Connectors · CRM & sales

Neon CRM MCP server for AI agents.

actionlake is an MCP gateway: one remote MCP server that connects Claude and other MCP clients to Neon CRM and the rest of your systems. It gives your agent 299 Neon CRM actions (142 reads, 116 writes and 41 that wait for a confirmation) and holds the Neon CRM credential itself, so the agent never does. It paces Neon CRM's limits and records every call.

Connect Neon CRM free See pricing

100,000 free calls a month. No card, no email, no password: press Start a free sandbox on the next screen and keep the key it shows you.

claude mcp add --transport http actionlake https://connect.actionlake.com/mcp

299actionsin one signed file
142readlook, never change
116writecreate and update
41wait for a yesdestructive, confirmed first

Set up

Connect Neon CRM in three steps.

01
Add actionlake to Claude.
Run the command once in Claude Code; its consent page can create a free sandbox: 100,000 calls a month, no card. In the Claude app, add a custom connector with the URL below and paste your key on the consent page. Creating a new sandbox from the Claude app is not yet tested by us.
https://connect.actionlake.com/mcp
02
Connect Neon CRM.
Username and secret. No consent screen: your agent can connect it for you, but the key then passes through your chat. To keep it out of the model's context, paste it in the console instead. actionlake stores what you paste write-only, sealed under your tenant's key.
- org_idNeon CRM organization ID: in Neon CRM open Settings > Organization Profile; the Organization ID is shown there
- api_keyNeon CRM API key: in Neon CRM open Settings > User Management, edit the system user the integration acts as, enable…
```
account { op: "connections.requirements", service: "neon_crm" }
# free: exactly what to paste, and what is found for you
```

Make the first call. Check before a write.

Ask in plain words; Claude picks the action. Before anything changes, check validates the call and prices it, for free.

do    { action: "neon_crm.accounts.list" }# gets a list of accounts · read · 1 upstream callcheck { action: "neon_crm.accounts.create", input: { … } }# free: inputs, permissions, cost and confirmations, nothing sent

Neon CRM at a glance

Sign-in: Username and secret. No consent screen: your agent can connect it for you, but the key then passes through your chat. To keep it out of the model's context, paste it in the console instead.
You provide: org_idapi_key
Limits we pace to: 5 calls a second, per connection
API covered: Neon CRM API v2 (NEON-API-VERSION 2.12, OpenAPI 3.0.1)api.neoncrm.com/v2
Built from: Neon CRM's documentation, read 22 October 2026developer.neoncrm.com developer.neoncrm.com
Service file: Version 1.0.0, signed (Ed25519)
Cached reads: 129 of 142 reads, for up to 5 minutes; a write clears what it affects
Shared entities: 3, so ask can line Neon CRM up with your other systems
Data: Processed and stored in Sydney, Australia. No US region yet

Capabilities

What an AI agent can do in Neon CRM.

299 actions in 87 areas. Every one carries its effect, so a key can allow the reads and hold the rest.

142readlook, never change
116writecreate and update
41destructivewait for a confirmation

Memberships
11
5 read · 5 write · 1 destructive
Calculate the membership term start and end dates · Calculate the cost a membership · Create a membership · Renew an existing membership
Accounts
10
5 read · 5 write · 0 destructive
Gets a list of accounts · Creates an account · Gets an account · Updates an account
Custom objects
10
4 read · 5 write · 1 destructive
Create a custom object · Get a list of custom objects · List lookup objects · List master/detail objects
Events
9
5 read · 3 write · 1 destructive
Gets a list of events · Creates an event · Gets an event · Updates an event
Orders
9
7 read · 1 write · 1 destructive
Create a store order · Gets an order · Search for orders · Deletes an order
Volunteer opportunities
9
3 read · 4 write · 2 destructive
Create a volunteer opportunity · Get a list of volunteer opportunities · Get a list of volunteers assigned to a volunteer opportunity · Add volunteers to a volunteer opportunity
Volunteer shifts
9
3 read · 4 write · 2 destructive
Create a shift associated with a volunteer opportunity · Gets a list of volunteer shifts for a volunteer opportunity · Get a list of volunteers assigned to a shift · Add volunteers to a shift
Activities
8
4 read · 3 write · 1 destructive
Create an activity · Get an activity · Update an activity · Delete an activity

