--- title: "Neon CRM MCP server for AI agents - actionlake" description: "Give Claude 299 Neon CRM actions through one MCP server: memberships, accounts. Your agent never holds the credential. 100,000 calls a month free." canonical: https://actionlake.com/connectors/neon-crm updated: 2026-10-22 --- 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](https://actionlake.com/console?start=sandbox) [See pricing](https://actionlake.com/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` the first call ``` do { action: "neon_crm.accounts.list", intent: "check which Neon CRM account is connected" } # Gets a list of accounts · read · 1 upstream call ``` - 299 actions in one signed file - 142 read look, never change - 116 write create and update - 41 wait for a yes destructive, confirmed first Set up ## Connect Neon CRM in three steps. 1. 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` 2. 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_id` Neon CRM organization ID: in Neon CRM open Settings > Organization Profile; the Organization ID is shown there - `api_key` Neon 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 ``` 3. 03 ### 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 call check { 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_id` `api_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 2026[developer.neoncrm.com](https://developer.neoncrm.com/api-v2/docs/v2.12.yaml) [developer.neoncrm.com](https://developer.neoncrm.com/api-v2/) **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. - **142** read look, never change - **116** write create and update - **41** destructive wait for a confirmation 1. ### 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 2. ### Accounts 10 5 read · 5 write · 0 destructive Gets a list of accounts · Creates an account · Gets an account · Updates an account 3. ### 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 4. ### Events 9 5 read · 3 write · 1 destructive Gets a list of events · Creates an event · Gets an event · Updates an event 5. ### Orders 9 7 read · 1 write · 1 destructive Create a store order · Gets an order · Search for orders · Deletes an order 6. ### 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 7. ### 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 8. ### 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. 1. Read read Find the Neon CRM contacts with no email address, so we can clean them up. calls `neon_crm.accounts.list` 2. Write write Creates an account in Neon CRM. Show me exactly what you will send before you save it. calls `neon_crm.accounts.create` 3. Across systems read Which contacts are in both Neon CRM and HaloPSA, and how many are in only one of them? calls `neon_crm.accounts.list` `halopsa.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](https://actionlake.com/connectors/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](https://actionlake.com/connectors/netsuite) Also mapped by other connectors `crm.contact` **192** `commerce.product` **109** `comm.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 event `neon_crm.events.delete` - Delete an activity `neon_crm.activities.delete` - Deletes an order `neon_crm.orders.delete` - Delete a grant `neon_crm.grants.delete` - Deletes a pledge `neon_crm.pledges.delete` - Delete a webhook subscription `neon_crm.webhooks.delete` - Deletes an address `neon_crm.addresses.delete` - Deletes a campaign `neon_crm.campaigns.delete` - Deletes a donation `neon_crm.donations.delete` - Delete a prospect `neon_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. do neon_crm.events.delete confirm_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: "lead@example.com" }, { match: "neon_crm.activities.delete", approver: "lead@example.com" }, { match: "neon_crm.orders.delete", approver: "lead@example.com" } ] } ``` 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. - 1 upstream call per action all 299 Neon CRM actions - 299 actions page each page of a long list is one call - 129 reads can be cached a cache hit costs nothing - 100,000 calls a month, free paid plans from US$49 a month for 250,000 [See pricing](https://actionlake.com/pricing) Action index ## Every Neon CRM action. 