Connect-MCP

Virtuous MCP by usefulapi

io.usefulapi/virtuous-crm · v1.11.1

Search donors and contacts, giving history, notes and projects, and log notes, tags and gifts.

MCPremoteno credentialsEmailFinanceCRM & sales

Reported outcomes

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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 87/100

What it does: 20 tools · 16 read, 4 write (incl. delete/pay) · Email, Finance, CRM & sales

Test call virtuous_get_current_organization: needs a key: HTTP 401 (1,011 ms)

How the rating is made
  • Answers without login: +30
  • Speed of first answer: +10
  • Lists tools: +10
  • Tool descriptions: +15
  • Parameter descriptions: +9
  • 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://virtuous-crm.usefulapi.io/mcp

Tools

20 tools listed at last check
  • virtuous_get_current_organization Fetch 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_search Full-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_contacts Find 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_contact Fetch 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_contact Look 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_individuals List 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_notes List 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_tags List the tags applied to a contact (contactTagId, tagId, name). Virtuous: GET /api/ContactTag/ByContact/{contactId}.
  • virtuous_list_contact_gifts List 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_gift Fetch 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_tags List 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_projects Find 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_project Fetch 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_events List the organization's events: name, type, location, start/end, invite and RSVP counts, attendance and total giving. Virtuous: GET /api/Event.
  • virtuous_get_query_options List 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_query Run 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 re
  • virtuous_create_contact_note Add 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_tag Apply an existing tag to a contact (find the tagId with virtuous_list_tags). Virtuous: POST /api/ContactTag.
  • virtuous_create_contact_transaction Submit 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 no
  • virtuous_create_gift_transaction Record 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

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