79 more areas · 224 actions

Donations 8
Grants 8
Prospects 8
Volunteer groups 8
Account contacts 6
Campaigns 6
Custom fields 6
Custom objects fields 6
Custom objects form layouts 6
Custom objects list layouts 6
Custom objects validators 6
Event registrations 6
Event tickets 6
Membership discounts 6
Recurring 6
Soft credits 6
Volunteer roles 6
Volunteer time sheets 6
Webhooks 6
Addresses 5
Custom objects records 5
Event categories 5
Pledge installments 5
Pledges 5
Shipping addresses 5
Accounts windfall 4
Custom fields groups 4
Households 4
Payments 4
Pledge payments 4
Campaign fundraisers 2
Event tax zones 2
Store products 2
Account donations 1
Account event registrations 1
Account memberships 1
Account orders 1
Account pledges 1
Cra receipts 1
Current system user 1
Custom object records 1
Custom object relations 1
Donation payments 1
Event attendees 1
Event registration payments 1
Event registrations for event 1
Household relation types 1
Membership levels 1
Membership payments 1
Membership terms 1
Order payments 1
Organization profile 1
Payments credit card types 1
Payments tenders 1
Properties activity custom statuses 1
Properties activity statuses 1
Properties activity types 1
Properties address types 1
Properties company types 1
Properties countries 1
Properties event categories 1
Properties event topics 1
Properties funds 1
Properties genders 1
Properties individual types 1
Properties prefixes 1
Properties prospect custom statuses 1
Properties prospect statuses 1
Properties purposes 1
Properties relation types 1
Properties solicitation methods 1
Properties sources 1
Properties state provinces 1
Properties system timezones 1
Properties system users 1
Property event categories 1
Store catalogs 1
Store categories 1
Volunteers 1

Top actions

The Neon CRM API, shaped for agents.

The ids your agent types, what each does, and the one name it shares with other systems. 28 of Neon CRM's 28 action names are shared with at least one other connector, so an agent learns them once.

Action	What it does	Effect	Same name in
`neon_crm.accounts.list`Gets a list of accounts	Gets a list of accounts.	read	`crm.contact.list`177 connectors
`neon_crm.accounts.create`Creates an account	Creates an account.	write	`crm.contact.create`161 connectors
`neon_crm.events.list`Gets a list of events	Gets a list of events.	read	`comm.event.list`61 connectors
`neon_crm.store_products.list`Get a list of store products	Get a list of store products.	read	`commerce.product.list`112 connectors
`neon_crm.events.create`Creates an event	Creates an event.	write	`comm.event.create`52 connectors
`neon_crm.events.delete`Deletes an event	Deletes an event.	destructive	`comm.event.delete`45 connectors
`neon_crm.store_products.get`Get a product	Get a product.	read	`commerce.product.get`112 connectors
`neon_crm.activities.create`Create an activity	Create a activity.	write	`crm.activity.create`20 connectors
`neon_crm.current_system_user.get`Gets current system user	Gets current system user.	read	`identity.current_user.get`307 connectors
`neon_crm.activities.get`Get an activity	Get an activity.	read	`crm.activity.get`19 connectors
`neon_crm.orders.create`Create a store order	Create a store order.	write	`commerce.order.create`67 connectors
`neon_crm.payments.create`Add additional payments to a transaction	Add additional payments to a transaction.	write	`finance.payment.create`67 connectors

Try it

Prompts to paste into Claude.

Each one names the Neon CRM actions it will call, so you know what it reads and what it changes before you send it.

Readread
Find the Neon CRM contacts with no email address, so we can clean them up.
callsneon_crm.accounts.list
Writewrite
Creates an account in Neon CRM. Show me exactly what you will send before you save it.
callsneon_crm.accounts.create
Across systemsread
Which contacts are in both Neon CRM and HaloPSA, and how many are in only one of them?
callsneon_crm.accounts.listhalopsa.users.list

Across your systems

Neon CRM, joined to the rest of your business.

One ask fetches from Neon CRM and another system, joins the rows on the same customer on our side, and hands your agent the answer, not every row.

Which contacts are in both Neon CRM and HaloPSA, and how many are in only one of them?
neon_crm.accounts.list + halopsa.users.list, on crm.contact · HaloPSA
Which contacts are in both Neon CRM and NetSuite, and how many are in only one of them?
neon_crm.accounts.list + netsuite.views.contacts, on crm.contact · NetSuite

Also mapped by other connectorscrm.contact 192commerce.product 109comm.event 47

ask

ask {  intent: "which contacts are in both Neon CRM and HaloPSA, and how many are in only one of them",  steps: [    { action: "neon_crm.accounts.list", as: "people", input: {}, limit: 100, max_pages: 5 },    { action: "halopsa.users.list", as: "people2", input: {}, limit: 100, max_pages: 5 },    { join: {        left: "people",        right: "people2",        on: "crm.contact",        group_by: "people.email",        select: ["people.email", "count(people2.id) as in_halopsa"]    } }  ]}

Example. Run it through check first: it validates the steps and prices them, and it is free.