299 actions by area: the id your agent calls, what it does, and its effect. **Memberships 11** - `neon_crm.memberships.calculate_dates` Calculate the membership term start and end dates read - `neon_crm.memberships.calculate_fee` Calculate the cost a membership read - `neon_crm.memberships.create` Create a membership write - `neon_crm.memberships.renew` Renew an existing membership write - `neon_crm.memberships.delete` Delete a membership destructive - `neon_crm.memberships.get` Get a membership read - and 5 more in this area **Accounts 10** - `neon_crm.accounts.create` Creates an account write - `neon_crm.accounts.get` Gets an account read - `neon_crm.accounts.list` Gets a list of accounts read - `neon_crm.accounts.update` Updates an account write - `neon_crm.accounts.link` Link an individual account to an company write - `neon_crm.accounts.output_fields` Gets a list of possible output columns for the /accounts/search method read - and 4 more in this area **Custom objects 10** - `neon_crm.custom_objects.create` Create a custom object write - `neon_crm.custom_objects.list` Get a list of custom objects read - `neon_crm.custom_objects.lookup_objects` List lookup objects read - `neon_crm.custom_objects.master_detail_objects` List master/detail objects read - `neon_crm.custom_objects.delete` Delete a custom object destructive - `neon_crm.custom_objects.get` Get a custom object read - and 4 more in this area **Events 9** - `neon_crm.events.create` Creates an event write - `neon_crm.events.get` Gets an event read - `neon_crm.events.list` Gets a list of events read - `neon_crm.events.update` Updates an event write - `neon_crm.events.delete` Deletes an event destructive - `neon_crm.events.output_fields` Gets a list of possible output columns for the /events/search method read - and 3 more in this area **Orders 9** - `neon_crm.orders.create` Create a store order write - `neon_crm.orders.delete` Deletes an order destructive - `neon_crm.orders.get` Gets an order read - `neon_crm.orders.search` Search for orders read - `neon_crm.orders.calculate` Calculate the total cost of the order read - `neon_crm.orders.cra_receipts` Get a cra receipt for order read - and 3 more in this area **Volunteer opportunities 9** - `neon_crm.volunteer_opportunities.add_volunteers` Add volunteers to a volunteer opportunity write - `neon_crm.volunteer_opportunities.create` Create a volunteer opportunity write - `neon_crm.volunteer_opportunities.list` Get a list of volunteer opportunities read - `neon_crm.volunteer_opportunities.volunteers` Get a list of volunteers assigned to a volunteer opportunity read - `neon_crm.volunteer_opportunities.delete` Delete a volunteer opportunity destructive - `neon_crm.volunteer_opportunities.get` Get a volunteer opportunity read - and 3 more in this area **Volunteer shifts 9** - `neon_crm.volunteer_shifts.add_volunteers` Add volunteers to a shift write - `neon_crm.volunteer_shifts.create` Create a shift associated with a volunteer opportunity write - `neon_crm.volunteer_shifts.list` Gets a list of volunteer shifts for a volunteer opportunity read - `neon_crm.volunteer_shifts.volunteers` Get a list of volunteers assigned to a shift read - `neon_crm.volunteer_shifts.delete` Delete a volunteer shift destructive - `neon_crm.volunteer_shifts.get` Get a volunteer shift read - and 3 more in this area **Activities 8** - `neon_crm.activities.create` Create an activity write - `neon_crm.activities.delete` Delete an activity destructive - `neon_crm.activities.get` Get an activity read - `neon_crm.activities.update` Update an activity write - `neon_crm.activities.output_fields` Gets a list of possible output columns for the /activities/search method read - `neon_crm.activities.patch` Patch an activity write - and 2 more in this area **Donations 8** - `neon_crm.donations.create` Creates a new donation write - `neon_crm.donations.output_fields` Gets a list of possible output columns for the /donations/search method read - `neon_crm.donations.search` Search for donations, pledges, and pledge payments read - `neon_crm.donations.search_fields` Gets a list of possible search criteria fields for the /donations/search method read - `neon_crm.donations.delete` Deletes a donation destructive - `neon_crm.donations.get` Gets a donation read - and 2 more in this area **Grants 8** - `neon_crm.grants.create` Create a grant write - `neon_crm.grants.output_fields` Gets a list of possible output columns for the /grants/search method read - `neon_crm.grants.search` Search for grants read - `neon_crm.grants.search_fields` Gets a list of possible search criteria fields for the /grants/search method read - `neon_crm.grants.delete` Delete a grant destructive - `neon_crm.grants.get` Get a grant: GET /grants/{id} read - and 2 more in this area **Prospects 8** - `neon_crm.prospects.create` Create a prospect write - `neon_crm.prospects.output_fields` Gets a list of possible output columns for the /prospects/search method read - `neon_crm.prospects.search` Search for prospects read - `neon_crm.prospects.search_fields` Gets a list of possible search criteria fields for the /prospects/search method read - `neon_crm.prospects.delete` Delete a prospect destructive - `neon_crm.prospects.get` Get a prospect read - and 2 more in this area **Volunteer groups 8** - `neon_crm.volunteer_groups.add_volunteers` Add volunteers to a volunteer group write - `neon_crm.volunteer_groups.get` Get a volunteer group read - `neon_crm.volunteer_groups.list` Get a list of volunteer groups read - `neon_crm.volunteer_groups.volunteers` Get a list of volunteers in a volunteer group read - `neon_crm.volunteer_groups.delete` Delete a volunteer group destructive - `neon_crm.volunteer_groups.remove_volunteers` Remove volunteers from a volunteer group destructive - and 2 more in this area **Account contacts 6** - `neon_crm.account_contacts.create` Creates a contact write - `neon_crm.account_contacts.get` Gets a contact read - `neon_crm.account_contacts.list` Gets company account contacts read - `neon_crm.account_contacts.update` Updates a contact write - `neon_crm.account_contacts.delete` Deletes an contact destructive - `neon_crm.account_contacts.patch` Patch a contact write **Campaigns 6** - `neon_crm.campaigns.create` Creates a campaign write - `neon_crm.campaigns.get` Gets a campaign read - `neon_crm.campaigns.list` Gets a list of campaigns read - `neon_crm.campaigns.update` Updates a campaign write - `neon_crm.campaigns.delete` Deletes a campaign destructive - `neon_crm.campaigns.patch` Patch a campaign write **Custom fields 6** - `neon_crm.custom_fields.add_to_group` Add a custom field to a group write - `neon_crm.custom_fields.create` Creates a custom field write - `neon_crm.custom_fields.get` Gets a custom field read - `neon_crm.custom_fields.list` Gets custom fields read - `neon_crm.custom_fields.delete` Deletes a custom field destructive - `neon_crm.custom_fields.update` Updates a custom field write **Custom objects fields 6** - `neon_crm.custom_objects_fields.create` Create a custom object field write - `neon_crm.custom_objects_fields.get` Get a custom object field read - `neon_crm.custom_objects_fields.list` Get a list of custom object fields read - `neon_crm.custom_objects_fields.update` Update a custom object field write - `neon_crm.custom_objects_fields.delete` Delete a custom object field destructive - `neon_crm.custom_objects_fields.patch` Patch a custom object field write **Custom objects form layouts 6** - `neon_crm.custom_objects_form_layouts.create` Create a custom object form layout write - `neon_crm.custom_objects_form_layouts.get` Get a custom object form layout read - `neon_crm.custom_objects_form_layouts.list` Get a list of custom object form layouts read - `neon_crm.custom_objects_form_layouts.update` Update a custom object form layout write - `neon_crm.custom_objects_form_layouts.delete` Delete a custom object form layout destructive - `neon_crm.custom_objects_form_layouts.patch` Patch a custom object form layout write **Custom objects list layouts 6** - `neon_crm.custom_objects_list_layouts.create` Create a custom object list layout write - `neon_crm.custom_objects_list_layouts.get` Get a custom object list layout read - `neon_crm.custom_objects_list_layouts.list` Get a list of custom object list layouts read - `neon_crm.custom_objects_list_layouts.update` Update a custom object list layout write - `neon_crm.custom_objects_list_layouts.delete` Delete a custom object list layout destructive - `neon_crm.custom_objects_list_layouts.patch` Patch a custom object list layout write **Custom objects validators 6** - `neon_crm.custom_objects_validators.create` Create a custom object validator write - `neon_crm.custom_objects_validators.get` Get a custom object validator read - `neon_crm.custom_objects_validators.list` Get a list of custom object validators read - `neon_crm.custom_objects_validators.update` Update a custom object validator write - `neon_crm.custom_objects_validators.delete` Delete a custom object validator destructive - `neon_crm.custom_objects_validators.patch` Patch a custom object validator write **Event registrations 6** - `neon_crm.event_registrations.calculate` Calculate the correct fee for a new registration for this event read - `neon_crm.event_registrations.create` Create a new event registration write - `neon_crm.event_registrations.get` Gets an event registration read - `neon_crm.event_registrations.update` Updates an event registration write - `neon_crm.event_registrations.delete` Deletes an event registration destructive - `neon_crm.event_registrations.patch` Patch an event registration write **Event tickets 