Connectors · CRM & sales

Virtuous CRM MCP server for AI agents.

actionlake is an MCP gateway: one remote MCP server that connects Claude and other MCP clients to Virtuous CRM and the rest of your systems. It gives your agent 290 Virtuous CRM actions (174 reads, 92 writes and 24 that wait for a confirmation) and holds the Virtuous CRM credential itself, so the agent never does. It paces Virtuous CRM's limits and records every call.

Connect Virtuous 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

290actionsin one signed file
174readlook, never change
92writecreate and update
24wait for a yesdestructive, confirmed first

Set up

Connect Virtuous 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 Virtuous CRM.
Bearer token. 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.
- access_tokenVirtuous API key: in Virtuous, Settings > Connectivity > API Keys > Create a Key (choose a permission group)
```
account { op: "connections.requirements", service: "virtuous" }
# 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: "virtuous.events.list" }# get events · read · 1 upstream callcheck { action: "virtuous.events.create", input: { … } }# free: inputs, permissions, cost and confirmations, nothing sent

Virtuous CRM at a glance

Sign-in: Bearer token. 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: access_token
Limits we pace to: 1,500 calls an hour, per connection
API covered: Virtuous REST API (Postman reference collection, latest)api.virtuoussoftware.com
Built from: Virtuous CRM's documentation, read 23 October 2026docs.virtuoussoftware.com docs.virtuoussoftware.com
Service file: Version 1.0.0, signed (Ed25519)
Cached reads: 174 of 174 reads, for up to 5 minutes; a write clears what it affects
Shared entities: 5, so ask can line Virtuous 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 Virtuous CRM.

290 actions in 45 areas. Every one carries its effect, so a key can allow the reads and hold the rest.

174readlook, never change
92writecreate and update
24destructivewait for a confirmation

Contacts
22
15 read · 7 write · 0 destructive
Create a Contact · Get a Contact · Query Contacts with Abbreviated Details · Update a Contact
Gifts
18
10 read · 7 write · 1 destructive
Create a Gift · Query Gifts with Abbreviated Details · Get a Gift · Update a Gift
Reminders
16
9 read · 7 write · 0 destructive
Create Manual Reminder · Create Milestone Reminder · Create Recurring Reminder · Gets Reminder Frequency Types
Projects
12
7 read · 5 write · 0 destructive
Create a Project · Get Project · Update a Project · Query Projects
Contact notes
11
7 read · 3 write · 1 destructive
Create a Note for a Contact · Get a Note · Update a Note · Query Contact Notes
Individuals
11
8 read · 2 write · 1 destructive
Create an Individual · Query Individuals · Get an Individual · Update an Individual
Events
10
7 read · 2 write · 1 destructive
Get Events · Create an Event · Get an Event · Update an Event
Grants
10
7 read · 2 write · 1 destructive
Create a Grant · Query Grants · Get Grant · Update a Grant

37 more areas · 180 actions

Premiums 10
Contact methods 8
Event attendees 8
Gift asks 8
Planned gifts 8
Pledges 8
Recurring gifts 8
Volunteer opportunities 8
Communications 7
Contact addresses 7
Project roles 7
Volunteers 7
Organization groups 6
Project notes 6
Segments 6
Project expenses 5
Relationships 5
Volunteer attendance 5
Webhooks 5
Campaigns 4
Contact collections 4
Event contacts 4
Individual collections 4
Tasks 4
Volunteer organizers 4
Contact tags 3
Organizations 3
Tributes 3
Contact receipts 2
Contact references 2
Email lists 2
Emails 2
Gift designations 2
Tags 2
Permissions 1
Recurring gift payments 1
Search 1

Top actions

The Virtuous CRM API, shaped for agents.

The ids your agent types, what each does, and the one name it shares with other systems. 56 of Virtuous CRM's 57 action names are shared with at least one other connector, so an agent learns them once.