Governance for Neon CRM

Destructive actions wait for a yes.

41 Neon CRM actions are destructive. The first 10:

Deletes an eventneon_crm.events.delete
Delete an activityneon_crm.activities.delete
Deletes an orderneon_crm.orders.delete
Delete a grantneon_crm.grants.delete
Deletes a pledgeneon_crm.pledges.delete
Delete a webhook subscriptionneon_crm.webhooks.delete
Deletes an addressneon_crm.addresses.delete
Deletes a campaignneon_crm.campaigns.delete
Deletes a donationneon_crm.donations.delete
Delete a prospectneon_crm.prospects.delete

A destructive action runs only with confirm: true. Under the human policy the agent cannot confirm for itself: the run stops until a named person approves, in the console or from a signed link in an email. The cap on a key is refused before the call is sent, never after.

doneon_crm.events.deleteconfirm_policy: human

Deletes an event?

intent: the user asked me to deletes an event

run suspended · waiting for a named person · key neon-crm-agent cannot confirm itself

In the console, or from an emailed signed link.

a key for this connector

account {  op: "keys.create", name: "neon-crm-agent",  allowed_actions: ["neon_crm.*"], cap_calls: 2000,  confirm_policy: "human_for_writes",  approval_rules: [    { match: "neon_crm.events.delete", approver: "[email protected]" },    { match: "neon_crm.activities.delete", approver: "[email protected]" },    { match: "neon_crm.orders.delete", approver: "[email protected]" }  ]}

Illustrative. Scoped to Neon CRM only, capped at 2,000 upstream calls, every write confirmed, and the destructive ones approved by a named person.

Cost

What Neon CRM costs on actionlake.

Every Neon CRM action is one upstream call, the only thing actionlake bills. Searching, check, cost, account and any call Neon CRM refused with 401, 403, 429 or a 5xx are free. Paid plans start at US$49 a month for 250,000 calls, with overage from US$0.30 down to US$0.18 per 1,000.

1upstream call per actionall 299 Neon CRM actions
299actions pageeach page of a long list is one call
129reads can be cacheda cache hit costs nothing
100,000calls a month, freepaid plans from US$49 a month for 250,000

See pricing

Action index

Every Neon CRM action.

299 actions by area: the id your agent calls, what it does, and its effect.

Memberships11

neon_crm.memberships.calculate_datesCalculate the membership term start and end datesread
neon_crm.memberships.calculate_feeCalculate the cost a membershipread
neon_crm.memberships.createCreate a membershipwrite
neon_crm.memberships.renewRenew an existing membershipwrite
neon_crm.memberships.deleteDelete a membershipdestructive
neon_crm.memberships.getGet a membershipread
and 5 more in this area

Accounts10

neon_crm.accounts.createCreates an accountwrite
neon_crm.accounts.getGets an accountread
neon_crm.accounts.listGets a list of accountsread
neon_crm.accounts.updateUpdates an accountwrite
neon_crm.accounts.linkLink an individual account to an companywrite
neon_crm.accounts.output_fieldsGets a list of possible output columns for the /accounts/search methodread
and 4 more in this area

Custom objects10

neon_crm.custom_objects.createCreate a custom objectwrite
neon_crm.custom_objects.listGet a list of custom objectsread
neon_crm.custom_objects.lookup_objectsList lookup objectsread
neon_crm.custom_objects.master_detail_objectsList master/detail objectsread
neon_crm.custom_objects.deleteDelete a custom objectdestructive
neon_crm.custom_objects.getGet a custom objectread
and 4 more in this area

Events9

neon_crm.events.createCreates an eventwrite
neon_crm.events.getGets an eventread
neon_crm.events.listGets a list of eventsread
neon_crm.events.updateUpdates an eventwrite
neon_crm.events.deleteDeletes an eventdestructive
neon_crm.events.output_fieldsGets a list of possible output columns for the /events/search methodread
and 3 more in this area

