SuiteDash MCP by usefulapi

io.usefulapi由 usefulapi.io 發布官方發布者v1.17.4更新於 Nov 7, 2026

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

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

SuiteDash CRM 的託管 MCP 伺服器:讓助理讀取與更新聯絡人、公司和專案,並建立潛在客戶與客戶。

可以做什麼
  • 列出並取得聯絡人與公司,含篩選、標籤、地址和自訂欄位
  • 檢視帳戶的聯絡人、公司和專案欄位結構,包括自訂欄位 UID
  • 建立與更新聯絡人及公司,可連結公司並寄送入口邀請信
  • 列出並取得專案及其客戶、團隊與經濟效益資訊,更新專案欄位
  • 依電子郵件將人員訂閱到行銷受眾,並列出 Worlds 客戶分組
  • 查看當月用量、提出功能需求,以及升級或取消付費方案
適用情境
適合在 SuiteDash 中工作、希望助理代為查詢 CRM 紀錄、草擬或直接修改聯絡人與公司、檢視專案細節,或把人員加入行銷受眾而不必切換應用程式的情境。
執行需求
透過 streamable HTTP 連線的遠端端點,不需在本機安裝套件。以 OAuth 登入,登入頁會要求填寫 SuiteDash 憑證。首次連線時需提供 SuiteDash Secure API 的 Public ID 與 Secret Key(位於 Integrations → Secure API)。免費方案每月 50 次工具呼叫;付費方案依使用者計費。
安裝前請注意
多個工具會寫入資料:建立與更新聯絡人、公司,更新專案,以及將人員訂閱到行銷受眾,後者可能對真實人員觸發行銷活動或自動化流程。歡迎信選項會向聯絡人寄送入口邀請。更新時傳入的標籤與自訂欄位會取代原有值。此服務由第三方託管,會接收你的 SuiteDash API 憑證與 CRM 資料。付費方案需付費,透過結帳連結完成訂閱。

安裝

在 SourceWeft 中

  1. 開啟 儀表板中的 SuiteDash 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%2Fsuitedash/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": {
    "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.

來源: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.

輸入參數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}.

輸入參數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.

無需輸入參數。

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.

輸入參數role必填tagsemailphonetitleaddresswebsitelast_name必填first_name必填name_prefixcompany_namecustom_fields另有 3 個

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}.

輸入參數tagsemailphonetitleaddresswebsitelast_namefirst_namehome_emailhome_phoneidentifier必填shop_phone另有 8 個

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.

輸入參數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}.

輸入參數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.

無需輸入參數。

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.

輸入參數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}.

輸入參數nametagsphoneaddresswebsitecategoryhome_phoneidentifier必填shop_phonework_phonebackground_infopublic_custom_fields另有 1 個

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.

輸入參數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}.

輸入參數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.

無需輸入參數。

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}.

輸入參數namelookupstatusdue_timeend_dateidentifierstart_datebusiness_sectorestimated_valueinfo_descriptioninfo_title_clientproject_custom_fields另有 2 個

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.

輸入參數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.

輸入參數pageorder_by

版本歷史

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

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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