Virtuous MCP by usefulapi
Search donors and contacts, giving history, notes and projects, and log notes, tags and gifts.
Should I use this
Quality & Safety
Findings (4)
- LOWTool 'virtuous_get_current_organization' name length outside 3-30 rangein virtuous_get_current_organization
- LOWTool 'virtuous_list_contact_individuals' name length outside 3-30 rangein virtuous_list_contact_individuals
- LOWTool 'virtuous_create_contact_transaction' name length outside 3-30 rangein virtuous_create_contact_transaction
- LOWTool 'virtuous_create_gift_transaction' name length outside 3-30 rangein virtuous_create_gift_transaction
Based on automated analysis of tool definitions and protocol compliance.
Context Cost
This is the approximate number of tokens consumed each time the server's tools are loaded into a model's context. Higher counts reduce the attention available for other tasks.
Install
One-Click Install
Add this to your `claude_desktop_config.json` file:
{
"mcpServers": {
"virtuous-crm": {
"url": "https://virtuous-crm.usefulapi.io/mcp"
}
}
}Remote endpoints
https://virtuous-crm.usefulapi.io/mcpstreamable-httpWhat it can do
Tool inventory
Tools (20)
🟢virtuous_get_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.
Input Schema
{
"type": "object",
"properties": {},
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟢virtuous_search(query, filter_types, skip, take)
Full-text search across contacts, individuals and entities (campaigns, projects, segments, tags) — the same search as the Virtuous search bar. Returns hits with highlights, grouped by kind. Virtuous: POST /api/Search.
Input Schema
{
"type": "object",
"properties": {
"query": {
"type": "string",
"minLength": 1,
"description": "Free-text search, e.g. a name, email or organization."
},
"filter_types": {
"description": "Restrict to these kinds. Omit to search all.",
"type": "array",
"items": {
"type": "string",
"enum": [
"Contact",
"Individual",
"Campaign",
"Project",
"Segment",
"Tag"
]
}
},
"skip": {
"description": "Records to skip (default 0).",
"type": "integer",
"minimum": 0,
"maximum": 9007199254740991
},
"take": {
"description": "Records to return, 1-100 (default 10).",
"type": "integer",
"minimum": 1,
"maximum": 100
}
},
"required": [
"query"
],
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟢virtuous_search_contacts(search, skip, take)
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 Schema
{
"type": "object",
"properties": {
"search": {
"type": "string",
"minLength": 1,
"description": "Text to match, e.g. \"Weyland\" or an email address."
},
"skip": {
"description": "Records to skip (default 0).",
"type": "integer",
"minimum": 0,
"maximum": 9007199254740991
},
"take": {
"description": "Records to return, 1-100 (default 10).",
"type": "integer",
"minimum": 1,
"maximum": 100
}
},
"required": [
"search"
],
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟢virtuous_get_contact(contact_id)
Fetch one contact (household, organization, foundation ...) with its address, giving summary (life-to-date, year-to-date, last gift), individuals and their contact methods, and custom fields. Virtuous: GET /api/Contact/{contactId}.
Input Schema
{
"type": "object",
"properties": {
"contact_id": {
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 9007199254740991,
"description": "The contact id (integer)."
}
},
"required": [
"contact_id"
],
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟢virtuous_find_contact(email, reference_source, reference_id)
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 Schema
{
"type": "object",
"properties": {
"email": {
"description": "The email address.",
"type": "string"
},
"reference_source": {
"description": "The reference source, e.g. Stripe, MailChimp, Shopify.",
"type": "string"
},
"reference_id": {
"description": "The identifier within that reference source.",
"type": "string"
}
},
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟢virtuous_list_contact_individuals(contact_id)
List the individuals (people) that belong to a contact/household, with names, birth dates, and their emails and phones (contact methods). Virtuous: GET /api/ContactIndividual/ByContact/{contactId}.
Input Schema
{
"type": "object",
"properties": {
"contact_id": {
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 9007199254740991,
"description": "The contact id (integer)."
}
},
"required": [
"contact_id"
],
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟢virtuous_list_contact_notes(contact_id, sort_by, descending, skip, take)
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 Schema
{
"type": "object",
"properties": {
"contact_id": {
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 9007199254740991,
"description": "The contact id (integer)."