Orders9

neon_crm.orders.createCreate a store orderwrite
neon_crm.orders.deleteDeletes an orderdestructive
neon_crm.orders.getGets an orderread
neon_crm.orders.searchSearch for ordersread
neon_crm.orders.calculateCalculate the total cost of the orderread
neon_crm.orders.cra_receiptsGet a cra receipt for orderread
and 3 more in this area

Volunteer opportunities9

neon_crm.volunteer_opportunities.add_volunteersAdd volunteers to a volunteer opportunitywrite
neon_crm.volunteer_opportunities.createCreate a volunteer opportunitywrite
neon_crm.volunteer_opportunities.listGet a list of volunteer opportunitiesread
neon_crm.volunteer_opportunities.volunteersGet a list of volunteers assigned to a volunteer opportunityread
neon_crm.volunteer_opportunities.deleteDelete a volunteer opportunitydestructive
neon_crm.volunteer_opportunities.getGet a volunteer opportunityread
and 3 more in this area

Volunteer shifts9

neon_crm.volunteer_shifts.add_volunteersAdd volunteers to a shiftwrite
neon_crm.volunteer_shifts.createCreate a shift associated with a volunteer opportunitywrite
neon_crm.volunteer_shifts.listGets a list of volunteer shifts for a volunteer opportunityread
neon_crm.volunteer_shifts.volunteersGet a list of volunteers assigned to a shiftread
neon_crm.volunteer_shifts.deleteDelete a volunteer shiftdestructive
neon_crm.volunteer_shifts.getGet a volunteer shiftread
and 3 more in this area

Activities8

neon_crm.activities.createCreate an activitywrite
neon_crm.activities.deleteDelete an activitydestructive
neon_crm.activities.getGet an activityread
neon_crm.activities.updateUpdate an activitywrite
neon_crm.activities.output_fieldsGets a list of possible output columns for the /activities/search methodread
neon_crm.activities.patchPatch an activitywrite
and 2 more in this area

Donations8

neon_crm.donations.createCreates a new donationwrite
neon_crm.donations.output_fieldsGets a list of possible output columns for the /donations/search methodread
neon_crm.donations.searchSearch for donations, pledges, and pledge paymentsread
neon_crm.donations.search_fieldsGets a list of possible search criteria fields for the /donations/search methodread
neon_crm.donations.deleteDeletes a donationdestructive
neon_crm.donations.getGets a donationread
and 2 more in this area

Grants8

neon_crm.grants.createCreate a grantwrite
neon_crm.grants.output_fieldsGets a list of possible output columns for the /grants/search methodread
neon_crm.grants.searchSearch for grantsread
neon_crm.grants.search_fieldsGets a list of possible search criteria fields for the /grants/search methodread
neon_crm.grants.deleteDelete a grantdestructive
neon_crm.grants.getGet a grant: GET /grants/{id}read
and 2 more in this area

Prospects8

neon_crm.prospects.createCreate a prospectwrite
neon_crm.prospects.output_fieldsGets a list of possible output columns for the /prospects/search methodread
neon_crm.prospects.searchSearch for prospectsread
neon_crm.prospects.search_fieldsGets a list of possible search criteria fields for the /prospects/search methodread
neon_crm.prospects.deleteDelete a prospectdestructive
neon_crm.prospects.getGet a prospectread
and 2 more in this area

Volunteer groups8

neon_crm.volunteer_groups.add_volunteersAdd volunteers to a volunteer groupwrite
neon_crm.volunteer_groups.getGet a volunteer groupread
neon_crm.volunteer_groups.listGet a list of volunteer groupsread
neon_crm.volunteer_groups.volunteersGet a list of volunteers in a volunteer groupread
neon_crm.volunteer_groups.deleteDelete a volunteer groupdestructive
neon_crm.volunteer_groups.remove_volunteersRemove volunteers from a volunteer groupdestructive
and 2 more in this area

Account contacts6

neon_crm.account_contacts.createCreates a contactwrite
neon_crm.account_contacts.getGets a contactread
neon_crm.account_contacts.listGets company account contactsread
neon_crm.account_contacts.updateUpdates a contactwrite
neon_crm.account_contacts.deleteDeletes an contactdestructive
neon_crm.account_contacts.patchPatch a contactwrite

Campaigns6

neon_crm.campaigns.createCreates a campaignwrite
neon_crm.campaigns.getGets a campaignread
neon_crm.campaigns.listGets a list of campaignsread
neon_crm.campaigns.updateUpdates a campaignwrite
neon_crm.campaigns.deleteDeletes a campaigndestructive
neon_crm.campaigns.patchPatch a campaignwrite

