Chmeetings MCP server

Connect Chmeetings to Claude, ChatGPT, Cursor, Claude Code, Codex, Gemini, GitHub Copilot and any other MCP client, for your whole team. Metorial adds security, governance, and tracing, and gives everyone one Magic MCP URL to connect.

What you can do with the Chmeetings MCP server

Ask your agent in plain language. Each of these maps to a real tool on the server.

  • Use the list contributions tool in Chmeetings
  • Use the update profile note tool in Chmeetings
  • Use the list pledges tool in Chmeetings
  • Use the get group members tool in Chmeetings
  • Use the manage group membership tool in Chmeetings
  • Use the create family tool in Chmeetings

Supported Tools

list_contributions

List Contributions

Retrieve contribution (giving) records from ChMeetings. Supports filtering by person, date range, and pagination.

update_profile_note

Update Profile Note

Update an existing note on a person's profile.

list_pledges

List Pledges

Retrieve pledges for a specific campaign. Shows each member's pledged amount and paid progress.

get_group_members

Get Group Members

Retrieve the members of one or more groups. Can look up members across multiple groups at once by providing comma-separated group IDs, or list members of a specific group within an organization.

manage_group_membership

Manage Group Membership

Add or remove a person from a group. Use **action** to specify whether to add or remove.

create_family

Create Family

Create a new family in ChMeetings. Requires at least 2 members. Each member is identified by their person ID and an optional role (Primary, Spouse, Child, Grandparent, Other).

list_people

List People

Search and retrieve people records from ChMeetings. Can search across all organizations or filter by a specific organization. Supports searching by name, email, or mobile number.

delete_family

Delete Family

Delete a family record from ChMeetings. This removes the family structure but does not delete the individual person records.

list_profile_notes

List Profile Notes

Retrieve all public notes for a specific person. Returns paginated profile notes.

manage_family_members

Manage Family Members

Add, remove, or update members in an existing family. Use **action** to specify the operation: - **add**: Add new members to the family - **remove**: Remove a member from the family - **updateRole**: Update a member's role within the family - **replace**: Replace all family members (minimum 2 required)

list_organizations

List Organizations

Retrieve the hierarchical structure of organizations accessible by your account. Returns churches, ministries, and other organizational units. Supports searching by name and pagination.

delete_person

Delete Person

Permanently delete a person record from ChMeetings. This action cannot be undone.

delete_contribution

Delete Contribution

Delete a contribution record from ChMeetings. This action cannot be undone.

list_event_occurrences

List Event Occurrences

Retrieve scheduled occurrences of an event, including recurring and computed occurrences. Use an event ID from list_events and occurrence IDs with list_occurrence_attendance.

create_profile_note

Create Profile Note

Add a new note to a person's profile in ChMeetings.

list_families

List Families

Retrieve families from ChMeetings. Supports searching by name and pagination. Also retrieves available family roles when needed.

list_events

List Events

Retrieve church or ministry events within a date range. Returns event IDs for list_event_occurrences. Discover ministry IDs with list_organizations.

list_campaigns

List Campaigns

Retrieve pledge campaigns from ChMeetings. Campaigns are used to collect and track donation pledges from members.

delete_profile_note

Delete Profile Note

Delete a note from a person's profile. This action cannot be undone.

get_family

Get Family

Retrieve a specific family by its ID, including all members and their roles.

list_groups

List Groups

Retrieve groups from ChMeetings. Can list all groups across the account or filter by a specific organization. When filtering by organization, supports search and pagination.

get_person

Get Person

Retrieve the full profile of a specific person by their ID. Returns all profile fields including contact information, personal details, and address.

create_person

Create Person

Create a new person record in ChMeetings. First name and last name are required. All other profile fields are optional.

list_occurrence_attendance

List Occurrence Attendance

Retrieve attendance for an event occurrence. Use an occurrence ID from list_event_occurrences. Filter by attendance status or group membership.

create_contribution

Create Contribution

Record a contribution in ChMeetings with a person ID, date, payment method name or ID, and fund allocations. Supports a batch number or ID, notes, and a unique client reference to prevent duplicate retries.

update_person

Update Person

Update a person's profile by reading the current profile and merging supplied fields before sending the replacement. Omitted fields exposed by the current profile are preserved. Avoid concurrent edits to the person during this operation.

Connect Chmeetings to your AI client

Every client uses the same Magic MCP URL, and so does any other MCP client. Add it once and sign in with SSO.

  1. Enable Chmeetings in Metorial. In your Metorial portal, enable the Chmeetings MCP server and sign in with the account that owns the data. Access stays governed by your team policies.
  2. Add a custom connector. Open Customize, then Connectors. Select Add, then Custom, then Web.
  3. Paste your Metorial MCP URL. Name it Metorial, paste your Magic MCP URL (<your-magic-mcp-url>) and continue.
  4. Sign in. Select Add and sign in to load Chmeetings tools.

