Cogmento MCP server

Read Cogmento CRM contacts, companies, deals, tasks and cases; create records and complete tasks. Hosted by usefulapi: connect it to Claude, ChatGPT, Cursor or any MCP client.

Connect CogmentoFree 50 tool calls / monthPro $9/mo · $90/yr · pricing30 tools

What can I ask?

Turn on the Cogmento connector, then ask in plain words. The AI picks the tools.

What you can do with Cogmento in Claude and ChatGPT

For small businesses that track companies, deals and tasks in Cogmento CRM.

Review the deal pipeline

The AI totals your deals by pipeline stage, with how many sit at each stage and what they are worth, and lists deals with amounts and close dates.

Keep follow-up tasks on track

The AI lists tasks by due date to find overdue ones, creates follow-up tasks and marks finished tasks complete.

Changes data

Log a new company and deal

The AI checks that the company is not in Cogmento yet, creates it, and opens a new deal.

Changes data

Update a deal

The AI finds the deal in your deal list and changes one field at a time, such as its status or a custom field, using the field names from your templates.

Changes data

Check the account setup

The AI identifies the connected user and reads the account's settings, its number of users, and the fields of each record type, including custom fields.

How do I connect Cogmento?

Before you connect

Patient data: Do not use this server with protected health information (PHI). We do not sign HIPAA Business Associate Agreements (BAAs). See Terms, Health data.

The login page asks for your Cogmento API token.

Find it in Cogmento under Settings → User Manager: the API token of your user. The token acts with that user's permissions. Your token is used only to call the Cogmento API on your behalf; it is never shown to anyone.

Claude claude.ai · Desktop

  1. Open Customize → Connectors, then click + Add → Add custom connector.
  2. Enter the name Cogmento and this URL, then click Add:
    https://cogmento.usefulapi.io/mcp
  3. Claude opens the login page: enter your Cogmento API token.
  4. In a chat, click + → Connectors and turn on Cogmento.

Team and Enterprise: an Owner adds the connector for the organization first.

ChatGPT chatgpt.com

  1. Open Plugins, click +, then Add custom MCP server.
  2. Enter the name Cogmento and this URL, choose OAuth as the authentication, confirm the warning and create it:
    https://cogmento.usefulapi.io/mcp
  3. ChatGPT opens the login page: enter your Cogmento API token.
  4. In Plugins, install Cogmento, then choose it in a chat.

No Add custom MCP server option? It depends on your account or workspace settings: see OpenAI's guide.

Claude Code

Run this command, then run /mcp in Claude Code to log in:

claude mcp add --transport http cogmento https://cogmento.usefulapi.io/mcp

Cursor

Add to Cursor or add this to ~/.cursor/mcp.json:

{
  "mcpServers": {
    "cogmento": {
      "url": "https://cogmento.usefulapi.io/mcp"
    }
  }
}

VS Code

Add to VS Code or add this to .vscode/mcp.json:

{
  "servers": {
    "cogmento": {
      "type": "http",
      "url": "https://cogmento.usefulapi.io/mcp"
    }
  }
}

Codex

Run these commands. The second one opens the login page:

codex mcp add cogmento --url https://cogmento.usefulapi.io/mcp
codex mcp login cogmento

Other clients

Windsurf, Cline, Zed and other MCP clients: add this URL as a remote MCP server (Streamable HTTP). The client then opens the login page in your browser.

https://cogmento.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: the login page asks for your Cogmento API token. If the config has such a header, remove it: some clients then send that header instead of the login token, and every call fails with 401.

Pricing

PlanPriceLimit
Free$050 tool calls / month
Proper account$9/mo · $90/yr10,000 tool calls / month
Pro+per account$39/mo · $390/yr100,000 tool calls / month

Each paid plan covers this Cogmento server only. Ask your AI to run cogmento_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 cogmento_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 cogmento_upgrade before then undoes the cancel. Or write to [email protected].

