Zomentum MCP by usefulapi

io.usefulapi由 usefulapi.io 發布官方發布者v1.0.0更新於 Nov 8, 2026

Read opportunities, contacts, documents and tasks, and add tasks or comments in Zomentum.

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

託管式 MCP 伺服器，讓助理讀取 Zomentum 銷售資料（商機、銷售流程、客戶、文件、商品目錄與活動），並可建立任務或新增留言。

可以做什麼
  • 列出並檢視商機與銷售流程，包含各階段數量統計
  • 搜尋工作區，讀取客戶公司與聯絡人
  • 讀取報價、提案等文件，並取得短期有效的 PDF 下載連結
  • 瀏覽商品目錄、供應商、團隊成員、標籤與自訂欄位定義
  • 列出銷售活動、任務與會議
  • 建立未完成的銷售任務，或為紀錄新增留言
適用情境
適合在 Zomentum 中進行銷售工作的人：讓助理回答關於銷售流程、交易、客戶、文件與任務的問題，或在不開啟應用的情況下記錄待辦任務與留言。
執行需求
以 URL 方式加入的遠端端點，只需填寫網址；透過 OAuth 使用 Zomentum 帳號登入。首次連線時需提供 Zomentum API 使用者的更新權杖（refresh token），伺服器會依使用者儲存。API 使用者角色需要 Growth 方案或 API Access 附加元件。免費版每月 50 次工具呼叫，付費方案可提高額度。
安裝前請注意
需要提供 Zomentum API 使用者更新權杖，這是長期有效的憑證，會依使用者儲存在伺服器端。有兩個工具會寫入 Zomentum（建立任務、新增留言），使用前應先確認。文件下載連結為簽章且短期有效，只應分享給有權閱讀該文件的人。付費方案透過 Stripe 結帳連結付款，當期費用不予退還。

安裝

在 SourceWeft 中

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

README

Zomentum MCP by usefulapi

Use your Zomentum account from Claude, Cursor, or any MCP client. Read and search sales data, and create tasks and add comments in your Zomentum workspace. Hosted, no local install: connect with your own credentials.

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

Connect

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

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

On first connect you provide a Zomentum API user refresh token. In Grow, open Settings → Users, open the API user, and copy its Refresh Token. The API User role needs the Growth plan or the API Access add-on. The server validates it and stores it per user. No keys go in config files.

Tools

ToolTypeWhat it does
zomentum_list_opportunitiesreadList opportunities
zomentum_get_opportunityreadGet opportunity
zomentum_count_opportunitiesreadCount opportunities by stage
zomentum_list_pipelinesreadList pipelines
zomentum_get_pipelinereadGet pipeline
zomentum_searchreadSearch workspace
zomentum_list_client_companiesreadList client companies
zomentum_get_client_companyreadGet client company
zomentum_list_client_usersreadList contacts
zomentum_get_client_userreadGet contact
zomentum_list_documentsreadList documents
zomentum_get_documentreadGet document
zomentum_get_document_download_urlreadGet document PDF link
zomentum_list_itemsreadList catalog items
zomentum_get_itemreadGet catalog item
zomentum_list_activitiesreadList sales activities
zomentum_list_tasksreadList tasks
zomentum_list_meetingsreadList meetings
zomentum_list_suppliersreadList suppliers
zomentum_list_usersreadList team members
zomentum_get_userreadGet team member
zomentum_list_tagsreadList tags
zomentum_list_custom_fieldsreadList custom fields
zomentum_create_taskwriteCreate task
zomentum_add_commentwriteAdd comment
zomentum_usage_statusmetaUsage status (free-tier meter)
zomentum_request_featuremetaRequest a missing feature
zomentum_upgrademetaUpgrade to Pro or Pro+
zomentum_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 zomentum_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 zomentum_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 zomentum_upgrade before then undoes the cancel. Or write to [email protected].

License

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

來源：servers/zomentum/README.md，提交 0be0869

工具

25

zomentum_list_opportunities

List opportunities

List sales opportunities (deals) with name, stage, value, close date, owner and client company. Optionally limit to one pipeline. Zomentum API: GET /v2/opportunities/.

輸入參數pipeline_idall_pipelines

zomentum_get_opportunity

Get opportunity

Fetch one opportunity with its stage, value, close date, linked contacts, documents and comments. Zomentum API: GET /v2/opportunities/{id}/.

