neon_create_account

Create a constituent account: an INDIVIDUAL (a person) or a COMPANY (with company_name, plus an optional primary contact). Neon's Account Match may merge it into an existing account with the same name and email, so check neon_list_accounts by email first. Returns the new id. Neon: POST /accounts.

destructive

Argument	Type	Description
city	string	City.
type*	string	Individual person or company account.
email	string	Primary email (primaryContact.email1).
phone	string	Phone number (stored on the primary address as phone1).
email2	string	Secondary email (primaryContact.email2).
zip_code	string	ZIP / postal code.
job_title	string	Job title (primaryContact.title).
last_name	string	Last name.
source_id	string	Source id (see neon_list_properties name=sources).
country_id	string	Country id (see neon_list_properties name=countries).
first_name	string	First name (primaryContact.firstName).
phone_type	string	Phone type.
middle_name	string	Middle name.
company_name	string	Company name — required when type is COMPANY.
address_line1	string	Primary address, line 1.
address_line2	string	Primary address, line 2.
preferred_name	string	Preferred name.
no_solicitation	boolean	Mark the account as do-not-solicit.
state_province_code	string	State/province code, e.g. CA.

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "type"
  ],
  "properties": {
    "city": {
      "type": "string",
      "description": "City."
    },
    "type": {
      "enum": [
        "INDIVIDUAL",
        "COMPANY"
      ],
      "type": "string",
      "description": "Individual person or company account."
    },
    "email": {
      "type": "string",
      "description": "Primary email (primaryContact.email1)."
    },
    "phone": {
      "type": "string",
      "description": "Phone number (stored on the primary address as phone1)."
    },
    "email2": {
      "type": "string",
      "description": "Secondary email (primaryContact.email2)."
    },
    "zip_code": {
      "type": "string",
      "description": "ZIP / postal code."
    },
    "job_title": {
      "type": "string",
      "description": "Job title (primaryContact.title)."
    },
    "last_name": {
      "type": "string",
      "description": "Last name."
    },
    "source_id": {
      "type": "string",
      "description": "Source id (see neon_list_properties name=sources)."
    },
    "country_id": {
      "type": "string",
      "description": "Country id (see neon_list_properties name=countries)."
    },
    "first_name": {
      "type": "string",
      "description": "First name (primaryContact.firstName)."
    },
    "phone_type": {
      "enum": [
        "Home",
        "Work",
        "Mobile",
        "Other"
      ],
      "type": "string",
      "description": "Phone type."
    },
    "middle_name": {
      "type": "string",
      "description": "Middle name."
    },
    "company_name": {
      "type": "string",
      "description": "Company name — required when type is COMPANY."
    },
    "address_line1": {
      "type": "string",
      "description": "Primary address, line 1."
    },
    "address_line2": {
      "type": "string",
      "description": "Primary address, line 2."
    },
    "preferred_name": {
      "type": "string",
      "description": "Preferred name."
    },
    "no_solicitation": {
      "type": "boolean",
      "description": "Mark the account as do-not-solicit."
    },
    "state_province_code": {
      "type": "string",
      "description": "State/province code, e.g. CA."
    }
  }
}

neon_create_activity

Create an activity — log an interaction with a constituent (call, meeting, note) or schedule a task. Needs a subject, a start date, a time zone id (neon_list_properties name=systemTimezones), a status id (name=activityStatuses) and a priority; link it to accounts and assign it to system users. Returns the new id. Neon: POST /activities.

destructive

Argument	Type	Description
note	string	The body / notes.
subject*	string	Short subject line.
end_date	string	End date, YYYY-MM-DD.
end_time	string	End time.
priority*	string	Priority.
status_id*	string	Activity status id (neon_list_properties name=activityStatuses).
start_date*	string	Start date, YYYY-MM-DD.
start_time	string	Start time, e.g. 09:30.

neon_get_account

Fetch one account in full — returned as individualAccount or companyAccount with its primary contact, addresses, consent, custom fields, current membership status and timestamps. Neon: GET /accounts/{id}.

read-only

Argument	Type	Description
account_id*	string	The account id.

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "account_id"
  ],
  "properties": {
    "account_id": {
      "type": "string",
      "minLength": 1,
      "description": "The account id."
    }
  }
}

neon_get_activity

Fetch one activity (a logged interaction or task) — subject, note, dates, linked accounts, assigned users, status and priority. Neon: GET /activities/{id}.

read-only

Argument	Type	Description
activity_id*	string	The activity id.

