io.usefulapi/beacon-crm
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Publisher-provided title
Beacon CRM MCP by usefulapi
Publisher-provided description
Read and filter Beacon CRM records of any type; create, update, upsert, delete records; run exports.
Summary by lookupd
Reads, filters, creates, updates, deletes and exports CRM records of any type in a live Beacon account.
Install
Claude Code, remote (streamable-http)
claude mcp add --transport http beacon-crm https://beacon-crm.usefulapi.io/mcp
Codex, remote (streamable-http)
codex mcp add beacon-crm --url https://beacon-crm.usefulapi.io/mcp
Cursor, remote (streamable-http) → .cursor/mcp.json
{
"mcpServers": {
"beacon-crm": {
"url": "https://beacon-crm.usefulapi.io/mcp"
}
}
}Other clients: docs. Or tell your agent: Set up lookupd for me: read https://lookupd.com/agent.md and follow it.
Tools (11 tools)
Publisher-provided text
beaconcrm_list_record_typesList the record types of this Beacon account (people, organisations, payments, custom types, ...) with their fields (keys, types, options). Call this first: thebeaconcrm_list_usersList the users of the Beacon account (id, role, name, email). Use the inner user.id for 'link to a user' fields. GET /users.beaconcrm_list_recordsList records of one type (for example person, organization, payment), one page at a time. Use beaconcrm_filter_records to search by field values. GET /entities/beaconcrm_get_recordOne record by type and id, with all its fields. GET /entity/{entity}/{id}.beaconcrm_filter_recordsSearch records of one type with Beacon filter conditions (read-only; it uses POST because the filter is a body). Each condition is {"field", "operator", "value"beaconcrm_create_recordWRITE: create ONE new record of the given type in the live Beacon database. Not idempotent: calling it twice creates two records (use beaconcrm_upsert_record tobeaconcrm_update_recordWRITE: change fields of ONE existing record. Only the fields you pass are changed; a select or reference field passed as an empty array [] is CLEARED, removingbeaconcrm_upsert_recordWRITE: create a record, or update the existing one whose key field matches. `primary_field_key` names the field used to find the match (for example "emails" forbeaconcrm_delete_recordWRITE, DESTRUCTIVE: delete ONE record. Beacon keeps deleted records as 'archived' (listable with archived=true), but this server has no restore tool, so treat tbeaconcrm_trigger_exportWRITE: start an export job from an existing export template (created in Beacon). Returns the new export's id with status in_progress; then poll beaconcrm_list_ebeaconcrm_list_exportsList recent export jobs with status, progress (100 = complete) and, when complete, a signed download url. Pass entity_export_id to check one job started by beac
Details
- Version: 1.24.3
- Transports: streamable-http
- Uptime (7 days): 100%
- Median latency: 389 ms
- First indexed:
- Last seen in registry:
- Repository: https://github.com/m190/usefulapi-mcp
- Website: https://usefulapi.io/beacon-crm/
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