Custom fields6

neon_crm.custom_fields.add_to_groupAdd a custom field to a groupwrite
neon_crm.custom_fields.createCreates a custom fieldwrite
neon_crm.custom_fields.getGets a custom fieldread
neon_crm.custom_fields.listGets custom fieldsread
neon_crm.custom_fields.deleteDeletes a custom fielddestructive
neon_crm.custom_fields.updateUpdates a custom fieldwrite

Custom objects fields6

neon_crm.custom_objects_fields.createCreate a custom object fieldwrite
neon_crm.custom_objects_fields.getGet a custom object fieldread
neon_crm.custom_objects_fields.listGet a list of custom object fieldsread
neon_crm.custom_objects_fields.updateUpdate a custom object fieldwrite
neon_crm.custom_objects_fields.deleteDelete a custom object fielddestructive
neon_crm.custom_objects_fields.patchPatch a custom object fieldwrite

Custom objects form layouts6

neon_crm.custom_objects_form_layouts.createCreate a custom object form layoutwrite
neon_crm.custom_objects_form_layouts.getGet a custom object form layoutread
neon_crm.custom_objects_form_layouts.listGet a list of custom object form layoutsread
neon_crm.custom_objects_form_layouts.updateUpdate a custom object form layoutwrite
neon_crm.custom_objects_form_layouts.deleteDelete a custom object form layoutdestructive
neon_crm.custom_objects_form_layouts.patchPatch a custom object form layoutwrite

Custom objects list layouts6

neon_crm.custom_objects_list_layouts.createCreate a custom object list layoutwrite
neon_crm.custom_objects_list_layouts.getGet a custom object list layoutread
neon_crm.custom_objects_list_layouts.listGet a list of custom object list layoutsread
neon_crm.custom_objects_list_layouts.updateUpdate a custom object list layoutwrite
neon_crm.custom_objects_list_layouts.deleteDelete a custom object list layoutdestructive
neon_crm.custom_objects_list_layouts.patchPatch a custom object list layoutwrite

Custom objects validators6

neon_crm.custom_objects_validators.createCreate a custom object validatorwrite
neon_crm.custom_objects_validators.getGet a custom object validatorread
neon_crm.custom_objects_validators.listGet a list of custom object validatorsread
neon_crm.custom_objects_validators.updateUpdate a custom object validatorwrite
neon_crm.custom_objects_validators.deleteDelete a custom object validatordestructive
neon_crm.custom_objects_validators.patchPatch a custom object validatorwrite

Event registrations6

neon_crm.event_registrations.calculateCalculate the correct fee for a new registration for this eventread
neon_crm.event_registrations.createCreate a new event registrationwrite
neon_crm.event_registrations.getGets an event registrationread
neon_crm.event_registrations.updateUpdates an event registrationwrite
neon_crm.event_registrations.deleteDeletes an event registrationdestructive
neon_crm.event_registrations.patchPatch an event registrationwrite

Event tickets6

neon_crm.event_tickets.createAdd a ticket option to an eventwrite
neon_crm.event_tickets.getGets a ticket optionread
neon_crm.event_tickets.listGet a list of ticket options for an eventread
neon_crm.event_tickets.updateUpdate a ticket optionwrite
neon_crm.event_tickets.deleteDelete a ticket optiondestructive
neon_crm.event_tickets.patchPatch an event ticketwrite

Membership discounts6

neon_crm.membership_discounts.createCreate a membership discountwrite
neon_crm.membership_discounts.getGet a membership discountread
neon_crm.membership_discounts.listGets a list of membership discountsread
neon_crm.membership_discounts.updateUpdate a membership discountwrite
neon_crm.membership_discounts.deleteDelete a membership discountdestructive
neon_crm.membership_discounts.patchPatch a membership discountwrite

Recurring6

neon_crm.recurring.createCreates a new recurring donation schedulewrite
neon_crm.recurring.getGets a recurring donation scheduleread
neon_crm.recurring.listGets a list of recurring donation schedulesread
neon_crm.recurring.updateUpdates a recurring donation schedulewrite
neon_crm.recurring.deleteDeletes a recurring donation scheduledestructive
neon_crm.recurring.patchPatch a recurring donation schedulewrite

