Virtuous Crm

io.usefulapiv1.0.0更新於 Sep 30, 2026

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

已驗證Streamable HTTP可網頁執行Data & AnalyticsBusiness & Commerce

概覽

AI 產生的概覽

讓助理搜尋 Virtuous CRM 的捐款人、聯絡人、捐款、備註、標籤、專案與活動，並記錄備註、標籤與捐款。

功能
適用於 Virtuous CRM 的託管式 MCP 伺服器。讀取類工具涵蓋全域搜尋、聯絡人、個人、備註、標籤、捐款、專案、活動與自訂查詢。寫入類工具可在聯絡人上記錄備註、為聯絡人加上標籤，以及提交聯絡人或捐款以供匯入。中繼工具用於回報用量與管理訂閱。
適用情境
當助理需要在 Virtuous 中查詢捐款人與聯絡人紀錄、捐款歷史、備註、標籤、專案或活動，或在不開啟 CRM 介面的情況下記錄備註、標籤以及聯絡人或捐款匯入時，適合使用。
執行需求
遠端 streamable HTTP 端點，無需本機安裝。需要 Virtuous 帳號與 Virtuous API 金鑰（設定中的 API Keys），於首次連線時提供並依使用者儲存。需要連線至託管端點的網路存取。
安裝前請注意
寫入類工具會變更 CRM 資料：記錄聯絡人備註、加上聯絡人標籤、提交聯絡人或捐款以供匯入；用戶端應加以確認。Virtuous API 金鑰屬於憑證，由第三方託管方儲存。免費額度為每月 100 次工具呼叫，並提供付費 Pro 升級。

安裝

在 SourceWeft 中

  1. 開啟 儀表板中的 Virtuous Crm，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。

其他 MCP 客戶端

把它新增到你客戶端的 mcpServers 設定中。

{
  "mcpServers": {
    "virtuous-crm": {
      "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

Add to Claude

json
{  "mcpServers": {    "virtuous-crm": {      "url": "https://virtuous-crm.usefulapi.io/mcp"    }  }}

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_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_upgrademetaUpgrade to Pro (unlimited)

read tools are read-only; write tools mutate data (clients should confirm them); meta tools report usage or manage your subscription.

Pricing

PlanPriceLimit
Free$0100 tool calls / month
Pro (per user)$9/mo or $90/yr (2 months free)Unlimited

License

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

來源：servers/virtuous-crm/README.md，提交 1ec23c2

工具

0
工具後設資料尚未被收錄。

版本歷史

1
  1. v1.0.0最新Sep 30, 2026