Action	What it does	Effect	Same name in
`virtuous.events.list`Get Events	Get Events.	read	`comm.event.list`61 connectors
`virtuous.tags.list`Get all Tags	Get all Tags.	read	`crm.tag.list`65 connectors
`virtuous.events.create`Create an Event	Create an Event.	write	`comm.event.create`52 connectors
`virtuous.contacts.create`Create a Contact	Create a Contact.	write	`crm.contact.create`161 connectors
`virtuous.contacts.get`Get a Contact	Get a Contact.	read	`crm.contact.get`176 connectors
`virtuous.contact_notes.create`Create a Note for a Contact	Create a Note for a Contact.	write	`crm.contact_note.create`28 connectors
`virtuous.projects.create`Create a Project	Create a Project.	write	`work.project.create`102 connectors
`virtuous.projects.get`Get Project	Get Project.	read	`work.project.get`106 connectors
`virtuous.contact_notes.get`Get a Note	Get a Note.	read	`crm.contact_note.get`21 connectors
`virtuous.events.delete`Delete an Event	Delete an Event.	destructive	`comm.event.delete`45 connectors
`virtuous.segments.create`Create a Segment	Create a Segment.	write	`comm.audience_segment.create`16 connectors
`virtuous.campaigns.get`Get Campaign	Get Campaign.	read	`comm.campaign.get`39 connectors

Try it

Prompts to paste into Claude.

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

Readread
Give me a one-line status for every active Virtuous CRM project.
callsvirtuous.projects.query
Writewrite
Create an Event in Virtuous CRM. Show me exactly what you will send before you save it.
callsvirtuous.events.create
Across systemsread
Which contacts are in both Virtuous CRM and HaloPSA, and how many are in only one of them?
callsvirtuous.contacts.queryhalopsa.users.list

Across your systems

Virtuous CRM, joined to the rest of your business.

One ask fetches from Virtuous 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 Virtuous CRM and HaloPSA, and how many are in only one of them?
virtuous.contacts.query + halopsa.users.list, on crm.contact · HaloPSA
Which contacts are in both Virtuous CRM and NetSuite, and how many are in only one of them?
virtuous.contacts.query + netsuite.views.contacts, on crm.contact · NetSuite

Also mapped by other connectorscrm.contact 192work.project 116comm.event 47crm.tag 47crm.contact_note 9

ask

ask {  intent: "which contacts are in both Virtuous CRM and HaloPSA, and how many are in only one of them",  steps: [    { action: "virtuous.contacts.query", 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 Virtuous CRM

Destructive actions wait for a yes.

24 Virtuous CRM actions are destructive. These are all of them:

Delete an Eventvirtuous.events.delete
Delete a Notevirtuous.contact_notes.delete
Delete an Event Attendeevirtuous.event_attendees.delete
Delete a Webhookvirtuous.webhooks.delete
Delete a Contact Tagvirtuous.contact_tags.delete
Delete a Project Notevirtuous.project_notes.delete
Delete a Giftvirtuous.gifts.delete
Delete a Grantvirtuous.grants.delete
Write-off the Pledgevirtuous.pledges.write_off
Delete a Volunteervirtuous.volunteers.delete
Delete an Individualvirtuous.individuals.delete
Delete a Project Rolevirtuous.project_roles.delete
Delete a Relationshipvirtuous.relationships.delete
Delete an Event Contactvirtuous.event_contacts.delete
Delete a Contact Methodvirtuous.contact_methods.delete
Delete a Contact Addressvirtuous.contact_addresses.delete
Delete a Contact Referencevirtuous.contact_references.delete
Delete Collection for a Contactvirtuous.contact_collections.delete
Delete a Volunteer Attendancevirtuous.volunteer_attendance.delete
Delete a Volunteer Organizervirtuous.volunteer_organizers.delete
Delete Collection for an Individualvirtuous.individual_collections.delete
Delete a Volunteer Opportunityvirtuous.volunteer_opportunities.delete
Remove a Contact from an Organization Groupvirtuous.organization_groups.remove_contact
Cancel a Recurring Giftvirtuous.recurring_gifts.cancel

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.

