--- title: "Zomentum MCP server for AI agents - actionlake" description: "Give Claude 109 Zomentum actions through one MCP server: blocks, items, meetings. Your agent never holds the credential. 100,000 calls a month free." canonical: https://actionlake.com/connectors/zomentum updated: 2026-10-23 --- 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 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: "zomentum.client_users.list", intent: "check which Zomentum account is connected" } # List contacts. · read · 1 upstream call ``` - 109 actions in one signed file - 58 read look, never change - 40 write create and update - 11 wait for a yes destructive, 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_token` Refresh 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 call check { 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 2026[developers.zomentum.com](https://developers.zomentum.com/openapi-public.yaml) [developers.zomentum.com](https://developers.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. - **58** read look, never change - **40** write create and update - **11** destructive wait 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. | Action | What it does | Effect | Same name in | | --- | --- | --- | --- | | `zomentum.client_users.list` List contacts. | List contacts. | read | `crm.contact.list` 177 connectors | | `zomentum.client_companies.list` List client companies. | List client companies. | read | `crm.company.list` 162 connectors | | `zomentum.opportunities.list` List opportunities. | List opportunities. | read | `crm.deal.list` 43 connectors | | `zomentum.users.list` List users in the company. | List users in the company. | read | `identity.user.list` 474 connectors | | `zomentum.items.list` List catalog items. | List catalog items. | read | `commerce.product.list` 112 connectors | | `zomentum.client_users.create` Create a contact. | Create a contact. | write | `crm.contact.create` 161 connectors | | `zomentum.client_companies.create` Create a client company. | Create a client company. | write | `crm.company.create` 142 connectors | | `zomentum.tags.list` List tags. | List tags. | read | `crm.tag.list` 65 connectors | | `zomentum.tasks.list` List sales activities. | List sales activities. | read | `work.task.list` 122 connectors | | `zomentum.opportunities.create` Create an opportunity. | Create an opportunity. | write | `crm.deal.create` 43 connectors | | `zomentum.client_users.delete` Delete a contact. | Delete a contact. | destructive | `crm.contact.delete` 147 connectors | | `zomentum.items.create` Create a catalog item. | Create a catalog item. | write | `commerce.product.create` 92 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. Read read Which Zomentum deals are due to close this month, and what are they worth in total? calls `zomentum.opportunities.list` 2. Write write Create a contact in Zomentum. Show me exactly what you will send before you save it. calls `zomentum.client_users.create` 3. Across systems read Which Zomentum companies have invoices in NetSuite, and how many each? calls `zomentum.client_companies.list` `netsuite.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](https://actionlake.com/connectors/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](https://actionlake.com/connectors/hubspot-crm) Also mapped by other connectors `identity.user` **517** `crm.company` **227** `crm.contact` **192** `commerce.product` **109** `work.task` **105** `crm.tag` **47** `crm.deal` **43** `asset.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. do zomentum.client_users.delete confirm_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: "lead@example.com" }, { match: "zomentum.client_companies.delete", approver: "lead@example.com" }, { match: "zomentum.opportunities.delete", approver: "lead@example.com" } ] } ``` 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. - 1 upstream call per action all 109 Zomentum actions - 109 actions page each page of a long list is one call - 47 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 Zomentum action. 109 actions by area: the id your agent calls, what it does, and its effect. **Blocks 11** - `zomentum.blocks.bulk_save` Update several blocks in one call. write - `zomentum.blocks.clone` Clone a block. write - `zomentum.blocks.clone_to_single_block` Clone several blocks into one rich-text block. write - `zomentum.blocks.create` Create a block. write - `zomentum.blocks.get` Fetch a block. read - `zomentum.blocks.list` List blocks. read - `zomentum.blocks.log_editor_load` Load block content for the legacy editor. write - `zomentum.blocks.reorder` Reorder blocks within a document. write - `zomentum.blocks.restore_default_score` Reset a block's assessment score to its default. write - `zomentum.blocks.update` Update a block. write - `zomentum.blocks.update_client_data` Update a block as the client recipient. write **Items 9** - `zomentum.items.create` Create a catalog item. write - `zomentum.items.delete` Delete a catalog item. destructive - `zomentum.items.get` Fetch a catalog item. read - `zomentum.items.list` List catalog items. read - `zomentum.items.query` Filtered/paged catalog query. read - `zomentum.items.search` Search the product catalog with a filter body. read - `zomentum.items.search_catalog` Search the product catalog. read - `zomentum.items.search_unified_products` Search catalog and distributor products together. read - `zomentum.items.update` Update a catalog item. write **Meetings 7** - `zomentum.meetings.check_clash` Check whether a proposed meeting time conflicts. read - `zomentum.meetings.create` Create a sales activities. write - `zomentum.meetings.delete` Delete a sales activities. destructive - `zomentum.meetings.get` Fetch a sales activities. read - `zomentum.meetings.list` List sales activities. read - `zomentum.meetings.show_calendar` Fetch calendar availability for meeting scheduling. read - `zomentum.meetings.update` Update a sales activities. write **Opportunities 7** - `zomentum.opportunities.count` Opportunity counts by stage. read - `zomentum.opportunities.create` Create an opportunity. write - `zomentum.opportunities.delete` Delete an opportunity. destructive - `zomentum.opportunities.get` Fetch an opportunity. read - `zomentum.opportunities.list` List opportunities. read - `zomentum.opportunities.query` Filtered/paged opportunity query. read - `zomentum.opportunities.update` Update an opportunity. write **Client companies 6** - `zomentum.client_companies.create` Create a client company. write - `zomentum.client_companies.delete` Delete a client company. destructive - `zomentum.client_companies.get` Fetch a client company. read - `zomentum.client_companies.list` List client companies. read - `zomentum.client_companies.query` Filtered/paged client company query. read - `zomentum.client_companies.update` Update a client company. write **Client users 6** - `zomentum.client_users.create` Create a contact. write - `zomentum.client_users.delete` Delete a contact. destructive - `zomentum.client_users.get` Fetch a contact. read - `zomentum.client_users.list` List contacts. read - `zomentum.client_users.query` Filtered/paged contact query. read - `zomentum.client_users.update` Update a contact. write **Documents 6** - `zomentum.documents.create` Create a document. write - `zomentum.documents.get` Fetch a document. read - `zomentum.documents.get_download_url` Signed URL for the document PDF. read - `zomentum.documents.list` List documents. read - `zomentum.documents.query` Filtered/paged document query. read - `zomentum.documents.update` Update a document. write **Email logs 6** - `zomentum.email_logs.create` Create a sales activities. write - `zomentum.email_logs.delete` Delete a sales activities. destructive - `zomentum.email_logs.get` Fetch a sales activities. read - `zomentum.email_logs.get_body` Fetch the rendered body of an email log. read - `zomentum.email_logs.list` List sales activities. read - `zomentum.email_logs.update` Update a sales activities. write **Suppliers 6** - `zomentum.suppliers.create` Create a supplier. write - `zomentum.suppliers.delete` Delete a supplier. destructive - `zomentum.suppliers.get` Fetch a supplier. read - `zomentum.suppliers.list` List suppliers. read - `zomentum.suppliers.query` Filtered/paged supplier query. read - `zomentum.suppliers.update` Update a supplier. write **Call logs 5** - `zomentum.call_logs.create` Create a sales activities. write - `zomentum.call_logs.delete` Delete a sales activities. destructive - `zomentum.call_logs.get` Fetch a sales activities. read - `zomentum.call_logs.list` List sales activities. read - `zomentum.call_logs.update` Update a sales activities. write **Tags 5** - `zomentum.tags.create` Create a tag. write - `zomentum.tags.delete` Delete a tag. destructive - `zomentum.tags.get` Fetch a tag. read - `zomentum.tags.list` List tags. read - `zomentum.tags.update` Update a tag. write **Tasks 5** - `zomentum.tasks.create` Create a sales activities. write - `zomentum.tasks.delete` Delete a sales activities. destructive - `zomentum.tasks.get` Fetch a sales activities. read - `zomentum.tasks.list` List sales activities. read - `zomentum.tasks.update` Update a sales activities. write **API users 4** - `zomentum.api_users.create` Create an API user. write - `zomentum.api_users.get_permissions` List the permissions granted to an API user. read - `zomentum.api_users.get_tokens` Read (or regenerate) an API user's access and refresh tokens. read - `zomentum.api_users.update_permissions` Replace the permissions granted to an API user. write **Comments 4** - `zomentum.comments.create` Create a comment. write - `zomentum.comments.delete` Delete a comment. destructive - `zomentum.comments.list` List comments. read - `zomentum.comments.update` Update a comment. write **Tax categories 4** - `zomentum.tax_categories.create` Create a tax category. write - `zomentum.tax_categories.get` Fetch a tax category. read - `zomentum.tax_categories.list` List tax categorys. read - `zomentum.tax_categories.update` Update a tax category. write **Tax regions 4** - `zomentum.tax_regions.create` Create a tax region. write - `zomentum.tax_regions.get` Fetch a tax region. read - `zomentum.tax_regions.list` List tax regions. read - `zomentum.tax_regions.update` Update a tax region. write **Feeds 3** - `zomentum.feeds.get` Fetch a single feed item. read - `zomentum.feeds.list` List feed items for an entity. read - `zomentum.feeds.query` List feed items using a filter body. read **Merge tags 3** - `zomentum.merge_tags.list` List merge tags. read - `zomentum.merge_tags.list_formula_fields` List merge tags usable inside formula fields. read - `zomentum.merge_tags.set_values` Create a merge tag. write **Activities 2** - `zomentum.activities.list` List all sales activities. read - `zomentum.activities.list_recent` List recently touched sales activities. read **Pipelines 2** - `zomentum.pipelines.get` Fetch a pipeline. read - `zomentum.pipelines.list` List pipelines and their stages. read **Users 2** - `zomentum.users.get` Fetch a user. read - `zomentum.users.list` List users in the company. read **Custom fields 1** - `zomentum.custom_fields.list` List custom field definitions. read **Search 1** - `zomentum.search.global` Search 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 - [Accelo 25](https://actionlake.com/connectors/accelo) - [Salesbuildr 19](https://actionlake.com/connectors/salesbuildr) - [Autotask 16](https://actionlake.com/connectors/autotask) - [Quoter 14](https://actionlake.com/connectors/quoter) - [ArrowSphere 13](https://actionlake.com/connectors/arrowsphere) - [Domotz 12](https://actionlake.com/connectors/domotz) Joins with, on shared entities - [ERPNext (Frappe) 7](https://actionlake.com/connectors/erpnext-frappe) - [Nutshell CRM 7](https://actionlake.com/connectors/nutshell-crm) - [Acumatica Cloud ERP 6](https://actionlake.com/connectors/acumatica-cloud-erp) - [Odoo 6](https://actionlake.com/connectors/odoo) - [Microsoft Dynamics 365 6](https://actionlake.com/connectors/microsoft-dynamics-365) - [HighLevel (LeadConnector) 6](https://actionlake.com/connectors/highlevel-leadconnector) Browse - [All MSP & PSA connectors](https://actionlake.com/connectors/category/msp-and-psa) - [All connectors](https://actionlake.com/connectors) - [How actionlake compares](https://actionlake.com/compare) 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 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/zomentum More: https://actionlake.com/llms.txt