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Connectors · MSP & PSA

Zomentum MCP server for AI agents.

actionlake is an MCP gateway: one remote MCP server that connects Claude and other MCP clients to Zomentum and the rest of your systems. It gives your agent 109 Zomentum actions (58 reads, 40 writes and 11 that wait for a confirmation) and holds the Zomentum credential itself, so the agent never does. It paces Zomentum's limits and records every call.

Connect Zomentum freeSee 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: "zomentum.client_users.list",  intent: "check which Zomentum account is connected"}# List contacts. · read · 1 upstream call
  • 109actionsin one signed file
  • 58readlook, never change
  • 40writecreate and update
  • 11wait for a yesdestructive, confirmed first

Set up

Connect Zomentum 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 Zomentum.

    Session login. actionlake opens the session and renews it when it expires. actionlake stores what you paste write-only, sealed under your tenant's key.

    • refresh_tokenRefresh Token of a Zomentum API User: in Grow go to Settings > Users, add a user with the API User role, grant its…
    account { op: "connections.requirements", service: "zomentum" }
# 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: "zomentum.client_users.list" }# list contacts. · read · 1 upstream callcheck { action: "zomentum.client_users.create", input: { … } }# free: inputs, permissions, cost and confirmations, nothing sent

Zomentum at a glance

Sign-in
Session login. actionlake opens the session and renews it when it expires.
You provide
refresh_token
Limits we pace to
5 calls a second, per connection
API covered
Zomentum Public API v2/v3 (OpenAPI 3.0.3, version 1.0.0)apiv2.zomentum.com
Built from
Zomentum's documentation, read 23 October 2026developers.zomentum.comdevelopers.zomentum.com
Service file
Version 1.0.0, signed (Ed25519)
Cached reads
47 of 58 reads, for up to 5 minutes; a write clears what it affects
Shared entities
9, so ask can line Zomentum up with your other systems
Data
Processed and stored in Sydney, Australia. No US region yet

Capabilities

What an AI agent can do in Zomentum.

109 actions in 23 areas. Every one carries its effect, so a key can allow the reads and hold the rest.

  • 58readlook, never change
  • 40writecreate and update
  • 11destructivewait for a confirmation

  1. Blocks

    11

    2 read · 9 write · 0 destructive

    Clone a block. · Clone several blocks into one rich-text block. · Create a block. · List blocks.

  2. Items

    9

    6 read · 2 write · 1 destructive

    List catalog items. · Create a catalog item. · Fetch a catalog item. · Update a catalog item.

  3. Meetings

    7

    4 read · 2 write · 1 destructive

    Create a sales activities. · List sales activities. · Fetch calendar availability for meeting scheduling. · Check whether a proposed meeting time conflicts.

  4. Opportunities

    7

    4 read · 2 write · 1 destructive

    List opportunities. · Create an opportunity. · Fetch an opportunity. · Update an opportunity.

  5. Client companies

    6

    3 read · 2 write · 1 destructive

    List client companies. · Create a client company. · Fetch a client company. · Update a client company.

  6. Client users

    6

    3 read · 2 write · 1 destructive

    List contacts. · Create a contact. · Fetch a contact. · Update a contact.

  7. Documents

    6

    4 read · 2 write · 0 destructive

    List documents. · Create a document. · Fetch a document. · Update a document.

  8. Email logs

    6

    3 read · 2 write · 1 destructive

    Create a sales activities. · List sales activities. · Fetch a sales activities. · Fetch the rendered body of an email log.

15 more areas · 51 actions
  • Suppliers 6
  • Call logs 5
  • Tags 5
  • Tasks 5
  • API users 4
  • Comments 4
  • Tax categories 4
  • Tax regions 4
  • Feeds 3
  • Merge tags 3
  • Activities 2
  • Pipelines 2
  • Users 2
  • Custom fields 1
  • Search 1

Top actions

The Zomentum API, shaped for agents.

The ids your agent types, what each does, and the one name it shares with other systems. 48 of Zomentum's 50 action names are shared with at least one other connector, so an agent learns them once.

