Search Neon CRM accounts, donations, memberships and events; create accounts and activities. Hosted by usefulapi — connect from Claude, ChatGPT, Cursor, or any MCP client.
Team and Enterprise: an Owner adds the connector for the organization first.
Run this command, then run /mcp in Claude Code to log in:
Add to Cursor or add this to ~/.cursor/mcp.json:
{
"mcpServers": {
"neon-crm": {
"url": "https://neon-crm.usefulapi.io/mcp"
}
}
}Add to VS Code or add this to .vscode/mcp.json:
{
"servers": {
"neon-crm": {
"type": "http",
"url": "https://neon-crm.usefulapi.io/mcp"
}
}
}No Add custom MCP server option? It depends on your account or workspace settings: see OpenAI's guide.
Run these commands. The second one opens the login page:
Other MCP clients (Windsurf, Cline, Zed and more): add the URL as a remote MCP server (Streamable HTTP). The client then opens the login page in your browser. Do not add an Authorization header: see Before you connect.
The login page asks for your Organization ID, API key and Instance type.
Organization ID: Neon CRM → Settings → Organization Profile. API key: Neon CRM → Settings → User Management → open a user → enable API Access and copy the key (the key inherits that user’s permissions). Your credentials are used only to call the Neon CRM API on your behalf and to derive a private account id; they are never shown to anyone.
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 Organization ID, API key and Instance type. 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.
Turn on the Neon CRM connector, then ask in plain words. The AI picks the tools.
| Tool | Type | What it does |
|---|---|---|
neon_get_organization_profile | read | Get the organization profile Fetch the Neon CRM organization these credentials belong to — its name, org ID and app URL. A cheap way to confirm the org ID and API key work. Neon: GET /properties/organizationProfile. |
neon_list_accounts | read | List accounts List constituent accounts (individuals and companies), optionally filtered by email, first or last name, or type. Returns accountId, names, email and userType. For richer queries use neon_search. Neon: GET /accounts. |
neon_get_account | read | Get one account Fetch one account in full — returned as individualAccount or companyAccount with its primary contact, addresses, consent, custom fields, current membership status and timestamps. Neon: GET /accounts/{id}. |
neon_list_search_fields | read | List search or output fields Discover the field names neon_search accepts for a resource: kind=searchFields gives filterable fields with their allowed operators; kind=outputFields gives the columns you can return (standard field names plus custom fields with numeric ids). Call this before neon_search. Neon: GET /{resource}/search/searchFields or /outputFields. |
neon_search | read | Search records Report-style search over accounts, donations (includes pledges and pledge payments), activities or events. Give filter criteria (field + operator + value), the output columns to return (standard field NAMES as strings, or custom-field IDS as integers — both from neon_list_search_fields), and 0-based pagination. Results come back as searchResults rows keyed by output field name, plus pagination totals. Neon allows only ONE concurrent search per endpoint. Neon: POST /{resource}/search. |
neon_list_account_donations | read | List an account's donations List one account's donations (amount, date, fund, campaign, purpose, status, payments), newest first by default. Neon: GET /accounts/{id}/donations. |
neon_list_account_memberships | read | List an account's memberships List one account's membership history — level, term, start and end dates, fee, status (e.g. SUCCEEDED/FAILED) and auto-renewal. Filter to active or the primary active membership. Neon: GET /accounts/{id}/memberships. |
neon_list_account_event_registrations | read | List an account's event registrations List the event registrations one account has made, optionally for a single event. Neon: GET /accounts/{id}/eventRegistrations. |
neon_get_donation | read | Get one donation Fetch one donation — amount, date, fund, campaign, purpose, source, tribute, soft-credit solicitor, payments and status. Neon: GET /donations/{id}. |
neon_get_membership | read | Get one membership Fetch one membership — level, term, dates, fee, status, auto-renewal, sub-members and payments. Neon: GET /memberships/{membershipId}. |
neon_list_membership_levels | read | List membership levels List the organization's membership levels (id, code, description, rank, type, status). Neon: GET /memberships/levels. |
neon_list_events | read | List events List events, filterable by name, category, date window, published or archived state. Dates are YYYY-MM-DD. Only Neon's legacy events are exposed by the API. Neon: GET /events. |
neon_get_event | read | Get one event Fetch one event — name, summary, dates, location, capacity, category, campaign, registration and financial settings. Neon: GET /events/{id}. |
neon_list_event_registrations | read | List an event's registrations List the registrations for one event — registrant account, tickets and attendees, amount, payments. Optionally only one registrant. Neon: GET /events/{id}/eventRegistrations. |
