usefulapiVirtuous MCP server
Search donors and contacts, giving history, notes and projects, and log notes, tags and gifts. Hosted by usefulapi: connect it to Claude, ChatGPT, Cursor or any MCP client.
What can I ask?
Turn on the Virtuous connector, then ask in plain words. The AI picks the tools.
- Find the contact record for jane.smith@example.com and show her giving history.
- What gifts has the Smith household given us, and when?
- Which of our upcoming events have the most RSVPs?
- Add a note to Jane Smith's record: called to thank her for her gift.
What you can do with Virtuous in Claude and ChatGPT
For fundraisers and donor-relations teams who manage donors in Virtuous.
Find a donor and read their giving history
The AI finds a contact by name, email or outside reference, lists their gifts and opens one gift with its designations.
Check projects and their giving
The AI searches projects (funds) by name or code and reads balances, financial need and life-to-date giving.
Compare events by RSVPs and giving
The AI lists events with invite and RSVP counts, attendance and total giving, and ranks them for you.
Run a query over gifts, contacts or other records
The AI checks the allowed parameters for a record type, then runs a query on contacts, gifts, pledges, events and more and returns the matching list and total.
Log a note or apply a tag on a donor record
The AI adds a call, meeting or visit note to a contact, using a valid note type, or applies an existing tag to a contact.
Changes dataSubmit a gift or a contact for import
The AI submits a gift or a new or updated contact through the Virtuous import pipeline. A user reviews and commits the import later.
Changes dataHow do I connect Virtuous?
Before you connect
The login page asks for your Virtuous API key.
Create one in Virtuous → Settings → API Keys (the key acts with the permission group you assign it). Your key is used only to call the Virtuous API on your behalf and to derive a private account id; it is never shown to anyone.
Claude claude.ai · Desktop
- Open Customize → Connectors, then click + Add → Add custom connector.
- Enter the name Virtuous and this URL, then click Add:https://
virtuous-crm. usefulapi. io/ mcp - Claude opens the login page: enter your Virtuous API key.
- In a chat, click + → Connectors and turn on Virtuous.
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 Virtuous and this URL, choose OAuth as the authentication, confirm the warning and create it:https://
virtuous-crm. usefulapi. io/ mcp - ChatGPT opens the login page: enter your Virtuous API key.
- In Plugins, install Virtuous, 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": {
"virtuous-crm": {
"url": "https://virtuous-crm.usefulapi.io/mcp"
}
}
} VS Code
Add to VS Code or add this to .vscode/mcp.json:
{
"servers": {
"virtuous-crm": {
"type": "http",
"url": "https://virtuous-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 Virtuous 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.
Guides
- Prepare for a donor call in Virtuous with Claude
Claude or ChatGPT can find a donor in Virtuous, sum up their giving history and past notes before a call, and log a note after it.
20 October 2026
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 Virtuous server only. Ask your AI to run virtuous_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 virtuous_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 virtuous_upgrade before then undoes the cancel. Or write to support@usefulapi.io.
Tools 25
Show all 25 tools (the AI picks them for you)
Read only · 17
- Get the current organization
virtuous_get_current_organizationFetch 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. - Global search
virtuous_searchFull-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. - Search contacts
virtuous_search_contactsFind 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. - Get a contact
virtuous_get_contactFetch 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. - Find a contact by email or reference
virtuous_find_contactLook 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. - List a contact's individuals
virtuous_list_contact_individualsList the individuals (people) that belong to a contact/household, with names, birth dates, and their emails and phones (contact methods). - List a contact's notes
virtuous_list_contact_notesList the notes logged on a contact — calls, meetings, emails and other touchpoints — with type, date, text and author. - List contact note types
virtuous_list_contact_note_typesList the note types this organization accepts on a contact note (e.g. Call, Email, Visit; admins can add custom ones). Call it before virtuous_create_contact_note and pass one of these names as its type. - List a contact's tags
virtuous_list_contact_tagsList the tags applied to a contact (contactTagId, tagId, name). - List a contact's gifts
virtuous_list_contact_giftsList a contact's giving history: gift id, type, date, amount, segment and batch. Use virtuous_get_gift for designations and full detail. - Get a gift
virtuous_get_giftFetch one gift in full: contact, type, date, amount and currency, batch, segment, grant, tribute, receipt date, designations to projects, premiums and custom fields. - List tags
virtuous_list_tagsList the organization's tags (id, name, tag group). Use this to find a tagId before virtuous_add_contact_tag. - Search projects
virtuous_search_projectsFind projects (funds / designations gifts are given to) by name or code, with their balances, financial need and life-to-date giving. - Get a project
virtuous_get_projectFetch one project: code, type, status, balances, financial need, date range, life-to-date and calendar-year giving and gift/giver counts. - List events
virtuous_list_eventsList the organization's events: name, type, location, start/end, invite and RSVP counts, attendance and total giving. - Get query options
virtuous_get_query_optionsList the parameters, their types, allowed operators and value options that virtuous_query accepts for one record type. Call this BEFORE building a query. - Query records
virtuous_queryRun 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.
Changes data · 4
- Log a note on a contact
virtuous_create_contact_noteAdd a note to a contact's timeline — a call, meeting, visit or other touchpoint. Writes to the donor record. Get the valid type names from virtuous_list_contact_note_types first. - Tag a contact
virtuous_add_contact_tagApply an existing tag to a contact (find the tagId with virtuous_list_tags). - Submit a contact for import
virtuous_create_contact_transactionSubmit 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. - Submit a gift for import
virtuous_create_gift_transactionRecord 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.
Your usefulapi plan · 4
- Usage status (free-tier meter)
virtuous_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
virtuous_request_featureTell usefulapi that the user needs something the Virtuous 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+
virtuous_upgradeGet a paid plan for Virtuous (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
virtuous_cancel_subscriptionCancel the caller's Virtuous 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 virtuous_upgrade later to undo the cancel before the period ends. Does not count against the meter.
FAQ
What can I do with Virtuous in Claude or ChatGPT?
Find a donor and read their giving history. Check projects and their giving. Compare events by RSVPs and giving. Run a query over gifts, contacts or other records. Log a note or apply a tag on a donor record. Submit a gift or a contact for import. See what you can do for the details.
Is this an official Virtuous product?
No. usefulapi is an independent service. It is not affiliated with or endorsed by Virtuous. The server calls the Virtuous API with your own Virtuous access, so it sees only the data that your account can see.
Can I connect Virtuous 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 Virtuous API key. See Before you connect for where to find it.
Do I put my Virtuous 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 Virtuous 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 Virtuous credentials?
The login stores them encrypted in the authorization grant of your connection. The server uses them to call the Virtuous 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 Virtuous.
Can the AI change my Virtuous data?
Yes, if you approve it. 4 of the 21 Virtuous tools can create or change data. The other 17 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 Virtuous server only. Cancel any time: your paid plan then runs to the end of the paid period. Run virtuous_usage_status to see how many calls you used.
How do I subscribe or cancel?
Ask the AI to run virtuous_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 virtuous_cancel_subscription. Your paid plan continues to the end of the paid period.
What if a Virtuous tool that I need is missing?
Tell the AI what you wanted to do. It can send the request with virtuous_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.