Search persons; read organisations and opportunities; create activities and notes in webCRM. Hosted by usefulapi: connect it to Claude, ChatGPT, Cursor or any MCP client.
Turn on the webCRM connector, then ask in plain words. The AI picks the tools.
For sales and service teams that keep persons, organisations, opportunities and support cases in webCRM.
Search persons by name, e-mail or phone. Open the person, then the organisation, to read the record details.
List the pipelines to find a level id. List the opportunities at that level, then open one to see its owner and details.
List the support cases and open one by its id. List the meetings between two dates, optionally for one user.
Create an activity, a task, call or meeting, on a person, organisation or opportunity. Add a note to an existing activity to record the outcome.
Changes dataThe login page asks for your webCRM application token.
Create it in webCRM → Configuration → Integration → API → REST. The REST API needs a webCRM Plus or Enterprise subscription. Give the token only the access rights this server needs. It is used only to call the API on your behalf.
Team and Enterprise: an Owner adds the connector for the organization first.
No Add custom MCP server option? It depends on your account or workspace settings: see OpenAI's guide.
Run this command, then run /mcp in Claude Code to log in:
Add to Cursor or add this to ~/.cursor/mcp.json:
{
"mcpServers": {
"webcrm": {
"url": "https://webcrm.usefulapi.io/mcp"
}
}
} Add to VS Code or add this to .vscode/mcp.json:
{
"servers": {
"webcrm": {
"type": "http",
"url": "https://webcrm.usefulapi.io/mcp"
}
}
} Run these commands. The second one opens the login page:
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.
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 webCRM application 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.
| Plan | Price | Limit |
|---|---|---|
| Free | $0 | 50 tool calls / month |
| Proper user | $9/mo · $90/yr | 10,000 tool calls / month |
| Pro+per user | $39/mo · $390/yr | 100,000 tool calls / month |
Each paid plan covers this webCRM server only. Ask your AI to run webcrm_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 webcrm_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 webcrm_upgrade before then undoes the cancel. Or write to [email protected].
webcrm_search_personswebcrm_list_personswebcrm_get_personwebcrm_list_organisationswebcrm_get_organisationwebcrm_list_opportunitieswebcrm_get_opportunitywebcrm_list_opportunities_by_pipeline_levelwebcrm_list_activitieswebcrm_get_activitywebcrm_list_activity_noteswebcrm_list_eventswebcrm_list_meetingswebcrm_list_support_caseswebcrm_get_support_casewebcrm_list_userswebcrm_list_pipelineswebcrm_list_productswebcrm_get_field_metadatawebcrm_create_activitywebcrm_add_activity_notewebcrm_usage_statuswebcrm_request_featurewebcrm_upgradewebcrm_cancel_subscriptionFind a person and their organisation. Review opportunities by pipeline stage. Check support cases and meetings for a week. Log a follow-up call and its notes. See what you can do for the details.
No. usefulapi is an independent service. It is not affiliated with or endorsed by webCRM. The server calls the webCRM API with your own webCRM 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 webCRM application token. See Before you connect for where to find it.
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 webCRM application 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.
The login stores them encrypted in the authorization grant of your connection. The server uses them to call the webCRM 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 webCRM.
Yes, if you approve it. 2 of the 21 webCRM tools can create or change data. The other 19 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 10,000 tool calls / month. Pro+ costs $39/mo or $390/yr, with 100,000 tool calls / month. Each subscription covers this webCRM server only. Cancel any time: your paid plan then runs to the end of the paid period. Run webcrm_usage_status to see how many calls you used.
Ask the AI to run webcrm_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 webcrm_cancel_subscription. Your paid plan continues to the end of the paid period.
Tell the AI what you wanted to do. It can send the request with webcrm_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.
Need a tool this server does not have, or a connection to another system? We build custom integrations and MCP servers.