Virtuous MCP by usefulapi
Search donors and contacts, giving history, notes and projects, and log notes, tags and gifts.
Connect it
Settings → Connectors → Add custom connector
URL: https://virtuous-crm.usefulapi.io/mcpSettings → Apps & Connectors → Advanced → Developer mode
Create connector with URL: https://virtuous-crm.usefulapi.io/mcp{
"mcpServers": {
"virtuous-crm": {
"url": "https://virtuous-crm.usefulapi.io/mcp"
}
}
}claude mcp add --transport http virtuous-crm https://virtuous-crm.usefulapi.io/mcp{
"servers": {
"virtuous-crm": {
"type": "http",
"url": "https://virtuous-crm.usefulapi.io/mcp"
}
}
}20 tools, verified live
virtuous_get_current_organizationread-onlyFetch the Virtuous organization this API key acts in — its name, time zone and culture, and whether the key's user is an administrator. A cheap way to confirm the key works. Virtuous: GET /api/Organization/Current.
virtuous_searchread-onlyFull-text search across contacts, individuals and entities (campaigns, projects, segments, tags) — the same search as the Virtuous search bar. Returns hits with highlights, grouped by kind. Virtuous: POST /api/Search.
virtuous_search_contactsread-onlyFind contacts whose name, email, phone or address fully or partially matches a search string. Returns id, name, contact type, email, phone and address per match. Virtuous: POST /api/Contact/Search.
virtuous_get_contactread-onlyFetch one contact (household, organization, foundation ...) with its address, giving summary (life-to-date, year-to-date, last gift), individuals and their contact methods, and custom fields. Virtuous: GET /api/Contact/{contactId}.
virtuous_find_contactread-onlyLook up a single contact by email address, or by an external reference (reference source + id, e.g. Stripe customer id). Give either email, or both reference_source and reference_id; if both are given Virtuous prioritises the reference. Virtuous: GET /api/Contact/Find.
virtuous_list_contact_individualsread-onlyList the individuals (people) that belong to a contact/household, with names, birth dates, and their emails and phones (contact methods). Virtuous: GET /api/ContactIndividual/ByContact/{contactId}.
virtuous_list_contact_notesread-onlyList the notes logged on a contact — calls, meetings, emails and other touchpoints — with type, date, text and author. Virtuous: GET /api/ContactNote/ByContact/{contactId}.
virtuous_list_contact_tagsread-onlyList the tags applied to a contact (contactTagId, tagId, name). Virtuous: GET /api/ContactTag/ByContact/{contactId}.
virtuous_list_contact_giftsread-onlyList a contact's giving history: gift id, type, date, amount, segment and batch. Use virtuous_get_gift for designations and full detail. Virtuous: GET /api/Gift/ByContact/{contactId}.
virtuous_get_giftread-onlyFetch one gift in full: contact, type, date, amount and currency, batch, segment, grant, tribute, receipt date, designations to projects, premiums and custom fields. Virtuous: GET /api/Gift/{giftId}.
virtuous_list_tagsread-onlyList the organization's tags (id, name, tag group). Use this to find a tagId before virtuous_add_contact_tag. Virtuous: GET /api/Tag.
virtuous_search_projectsread-onlyFind projects (funds / designations gifts are given to) by name or code, with their balances, financial need and life-to-date giving. Virtuous: POST /api/Project/Search.
virtuous_get_projectread-onlyFetch one project: code, type, status, balances, financial need, date range, life-to-date and calendar-year giving and gift/giver counts. Virtuous: GET /api/Project/{projectId}.
virtuous_list_eventsread-onlyList the organization's events: name, type, location, start/end, invite and RSVP counts, attendance and total giving. Virtuous: GET /api/Event.
virtuous_get_query_optionsread-onlyList the parameters, their types, allowed operators and value options that virtuous_query accepts for one record type. Call this BEFORE building a query. Virtuous: GET /api/<Resource>/QueryOptions.
virtuous_queryread-onlyRun a Virtuous query-builder query against one record type (contacts, gifts, campaigns, projects, tasks, grants, pledges, recurring gifts, events ...). Conditions use parameter/operator names from virtuous_get_query_options. Returns { list, total }. For Contact and Gift, full_details returns full records instead of the abbreviated view. Virtuous: POST /api/<Resource>/Query.
virtuous_create_contact_notecan modifyAdd a note to a contact's timeline — a call, meeting, visit or other touchpoint. Writes to the donor record. Virtuous: POST /api/ContactNote.
virtuous_add_contact_tagcan modifyApply an existing tag to a contact (find the tagId with virtuous_list_tags). Virtuous: POST /api/ContactTag.
virtuous_create_contact_transactioncan modifySubmit a new or updated contact through Virtuous's import pipeline (the recommended way to add contacts). It is matched against existing contacts by name, email, phone, address and reference, bundled into an import at midnight, and only committed when a user reviews the import and clicks Run — so nothing is created in real time and no duplicates are forced. Virtuous: POST /api/Contact/Transaction.
virtuous_create_gift_transactioncan modifyRecord a gift (donation already received) through Virtuous's gift import pipeline — the method Virtuous recommends. The gift is matched to a contact, recurring gift or pledge, held until the nightly import, and only created when a user reviews the import and clicks Run. This records a gift; it does NOT charge anyone. Identify the donor with contact.id, contact.referenceId, or name/email details. V
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