dovirtuous.events.deleteconfirm_policy: human

Delete an Event?

intent: the user asked me to delete an Event

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

In the console, or from an emailed signed link.

a key for this connector

account {  op: "keys.create", name: "virtuous-agent",  allowed_actions: ["virtuous.*"], cap_calls: 2000,  confirm_policy: "human_for_writes",  approval_rules: [    { match: "virtuous.events.delete", approver: "[email protected]" },    { match: "virtuous.contact_notes.delete", approver: "[email protected]" },    { match: "virtuous.event_attendees.delete", approver: "[email protected]" }  ]}

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

Cost

What Virtuous CRM costs on actionlake.

Every Virtuous CRM action is one upstream call, the only thing actionlake bills. Searching, check, cost, account and any call Virtuous 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 290 Virtuous CRM actions
290actions pageeach page of a long list is one call
174reads 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 Virtuous CRM action.

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

Contacts22

virtuous.contacts.archiveArchive a Contactwrite
virtuous.contacts.createCreate a Contactwrite
virtuous.contacts.create_import_batchCreate a Contact Import that will be processed for changes and duplicateswrite
virtuous.contacts.create_transactionCreate a Contact that will go through the import processwrite
virtuous.contacts.custom_fieldsGet Contact Custom Fields Availableread
virtuous.contacts.findFind a Contact by Email Address or Reference Source and IDread
virtuous.contacts.getGet a Contactread
virtuous.contacts.get_by_referenceGet a Contact by Reference IDread
virtuous.contacts.get_by_reference_sourceGet a Contact by Reference Source and IDread
virtuous.contacts.list_by_tagGet Contacts by Tag IDread
virtuous.contacts.list_followingGet the Contacts the current user is followingread
virtuous.contacts.list_following_activityGet the Activity for the Contacts the current user is followingread
virtuous.contacts.prefixesGet Contact Name Prefixes and Titlesread
virtuous.contacts.proximityFind all Contacts within a given proximity of a geocoordinateread
virtuous.contacts.queryQuery Contacts with Abbreviated Detailsread
virtuous.contacts.query_full_contactQuery Contacts with Full Detailsread
virtuous.contacts.query_optionsGet Contact Query Optionsread
virtuous.contacts.searchFind all Contacts that match, fully or partially, the given search parametersread
virtuous.contacts.toggle_followFollow or Unfollow a Contact for the current userwrite
virtuous.contacts.typesGet Contact Typesread
virtuous.contacts.unarchiveUnarchive a Contactwrite
virtuous.contacts.updateUpdate a Contactwrite

Gifts18

virtuous.gifts.createCreate a Giftwrite
virtuous.gifts.create_manyCreate many Giftswrite
virtuous.gifts.create_reversing_transactionCreate a Reversing Transactionwrite
virtuous.gifts.create_transactionCreate a Gift Transactionwrite
virtuous.gifts.create_transactionsCreate a Batch of Gift Transactionswrite
virtuous.gifts.custom_fieldsGet Gift Custom Fields Availableread
virtuous.gifts.deleteDelete a Giftdestructive
virtuous.gifts.getGet a Giftread
virtuous.gifts.get_by_transactionGet a Gift by Transaction Source and IDread
virtuous.gifts.list_by_contactGet Gifts for a Contactread
virtuous.gifts.list_by_referenceGet Gifts for a Contact by Reference IDread
virtuous.gifts.list_passthrough_by_contactGet Passthrough Gifts for a Contactread
virtuous.gifts.non_cash_gift_typesGet Non-Cash Gift Types Availableread
virtuous.gifts.queryQuery Gifts with Abbreviated Detailsread
virtuous.gifts.query_full_giftQuery Gifts with Full Detailsread
