Cogmento MCP by usefulapi

io.usefulapi由 usefulapi.io 發布官方發布者v1.12.4更新於 Nov 7, 2026

Read Cogmento CRM contacts, companies, deals, tasks and cases; create records and complete tasks.

發布方自己的服務：Ably MCP by usefulapi

已驗證Streamable HTTP可網頁執行效率與工作流商業與電商

概覽

AI 產生的概覽

託管式 MCP 服務，連接 Cogmento CRM 帳戶：讀取聯絡人、公司、交易、任務與案例，建立記錄並完成任務。

可以做什麼
  • 讀取帳戶、目前使用者與範本欄位定義
  • 搜尋並檢視聯絡人、公司、交易、任務與案例及其關聯記錄
  • 建立聯絡人、公司、交易、任務與案例
  • 完成任務，或修改記錄中的單一欄位
  • 依銷售階段彙總與聚合交易，列出階段、產品目錄與通話記錄
  • 查看用量並管理訂閱方案
適用情境
適合讓助理直接回答關於 Cogmento 銷售管道或客戶記錄的問題，或在不開啟 Cogmento 介面的情況下登錄新的聯絡人、交易、任務與案例。
執行需求
以 URL 方式加入的遠端 MCP 端點；伺服器透過 OAuth 登入，首次連線時要求填寫 Cogmento API 權杖，並依使用者儲存。用戶端設定中不需要 API 金鑰或 Authorization 標頭。需要 Cogmento 帳戶；免費方案每月 50 次工具呼叫。
安裝前請注意
多個工具會寫入 CRM：建立聯絡人、公司、交易、任務與案例、完成任務以及修改記錄欄位。伺服器會索取 Cogmento API 權杖，該權杖可存取帳戶資料。付費方案透過升級工具回傳的 Stripe 結帳連結購買，取消後當期不退款。用量依工具呼叫次數計費。

安裝

在 SourceWeft 中

  1. 開啟 儀表板中的 Cogmento MCP by usefulapi，將其新增到工作區。
  2. 為需要使用其工具的對話啟用該服務。

Web executable，透過 Streamable HTTP。 遠端服務在工作區中設定後即可從網頁執行環境執行。

交給代理程式安裝

把這段提示詞貼上到 Claude Code、Codex、Cursor 等代理程式，或 SourceWeft 對話中。代理程式會讀取該伺服器的安裝指南，先向你展示發布者、端點和登入方式，經你同意後再把它新增到你的客戶端。金鑰不會寫進任何命令。

閱讀 https://sourceweft.com/mcp/io.usefulapi%2Fcogmento/install.md，並按其中說明把這個 MCP 伺服器接入我的客戶端。修改任何設定之前，先告訴我它的發布者、端點和登入方式，等我確認。不要把 API 金鑰寫進命令或我會提交的檔案；問我金鑰應從哪裡取得。

檢視代理程式所依據的安裝指南

其他 MCP 客戶端

把它新增到你客戶端的 mcpServers 設定中。

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

README

Cogmento MCP by usefulapi

Live endpoint: https://cogmento.usefulapi.io/mcp

Connect

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

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

On first connect you will paste your Cogmento API token. It is validated, stored per-user, and scoped to you. No keys in config files.

Tools

ToolTypeWhat it does
cogmento_get_current_userreadGet current user
cogmento_get_accountreadGet account
cogmento_get_templatesreadGet field templates
cogmento_list_contactsreadList contacts
cogmento_get_contactreadGet contact
cogmento_create_contactwriteCreate contact
cogmento_list_companiesreadList companies
cogmento_get_companyreadGet company
cogmento_create_companywriteCreate company
cogmento_list_dealsreadList deals
cogmento_get_dealreadGet deal
cogmento_create_dealwriteCreate deal
cogmento_get_deal_pipeline_summaryreadGet deal pipeline summary
cogmento_aggregate_dealsreadAggregate deal values
cogmento_list_deal_stagesreadList deal contact stages
cogmento_set_deal_contact_stagewriteSet a contact's stage in a deal
cogmento_list_tasksreadList tasks
cogmento_get_taskreadGet task
cogmento_create_taskwriteCreate task
cogmento_complete_taskwriteComplete task
cogmento_list_casesreadList cases
cogmento_get_casereadGet case
cogmento_create_casewriteCreate case
cogmento_list_productsreadList products
cogmento_list_callsreadList calls
cogmento_update_record_fieldwriteUpdate one field of a record
cogmento_usage_statusmetaUsage status (free-tier meter)
cogmento_request_featuremetaRequest a missing feature
cogmento_upgrademetaUpgrade to Pro or Pro+
cogmento_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 cogmento_upgrade (it returns a Stripe Checkout link). Cancel any time with cogmento_cancel_subscription: Pro continues to the end of the paid period, with no refund for the current period, and running cogmento_upgrade before then undoes the cancel. Or write to [email protected].

License

MIT

來源：servers/cogmento/README.md，提交 4046075

工具

26

cogmento_get_current_user

Get current user

The Cogmento user this API token belongs to: id, name, email, timezone and account id. GET /auth/user/.

無需輸入參數。

cogmento_get_account

Get account

The Cogmento account: name, country, settings, billing plan, trial days left and number of users. GET /account/.