ActionWhat it doesEffectSame name in
zomentum.client_users.listList contacts.List contacts.readcrm.contact.list177 connectors
zomentum.client_companies.listList client companies.List client companies.readcrm.company.list162 connectors
zomentum.opportunities.listList opportunities.List opportunities.readcrm.deal.list43 connectors
zomentum.users.listList users in the company.List users in the company.readidentity.user.list474 connectors
zomentum.items.listList catalog items.List catalog items.readcommerce.product.list112 connectors
zomentum.client_users.createCreate a contact.Create a contact.writecrm.contact.create161 connectors
zomentum.client_companies.createCreate a client company.Create a client company.writecrm.company.create142 connectors
zomentum.tags.listList tags.List tags.readcrm.tag.list65 connectors
zomentum.tasks.listList sales activities.List sales activities.readwork.task.list122 connectors
zomentum.opportunities.createCreate an opportunity.Create an opportunity.writecrm.deal.create43 connectors
zomentum.client_users.deleteDelete a contact.Delete a contact.destructivecrm.contact.delete147 connectors
zomentum.items.createCreate a catalog item.Create a catalog item.writecommerce.product.create92 connectors

Try it

Prompts to paste into Claude.

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

  1. Readread

    Which Zomentum deals are due to close this month, and what are they worth in total?

    callszomentum.opportunities.list

  2. Writewrite

    Create a contact in Zomentum. Show me exactly what you will send before you save it.

    callszomentum.client_users.create

  3. Across systemsread

    Which Zomentum companies have invoices in NetSuite, and how many each?

    callszomentum.client_companies.listnetsuite.views.invoices

Across your systems

Zomentum, joined to the rest of your business.

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

  • Which Zomentum companies have invoices in NetSuite, and how many each?

    zomentum.client_companies.list + netsuite.views.invoices, on crm.company · NetSuite

  • Which Zomentum companies have tickets in HubSpot CRM, and how many each?

    zomentum.client_companies.list + hubspot_crm.tickets.list, on crm.company · HubSpot CRM

Also mapped by other connectorsidentity.user 517crm.company 227crm.contact 192commerce.product 109work.task 105crm.tag 47crm.deal 43asset.supplier 38
ask
ask {  intent: "which Zomentum companies have invoices in NetSuite, and how many each",  steps: [    { action: "zomentum.client_companies.list", as: "co", input: {}, limit: 100, max_pages: 5 },    { action: "netsuite.views.invoices", as: "inv", input: {}, limit: 100, max_pages: 5 },    { join: {        left: "co",        right: "inv",        on: "crm.company",        group_by: "co.name",        select: ["co.name", "count(inv.id) as invoices"]    } }  ]}
Example. Run it through check first: it validates the steps and prices them, and it is free.

Governance for Zomentum

Destructive actions wait for a yes.

11 Zomentum actions are destructive. These are all of them:

  • Delete a contact.zomentum.client_users.delete
  • Delete a client company.zomentum.client_companies.delete
  • Delete an opportunity.zomentum.opportunities.delete
  • Delete a catalog item.zomentum.items.delete
  • Delete a tag.zomentum.tags.delete
  • Delete a sales activities.zomentum.tasks.delete
  • Delete a supplier.zomentum.suppliers.delete
  • Delete a comment.zomentum.comments.delete
  • Delete a sales activities.zomentum.meetings.delete
  • Delete a sales activities.zomentum.call_logs.delete
  • Delete a sales activities.zomentum.email_logs.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.

dozomentum.client_users.deleteconfirm_policy: human

Delete a contact.?

intent: the user asked me to delete a contact.

run suspended · waiting for a named person · key zomentum-agent cannot confirm itself
In the console, or from an emailed signed link.
a key for this connector
account {  op: "keys.create", name: "zomentum-agent",  allowed_actions: ["zomentum.*"], cap_calls: 2000,  confirm_policy: "human_for_writes",  approval_rules: [    { match: "zomentum.client_users.delete", approver: "[email protected]" },    { match: "zomentum.client_companies.delete", approver: "[email protected]" },    { match: "zomentum.opportunities.delete", approver: "[email protected]" }  ]}
Illustrative. Scoped to Zomentum only, capped at 2,000 upstream calls, every write confirmed, and the destructive ones approved by a named person.

Cost

What Zomentum costs on actionlake.

Every Zomentum action is one upstream call, the only thing actionlake bills. Searching, check, cost, account and any call Zomentum 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 109 Zomentum actions
  • 109actions pageeach page of a long list is one call
  • 47reads 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 Zomentum action.

