Revamp CRM MCP server

Read Revamp CRM contacts, deals, notes and orders; create and update contacts, deals and notes. Hosted by usefulapi: connect it to Claude, ChatGPT, Cursor or any MCP client.

Connect Revamp CRM50 free tool calls a month

What can I ask?

Turn on the Revamp CRM connector, then ask in plain words. The AI picks the tools.

What you can do with Revamp CRM in Claude and ChatGPT

For small sales teams who track contacts, deals and online orders in Revamp CRM.

See open deals by stage and value

The AI lists deals filtered by status, pipeline, owner or expected closing date, grouped by stage as a pipeline board. It adds up the value.

Find a contact with their deals and orders

The AI searches contacts by keyword or email, then reads their tags, stage, custom fields, deals and e-commerce order summary.

Check synced e-commerce orders

The AI counts the orders synced for a store and opens one order with totals, shipping status, line items and customer.

Add or update a contact

The AI creates a person or organization, with tags and a contact stage, or changes fields of an existing contact. Search first to avoid a duplicate.

Changes data

Create a deal and add a note

The AI creates a deal for a contact and adds an internal note to a contact or a deal. Nothing is sent to the contact.

Changes data

Mark a deal won or lost

The AI marks a deal as won, or as lost with a reason. It checks the deal first.

Changes data

How do I connect Revamp CRM?

Before you connect

The login page asks for your Revamp CRM email and Revamp CRM API key.

Revamp CRM's API signs in with your account email and API key (never the account password). The key acts with that user's permissions; a dedicated user makes its activity easy to track. Your credentials are used only to call the Revamp CRM API on your behalf; they are never shown to anyone.

Claude claude.ai · Desktop

  1. Open Customize → Connectors, then click + Add → Add custom connector.
  2. Enter the name Revamp CRM and this URL, then click Add:
    https://revamp-crm.usefulapi.io/mcp
  3. Claude opens the login page: enter your Revamp CRM email and Revamp CRM API key.
  4. In a chat, click + → Connectors and turn on Revamp CRM.

Team and Enterprise: an Owner adds the connector for the organization first.

ChatGPT chatgpt.com

  1. Open Plugins, click +, then Add custom MCP server.
  2. Enter the name Revamp CRM and this URL, choose OAuth as the authentication, confirm the warning and create it:
    https://revamp-crm.usefulapi.io/mcp
  3. ChatGPT opens the login page: enter your Revamp CRM email and Revamp CRM API key.
  4. In Plugins, install Revamp 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:

claude mcp add --transport http revamp-crm https://revamp-crm.usefulapi.io/mcp

Cursor

Add to Cursor or add this to ~/.cursor/mcp.json:

{
  "mcpServers": {
    "revamp-crm": {
      "url": "https://revamp-crm.usefulapi.io/mcp"
    }
  }
}

VS Code

Add to VS Code or add this to .vscode/mcp.json:

{
  "servers": {
    "revamp-crm": {
      "type": "http",
      "url": "https://revamp-crm.usefulapi.io/mcp"
    }
  }
}

Codex

Run these commands. The second one opens the login page:

codex mcp add revamp-crm --url https://revamp-crm.usefulapi.io/mcp
codex mcp login revamp-crm

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.

https://revamp-crm.usefulapi.io/mcp

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 Revamp CRM email and Revamp CRM 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

PlanPriceLimit
Free$050 tool calls / month
Proper user$9/mo · $90/yr10,000 tool calls / month
Pro+per user$39/mo · $390/yr100,000 tool calls / month

Each paid plan covers this Revamp CRM server only. Ask your AI to run revampcrm_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 revampcrm_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 revampcrm_upgrade before then undoes the cancel. Or write to support@usefulapi.io.

Tools 23

Show all 23 tools (the AI picks them for you)