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "activity_id"
  ],
  "properties": {
    "activity_id": {
      "type": "string",
      "minLength": 1,
      "description": "The activity id."
    }
  }
}

neon_get_campaign

Fetch one campaign — dates, goal, fund, purpose, parent campaign, status, page URLs and fundraising statistics. Neon: GET /campaigns/{id}.

read-only

Argument	Type	Description
campaign_id*	string	The campaign id.

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "campaign_id"
  ],
  "properties": {
    "campaign_id": {
      "type": "string",
      "minLength": 1,
      "description": "The campaign id."
    }
  }
}

neon_get_donation

Fetch one donation — amount, date, fund, campaign, purpose, source, tribute, soft-credit solicitor, payments and status. Neon: GET /donations/{id}.

read-only

Argument	Type	Description
donation_id*	string	The donation id.

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "donation_id"
  ],
  "properties": {
    "donation_id": {
      "type": "string",
      "minLength": 1,
      "description": "The donation id."
    }
  }
}

neon_get_event

Fetch one event — name, summary, dates, location, capacity, category, campaign, registration and financial settings. Neon: GET /events/{id}.

read-only

Argument	Type	Description
event_id*	string	The event id.

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "event_id"
  ],
  "properties": {
    "event_id": {
      "type": "string",
      "minLength": 1,
      "description": "The event id."
    }
  }
}

neon_get_membership

Fetch one membership — level, term, dates, fee, status, auto-renewal, sub-members and payments. Neon: GET /memberships/{membershipId}.

read-only

Argument	Type	Description
membership_id*	string	The membership id.

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "membership_id"
  ],
  "properties": {
    "membership_id": {
      "type": "string",
      "minLength": 1,
      "description": "The membership id."
    }
  }
}

neon_get_organization_profile

Fetch the Neon CRM organization these credentials belong to — its name, org ID and app URL. A cheap way to confirm the org ID and API key work. Neon: GET /properties/organizationProfile.

read-only

No arguments.

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "properties": {}
}

neon_list_account_donations

List one account's donations (amount, date, fund, campaign, purpose, status, payments), newest first by default. Neon: GET /accounts/{id}/donations.

read-only

Argument	Type	Description
account_id*	string	The account id.
sort_column	string	Sort by date or amount.
current_page	integer	0-based page number (Neon pages start at 0). Default 0.
sort_direction	string	Sort direction.

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "account_id"
  ],
  "properties": {
    "account_id": {
      "type": "string",
      "minLength": 1,
      "description": "The account id."
    },
    "sort_column": {
      "enum": [
        "date",
        "amount"
      ],
      "type": "string",
      "description": "Sort by date or amount."
    },
    "current_page": {
      "type": "integer",
      "maximum": 9007199254740991,
      "minimum": 0,
      "description": "0-based page number (Neon pages start at 0). Default 0."
    },
    "sort_direction": {
      "enum": [
        "ASC",
        "DESC"
      ],
      "type": "string",
      "description": "Sort direction."
    }
  }
}

neon_list_account_event_registrations

List the event registrations one account has made, optionally for a single event. Neon: GET /accounts/{id}/eventRegistrations.

read-only

Argument	Type	Description
event_id	string	Only registrations for this event.
account_id*	string	The account id.
current_page	integer	0-based page number (Neon pages start at 0). Default 0.
sort_direction	string	Sort direction.

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "account_id"
  ],
  "properties": {
    "event_id": {
      "type": "string",
      "description": "Only registrations for this event."
    },
    "account_id": {
      "type": "string",
      "minLength": 1,
      "description": "The account id."
    },
    "current_page": {
      "type": "integer",
      "maximum": 9007199254740991,
      "minimum": 0,
      "description": "0-based page number (Neon pages start at 0). Default 0."
    },
    "sort_direction": {
      "enum": [
        "ASC",
        "DESC"
      ],
      "type": "string",
      "description": "Sort direction."
    }
  }
}

neon_list_account_memberships

List one account's membership history — level, term, start and end dates, fee, status (e.g. SUCCEEDED/FAILED) and auto-renewal. Filter to active or the primary active membership. Neon: GET /accounts/{id}/memberships.

read-only

Argument	Type	Description
is_active	boolean	Only memberships matching the account's Active member flag.
page_size	integer	Results per page.
account_id*	string	The account id.
sort_column	string	Sort by date or amount.
current_page	integer	0-based page number (Neon pages start at 0). Default 0.
sort_direction	string	Sort direction.
primary_active_membership	boolean	Only the highest-value active membership.