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

Blocks11
  • zomentum.blocks.bulk_saveUpdate several blocks in one call.write
  • zomentum.blocks.cloneClone a block.write
  • zomentum.blocks.clone_to_single_blockClone several blocks into one rich-text block.write
  • zomentum.blocks.createCreate a block.write
  • zomentum.blocks.getFetch a block.read
  • zomentum.blocks.listList blocks.read
  • zomentum.blocks.log_editor_loadLoad block content for the legacy editor.write
  • zomentum.blocks.reorderReorder blocks within a document.write
  • zomentum.blocks.restore_default_scoreReset a block's assessment score to its default.write
  • zomentum.blocks.updateUpdate a block.write
  • zomentum.blocks.update_client_dataUpdate a block as the client recipient.write
Items9
  • zomentum.items.createCreate a catalog item.write
  • zomentum.items.deleteDelete a catalog item.destructive
  • zomentum.items.getFetch a catalog item.read
  • zomentum.items.listList catalog items.read
  • zomentum.items.queryFiltered/paged catalog query.read
  • zomentum.items.searchSearch the product catalog with a filter body.read
  • zomentum.items.search_catalogSearch the product catalog.read
  • zomentum.items.search_unified_productsSearch catalog and distributor products together.read
  • zomentum.items.updateUpdate a catalog item.write
Meetings7
  • zomentum.meetings.check_clashCheck whether a proposed meeting time conflicts.read
  • zomentum.meetings.createCreate a sales activities.write
  • zomentum.meetings.deleteDelete a sales activities.destructive
  • zomentum.meetings.getFetch a sales activities.read
  • zomentum.meetings.listList sales activities.read
  • zomentum.meetings.show_calendarFetch calendar availability for meeting scheduling.read
  • zomentum.meetings.updateUpdate a sales activities.write
Opportunities7
  • zomentum.opportunities.countOpportunity counts by stage.read
  • zomentum.opportunities.createCreate an opportunity.write
  • zomentum.opportunities.deleteDelete an opportunity.destructive
  • zomentum.opportunities.getFetch an opportunity.read
  • zomentum.opportunities.listList opportunities.read
  • zomentum.opportunities.queryFiltered/paged opportunity query.read
  • zomentum.opportunities.updateUpdate an opportunity.write
Client companies6
  • zomentum.client_companies.createCreate a client company.write
  • zomentum.client_companies.deleteDelete a client company.destructive
  • zomentum.client_companies.getFetch a client company.read
  • zomentum.client_companies.listList client companies.read
  • zomentum.client_companies.queryFiltered/paged client company query.read
  • zomentum.client_companies.updateUpdate a client company.write
Client users6
  • zomentum.client_users.createCreate a contact.write
  • zomentum.client_users.deleteDelete a contact.destructive
  • zomentum.client_users.getFetch a contact.read
  • zomentum.client_users.listList contacts.read
  • zomentum.client_users.queryFiltered/paged contact query.read
  • zomentum.client_users.updateUpdate a contact.write
Documents6
  • zomentum.documents.createCreate a document.write
  • zomentum.documents.getFetch a document.read
  • zomentum.documents.get_download_urlSigned URL for the document PDF.read
  • zomentum.documents.listList documents.read
  • zomentum.documents.queryFiltered/paged document query.read
  • zomentum.documents.updateUpdate a document.write
Email logs6
  • zomentum.email_logs.createCreate a sales activities.write
  • zomentum.email_logs.deleteDelete a sales activities.destructive
  • zomentum.email_logs.getFetch a sales activities.read
  • zomentum.email_logs.get_bodyFetch the rendered body of an email log.read
  • zomentum.email_logs.listList sales activities.read
  • zomentum.email_logs.updateUpdate a sales activities.write
Suppliers6
  • zomentum.suppliers.createCreate a supplier.write
  • zomentum.suppliers.deleteDelete a supplier.destructive
  • zomentum.suppliers.getFetch a supplier.read
  • zomentum.suppliers.listList suppliers.read
  • zomentum.suppliers.queryFiltered/paged supplier query.read
  • zomentum.suppliers.updateUpdate a supplier.write
Call logs5
  • zomentum.call_logs.createCreate a sales activities.write
  • zomentum.call_logs.deleteDelete a sales activities.destructive
  • zomentum.call_logs.getFetch a sales activities.read
  • zomentum.call_logs.listList sales activities.read
  • zomentum.call_logs.updateUpdate a sales activities.write
Tags5
  • zomentum.tags.createCreate a tag.write
  • zomentum.tags.deleteDelete a tag.destructive
  • zomentum.tags.getFetch a tag.read
  • zomentum.tags.listList tags.read
  • zomentum.tags.updateUpdate a tag.write
Tasks5
  • zomentum.tasks.createCreate a sales activities.write
  • zomentum.tasks.deleteDelete a sales activities.destructive
  • zomentum.tasks.getFetch a sales activities.read
  • zomentum.tasks.listList sales activities.read
  • zomentum.tasks.updateUpdate a sales activities.write
API users4
  • zomentum.api_users.createCreate an API user.write
  • zomentum.api_users.get_permissionsList the permissions granted to an API user.read
  • zomentum.api_users.get_tokensRead (or regenerate) an API user's access and refresh tokens.read
  • zomentum.api_users.update_permissionsReplace the permissions granted to an API user.write
Comments4
  • zomentum.comments.createCreate a comment.write
  • zomentum.comments.deleteDelete a comment.destructive
  • zomentum.comments.listList comments.read
  • zomentum.comments.updateUpdate a comment.write
Tax categories4
  • zomentum.tax_categories.createCreate a tax category.write
  • zomentum.tax_categories.getFetch a tax category.read
  • zomentum.tax_categories.listList tax categorys.read
  • zomentum.tax_categories.updateUpdate a tax category.write
Tax regions4
  • zomentum.tax_regions.createCreate a tax region.write
  • zomentum.tax_regions.getFetch a tax region.read
  • zomentum.tax_regions.listList tax regions.read
  • zomentum.tax_regions.updateUpdate a tax region.write
Feeds3
  • zomentum.feeds.getFetch a single feed item.read
  • zomentum.feeds.listList feed items for an entity.read
  • zomentum.feeds.queryList feed items using a filter body.read
Merge tags3
  • zomentum.merge_tags.listList merge tags.read
  • zomentum.merge_tags.list_formula_fieldsList merge tags usable inside formula fields.read
  • zomentum.merge_tags.set_valuesCreate a merge tag.write
Activities2
  • zomentum.activities.listList all sales activities.read
  • zomentum.activities.list_recentList recently touched sales activities.read
Pipelines2
  • zomentum.pipelines.getFetch a pipeline.read
  • zomentum.pipelines.listList pipelines and their stages.read
Users2
  • zomentum.users.getFetch a user.read
  • zomentum.users.listList users in the company.read
Custom fields1
  • zomentum.custom_fields.listList custom field definitions.read
Search1
  • zomentum.search.globalSearch across opportunities, clients, documents, items and users.read