Read only · 13

  • Get current userrevampcrm_get_current_user
    The Revamp CRM user the credentials belong to: id, name, email and role. Use the id as owner_user_id / assigned_user_id.
  • List contact stagesrevampcrm_list_contact_stages
    The contact (lead) stage names configured in the account, in order. Use them as contact_stage filters and values.
  • List deal currenciesrevampcrm_list_deal_currencies
    The currencies that deals in this account can use (name, value, symbol).
  • List contact custom fieldsrevampcrm_list_custom_fields
    The contact custom fields defined in the account: CustomFieldName (the property name, e.g. CustomField3), DisplayName, Type and list options. Read this to interpret CustomFieldN values on contacts and to set them.
  • List or search contactsrevampcrm_list_contacts
    Search and list contacts (people and organizations), newest filters first. With no filter it lists all contacts. Each item has name, organization, email/phone (ContactInfo), tags, stage, owner, last-contacted info and e-commerce order summary. resultsInfo carries totalCount and hasNext/nextIndex: pass nextIndex as `page` for the next page.
  • Get contactrevampcrm_get_contact
    One contact by id with full details: contact info, address, tags, stage, custom fields, owner, previous/next task, deal totals (won/lost/open per currency), e-commerce order summary and order details.
  • List a contact's dealsrevampcrm_list_contact_deals
    All deals of one contact (name, stage, status, value, currency, expected closing date, owner).
  • List dealsrevampcrm_list_deals
    List deals with optional filters (status, pipeline, owner, contact, currency, created / expected-closing / closed date ranges). Each deal has name, stage, status, value, probability, forecasted sale, expected closing date, contact, owner and tags. The deal endpoints have no paging: the reply is cut to `limit` and says how many matched.
  • Search dealsrevampcrm_search_deals
    Search deals by name, status, stage, contact, owner, pipeline, product, sales region or deal source (text match as Revamp CRM defines it). Revamp CRM applies `limit` itself and gives no total: may_have_more is true when a full page came back.
  • List deals grouped by stagerevampcrm_list_deals_by_stage
    The deal pipeline board: deals grouped by stage (with the stage names in CurrentStages). Same filters as revampcrm_list_deals. At most `limit` deals are shown per stage.
  • Get noterevampcrm_get_note
    One note or timeline entry by id: text/message, type, author, related contact and deal, created date.
  • Get e-commerce orderrevampcrm_get_order
    One synced e-commerce order (Shopify, WooCommerce, BigCommerce ...) by the store's own order id: totals, tax, discount, shipping, financial and shipping status, line items and customer. Needs the provider name and store name exactly as Revamp CRM stores them (see ExternalProviders / Shop on a contact).
  • Count e-commerce ordersrevampcrm_count_orders
    How many orders Revamp CRM has synced for one store.

Changes data · 6

  • Create contactrevampcrm_create_contact
    WRITE: create a new contact (person or organization) in the Revamp CRM account. It does not email or message the contact. Search first (revampcrm_list_contacts with keyword/email) so you do not create a duplicate: this tool does not check. Returns Revamp CRM's import result (status, message, the new id in ImportingIntoId).
  • Update contactrevampcrm_update_contact
    WRITE: change fields of an existing contact. Only the fields you pass change: the tool reads the stored contact first and sends it back with your changes (Revamp CRM's update replaces the whole record). `tags` replaces the contact's tags; passing a field overwrites its old value. It does not email or message the contact.
  • Create dealrevampcrm_create_deal
    WRITE: create a new deal (opportunity) in the Revamp CRM account, optionally linked to a contact. It does not message anyone. Use revampcrm_list_deals_by_stage (CurrentStages) for valid stage names and revampcrm_list_deal_currencies for currencies.
  • Add note to a contact or dealrevampcrm_add_note
    WRITE: add a note to a contact or a deal timeline in Revamp CRM. It is an internal note: nothing is sent to the contact. Adding twice creates two notes.
  • Mark deal wonrevampcrm_mark_deal_won
    WRITE: mark a deal as Won in Revamp CRM (its status changes and it counts in won-deal reports). It does not message the contact. Check the deal first with revampcrm_search_deals.
  • Mark deal lostrevampcrm_mark_deal_lost
    WRITE: mark a deal as Lost in Revamp CRM with a reason (its status changes and it counts in lost-deal reports). It does not message the contact. Check the deal first with revampcrm_search_deals.

Your usefulapi plan · 4

  • Usage status (free-tier meter)revampcrm_usage_status
    Report 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 featurerevampcrm_request_feature
    Tell usefulapi that the user needs something the Revamp 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+revampcrm_upgrade
    Get a paid plan for Revamp 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 subscriptionrevampcrm_cancel_subscription
    Cancel the caller's Revamp 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 revampcrm_upgrade later to undo the cancel before the period ends. Does not count against the meter.

FAQ

What can I do with Revamp CRM in Claude or ChatGPT?

See open deals by stage and value. Find a contact with their deals and orders. Check synced e-commerce orders. Add or update a contact. Create a deal and add a note. Mark a deal won or lost. See what you can do for the details.

Is this an official Revamp CRM product?

No. usefulapi is an independent service. It is not affiliated with or endorsed by Revamp CRM. The server calls the Revamp CRM API with your own Revamp CRM access, so it sees only the data that your account can see.

Can I connect Revamp 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 Revamp CRM email and Revamp CRM API key. See Before you connect for where to find them.

Do I put my Revamp 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 Revamp CRM email and Revamp CRM 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 Revamp CRM credentials?

The login stores them encrypted in the authorization grant of your connection. The server uses them to call the Revamp 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 Revamp CRM.

Can the AI change my Revamp CRM data?

Yes, if you approve it. 6 of the 19 Revamp CRM tools can create or change data. The other 13 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 Revamp CRM server only. Cancel any time: your paid plan then runs to the end of the paid period. Run revampcrm_usage_status to see how many calls you used.

How do I subscribe or cancel?

Ask the AI to run revampcrm_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 revampcrm_cancel_subscription. Your paid plan continues to the end of the paid period.

What if a Revamp CRM tool that I need is missing?

Tell the AI what you wanted to do. It can send the request with revampcrm_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.

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