Soft credits6

neon_crm.soft_credits.createCreates a soft creditwrite
neon_crm.soft_credits.getGets a soft creditread
neon_crm.soft_credits.listGets a list of soft creditsread
neon_crm.soft_credits.updateUpdates a soft creditwrite
neon_crm.soft_credits.deleteDeletes a soft creditdestructive
neon_crm.soft_credits.patchPatch a soft creditwrite

Volunteer roles6

neon_crm.volunteer_roles.getGet a volunteer roleread
neon_crm.volunteer_roles.listGet a list of volunteer rolesread
neon_crm.volunteer_roles.updateUpdate a volunteer rolewrite
neon_crm.volunteer_roles.volunteersGet a list of volunteers assigned to a roleread
neon_crm.volunteer_roles.deleteDelete a volunteer roledestructive
neon_crm.volunteer_roles.upsertCreate a volunteer rolewrite

Volunteer time sheets6

neon_crm.volunteer_time_sheets.deleteDelete a volunteer time sheetdestructive
neon_crm.volunteer_time_sheets.getGet a Volunteer Time Sheetread
neon_crm.volunteer_time_sheets.listGet volunteer time sheetsread
neon_crm.volunteer_time_sheets.updateUpdate a volunteer time sheetwrite
neon_crm.volunteer_time_sheets.patchPatch a volunteer time sheetwrite
neon_crm.volunteer_time_sheets.upsertCreate a volunteer time sheetwrite

Webhooks6

neon_crm.webhooks.createCreate a new webhook subscriptionwrite
neon_crm.webhooks.getRetrieve a webhook subscriptionread
neon_crm.webhooks.listGets a list of webhook subscriptionsread
neon_crm.webhooks.updateUpdate a webhook subscriptionwrite
neon_crm.webhooks.deleteDelete a webhook subscriptiondestructive
neon_crm.webhooks.patchPatch a webhookwrite

Addresses5

neon_crm.addresses.createCreates a new addresswrite
neon_crm.addresses.deleteDeletes an addressdestructive
neon_crm.addresses.getGets an addressread
neon_crm.addresses.updateUpdates an addresswrite
neon_crm.addresses.patchPatch an addresswrite

Custom objects records5

neon_crm.custom_objects_records.createCreate a custom object recordwrite
neon_crm.custom_objects_records.deleteDelete a custom object recorddestructive
neon_crm.custom_objects_records.getGet a custom object recordread
neon_crm.custom_objects_records.updateUpdate a custom object recordwrite
neon_crm.custom_objects_records.patchPatch a custom object recordwrite

Event categories5

neon_crm.event_categories.createCreate an event categorywrite
neon_crm.event_categories.deleteDelete an event categorydestructive
neon_crm.event_categories.listGets event categoriesread
neon_crm.event_categories.updateUpdate an event categorywrite
neon_crm.event_categories.patchPatch an event categorywrite

Pledge installments5

neon_crm.pledge_installments.createCreate a pledge installment.write
neon_crm.pledge_installments.getRetrieve a pledge installment.read
neon_crm.pledge_installments.listRetrieve a list of pledge installment.read
neon_crm.pledge_installments.updateUpdate a pledge installment.write
neon_crm.pledge_installments.deleteDelete a pledge installment.destructive

Pledges5

neon_crm.pledges.createCreates a new pledgewrite
neon_crm.pledges.deleteDeletes a pledgedestructive
neon_crm.pledges.getGets a Pledgeread
neon_crm.pledges.updateUpdates a pledgewrite
neon_crm.pledges.patchPatch a pledgewrite

Shipping addresses5

neon_crm.shipping_addresses.createCreates a new shipping addresswrite
neon_crm.shipping_addresses.deleteDeletes a shipping addressdestructive
neon_crm.shipping_addresses.getGets a shipping addressread
neon_crm.shipping_addresses.updateUpdates a shipping addresswrite
neon_crm.shipping_addresses.patchPatch a shipping addresswrite

Accounts windfall4

neon_crm.accounts_windfall.createAdd Windfall data to an accountwrite
neon_crm.accounts_windfall.deleteDelete Windfall data on an accountdestructive
neon_crm.accounts_windfall.delete_allDelete Windfall data on all accountsdestructive
neon_crm.accounts_windfall.getGet Windfall data on an accountread

Custom fields groups4

neon_crm.custom_fields_groups.createCreates a custom field groupwrite
neon_crm.custom_fields_groups.deleteDeletes a custom field groupdestructive
neon_crm.custom_fields_groups.listGets a list of custom field groupsread
neon_crm.custom_fields_groups.updateUpdates a custom field groupwrite

