Broadly MCP

CRM (Customer Relationship Management)

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Create or update crm activity in Broadly

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Create or Update CRM Activity

Supported actions

Create or Update CRM Activity

Create a new log activity in the CRM.

Run Automation

Run any automation that uses a manual or API trigger

Legacy Create Customer & Transaction

Creates a new customer and review eligible transaction activity

Create or Update Company

Creates or Updates a company. Also used to return values for an existing record.

Create or Update Contact

Creates or Updates a contact. Also used to return values for an existing record.

Use Broadly MCP with any AI assistant

Zapier Broadly MCP lets you connect Broadly'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 Broadly. Select and scope actions to align with your Broadly workflows.

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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CRM (Customer Relationship Management)

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Google, Spreadsheets

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CRM (Customer Relationship Management)

Salesforce

CRM (Customer Relationship Management)

BookingKoala

Scheduling & Booking

Zoho CRM

CRM (Customer Relationship Management), Zoho

Google Ads

Ads & Conversion, Google

Google Sheets

Google, Spreadsheets

Act!

CRM (Customer Relationship Management)

Salesforce

CRM (Customer Relationship Management)

BookingKoala

Scheduling & Booking

Zoho CRM

CRM (Customer Relationship Management), Zoho

Google Ads

Ads & Conversion, Google

Insightly

CRM (Customer Relationship Management)

Slack

Team Chat

WhatConverts

CRM (Customer Relationship 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 9,000+ 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.
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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.
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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.
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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.