# io.usefulapi/virtuous-crm (remote · virtuous-crm.usefulapi.io)

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

- Trust score: 77/100 (medium)
- Registry status: active
- Liveness: live
- Owner verified: no
- Last scored: 2026-10-04

## Components

- remote · `virtuous-crm.usefulapi.io`: 77/100 (this document), [markdown](https://verifymcp.io/servers/io-usefulapi-virtuous-crm/virtuous-crm.md), [page](https://verifymcp.io/servers/io-usefulapi-virtuous-crm/virtuous-crm)

## Channel facts

- Endpoint: `https://virtuous-crm.usefulapi.io/mcp`
- Transports: `streamable-http`
- Auth: `none`
- Version: `1.0.0`

## Trust breakdown

How this component scores in each security and reliability category. Every signal is checked automatically against the live server, and we only credit what we can confirm. Scores are 0–100 per category. Scoring method: https://verifymcp.io/docs/scoring (what has changed: https://verifymcp.io/docs/scoring/changelog)

Scored 2026-10-04.

- **Endpoint Security**: 89/100
  - The endpoint's TLS certificate is valid, in date, and uses a strong key.
  - Authorisation is enforced on tool calls, advertised via RFC 9728 protected-resource metadata. Discovery is public, which costs nothing: no tool can be invoked without a token.
  - HTTPS is enforced; there's no plaintext access path.
  - HSTS check failed: the Strict-Transport-Security header is absent.
  - DNSSEC check failed: this domain isn't protected by DNSSEC.
  - The authorisation server offers only Dynamic Client Registration (RFC 7591), which MCP 2026-07-28 deprecated in favour of Client ID Metadata Documents.
- **Transport & Reachability**: 100/100
  - Verified streamable-http transport via a live MCP handshake.
- **Schema Quality & AI Usability**: 75/100
  - AI-judged instruction clarity (excellent).
  - Context-footprint check failed: tool/resource definitions use about 2518 tokens (~125/item across 20 items; 20 tools + 0 resources), over budget; trim descriptions and params.
  - Usage-examples check failed: none of the tools include examples.
- **Stability & Change Management**: 13/100
  - Stability observed for 4 of 30 days with no destabilising changes; credit accrues until the full window elapses.
- **Tool Coverage**: 94/100
  - 100% of tools have a non-trivial description (not blank, and not just the tool's name).
  - 82% of tool parameters carry a description.
- **Tool Safety**: 100/100
  - No prompt-injection markers were found in the server instructions, tool names or descriptions we captured.
  - We read all 20 captured tool definition(s), and no name or description among them implies an irreversible operation.
  - An AI judge read all 20 captured unit(s) of tool text and found none that tries to manipulate the model reading it.
- **Capabilities**: 60/100
  - Spec-recency check failed: implements MCP spec 2025-06-18; the latest is 2026-07-28.

## Install

### How do I install the io.usefulapi/virtuous-crm MCP server?

io.usefulapi/virtuous-crm is a hosted endpoint at https://virtuous-crm.usefulapi.io/mcp, so there is nothing to install locally. Ready-made configuration for Claude, Cursor, VS Code, Codex and 5 more is on this page, copied from each client's own documentation.

### Claude

```bash
claude mcp add --transport http io-usefulapi-virtuous-crm 'https://virtuous-crm.usefulapi.io/mcp'
```

### Cursor

```json
{
  "mcpServers": {
    "io-usefulapi-virtuous-crm": {
      "url": "https://virtuous-crm.usefulapi.io/mcp"
    }
  }
}
```

### VS Code

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

### Codex

```toml
[mcp_servers.io-usefulapi-virtuous-crm]
url = "https://virtuous-crm.usefulapi.io/mcp"
```

### opencode

```json
{
  "$schema": "https://opencode.ai/config.json",
  "mcp": {
    "io-usefulapi-virtuous-crm": {
      "type": "remote",
      "url": "https://virtuous-crm.usefulapi.io/mcp",
      "enabled": true
    }
  }
}
```

