Getfly CRM MCP server

MCP server for Getfly CRM — customers, opportunities, orders, tickets and tasks. Hosted by usefulapi: connect it to Claude, ChatGPT, Cursor or any MCP client.

Connect Getfly CRMFree 50 tool calls / monthPro $9/mo · $90/yr · pricing33 tools

What can I ask?

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

Which customers were added to Getfly CRM this week?
Show the open opportunities in my main sales campaign and their stages.
List my sales orders from last month that are still unpaid.
Create a task for Linh to call customer KH/2025/000123 tomorrow.

What you can do with Getfly CRM in Claude and ChatGPT

For sales and support teams with Getfly CRM API access.

Review sales opportunities

List opportunities in a campaign and inspect their current stages and discussion comments.

Find unpaid sales orders

List sales orders for the requested period and inspect payment status, amounts and line items.

Create a requested follow-up task

Find the customer and intended assignee, then create a follow-up task when requested. Getfly may notify the assignee.

Changes data

Move an opportunity to another stage

Check the opportunity and available campaign stages, then move it to the requested stage.

Changes data

How do I connect Getfly CRM?

Before you connect

The login page asks for your Getfly CRM address and Getfly API key.

Your address is the part before .getflycrm.com. An admin finds the API key in Getfly CRM → Settings → Integration → Other software integration → Getfly API Key. Use a dedicated integration key where your account permits it. Requested customer, contact, opportunity, order, ticket and task data passes to your chosen AI client and its LLM provider. When requested, tools can create or update customer records, create opportunities or change their stages and comments, create tickets and create or complete tasks. Getfly may notify assigned users or followers. Disable or regenerate the API key in Getfly to stop vendor access; regenerating the company key also disconnects its other integrations. Billing follows the verified Getfly company address; rotating its key keeps that identity.

Claude claude.ai · Desktop

Open Customize → Connectors, then click + Add → Add custom connector.
Enter the name Getfly CRM and this URL, then click Add:
https://getfly-crm.usefulapi.io/mcp
Claude opens the login page: enter your Getfly CRM address and Getfly API key.
In a chat, click + → Connectors and turn on Getfly CRM.

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

ChatGPT chatgpt.com

Open Plugins, click +, then Add custom MCP server.
Enter the name Getfly CRM and this URL, choose OAuth as the authentication, confirm the warning and create it:
https://getfly-crm.usefulapi.io/mcp
ChatGPT opens the login page: enter your Getfly CRM address and Getfly API key.
In Plugins, install Getfly CRM, 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 getfly-crm https://getfly-crm.usefulapi.io/mcp

Cursor

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

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

VS Code

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

{
  "servers": {
    "getfly-crm": {
      "type": "http",
      "url": "https://getfly-crm.usefulapi.io/mcp"
    }
  }
}

Codex

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

codex mcp add getfly-crm --url https://getfly-crm.usefulapi.io/mcp

codex mcp login getfly-crm

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://getfly-crm.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 Getfly CRM address and Getfly API key. 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

Plan	Price	Limit
Free	$0	50 tool calls / month
Proper Getfly company	$9/mo · $90/yr	10,000 tool calls / month
Pro+per Getfly company	$39/mo · $390/yr	100,000 tool calls / month

Each paid plan covers this Getfly CRM server only. Ask your AI to run getfly_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 getfly_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 getfly_upgrade before then undoes the cancel. Or write to [email protected].

Tools 33

Show all 33 tools (the AI picks them for you)

