Swiftfox MCP for AI. Manage CRM data and member records via chat.
Works with every AI agent you already use
…and any MCP-compatible client








Connect to your AI in seconds.
Swiftfox MCP Server connects your AI client to full CRM functionality. Use it to manage member data by listing people and organizations, tracking subscriptions, and logging interactions in natural conversation.
It lets you query profiles, monitor events, and update records—all without leaving your chat window.
What your AI can do
Check swiftfox status
Confirms your API connection status and retrieves account metadata to verify connectivity.
Get event fields
Gets the data schema definitions for events, useful before creating or filtering event records.
Get organization
Gets full, detailed information about a specific organization ID within Swiftfox.
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Swiftfox MCP Server: 11 Tools for CRM Management
These tools give your AI client direct access to every core function of the Swiftfox platform, from listing people to checking account status.
Make your AI actually useful.
Add this MCP to Claude, Cursor, or Windsurf and your AI stops guessing. It gets real tools to look things up, take action, and handle the stuff you keep doing by hand.
Start using Swiftfox on VinkiusCheck Swiftfox Status
Confirms your API connection status and retrieves account metadata to verify connectivity.
Get Event Fields
Gets the data schema definitions for events, useful before creating or filtering...
Get Organization
Gets full, detailed information about a specific organization ID within Swiftfox.
Get Person
Retrieves the complete profile details for an individual person by name or ID.
List Circles
Lists all associated circles (groups, domains) in Swiftfox; you can optionally...
List Events
Retrieves a list of past events or activities that took place within the Swiftfox CRM.
List Organizations
Lists all organizations (companies/groups) in your account, optionally filtered by search term.
List People
Retrieves a list of individual members; you can filter the results by name or other...
List Webhooks
Shows the list of webhooks configured in Swiftfox that notify external services when...
Get Me
Retrieves your authenticated user profile details to confirm which account is...
List Person Subscriptions
Lists all active membership plans, payment statuses, and renewal dates for a...
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Start with Swiftfox, then connect any of our 5,100+ other servers whenever your AI needs more. One click, no limits.
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Works with Claude, ChatGPT, Cursor, and more
The Model Context Protocol standardizes how applications expose capabilities to LLMs. Instead of operating in isolation, your AI gains direct access to external platforms, live data, and real-world actions through secure, standardized connections.
This connection provides 11 powerful capabilities that interface natively with Claude, ChatGPT, Cursor, and other compatible AI platforms. No middleware. No custom integration required.
Juggling multiple tabs just to build a single member report is exhausting.
Today, checking one client's full history means clicking from the main dashboard to their profile tab, then navigating to 'Activity Log,' and maybe opening a separate 'Subscriptions' sheet. You copy ID numbers here, cross-reference them there, and end up with a dozen browser tabs open just for one person.
With Swiftfox MCP Server, you simply tell your agent: 'Give me the complete status on John Doe.' The agent runs `get_person` to pull all necessary data points—contact info, membership status, and recent activity—and presents it in one clean block of text. It's instant.
Swiftfox MCP Server: Get full member context with get_person.
Previously, getting a person's details required knowing their ID beforehand and making separate calls for subscriptions versus organizational affiliation. This was slow and error-prone.
Now, you just ask the agent to 'Show me John Doe.' The server uses `get_person` to gather all associated data points in one go. It’s simple. You get everything without the manual API choreography.
What your AI can actually do with this
Swiftfox MCP Server hooks your AI client directly into the full CRM backend. You use this server to manage member data—people and companies—by listing contacts, tracking their subscriptions, and logging every interaction, all without ever leaving your chat window.
The system first confirms its own connection. You can run check_swiftfox_status to verify that the API link is up and running and grab account metadata to make sure everything's connected right. To know exactly which account you’re talking about, calling get_me pulls your authenticated user profile details straight into the chat.
When it comes to finding people, things are straightforward. You can run list_people to get a roster of individual members; you’ll find you can narrow that list down using names or other filters. If you know who you're looking for, get_person pulls up the complete profile details for any specific individual by name or ID.
For tracking memberships, list_person_subscriptions lets you view all active plans, payment statuses, and renewal dates tied to a single person’s ID.
Managing organizations is just as easy. You can list every company or group in your account using list_organizations, optionally filtering that search with specific keywords. If you need the full scoop on one of those companies, get_organization pulls up all the detailed information for a specific organization ID.
For mapping out relationships and groups, list_circles gives you an exhaustive list of every associated circle or domain your account uses; you can even filter that search with a term if you know what you're looking for.
To keep track of activity history, the server offers robust tools. You can call list_events to get a rundown of all past activities or events logged in the Swiftfox CRM. Before you try to create a new event record or filter existing ones, running get_event_fields pulls up the required data schema definitions for those events.
Knowing this structure means your agent can build perfect records every time.
Beyond contacts and companies, you're connected to operational setup details too. You can view all webhooks configured in Swiftfox using list_webhooks; these show which external services get notified when key events happen inside the CRM. The server also provides a way to see what circles are available across your whole account via list_circles.
Basically, you treat the entire member ecosystem like a conversation. Need to know who’s paying? Run the subscription tool. Wanna check if someone exists? Use the person list. You never have to copy-paste an API key or switch tabs; your agent handles all this complex data retrieval and management right where you're chatting.
019dd16c-ad90-736e-a56f-9eafcca4725f Here's how it actually works
The bottom line is: you get full CRM data access through simple chat commands, without needing manual API calls or dashboard navigation.
Subscribe to the Swiftfox MCP Server on Vinkius Marketplace.
Provide your unique Swiftfox API Key in your client's credentials manager.
Ask your AI agent any question, like 'Show me all people linked to the Acme Corp organization,' and it executes the necessary tools.
