Sellsy MCP by usefulapi

io.usefulapi由 usefulapi.io 发布官方发布者v1.14.4更新于 Nov 7, 2026

Search and read Sellsy companies, contacts, opportunities, invoices and tasks; create records.

发布方自己的服务:Ably MCP by usefulapi

已验证Streamable HTTP可网页运行效率与工作流金融商业与电商

概览

AI 生成的概览

托管型 MCP 服务器,让助手搜索和读取 Sellsy 的公司、联系人、商机、发票、订单与任务等 CRM 记录,并可创建少量记录。

可以做什么
  • 一次调用即可跨全部 Sellsy 记录类型搜索,或分页列出并搜索公司、个人与联系人及其详情和关联。
  • 查看销售商机、销售管道与管道阶段,包括状态、金额、负责人和到期日。
  • 查询报价单、发票、订单、贷项通知单与付款,含明细行、金额以及未付、逾期等状态。
  • 浏览产品目录条目、任务与任务标签、员工成员,以及挂在记录上的评论或备注。
  • 创建公司、个人、联系人、商机、评论和任务,并把商机移动到其他管道阶段。
  • 查看当月用量、提交缺失功能请求,以及管理或取消付费方案。
适用场景
适合在 Sellsy 中办公、希望助手直接回答客户、销售管道、报价与应收账款问题,或代为起草新记录的场景。也适合定期汇报逾期发票与未结商机,以及轻量数据录入。
运行要求
以 URL 方式添加的远程 MCP 端点,无需 API 密钥或 Authorization 头。登录使用 OAuth,登录页会要求填写 Sellsy 凭据。需要 Sellsy 账户;免费额度为每月 50 次工具调用,更多用量需付费方案。
安装前请注意
写入类工具会创建公司、个人、联系人、商机、评论和任务,并移动商机阶段,执行前应确认。元工具可通过支付链接开通付费订阅并取消订阅,当期不退款。你的 Sellsy 数据会经过第三方托管服务,用量按账户计量。

安装

在 SourceWeft 中

  1. 打开 控制台中的 Sellsy MCP by usefulapi,将其添加到工作区。
  2. 为需要使用其工具的对话启用该服务。

Web executable,通过 Streamable HTTP。 远程服务在工作区中配置后即可从网页运行时运行。

交给智能体安装

把这段提示词粘贴到 Claude Code、Codex、Cursor 等智能体,或 SourceWeft 对话中。智能体会读取该服务器的安装指南,先向你展示发布者、端点和登录方式,经你同意后再把它添加到你的客户端。密钥不会写进任何命令。

阅读 https://sourceweft.com/mcp/io.usefulapi%2Fsellsy/install.md,并按其中说明把这个 MCP 服务器接入我的客户端。修改任何配置之前,先告诉我它的发布者、端点和登录方式,等我确认。不要把 API 密钥写进命令或我会提交的文件;问我密钥应从哪里获取。

查看智能体所依据的安装指南

其他 MCP 客户端

把它添加到你客户端的 mcpServers 配置中。

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

README

Sellsy MCP by usefulapi

Live endpoint: https://sellsy.usefulapi.io/mcp · Homepage: https://usefulapi.io/sellsy