Read only · 21

List usersgetfly_list_users
List the Getfly CRM users (employees): user id, name, department, email, phone. Use the user_name (login name) for the recipient/manager arguments of the create tools. Filters: user_id, contact_name, email, contact_mobile, valid (1 = active users).
Get usergetfly_get_user
One user by id or by login name (exactly one of user_id and user_username).
List customersgetfly_list_accounts
List customers (accounts, i.e. companies or individuals) with code, name, phone, email, address, type, source, relationship, manager, total revenue and contacts. Filters: id, account_code, account_name, phone_office, email, account_type, account_source, relation_id, industry, billing_address_street, created_at, updated_at (gte/lte/between), account_manager (user id), sale_order_status. Newest first.
Get customergetfly_get_account
One customer by its customer code (account_code, e.g. KH/2025/000001): full profile with contacts, custom fields, type, source, industry, manager and revenue.
List campaignsgetfly_list_campaigns
List sales campaigns (opportunity pipelines): campaign code and name, responsible user, lock state, related users and the pipeline stages (status ids and names).
Get campaign stagesgetfly_get_campaign_stages
The pipeline stages of one campaign (status id, name and how many opportunities are in each). Pass exactly one of campaign_id and campaign_code.
List opportunitiesgetfly_list_opportunities
List sales opportunities (deals in a campaign pipeline) with code, name, stage, probability, handler, customer and campaign. Filter by campaign with the campaign_code argument.
Get opportunitygetfly_get_opportunity
One opportunity by its code (e.g. CH2284): stage, probability, handler, customer and campaign.
List opportunity commentsgetfly_list_opportunity_comments
The discussion (comments) on an opportunity: author, text and time.
List productsgetfly_list_products
List products and services with code, name, category, unit, retail/wholesale/online price, sale price, VAT and dates.
Get productgetfly_get_product
One product by its code (e.g. SP.00192): prices, unit, category, VAT, variants and custom fields.
List sales ordersgetfly_list_sale_orders
List sales orders with code, customer, amounts, discount, VAT, status, payment status, assigned user and line items. Filters: id, order_date, created_at, updated_at (eq, gte, lte, between). Newest first.
Get sales ordergetfly_get_sale_order
One sales order by its order code: status, payment status, amounts, customer, line items, shipping info and custom fields. Add payment_periods to fields to include the payment schedule.
List support ticketsgetfly_list_tickets
List support tickets with code, title, content, category, customer and custom fields.
Get support ticketgetfly_get_ticket
One support ticket by its ticket code.
List ticket commentsgetfly_list_ticket_comments
The discussion (comments) on a support ticket: author, text and time.
List ticket categoriesgetfly_list_ticket_categories
The support ticket categories (id and name). Use a name as cate_name when creating a ticket.
List ticket statusesgetfly_list_ticket_statuses
The support ticket statuses (id and name). Use a name as status_name when creating a ticket.
List tasksgetfly_list_tasks
List tasks with code, name, start/end time, status, progress, assignee, project and related customers.
Get taskgetfly_get_task
One task by its task code: status, progress, assignee, project, dates and custom fields.
List fundsgetfly_list_funds
List the cash/bank funds (accounts for receipts and payments) with id, name, parent, level and financial account.

Changes data · 8

Create customergetfly_create_account
WRITE: Create a new customer (account) in Getfly CRM. The customer code must be unique (leave it out to let Getfly generate one). Type, source, industry, relationship, country, province, district and ward are given by NAME and must match the names configured in Getfly. Optionally adds one primary contact. Creating records may trigger the workflows and notifications set up in the CRM.
Update customergetfly_update_account
WRITE: Update fields of an existing customer, found by its current customer code. Send only the fields to change. Names (relationship, country, province...) must match those configured in Getfly. Contacts and the type/source/industry lists are not editable here.
Create opportunitygetfly_create_opportunity
WRITE: Create a sales opportunity in a campaign for a customer and assign it to a user. Creates (or links) the customer and contact from the details given. The assigned user and the campaign rules may be notified by Getfly.
Move opportunity to a pipeline stagegetfly_move_opportunity_stage
WRITE: Move an opportunity to another stage of its campaign pipeline, without changing anything else. Identify the opportunity by code (or id) and the campaign by code (or id); the new stage by name (or status id) from getfly_get_campaign_stages. Won/lost/cancelled results are not set here.
Add opportunity commentgetfly_add_opportunity_comment
WRITE: Post a comment in the discussion of an opportunity, as the given user. Other users following the opportunity may be notified.
Create support ticketgetfly_create_ticket
WRITE: Create a support ticket, optionally for a customer. Category and status are given by NAME and must match the names configured in Getfly (getfly_list_ticket_categories, getfly_list_ticket_statuses). The content may contain HTML. Getfly may notify the support team.
Create taskgetfly_create_task
WRITE: Create a task, optionally in a project, assigned to a user and linked to a customer. Project and task type are given by NAME and must exist in Getfly; users by login name. The assignee may be notified by Getfly.
Complete taskgetfly_complete_task
WRITE: Mark a task as completed, by its task code.

Your usefulapi plan · 4

Usage status (free-tier meter)getfly_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 featuregetfly_request_feature
Tell usefulapi that the user needs something the Getfly CRM 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+getfly_upgrade
Get a paid plan for Getfly CRM (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 subscriptiongetfly_cancel_subscription
Cancel the caller's Getfly CRM 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 getfly_upgrade later to undo the cancel before the period ends. Does not count against the meter.

FAQ

What can I do with Getfly CRM in Claude or ChatGPT?

Review sales opportunities. Find unpaid sales orders. Create a requested follow-up task. Move an opportunity to another stage. See what you can do for the details.

Is this an official Getfly CRM product?

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

Can I connect Getfly CRM 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 Getfly CRM address and Getfly API key. See Before you connect for where to find them.

Do I put my Getfly CRM 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 Getfly CRM address and Getfly API key. 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 Getfly CRM credentials?

The login stores them encrypted in the authorization grant of your connection. The server uses them to call the Getfly CRM 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 Getfly CRM.

Can the AI change my Getfly CRM data?

Yes, if you approve it. 8 of the 29 Getfly CRM tools can create or change data. The other 21 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 Getfly CRM server only. Cancel any time: your paid plan then runs to the end of the paid period. Run getfly_usage_status to see how many calls you used.

How do I subscribe or cancel?

Ask the AI to run getfly_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 getfly_cancel_subscription. Your paid plan continues to the end of the paid period.

What if a Getfly CRM tool that I need is missing?

Tell the AI what you wanted to do. It can send the request with getfly_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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