virtuous.gifts.query_optionsGet Gift Query Optionsread
virtuous.gifts.updateUpdate a Giftwrite
virtuous.gifts.update_manyUpdate many Giftswrite

Reminders16

virtuous.reminders.completeComplete Reminderwrite
virtuous.reminders.createCreate Manual Reminderwrite
virtuous.reminders.create_milestoneCreate Milestone Reminderwrite
virtuous.reminders.create_recurringCreate Recurring Reminderwrite
virtuous.reminders.dismissDismiss Reminderwrite
virtuous.reminders.frequency_typesGets Reminder Frequency Typesread
virtuous.reminders.list_activeGet Active Reminders (for current user)read
virtuous.reminders.list_active_by_contactGet Active Manual Reminders by Contactread
virtuous.reminders.list_inactive_by_contactGet Inactive Manual Reminders by Contactread
virtuous.reminders.list_savedGet Saved Reminders (for current user)read
virtuous.reminders.list_unresolved_by_contactGet Unresolved Manual Reminders by Contactread
virtuous.reminders.milestone_typesGets Milestone Typesread
virtuous.reminders.reminder_typesGet Reminder Typesread
virtuous.reminders.source_typesGet Reminder Source Typesread
virtuous.reminders.update_milestoneUpdate Milestone Reminderwrite
virtuous.reminders.update_recurringUpdate Recurring Reminderwrite

Projects12

virtuous.projects.createCreate a Projectwrite
virtuous.projects.custom_fieldsGet Project Custom Fields Availableread
virtuous.projects.getGet Projectread
virtuous.projects.get_by_codeGet a Project using a unique Coderead
virtuous.projects.queryQuery Projectsread
virtuous.projects.query_optionsGet Project Query Optionsread
virtuous.projects.searchFind Projectsread
virtuous.projects.set_inventory_statusTemporarily Change Project Inventory Statuswrite
virtuous.projects.typesGet Project Typesread
virtuous.projects.updateUpdate a Projectwrite
virtuous.projects.update_balanceUpdate Project Balancewrite
virtuous.projects.update_manyUpdate many Projectswrite

Contact notes11

virtuous.contact_notes.createCreate a Note for a Contactwrite
virtuous.contact_notes.create_from_emailCreate a Note using an Emailwrite
virtuous.contact_notes.custom_fieldsGets the custom fields for contact noteread
virtuous.contact_notes.deleteDelete a Notedestructive
virtuous.contact_notes.getGet a Noteread
virtuous.contact_notes.list_by_contactGet the Notes for a Contactread
virtuous.contact_notes.list_important_by_contactGet the Important Notes for a Contactread
virtuous.contact_notes.queryQuery Contact Notesread
virtuous.contact_notes.query_optionsGet Contact Note Query Optionsread
virtuous.contact_notes.typesGet Contact Note Typesread
virtuous.contact_notes.updateUpdate a Notewrite

Individuals11

virtuous.individuals.createCreate an Individualwrite
virtuous.individuals.custom_fieldsGets the custom fields for contact individualsread
virtuous.individuals.deleteDelete an Individualdestructive
virtuous.individuals.findFind an individual by email addressread
virtuous.individuals.getGet an Individualread
virtuous.individuals.get_avatarGets the avatar for a specified contact individualread
virtuous.individuals.list_by_contactGet Individuals for a Contactread
virtuous.individuals.list_email_listsGet Email Lists for an Individualread
virtuous.individuals.queryQuery Individualsread
virtuous.individuals.query_optionsGet Individual Query Optionsread
virtuous.individuals.updateUpdate an Individualwrite

Events10

virtuous.events.createCreate an Eventwrite
virtuous.events.custom_fieldsGet Event Custom Fields Availableread
virtuous.events.deleteDelete an Eventdestructive
virtuous.events.findFind an Eventread
virtuous.events.getGet an Eventread
virtuous.events.listGet Eventsread
virtuous.events.queryQuery Eventsread
virtuous.events.query_optionsGet Event Query Optionsread
