Neon CRM MCP server

What the model can do

Neon CRM for nonprofits: accounts (individuals and companies) with membership status and source, an account's donations, memberships, pledges and event registrations, donation details with campaign, fund and purpose, report-style searches of accounts, donations, activities and events, events with dates and capacity, and campaigns, funds, statuses and other lookups; when you ask, can update accounts, link or unlink contacts and companies, create, update or delete activities, create campaigns, delete donations, and refund or cancel payments.

Reads

• neoncrm_list_accountsAccounts in Neon CRM by first name, last name, email or type (individual or company): account id, name and company.
• neoncrm_get_accountOne Neon CRM account: individual or company, name, primary contact and its contact id (needed to link it to a company), title and department…
• neoncrm_account_historyOne Neon CRM account's giving and involvement, by kind: donations (date, amount, campaign, fund, purpose, status), memberships (level, term…
• neoncrm_get_donationOne Neon CRM donation: account, date, amount, status, campaign, fund, purpose, source, anonymity and when it was created and changed.
• neoncrm_search_fieldsThe field names this Neon CRM organisation allows in a search of accounts, donations…
• neoncrm_searchA report-style search of Neon CRM accounts, donations, activities or events: criteria (field, operator, value), the columns to return, and sorting…
• neoncrm_list_eventsEvents in Neon CRM (legacy events; Neon's Next Gen events are not in the API): id, name, code, capacity, start and end date and time…
• neoncrm_lookupReference lists from Neon CRM with their ids: campaigns, funds, purposes, sources, activity statuses and types, time zones, event categories…

Acts, when you ask

These change something in Neon CRM. The model is told to use them only when you ask for exactly that, and each one is granted by name: per team on a shared connection, by the owner on a personal one.

• neoncrm_update_accountChanges fields on a Neon CRM account; only those given change, and earlier values are not kept.
• neoncrm_link_contact_to_companyLinks an individual's contact (contact id from neoncrm_get_account) to a company account in Neon CRM…
• neoncrm_unlink_contact_from_companyRemoves an individual's contact from a company account in Neon CRM; both accounts remain.
• neoncrm_create_activityCreates an activity (a task, call, meeting or similar) in Neon CRM on the accounts given, optionally assigned to staff…
• neoncrm_update_activityChanges fields on a Neon CRM activity (subject, status, priority, dates with their time zone, type, note); only those given change.
• neoncrm_delete_activityPermanently deletes an activity from Neon CRM.
• neoncrm_create_campaignCreates a fundraising campaign in Neon CRM with a name and optionally a code, goal amount, status, fund and purpose (ids from neoncrm_lookup).
• neoncrm_delete_donationPermanently deletes a donation record from Neon CRM, removing it from the donor's giving history and every report.
• neoncrm_refund_paymentRefunds a Neon Pay payment (money goes back to the payer's card or bank account and cannot be taken again by this tool) or cancels an offline payment…

Connect it

First connect Neon CRM on Dashboard → Connections, then add Memtro to your client once. The Neon CRM tools appear alongside the tools of everything else you have connected; nothing is configured per connector.

claude plugin marketplace add memtro-org/claude-memtro
claude plugin install memtro@memtro --config api_key=sk-memtro-...

{
  "mcpServers": {
    "memtro": {
      "url": "https://platform.memtro.com/api/mcp",
      "headers": {
        "Authorization": "Bearer sk-memtro-..."
      }
    }
  }
}

{
  "mcp": {
    "memtro": {
      "type": "remote",
      "url": "https://platform.memtro.com/api/mcp",
      "headers": {
        "Authorization": "Bearer sk-memtro-..."
      }
    }
  }
}

Who may use it

The key identifies the person, and the server offers that person the tools they may use everywhere else in Memtro. A shared Neon CRM connection is used by the teams an administrator granted it to, tool by tool, on the Permissions page; a personal connection is used by its owner alone, and its tools that act stay off until the owner allows them. See Teams and permissions and Connectors.

Ask it like this

• › How much has Northwind Trust given us this year?
• › Which donations over 500 came in since January?
• › Which memberships end next month?
• › Who has registered for the spring gala?
• › Log a call with Maya Okafor about her pledge.

Questions

Is this an official Neon CRM MCP server?

No. It is Memtro's MCP server with Memtro's Neon CRM connector behind it: the connector reads Neon CRM through its API with the credentials you connect on Dashboard → Connections, and Neon CRM publishes nothing here. The same endpoint carries every other system you connect and Memtro's memory tools.

What does it cost?

Nothing on top of Memtro. One price per organisation by its number of users, from $50 a month for up to 10 users after a 7-day free trial, with every connector, the MCP server, jobs and memory included. You bring your own model keys.

Can it change anything in Neon CRM?

Only when you ask, and only what it has been granted: update an account's name, title, department, email or no-solicitation flag; link an individual's contact to a company account; unlink an individual's contact from a company account; create an activity (task, call or meeting) on accounts; update an activity; delete an activity; create a fundraising campaign; delete a donation permanently; refund a Neon Pay payment or cancel an offline payment. Every other tool reads, searches or lists. An administrator grants each acting tool by name per team, and a personal connection acts only after its owner allows it.

Which clients work?

Any MCP client that speaks Streamable HTTP: Claude Code, Cursor, Claude Desktop, OpenCode, Codex, Zed, Windsurf, Cline and the Anthropic and OpenAI SDKs. There is no local process to run; the server is remote and authenticated with your key.

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