Households4

neon_crm.households.createCreate a householdwrite
neon_crm.households.deleteDelete a householddestructive
neon_crm.households.listList householdsread
neon_crm.households.updateUpdate a householdwrite

Payments4

neon_crm.payments.createAdd additional payments to a transactionwrite
neon_crm.payments.donor_covered_feesCalculate the donor covered fee according to the transaction amountread
neon_crm.payments.processor_settingsGets configuration settings specific to the payment processor in useread
neon_crm.payments.refundRefund an Neon Pay payment or cancel an offline paymentdestructive

Pledge payments4

neon_crm.pledge_payments.createCreates a new pledge paymentwrite
neon_crm.pledge_payments.deleteDeletes an existing pledge paymentdestructive
neon_crm.pledge_payments.getGets a single pledge paymentread
neon_crm.pledge_payments.listGets a list of payments towards a specific pledgeread

Campaign fundraisers2

neon_crm.campaign_fundraisers.createAdd a fundraiser to a campaignwrite
neon_crm.campaign_fundraisers.listGets peer-to-peer fundraiser listread

Event tax zones2

neon_crm.event_tax_zones.getGet a tax zoneread
neon_crm.event_tax_zones.listGet a list of tax zonesread

Store products2

neon_crm.store_products.getGet a productread
neon_crm.store_products.listGet a list of store productsread

Account donations1

neon_crm.account_donations.listGet a list of donations for this accountread

Account event registrations1

neon_crm.account_event_registrations.listGets a list of event registrations for this accountread

Account memberships1

neon_crm.account_memberships.listGet an account's membership historyread

Account orders1

neon_crm.account_orders.listGet an account's order historyread

Account pledges1

neon_crm.account_pledges.listGet a list of pledges for this accountread

Cra receipts1

neon_crm.cra_receipts.listGets a list of receiptread

Current system user1

neon_crm.current_system_user.getGets current system userread

Custom object records1

neon_crm.custom_object_records.listList custom object recordsread

Custom object relations1

neon_crm.custom_object_relations.listGet a list of custom object relationsread

Donation payments1

neon_crm.donation_payments.createAdd a payment for donationwrite

Event attendees1

neon_crm.event_attendees.listGet a list of attendees for an eventread

Event registration payments1

neon_crm.event_registration_payments.createAdd a payment for event registrationwrite

Event registrations for event1

neon_crm.event_registrations_for_event.listGet a list of event registrations for this eventread

Household relation types1

neon_crm.household_relation_types.listList relation typesread

Membership levels1

neon_crm.membership_levels.listGet a list of membership levelsread

Membership payments1

neon_crm.membership_payments.createAdd a payment for membershipwrite

Membership terms1

neon_crm.membership_terms.listGet a list of membership termsread

Order payments1

neon_crm.order_payments.createAdd a payment for orderwrite

Organization profile1

neon_crm.organization_profile.getGets organization profileread

Payments credit card types1

neon_crm.payments_credit_card_types.listGets credit card typesread

Payments tenders1

neon_crm.payments_tenders.listGets tender typesread

Properties activity custom statuses1

neon_crm.properties_activity_custom_statuses.listGets a list of available custom Activity Statusesread

Properties activity statuses1

neon_crm.properties_activity_statuses.listGets a list of available Activity Statusesread

Properties activity types1

neon_crm.properties_activity_types.listGets a list of available Activity Typesread

Properties address types1

neon_crm.properties_address_types.listGets address typesread

Properties company types1

neon_crm.properties_company_types.listGets company typesread

Properties countries1

neon_crm.properties_countries.listGets countriesread

Properties event categories1

neon_crm.properties_event_categories.listGets Event Categoriesread

Properties event topics1

neon_crm.properties_event_topics.listGets Event Topicsread

Properties funds1

neon_crm.properties_funds.listGets funds: GET /properties/fundsread

Properties genders1

neon_crm.properties_genders.listGets gendersread

Properties individual types1

neon_crm.properties_individual_types.listGets individual typesread

Properties prefixes1

neon_crm.properties_prefixes.listGets prefixesread

Properties prospect custom statuses1

neon_crm.properties_prospect_custom_statuses.listGets a list of available custom Prospect Statusesread

Properties prospect statuses1

neon_crm.properties_prospect_statuses.listGets a list of available Prospect Statusesread