virtuous.events.typesGet the Event Typesread
virtuous.events.updateUpdate an Eventwrite

Grants10

virtuous.grants.createCreate a Grantwrite
virtuous.grants.custom_fieldsGet Grant Custom Fields Availableread
virtuous.grants.deleteDelete a Grantdestructive
virtuous.grants.getGet Grantread
virtuous.grants.get_by_referenceGet a Grant by Reference IDread
virtuous.grants.list_by_contactGet Grants for a Contactread
virtuous.grants.list_giftsGet the Gifts applied to a Grantread
virtuous.grants.queryQuery Grantsread
virtuous.grants.query_optionsGet Grant Query Optionsread
virtuous.grants.updateUpdate a Grantwrite

Premiums10

virtuous.premiums.createCreate a Premiumwrite
virtuous.premiums.custom_fieldsGet Premium Custom Fields Availableread
virtuous.premiums.decrement_inventoryDecrement the inventory countwrite
virtuous.premiums.getGet Premiumread
virtuous.premiums.get_by_codeGet Premium using a unique Coderead
virtuous.premiums.increment_inventoryIncrement the inventory countwrite
virtuous.premiums.queryQuery Premiumsread
virtuous.premiums.query_optionsGet Premium Query Optionsread
virtuous.premiums.searchFind Premiumsread
virtuous.premiums.updateUpdate a Premiumwrite

Contact methods8

virtuous.contact_methods.archiveArchive a Contact Methodwrite
virtuous.contact_methods.createCreate a Contact Method for an Individualwrite
virtuous.contact_methods.deleteDelete a Contact Methoddestructive
virtuous.contact_methods.getGet a Contact Methodread
virtuous.contact_methods.related_typesGet Contact Methods Types related to the Base Typeread
virtuous.contact_methods.typesGet Contact Method Typesread
virtuous.contact_methods.unarchiveUnarchive a Contact Methodwrite
virtuous.contact_methods.updateUpdate a Contact Methodwrite

Event attendees8

virtuous.event_attendees.createCreate an Event Attendeewrite
virtuous.event_attendees.custom_fieldsGet Event Attendee Custom Fields Availableread
virtuous.event_attendees.deleteDelete an Event Attendeedestructive
virtuous.event_attendees.getGet an Event Attendeeread
virtuous.event_attendees.listGet Event Attendees for an Eventread
virtuous.event_attendees.queryQuery Event Attendeesread
virtuous.event_attendees.query_optionsGet Event Attendee Query Optionsread
virtuous.event_attendees.updateUpdate an Event Attendeewrite

Gift asks8

virtuous.gift_asks.createCreate a Gift Askwrite
virtuous.gift_asks.custom_fieldsGet Gift Ask Custom Fields Availableread
virtuous.gift_asks.getGet a Gift Askread
virtuous.gift_asks.list_by_contactGet Gift Asks for a Contactread
virtuous.gift_asks.list_giftsGet the Gifts applied to a Gift Askread
virtuous.gift_asks.queryQuery Gift Asksread
virtuous.gift_asks.query_optionsGet Gift Ask Query Optionsread
virtuous.gift_asks.updateUpdate a Gift Askwrite

Planned gifts8

virtuous.planned_gifts.createCreate a Planned Giftwrite
virtuous.planned_gifts.custom_fieldsGet Planned Gift Custom Fields Availableread
virtuous.planned_gifts.getGet Planned Giftread
virtuous.planned_gifts.list_by_contactGet Planned Gifts for a Contactread
virtuous.planned_gifts.list_giftsGet Gifts Applied to a Planned Giftread
virtuous.planned_gifts.queryQuery Planned Giftsread
virtuous.planned_gifts.query_optionsGet Planned Gift Query Optionsread
virtuous.planned_gifts.updateUpdate a Planned Giftwrite

Pledges8

virtuous.pledges.createCreate a Pledgewrite
virtuous.pledges.custom_fieldsGet Pledge Custom Fields Availableread
virtuous.pledges.getGet Pledgeread
virtuous.pledges.list_by_contactGet Pledges for a Contactread
virtuous.pledges.queryQuery Pledgesread
virtuous.pledges.query_optionsGet Pledge Query Optionsread
virtuous.pledges.updateUpdate a Pledgewrite
virtuous.pledges.write_offWrite-off the Pledgedestructive

