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AdvisorEngine CRM MCP

CRM (Customer Relationship Management)

Use AdvisorEngine CRM MCP to take action in your AI tools

Use Zapier Agents for a quick no-code setup, or connect to any AI environment with the Zapier MCP server.

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Create household in AdvisorEngine CRM
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AdvisorEngine CRM logoCreate Household

Supported actions

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Create Household

Creates a new household.

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Create Opportunity

Creates a new opportunity linked to a specified household.

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Create Prospect

Creates a new prospect.

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Find Household

Finds a household

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Find Opportunity

Searches for existing opportunities and returns their details if found.

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Find Prospect

Searches a prospect

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Find or Create Household

Finds a household, or creates one if none is found

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Find or Create Prospect

Finds a prospect, or creates one if none is found

Use AdvisorEngine CRM MCP with any AI assistant

Zapier AdvisorEngine CRM MCP lets you connect AdvisorEngine CRM's actions with any AI tool that supports MCP, all without managing integrations or writing glue code. It's built for developers who want flexibility without complexity.

Step 1: Generate your secure MCP URL

Get your unique, dynamic MCP server URL instantly. This endpoint securely connects your AI assistant to Zapier's vast integration network.

Step 2: Choose your Zapier Actions

Customize the specific actions your AI assistant can perform within AdvisorEngine CRM. Select and scope actions to align with your AdvisorEngine CRM workflows.

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Step 3: Connect with your tool of choice

Integrate your AI Assistant seamlessly using your generated MCP endpoint, enabling your AI Assistant to execute real-world tasks securely and reliably.

Introducing the Zapier MCP integration

Why developers love Zapier MCP

  • No need to build or host your own APIs
  • Connect once, access 30,000+ Zapier actions
  • Secure, scoped access by default
  • Works across your favorite dev tools

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Integrate HubSpot with AdvisorEngine CRMIntegrate HubSpot with AdvisorEngine CRM
HubSpot
Marketing Automation
Integrate Constant Contact with AdvisorEngine CRMIntegrate Constant Contact with AdvisorEngine CRM
Constant Contact
Email Newsletters
Integrate Slack with AdvisorEngine CRMIntegrate Slack with AdvisorEngine CRM
Slack
Team Chat
Integrate Mailchimp with AdvisorEngine CRMIntegrate Mailchimp with AdvisorEngine CRM
Mailchimp
Marketing Automation
Integrate Google Sheets with AdvisorEngine CRMIntegrate Google Sheets with AdvisorEngine CRM
Google Sheets
Google, Spreadsheets
Integrate PreciseFP with AdvisorEngine CRMIntegrate PreciseFP with AdvisorEngine CRM
PreciseFP
Forms & Surveys
Integrate HubSpot with AdvisorEngine CRMIntegrate HubSpot with AdvisorEngine CRM
HubSpot
Marketing Automation
Integrate Constant Contact with AdvisorEngine CRMIntegrate Constant Contact with AdvisorEngine CRM
Constant Contact
Email Newsletters
Integrate Slack with AdvisorEngine CRMIntegrate Slack with AdvisorEngine CRM
Slack
Team Chat
Integrate Mailchimp with AdvisorEngine CRMIntegrate Mailchimp with AdvisorEngine CRM
Mailchimp
Marketing Automation
Integrate Google Sheets with AdvisorEngine CRMIntegrate Google Sheets with AdvisorEngine CRM
Google Sheets
Google, Spreadsheets
Integrate RingCentral with AdvisorEngine CRMIntegrate RingCentral with AdvisorEngine CRM
RingCentral
Phone & SMS
Integrate Wealthbox CRM with AdvisorEngine CRMIntegrate Wealthbox CRM with AdvisorEngine CRM
Wealthbox CRM
CRM (Customer Relationship Management)
Integrate Airtable with AdvisorEngine CRMIntegrate Airtable with AdvisorEngine CRM
Airtable
Databases

Frequently Asked Questions

What is MCP?
Model Context Protocol allows your AI apps to securely interact with tools. Zapier MCP connects you to Zapier's vast ecosystem of 8,000+ integrations.
Is MCP Secure?
Yes, MCP endpoints include built-in authentication for secure, reliable connections.
How much does Zapier MCP cost?
Zapier MCP is available to all accounts. One MCP tool call uses 2 tasks from your plan's quota.
Find the right Zapier plan
Can I use Zapier MCP with any AI platform?
Zapier MCP seamlessly integrates with platforms like Cursor, Claude, or any other app that supports MCPs.
Can I build on Zapier MCP as a developer?
Absolutely! Zapier MCP lets developers bring Zapier's 30,000+ Searches and Actions into their apps.
Explore documentation
How quickly can I get started?
You can set up your MCP endpoint and start running Actions in minutes.
How can I get a higher quota?
Zapier MCP is available to all accounts. One MCP tool call uses 2 tasks from your plan's quota. You can see your task usage by logging into your Zapier MCP account, and add tasks to your plan anytime.
Explore Zapier plans
Can I use Zapier MCP with my Zapier Enterprise account?
Not out of the box. Zapier MCP doesn't currently support app and action restrictions that may be in place on an Enterprise account. If you're on an Enterprise plan and would like to use Zapier MCP, please reach out to us.