SuiteDash MCP by usefulapi

io.usefulapi由 usefulapi.io 发布官方发布者v1.17.4更新于 Nov 7, 2026

Read and update SuiteDash contacts, companies and projects; create leads and clients.

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商业与电商

概览

AI 生成的概览

SuiteDash CRM 的托管 MCP 服务器:让助手读取和更新联系人、公司与项目,并创建潜在客户和客户。

可以做什么
  • 列出并获取联系人与公司,含筛选、标签、地址和自定义字段
  • 查看账户的联系人、公司和项目字段结构,包括自定义字段 UID
  • 创建和更新联系人及公司,可关联公司并发送门户邀请邮件
  • 列出并获取项目及其客户、团队和经济效益信息,更新项目字段
  • 按邮箱把人员订阅到营销受众,并列出 Worlds 客户分组
  • 查看当月用量、提交功能请求,以及升级或取消付费方案
适用场景
适合在 SuiteDash 中办公、希望助手代为查询 CRM 记录、起草或直接修改联系人与公司、查看项目详情,或把人员加入营销受众而无需切换应用的场景。
运行要求
通过 streamable HTTP 连接的远程端点,无需本地安装包。使用 OAuth 登录,登录页要求填写 SuiteDash 凭据。首次连接时需提供 SuiteDash Secure API 的 Public ID 和 Secret Key(位于 Integrations → Secure API)。免费方案每月 50 次工具调用;付费方案按用户计费。
安装前请注意
多个工具会写入数据:创建和更新联系人、公司,更新项目,以及把人员订阅到营销受众,后者可能对真实人员触发营销活动或自动化。欢迎邮件选项会向联系人发送门户邀请。更新时传入的标签和自定义字段会替换原有值。该服务由第三方托管,会接收你的 SuiteDash API 凭据和 CRM 数据。付费方案需付费,通过结账链接完成订阅。

安装

在 SourceWeft 中

  1. 打开 控制台中的 SuiteDash 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%2Fsuitedash/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": {
    "suitedash-by-usefulapi": {
      "type": "http",
      "url": "https://suitedash.usefulapi.io/mcp"
    }
  }
}

README

SuiteDash MCP by usefulapi

Read and update SuiteDash contacts, companies and projects; create leads and clients.

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

Connect

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

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

On first connect you'll paste your SuiteDash Secure API Public ID and Secret Key (Integrations → Secure API).

Tools

ToolTypeWhat it does
suitedash_list_contactsreadList contacts
suitedash_get_contactreadGet contact
suitedash_get_contact_fieldsreadGet contact field schema
suitedash_create_contactwriteCreate contact
suitedash_update_contactwriteUpdate contact
suitedash_list_companiesreadList companies
suitedash_get_companyreadGet company
suitedash_get_company_fieldsreadGet company field schema
suitedash_create_companywriteCreate company
suitedash_update_companywriteUpdate company
suitedash_list_projectsreadList projects
suitedash_get_projectreadGet project
suitedash_get_project_fieldsreadGet project field schema
suitedash_update_projectwriteUpdate project
suitedash_subscribe_to_marketingwriteSubscribe contacts to marketing audiences
suitedash_list_worldsreadList worlds
suitedash_usage_statusmetaUsage status (free-tier meter)
suitedash_request_featuremetaRequest a missing feature
suitedash_upgrademetaUpgrade to Pro or Pro+
suitedash_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 suitedash_upgrade (it returns a Stripe Checkout link). Cancel any time with suitedash_cancel_subscription: Pro continues to the end of the paid period, with no refund for the current period, and running suitedash_upgrade before then undoes the cancel. Or write to [email protected].

License

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

来源:servers/suitedash/README.md,提交 4046075

工具

16

suitedash_list_contacts

List contacts

List CRM contacts (leads, prospects, clients) 10 per page: name, emails, phones, role, tags, companies, address and custom fields. Filter by creation time and sort by name or creation date. GET /contacts.

输入参数metapageorder_bycreated_aftercreated_before

suitedash_get_contact

Get contact

One CRM contact by UID or primary email, with companies, tags, address and custom fields. GET /contact/{identifier}.

输入参数metaidentifier必填

suitedash_get_contact_fields

Get contact field schema

The contact field schema of this account: every default and custom field with its type, whether it is required, and which actions (read/create/update) allow it. Custom fields appear under their UID: use these UIDs in custom_fields. GET /contact/meta.

无需输入参数。

suitedash_create_contact

Create contact

WRITE: create a CRM contact in SuiteDash. role and names are required; email is required except for a Lead. Optionally link the contact to a company by name (set create_company_if_not_exists to create it). If send_welcome_email is true SuiteDash EMAILS the contact a portal access invitation: leave it false unless the user asked for that. POST /contact.