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "account_id"
  ],
  "properties": {
    "is_active": {
      "type": "boolean",
      "description": "Only memberships matching the account's Active member flag."
    },
    "page_size": {
      "type": "integer",
      "maximum": 500,
      "minimum": 1,
      "description": "Results per page."
    },
    "account_id": {
      "type": "string",
      "minLength": 1,
      "description": "The account id."
    },
    "sort_column": {
      "enum": [
        "date",
        "amount"
      ],
      "type": "string",
      "description": "Sort by date or amount."
    },
    "current_page": {
      "type": "integer",
      "maximum": 9007199254740991,
      "minimum": 0,
      "description": "0-based page number (Neon pages start at 0). Default 0."
    },
    "sort_direction": {
      "enum": [
        "ASC",
        "DESC"
      ],
      "type": "string",
      "description": "Sort direction."
    },
    "primary_active_membership": {
      "type": "boolean",
      "description": "Only the highest-value active membership."
    }
  }
}

neon_list_accounts

List constituent accounts (individuals and companies), optionally filtered by email, first or last name, or type. Returns accountId, names, email and userType. For richer queries use neon_search. Neon: GET /accounts.

read-only

Argument	Type	Description
email	string	Exact email address.
last_name	string	Last name.
page_size	integer	Results per page.
user_type	string	Account type.
first_name	string	First name.
current_page	integer	0-based page number (Neon pages start at 0). Default 0.

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "properties": {
    "email": {
      "type": "string",
      "description": "Exact email address."
    },
    "last_name": {
      "type": "string",
      "description": "Last name."
    },
    "page_size": {
      "type": "integer",
      "maximum": 500,
      "minimum": 1,
      "description": "Results per page."
    },
    "user_type": {
      "enum": [
        "INDIVIDUAL",
        "COMPANY"
      ],
      "type": "string",
      "description": "Account type."
    },
    "first_name": {
      "type": "string",
      "description": "First name."
    },
    "current_page": {
      "type": "integer",
      "maximum": 9007199254740991,
      "minimum": 0,
      "description": "0-based page number (Neon pages start at 0). Default 0."
    }
  }
}

neon_list_campaigns

List fundraising campaigns (id, code, name, status). Neon: GET /campaigns.

read-only

No arguments.

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "properties": {}
}

neon_list_event_registrations

List the registrations for one event — registrant account, tickets and attendees, amount, payments. Optionally only one registrant. Neon: GET /events/{id}/eventRegistrations.

read-only

Argument	Type	Description
page	integer	0-based page number (Neon pages start at 0). Default 0.
event_id*	string	The event id.
page_size	integer	Results per page.
sort_direction	string	Sort direction.
registrant_account_id	string	Only this registrant's registrations.

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "event_id"
  ],
  "properties": {
    "page": {
      "type": "integer",
      "maximum": 9007199254740991,
      "minimum": 0,
      "description": "0-based page number (Neon pages start at 0). Default 0."
    },
    "event_id": {
      "type": "string",
      "minLength": 1,
      "description": "The event id."
    },
    "page_size": {
      "type": "integer",
      "maximum": 500,
      "minimum": 1,
      "description": "Results per page."
    },
    "sort_direction": {
      "enum": [
        "ASC",
        "DESC"
      ],
      "type": "string",
      "description": "Sort direction."
    },
    "registrant_account_id": {
      "type": "string",
      "description": "Only this registrant's registrations."
    }
  }
}

neon_list_events

List events, filterable by name, category, date window, published or archived state. Dates are YYYY-MM-DD. Only Neon's legacy events are exposed by the API. Neon: GET /events.

read-only

Argument	Type	Description
archived	boolean	Only archived (true) or active (false) events.
page_size	integer	Results per page.
event_name	string	Event name.
current_page	integer	0-based page number (Neon pages start at 0). Default 0.
end_date_after	string	Events ending after this date (YYYY-MM-DD).
event_category	string	Event category (a delimited list is allowed).
end_date_before	string	Events ending before this date (YYYY-MM-DD).
published_event	boolean	Only published (true) or unpublished (false) events.
start_date_after	string

neon_list_membership_levels

List the organization's membership levels (id, code, description, rank, type, status). Neon: GET /memberships/levels.

read-only

Argument	Type	Description
status	string	Only levels with this status.
page_size	integer	Results per page.
current_page	integer	0-based page number (Neon pages start at 0). Default 0.