neon_list_campaigns | read | List campaigns List fundraising campaigns (id, code, name, status). Neon: GET /campaigns. |
neon_get_campaign | read | Get one campaign Fetch one campaign — dates, goal, fund, purpose, parent campaign, status, page URLs and fundraising statistics. Neon: GET /campaigns/{id}. |
neon_get_activity | read | Get one activity Fetch one activity (a logged interaction or task) — subject, note, dates, linked accounts, assigned users, status and priority. Neon: GET /activities/{id}. |
neon_list_properties | read | List lookup values List one of the organization's lookup lists — the ids other tools need: funds, purposes, sources, solicitation methods, activity statuses and system time zones (for neon_create_activity), system users, individual and company types, event categories, countries, states/provinces, genders, prefixes. Neon: GET /properties/{name}. |
neon_create_account | write | Create an account Create a constituent account: an INDIVIDUAL (a person) or a COMPANY (with company_name, plus an optional primary contact). Neon's Account Match may merge it into an existing account with the same name and email, so check neon_list_accounts by email first. Returns the new id. Neon: POST /accounts. |
neon_update_account | write | Update an account Change an account's name, email, job title, company name or do-not-solicit / email opt-out flags. Only the fields you pass are changed (PATCH). The type must match the account (see neon_get_account). Addresses are not edited here. Neon: PATCH /accounts/{id}. |
neon_create_activity | write | Log an activity Create an activity — log an interaction with a constituent (call, meeting, note) or schedule a task. Needs a subject, a start date, a time zone id (neon_list_properties name=systemTimezones), a status id (name=activityStatuses) and a priority; link it to accounts and assign it to system users. Returns the new id. Neon: POST /activities. |
neon_update_activity | write | Update an activity Change an activity's subject, note, status (e.g. mark it completed) or priority. Only the fields you pass are changed (PATCH). Neon: PATCH /activities/{id}. |
neon_usage_status | Usage status (free-tier meter) 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. | |
neon_request_feature | Request a missing feature Tell usefulapi that the user needs something the Neon 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. | |
neon_upgrade | Upgrade to Pro (unlimited*) Get Pro: unlimited tool calls (fair use limit: 10,000 a month) on Neon CRM (the free tier caps monthly usage). Plans: "monthly" — $9/month; "yearly" — $90/year (2 months free). Cancel any time: Pro then runs to the end of the paid period, so it also suits a one-time job. *A fair use limit applies. For heavy use (near Pro's limit): "plus" or "plus_yearly" — Pro+, $19/month or $190/year, unlimited tool calls (fair use limit: 100,000 a month); 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). Otherwise returns a short link to open in your browser (it opens Stripe Checkout); after payment the account upgrades automatically. Does not count against the meter. | |
neon_cancel_subscription | Cancel the Pro subscription Cancel the caller's Neon 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 neon_upgrade later to undo the cancel before the period ends. Does not count against the meter. |
| Plan | Price | Limit |
|---|---|---|
| Free | $0 | 50 tool calls / month |
| Proper user | $9/mo · $90/yr | Unlimited* |
*Pro fair use limit: 10,000 tool calls a month on this server. For more, write to [email protected].
Pro covers this Neon CRM server only. Subscribe with neon_upgrade (it returns a Stripe Checkout link). Cancel any time with neon_cancel_subscription: Pro continues to the end of the paid period, with no refund for the current period, and running neon_upgrade before then undoes the cancel. Or write to [email protected].
No. usefulapi is an independent service. It is not affiliated with or endorsed by Neon CRM. The server calls the Neon CRM API with your own Neon CRM access, so it sees only the data that your account can see.
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.
The login page asks for your Organization ID, API key and Instance type. See Before you connect for where to find them.
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 Organization ID, API key and Instance type. 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.
The login stores them encrypted in the authorization grant of your connection. The server uses them to call the Neon 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 Neon CRM.
Yes, if you approve it. 4 of the 22 Neon CRM 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.
The Free plan gives 50 tool calls / month. Pro costs $9/mo or $90/yr, with unlimited tool calls (fair use limit: 10,000 tool calls a month), for this Neon CRM server only. Cancel any time: Pro then runs to the end of the paid period. Run neon_usage_status to see how many calls you used.
Ask the AI to run neon_upgrade: it returns a Stripe Checkout link. To cancel, run neon_cancel_subscription. Pro continues to the end of the paid period.
Tell the AI what you wanted to do. It can send the request with neon_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.
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.