Neon CRM MCP by usefulapi

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.

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.

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}.

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.

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 tot

List one account's donations (amount, date, fund, campaign, purpose, status, payments), newest first by default. Neon: GET /accounts/{id}/donations.

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.

List the event registrations one account has made, optionally for a single event. Neon: GET /accounts/{id}/eventRegistrations.

Fetch one donation — amount, date, fund, campaign, purpose, source, tribute, soft-credit solicitor, payments and status. Neon: GET /donations/{id}.

Fetch one membership — level, term, dates, fee, status, auto-renewal, sub-members and payments. Neon: GET /memberships/{membershipId}.

List the organization's membership levels (id, code, description, rank, type, status). Neon: GET /memberships/levels.

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.

Fetch one event — name, summary, dates, location, capacity, category, campaign, registration and financial settings. Neon: GET /events/{id}.

List the registrations for one event — registrant account, tickets and attendees, amount, payments. Optionally only one registrant. Neon: GET /events/{id}/eventRegistrations.

List fundraising campaigns (id, code, name, status). Neon: GET /campaigns.

Fetch one campaign — dates, goal, fund, purpose, parent campaign, status, page URLs and fundraising statistics. Neon: GET /campaigns/{id}.

Fetch one activity (a logged interaction or task) — subject, note, dates, linked accounts, assigned users, status and priority. Neon: GET /activities/{id}.

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}.

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.

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}.

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.

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}.