Tools 30

Show all 30 tools (the AI picks them for you)

Read only · 18

  • Get current usercogmento_get_current_user
    The Cogmento user this API token belongs to: id, name, email, timezone and account id.
  • Get accountcogmento_get_account
    The Cogmento account: name, country, settings, billing plan, trial days left and number of users.
  • Get field templatescogmento_get_templates
    The field definitions (names, labels, types, options) of the account's templates for each record type: contacts, companies, deals, cases, tasks. Use it to learn the custom field names for filters, creates and field updates.
  • List contactscogmento_list_contacts
    List or search contacts (name, email and phone channels, company). Filter on any field, e.g. first_name contains 'Eric'.
  • Get contactcogmento_get_contact
    One full contact record, including its related tasks, cases, calls, events and documents.
  • List companiescogmento_list_companies
    List or search companies (name, website, contacts).
  • Get companycogmento_get_company
    One full company record with its contacts and related records.
  • List dealscogmento_list_deals
    List or search deals (title, amount, close date, assigned users, products).
  • Get dealcogmento_get_deal
    One full deal record with its contacts, products and related records.
  • Get deal pipeline summarycogmento_get_deal_pipeline_summary
    Totals by pipeline stage: how many deals sit at each stage and what they are worth. Optional filters narrow the deals counted.
  • Aggregate deal valuescogmento_aggregate_deals
    Sums and counts deals grouped by a field (default grouping as Cogmento chooses; e.g. field=stage).
  • List deal contact stagescogmento_list_deal_stages
    The account-wide stages a contact can be at within a deal (for example Champion or Decision maker).
  • List taskscogmento_list_tasks
    List or search tasks (title, due date, completion date, assigned users, linked deal/contact/case). Filter e.g. on due_date.
  • Get taskcogmento_get_task
    One task record.
  • List casescogmento_list_cases
    List or search cases (support or project cases: title, close date, assigned users, deal, company).
  • Get casecogmento_get_case
    One case record.
  • List productscogmento_list_products
    List the product catalogue (name, prices) that deals and invoices draw on.
  • List callscogmento_list_calls
    The account's call records, most recent first: logged manual calls and calls placed through the browser dialer.

Changes data · 8

  • Create contactcogmento_create_contact
    WRITE: create a contact. Needs first and last name; email and phone are optional.
  • Create companycogmento_create_company
    WRITE: create a company.
  • Create dealcogmento_create_deal
    WRITE: create a deal.
  • Set a contact's stage in a dealcogmento_set_deal_contact_stage
    WRITE: record where a contact sits in a deal (a stage from cogmento_list_deal_stages). The contact is attached to the deal if it is not already.
  • Create taskcogmento_create_task
    WRITE: create a task.
  • Complete taskcogmento_complete_task
    WRITE: mark a task complete, stamping who completed it and when. A recurring task also gets its next occurrence.
  • Create casecogmento_create_case
    WRITE: create a case.
  • Update one field of a recordcogmento_update_record_field
    WRITE: change a single field of a contact, company, deal, task or case, e.g. a deal's status or a contact's first_name. Custom field names come from cogmento_get_templates. System fields (id, acl, private, timestamps) are refused.