},
"sort_by": {
"description": "Sort field.",
"type": "string",
"enum": [
"Id",
"NoteDate",
"CreatedDateTime"
]
},
"descending": {
"description": "Sort descending.",
"type": "boolean"
},
"skip": {
"description": "Records to skip (default 0).",
"type": "integer",
"minimum": 0,
"maximum": 9007199254740991
},
"take": {
"description": "Records to return, 1-100 (default 10).",
"type": "integer",
"minimum": 1,
"maximum": 100
}
},
"required": [
"contact_id"
],
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟢virtuous_list_contact_tags(contact_id, skip, take)
List the tags applied to a contact (contactTagId, tagId, name). Virtuous: GET /api/ContactTag/ByContact/{contactId}.
Input Schema
{
"type": "object",
"properties": {
"contact_id": {
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 9007199254740991,
"description": "The contact id (integer)."
},
"skip": {
"description": "Records to skip (default 0).",
"type": "integer",
"minimum": 0,
"maximum": 9007199254740991
},
"take": {
"description": "Records to return, 1-100 (default 10).",
"type": "integer",
"minimum": 1,
"maximum": 100
}
},
"required": [
"contact_id"
],
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟢virtuous_list_contact_gifts(contact_id, sort_by, descending, skip, take)
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 Schema
{
"type": "object",
"properties": {
"contact_id": {
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 9007199254740991,
"description": "The contact id (integer)."
},
"sort_by": {
"description": "Sort field.",
"type": "string",
"enum": [
"Id",
"GiftDate",
"Amount",
"Batch",
"CreatedDateTime"
]
},
"descending": {
"description": "Sort descending.",
"type": "boolean"
},
"skip": {
"description": "Records to skip (default 0).",
"type": "integer",
"minimum": 0,
"maximum": 9007199254740991
},
"take": {
"description": "Records to return, 1-100 (default 10).",
"type": "integer",
"minimum": 1,
"maximum": 100
}
},
"required": [
"contact_id"
],
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟢virtuous_get_gift(gift_id)
Fetch one gift in full: contact, type, date, amount and currency, batch, segment, grant, tribute, receipt date, designations to projects, premiums and custom fields. Virtuous: GET /api/Gift/{giftId}.
Input Schema
{
"type": "object",
"properties": {
"gift_id": {
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 9007199254740991,
"description": "The gift id (integer)."
}
},
"required": [
"gift_id"
],
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟢virtuous_list_tags(skip, take)
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 Schema
{
"type": "object",
"properties": {
"skip": {
"description": "Records to skip (default 0).",
"type": "integer",
"minimum": 0,
"maximum": 9007199254740991
},
"take": {
"description": "Records to return, 1-100 (default 10).",
"type": "integer",
"minimum": 1,
"maximum": 100
}
},
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟢virtuous_search_projects(search, skip, take)
Find projects (funds / designations gifts are given to) by name or code, with their balances, financial need and life-to-date giving. Virtuous: POST /api/Project/Search.
Input Schema
{
"type": "object",
"properties": {
"search": {
"type": "string",
"minLength": 1,
"description": "Text to match against project name or code."
},
"skip": {
"description": "Records to skip (default 0).",
"type": "integer",
"minimum": 0,
"maximum": 9007199254740991
},
"take": {
"description": "Records to return, 1-100 (default 10).",
"type": "integer",
"minimum": 1,
"maximum": 100
}
},
"required": [
"search"
],
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟢virtuous_get_project(project_id)
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 Schema
{
"type": "object",
"properties": {
"project_id": {
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 9007199254740991,
"description": "The project id (integer)."
}
},
"required": [
"project_id"
],
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟢virtuous_list_events(skip, take)
List the organization's events: name, type, location, start/end, invite and RSVP counts, attendance and total giving. Virtuous: GET /api/Event.
Input Schema
{
"type": "object",
"properties": {
"skip": {
"description": "Records to skip (default 0).",
"type": "integer",
"minimum": 0,
"maximum": 9007199254740991
},
"take": {
"description": "Records to return, 1-100 (default 10).",
"type": "integer",
"minimum": 1,
"maximum": 100
}
},
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟢virtuous_get_query_options(resource)
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 Schema
{
"type": "object",
"properties": {
"resource": {
"type": "string",
"enum": [
"Contact",
"ContactIndividual",
"ContactNote",
"Gift",
"GiftDesignation",
"GiftAsk",
"PlannedGift",
"Pledge",
"Premium",
"RecurringGift",
"Campaign",
"Communication",
"Project",
"Event",
"EventAttendee",
"Grant",
"Task"
],
"description": "Which Virtuous record type to query."