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "properties": {
    "status": {
      "enum": [
        "ACTIVE",
        "INACTIVE"
      ],
      "type": "string",
      "description": "Only levels with this status."
    },
    "page_size": {
      "type": "integer",
      "maximum": 500,
      "minimum": 1,
      "description": "Results per page."
    },
    "current_page": {
      "type": "integer",
      "maximum": 9007199254740991,
      "minimum": 0,
      "description": "0-based page number (Neon pages start at 0). Default 0."
    }
  }
}

neon_list_properties

List one of the organization's lookup lists — the ids other tools need: funds, purposes, sources, solicitation methods, activity statuses and system time zones (for neon_create_activity), system users, individual and company types, event categories, countries, states/provinces, genders, prefixes. Neon: GET /properties/{name}.

read-only

Argument	Type	Description
name*	string	Which lookup list.

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "name"
  ],
  "properties": {
    "name": {
      "enum": [
        "funds",
        "purposes",
        "sources",
        "solicitationMethods",
        "activityStatuses",
        "systemTimezones",
        "systemUsers",
        "individualTypes",
        "companyTypes",
        "eventCategories",
        "countries",
        "stateProvinces",
        "genders",
        "prefixes"
      ],
      "type": "string",
      "description": "Which lookup list."
    }
  }
}

neon_list_search_fields

Discover the field names neon_search accepts for a resource: kind=searchFields gives filterable fields with their allowed operators; kind=outputFields gives the columns you can return (standard field names plus custom fields with numeric ids). Call this before neon_search. Neon: GET /{resource}/search/searchFields or /outputFields.

read-only

Argument	Type	Description
kind*	string	Filter fields or output columns.
resource*	string	Which record type.

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "resource",
    "kind"
  ],
  "properties": {
    "kind": {
      "enum": [
        "searchFields",
        "outputFields"
      ],
      "type": "string",
      "description": "Filter fields or output columns."
    },
    "resource": {
      "enum": [
        "accounts",
        "donations",
        "activities",
        "events"
      ],
      "type": "string",
      "description": "Which record type."
    }
  }
}

neon_search

Report-style search over accounts, donations (includes pledges and pledge payments), activities or events. Give filter criteria (field + operator + value), the output columns to return (standard field NAMES as strings, or custom-field IDS as integers — both from neon_list_search_fields), and 0-based pagination. Results come back as searchResults rows keyed by output field name, plus pagination totals. Neon allows only ONE concurrent search per endpoint. Neon: POST /{resource}/search.

read-only

Argument	Type	Description
resource*	string	Which record type to search.
page_size	integer	Results per page.
sort_column	string	Output field name to sort by — it must also appear in output_fields.
current_page	integer	0-based page number (Neon pages start at 0). Default 0.
output_fields*	array	Columns to return: standard field names (strings) and/or custom-field ids (integers). Max 300.
search_fields*	array	Filter criteria, ANDed together. Neon requires at least one.
sort_direction	string

neon_update_account

Change an account's name, email, job title, company name or do-not-solicit / email opt-out flags. Only the fields you pass are changed (PATCH). The type must match the account (see neon_get_account). Addresses are not edited here. Neon: PATCH /accounts/{id}.

destructive

Argument	Type	Description
type*	string	The account's type (individualAccount vs companyAccount).
email	string	Primary email (primaryContact.email1).
email2	string	Secondary email (primaryContact.email2).
job_title	string	Job title (primaryContact.title).
last_name	string	Last name.
account_id*	string	The account id.
first_name	string	First name (primaryContact.firstName).
middle_name	string	Middle name.
company_name	string

neon_update_activity

Change an activity's subject, note, status (e.g. mark it completed) or priority. Only the fields you pass are changed (PATCH). Neon: PATCH /activities/{id}.

destructive

Argument	Type	Description
note	string	New note (replaces the old one).
subject	string	New subject.
priority	string	New priority.
status_id	string	New status id (neon_list_properties name=activityStatuses).
activity_id*	string	The activity id.

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "activity_id"
  ],
  "properties": {
    "note": {
      "type": "string",
      "description": "New note (replaces the old one)."
    },
    "subject": {
      "type": "string",
      "description": "New subject."
    },
    "priority": {
      "enum": [
        "High",
        "Normal",
        "Low"
      ],
      "type": "string",
      "description": "New priority."
    },
    "status_id": {
      "type": "string",
      "description": "New status id (neon_list_properties name=activityStatuses)."
    },
    "activity_id": {
      "type": "string",
      "minLength": 1,
      "description": "The activity id."
    }
  }
}

Neon CRM MCP by usefulapi

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neon_create_account Destructive

Neon CRM MCP by usefulapi

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neon_create_account Destructive

Tools (22)