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BrightManager MCP

Accounting

Use BrightManager 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.

Try in any AI platform
Try code-free in Zapier Agents
Learn more about Zapier MCP
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Create client in BrightManager
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Supported actions

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Create Client

Create a new Client within BrightManager

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Disable Service

Disable a service for a Client within BrightManager.

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Enable Service

Enable a service for a Client within BrightManager.

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No Longer a Client

Marks a Client as NLAC.

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Update Prospect to Client

Update a Prospect to a Client within BrightManager.

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Update Client

Update a client within BrightManager

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Client Search

Find a client by company name

Use BrightManager MCP with any AI assistant

Zapier BrightManager MCP lets you connect BrightManager'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 BrightManager. Select and scope actions to align with your BrightManager 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 Xero with BrightManagerIntegrate Xero with BrightManager
Xero
Accounting
Integrate Xama Hub with BrightManagerIntegrate Xama Hub with BrightManager
Xama Hub
Accounting
Integrate Google Sheets with BrightManagerIntegrate Google Sheets with BrightManager
Google Sheets
Google, Spreadsheets
Integrate Microsoft Outlook with BrightManagerIntegrate Microsoft Outlook with BrightManager
Microsoft Outlook
Calendar, Email, Microsoft
Integrate Capsule CRM with BrightManagerIntegrate Capsule CRM with BrightManager
Capsule CRM
CRM (Customer Relationship Management)
Integrate Mailchimp with BrightManagerIntegrate Mailchimp with BrightManager
Mailchimp
Marketing Automation
Integrate Xero with BrightManagerIntegrate Xero with BrightManager
Xero
Accounting
Integrate Xama Hub with BrightManagerIntegrate Xama Hub with BrightManager
Xama Hub
Accounting
Integrate Google Sheets with BrightManagerIntegrate Google Sheets with BrightManager
Google Sheets
Google, Spreadsheets
Integrate Microsoft Outlook with BrightManagerIntegrate Microsoft Outlook with BrightManager
Microsoft Outlook
Calendar, Email, Microsoft
Integrate Capsule CRM with BrightManagerIntegrate Capsule CRM with BrightManager
Capsule CRM
CRM (Customer Relationship Management)
Integrate GoProposal with BrightManagerIntegrate GoProposal with BrightManager
GoProposal
Proposal & Invoice Management
Integrate Timely Time Tracking with BrightManagerIntegrate Timely Time Tracking with BrightManager
Timely Time Tracking
Time Tracking Software
Integrate monday.com with BrightManagerIntegrate monday.com with BrightManager
monday.com
Project Management

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 free to use for all accounts, up to 300 tool calls per month. This quota is for Zapier MCP only, and does not affect your other Zapier plans.
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 l build on Zapier MCP as a developer?
Absolutely! Zapier MCP lets developers bring Zapier's 30,000+ Searches and Actions into their apps.
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 free to use for all accounts, up to 300 tool calls per month. This quota is for Zapier MCP only, and does not affect your other Zapier plans. Join the early access list and be the first to hear about updates.
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.