Read Revamp CRM contacts, deals, notes and orders; create and update contacts, deals and notes. 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": {
"revamp-crm": {
"url": "https://revamp-crm.usefulapi.io/mcp"
}
}
}Add to VS Code or add this to .vscode/mcp.json:
{
"servers": {
"revamp-crm": {
"type": "http",
"url": "https://revamp-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 Revamp CRM email and Revamp CRM API key.
Revamp CRM's API signs in with your account email and API key (never the account password). The key acts with that user's permissions; a dedicated user makes its activity easy to track. Your credentials are used only to call the Revamp CRM API on your behalf; 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 Revamp CRM email and Revamp CRM 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.
Turn on the Revamp CRM connector, then ask in plain words. The AI picks the tools.
| Tool | Type | What it does |
|---|---|---|
revampcrm_get_current_user | read | Get current user The Revamp CRM user the credentials belong to: id, name, email and role. Use the id as owner_user_id / assigned_user_id. GET /User/WhoAmI. |
revampcrm_list_contact_stages | read | List contact stages The contact (lead) stage names configured in the account, in order. Use them as contact_stage filters and values. GET /Account/ContactStage. |
revampcrm_list_deal_currencies | read | List deal currencies The currencies that deals in this account can use (name, value, symbol). GET /Account/DealCurrencies. |
revampcrm_list_custom_fields | read | List contact custom fields The contact custom fields defined in the account: CustomFieldName (the property name, e.g. CustomField3), DisplayName, Type and list options. Read this to interpret CustomFieldN values on contacts and to set them. GET /Account/getAccountCustomFields. |
revampcrm_list_contacts | read | List or search contacts Search and list contacts (people and organizations), newest filters first. With no filter it lists all contacts. Each item has name, organization, email/phone (ContactInfo), tags, stage, owner, last-contacted info and e-commerce order summary. resultsInfo carries totalCount and hasNext/nextIndex: pass nextIndex as `page` for the next page. GET /Contacts. |
revampcrm_get_contact | read | Get contact One contact by id with full details: contact info, address, tags, stage, custom fields, owner, previous/next task, deal totals (won/lost/open per currency), e-commerce order summary and order details. GET /Contacts/GetSingleContact/{id}/true. |
revampcrm_list_contact_deals | read | List a contact's deals All deals of one contact (name, stage, status, value, currency, expected closing date, owner). GET /Contacts/{id}/Deals. |
revampcrm_list_deals | read | List deals List deals with optional filters (status, pipeline, owner, contact, currency, created / expected-closing / closed date ranges). Each deal has name, stage, status, value, probability, forecasted sale, expected closing date, contact, owner and tags. The deal endpoints have no paging: the reply is cut to `limit` and says how many matched. GET /Deals/List. |
revampcrm_search_deals | read | Search deals Search deals by name, status, stage, contact, owner, pipeline, product, sales region or deal source (text match as Revamp CRM defines it). Revamp CRM applies `limit` itself and gives no total: may_have_more is true when a full page came back. GET /Deals/Search. |
revampcrm_list_deals_by_stage | read | List deals grouped by stage The deal pipeline board: deals grouped by stage (with the stage names in CurrentStages). Same filters as revampcrm_list_deals. At most `limit` deals are shown per stage. GET /Deals/ByStage. |
revampcrm_get_note | read | Get note One note or timeline entry by id: text/message, type, author, related contact and deal, created date. GET /Notes/getNote/{id}. |
revampcrm_get_order | read | Get e-commerce order One synced e-commerce order (Shopify, WooCommerce, BigCommerce ...) by the store's own order id: totals, tax, discount, shipping, financial and shipping status, line items and customer. Needs the provider name and store name exactly as Revamp CRM stores them (see ExternalProviders / Shop on a contact). GET /Orders/Get/{provider}/{store}/{id}. |
revampcrm_count_orders | read | Count e-commerce orders How many orders Revamp CRM has synced for one store. GET /Orders/Count/{provider}/{store}. |
revampcrm_create_contact | write | Create contact WRITE: create a new contact (person or organization) in the Revamp CRM account. It does not email or message the contact. Search first (revampcrm_list_contacts with keyword/email) so you do not create a duplicate: this tool does not check. Returns Revamp CRM's import result (status, message, the new id in ImportingIntoId). POST /Contacts/New. |
revampcrm_update_contact | write | Update contact WRITE: change fields of an existing contact. Only the fields you pass change: the tool reads the stored contact first and sends it back with your changes (Revamp CRM's update replaces the whole record). `tags` replaces the contact's tags; passing a field overwrites its old value. It does not email or message the contact. PUT /Contacts/Edit. |
revampcrm_create_deal | write | Create deal WRITE: create a new deal (opportunity) in the Revamp CRM account, optionally linked to a contact. It does not message anyone. Use revampcrm_list_deals_by_stage (CurrentStages) for valid stage names and revampcrm_list_deal_currencies for currencies. POST /Deals. |
revampcrm_add_note | write | Add note to a contact or deal WRITE: add a note to a contact or a deal timeline in Revamp CRM. It is an internal note: nothing is sent to the contact. Adding twice creates two notes. POST /Notes/{Contact|Deal}/{id}/Add. |
revampcrm_mark_deal_won | write | Mark deal won WRITE: mark a deal as Won in Revamp CRM (its status changes and it counts in won-deal reports). It does not message the contact. Check the deal first with revampcrm_search_deals. POST /Deals/Won. |
revampcrm_mark_deal_lost | write | Mark deal lost WRITE: mark a deal as Lost in Revamp CRM with a reason (its status changes and it counts in lost-deal reports). It does not message the contact. Check the deal first with revampcrm_search_deals. POST /Deals/Lost. |
revampcrm_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. | |
revampcrm_request_feature | Request a missing feature Tell usefulapi that the user needs something the Revamp 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. | |
revampcrm_upgrade | Upgrade to Pro (unlimited*) Get Pro: unlimited tool calls (fair use limit: 10,000 a month) on Revamp 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. | |
revampcrm_cancel_subscription | Cancel the Pro subscription Cancel the caller's Revamp 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 revampcrm_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 Revamp CRM server only. Subscribe with revampcrm_upgrade (it returns a Stripe Checkout link). Cancel any time with revampcrm_cancel_subscription: Pro continues to the end of the paid period, with no refund for the current period, and running revampcrm_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 Revamp CRM. The server calls the Revamp CRM API with your own Revamp 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 Revamp CRM email and Revamp CRM API key. 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 Revamp CRM email and Revamp CRM 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.
The login stores them encrypted in the authorization grant of your connection. The server uses them to call the Revamp 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 Revamp CRM.
Yes, if you approve it. 6 of the 19 Revamp CRM tools can create or change data. The other 13 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 Revamp CRM server only. Cancel any time: Pro then runs to the end of the paid period. Run revampcrm_usage_status to see how many calls you used.
Ask the AI to run revampcrm_upgrade: it returns a Stripe Checkout link. To cancel, run revampcrm_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 revampcrm_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.