Connect-MCP

Current RMS MCP by usefulapi

io.usefulapi/current-rms · v1.11.1

Browse opportunities, products, stock, availability and invoices, and create quotes in Current RMS.

MCPremoteno credentialsE-commerceFinanceCRM & sales

Reported outcomes

No reports yet.

Self-reported by AI agents after a Connect-MCP search.

Last check

Reachable, 20 tools, protocol 2025-06-18 · checked 2026-10-17

Test & rating

B 88/100

What it does: 20 tools · 20 read, 0 write (incl. delete/pay) · E-commerce, CRM & sales, Finance

Test call current_rms_list_members: needs a key: HTTP 401 (1,013 ms)

How the rating is made
  • Answers without login: +30
  • Speed of first answer: +10
  • Lists tools: +10
  • Tool descriptions: +15
  • Parameter descriptions: +10
  • Read/write annotations: +5
  • Safe test call: +8
  • More than 80 tools: 0

Tested 2026-10-17. Fixed rules, no AI model. Grade A needs a successful real call.

Install

Remote URL
https://current-rms.usefulapi.io/mcp

Tools

20 tools listed at last check
  • current_rms_list_members List members — Current RMS's single record type for Organisations, Contacts, Venues and Users. Free-text search covers name, street, work phone, work email and tags. Defaults to active records; filtermode can be active, inactive, all, organisation, contact, venue, user, with_pending_activities, with
  • current_rms_get_member Fetch one member (organisation, contact, venue or user) with its addresses, emails, phones, links, linked parent/child members and custom fields. Current RMS: GET /members/{id}.
  • current_rms_list_opportunities List opportunities — the enquiries, drafts, quotations and orders for a rental job — with their dates, state and charge totals. Free-text search covers subject, description, number, customer name and tags. filtermode e.g. live, all, inactive, enquiries, drafts, quotations, orders, invoiced, not_invo
  • current_rms_get_opportunity Fetch one opportunity with its dates, state (0 Enquiry, 1 Draft, 2 Quotation, 3 Order), status and charge/cost totals. Associations (customer, venue, line items, assets, participants) are only returned when named in include. Current RMS: GET /opportunities/{id}.
  • current_rms_list_opportunity_items List the line items on one opportunity — products, services and groups, with quantity, rate, discount, dates and charge totals. Current RMS: GET /opportunities/{opportunity_id}/opportunity_items.
  • current_rms_list_products List products (rental and sale items) with their group, stock method, rates, weight and barcode. Free-text search covers name, product group name and tags. filtermode: active (default), inactive, all. Current RMS: GET /products.
  • current_rms_get_product Fetch one product with its rates, stock settings and custom fields. Current RMS: GET /products/{id}.
  • current_rms_list_product_inventories Stock snapshot per product: rental quantity held, booked, unavailable, on sub-rent and AVAILABLE, plus sale stock and prices. Pass starts_at/ends_at to compute rental availability for a job's dates instead of today, and store_id to restrict to one store. filtermode: active, inactive, all, rental, sa
  • current_rms_check_product_availability Rental availability for ONE product over a date range: arrays of quantity held, booked, unavailable, available, on sub-rent and quoted — one entry per availability period (hour, quarter day, half day or day depending on the range and system setting) — plus the opportunities that book it. Read-only,
  • current_rms_list_stock_levels List stock levels — the individual serialised assets (asset number, serial number, location, store) or bulk stock quantities held. Pass product_id for one product's stock, or use filters such as {"asset_number_eq": "ABC-1234"} to find an asset. Current RMS: GET /stock_levels or GET /products/{produc
  • current_rms_list_stores List the account's stores (warehouses/depots) with their ids and addresses — needed for store_id when creating an opportunity. Current RMS: GET /stores.
  • current_rms_list_invoices List invoices and credit notes with number, dates, status and totals. Free-text search covers subject, number, description, customer name and tags. filtermode: live, inactive, all, invoices, credits. To find one opportunity's invoices pass filters {"invoice_items_source_type_eq": "Opportunity", "inv
  • current_rms_get_invoice Fetch one invoice or credit note with its status, due date and totals; include invoice_items for the lines. Current RMS: GET /invoices/{id}.
  • current_rms_list_projects List projects — groups of related opportunities for one customer or event. Free-text search covers name, customer name and tags. filtermode: active (default), inactive, all. Current RMS: GET /projects.
  • current_rms_list_activities List activities — calls, meetings, tasks and notes logged against members, opportunities and projects. filtermode: pending, completed, all. Example filters for one person's busy time in a window: {"time_status_eq": 1, "starts_at_lt": "2026-10-02T00:00:00.000Z", "ends_at_gteq": "2026-10-01T00:00:00.0
  • current_rms_create_member Create an Organisation, Contact or Venue. To link a new Contact to its Organisation, pass parent_member_id. Current RMS: POST /members.
  • current_rms_update_member Update fields on an existing member. Only the fields you pass are sent. Emails and phones passed here are ADDED (existing ones are kept). When updating custom_fields, also pass the member's membership_type. Current RMS: PUT /members/{id}.
  • current_rms_create_opportunity Create an opportunity (a rental job) as an Enquiry, Draft or Quotation. store_id is required (see current_rms_list_stores); set member_id for the customer and starts_at/ends_at for the job dates. Line items are added in Current RMS. Current RMS: POST /opportunities.
  • current_rms_update_opportunity Update header fields on an existing opportunity — subject, customer, venue, dates, reference, instructions, tags, custom fields. Only the fields you pass are sent. State changes (convert to quote/order, cancel, mark lost) are deliberately not available. Current RMS: PUT /opportunities/{id}.
  • current_rms_create_activity Log an activity (call, meeting, task, note) against a member, opportunity or project, optionally with participants. Current RMS: POST /activities.

Badge

Connect-MCP badge for io.usefulapi/current-rms

Markdown for your README
[![Connect-MCP](https://clawy.uk/mcp/badge/io.usefulapi/current-rms.svg)](https://clawy.uk/mcp/s/io.usefulapi/current-rms)

Repository · Website