspipeline_id

zomentum_list_pipelines

List pipelines

List the sales pipelines and their stages. Use the ids with the opportunity tools. Zomentum API: GET /v2/pipelines/.

Takes no parameters.

zomentum_get_pipeline

Get pipeline

Fetch one pipeline with its stages. Zomentum API: GET /v2/pipelines/{id}/.

Parametersidrequired

zomentum_list_client_companies

List client companies

List client companies (customers and prospects) with market, source, owner and opportunity count. Zomentum API: GET /v2/client/companies/.

Parametersselected_id

zomentum_get_client_company

Get client company

Fetch one client company with its contacts, opportunities and comments. Zomentum API: GET /v2/client/companies/{id}/.

Parametersidrequired

zomentum_list_client_users

List contacts

List client contacts (people at client companies) with email, phone, job title and company. Zomentum API: GET /v2/client/users/.

Parametersselected_id

zomentum_get_client_user

Get contact

Fetch one client contact. Zomentum API: GET /v2/client/users/{id}/.

Parametersidrequired

zomentum_list_documents

List documents

List documents (quotes, proposals, orders and similar) with status, number, recipients and linked opportunity. Zomentum API: GET /v2/documents/.

Parametersselected_id

zomentum_get_document

Get document

Fetch one document with its status, revisions, recipients and signers. Zomentum API: GET /v2/documents/{id}/.

Parametersidrequired

zomentum_get_document_download_url

Get document PDF link

Return a signed, short-lived URL to download one document as PDF. Share it only with people who may read the document. Zomentum API: GET /v2/documents/download_url/{id}/.

Parametersidrequired

zomentum_list_items

List catalog items

List catalog items (products and services) with pricing, category, manufacturer and SKU. Zomentum API: GET /v2/items/.

Takes no parameters.

zomentum_get_item

Get catalog item

Fetch one catalog item with its pricing, optionally in one currency. Zomentum API: GET /v2/items/{id}/.

Parametersidrequiredcurrency

zomentum_list_activities

List sales activities

List all sales activities (tasks, meetings, calls and emails) in the workspace. Zomentum API: GET /v2/activities/.

Takes no parameters.

zomentum_list_tasks

List tasks

List sales tasks with title, due date, priority, completion state and linked record. Zomentum API: GET /v2/activities/sales/task/.

Takes no parameters.

zomentum_list_meetings

List meetings

List sales meetings with title, start and end time, attendees and linked record. Zomentum API: GET /v2/activities/sales/meeting/.

Takes no parameters.

zomentum_list_suppliers

List suppliers

List suppliers with name, email and drop-ship or electronic PO flags. Zomentum API: GET /v2/supplier/.

Parametersselected_id

zomentum_list_users

List team members

List the team members of the company with email, job title, roles and whether they are disabled. Zomentum API: GET /v2/users/.

Takes no parameters.

zomentum_get_user

Get team member

Fetch one team member with roles and settings. Zomentum API: GET /v2/users/{id}/.

Parametersidrequired

zomentum_list_tags

List tags

List tags with the entity type each tag applies to and its colour. Zomentum API: GET /v2/tags/.

Takes no parameters.

zomentum_list_custom_fields

List custom fields

List the custom field definitions for one entity type, to read custom field ids and dropdown values. Zomentum API: GET /v2/custom/fields/.

Parametersentity_typerequiredinclude_system_fields

zomentum_create_task

Create task

Create an open sales task (not completed), with a due date and an optional link to an opportunity, client company or contact. The author must be a team member id. Zomentum API: POST /v2/activities/sales/task/.

Parameterstitlerequiredpriorityauthor_idrequireddate_timerequiredentity_idtask_typedescriptionentity_typecollaborator_ids

zomentum_add_comment

Add comment

Add a comment to an opportunity, client company, document or other record. The author must be a team member id. Zomentum API: POST /v2/comments/.

Parametersbodyrequiredpinnedauthor_idrequiredentity_idrequiredentity_typerequired

Version history

1
  1. v1.0.0LatestNov 8, 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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