usefulapiCurrent RMS MCP server
Browse opportunities, products, stock, availability and invoices, and create quotes in Current RMS. Hosted by usefulapi: connect it to Claude, ChatGPT, Cursor or any MCP client.
What can I ask?
Turn on the Current RMS connector, then ask in plain words. The AI picks the tools.
- Which rental jobs are confirmed as orders for next month?
- Do we have 12 speakers free for a rental from the 20th to the 23rd?
- Which invoices are still unpaid and how much are they?
- Log a call activity on the Acme Ltd opportunity about the revised quote.
What you can do with Current RMS in Claude and ChatGPT
For rental operations managers who run jobs and stock in Current RMS.
Check if a product is available for a job
The AI checks rental availability of a product over a date range, with quantity held, booked and available, or lists stock for all products per store.
Review opportunities by stage
The AI lists enquiries, drafts, quotations and orders, for example orders not invoiced yet, and opens one to read its dates, charge totals and line items.
Find invoices and credit notes
The AI lists invoices and credit notes by number, customer name or status and opens one to read its due date, totals and lines.
Find a customer, venue or contact
The AI searches members (organisations, contacts, venues and users) by name, email, phone or tag and opens one with its addresses, links and custom fields.
Create an opportunity for a customer
The AI creates an enquiry, draft or quotation for a customer with a store, dates and subject. Line items are added later in Current RMS.
Changes dataAdd or update a customer, or log a call or note
The AI creates an organisation, contact or venue, updates a member, or logs a call, meeting, task or note against a member, opportunity or project.
Changes dataHow do I connect Current RMS?
Before you connect
The login page asks for your Current RMS subdomain and Current RMS API key.
The subdomain is the first part of your Current RMS web address (acme for https://acme.current-rms.com). Create an API key in Current RMS → System Setup → Integrations → API. The API is not available on trial accounts — a paid Current RMS plan is required. Your credentials are used only to call the API on your behalf and to derive a private account id; they are never shown to anyone.
Claude claude.ai · Desktop
- Open Customize → Connectors, then click + Add → Add custom connector.
- Enter the name Current RMS and this URL, then click Add:https://
current-rms. usefulapi. io/ mcp - Claude opens the login page: enter your Current RMS subdomain and Current RMS API key.
- In a chat, click + → Connectors and turn on Current RMS.
Team and Enterprise: an Owner adds the connector for the organization first.
ChatGPT chatgpt.com
- Open Plugins, click +, then Add custom MCP server.
- Enter the name Current RMS and this URL, choose OAuth as the authentication, confirm the warning and create it:https://
current-rms. usefulapi. io/ mcp - ChatGPT opens the login page: enter your Current RMS subdomain and Current RMS API key.
- In Plugins, install Current RMS, then choose it in a chat.
No Add custom MCP server option? It depends on your account or workspace settings: see OpenAI's guide.
Claude Code
Run this command, then run /mcp in Claude Code to log in:
Cursor
Add to Cursor or add this to ~/.cursor/mcp.json:
{
"mcpServers": {
"current-rms": {
"url": "https://current-rms.usefulapi.io/mcp"
}
}
} VS Code
Add to VS Code or add this to .vscode/mcp.json:
{
"servers": {
"current-rms": {
"type": "http",
"url": "https://current-rms.usefulapi.io/mcp"
}
}
} Codex
Run these commands. The second one opens the login page:
Other clients
Windsurf, Cline, Zed and other MCP clients: add this URL as a remote MCP server (Streamable HTTP). The client then opens the login page in your browser.
Add only the URL. Do not add an Authorization header or an API key to the client config. The server signs you in with OAuth: the login page asks for your Current RMS subdomain and Current RMS API key. If the config has such a header, remove it: some clients then send that header instead of the login token, and every call fails with 401.