Properties purposes1

neon_crm.properties_purposes.listGets purposesread

Properties relation types1

neon_crm.properties_relation_types.listGets relation typesread

Properties solicitation methods1

neon_crm.properties_solicitation_methods.listGets a list of solicitation methodsread

Properties sources1

neon_crm.properties_sources.listGets sourcesread

Properties state provinces1

neon_crm.properties_state_provinces.listGets states: GET /properties/stateProvincesread

Properties system timezones1

neon_crm.properties_system_timezones.listGets system timezonesread

Properties system users1

neon_crm.properties_system_users.listGets system usersread

Property event categories1

neon_crm.property_event_categories.createCreates a new event categorywrite

Store catalogs1

neon_crm.store_catalogs.listGet a list of store catalogsread

Store categories1

neon_crm.store_categories.listGet a list of store categoriesread

Volunteers1

neon_crm.volunteers.listGet a list of volunteersread

This index shows a sample of each area. All 299 actions, with their inputs and prices, are in the catalogue, which a free sandbox key can search.

Questions

The Neon CRM MCP server, answered.

Is there a Neon CRM MCP server for Claude?

Yes. actionlake is an MCP gateway: a remote MCP server that gives Claude, or another MCP client, 299 Neon CRM actions across memberships, accounts, custom objects and events, through the same eight tools it uses for every other connector. actionlake is independent; it is not made or endorsed by Neon CRM.

What do I need to connect Neon CRM?

Neon CRM organization ID: in Neon CRM open Settings > Organization Profile; the Organization ID is shown there and Neon CRM API key: in Neon CRM open Settings > User Management, edit the system user the integration acts as, enable…. The free call account { op: "connections.requirements", service: "neon_crm" } lists exactly what to paste.

Can an AI agent delete or change things in Neon CRM?

Only if its key allows it, and only with an explicit confirmation. 41 Neon CRM actions are destructive, including deletes an event, delete an activity and deletes an order. Each runs only with confirm: true. Under the human confirm policy, or an approval rule on the key, the run waits until a named person approves it.

Will an AI agent use up my Neon CRM API limit?

actionlake paces every call to the limits in the Neon CRM service file: 5 calls a second per connection. Repeated reads are answered from cache (129 Neon CRM actions can be), which never reaches Neon CRM.

What does a Neon CRM action cost?

One upstream call, the only unit actionlake bills. A list that pages bills one call per page (299 Neon CRM actions page). Cache hits, searches, dry runs and calls Neon CRM refused with 401, 403, 429 or a 5xx are free. The Free plan includes 100,000 calls a month with no card. Paid plans start at US$49 a month for 250,000 calls, with overage from US$0.30 down to US$0.18 per 1,000.

Which Neon CRM API does it cover?

The Neon CRM API v2 (NEON-API-VERSION 2.12, OpenAPI 3.0.1) at api.neoncrm.com/v2. It is built from Neon CRM's documentation as read on 22 October 2026. 299 actions in 87 areas, each one in the signed service file (version 1.0.0).

Can I combine Neon CRM with my other systems?

Yes. ask joins Neon CRM to HaloPSA or NetSuite on the same customer and returns the answer rather than every row. Neon CRM maps crm.contact, which 192 other connectors also map.

Does actionlake keep my Neon CRM data, and where?

actionlake processes and stores data in Sydney, Australia; there is no US region yet. Reads may be cached for up to 5 minutes, and a write clears the reads it affects. Each run's request and response is kept, sealed, for your plan's trace window: 1 day on Free, 3 days on Starter, 7 days on Pro, 14 days on Team, 30 days on Business and 30 days on Enterprise. Your Neon CRM credential is sealed under your tenant's key, never logged and never returned. Your traffic is not used to train models.

Which AI clients can use it?

Claude Code, tested by us end to end, and the Claude app as a custom connector, tested by us with an existing key. Other MCP clients that support remote servers over Streamable HTTP (MCP revisions 2025-06-18 and 2025-11-25) and OAuth dynamic client registration, or a bearer header, should connect the same way; we have not tested them. Or plain REST, under the same action names.

Give your agent Neon CRM today.

Connect Neon CRM free See pricing

Start free - 100,000 calls/month, no card. No signup. Hard caps on every key. Cached answers are free.

Neon CRM MCP server for AI agents.

Connect Neon CRM in three steps.

Add actionlake to Claude.

Connect Neon CRM.

Make the first call. Check before a write.

What an AI agent can do in Neon CRM.

Memberships

Accounts

Custom objects

Events

Orders

Volunteer opportunities

Volunteer shifts

Activities