輸入參數id必填

zomentum_count_opportunities

Count opportunities by stage

Count opportunities per pipeline stage, for a pipeline dashboard. Zomentum API: GET /v2/opportunities/count/.

輸入參數pipeline_id

zomentum_list_pipelines

List pipelines

List the sales pipelines and their stages. Use the ids with the opportunity tools. Zomentum API: GET /v2/pipelines/.

無需輸入參數。

zomentum_get_pipeline

Get pipeline

Fetch one pipeline with its stages. Zomentum API: GET /v2/pipelines/{id}/.

輸入參數id必填

zomentum_list_client_companies

List client companies

List client companies (customers and prospects) with market, source, owner and opportunity count. Zomentum API: GET /v2/client/companies/.

輸入參數selected_id

zomentum_get_client_company

Get client company

Fetch one client company with its contacts, opportunities and comments. Zomentum API: GET /v2/client/companies/{id}/.

輸入參數id必填

zomentum_list_client_users

List contacts

List client contacts (people at client companies) with email, phone, job title and company. Zomentum API: GET /v2/client/users/.

輸入參數selected_id

zomentum_get_client_user

Get contact

Fetch one client contact. Zomentum API: GET /v2/client/users/{id}/.

輸入參數id必填

zomentum_list_documents

List documents

List documents (quotes, proposals, orders and similar) with status, number, recipients and linked opportunity. Zomentum API: GET /v2/documents/.

輸入參數selected_id

zomentum_get_document

Get document

Fetch one document with its status, revisions, recipients and signers. Zomentum API: GET /v2/documents/{id}/.

輸入參數id必填

zomentum_get_document_download_url

Get document PDF link

Return a signed, short-lived URL to download one document as PDF. Share it only with people who may read the document. Zomentum API: GET /v2/documents/download_url/{id}/.

輸入參數id必填

zomentum_list_items

List catalog items

List catalog items (products and services) with pricing, category, manufacturer and SKU. Zomentum API: GET /v2/items/.

無需輸入參數。

zomentum_get_item

Get catalog item

Fetch one catalog item with its pricing, optionally in one currency. Zomentum API: GET /v2/items/{id}/.

輸入參數id必填currency

zomentum_list_activities

List sales activities

List all sales activities (tasks, meetings, calls and emails) in the workspace. Zomentum API: GET /v2/activities/.

無需輸入參數。

zomentum_list_tasks

List tasks

List sales tasks with title, due date, priority, completion state and linked record. Zomentum API: GET /v2/activities/sales/task/.

無需輸入參數。

zomentum_list_meetings

List meetings

List sales meetings with title, start and end time, attendees and linked record. Zomentum API: GET /v2/activities/sales/meeting/.

無需輸入參數。

zomentum_list_suppliers

List suppliers

List suppliers with name, email and drop-ship or electronic PO flags. Zomentum API: GET /v2/supplier/.

輸入參數selected_id

zomentum_list_users

List team members

List the team members of the company with email, job title, roles and whether they are disabled. Zomentum API: GET /v2/users/.

無需輸入參數。

zomentum_get_user

Get team member

Fetch one team member with roles and settings. Zomentum API: GET /v2/users/{id}/.

輸入參數id必填

zomentum_list_tags

List tags

List tags with the entity type each tag applies to and its colour. Zomentum API: GET /v2/tags/.

無需輸入參數。

zomentum_list_custom_fields

List custom fields

List the custom field definitions for one entity type, to read custom field ids and dropdown values. Zomentum API: GET /v2/custom/fields/.

輸入參數entity_type必填include_system_fields

zomentum_create_task

Create task

Create an open sales task (not completed), with a due date and an optional link to an opportunity, client company or contact. The author must be a team member id. Zomentum API: POST /v2/activities/sales/task/.

輸入參數title必填priorityauthor_id必填date_time必填entity_idtask_typedescriptionentity_typecollaborator_ids

zomentum_add_comment

Add comment

Add a comment to an opportunity, client company, document or other record. The author must be a team member id. Zomentum API: POST /v2/comments/.

輸入參數body必填pinnedauthor_id必填entity_id必填entity_type必填

版本歷史

1
  1. v1.0.0最新Nov 8, 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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