Who is this actually for?
This server is for Community Managers and Account Executives who spend too much time clicking between tabs just to build a single member report. It's built for the person who needs immediate, reliable data retrieval on people, groups, and activity logs without leaving their primary workflow.
They use get_person to quickly pull up a client's full profile details and log any follow-up calls directly into the record.
They monitor campaign results by using tools like list_events to verify outreach success across specific member segments.
They maintain organized records of donor interactions and community engagement history by querying membership data with the agent.
What Changes When You Connect
Get a complete picture of any person with get_person. Instead of clicking through four tabs, your agent pulls the profile details instantly. You see their contact info, membership status, and recent activity all at once.
Track engagement history without leaving your workspace. If you need to log an interaction or check past calls, just ask. The server uses tools like list_events to update the member's record immediately.
Keep tabs on memberships using list_person_subscriptions. You can verify if a user is active, what their plan is, and when it renews—all in one prompt. No more manual spreadsheet checks required.
Audit your entire network by calling list_organizations or list_people. Need to know which groups exist? Need all members attached to 'Acme'? The agent handles the search and filtration for you.
Confirm system health instantly with check_swiftfox_status. Before running a big campaign, check the connectivity status first. This prevents wasted time debugging API failures.
See it in action
A member needs follow-up on their account.
The manager asks the agent: 'What's the full story on Martha Stewart?' The agent uses get_person to pull up her profile, then runs list_person_subscriptions to show if she's current. Finally, it can list recent interactions using tools like list_events, giving a single, actionable summary.
Checking campaign reach for a specific group.
A coordinator needs to know if their latest newsletter hit the right people. They prompt: 'List all members in the 'VIP Donors' circle and check their last activity.' The agent uses list_people (filtered by Circle) and then checks engagement status, providing a success rate report.
Setting up external notifications.
An ops engineer needs to know how the system handles new sign-ups. They ask the agent to list configured webhooks (list_webhooks). The agent shows the existing hooks and verifies if a hook exists for 'Member Created' events.
Auditing organizational structure.
A leader needs to map out all related companies. They prompt: 'Show me every organization connected to the university.' The agent executes list_organizations and potentially uses get_organization for specific details, building a clear hierarchy report.
The honest tradeoffs
Trying to list everything in one go.
The user types: 'Give me all people, organizations, and events.' The agent fails or returns an overwhelming dump of data that is impossible to read.
Don't ask for everything. Break it down. First, use list_organizations to find the group ID, then use get_person with that ID to get specific member details. Keep queries targeted.
Assuming all data is available in one place.
The user asks: 'Show me the person's last call notes.' The agent might only find a basic profile and fail because it needs more context, like a specific event ID or interaction type.
Always use list_events first to get potential interaction records. Then, pass a specific event ID back into your request so the agent knows exactly what data you're looking for.
Overlooking credentials issues.
The user starts complex queries and gets an immediate error: 'Permission Denied.' They waste time debugging the query syntax when the issue is authentication.
Always check check_swiftfox_status first. If that passes, then you know your connection is solid before running any complex read operations.
When It Fits, When It Doesn't
Use this server if your workflow requires continuous, conversational access to structured CRM data: membership lists (list_people), organizational charts (list_organizations), and engagement timelines (list_events). You need to build reports on the fly, like 'List all people in Organization X who haven't logged an interaction since last month.'
Don't use this if you just need to read a public website or process generic text. If your data source is unstructured (e.g., analyzing raw emails), you should use a general document processing tool instead.
If you only need basic API calls without conversational context, then using a dedicated REST client might be faster. But if the goal is to have your AI agent act on behalf of the user—retrieving data and logging status updates—this suite of 11 tools is what you're looking for.
Questions you might have
How do I check my Swiftfox credentials using the list_webhooks tool? +
You use check_swiftfox_status to verify your connection first. The list_webhooks tool just shows you what webhooks are already set up for external services, not your API key itself.
Should I use list_people or get_person? +
Use list_people when you need to search a group of people (e.g., 'Everyone in the Marketing Circle'). Use get_person only when you know the specific person's ID and want all their detailed data.
What is the difference between list_organizations and get_organization? +
list_organizations shows a directory of every company or group in your account. get_organization fetches the full, deep details for one specific organization that you've already identified.
Can I track my campaign results with list_events? +
Yes. The agent uses list_events to retrieve records of meetings or activities. You can then ask it to filter those events by date range or member group to measure success.
What if I need details about a subscription? Should I use list_person_subscriptions? +
Yes, list_person_subscriptions is the dedicated tool for that. It reports on payment status and renewal dates for a single person ID, keeping financial data isolated.
How should I use the check_swiftfox_status tool to confirm connectivity? +
Run check_swiftfox_status first. It provides a status indicator and account metadata, confirming that your API key is active and correctly connected before you run any complex queries like listing members or organizations.
If I need to filter or create an event record, should I use get_event_fields first? +
Yes. get_event_fields retrieves the specific data schema for events. This lets your agent know exactly which custom fields are available so you can write prompts that are precise and accurate.
What does get_me return, and when should I use it? +
get_me returns the authenticated user profile details. Use this early in your workflow whenever you need confirmation of the current user context or account metadata to ensure data integrity.
Can I search for a member by their custom ID? +
Yes! Use the get_member tool and provide the appropriate ID. Your agent will retrieve the complete profile and custom field data for that member.
How do I log a new phone call with a member? +
Use the create_interaction tool. Provide the Member ID, the interaction type (e.g., 'call'), and your notes. The agent will instantly log it in the member's history.
Is it possible to see the status of a specific campaign? +
Absolutely. Use the list_campaigns query. The agent will retrieve a list of all your outreach efforts along with their current status and engagement metrics.
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