Sellsy MCP by usefulapi

io.usefulapi由 usefulapi.io 發布官方發布者v1.14.4更新於 Nov 7, 2026

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

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金融商業與電商

概覽

AI 產生的概覽

託管型 MCP 伺服器,讓助理搜尋與讀取 Sellsy 的公司、聯絡人、商機、發票、訂單與任務等 CRM 資料,並可建立少量記錄。

可以做什麼
  • 一次呼叫即可跨所有 Sellsy 記錄類型搜尋,或分頁列出並搜尋公司、個人與聯絡人及其詳細資料和關聯。
  • 檢視銷售商機、銷售流程與流程階段,包括狀態、金額、負責人和到期日。
  • 查詢報價單、發票、訂單、貸項通知單與付款,含明細列、金額以及未付、逾期等狀態。
  • 瀏覽產品目錄項目、任務與任務標籤、員工成員,以及掛在記錄上的留言或備註。
  • 建立公司、個人、聯絡人、商機、留言和任務,並把商機移到其他流程階段。
  • 查看當月用量、提出缺少的功能需求,以及管理或取消付費方案。
適用情境
適合在 Sellsy 中工作、希望助理直接回答客戶、銷售流程、報價與應收帳款問題,或代為草擬新記錄的情境。也適合定期彙報逾期發票與未結商機,以及輕量資料輸入。
執行需求
以 URL 方式加入的遠端 MCP 端點,不需 API 金鑰或 Authorization 標頭。登入使用 OAuth,登入頁會要求填寫 Sellsy 憑證。需要 Sellsy 帳號;免費額度為每月 50 次工具呼叫,更多用量需付費方案。
安裝前請注意
寫入類工具會建立公司、個人、聯絡人、商機、留言和任務,並移動商機階段,執行前應先確認。中繼工具可透過付款連結開通付費訂閱並取消訂閱,當期不退款。你的 Sellsy 資料會經過第三方託管服務,用量按帳號計算。

安裝

在 SourceWeft 中

  1. 開啟 儀表板中的 Sellsy 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%2Fsellsy/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": {
    "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

來源: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.

輸入參數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.

輸入參數embedfieldlimitorderoffsetfiltersdirection

sellsy_get_company

Get a company

Get one company by id. Needs companies.read.

輸入參數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.

輸入參數limitoffsetcompany_id必填

sellsy_list_individuals

List individuals

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

輸入參數embedfieldlimitorderoffsetdirection

sellsy_search_individuals

Search individuals

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

輸入參數embedfieldlimitorderoffsetfiltersdirection

sellsy_get_individual

Get an individual

Get one individual by id. Needs individuals.read.

輸入參數id必填embedfield

sellsy_list_contacts

List contacts

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

輸入參數embedfieldlimitorderoffsetdirection

sellsy_search_contacts

Search contacts

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

輸入參數embedfieldlimitorderoffsetfiltersdirection

sellsy_get_contact

Get a contact

Get one contact by id. Needs contacts.read.

輸入參數id必填embedfield

sellsy_list_opportunities

List opportunities

List sales opportunities with paging. Needs opportunities.read.

輸入參數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.

輸入參數embedfieldlimitorderoffsetfiltersdirection

sellsy_get_opportunity

Get an opportunity

Get one opportunity by id. Needs opportunities.read.

輸入參數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.

輸入參數limitoffset

sellsy_list_pipeline_steps

List the steps of a pipeline

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

輸入參數limitoffsetpipeline_id必填

sellsy_list_estimates

List estimates

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

輸入參數embedfieldlimitorderoffsetdirection

sellsy_search_estimates

Search estimates

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

輸入參數embedfieldlimitorderoffsetfiltersdirection

sellsy_get_estimate

Get an estimate

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

輸入參數id必填embedfield

sellsy_list_invoices

List invoices

List invoices with paging. Needs invoices.read.

輸入參數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.

輸入參數embedfieldlimitorderoffsetfiltersdirection

sellsy_get_invoice

Get an invoice

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

輸入參數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.

輸入參數limitoffsetinvoice_id必填

sellsy_list_orders

List orders

List orders with paging. Needs orders.read.

輸入參數embedfieldlimitorderoffsetdirection

sellsy_search_orders

Search orders

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

輸入參數embedfieldlimitorderoffsetfiltersdirection

sellsy_get_order

Get an order

Get one order by id. Needs orders.read.

輸入參數id必填embedfield

sellsy_list_credit_notes

List credit notes

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

輸入參數embedfieldlimitorderoffsetdirection

sellsy_get_credit_note

Get a credit note

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

輸入參數id必填embedfield

sellsy_list_items

List items

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

輸入參數embedfieldlimitorderoffsetdirection

sellsy_search_items

Search items

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

輸入參數embedfieldlimitorderoffsetfiltersdirection

sellsy_get_item

Get an item

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

輸入參數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.

輸入參數embedfieldlimitorderoffsetfiltersdirection

sellsy_list_tasks

List tasks

List tasks with paging. Needs tasks.read.

輸入參數embedfieldlimitorderoffsetdirection

sellsy_search_tasks

Search tasks

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

輸入參數embedfieldlimitorderoffsetfiltersdirection

sellsy_get_task

Get a task

Get one task by id. Needs tasks.read.

輸入參數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.

輸入參數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.

輸入參數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.

輸入參數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.

輸入參數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.

輸入參數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.

輸入參數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.

輸入參數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.

輸入參數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.

輸入參數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.

輸入參數titledue_date必填label_id必填owner_idpriorityis_privaterelated_iddescriptionrelated_typeassigned_staff_ids

版本歷史

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

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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