Vtiger MCP server

Search, read, create and update Vtiger CRM leads, contacts, deals, cases and more; tag records. Hosted by usefulapi: connect it to Claude, ChatGPT, Cursor or any MCP client.

Connect VtigerFree 50 tool calls / monthPro $9/mo · $90/yr · pricing17 tools

What can I ask?

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

What you can do with Vtiger in Claude and ChatGPT

For sales and support teams that work in Vtiger CRM on Vtiger Cloud.

Review leads by rating or owner

The AI reads the module's fields and picklist values, then lists and counts leads filtered by fields such as rating, source or owner.

Find a customer by email or phone

The AI finds contacts, leads or organizations by an exact email address or phone number and opens the full record.

Report on open deals and cases

The AI checks the module's fields, then runs read-only SELECT queries on it, for example deals by stage or open cases of an organization, up to 100 records per call.

Add a lead and tag it

The AI checks the mandatory fields, creates the lead assigned to you, and tags it, for example with the name of an event.

Changes data

Update records after a call

The AI opens the record, then changes only the fields you name, such as a deal's stage or a case's status, and leaves the rest as it is. Nothing is deleted.

Changes data

How do I connect Vtiger?

Before you connect

The login page asks for your Vtiger CRM address, Username and Access Key.

The address is the one in your browser when you use the CRM, for example acme.od2.vtiger.com (Vtiger Cloud). In the CRM open your profile menu → My Preferences and copy the Access Key. The key acts with that user's permissions and record visibility. Your credentials are used only to call the Vtiger API on your behalf; they are never shown to anyone.

Claude claude.ai · Desktop

  1. Open Customize → Connectors, then click + Add → Add custom connector.
  2. Enter the name Vtiger and this URL, then click Add:
    https://vtiger.usefulapi.io/mcp
  3. Claude opens the login page: enter your Vtiger CRM address, Username and Access Key.
  4. In a chat, click + → Connectors and turn on Vtiger.

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 Vtiger and this URL, choose OAuth as the authentication, confirm the warning and create it:
    https://vtiger.usefulapi.io/mcp
  3. ChatGPT opens the login page: enter your Vtiger CRM address, Username and Access Key.
  4. In Plugins, install Vtiger, 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 vtiger https://vtiger.usefulapi.io/mcp

Cursor

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

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

VS Code

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

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

Codex

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

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

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://vtiger.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 Vtiger CRM address, Username and Access 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

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 Vtiger server only. Ask your AI to run vtiger_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 vtiger_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 vtiger_upgrade before then undoes the cancel. Or write to [email protected].

Tools 17

Show all 17 tools (the AI picks them for you)

Read only · 10

  • Get the connected uservtiger_get_me
    The Vtiger user the credentials belong to (id, user name, name, email).
  • List modulesvtiger_list_modules
    The CRM modules this user can access (Leads, Contacts, Accounts, Potentials, Cases, ...) with label and whether each holds records.
  • Describe a modulevtiger_describe_module
    A module's fields (name, label, type, mandatory, editable, reference targets, picklist values) and whether it can be created, updated or deleted. Read this before creating or filtering.
  • List or search recordsvtiger_list_records
    Records of one module, optionally filtered (all filters AND-ed), sorted and paged. Builds a SELECT for GET /query. The vendor returns at most 100 records per call; pass next_offset as offset for the next page. Name the fields you need: a full record has 100+ fields.
  • Count recordsvtiger_count_records
    How many records of a module match the filters (same filters as vtiger_list_records). GET /query with count(*).
  • Run a SELECT queryvtiger_query
    Run your own read-only query: SELECT <fields|*|count(*)> FROM <Module> [WHERE ...] [ORDER BY ...] [LIMIT offset,count]. One module only, no joins, no grouping brackets; at most 100 records per call. Only SELECT is accepted.
  • Get a recordvtiger_get_record
    One record with all its fields, by id (for example 4x2063).
  • Find records by email or phonevtiger_lookup
    Find records in one or more modules by an exact email address or phone number.
  • List related modulesvtiger_list_related_modules
    The modules a module can be related to (for example Accounts relate to Contacts, Potentials, Cases, Documents).
  • Get a record's tagsvtiger_get_tags
    The tags on one record.

Changes data · 3

  • Create a recordvtiger_create_record
    WRITE: create one record in a module (a lead, contact, account, deal, case, ...). Send every mandatory field (vtiger_describe_module lists them; assigned_user_id is usually mandatory, use the id from vtiger_get_me). Returns the new record. POST /create. Not retried.
  • Update fields of a recordvtiger_update_record
    WRITE: change only the named fields of an existing record (the vendor's revise call; other fields stay as they are). Returns the updated record. POST /revise. Not retried.
  • Add tags to a recordvtiger_add_tags
    WRITE: add tags to one record (existing tags stay). POST /tags_add. Not retried.

Your usefulapi plan · 4

  • Usage status (free-tier meter)vtiger_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 featurevtiger_request_feature
    Tell usefulapi that the user needs something the Vtiger 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+vtiger_upgrade
    Get a paid plan for Vtiger (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 subscriptionvtiger_cancel_subscription
    Cancel the caller's Vtiger 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 vtiger_upgrade later to undo the cancel before the period ends. Does not count against the meter.

FAQ

What can I do with Vtiger in Claude or ChatGPT?

Review leads by rating or owner. Find a customer by email or phone. Report on open deals and cases. Add a lead and tag it. Update records after a call. See what you can do for the details.

Is this an official Vtiger product?

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

Can I connect Vtiger 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 Vtiger CRM address, Username and Access Key. See Before you connect for where to find them.

Do I put my Vtiger 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 Vtiger CRM address, Username and Access 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 Vtiger credentials?

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

Can the AI change my Vtiger data?

Yes, if you approve it. 3 of the 13 Vtiger tools can create or change data. The other 10 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 Vtiger server only. Cancel any time: your paid plan then runs to the end of the paid period. Run vtiger_usage_status to see how many calls you used.

How do I subscribe or cancel?

Ask the AI to run vtiger_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 vtiger_cancel_subscription. Your paid plan continues to the end of the paid period.

What if a Vtiger tool that I need is missing?

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