Virtuous MCP by usefulapi

io.usefulapi由 usefulapi.io 發布官方發布者v1.41.1更新於 Nov 14, 2026

Search donors and contacts, giving history, notes and projects, and log notes, tags and gifts.

發布方自己的服務:Ably MCP by usefulapi

已驗證Streamable HTTP可網頁執行資料與分析商業與電商

概覽

AI 產生的概覽

面向 Virtuous CRM 的託管 MCP 伺服器,讓助理搜尋捐款人與聯絡人、讀取捐款紀錄、備註、標籤、專案與活動,並記錄備註、標籤與捐款。

可以做什麼
  • 搜尋並讀取聯絡人、個人、備註、備註類型、標籤及目前組織
  • 讀取捐款紀錄及某聯絡人的捐款歷程
  • 搜尋並讀取專案與活動,取得查詢選項並執行通用紀錄查詢
  • 為聯絡人記錄備註、為聯絡人加上標籤、提交聯絡人或捐款以供匯入
  • 查看當月用量、提出功能需求,以及管理或取消付費方案
適用情境
適合以 Virtuous 管理資料的非營利募款與捐款人關係團隊,希望助理直接查詢捐款人檔案、捐款歷程或活動報名狀況,或在不切換應用的情況下記錄備註與捐款。
執行需求
僅需以 URL 加入遠端 MCP 端點,無須本機安裝。透過 OAuth 登入,登入頁要求填寫 Virtuous API 金鑰(設定中的 API 金鑰),金鑰經驗證後依使用者儲存。免費方案每月 50 次工具呼叫,付費方案可提高額度。
安裝前請注意
寫入類工具會在 Virtuous 中建立備註、標籤與匯入交易,執行前應先確認。Virtuous API 金鑰於登入時輸入並依使用者儲存。付費方案需付費(Pro 與 Pro+ 按月或按年,經 Stripe Checkout 結帳),升級會立即收取差額,取消後當期不退款。工具呼叫計入每月配額。

安裝

在 SourceWeft 中

  1. 開啟 儀表板中的 Virtuous 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%2Fvirtuous-crm/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": {
    "virtuous-by-usefulapi": {
      "type": "http",
      "url": "https://virtuous-crm.usefulapi.io/mcp"
    }
  }
}

README

Virtuous MCP by usefulapi

Use Virtuous from Claude, Cursor, or any MCP client — search donors, read contacts, giving history, notes, tags, projects and events, run queries, and log notes, tags, contacts and gifts. Hosted, no local install: connect with your own Virtuous credentials.

Live endpoint: https://virtuous-crm.usefulapi.io/mcp · Homepage: https://usefulapi.io/virtuous-crm

Connect

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

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

On first connect you'll provide your Virtuous API key (Settings → API Keys). They're validated, stored per-user, and scoped to you — no keys in config files.

Tools

ToolTypeWhat it does
virtuous_get_current_organizationreadGet the current organization
virtuous_searchreadGlobal search
virtuous_search_contactsreadSearch contacts
virtuous_get_contactreadGet a contact
virtuous_find_contactreadFind a contact by email or reference
virtuous_list_contact_individualsreadList a contact's individuals
virtuous_list_contact_notesreadList a contact's notes
virtuous_list_contact_note_typesreadList contact note types
virtuous_list_contact_tagsreadList a contact's tags
virtuous_list_contact_giftsreadList a contact's gifts
virtuous_get_giftreadGet a gift
virtuous_list_tagsreadList tags
virtuous_search_projectsreadSearch projects
virtuous_get_projectreadGet a project
virtuous_list_eventsreadList events
virtuous_get_query_optionsreadGet query options
virtuous_queryreadQuery records
virtuous_create_contact_notewriteLog a note on a contact
virtuous_add_contact_tagwriteTag a contact
virtuous_create_contact_transactionwriteSubmit a contact for import
virtuous_create_gift_transactionwriteSubmit a gift for import
virtuous_usage_statusmetaUsage status (free-tier meter)
virtuous_request_featuremetaRequest a missing feature
virtuous_upgrademetaUpgrade to Pro or Pro+
virtuous_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 virtuous_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 virtuous_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 virtuous_upgrade before then undoes the cancel. Or write to [email protected].

License

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

來源:servers/virtuous-crm/README.md,提交 f22f848

工具

21

virtuous_get_current_organization

Get the current organization

Fetch the Virtuous organization this API key acts in — its name, time zone and culture, and whether the key's user is an administrator. A cheap way to confirm the key works. Virtuous: GET /api/Organization/Current.

無需輸入參數。

virtuous_search_contacts

Search contacts

Find contacts whose name, email, phone or address fully or partially matches a search string. Returns id, name, contact type, email, phone and address per match. Virtuous: POST /api/Contact/Search.

輸入參數skiptakesearch必填

virtuous_get_contact

Get a contact

Fetch one contact (household, organization, foundation ...) with its address, giving summary (life-to-date, year-to-date, last gift), individuals and their contact methods, and custom fields. Virtuous: GET /api/Contact/{contactId}.

輸入參數contact_id必填

virtuous_find_contact

Find a contact by email or reference

Look up a single contact by email address, or by an external reference (reference source + id, e.g. Stripe customer id). Give either email, or both reference_source and reference_id; if both are given Virtuous prioritises the reference. Virtuous: GET /api/Contact/Find.

輸入參數emailreference_idreference_source

virtuous_list_contact_individuals

List a contact's individuals

List the individuals (people) that belong to a contact/household, with names, birth dates, and their emails and phones (contact methods). Virtuous: GET /api/ContactIndividual/ByContact/{contactId}.