Connect

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

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

Tools

ToolTypeWhat it does
sellsy_searchreadSearch across Sellsy
sellsy_list_companiesreadList companies
sellsy_search_companiesreadSearch companies
sellsy_get_companyreadGet a company
sellsy_list_company_contactsreadList a company's contacts
sellsy_list_individualsreadList individuals
sellsy_search_individualsreadSearch individuals
sellsy_get_individualreadGet an individual
sellsy_list_contactsreadList contacts
sellsy_search_contactsreadSearch contacts
sellsy_get_contactreadGet a contact
sellsy_list_opportunitiesreadList opportunities
sellsy_search_opportunitiesreadSearch opportunities
sellsy_get_opportunityreadGet an opportunity
sellsy_list_opportunity_pipelinesreadList opportunity pipelines
sellsy_list_pipeline_stepsreadList the steps of a pipeline
sellsy_list_estimatesreadList estimates
sellsy_search_estimatesreadSearch estimates
sellsy_get_estimatereadGet an estimate
sellsy_list_invoicesreadList invoices
sellsy_search_invoicesreadSearch invoices
sellsy_get_invoicereadGet an invoice
sellsy_list_invoice_paymentsreadList an invoice's payments
sellsy_list_ordersreadList orders
sellsy_search_ordersreadSearch orders
sellsy_get_orderreadGet an order
sellsy_list_credit_notesreadList credit notes
sellsy_get_credit_notereadGet a credit note
sellsy_list_itemsreadList items
sellsy_search_itemsreadSearch items
sellsy_get_itemreadGet an item
sellsy_search_paymentsreadSearch payments
sellsy_list_tasksreadList tasks
sellsy_search_tasksreadSearch tasks
sellsy_get_taskreadGet a task
sellsy_list_task_labelsreadList task labels
sellsy_search_commentsreadSearch comments (notes)
sellsy_list_staffsreadList staff members
sellsy_create_companywriteCreate a company
sellsy_create_individualwriteCreate an individual
sellsy_create_contactwriteCreate a contact
sellsy_create_opportunitywriteCreate an opportunity
sellsy_move_opportunitywriteMove an opportunity to another step
sellsy_create_commentwriteAdd a comment (note)
sellsy_create_taskwriteCreate a task
sellsy_usage_statusmetaUsage status (free-tier meter)
sellsy_request_featuremetaRequest a missing feature
sellsy_upgrademetaUpgrade to Pro or Pro+
sellsy_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 account)$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 sellsy_upgrade (it returns a Stripe Checkout link). Cancel any time with sellsy_cancel_subscription: Pro continues to the end of the paid period, with no refund for the current period, and running sellsy_upgrade before then undoes the cancel. Or write to [email protected].

License

来源:servers/sellsy/README.md,提交 9349cfd

工具

45

sellsy_list_companies

List companies

List companies (customers, prospects, suppliers) with paging. Needs companies.read.

输入参数embedfieldlimitorderoffsetdirection

sellsy_search_companies

Search companies

Search companies by name, email, type (prospect/client/supplier), reference, VAT, SIRET, country, postal code, creation or update date. Needs companies.read.

输入参数embedfieldlimitorderoffsetfiltersdirection

sellsy_get_company

Get a company

Get one company by id. Needs companies.read.

输入参数id必填embedfield

sellsy_list_company_contacts

List a company's contacts

List the contacts linked to one company (GET /companies/{id}/contacts). Needs companies.read and contacts.read.

输入参数limitoffsetcompany_id必填

sellsy_list_individuals

List individuals

List individuals (private customers, prospects, suppliers) with paging. Needs individuals.read.

输入参数embedfieldlimitorderoffsetdirection

sellsy_search_individuals

Search individuals

Search individuals by name, email, type, reference, country, postal code, creation or update date. Needs individuals.read.

输入参数embedfieldlimitorderoffsetfiltersdirection

sellsy_get_individual

Get an individual

Get one individual by id. Needs individuals.read.

输入参数id必填embedfield

sellsy_list_contacts

List contacts

List contacts (people at companies) with paging. Needs contacts.read.

输入参数embedfieldlimitorderoffsetdirection

sellsy_search_contacts

Search contacts

Search contacts by last name, email, phone, linked company or individual, creation date. Needs contacts.read.

输入参数embedfieldlimitorderoffsetfiltersdirection

sellsy_get_contact

Get a contact

Get one contact by id. Needs contacts.read.

输入参数id必填embedfield

sellsy_list_opportunities

List opportunities

List sales opportunities with paging. Needs opportunities.read.