}
},
"required": [
"resource"
],
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟢virtuous_query(resource, groups, sort_by, descending, include_archived, ...)
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 Schema
{
"type": "object",
"properties": {
"resource": {
"type": "string",
"enum": [
"Contact",
"ContactIndividual",
"ContactNote",
"Gift",
"GiftDesignation",
"GiftAsk",
"PlannedGift",
"Pledge",
"Premium",
"RecurringGift",
"Campaign",
"Communication",
"Project",
"Event",
"EventAttendee",
"Grant",
"Task"
],
"description": "Which Virtuous record type to query."
},
"groups": {
"description": "Condition groups, as in the Virtuous query builder. Omit for all records.",
"type": "array",
"items": {
"type": "object",
"properties": {
"conditions": {
"minItems": 1,
"type": "array",
"items": {
"type": "object",
"properties": {
"parameter": {
"type": "string",
"description": "A parameter name from the QueryOptions tool, e.g. \"Last Name\"."
},
"operator": {
"type": "string",
"description": "An operator allowed for that parameter, from QueryOptions, e.g. \"Is\"."
},
"value": {
"description": "The value to compare against (if the operator needs one).",
"type": "string"
},
"secondaryValue": {
"description": "Second value, for range operators such as Between.",
"type": "string"
},
"values": {
"description": "Several values, for operators that allow multiple values.",
"type": "array",
"items": {
"type": "string"
}
}
},
"required": [
"parameter",
"operator"
]
}
}
},
"required": [
"conditions"
]
}
},
"sort_by": {
"description": "Field to sort by (e.g. for gifts: Id, Amount, GiftDate, ReceiptDate, Batch).",
"type": "string"
},
"descending": {
"description": "Sort descending.",
"type": "boolean"
},
"include_archived": {
"description": "Contact queries only: include archived contacts.",
"type": "boolean"
},
"full_details": {
"description": "Contact and Gift only: return full records (Query/FullContact, Query/FullGift).",
"type": "boolean"
},
"skip": {
"description": "Records to skip (default 0).",
"type": "integer",
"minimum": 0,
"maximum": 9007199254740991
},
"take": {
"description": "Records to return, 1-1000 (default 10).",
"type": "integer",
"minimum": 1,
"maximum": 1000
}
},
"required": [
"resource"
],
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🔴virtuous_create_contact_note(contact_id, note, type, note_date_time, important, ...)
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 Schema
{
"type": "object",
"properties": {
"contact_id": {
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 9007199254740991,
"description": "The contact id (integer)."
},
"note": {
"type": "string",
"minLength": 1,
"description": "The note text."
},
"type": {
"description": "A contact note type configured in the organization.",
"type": "string"
},
"note_date_time": {
"description": "When it happened, ISO 8601 (defaults to now).",
"type": "string"
},
"important": {
"description": "Flag the note as important.",
"type": "boolean"
},
"private": {
"description": "Make the note private.",
"type": "boolean"
},
"time_spent": {
"description": "Time spent, in minutes.",
"type": "integer",
"minimum": 0,
"maximum": 9007199254740991
}
},
"required": [
"contact_id",
"note"
],
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🔴virtuous_add_contact_tag(contact_id, tag_id)
Apply an existing tag to a contact (find the tagId with virtuous_list_tags). Virtuous: POST /api/ContactTag.
Input Schema
{
"type": "object",
"properties": {
"contact_id": {
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 9007199254740991,
"description": "The contact id (integer)."
},
"tag_id": {
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 9007199254740991,
"description": "The tag id (integer)."
}
},
"required": [
"contact_id",
"tag_id"
],
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🔴virtuous_create_contact_transaction(reference_source, reference_id, contact_type, name, title, ...)