6** - `neon_crm.event_tickets.create` Add a ticket option to an event write - `neon_crm.event_tickets.get` Gets a ticket option read - `neon_crm.event_tickets.list` Get a list of ticket options for an event read - `neon_crm.event_tickets.update` Update a ticket option write - `neon_crm.event_tickets.delete` Delete a ticket option destructive - `neon_crm.event_tickets.patch` Patch an event ticket write **Membership discounts 6** - `neon_crm.membership_discounts.create` Create a membership discount write - `neon_crm.membership_discounts.get` Get a membership discount read - `neon_crm.membership_discounts.list` Gets a list of membership discounts read - `neon_crm.membership_discounts.update` Update a membership discount write - `neon_crm.membership_discounts.delete` Delete a membership discount destructive - `neon_crm.membership_discounts.patch` Patch a membership discount write **Recurring 6** - `neon_crm.recurring.create` Creates a new recurring donation schedule write - `neon_crm.recurring.get` Gets a recurring donation schedule read - `neon_crm.recurring.list` Gets a list of recurring donation schedules read - `neon_crm.recurring.update` Updates a recurring donation schedule write - `neon_crm.recurring.delete` Deletes a recurring donation schedule destructive - `neon_crm.recurring.patch` Patch a recurring donation schedule write **Soft credits 6** - `neon_crm.soft_credits.create` Creates a soft credit write - `neon_crm.soft_credits.get` Gets a soft credit read - `neon_crm.soft_credits.list` Gets a list of soft credits read - `neon_crm.soft_credits.update` Updates a soft credit write - `neon_crm.soft_credits.delete` Deletes a soft credit destructive - `neon_crm.soft_credits.patch` Patch a soft credit write **Volunteer roles 6** - `neon_crm.volunteer_roles.get` Get a volunteer role read - `neon_crm.volunteer_roles.list` Get a list of volunteer roles read - `neon_crm.volunteer_roles.update` Update a volunteer role write - `neon_crm.volunteer_roles.volunteers` Get a list of volunteers assigned to a role read - `neon_crm.volunteer_roles.delete` Delete a volunteer role destructive - `neon_crm.volunteer_roles.upsert` Create a volunteer role write **Volunteer time sheets 6** - `neon_crm.volunteer_time_sheets.delete` Delete a volunteer time sheet destructive - `neon_crm.volunteer_time_sheets.get` Get a Volunteer Time Sheet read - `neon_crm.volunteer_time_sheets.list` Get volunteer time sheets read - `neon_crm.volunteer_time_sheets.update` Update a volunteer time sheet write - `neon_crm.volunteer_time_sheets.patch` Patch a volunteer time sheet write - `neon_crm.volunteer_time_sheets.upsert` Create a volunteer time sheet write **Webhooks 6** - `neon_crm.webhooks.create` Create a new webhook subscription write - `neon_crm.webhooks.get` Retrieve a webhook subscription read - `neon_crm.webhooks.list` Gets a list of webhook subscriptions read - `neon_crm.webhooks.update` Update a webhook subscription write - `neon_crm.webhooks.delete` Delete a webhook subscription destructive - `neon_crm.webhooks.patch` Patch a webhook write **Addresses 5** - `neon_crm.addresses.create` Creates a new address write - `neon_crm.addresses.delete` Deletes an address destructive - `neon_crm.addresses.get` Gets an address read - `neon_crm.addresses.update` Updates an address write - `neon_crm.addresses.patch` Patch an address write **Custom objects records 5** - `neon_crm.custom_objects_records.create` Create a custom object record write - `neon_crm.custom_objects_records.delete` Delete a custom object record destructive - `neon_crm.custom_objects_records.get` Get a custom object record read - `neon_crm.custom_objects_records.update` Update a custom object record write - `neon_crm.custom_objects_records.patch` Patch a custom object record write **Event categories 5** - `neon_crm.event_categories.create` Create an event category write - `neon_crm.event_categories.delete` Delete an event category destructive - `neon_crm.event_categories.list` Gets event categories read - `neon_crm.event_categories.update` Update an event category write - `neon_crm.event_categories.patch` Patch an event category write **Pledge installments 5** - `neon_crm.pledge_installments.create` Create a pledge installment. write - `neon_crm.pledge_installments.get` Retrieve a pledge installment. read - `neon_crm.pledge_installments.list` Retrieve a list of pledge installment. read - `neon_crm.pledge_installments.update` Update a pledge installment. write - `neon_crm.pledge_installments.delete` Delete a pledge installment. destructive **Pledges 5** - `neon_crm.pledges.create` Creates a new pledge write - `neon_crm.pledges.delete` Deletes