Questions

The Zomentum MCP server, answered.

Is there a Zomentum MCP server for Claude?

Yes. actionlake is an MCP gateway: a remote MCP server that gives Claude, or another MCP client, 109 Zomentum actions across blocks, items, meetings and opportunities, through the same eight tools it uses for every other connector. actionlake is independent; it is not made or endorsed by Zomentum.

What do I need to connect Zomentum?

Refresh Token of a Zomentum API User: in Grow go to Settings > Users, add a user with the API User role, grant its…. The free call account { op: "connections.requirements", service: "zomentum" } lists exactly what to paste.

Can an AI agent delete or change things in Zomentum?

Only if its key allows it, and only with an explicit confirmation. 11 Zomentum actions are destructive, including delete a contact., delete a client company. and delete an opportunity.. 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 Zomentum API limit?

actionlake paces every call to the limits in the Zomentum service file: 5 calls a second per connection. Repeated reads are answered from cache (47 Zomentum actions can be), which never reaches Zomentum.

What does a Zomentum action cost?

One upstream call, the only unit actionlake bills. A list that pages bills one call per page (109 Zomentum actions page). Cache hits, searches, dry runs and calls Zomentum 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 Zomentum API does it cover?

The Zomentum Public API v2/v3 (OpenAPI 3.0.3, version 1.0.0) at apiv2.zomentum.com. It is built from Zomentum's documentation as read on 23 October 2026. 109 actions in 23 areas, each one in the signed service file (version 1.0.0).

Can I combine Zomentum with my other systems?

Yes. ask joins Zomentum to NetSuite or HubSpot CRM on the same customer and returns the answer rather than every row. Zomentum maps crm.company, which 227 other connectors also map.

Does actionlake keep my Zomentum 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 Zomentum 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 Zomentum

Shares the most action names with

Joins with, on shared entities

Browse

actionlake is independent. It is not made or endorsed by Zomentum; the name is the vendor's own. Counts are from the Zomentum service file, version 1.0.0.

Give your agent Zomentum today.

Connect Zomentum freeSee pricing

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