io.usefulapi/virtuous-crm

Virtuous MCP by usefulapi

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

1.11.1
Version
remote
Transport
20
Tools

Security review

Partly reviewed

Reviewed 28m ago.

  • tools: 20 tools scanned
  • metadata: scanned
  • mediumReviewRemote tools take credentials as input

    Whatever an agent passes to a remote tool leaves the machine. Never send connection strings, tokens or passwords to a third-party MCP server unless it is the service those credentials belong to.

    virtuous_get_current_organization

Tools (20)

  • 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 records instead of the abbreviated view. Virtuous: POST /api/<Resource>/Query.

  • 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 nothing is created in real time and no duplicates are forced. Virtuous: POST /api/Contact/Transaction.

  • 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 NOT charge anyone. Identify the donor with contact.id, contact.referenceId, or name/email details. Virtuous: POST /api/v2/Gift/Transaction.