### OpenClaw

```bash
openclaw mcp add io-usefulapi-virtuous-crm --url 'https://virtuous-crm.usefulapi.io/mcp' --transport streamable-http
```

### Hermes

```yaml
mcp_servers:
  io-usefulapi-virtuous-crm:
    url: "https://virtuous-crm.usefulapi.io/mcp"
```

### Netclaw

```json
{
  "McpServers": {
    "io-usefulapi-virtuous-crm": {
      "Transport": "http",
      "Url": "https://virtuous-crm.usefulapi.io/mcp"
    }
  }
}
```

### Vellum

```bash
assistant mcp add io-usefulapi-virtuous-crm -t streamable-http -u 'https://virtuous-crm.usefulapi.io/mcp'
```

### Other

```json
{
  "mcpServers": {
    "io-usefulapi-virtuous-crm": {
      "type": "http",
      "url": "https://virtuous-crm.usefulapi.io/mcp"
    }
  }
}
```

The mcpServers block is a cross-client convention. Remote transports vary, so check your client's docs.

## Changelog

Every change recorded for this component, newest first. Days that predate change tracking, or that we cannot explain, say so: "we were watching and nothing happened" and "we were not watching" are different claims.

### 2026-10-04 (score 77, +1)

No change was recorded against any check on this day. Stability & Change Management went from 10 to 13. That category is still filling its 30-day observation window: 3 days of observed history at the previous scan, 4 at this one. The score rises as the window fills, whether or not the server changes.

### 2026-10-02 (score 76, +1)

- [functional] Server version: 1.3.0 → 1.5.1

### 2026-10-01 (score 75, +4)

- [security improvement] HTTPS: unverified → pass
- [functional improvement] Stability: unverified → 0.03
- [functional] Server version: 1.0.0 → 1.3.0

### 2026-09-30 (score 71, +53)

- [security improvement] Authorization: unverified → pass
- [security improvement] Injection markers: unverified → pass
- [security improvement] Transport: fail → pass
- [security] First check of Judged manipulation: pass
- [security] First check of Authorization: partial
- [functional regression] MCP protocol: unverified → fail
- [functional improvement] Tool coverage: unverified → 100
- [functional] First check of Schema quality: fail
- [functional] First check of Schema quality: excellent
- [functional] First check of Destructive annotations: pass
- [functional] First check of Schema quality: fail
- [functional] First check of Tool coverage: 82

### 2026-09-29 (score 18)

First indexed and scored.

## MCP tools (20)

### `virtuous_get_current_organization` (~61 tokens)

Get the 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` (~128 tokens)

Global 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.

Input parameters:

- `filter_types` (array): Restrict to these kinds. Omit to search all.
- `query` (string, required): Free-text search, e.g. a name, email or organization.
- `skip` (integer): Records to skip (default 0).
- `take` (integer): Records to return, 1-100 (default 10).

### `virtuous_search_contacts` (~110 tokens)

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.

Input parameters:

- `search` (string, required): Text to match, e.g. "Weyland" or an email address.
- `skip` (integer): Records to skip (default 0).
- `take` (integer): Records to return, 1-100 (default 10).

### `virtuous_get_contact` (~74 tokens)

Get a 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}.

Input parameters:

- `contact_id` (integer, required): The contact id (integer).

### `virtuous_find_contact` (~116 tokens)

Find a contact by email or reference

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.

Input parameters:

- `email` (string): The email address.
- `reference_id` (string): The identifier within that reference source.
- `reference_source` (string): The reference source, e.g. Stripe, MailChimp, Shopify.

### `virtuous_list_contact_individuals` (~72 tokens)

List a contact's 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}.

Input parameters:

- `contact_id` (integer, required): The contact id (integer).

### `virtuous_list_contact_notes` (~119 tokens)

List a contact's 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}.

Input parameters:

- `contact_id` (integer, required): The contact id (integer).
- `descending` (boolean): Sort descending.
- `skip` (integer): Records to skip (default 0).
- `sort_by` (string): Sort field.
- `take` (integer): Records to return, 1-100 (default 10).

