usefulapiNeon CRM MCP server
Search Neon CRM accounts, donations, memberships and events; create accounts and activities. Hosted by usefulapi: connect it to Claude, ChatGPT, Cursor or any MCP client.
What can I ask?
Turn on the Neon CRM connector, then ask in plain words. The AI picks the tools.
- Show the donations Jane Smith has made this year.
- List the events coming up in the next 30 days.
- Which membership levels do we offer, and which of them are currently active?
- Log a call with Jane Smith asking about her membership renewal.
What you can do with Neon CRM in Claude and ChatGPT
For fundraising and membership staff at nonprofits who manage donors, members and events in Neon CRM.
Look up a supporter's donations and memberships
The AI finds an account by name or email and lists its donations (amount, date, fund, campaign, status) and its membership history. You see what one supporter has given.
Find upcoming events and who registered
The AI lists events by name, category or date window and reads one event with its registrations, tickets and attendees.
Check membership levels and renewal status
The AI lists the membership levels with their status and reads memberships with term, dates, fee, status and auto-renewal. You see which memberships are active or have failed.
Check how a fundraising campaign is doing
The AI lists campaigns and reads one with its dates, goal, fund and fundraising statistics. You can compare progress against the goal.
Add a new account for a person or company
The AI first checks for an account with the same email, then creates an individual or company account. Neon may merge it into a matching account.
Changes dataLog or update an activity with a supporter
The AI creates an activity with a subject, start date, status and priority, or changes an existing one, for example to mark it completed.
Changes dataHow do I connect Neon CRM?
Before you connect
The login page asks for your Organization ID, API key and Instance type.
Organization ID: Neon CRM → Settings → Organization Profile. API key: Neon CRM → Settings → User Management → open a user → enable API Access and copy the key (the key inherits that user’s permissions). Your credentials are used only to call the Neon CRM 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 Neon CRM and this URL, then click Add:https://
neon-crm. usefulapi. io/ mcp - Claude opens the login page: enter your Organization ID, API key and Instance type.
- In a chat, click + → Connectors and turn on Neon CRM.
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 Neon CRM and this URL, choose OAuth as the authentication, confirm the warning and create it:https://
neon-crm. usefulapi. io/ mcp - ChatGPT opens the login page: enter your Organization ID, API key and Instance type.
- In Plugins, install Neon CRM, 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": {
"neon-crm": {
"url": "https://neon-crm.usefulapi.io/mcp"
}
}
} VS Code
Add to VS Code or add this to .vscode/mcp.json:
{
"servers": {
"neon-crm": {
"type": "http",
"url": "https://neon-crm.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 Organization ID, API key and Instance type. 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 Neon CRM server only. Ask your AI to run neon_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 neon_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 neon_upgrade before then undoes the cancel. Or write to support@usefulapi.io.
Tools 26
Show all 26 tools (the AI picks them for you)
Read only · 18
- Get the organization profile
neon_get_organization_profileFetch the Neon CRM organization these credentials belong to — its name, org ID and app URL. A cheap way to confirm the org ID and API key work. - List accounts
neon_list_accountsList constituent accounts (individuals and companies), optionally filtered by email, first or last name, or type. Returns accountId, names, email and userType. For richer queries use neon_search. - Get one account
neon_get_accountFetch one account in full — returned as individualAccount or companyAccount with its primary contact, addresses, consent, custom fields, current membership status and timestamps. - List search or output fields
neon_list_search_fieldsDiscover the field names neon_search accepts for a resource: kind=searchFields gives filterable fields with their allowed operators; kind=outputFields gives the columns you can return (standard field names plus custom fields with numeric ids). Call this before neon_search. - Search records
neon_searchReport-style search over accounts, donations (includes pledges and pledge payments), activities or events. Give filter criteria (field + operator + value), the output columns to return (standard field NAMES as strings, or custom-field IDS as integers — both from neon_list_search_fields), and 0-based pagination. Results come back as searchResults rows keyed by output field name, plus pagination totals. Neon allows only ONE concurrent search per endpoint. - List an account's donations
neon_list_account_donationsList one account's donations (amount, date, fund, campaign, purpose, status, payments), newest first by default. - List an account's memberships
neon_list_account_membershipsList one account's membership history — level, term, start and end dates, fee, status (e.g. SUCCEEDED/FAILED) and auto-renewal. Filter to active or the primary active membership. - List an account's event registrations