無需輸入參數。

cogmento_get_templates

Get field templates

The field definitions (names, labels, types, options) of the account's templates for each record type: contacts, companies, deals, cases, tasks. Use it to learn the custom field names for filters, creates and field updates. GET /templates/.

無需輸入參數。

cogmento_list_contacts

List contacts

List or search contacts (name, email and phone channels, company). Filter on any field, e.g. first_name contains 'Eric'. GET /contacts/.

輸入參數sortlimitstartfilters

cogmento_get_contact

Get contact

One full contact record, including its related tasks, cases, calls, events and documents. GET /contacts/{id}/.

輸入參數contact_id必填

cogmento_create_contact

Create contact

WRITE: create a contact. Needs first and last name; email and phone are optional. POST /contacts/.

輸入參數tagsemailphoneratinglast_name必填first_name必填descriptionmiddle_name

cogmento_list_companies

List companies

List or search companies (name, website, contacts). GET /companies/.

輸入參數sortlimitstartfilters

cogmento_get_company

Get company

One full company record with its contacts and related records. GET /companies/{id}/.

輸入參數company_id必填

cogmento_create_company

Create company

WRITE: create a company. POST /companies/.

輸入參數urlname必填tagsratingdescription

cogmento_list_deals

List deals

List or search deals (title, amount, close date, assigned users, products). GET /deals/.

輸入參數sortlimitstartfilters

cogmento_get_deal

Get deal

One full deal record with its contacts, products and related records. GET /deals/{id}/.

輸入參數deal_id必填

cogmento_create_deal

Create deal

WRITE: create a deal. POST /deals/.

輸入參數tagstitle必填amountratingclose_datedescription

cogmento_get_deal_pipeline_summary

Get deal pipeline summary

Totals by pipeline stage: how many deals sit at each stage and what they are worth. Optional filters narrow the deals counted. GET /deals/summary/.

輸入參數filters

cogmento_aggregate_deals

Aggregate deal values

Sums and counts deals grouped by a field (default grouping as Cogmento chooses; e.g. field=stage). GET /deals/aggregate/.

輸入參數fieldfilters

cogmento_list_deal_stages

List deal contact stages

The account-wide stages a contact can be at within a deal (for example Champion or Decision maker). GET /deals/stages/.

無需輸入參數。

cogmento_set_deal_contact_stage

Set a contact's stage in a deal

WRITE: record where a contact sits in a deal (a stage from cogmento_list_deal_stages). The contact is attached to the deal if it is not already. POST /deals/{id}/contact/{id}/stage/.

輸入參數stage必填deal_id必填contact_id必填

cogmento_list_tasks

List tasks

List or search tasks (title, due date, completion date, assigned users, linked deal/contact/case). Filter e.g. on due_date. GET /tasks/.

輸入參數sortlimitstartfilters

cogmento_get_task

Get task

One task record. GET /tasks/{id}/.

輸入參數task_id必填

cogmento_create_task

Create task

WRITE: create a task. POST /tasks/.

輸入參數tagstitle必填ratingdue_datedescription

cogmento_complete_task

Complete task

WRITE: mark a task complete, stamping who completed it and when. A recurring task also gets its next occurrence. POST /tasks/{id}/complete/.

輸入參數task_id必填

cogmento_list_cases

List cases

List or search cases (support or project cases: title, close date, assigned users, deal, company). GET /cases/.

輸入參數sortlimitstartfilters

cogmento_get_case

Get case

One case record. GET /cases/{id}/.

輸入參數case_id必填

cogmento_create_case

Create case

WRITE: create a case. POST /cases/.

輸入參數tagstitle必填ratingclose_datedescription

cogmento_list_products

List products

List the product catalogue (name, prices) that deals and invoices draw on. GET /products/.

輸入參數sortlimitstartfilters

cogmento_list_calls

List calls

The account's call records, most recent first: logged manual calls and calls placed through the browser dialer. GET /calls/.

輸入參數sortlimitstartfilters

cogmento_update_record_field

Update one field of a record

WRITE: change a single field of a contact, company, deal, task or case, e.g. a deal's status or a contact's first_name. Custom field names come from cogmento_get_templates. System fields (id, acl, private, timestamps) are refused. PATCH /<type>/{id}/.

輸入參數value必填record_id必填field_name必填record_type必填

版本歷史

12
  1. v1.12.4最新Nov 7, 2026
  2. v1.11.3Nov 5, 2026
  3. v1.11.2Nov 5, 2026
  4. v1.11.1Nov 4, 2026
  5. v1.11.0Nov 3, 2026
  6. v1.10.1Nov 3, 2026
  7. v1.9.0Nov 1, 2026
  8. v1.7.0Oct 31, 2026
  9. v1.6.0Oct 31, 2026
  10. v1.5.2Oct 30, 2026
  11. v1.5.0Oct 30, 2026
  12. v1.0.0Oct 26, 2026

評分

已滿足適用檢查項的 100%

該評分衡量此收錄條目的完整程度，依據註冊中心條目、端點與公開來源計算得出。它不是對伺服器本身的評價，也不表示伺服器安全或目前可用：可連通性是帶日期的檢查結果，評分也不包含安裝量或使用者評價。

  • 近 30 天內可連通必需25 分
  • 已宣告認證方式必需10 分
  • 已列出工具必需15 分
  • 描述必需15 分
  • 圖示10 分
  • 文件15 分
  • 授權條款10 分

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