Zomentum MCP by usefulapi

io.usefulapi由 usefulapi.io 发布官方发布者v1.0.0更新于 Nov 8, 2026

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

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

托管式 MCP 服务器，让助手读取 Zomentum 销售数据（商机、销售流程、客户、文档、商品目录与活动），并可创建任务或添加评论。

可以做什么
  • 列出并查看商机与销售流程，包括各阶段数量统计
  • 搜索工作区，读取客户公司与联系人
  • 读取报价、提案等文档，并获取短期有效的 PDF 下载链接
  • 浏览商品目录、供应商、团队成员、标签与自定义字段定义
  • 列出销售活动、任务与会议
  • 创建未完成的销售任务，或为记录添加评论
适用场景
适合在 Zomentum 中开展销售工作的人：让助手回答关于销售流程、交易、客户、文档和任务的问题，或在不打开应用的情况下记录跟进任务与评论。
运行要求
以 URL 方式添加的远程端点，仅需填写地址；通过 OAuth 使用 Zomentum 账号登录。首次连接时需提供 Zomentum API 用户的刷新令牌，服务器按用户存储。API 用户角色需要 Growth 套餐或 API Access 附加组件。免费版每月 50 次工具调用，付费套餐可提高额度。
安装前请注意
需要提供 Zomentum API 用户刷新令牌，这是长期有效的凭据，会按用户存储在服务器端。有两个工具会写入 Zomentum（创建任务、添加评论），使用前应确认。文档下载链接为签名且短期有效，只应分享给有权阅读该文档的人。付费套餐通过 Stripe 结账链接付款，当期费用不予退还。

安装

在 SourceWeft 中

  1. 打开 控制台中的 Zomentum 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%2Fzomentum/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": {
    "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.

来源：servers/zomentum/README.md，提交 0be0869

工具

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/.

输入参数pipeline_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}/.

输入参数id必填

zomentum_count_opportunities

Count opportunities by stage

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

输入参数pipeline_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/.

无需输入参数。

zomentum_get_pipeline

Get pipeline

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

输入参数id必填

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/.

输入参数selected_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}/.

输入参数id必填

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/.

输入参数selected_id

zomentum_get_client_user

Get contact

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

输入参数id必填

zomentum_list_documents

List documents

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

输入参数selected_id

zomentum_get_document

Get document

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

输入参数id必填

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}/.

输入参数id必填

zomentum_list_items

List catalog items

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

无需输入参数。

zomentum_get_item

Get catalog item

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

输入参数id必填currency

zomentum_list_activities

List sales activities

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

无需输入参数。

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/.

无需输入参数。

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/.

无需输入参数。

zomentum_list_suppliers

List suppliers

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

输入参数selected_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/.

无需输入参数。

zomentum_get_user

Get team member

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

输入参数id必填

zomentum_list_tags

List tags

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

无需输入参数。

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/.

输入参数entity_type必填include_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/.

输入参数title必填priorityauthor_id必填date_time必填entity_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/.

输入参数body必填pinnedauthor_id必填entity_id必填entity_type必填

版本历史

1
  1. v1.0.0最新Nov 8, 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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