Vtiger MCP by usefulapi

io.usefulapi由 usefulapi.io 發布官方發布者v1.13.4更新於 Nov 7, 2026

Search, read, create and update Vtiger CRM leads, contacts, deals, cases and more; tag 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商業與電商

概覽

AI 產生的概覽

面向 Vtiger CRM 的遠端 MCP 伺服器，讓助理搜尋、讀取、建立和更新潛在客戶、聯絡人、商機與案件，並為記錄加上標籤。

可以做什麼
  • 檢視目前連線的 Vtiger 使用者、可存取的模組、模組欄位與相關模組
  • 列出、計數、查詢與取得記錄，並提供唯讀 SELECT 查詢工具
  • 依完整電子郵件地址或電話號碼尋找記錄
  • 讀取某筆記錄的標籤
  • 建立記錄、更新指定欄位、加入標籤（寫入類工具）
  • 查看用量、提出功能需求、升級或取消訂閱（中繼類工具）
適用情境
適合讓助理回答 CRM 資料問題，例如熱門潛在客戶、未結商機或案件數量，也適合在聊天用戶端中新增與更新 CRM 記錄，而不必自行開發整合。
執行需求
遠端 streamable HTTP 端點；只需加入 URL，不要加 API key 或 Authorization 標頭。登入採用 OAuth，登入頁面要求填寫 Vtiger CRM 位址、使用者名稱與 Access Key，並依使用者儲存。免費方案每月 50 次工具呼叫，付費方案可提高上限。
安裝前請注意
寫入類工具會在实际 CRM 中建立記錄、修改欄位與加入標籤，伺服器要求使用者執行前確認。Vtiger 位址、使用者名稱與 Access Key 於登入時輸入，並由第三方託管者儲存。付費方案透過 Stripe 結帳連結付款，取消後當期不退款。

安裝

在 SourceWeft 中

  1. 開啟 儀表板中的 Vtiger 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%2Fvtiger/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": {
    "vtiger-by-usefulapi": {
      "type": "http",
      "url": "https://vtiger.usefulapi.io/mcp"
    }
  }
}

README

Vtiger MCP by usefulapi

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

Connect

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

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

On first connect you will enter your Vtiger CRM address, your username and your Access Key. They are validated, stored per-user, and scoped to you. No keys in config files.

Tools

ToolTypeWhat it does
vtiger_get_mereadGet the connected user
vtiger_list_modulesreadList modules
vtiger_describe_modulereadDescribe a module
vtiger_list_recordsreadList or search records
vtiger_count_recordsreadCount records
vtiger_queryreadRun a SELECT query
vtiger_get_recordreadGet a record
vtiger_lookupreadFind records by email or phone
vtiger_list_related_modulesreadList related modules
vtiger_get_tagsreadGet a record's tags
vtiger_create_recordwriteCreate a record
vtiger_update_recordwriteUpdate fields of a record
vtiger_add_tagswriteAdd tags to a record
vtiger_usage_statusmetaUsage status (free-tier meter)
vtiger_request_featuremetaRequest a missing feature
vtiger_upgrademetaUpgrade to Pro or Pro+
vtiger_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 vtiger_upgrade (it returns a Stripe Checkout link). Cancel any time with vtiger_cancel_subscription: Pro continues to the end of the paid period, with no refund for the current period, and running vtiger_upgrade before then undoes the cancel. Or write to [email protected].

License

MIT

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

工具

13

vtiger_get_me

Get the connected user

The Vtiger user the credentials belong to (id, user name, name, email). GET /me.

無需輸入參數。

vtiger_list_modules

List modules

The CRM modules this user can access (Leads, Contacts, Accounts, Potentials, Cases, ...) with label and whether each holds records. GET /listtypes.

無需輸入參數。

vtiger_describe_module

Describe a module

A module's fields (name, label, type, mandatory, editable, reference targets, picklist values) and whether it can be created, updated or deleted. Read this before creating or filtering. GET /describe?elementType=<module>.

輸入參數module必填

vtiger_list_records

List or search records

Records of one module, optionally filtered (all filters AND-ed), sorted and paged. Builds a SELECT for GET /query. The vendor returns at most 100 records per call; pass next_offset as offset for the next page. Name the fields you need: a full record has 100+ fields.

輸入參數limitfieldsmodule必填offsetfiltersorder_bydescending

vtiger_count_records

Count records

How many records of a module match the filters (same filters as vtiger_list_records). GET /query with count(*).

輸入參數module必填filters

vtiger_query

Run a SELECT query

Run your own read-only query: SELECT <fields|*|count(*)> FROM <Module> [WHERE ...] [ORDER BY ...] [LIMIT offset,count]. One module only, no joins, no grouping brackets; at most 100 records per call. Only SELECT is accepted. GET /query.

輸入參數query必填

vtiger_get_record

Get a record

One record with all its fields, by id (for example 4x2063). GET /retrieve?id=<id>.

輸入參數id必填

vtiger_lookup

Find records by email or phone

Find records in one or more modules by an exact email address or phone number. GET /lookup.

輸入參數type必填value必填modules

vtiger_get_tags

Get a record's tags

The tags on one record. GET /tags_retrieve?id=<id>.

輸入參數id必填

vtiger_create_record

Create a record

WRITE: create one record in a module (a lead, contact, account, deal, case, ...). Send every mandatory field (vtiger_describe_module lists them; assigned_user_id is usually mandatory, use the id from vtiger_get_me). Returns the new record. POST /create. Not retried.

輸入參數fields必填module必填

vtiger_update_record

Update fields of a record

WRITE: change only the named fields of an existing record (the vendor's revise call; other fields stay as they are). Returns the updated record. POST /revise. Not retried.

輸入參數id必填fields必填

vtiger_add_tags

Add tags to a record

WRITE: add tags to one record (existing tags stay). POST /tags_add. Not retried.

輸入參數id必填tags必填

版本歷史

12
  1. v1.13.4最新Nov 7, 2026
  2. v1.12.3Nov 5, 2026
  3. v1.12.2Nov 5, 2026
  4. v1.12.1Nov 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. v1.0.0Oct 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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