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 Schema
{
"type": "object",
"properties": {
"reference_source": {
"description": "Your system's name, e.g. \"Website\" or \"Stripe\".",
"type": "string"
},
"reference_id": {
"description": "The contact's id in that system.",
"type": "string"
},
"contact_type": {
"description": "Contact type, e.g. Household or Organization.",
"type": "string"
},
"name": {
"description": "Contact (household/organization) name.",
"type": "string"
},
"title": {
"description": "Name prefix, e.g. Mr., Dr.",
"type": "string"
},
"first_name": {
"type": "string"
},
"middle_name": {
"type": "string"
},
"last_name": {
"type": "string"
},
"suffix": {
"type": "string"
},
"email_type": {
"description": "Email type as configured in Virtuous (see contact method types).",
"type": "string"
},
"email": {
"type": "string"
},
"phone_type": {
"description": "Phone type as configured in Virtuous (see contact method types).",
"type": "string"
},
"phone": {
"type": "string"
},
"address1": {
"type": "string"
},
"address2": {
"type": "string"
},
"city": {
"type": "string"
},
"state": {
"type": "string"
},
"postal": {
"type": "string"
},
"country": {
"type": "string"
},
"tags": {
"description": "Tag names to apply (Virtuous takes these as one string).",
"type": "string"
},
"origin_segment_code": {
"description": "Code of the segment that brought this contact in.",
"type": "string"
},
"email_lists": {
"description": "Email list names to subscribe the contact to.",
"type": "array",
"items": {
"type": "string"
}
},
"custom_fields": {
"description": "Custom field name -> value.",
"type": "object",
"propertyNames": {
"type": "string"
},
"additionalProperties": {
"type": "string"
}
}
},
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🔴virtuous_create_gift_transaction(gift_date, gift_type, amount, contact, transaction_source, ...)
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 Schema
{
"type": "object",
"properties": {
"gift_date": {
"type": "string",
"minLength": 1,
"description": "Gift date, e.g. 2026-09-29."
},
"gift_type": {
"type": "string",
"minLength": 1,
"description": "Gift type as configured in Virtuous, e.g. \"Cash\"."
},
"amount": {
"type": "string",
"minLength": 1,
"description": "Gift amount, e.g. \"100.00\"."
},
"contact": {
"type": "object",
"properties": {
"id": {
"description": "Existing Virtuous contact id.",
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 9007199254740991
},
"referenceId": {
"description": "The donor's id in your system.",
"type": "string"
},
"name": {
"type": "string"
},
"type": {
"description": "Contact type, e.g. Household or Organization.",
"type": "string"
},
"title": {
"type": "string"
},
"firstname": {
"type": "string"
},
"middlename": {
"type": "string"
},
"lastname": {
"type": "string"
},
"suffix": {
"type": "string"
},
"emailType": {
"type": "string"
},
"email": {
"type": "string"
},
"phoneType": {
"type": "string"
},
"phone": {
"type": "string"
},
"address": {
"type": "object",
"properties": {
"address1": {
"type": "string"
},
"address2": {
"type": "string"
},
"city": {
"type": "string"
},
"state": {
"type": "string"
},
"postal": {
"type": "string"
},
"country": {
"type": "string"
}
}
}
},
"description": "The donor. Virtuous matches this against existing contacts."
},
"transaction_source": {
"description": "Where the gift came from, e.g. \"Website\".",
"type": "string"
},
"transaction_id": {
"description": "The gift's id in that source (prevents double import).",
"type": "string"
},
"currency_code": {
"description": "ISO currency code, e.g. USD.",
"type": "string"
},
"frequency": {
"description": "For a recurring gift: its frequency as named in Virtuous.",
"type": "string"
},
"batch": {
"description": "Batch name.",
"type": "string"
},
"notes": {
"type": "string"
},
"segment": {
"description": "Segment code the gift is attributed to.",
"type": "string"
},
"receipt_date": {
"type": "string"
},
"is_private": {
"type": "boolean"
},
"is_tax_deductible": {
"type": "boolean"
},
"check_number": {
"type": "string"
},
"designations": {
"description": "Split the gift across projects.",
"type": "array",
"items": {
"type": "object",
"properties": {
"id": {
"description": "Project id.",
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 9007199254740991
},
"name": {
"description": "Project name.",
"type": "string"
},
"code": {
"description": "Project code.",
"type": "string"
},
"amountDesignated": {
"type": "string",
"description": "Amount designated to this project."
}
},
"required": [
"amountDesignated"
]
}
},
"custom_fields": {
"description": "Custom field name -> value.",
"type": "object",
"propertyNames": {
"type": "string"
},
"additionalProperties": {
"type": "string"
}
}
},
"required": [
"gift_date",
"gift_type",
"amount",
"contact"
],
"$schema": "https://json-schema.org/draft/2020-12/schema"
}Community
Evidence