webCRM MCP by usefulapi

io.usefulapi由 usefulapi.io 發布官方發布者v1.3.4更新於 Nov 7, 2026

Search persons; read organisations and opportunities; create activities and notes in webCRM.

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

託管的 webCRM 連接器，讓助理搜尋與讀取聯絡人、公司、銷售機會、活動與支援案件，並可建立活動和備註。

可以做什麼
  • 搜尋並讀取聯絡人（人員）、公司及其詳細資料
  • 列出並讀取銷售機會、銷售流程與流程階段，以及產品目錄
  • 列出並讀取活動、活動備註、事件，以及依日期查詢的會議
  • 列出並讀取支援案件和 webCRM 使用者
  • 描述實體欄位，包括自訂欄位
  • 建立活動並為既有活動新增備註
適用情境
適合讓助理依據 webCRM 帳戶回答問題，例如某個流程階段有哪些銷售機會及各自負責人、某聯絡人的公司與近期活動、本週新開的支援案件；也適合把通話、會議或備註記錄回 CRM。
執行需求
遠端 MCP 端點，無需本機安裝。透過 OAuth 登入；首次連線時需提供 webCRM 應用程式權杖（在設定、整合、API、REST 下建立的 GUID），伺服器會依使用者儲存。用戶端設定不需 API 金鑰或 Authorization 標頭。需要 webCRM 帳戶。
安裝前請注意
有兩個寫入工具：建立活動與新增活動備註，執行前應先確認。伺服器會依使用者儲存你的 webCRM 應用程式權杖。用量受限：免費方案每月 50 次工具呼叫；付費方案透過升級工具回傳的 Stripe 結帳連結付款，取消時當期不退費。中繼工具可開通或取消訂閱。

安裝

在 SourceWeft 中

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

README

webCRM MCP by usefulapi

Use your webCRM account from Claude, Cursor, or any MCP client. Searches and reads persons, organisations, opportunities, activities and support cases, and creates activities and notes. Hosted, no local install: connect with your own credentials.

Live endpoint: https://webcrm.usefulapi.io/mcp · Homepage: https://usefulapi.io

Connect

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

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

On first connect you provide a webCRM application token (a GUID; created under Configuration → Integration → API → REST). The server validates it and stores it per user. No keys go in config files.

Tools

ToolTypeWhat it does
webcrm_search_personsreadSearch persons
webcrm_list_personsreadList persons
webcrm_get_personreadGet person
webcrm_list_organisationsreadList organisations
webcrm_get_organisationreadGet organisation
webcrm_list_opportunitiesreadList opportunities
webcrm_get_opportunityreadGet opportunity
webcrm_list_opportunities_by_pipeline_levelreadList opportunities by pipeline level
webcrm_list_activitiesreadList activities
webcrm_get_activityreadGet activity
webcrm_list_activity_notesreadList activity notes
webcrm_create_activitywriteCreate activity
webcrm_add_activity_notewriteAdd activity note
webcrm_list_eventsreadList events
webcrm_list_meetingsreadList meetings
webcrm_list_support_casesreadList support cases
webcrm_get_support_casereadGet support case
webcrm_list_usersreadList users
webcrm_list_pipelinesreadList pipelines
webcrm_list_productsreadList products
webcrm_get_field_metadatareadGet field metadata
webcrm_usage_statusmetaUsage status (free-tier meter)
webcrm_request_featuremetaRequest a missing feature
webcrm_upgrademetaUpgrade to Pro or Pro+
webcrm_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 webcrm_upgrade (it returns a Stripe Checkout link). Cancel any time with webcrm_cancel_subscription: Pro continues to the end of the paid period, with no refund for the current period, and running webcrm_upgrade before then undoes the cancel. Or write to [email protected].

License

MIT — see LICENSE. Documentation only; the server is hosted.

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

工具

21

webcrm_search_persons

Search persons

Search persons (contacts) by free text such as a name, e-mail or phone. GET /Persons/Search.

輸入參數pagesizeinput必填sort_order

webcrm_list_persons

List persons

List persons (contacts), one page at a time. Use webcrm_search_persons to find one. GET /Persons.

輸入參數pagesizesort_order

webcrm_get_person

Get person

Get one person (contact) by id. GET /Persons/{id}.

輸入參數id必填

webcrm_list_organisations

List organisations

List organisations (companies), one page at a time. GET /Organisations.

輸入參數pagesizesort_order

webcrm_get_organisation

Get organisation

Get one organisation (company) by id. GET /Organisations/{id}.

輸入參數id必填

webcrm_list_opportunities

List opportunities

List sales opportunities, one page at a time. GET /Opportunities.

輸入參數pagesizesort_order

webcrm_get_opportunity

Get opportunity

Get one sales opportunity by id. GET /Opportunities/{id}.

輸入參數id必填

webcrm_list_opportunities_by_pipeline_level

List opportunities by pipeline level

List opportunities at one pipeline level (use webcrm_list_pipelines for the level ids). GET /Opportunities/ByPipelineLevel/{pipelineLevel}.

輸入參數pagesizesort_orderpipeline_level必填

webcrm_list_activities

List activities

List activities (tasks, calls and meetings), one page at a time. GET /Activities.

輸入參數pagesizesort_order

webcrm_get_activity

Get activity

Get one activity by id. GET /Activities/{id}.

輸入參數id必填

webcrm_list_activity_notes

List activity notes

List the notes (history) of one activity. GET /Activities/{id}/Notes.

輸入參數id必填pagesizesort_order

webcrm_create_activity

Create activity

Create a new activity (task, call or meeting) on a person, organisation or opportunity. POST /Activities. Creates a record: no existing data is changed.

輸入參數notetypestatusall_daydate_timeperson_iddescriptionopportunity_idorganisation_idassigned_to_user_id

webcrm_add_activity_note

Add activity note

Add a note to an existing activity. POST /Activities/{id}/Notes. Creates a note: no existing note is changed.

輸入參數id必填comment必填

webcrm_list_events

List events

List events, one page at a time. GET /Events.

輸入參數pagesizesort_order

webcrm_list_meetings

List meetings

List meetings between two dates, optionally for one user. GET /Meetings.

輸入參數to必填from必填pagesizeuser_idinclude_recurring

webcrm_list_support_cases

List support cases

List support cases, one page at a time. GET /SupportCases.

輸入參數pagesizesort_order

webcrm_get_support_case

Get support case

Get one support case by id. GET /SupportCases/{id}.

輸入參數id必填

webcrm_list_users

List users

List webCRM users (sales and service staff), one page at a time. GET /Users.

輸入參數pagesizesort_order

webcrm_list_pipelines

List pipelines

List the sales pipelines and their levels. GET /Pipelines.

無需輸入參數。

webcrm_list_products

List products

List products (catalogue items), one page at a time. GET /Products.

輸入參數pagesizesort_order

webcrm_get_field_metadata

Get field metadata

Describe the fields of one or more entity types, including custom fields. GET /FieldsMetadata/{entityTypes}.

輸入參數entity_types必填

版本歷史

7
  1. v1.3.4最新Nov 7, 2026
  2. v1.2.3Nov 5, 2026
  3. v1.2.2Nov 5, 2026
  4. v1.2.1Nov 4, 2026
  5. v1.2.0Nov 3, 2026
  6. v1.1.1Nov 3, 2026
  7. v1.0.0Nov 1, 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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