CASEpeer MCP

CRM (Customer Relationship Management)

Use CASEpeer 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 case in CASEpeer

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Create Case

Supported actions

Create Case

Creating a case action

Create Case Note

Create a case note on the specified case

Create Case Task

Creates a case task

Create Lead

Creating a lead action

Caseworker Search

Search your caseworkers by email address

Case Search

Search your cases by various filters. For example, a value in the casefile number field will search by casefile number. Will return the single best match ordered by the latest date of incident. Searching by cellphone number must not include any formatting.

Case Type Search

Search for a case type by the case type name

Use CASEpeer MCP with any AI assistant

Zapier CASEpeer MCP lets you connect CASEpeer'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 CASEpeer. Select and scope actions to align with your CASEpeer 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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Gmail

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Moxo

Team Collaboration

Slack

Team Chat

Google Drive

File Management & Storage, Google

Mailchimp

Marketing Automation

Lawmatics

Marketing Automation

Gmail

Email, Google

Google Forms

Forms & Surveys, Google

LEX Reception

Customer Support

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Task 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 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.