輸入參數contact_id必填

virtuous_list_contact_notes

List a contact's notes

List the notes logged on a contact — calls, meetings, emails and other touchpoints — with type, date, text and author. Virtuous: GET /api/ContactNote/ByContact/{contactId}.

輸入參數skiptakesort_bycontact_id必填descending

virtuous_list_contact_note_types

List contact note types

List the note types this organization accepts on a contact note (e.g. Call, Email, Visit; admins can add custom ones). Call it before virtuous_create_contact_note and pass one of these names as its type. Virtuous: GET /api/ContactNote/Types.

無需輸入參數。

virtuous_list_contact_tags

List a contact's tags

List the tags applied to a contact (contactTagId, tagId, name). Virtuous: GET /api/ContactTag/ByContact/{contactId}.

輸入參數skiptakecontact_id必填

virtuous_list_contact_gifts

List a contact's gifts

List a contact's giving history: gift id, type, date, amount, segment and batch. Use virtuous_get_gift for designations and full detail. Virtuous: GET /api/Gift/ByContact/{contactId}.

輸入參數skiptakesort_bycontact_id必填descending

virtuous_get_gift

Get a gift

Fetch one gift in full: contact, type, date, amount and currency, batch, segment, grant, tribute, receipt date, designations to projects, premiums and custom fields. Virtuous: GET /api/Gift/{giftId}.

輸入參數gift_id必填

virtuous_list_tags

List tags

List the organization's tags (id, name, tag group). Use this to find a tagId before virtuous_add_contact_tag. Virtuous: GET /api/Tag.

輸入參數skiptake

virtuous_search_projects

Search projects

Find projects (funds / designations gifts are given to) by name or code, with their balances, financial need and life-to-date giving. Virtuous: POST /api/Project/Search.

輸入參數skiptakesearch必填

virtuous_get_project

Get a project

Fetch one project: code, type, status, balances, financial need, date range, life-to-date and calendar-year giving and gift/giver counts. Virtuous: GET /api/Project/{projectId}.

輸入參數project_id必填

virtuous_list_events

List events

List the organization's events: name, type, location, start/end, invite and RSVP counts, attendance and total giving. Virtuous: GET /api/Event.

輸入參數skiptake

virtuous_get_query_options

Get query options

List the parameters, their types, allowed operators and value options that virtuous_query accepts for one record type. Call this BEFORE building a query. Virtuous: GET /api/<Resource>/QueryOptions.

輸入參數resource必填

virtuous_query

Query records

Run a Virtuous query-builder query against one record type (contacts, gifts, campaigns, projects, tasks, grants, pledges, recurring gifts, events ...). Conditions use parameter/operator names from virtuous_get_query_options. Returns { list, total }. For Contact and Gift, full_details returns full records instead of the abbreviated view. Virtuous: POST /api/<Resource>/Query.

輸入參數skiptakegroupssort_byresource必填descendingfull_detailsinclude_archived

virtuous_create_contact_note

Log a note on a contact

Add a note to a contact's timeline — a call, meeting, visit or other touchpoint. Writes to the donor record. Get the valid type names from virtuous_list_contact_note_types first. Virtuous: POST /api/ContactNote.

輸入參數note必填typeprivateimportantcontact_id必填time_spentnote_date_time

virtuous_add_contact_tag

Tag a contact

Apply an existing tag to a contact (find the tagId with virtuous_list_tags). Virtuous: POST /api/ContactTag.

輸入參數tag_id必填contact_id必填

virtuous_create_contact_transaction

Submit a contact for import

Submit a new or updated contact through Virtuous's import pipeline (the recommended way to add contacts). It is matched against existing contacts by name, email, phone, address and reference, bundled into an import at midnight, and only committed when a user reviews the import and clicks Run — so nothing is created in real time and no duplicates are forced. Virtuous: POST /api/Contact/Transaction.

輸入參數citynametagsemailphonestatetitlepostalsuffixcountryaddress1address2另有 11 個

virtuous_create_gift_transaction

Submit a gift for import

Record a gift (donation already received) through Virtuous's gift import pipeline — the method Virtuous recommends. The gift is matched to a contact, recurring gift or pledge, held until the nightly import, and only created when a user reviews the import and clicks Run. This records a gift; it does NOT charge anyone. Identify the donor with contact.id, contact.referenceId, or name/email details. Virtuous: POST /api/v2/Gift/Transaction.

輸入參數batchnotesamount必填contact必填segmentfrequencygift_date必填gift_type必填is_privatecheck_numberdesignationsreceipt_date另有 5 個

版本歷史

24
  1. v1.41.1最新Nov 13, 2026
  2. v1.40.0Nov 12, 2026
  3. v1.39.3Nov 11, 2026
  4. v1.38.3Nov 7, 2026
  5. v1.37.3Nov 5, 2026
  6. v1.37.2Nov 5, 2026
  7. v1.37.1Nov 4, 2026
  8. v1.37.0Nov 3, 2026
  9. v1.36.1Nov 3, 2026
  10. v1.35.0Nov 1, 2026
  11. v1.33.0Oct 31, 2026
  12. v1.32.0Oct 31, 2026
  13. v1.31.2Oct 30, 2026
  14. v1.31.0Oct 30, 2026
  15. v1.25.0Oct 26, 2026
  16. v1.22.4Oct 25, 2026
  17. v1.22.1Oct 25, 2026
  18. v1.21.0Oct 24, 2026
  19. v1.18.0Oct 23, 2026
  20. v1.16.4Oct 22, 2026
  21. v1.16.3Oct 21, 2026
  22. v1.11.1Oct 9, 2026
  23. v1.10.0Oct 9, 2026
  24. v1.0.0Sep 30, 2026

評分

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  • 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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