### `virtuous_list_contact_tags` (~90 tokens)

List a contact's tags

List the tags applied to a contact (contactTagId, tagId, name). Virtuous: GET /api/ContactTag/ByContact/{contactId}.

Input parameters:

- `contact_id` (integer, required): The contact id (integer).
- `skip` (integer): Records to skip (default 0).
- `take` (integer): Records to return, 1-100 (default 10).

### `virtuous_list_contact_gifts` (~125 tokens)

List a contact's 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}.

Input parameters:

- `contact_id` (integer, required): The contact id (integer).
- `descending` (boolean): Sort descending.
- `skip` (integer): Records to skip (default 0).
- `sort_by` (string): Sort field.
- `take` (integer): Records to return, 1-100 (default 10).

### `virtuous_get_gift` (~73 tokens)

Get a 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}.

Input parameters:

- `gift_id` (integer, required): The gift id (integer).

### `virtuous_list_tags` (~78 tokens)

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.

Input parameters:

- `skip` (integer): Records to skip (default 0).
- `take` (integer): Records to return, 1-100 (default 10).

### `virtuous_search_projects` (~98 tokens)

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.

Input parameters:

- `search` (string, required): Text to match against project name or code.
- `skip` (integer): Records to skip (default 0).
- `take` (integer): Records to return, 1-100 (default 10).

### `virtuous_get_project` (~66 tokens)

Get a 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}.

Input parameters:

- `project_id` (integer, required): The project id (integer).

### `virtuous_list_events` (~75 tokens)

List events

List the organization's events: name, type, location, start/end, invite and RSVP counts, attendance and total giving. Virtuous: GET /api/Event.

Input parameters:

- `skip` (integer): Records to skip (default 0).
- `take` (integer): Records to return, 1-100 (default 10).

### `virtuous_get_query_options` (~66 tokens)

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.

Input parameters:

- `resource` (string, required): Which Virtuous record type to query.

### `virtuous_query` (~239 tokens)

Query records

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.

Input parameters:

- `descending` (boolean): Sort descending.
- `full_details` (boolean): Contact and Gift only: return full records (Query/FullContact, Query/FullGift).
- `groups` (array): Condition groups, as in the Virtuous query builder. Omit for all records.
- `include_archived` (boolean): Contact queries only: include archived contacts.
- `resource` (string, required): Which Virtuous record type to query.
- `skip` (integer): Records to skip (default 0).
- `sort_by` (string): Field to sort by (e.g. for gifts: Id, Amount, GiftDate, ReceiptDate, Batch).
- `take` (integer): Records to return, 1-1000 (default 10).

### `virtuous_create_contact_note` (~143 tokens)

Log a note on a contact

Add a note to a contact's timeline — a call, meeting, visit or other touchpoint. Writes to the donor record. Virtuous: POST /api/ContactNote.

Input parameters:

- `contact_id` (integer, required): The contact id (integer).
- `important` (boolean): Flag the note as important.
- `note` (string, required): The note text.
- `note_date_time` (string): When it happened, ISO 8601 (defaults to now).
- `private` (boolean): Make the note private.
- `time_spent` (integer): Time spent, in minutes.
- `type` (string): A contact note type configured in the organization.

### `virtuous_add_contact_tag` (~65 tokens)

Tag a contact

Apply an existing tag to a contact (find the tagId with virtuous_list_tags). Virtuous: POST /api/ContactTag.

Input parameters:

- `contact_id` (integer, required): The contact id (integer).
- `tag_id` (integer, required): The tag id (integer).

### `virtuous_create_contact_transaction` (~372 tokens)

Submit a contact for import

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.