Pricing
| Plan | Price | Limit |
|---|---|---|
| Free | $0 | 50 tool calls / month |
| Proper user | $9/mo · $90/yr | 10,000 tool calls / month |
| Pro+per user | $39/mo · $390/yr | 100,000 tool calls / month |
Each paid plan covers this Current RMS server only. Ask your AI to run current_rms_upgrade and choose Pro or Pro+, billed monthly or yearly (it returns a Stripe Checkout link). If you already have Pro, ask to change it to Pro+. The change requires your confirmation, keeps your billing interval and charges the price difference for the rest of the period immediately. Cancel any time with current_rms_cancel_subscription: your paid plan continues to the end of the paid period, with no refund for the current period, and asking to resume the same plan with current_rms_upgrade before then undoes the cancel. Or write to support@usefulapi.io.
Tools 24
Show all 24 tools (the AI picks them for you)
Read only · 15
- List members
current_rms_list_membersList 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_live_opportunities, bookable. - Get one member
current_rms_get_memberFetch one member (organisation, contact, venue or user) with its addresses, emails, phones, links, linked parent/child members and custom fields. - List opportunities
current_rms_list_opportunitiesList 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_invoiced, needing_prep. Line items are NOT included here: use current_rms_get_opportunity or current_rms_list_opportunity_items. Max 25 per page. - Get one opportunity
current_rms_get_opportunityFetch 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. - List an opportunity's line items
current_rms_list_opportunity_itemsList the line items on one opportunity — products, services and groups, with quantity, rate, discount, dates and charge totals. - List products
current_rms_list_productsList 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. - Get one product
current_rms_get_productFetch one product with its rates, stock settings and custom fields. - List product inventory
current_rms_list_product_inventoriesStock 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, sale. - Check a product's availability
current_rms_check_product_availabilityRental 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, even though the API uses POST. - List stock levels
current_rms_list_stock_levelsList 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. - List stores
current_rms_list_storesList the account's stores (warehouses/depots) with their ids and addresses — needed for store_id when creating an opportunity. - List invoices and credit notes
current_rms_list_invoicesList 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", "invoice_items_source_id_eq": <opportunity id>} with filtermode all. - Get one invoice
current_rms_get_invoiceFetch one invoice or credit note with its status, due date and totals; include invoice_items for the lines. - List projects
current_rms_list_projectsList projects — groups of related opportunities for one customer or event. Free-text search covers name, customer name and tags. filtermode: active (default), inactive, all. - List activities
current_rms_list_activitiesList 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": "2026-10-01T00:00:00.000Z", "participants_member_id_eq": [123]}.
Changes data · 5
- Create a member
current_rms_create_memberCreate an Organisation, Contact or Venue. To link a new Contact to its Organisation, pass parent_member_id. - Update a member
current_rms_update_memberUpdate 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. - Create an opportunity
current_rms_create_opportunityCreate 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. - Update an opportunity
current_rms_update_opportunityUpdate 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. - Log an activity
current_rms_create_activityLog an activity (call, meeting, task, note) against a member, opportunity or project, optionally with participants.
Your usefulapi plan · 4
- Usage status (free-tier meter)
current_rms_usage_statusReport the caller's current usage: the plan, calls used this month, the limit of the plan (the free monthly cap or the Pro fair use limit), remaining, and whether the limit is reached. Read-only; does not count against the meter. - Request a missing feature
current_rms_request_featureTell usefulapi that the user needs something the Current RMS tools cannot do yet (a missing tool, field or filter). Call it only when the user asks for something none of the tools can do, and tell the user that you send the request. Do not call it for errors or for normal requests. Do not include personal data, credentials or customer records. Stored with the product name and the client type (for example Claude or Cursor), without the user's account. At most 5 requests per day. Does not count against the meter. - Upgrade to Pro or Pro+
current_rms_upgradeGet a paid plan for Current RMS (the free tier caps monthly usage). Pro: 10,000 tool calls a month, for normal use — plan "monthly" ($9/month) or "yearly" ($90/year, 2 months free). Pro+: 100,000 tool calls a month, for automations and heavy use — plan "plus" ($39/month) or "plus_yearly" ($390/year). Without a plan it returns both Pro and Pro+, each with a payment link, for the user to choose; with a plan, one link. An existing Pro subscription changes to Pro+ in place: call without confirm first, as the reply states the exact charge for this account (the price difference for the rest of the period, or in a free Pro trial the full Pro+ price, as the trial ends); then call with confirm: true. Cancel any time: the plan then runs to the end of the paid period, so it also suits a one-time job. A link opens Stripe Checkout in the browser; after payment the account upgrades automatically. Does not count against the meter. - Cancel the Pro subscription
current_rms_cancel_subscriptionCancel the caller's Current RMS Pro subscription at the end of the paid period (no refund for the current period; Pro continues until then, then the free tier applies). Requires confirm: true. Run current_rms_upgrade later to undo the cancel before the period ends. Does not count against the meter.