Recurring gifts8

virtuous.recurring_gifts.cancelCancel a Recurring Giftdestructive
virtuous.recurring_gifts.createCreate a Recurring Giftwrite
virtuous.recurring_gifts.custom_fieldsGet Recurring Gift Custom Fields Availableread
virtuous.recurring_gifts.getGet a Recurring Giftread
virtuous.recurring_gifts.list_by_contactGet Recurring Gifts for a Contactread
virtuous.recurring_gifts.queryQuery Recurring Giftsread
virtuous.recurring_gifts.query_optionsGet Recurring Gift Query Optionsread
virtuous.recurring_gifts.updateUpdate a Recurring Giftwrite

Volunteer opportunities8

virtuous.volunteer_opportunities.createCreate a Volunteer Opportunitywrite
virtuous.volunteer_opportunities.custom_fieldsGet Custom Fields Availableread
virtuous.volunteer_opportunities.deleteDelete a Volunteer Opportunitydestructive
virtuous.volunteer_opportunities.getGet Volunteer Opportunityread
virtuous.volunteer_opportunities.listGet Volunteer Opportunitiesread
virtuous.volunteer_opportunities.queryQueries Volunteer Opportunitiesread
virtuous.volunteer_opportunities.query_optionsGet Query Optionsread
virtuous.volunteer_opportunities.updateUpdate a Volunteer Opportunitywrite

Communications7

virtuous.communications.channel_typesGet Channel Typesread
virtuous.communications.communication_typesGet Communication Typesread
virtuous.communications.createCreate Communicationwrite
virtuous.communications.getGet Communicationread
virtuous.communications.list_by_campaignGet Communications for a Campaignread
virtuous.communications.queryQuery Communicationsread
virtuous.communications.query_optionsCommunication Query Optionsread

Contact addresses7

virtuous.contact_addresses.archiveArchive a Contact Addresswrite
virtuous.contact_addresses.createCreate a Contact Addresswrite
virtuous.contact_addresses.deleteDelete a Contact Addressdestructive
virtuous.contact_addresses.getGet a Contact Addressread
virtuous.contact_addresses.list_by_contactGet the Contact Addresses for a Contactread
virtuous.contact_addresses.unarchiveUnarchive a Contact Addresswrite
virtuous.contact_addresses.updateUpdate a Contact Addresswrite

Project roles7

virtuous.project_roles.createCreate a Project Rolewrite
virtuous.project_roles.deleteDelete a Project Roledestructive
virtuous.project_roles.getGet Project Roleread
virtuous.project_roles.list_by_contactGet Project Roles for a Contactread
virtuous.project_roles.list_by_projectGet Project Roles for a Projectread
virtuous.project_roles.typesGet Project Role Typesread
virtuous.project_roles.updateUpdate a Project Rolewrite

Volunteers7

virtuous.volunteers.createCreate a Volunteerwrite
virtuous.volunteers.deleteDelete a Volunteerdestructive
virtuous.volunteers.getGet Volunteerread
virtuous.volunteers.listGet Volunteers for a Volunteer Opportunityread
virtuous.volunteers.queryQuery Volunteersread
virtuous.volunteers.query_optionsGet Query Optionsread
virtuous.volunteers.searchSearch for Volunteersread

Organization groups6

virtuous.organization_groups.add_contactAssign a Contact to an Organization Groupwrite
virtuous.organization_groups.getGet an Organization Groupread
virtuous.organization_groups.listGet all Organization Groupsread
virtuous.organization_groups.list_by_contactGet Organization Groups for a Contactread
virtuous.organization_groups.list_contactsGet the Contacts in an Organization Groupread
virtuous.organization_groups.remove_contactRemove a Contact from an Organization Groupdestructive

Project notes6

virtuous.project_notes.createCreate a Project Notewrite
virtuous.project_notes.deleteDelete a Project Notedestructive
virtuous.project_notes.getGet Project Noteread
virtuous.project_notes.list_by_projectGet Notes for a Projectread