Input parameters:

- `address1` (string)
- `address2` (string)
- `city` (string)
- `contact_type` (string): Contact type, e.g. Household or Organization.
- `country` (string)
- `custom_fields` (object): Custom field name -> value.
- `email` (string)
- `email_lists` (array): Email list names to subscribe the contact to.
- `email_type` (string): Email type as configured in Virtuous (see contact method types).
- `first_name` (string)
- `last_name` (string)
- `middle_name` (string)
- `name` (string): Contact (household/organization) name.
- `origin_segment_code` (string): Code of the segment that brought this contact in.
- `phone` (string)
- `phone_type` (string): Phone type as configured in Virtuous (see contact method types).
- `postal` (string)
- `reference_id` (string): The contact's id in that system.
- `reference_source` (string): Your system's name, e.g. "Website" or "Stripe".
- `state` (string)
- `suffix` (string)
- `tags` (string): Tag names to apply (Virtuous takes these as one string).
- `title` (string): Name prefix, e.g. Mr., Dr.

### `virtuous_create_gift_transaction` (~348 tokens)

Submit a gift for import

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.

Input parameters:

- `amount` (string, required): Gift amount, e.g. "100.00".
- `batch` (string): Batch name.
- `check_number` (string)
- `contact` (object, required): The donor. Virtuous matches this against existing contacts.
- `currency_code` (string): ISO currency code, e.g. USD.
- `custom_fields` (object): Custom field name -> value.
- `designations` (array): Split the gift across projects.
- `frequency` (string): For a recurring gift: its frequency as named in Virtuous.
- `gift_date` (string, required): Gift date, e.g. 2026-09-29.
- `gift_type` (string, required): Gift type as configured in Virtuous, e.g. "Cash".
- `is_private` (boolean)
- `is_tax_deductible` (boolean)
- `notes` (string)
- `receipt_date` (string)
- `segment` (string): Segment code the gift is attributed to.
- `transaction_id` (string): The gift's id in that source (prevents double import).
- `transaction_source` (string): Where the gift came from, e.g. "Website".

## Diagnostics

Captured diagnostic sections: TLS, DNSSEC, Authorisation, Transports. The full working is on the page: https://verifymcp.io/servers/io-usefulapi-virtuous-crm/virtuous-crm#diagnostics

## Score history

- 2026-10-04: 77
- 2026-10-03: 76
- 2026-10-02: 76
- 2026-10-01: 75
- 2026-09-30: 71
- 2026-09-29: 18

## Common questions

### What is the io.usefulapi/virtuous-crm MCP server?

io.usefulapi/virtuous-crm is an MCP server listed in the public MCP registry as io.usefulapi/virtuous-crm. Search donors and contacts, giving history, notes and projects, and log notes, tags and gifts. This page covers its hosted endpoint (https://virtuous-crm.usefulapi.io/mcp).

### Is the io.usefulapi/virtuous-crm MCP server safe to use?

io.usefulapi/virtuous-crm scores 77 out of 100 on VerifyMCP. That is a record of what we were able to check automatically, not an endorsement. The category breakdown on this page shows every signal behind the number, including the ones we could not confirm.

### What tools does the io.usefulapi/virtuous-crm MCP server expose?

io.usefulapi/virtuous-crm exposes 20 tools: virtuous_get_current_organization, virtuous_search, virtuous_search_contacts, virtuous_get_contact, virtuous_find_contact, and 15 more. Their descriptions and schemas cost roughly 2,518 tokens of context every time the server is loaded.

### Does the io.usefulapi/virtuous-crm MCP server require authentication?

Yes. io.usefulapi/virtuous-crm asked us for credentials when we connected, so you will need to authorise it in your MCP client before it can do anything.

### Is the io.usefulapi/virtuous-crm MCP server still maintained?

io.usefulapi/virtuous-crm is still listed as active in the MCP registry. We last reached this channel on 4 October 2026. Those dates come from our own scans of the registry and the channel itself, not from anything the publisher announced.

## Links

- Remote endpoint: https://virtuous-crm.usefulapi.io/mcp
- Repository: https://github.com/m190/usefulapi-mcp
- Changelog RSS feed: https://verifymcp.io/servers/io-usefulapi-virtuous-crm/virtuous-crm.xml
- Changelog JSON feed: https://verifymcp.io/servers/io-usefulapi-virtuous-crm/virtuous-crm.json
- HTML version of this page: https://verifymcp.io/servers/io-usefulapi-virtuous-crm/virtuous-crm