输入参数embedfieldlimitorderoffsetdirection

sellsy_search_opportunities

Search opportunities

Search opportunities by name, number, pipeline, step, status (open/won/lost/cancelled/closed/late), amount, owner or due date. Needs opportunities.read.

输入参数embedfieldlimitorderoffsetfiltersdirection

sellsy_get_opportunity

Get an opportunity

Get one opportunity by id. Needs opportunities.read.

输入参数id必填embedfield

sellsy_list_opportunity_pipelines

List opportunity pipelines

List the sales pipelines (needed to create an opportunity: pipeline id and step id). Needs opportunities.read.

输入参数limitoffset

sellsy_list_pipeline_steps

List the steps of a pipeline

List the steps of one opportunity pipeline. Needs opportunities.read.

输入参数limitoffsetpipeline_id必填

sellsy_list_estimates

List estimates

List estimates (quotes) with paging. Needs estimates.read.

输入参数embedfieldlimitorderoffsetdirection

sellsy_search_estimates

Search estimates

Search estimates by status, number, date, currency, owner, contact or related company/individual/opportunity. Needs estimates.read.

输入参数embedfieldlimitorderoffsetfiltersdirection

sellsy_get_estimate

Get an estimate

Get one estimate by id, with its rows and amounts. Needs estimates.read.

输入参数id必填embedfield

sellsy_list_invoices

List invoices

List invoices with paging. Needs invoices.read.

输入参数embedfieldlimitorderoffsetdirection

sellsy_search_invoices

Search invoices

Search invoices by status (draft/due/payinprogress/paid/late/cancelled), number, date, currency, owner, or related company/individual/opportunity. Use it for unpaid or late invoices. Needs invoices.read.

输入参数embedfieldlimitorderoffsetfiltersdirection

sellsy_get_invoice

Get an invoice

Get one invoice by id, with its rows, amounts and status. Needs invoices.read.

输入参数id必填embedfield

sellsy_list_invoice_payments

List an invoice's payments

List the payments linked to one invoice. Needs invoices.read and payments.read.

输入参数limitoffsetinvoice_id必填

sellsy_list_orders

List orders

List orders with paging. Needs orders.read.

输入参数embedfieldlimitorderoffsetdirection

sellsy_search_orders

Search orders

Search orders by status or delivery status, or related company/individual/opportunity. Needs orders.read.

输入参数embedfieldlimitorderoffsetfiltersdirection

sellsy_get_order

Get an order

Get one order by id. Needs orders.read.

输入参数id必填embedfield

sellsy_list_credit_notes

List credit notes

List credit notes with paging. Needs credit-notes.read.

输入参数embedfieldlimitorderoffsetdirection

sellsy_get_credit_note

Get a credit note

Get one credit note by id. Needs credit-notes.read.

输入参数id必填embedfield

sellsy_list_items

List items

List catalog items (products, services, shipping, packaging) with paging. Needs items.read.

输入参数embedfieldlimitorderoffsetdirection

sellsy_search_items

Search items

Search catalog items by name, reference or type. Needs items.read.

输入参数embedfieldlimitorderoffsetfiltersdirection

sellsy_get_item

Get an item

Get one catalog item by id. Needs items.read.

输入参数id必填embedfield

sellsy_search_payments

Search payments

Search payments by status (pending/confirmed/rejected/failed/refund) or related company/individual. Needs payments.read.

输入参数embedfieldlimitorderoffsetfiltersdirection

sellsy_list_tasks

List tasks

List tasks with paging. Needs tasks.read.

输入参数embedfieldlimitorderoffsetdirection

sellsy_search_tasks

Search tasks

Search tasks by status (todo/done), owner, assignee, label, due date or related record. Needs tasks.read.

输入参数embedfieldlimitorderoffsetfiltersdirection

sellsy_get_task

Get a task

Get one task by id. Needs tasks.read.