Run Chmeetings through the Metorial gateway

One governed layer for every app your agents reach, not a separate connector per tool.

  • Give Chmeetings and every other app to your whole team through one MCP gateway, behind your SSO.
  • Scope which teams and agents can use Chmeetings tools with role-based access control, and trace every call.
  • Prefer to run it yourself? Metorial is open source and self-hostable.

More integrations teams use with Chmeetings

Slack

Slack: connect with bot OAuth or user OAuth to work with messages, conversations, search, files, Canvases, Lists, profiles, reactions, reminders, and workspace productivity settings.

Salesforce

Manage CRM data including Accounts, Contacts, Leads, Opportunities, Cases, and custom objects. Create, read, update, and delete records. Query data using SOQL and search across objects using SOSL. Perform bulk data operations for large-scale imports, exports, and migrations. Execute composite requests to batch multiple operations in a single API call. Access analytics, reports, and dashboards. Manage files and attachments associated with records. Interact with Chatter feeds, posts, and groups for social collaboration. Manage org metadata including custom objects, fields, layouts, and workflows. Query data using GraphQL for precise data retrieval across related objects.

Apolloio

Search and prospect B2B contacts and companies from a database of over 275 million people and 70 million organizations. Enrich people and company data with emails, phone numbers, and firmographic details. Create and manage contacts, accounts, deals, and tasks. Add contacts to email sequences and manage sequence statuses. Log and search call records. Perform bulk operations for contact creation, account creation, task creation, and data enrichment.

Sharepoint

Manage SharePoint sites, document libraries, lists, and files. Create, read, update, and delete lists and list items with custom columns. Resolve site users to numeric Person/Group LookupId values. Upload, download, move, copy, and version files in document libraries. Search across sites, files, folders, lists, and list items using Microsoft Search. Manage permissions at site, list, and item levels with granular access control. Define and manage content types and site columns. Retrieve site properties and search for sites across Microsoft 365.

Microsoft Outlook

Send, read, reply to, forward, and manage email messages in user mailboxes. Organize messages into folders, apply categories, flags, and importance levels. Manage file and item attachments. Create, update, delete, and respond to calendar events and meetings. Find available meeting times, manage attendees, handle recurrence, and work with shared or delegated calendars. Create, read, update, and delete contacts, organize them into contact folders, and manage contact photos. Manage tasks and task lists via Microsoft To Do, including due dates, reminders, recurrence, and checklist items. Subscribe to webhook notifications for changes to messages, calendar events, and contacts. Support for Focused Inbox, @-mentions, mail tips, send-on-behalf, and send-as capabilities.

Hubspot

Create, read, update, and delete CRM objects including contacts, companies, deals, tickets, and custom objects. Manage associations between CRM records. Track engagements such as calls, emails, meetings, notes, and tasks. Send transactional and marketing emails, manage campaigns, and handle subscription preferences. Build and manage marketing workflows, sequences, and automation actions. Manage CMS content including blog posts, landing pages, and HubDB tables. Handle commerce data including products, orders, invoices, quotes, and payments. Create and manage contact lists for segmentation. Configure deal, ticket, and order pipelines with custom stages. Search and filter CRM records. Bulk import and export CRM data. Manage users, teams, and account settings.

Technical notes for Chmeetings

Manage church members, families, groups, contributions, and organizational structures in ChMeetings. Retrieve and delete people records and profile notes. Create and manage family structures including adding, updating, and removing family members. Pull groups and ministries data within the church hierarchy. Record and retrieve contributions (donations), and track pledges and campaigns.

Frequently asked questions

Common questions about connecting Chmeetings to AI agents with Metorial.

  1. How many tools does the Chmeetings MCP server have?
    The Chmeetings MCP server exposes 26 tools, including List Contributions, Update Profile Note, List Pledges. Each one is governed and traced through Metorial.
  2. Chmeetings exposes tools your agents call on demand; it does not publish event triggers yet. Everything still runs through one governed MCP URL.
  3. Any MCP client, including VS Code, Windsurf, Zed, OpenCode and Grok. Each one reaches the Chmeetings MCP server through the same Metorial URL.
  4. Use role-based access control to decide which teams, users, and agents can use Chmeetings and which of its tools they can call.
  5. Yes. Metorial is open source, so you can run the Chmeetings MCP server yourself or use the hosted gateway.

Connect Chmeetings to production AI agents

See how Metorial gives your team governed access to Chmeetings, with tracing and security controls built in.