FAQ
What can I do with Current RMS in Claude or ChatGPT?
Check if a product is available for a job. Review opportunities by stage. Find invoices and credit notes. Find a customer, venue or contact. Create an opportunity for a customer. Add or update a customer, or log a call or note. See what you can do for the details.
Is this an official Current RMS product?
No. usefulapi is an independent service. It is not affiliated with or endorsed by Current RMS. The server calls the Current RMS API with your own Current RMS access, so it sees only the data that your account can see.
Can I connect Current RMS to Claude or ChatGPT?
Yes. In Claude, add this server's URL as a custom connector. In ChatGPT, add it as a custom MCP server in Plugins. Then log in once. Cursor, VS Code, Claude Code and Codex work too. See the setup steps.
What do I need to connect?
The login page asks for your Current RMS subdomain and Current RMS API key. See Before you connect for where to find them.
Do I put my Current RMS key or an Authorization header in the client config?
No. Add only the URL. Do not add an Authorization header or an API key to the client config. The server signs you in with OAuth: the login page asks for your Current RMS subdomain and Current RMS API key. If the config has such a header, remove it: some clients then send that header instead of the login token, and every call fails with 401.
How do you keep my Current RMS credentials?
The login stores them encrypted in the authorization grant of your connection. The server uses them to call the Current RMS API for you and to derive a private account id for usage metering. usefulapi does not show them on any page or in any reply. To stop all access, remove the connector and change or delete these credentials in Current RMS.
Can the AI change my Current RMS data?
Yes, if you approve it. 5 of the 20 Current RMS tools can create or change data. The other 15 are marked read-only. Most MCP clients ask you to approve a tool call before it runs.
What does it cost?
The Free plan gives 50 tool calls / month. Pro costs $9/mo or $90/yr, with 10,000 tool calls / month. Pro+ costs $39/mo or $390/yr, with 100,000 tool calls / month. Each subscription covers this Current RMS server only. Cancel any time: your paid plan then runs to the end of the paid period. Run current_rms_usage_status to see how many calls you used.
How do I subscribe or cancel?
Ask the AI to run current_rms_upgrade and choose Pro or Pro+, billed monthly or yearly: it returns a Stripe Checkout link. If you already have Pro, ask to change it to Pro+. After you confirm, your existing subscription changes in place, keeps its billing interval and charges the price difference for the rest of the period immediately. To cancel, run current_rms_cancel_subscription. Your paid plan continues to the end of the paid period.
What if a Current RMS tool that I need is missing?
Tell the AI what you wanted to do. It can send the request with current_rms_request_feature. We store the text with the server name, the type of AI client and the tool you tried, not with your account, and read every request when we plan new tools. You can send up to 5 requests per day.
Which AI clients can I use?
Any client that supports remote MCP servers (Streamable HTTP) with OAuth login: Claude (web and desktop), Claude Code, ChatGPT, Codex, Cursor, VS Code, Windsurf and others.
This is a Model Context Protocol endpoint — meant to be connected from an AI client, not opened in a browser. An invalid_token response at the URL is the auth gate working as designed; clients authenticate automatically.
Need a tool this server does not have, or a connection to another system? We build custom integrations and MCP servers.