io.usefulapi/getfly-crm

up checked 2026-11-11T07:38:53.540Z

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Publisher-provided title

Getfly CRM MCP by usefulapi

Publisher-provided description

MCP server for Getfly CRM — customers, opportunities, orders, tickets and tasks.

Summary by lookupd

Lets an agent read and manage CRM records such as customers, opportunities, orders, tickets and tasks.

Install

Claude Code, remote (streamable-http)

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

Codex, remote (streamable-http)

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

Cursor, remote (streamable-http) → .cursor/mcp.json

{
  "mcpServers": {
    "getfly-crm": {
      "url": "https://getfly-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 (29 tools)

Publisher-provided text

• getfly_list_users List the Getfly CRM users (employees): user id, name, department, email, phone. Use the user_name (login name) for the recipient/manager arguments of the create
• getfly_get_user One user by id or by login name (exactly one of user_id and user_username). GET /api/v6.1/user.
• getfly_list_accounts List customers (accounts, i.e. companies or individuals) with code, name, phone, email, address, type, source, relationship, manager, total revenue and contacts
• getfly_get_account One customer by its customer code (account_code, e.g. KH/2025/000001): full profile with contacts, custom fields, type, source, industry, manager and revenue. G
• getfly_create_account WRITE: Create a new customer (account) in Getfly CRM. The customer code must be unique (leave it out to let Getfly generate one). Type, source, industry, relati
• getfly_update_account WRITE: Update fields of an existing customer, found by its current customer code. Send only the fields to change. Names (relationship, country, province...) mus
• getfly_list_campaigns List sales campaigns (opportunity pipelines): campaign code and name, responsible user, lock state, related users and the pipeline stages (status ids and names)
• getfly_get_campaign_stages The pipeline stages of one campaign (status id, name and how many opportunities are in each). Pass exactly one of campaign_id and campaign_code. GET /api/v6.1/c
• getfly_list_opportunities List sales opportunities (deals in a campaign pipeline) with code, name, stage, probability, handler, customer and campaign. Filter by campaign with the campaig
• getfly_get_opportunity One opportunity by its code (e.g. CH2284): stage, probability, handler, customer and campaign. GET /api/v6.1/opportunity.
• getfly_list_opportunity_comments The discussion (comments) on an opportunity: author, text and time. GET /api/v6.1/opportunity/{id}/comments.
• getfly_create_opportunity WRITE: Create a sales opportunity in a campaign for a customer and assign it to a user. Creates (or links) the customer and contact from the details given. The
• getfly_move_opportunity_stage WRITE: Move an opportunity to another stage of its campaign pipeline, without changing anything else. Identify the opportunity by code (or id) and the campaign
• getfly_add_opportunity_comment WRITE: Post a comment in the discussion of an opportunity, as the given user. Other users following the opportunity may be notified. POST /api/v6.1/opportunity/
• getfly_list_products List products and services with code, name, category, unit, retail/wholesale/online price, sale price, VAT and dates. GET /api/v6.1/products.
• getfly_get_product One product by its code (e.g. SP.00192): prices, unit, category, VAT, variants and custom fields. GET /api/v6.1/product.
• getfly_list_sale_orders List sales orders with code, customer, amounts, discount, VAT, status, payment status, assigned user and line items. Filters: id, order_date, created_at, update
• getfly_get_sale_order One sales order by its order code: status, payment status, amounts, customer, line items, shipping info and custom fields. Add payment_periods to fields to incl
• getfly_list_tickets List support tickets with code, title, content, category, customer and custom fields. GET /api/v6.1/tickets.
• getfly_get_ticket One support ticket by its ticket code. GET /api/v6.1/ticket.
• getfly_list_ticket_comments The discussion (comments) on a support ticket: author, text and time. GET /api/v6.1/ticket/{id}/comments.
• getfly_list_ticket_categories The support ticket categories (id and name). Use a name as cate_name when creating a ticket. GET /api/v6.1/ticket/categories.
• getfly_list_ticket_statuses The support ticket statuses (id and name). Use a name as status_name when creating a ticket. GET /api/v6.1/ticket/status.
• getfly_create_ticket WRITE: Create a support ticket, optionally for a customer. Category and status are given by NAME and must match the names configured in Getfly (getfly_list_tick
• getfly_list_tasks List tasks with code, name, start/end time, status, progress, assignee, project and related customers. GET /api/v6.1/tasks.
• getfly_get_task One task by its task code: status, progress, assignee, project, dates and custom fields. GET /api/v6.1/task.
• getfly_create_task WRITE: Create a task, optionally in a project, assigned to a user and linked to a customer. Project and task type are given by NAME and must exist in Getfly; us
• getfly_complete_task WRITE: Mark a task as completed, by its task code. POST /api/v6.1/task/complete.
• getfly_list_funds List the cash/bank funds (accounts for receipts and payments) with id, name, parent, level and financial account. GET /api/v6.1/funds.

Details

• Version: 1.8.3
• Transports: streamable-http
• Uptime (7 days): 100%
• Median latency: 370 ms
• First indexed: 2026-11-01T10:04:45.578Z
• Last seen in registry: 2026-11-11T00:17:26.511Z
• Repository: https://github.com/m190/usefulapi-mcp
• Website: https://usefulapi.io/getfly-crm/

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