virtuous.project_notes.typesGet Project Note Typesread
virtuous.project_notes.updateUpdate a Project Notewrite

Segments6

virtuous.segments.createCreate a Segmentwrite
virtuous.segments.getGet a Segmentread
virtuous.segments.get_by_codeGet a Segment using a unique Coderead
virtuous.segments.list_by_contactGet the Segments for a Contactread
virtuous.segments.searchFind Segmentsread
virtuous.segments.updateUpdate a Segmentwrite

Project expenses5

virtuous.project_expenses.createCreate a Project Expensewrite
virtuous.project_expenses.create_manyCreate many Project Expenseswrite
virtuous.project_expenses.getGet Project Expenseread
virtuous.project_expenses.listGet Project Expenses for a Projectread
virtuous.project_expenses.updateUpdate a Project Expensewrite

Relationships5

virtuous.relationships.createCreate a Relationshipwrite
virtuous.relationships.deleteDelete a Relationshipdestructive
virtuous.relationships.list_by_contactGet Relationships for a Contactread
virtuous.relationships.typesGet Relationship Typesread
virtuous.relationships.updateUpdate a Relationshipwrite

Volunteer attendance5

virtuous.volunteer_attendance.createCreate a Volunteer Attendancewrite
virtuous.volunteer_attendance.deleteDelete a Volunteer Attendancedestructive
virtuous.volunteer_attendance.getGet Volunteer Attendanceread
virtuous.volunteer_attendance.listGet Volunteer Attendance for a Volunteerread
virtuous.volunteer_attendance.updateUpdate a Volunteer Attendancewrite

Webhooks5

virtuous.webhooks.createCreate a Webhookwrite
virtuous.webhooks.deleteDelete a Webhookdestructive
virtuous.webhooks.getGet a Webhookread
virtuous.webhooks.set_activeSet the active state of a Webhookwrite
virtuous.webhooks.updateUpdate a Webhookwrite

Campaigns4

virtuous.campaigns.getGet Campaignread
virtuous.campaigns.list_stepsGets Campaign Stepsread
virtuous.campaigns.queryQuery Campaignsread
virtuous.campaigns.query_optionsGet Campaign Query Optionsread

Contact collections4

virtuous.contact_collections.createCreate Collection for a Contactwrite
virtuous.contact_collections.deleteDelete Collection for a Contactdestructive
virtuous.contact_collections.list_definitionsGet Custom Collections for Contactsread
virtuous.contact_collections.updateUpdate Collection for a Contactwrite

Event contacts4

virtuous.event_contacts.createCreate an Event Contactwrite
virtuous.event_contacts.deleteDelete an Event Contactdestructive
virtuous.event_contacts.getGet an Event Contactread
virtuous.event_contacts.listGet Event Contacts for an Eventread

Individual collections4

virtuous.individual_collections.createCreate Collection for an Individualwrite
virtuous.individual_collections.deleteDelete Collection for an Individualdestructive
virtuous.individual_collections.list_definitionsGet Custom Collections for Individualsread
virtuous.individual_collections.updateUpdate Collection for an Individualwrite

Tasks4

virtuous.tasks.createCreate a Taskwrite
virtuous.tasks.queryQuery Tasksread
virtuous.tasks.query_optionsGet Task Query Optionsread
virtuous.tasks.typesGet Task Typesread

Volunteer organizers4

virtuous.volunteer_organizers.createCreate a Volunteer Organizerwrite
virtuous.volunteer_organizers.deleteDelete a Volunteer Organizerdestructive
virtuous.volunteer_organizers.getGet Volunteer Organizerread
virtuous.volunteer_organizers.listGet Volunteer Organizersread

Contact tags3

virtuous.contact_tags.createCreate a Contact Tagwrite
virtuous.contact_tags.deleteDelete a Contact Tagdestructive
virtuous.contact_tags.list_by_contactGet Tags for a Contactread

Organizations3

virtuous.organizations.currentGet the Current Organization for the current userread
virtuous.organizations.listGet the Organizations the current user belongs toread