a pledge destructive - `neon_crm.pledges.get` Gets a Pledge read - `neon_crm.pledges.update` Updates a pledge write - `neon_crm.pledges.patch` Patch a pledge write **Shipping addresses 5** - `neon_crm.shipping_addresses.create` Creates a new shipping address write - `neon_crm.shipping_addresses.delete` Deletes a shipping address destructive - `neon_crm.shipping_addresses.get` Gets a shipping address read - `neon_crm.shipping_addresses.update` Updates a shipping address write - `neon_crm.shipping_addresses.patch` Patch a shipping address write **Accounts windfall 4** - `neon_crm.accounts_windfall.create` Add Windfall data to an account write - `neon_crm.accounts_windfall.delete` Delete Windfall data on an account destructive - `neon_crm.accounts_windfall.delete_all` Delete Windfall data on all accounts destructive - `neon_crm.accounts_windfall.get` Get Windfall data on an account read **Custom fields groups 4** - `neon_crm.custom_fields_groups.create` Creates a custom field group write - `neon_crm.custom_fields_groups.delete` Deletes a custom field group destructive - `neon_crm.custom_fields_groups.list` Gets a list of custom field groups read - `neon_crm.custom_fields_groups.update` Updates a custom field group write **Households 4** - `neon_crm.households.create` Create a household write - `neon_crm.households.delete` Delete a household destructive - `neon_crm.households.list` List households read - `neon_crm.households.update` Update a household write **Payments 4** - `neon_crm.payments.create` Add additional payments to a transaction write - `neon_crm.payments.donor_covered_fees` Calculate the donor covered fee according to the transaction amount read - `neon_crm.payments.processor_settings` Gets configuration settings specific to the payment processor in use read - `neon_crm.payments.refund` Refund an Neon Pay payment or cancel an offline payment destructive **Pledge payments 4** - `neon_crm.pledge_payments.create` Creates a new pledge payment write - `neon_crm.pledge_payments.delete` Deletes an existing pledge payment destructive - `neon_crm.pledge_payments.get` Gets a single pledge payment read - `neon_crm.pledge_payments.list` Gets a list of payments towards a specific pledge read **Campaign fundraisers 2** - `neon_crm.campaign_fundraisers.create` Add a fundraiser to a campaign write - `neon_crm.campaign_fundraisers.list` Gets peer-to-peer fundraiser list read **Event tax zones 2** - `neon_crm.event_tax_zones.get` Get a tax zone read - `neon_crm.event_tax_zones.list` Get a list of tax zones read **Store products 2** - `neon_crm.store_products.get` Get a product read - `neon_crm.store_products.list` Get a list of store products read **Account donations 1** - `neon_crm.account_donations.list` Get a list of donations for this account read **Account event registrations 1** - `neon_crm.account_event_registrations.list` Gets a list of event registrations for this account read **Account memberships 1** - `neon_crm.account_memberships.list` Get an account's membership history read **Account orders 1** - `neon_crm.account_orders.list` Get an account's order history read **Account pledges 1** - `neon_crm.account_pledges.list` Get a list of pledges for this account read **Cra receipts 1** - `neon_crm.cra_receipts.list` Gets a list of receipt read **Current system user 1** - `neon_crm.current_system_user.get` Gets current system user read **Custom object records 1** - `neon_crm.custom_object_records.list` List custom object records read **Custom object relations 1** - `neon_crm.custom_object_relations.list` Get a list of custom object relations read **Donation payments 1** - `neon_crm.donation_payments.create` Add a payment for donation write **Event attendees 1** - `neon_crm.event_attendees.list` Get a list of attendees for an event read **Event registration payments 1** - `neon_crm.event_registration_payments.create` Add a payment for event registration write **Event registrations for event 1** - `neon_crm.event_registrations_for_event.list` Get a list of event registrations for this event read **Household relation types 1** - `neon_crm.household_relation_types.list` List relation types read **Membership levels 1** - `neon_crm.membership_levels.list` Get a list of membership levels read **Membership payments 1** - `neon_crm.membership_payments.create` Add a payment for membership write **Membership terms 1** - `neon_crm.membership_terms.list` Get a list of membership terms read **Order payments 1** - `neon_crm.order_payments.create` Add a payment for order write **Organization profile 1** - `neon_crm.organization_profile.get` Gets organization