neon_list_account_event_registrationsList the event registrations one account has made, optionally for a single event. - Get one donation
neon_get_donationFetch one donation — amount, date, fund, campaign, purpose, source, tribute, soft-credit solicitor, payments and status. - Get one membership
neon_get_membershipFetch one membership — level, term, dates, fee, status, auto-renewal, sub-members and payments. - List membership levels
neon_list_membership_levelsList the organization's membership levels (id, code, description, rank, type, status). - List events
neon_list_eventsList events, filterable by name, category, date window, published or archived state. Dates are YYYY-MM-DD. Only Neon's legacy events are exposed by the API. - Get one event
neon_get_eventFetch one event — name, summary, dates, location, capacity, category, campaign, registration and financial settings. - List an event's registrations
neon_list_event_registrationsList the registrations for one event — registrant account, tickets and attendees, amount, payments. Optionally only one registrant. - List campaigns
neon_list_campaignsList fundraising campaigns (id, code, name, status). - Get one campaign
neon_get_campaignFetch one campaign — dates, goal, fund, purpose, parent campaign, status, page URLs and fundraising statistics. - Get one activity
neon_get_activityFetch one activity (a logged interaction or task) — subject, note, dates, linked accounts, assigned users, status and priority. - List lookup values
neon_list_propertiesList one of the organization's lookup lists — the ids other tools need: funds, purposes, sources, solicitation methods, activity statuses and system time zones (for neon_create_activity), system users, individual and company types, event categories, countries, states/provinces, genders, prefixes.
Changes data · 4
- Create an account
neon_create_accountCreate a constituent account: an INDIVIDUAL (a person) or a COMPANY (with company_name, plus an optional primary contact). Neon's Account Match may merge it into an existing account with the same name and email, so check neon_list_accounts by email first. Returns the new id. - Update an account
neon_update_accountChange an account's name, email, job title, company name or do-not-solicit / email opt-out flags. Only the fields you pass are changed (PATCH). The type must match the account (see neon_get_account). Addresses are not edited here. - Log an activity
neon_create_activityCreate an activity — log an interaction with a constituent (call, meeting, note) or schedule a task. Needs a subject, a start date, a time zone id (neon_list_properties name=systemTimezones), a status id (name=activityStatuses) and a priority; link it to accounts and assign it to system users. Returns the new id. - Update an activity
neon_update_activityChange an activity's subject, note, status (e.g. mark it completed) or priority. Only the fields you pass are changed (PATCH).
Your usefulapi plan · 4
- Usage status (free-tier meter)
neon_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
neon_request_featureTell usefulapi that the user needs something the Neon CRM 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+
neon_upgradeGet a paid plan for Neon CRM (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
neon_cancel_subscriptionCancel the caller's Neon CRM 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 neon_upgrade later to undo the cancel before the period ends. Does not count against the meter.
FAQ
What can I do with Neon CRM in Claude or ChatGPT?
Look up a supporter's donations and memberships. Find upcoming events and who registered. Check membership levels and renewal status. Check how a fundraising campaign is doing. Add a new account for a person or company. Log or update an activity with a supporter. See what you can do for the details.
Is this an official Neon CRM product?
No. usefulapi is an independent service. It is not affiliated with or endorsed by Neon CRM. The server calls the Neon CRM API with your own Neon CRM access, so it sees only the data that your account can see.
Can I connect Neon CRM 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 Organization ID, API key and Instance type. See Before you connect for where to find them.
Do I put my Neon CRM 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 Organization ID, API key and Instance type. 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 Neon CRM credentials?
The login stores them encrypted in the authorization grant of your connection. The server uses them to call the Neon CRM 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 Neon CRM.
Can the AI change my Neon CRM data?
Yes, if you approve it. 4 of the 22 Neon CRM tools can create or change data. The other 18 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 Neon CRM server only. Cancel any time: your paid plan then runs to the end of the paid period. Run neon_usage_status to see how many calls you used.
How do I subscribe or cancel?
Ask the AI to run neon_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 neon_cancel_subscription. Your paid plan continues to the end of the paid period.
What if a Neon CRM tool that I need is missing?
Tell the AI what you wanted to do. It can send the request with neon_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.