virtuous.organizations.switchSwitch the Current Organizationwrite

Tributes3

virtuous.tributes.createCreate a Tributewrite
virtuous.tributes.searchSearch for Tributesread
virtuous.tributes.updateUpdate a Tributewrite

Contact receipts2

virtuous.contact_receipts.getGet Receiptread
virtuous.contact_receipts.listReceiptsread

Contact references2

virtuous.contact_references.createCreate a Contact Referencewrite
virtuous.contact_references.deleteDelete a Contact Referencedestructive

Email lists2

virtuous.email_lists.add_individualsAdd Individuals to an Email Listwrite
virtuous.email_lists.searchSearch for an Email Listread

Emails2

virtuous.emails.searchGet Emailsread
virtuous.emails.sendSend an Email to a list of Contactswrite

Gift designations2

virtuous.gift_designations.queryQuery Gift Designationsread
virtuous.gift_designations.query_optionsGet Gift Designation Query Optionsread

Tags2

virtuous.tags.listGet all Tagsread
virtuous.tags.searchFind all Tags that match, fully or partiallyread

Permissions1

virtuous.permissions.listGet Permissions for the current userread

Recurring gift payments1

virtuous.recurring_gift_payments.listGet Payments for a Recurring Giftread

Search1

virtuous.search.searchSearch for Contacts, Individuals or Entitiesread

Questions

The Virtuous CRM MCP server, answered.

Is there a Virtuous CRM MCP server for Claude?

Yes. actionlake is an MCP gateway: a remote MCP server that gives Claude, or another MCP client, 290 Virtuous CRM actions across contacts, gifts, reminders and projects, through the same eight tools it uses for every other connector. actionlake is independent; it is not made or endorsed by Virtuous CRM.

What do I need to connect Virtuous CRM?

Virtuous API key: in Virtuous, Settings > Connectivity > API Keys > Create a Key (choose a permission group). The free call account { op: "connections.requirements", service: "virtuous" } lists exactly what to paste.

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

Only if its key allows it, and only with an explicit confirmation. 24 Virtuous CRM actions are destructive, including delete an Event, delete a Note and delete an Event Attendee. 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 Virtuous CRM API limit?

actionlake paces every call to the limits in the Virtuous CRM service file: 1,500 calls an hour per connection. Repeated reads are answered from cache (174 Virtuous CRM actions can be), which never reaches Virtuous CRM.

What does a Virtuous CRM action cost?

One upstream call, the only unit actionlake bills. A list that pages bills one call per page (290 Virtuous CRM actions page). Cache hits, searches, dry runs and calls Virtuous 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 Virtuous CRM API does it cover?

The Virtuous REST API (Postman reference collection, latest) at api.virtuoussoftware.com. It is built from Virtuous CRM's documentation as read on 23 October 2026. 290 actions in 45 areas, each one in the signed service file (version 1.0.0).

Can I combine Virtuous CRM with my other systems?

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

Does actionlake keep my Virtuous 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 Virtuous 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 Virtuous CRM today.

Connect Virtuous CRM free See pricing

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

Virtuous CRM MCP server for AI agents.

Connect Virtuous CRM in three steps.

Add actionlake to Claude.

Connect Virtuous CRM.

Make the first call. Check before a write.

What an AI agent can do in Virtuous CRM.

Contacts

Gifts

Reminders

Projects

Contact notes

Individuals

Events

Grants