输入参数id必填embedfield

sellsy_list_task_labels

List task labels

List the task labels (a label id is required to create a task). Needs tasks.read.

输入参数limitoffset

sellsy_search_comments

Search comments (notes)

Search comments and notes by author, date, parent comment or the company/individual/contact they are attached to. Needs comments.read.

输入参数embedfieldlimitorderoffsetfiltersdirection

sellsy_list_staffs

List staff members

List the staff members of the account (the list may hold only yourself, depending on the Sellsy plan). Needs staffs.read.

输入参数embedfieldlimitorderoffsetdirection

sellsy_create_company

Create a company

WRITE: create a company record in Sellsy (a prospect, client or supplier). Needs companies.write. Nothing is sent to the company.

输入参数name必填notetype必填emailwebsiteowner_idreferencephone_numbermobile_numbernumber_of_employeesmain_activity_description

sellsy_create_individual

Create an individual

WRITE: create an individual (a private person as prospect, client or supplier) in Sellsy. Needs individuals.write.

输入参数notetype必填emailwebsitecivilityowner_idlast_name必填referencefirst_namephone_numbermobile_number

sellsy_create_contact

Create a contact

WRITE: create a contact (a person) in Sellsy. It is not linked to a company by this call. Needs contacts.write.

输入参数noteemailcivilityowner_idpositionlast_name必填first_namephone_numbermobile_number

sellsy_create_opportunity

Create an opportunity

WRITE: create a sales opportunity linked to a company, individual or contact. Needs a pipeline id and one of its step ids (see sellsy_list_opportunity_pipelines and sellsy_list_pipeline_steps). Needs opportunities.write.

输入参数name必填notestep必填amountrelated必填due_dateowner_idpipeline必填contact_idsprobabilityassigned_staff_ids

sellsy_move_opportunity

Move an opportunity to another step

WRITE: move an existing opportunity to another step of its pipeline, or to a step of another pipeline (then pass that pipeline too). Only the step (and the pipeline) change; the name, amount, status and links stay. Get the ids from sellsy_get_opportunity, sellsy_list_opportunity_pipelines and sellsy_list_pipeline_steps. Needs opportunities.write.

输入参数id必填step必填pipeline

sellsy_create_comment

Add a comment (note)

WRITE: add a comment (note) to a company, individual, contact, opportunity or document. Visible to the Sellsy staff, not sent to the customer. Needs comments.write.

输入参数related_id必填description必填related_type必填mentioned_staff_ids

sellsy_create_task

Create a task

WRITE: create a task, optionally attached to a record and assigned to staff. Needs a label id (see sellsy_list_task_labels) and a due date-time. Needs tasks.write.

输入参数titledue_date必填label_id必填owner_idpriorityis_privaterelated_iddescriptionrelated_typeassigned_staff_ids

版本历史

12
  1. v1.14.4最新Nov 7, 2026
  2. v1.13.2Nov 5, 2026
  3. v1.13.1Nov 5, 2026
  4. v1.13.0Nov 4, 2026
  5. v1.12.0Nov 3, 2026
  6. v1.11.1Nov 3, 2026
  7. v1.10.0Nov 1, 2026
  8. v1.8.0Oct 31, 2026
  9. v1.7.0Oct 31, 2026
  10. v1.6.2Oct 30, 2026
  11. v1.6.0Oct 30, 2026
  12. v1.1.0Oct 26, 2026

评分

已满足适用检查项的 100%

该评分衡量此收录条目的完整程度,依据注册中心条目、端点与公开来源计算得出。它不是对服务器本身的评价,也不表示服务器安全或当前可用:可连通性是带日期的检查结果,评分也不包含安装量或用户评价。

  • 近 30 天内可连通必需25 分
  • 已声明认证方式必需10 分
  • 已列出工具必需15 分
  • 描述必需15 分
  • 图标10 分
  • 文档15 分
  • 许可证10 分

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