输入参数role必填tagsemailphonetitleaddresswebsitelast_name必填first_name必填name_prefixcompany_namecustom_fields另有 3 个

suitedash_update_contact

Update contact

WRITE: update fields of an existing CRM contact (found by UID or email); only the fields you pass change, and null clears a field. Tags and custom fields passed here replace the current values. If send_welcome_email is true SuiteDash EMAILS the contact a portal invitation (only if none was sent before): leave it unset unless the user asked. PUT /contact/{identifier}.

输入参数tagsemailphonetitleaddresswebsitelast_namefirst_namehome_emailhome_phoneidentifier必填shop_phone另有 8 个

suitedash_list_companies

List companies

List CRM companies 10 per page (idle companies are not available): name, role, category, phones, website, address, tags, primary contact and custom fields. Filter by creation time and sort by name or creation date. GET /companies.

输入参数metapageorder_bycreated_aftercreated_before

suitedash_get_company

Get company

One CRM company by UID or exact name, with primary contact, category, tags, address and custom fields. GET /company/{identifier}.

输入参数metaidentifier必填

suitedash_get_company_fields

Get company field schema

The company field schema of this account: every default and custom field (public, private and target custom fields under their UIDs) with type, required flag and the actions allowed. GET /company/meta.

无需输入参数。

suitedash_create_company

Create company

WRITE: create a CRM company (name and role are required) with an optional primary contact. With create_primary_contact_if_not_exists the primary contact is created from the given names/email when no contact has that email. If send_welcome_email is true SuiteDash EMAILS the primary contact a portal invitation: leave it false unless the user asked. POST /company.

输入参数name必填role必填primary_contact

suitedash_update_company

Update company

WRITE: update fields of an existing CRM company (found by UID or name); only the fields you pass change, and null clears a field. Tags and custom fields passed here replace the current values. PUT /company/{identifier}.

输入参数nametagsphoneaddresswebsitecategoryhome_phoneidentifier必填shop_phonework_phonebackground_infopublic_custom_fields另有 1 个

suitedash_list_projects

List projects

List projects 10 per page: name, status, start/end dates, due time. Filter by creation time and sort by name, creation, start or end date. Use suitedash_get_project for the client, team and economics. GET /projects.

输入参数metapageorder_bycreated_aftercreated_before

suitedash_get_project

Get project

One project with its description, client and secondary clients, teammates, team, leader, economics (estimated value, currency, sector) and custom fields. Find it by UID (default), exact name, a name fragment, or the most recent one. GET /project/{type}/{identifier}.

输入参数metalookupidentifier

suitedash_get_project_fields

Get project field schema

The project field schema of this account: default and custom fields (under their UIDs) with type, required flag and allowed actions. GET /project/meta.

无需输入参数。

suitedash_update_project

Update project

WRITE: update fields of an existing project (found by UID, name, name fragment or most recent); only the fields you pass change. The status must be one of the account's project statuses (see suitedash_get_project_fields). The description and client text accept HTML. PUT /project/{type}/{identifier}.

输入参数namelookupstatusdue_timeend_dateidentifierstart_datebusiness_sectorestimated_valueinfo_descriptioninfo_title_clientproject_custom_fields另有 2 个

suitedash_subscribe_to_marketing

Subscribe contacts to marketing audiences

WRITE: subscribe people (by email) to one or more marketing audiences (numeric audience ids from SuiteDash > Marketing). Unknown emails may be created as marketing contacts. This enrolls real people in email marketing and can start campaigns or automations tied to those audiences: only do it for people who have consented, and only when the user asked. The reply holds the outcome per person. POST /marketing/subscribe.

输入参数subscribers必填

suitedash_list_worlds

List worlds

List the account's Worlds (client groupings), 10 per page. Only available with the WORLDS Power-Up; otherwise SuiteDash answers 403. GET /worlds.

输入参数pageorder_by

版本历史

15
  1. v1.17.4最新Nov 7, 2026
  2. v1.16.3Nov 5, 2026
  3. v1.16.2Nov 5, 2026
  4. v1.16.1Nov 4, 2026
  5. v1.16.0Nov 3, 2026
  6. v1.15.1Nov 3, 2026
  7. v1.14.0Nov 1, 2026
  8. v1.12.0Oct 31, 2026
  9. v1.11.0Oct 31, 2026
  10. v1.10.2Oct 30, 2026
  11. v1.10.0Oct 30, 2026
  12. v1.5.0Oct 26, 2026
  13. v1.2.3Oct 25, 2026
  14. v1.2.0Oct 25, 2026
  15. v1.1.0Oct 24, 2026

评分

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  • 近 30 天内可连通必需25 分
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  • 描述必需15 分
  • 图标10 分
  • 文档15 分
  • 许可证10 分

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