Your usefulapi plan · 4

  • Usage status (free-tier meter)cogmento_usage_status
    Report the caller's current usage: the plan, calls used this month, the limit of the plan (the free monthly cap or the Pro fair use limit), remaining, and whether the limit is reached. Read-only; does not count against the meter.
  • Request a missing featurecogmento_request_feature
    Tell usefulapi that the user needs something the Cogmento tools cannot do yet (a missing tool, field or filter). Call it only when the user asks for something none of the tools can do, and tell the user that you send the request. Do not call it for errors or for normal requests. Do not include personal data, credentials or customer records. Stored with the product name and the client type (for example Claude or Cursor), without the user's account. At most 5 requests per day. Does not count against the meter.
  • Upgrade to Pro or Pro+cogmento_upgrade
    Get a paid plan for Cogmento (the free tier caps monthly usage). Pro: 10,000 tool calls a month, for normal use — plan "monthly" ($9/month) or "yearly" ($90/year, 2 months free). Pro+: 100,000 tool calls a month, for automations and heavy use — plan "plus" ($39/month) or "plus_yearly" ($390/year). Without a plan it returns both Pro and Pro+, each with a payment link, for the user to choose; with a plan, one link. An existing Pro subscription changes to Pro+ in place (needs confirm: true; the price difference for the rest of the period is charged at once). Cancel any time: the plan then runs to the end of the paid period, so it also suits a one-time job. A link opens Stripe Checkout in the browser; after payment the account upgrades automatically. Does not count against the meter.
  • Cancel the Pro subscriptioncogmento_cancel_subscription
    Cancel the caller's Cogmento Pro subscription at the end of the paid period (no refund for the current period; Pro continues until then, then the free tier applies). Requires confirm: true. Run cogmento_upgrade later to undo the cancel before the period ends. Does not count against the meter.

FAQ

What can I do with Cogmento in Claude or ChatGPT?

Review the deal pipeline. Keep follow-up tasks on track. Log a new company and deal. Update a deal. Check the account setup. See what you can do for the details.

Is this an official Cogmento product?

No. usefulapi is an independent service. It is not affiliated with or endorsed by Cogmento. The server calls the Cogmento API with your own Cogmento access, so it sees only the data that your account can see.

Can I use this server with patient data (PHI)?

No. Do not use this server with protected health information (PHI). We do not sign HIPAA Business Associate Agreements (BAAs). See Terms, Health data.

Can I connect Cogmento to Claude or ChatGPT?

Yes. In Claude, add this server's URL as a custom connector. In ChatGPT, add it as a custom MCP server in Plugins. Then log in once. Cursor, VS Code, Claude Code and Codex work too. See the setup steps.

What do I need to connect?

The login page asks for your Cogmento API token. See Before you connect for where to find it.

Do I put my Cogmento key or an Authorization header in the client config?

No. 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: the login page asks for your Cogmento API token. If the config has such a header, remove it: some clients then send that header instead of the login token, and every call fails with 401.

How do you keep my Cogmento credentials?

The login stores them encrypted in the authorization grant of your connection. The server uses them to call the Cogmento API for you and to derive a private account id for usage metering. usefulapi does not show them on any page or in any reply. To stop all access, remove the connector and change or delete these credentials in Cogmento.

Can the AI change my Cogmento data?

Yes, if you approve it. 8 of the 26 Cogmento tools can create or change data. The other 18 are marked read-only. Most MCP clients ask you to approve a tool call before it runs.

What does it cost?

The Free plan gives 50 tool calls / month. Pro costs $9/mo or $90/yr, with 10,000 tool calls / month. Pro+ costs $39/mo or $390/yr, with 100,000 tool calls / month. Each subscription covers this Cogmento server only. Cancel any time: your paid plan then runs to the end of the paid period. Run cogmento_usage_status to see how many calls you used.

How do I subscribe or cancel?

Ask the AI to run cogmento_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+. After you confirm, your existing subscription changes in place, keeps its billing interval and charges the price difference for the rest of the period immediately. To cancel, run cogmento_cancel_subscription. Your paid plan continues to the end of the paid period.

What if a Cogmento tool that I need is missing?

Tell the AI what you wanted to do. It can send the request with cogmento_request_feature. We store the text with the server name, the type of AI client and the tool you tried, not with your account, and read every request when we plan new tools. You can send up to 5 requests per day.

Which AI clients can I use?

Any client that supports remote MCP servers (Streamable HTTP) with OAuth login: Claude (web and desktop), Claude Code, ChatGPT, Codex, Cursor, VS Code, Windsurf and others.

This is a Model Context Protocol endpoint — meant to be connected from an AI client, not opened in a browser. An invalid_token response at the URL is the auth gate working as designed; clients authenticate automatically.

Need a tool this server does not have, or a connection to another system? We build custom integrations and MCP servers.

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