profile read **Payments credit card types 1** - `neon_crm.payments_credit_card_types.list` Gets credit card types read **Payments tenders 1** - `neon_crm.payments_tenders.list` Gets tender types read **Properties activity custom statuses 1** - `neon_crm.properties_activity_custom_statuses.list` Gets a list of available custom Activity Statuses read **Properties activity statuses 1** - `neon_crm.properties_activity_statuses.list` Gets a list of available Activity Statuses read **Properties activity types 1** - `neon_crm.properties_activity_types.list` Gets a list of available Activity Types read **Properties address types 1** - `neon_crm.properties_address_types.list` Gets address types read **Properties company types 1** - `neon_crm.properties_company_types.list` Gets company types read **Properties countries 1** - `neon_crm.properties_countries.list` Gets countries read **Properties event categories 1** - `neon_crm.properties_event_categories.list` Gets Event Categories read **Properties event topics 1** - `neon_crm.properties_event_topics.list` Gets Event Topics read **Properties funds 1** - `neon_crm.properties_funds.list` Gets funds: GET /properties/funds read **Properties genders 1** - `neon_crm.properties_genders.list` Gets genders read **Properties individual types 1** - `neon_crm.properties_individual_types.list` Gets individual types read **Properties prefixes 1** - `neon_crm.properties_prefixes.list` Gets prefixes read **Properties prospect custom statuses 1** - `neon_crm.properties_prospect_custom_statuses.list` Gets a list of available custom Prospect Statuses read **Properties prospect statuses 1** - `neon_crm.properties_prospect_statuses.list` Gets a list of available Prospect Statuses read **Properties purposes 1** - `neon_crm.properties_purposes.list` Gets purposes read **Properties relation types 1** - `neon_crm.properties_relation_types.list` Gets relation types read **Properties solicitation methods 1** - `neon_crm.properties_solicitation_methods.list` Gets a list of solicitation methods read **Properties sources 1** - `neon_crm.properties_sources.list` Gets sources read **Properties state provinces 1** - `neon_crm.properties_state_provinces.list` Gets states: GET /properties/stateProvinces read **Properties system timezones 1** - `neon_crm.properties_system_timezones.list` Gets system timezones read **Properties system users 1** - `neon_crm.properties_system_users.list` Gets system users read **Property event categories 1** - `neon_crm.property_event_categories.create` Creates a new event category write **Store catalogs 1** - `neon_crm.store_catalogs.list` Get a list of store catalogs read **Store categories 1** - `neon_crm.store_categories.list` Get a list of store categories read **Volunteers 1** - `neon_crm.volunteers.list` Get a list of volunteers read This index shows a sample of each area. All 299 actions, with their inputs and prices, are in the [catalogue](https://actionlake.com/console/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. ## More connectors like Neon CRM Shares the most action names with - [Freshsales 14](https://actionlake.com/connectors/freshsales) - [Keap (Infusionsoft) 13](https://actionlake.com/connectors/keap-infusionsoft) - [VaultRE 11](https://actionlake.com/connectors/vaultre) - [Bloomerang 11](https://actionlake.com/connectors/bloomerang) - [Raisely 9](https://actionlake.com/connectors/raisely) - [Bonterra EveryAction / NGP VAN 8](https://actionlake.com/connectors/bonterra-everyaction-ngp-van) Joins with, on shared entities - [HaloPSA 3](https://actionlake.com/connectors/halopsa) - [Odoo 3](https://actionlake.com/connectors/odoo) - [ERPNext (Frappe) 3](https://actionlake.com/connectors/erpnext-frappe) - [ScalePad 3](https://actionlake.com/connectors/scalepad) - [Cliniko 3](https://actionlake.com/connectors/cliniko) - [Acuity Scheduling 3](https://actionlake.com/connectors/acuity-scheduling) Browse - [All CRM & sales connectors](https://actionlake.com/connectors/category/crm-and-sales) - [All connectors](https://actionlake.com/connectors) - [How actionlake compares](https://actionlake.com/compare) actionlake is independent. It is not made or endorsed by Neon CRM; the name is the vendor's own. Counts are from the Neon CRM service file, version 1.0.0. ## Give your agent Neon CRM today. [Connect Neon CRM free](https://actionlake.com/console?start=sandbox) [See pricing](https://actionlake.com/pricing) Start free - 100,000 calls/month, no card. No signup. Hard caps on every key. Cached answers are free. --- Source: https://actionlake.com/connectors/neon-crm More: https://actionlake.com/llms.txt