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Beacon CRM MCP by usefulapi

by beacon-crm.usefulapi.io in Company & people data

MCP serverPassing, checked 2 h ago

Read and filter Beacon CRM records of any type; create, update, upsert, delete records; run exports.

https://beacon-crm.usefulapi.io/mcp

Last 30 days

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Uptime
100%
Response time
225 ms typical, 225 ms slowest 5%
Last check
2 h ago
Next check
in 4 h

How to call it

Add it to any MCP client that supports remote servers.

{
  "mcpServers": {
    "beacon-crm-mcp-by-usefulapi": {
      "type": "http",
      "url": "https://beacon-crm.usefulapi.io/mcp"
    }
  }
}

11 tools

  • beaconcrm_list_record_types

    List the record types of this Beacon account (people, organisations, payments, custom types, ...) with their fields (keys, types, options). Call this first: the keys are what the other tools take as `entity` and as field names. GET /entity_types.

  • beaconcrm_list_users

    List 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_records

    List 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/{entity}.

  • beaconcrm_get_record

    One record by type and id, with all its fields. GET /entity/{entity}/{id}.

  • beaconcrm_filter_records

    Search 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"}. Operators by field type: text == != starts_with ends_with contains not_contains null not_null; select (value is an ar

  • beaconcrm_create_record

    WRITE: 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 to avoid duplicates). Beacon workflows may run as a result. Invalid field values are rejected with the rule that failed. P

  • beaconcrm_update_record

    WRITE: 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, removing its existing values. The previous values are not kept by this tool. Beacon workflows may run as a result. PATCH /entity/

  • beaconcrm_upsert_record

    WRITE: 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" for a person, or "external_id"); `fields` must contain a value for it. If a record matches it is UPDATED with the given fie

  • beaconcrm_delete_record

    WRITE, DESTRUCTIVE: delete ONE record. Beacon keeps deleted records as 'archived' (listable with archived=true), but this server has no restore tool, so treat the deletion as irreversible. Related data that depends on the record may be affected. It is sent once and never retried.

  • beaconcrm_trigger_export

    WRITE: 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_exports with that id until progress is 100 and it carries a download url. Each call starts another job. POST /entity_expo

  • beaconcrm_list_exports

    List 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 beaconcrm_trigger_export. GET /entity_exports.

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Recent checks

WhenResultHTTPTime
2 h agoPassed200225 ms
12 h agoPassed200443 ms