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Connect the Doc MCP

CRM (Customer Relationship Management)

Use Connect the Doc 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
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Check in patient in Connect the Doc
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Supported actions

Connect the Doc logo

Check in Patient

Checks in patients at Connect the Doc.

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Update Contact

Update/Create a Contact

Use Connect the Doc MCP with any AI assistant

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

Cursor

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 Airtable with Connect the DocIntegrate Airtable with Connect the Doc
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Integrate Calendly with Connect the DocIntegrate Calendly with Connect the Doc
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Scheduling & Booking
Integrate ChatGPT (OpenAI) with Connect the DocIntegrate ChatGPT (OpenAI) with Connect the Doc
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AI Assistants
Integrate Asana with Connect the DocIntegrate Asana with Connect the Doc
Asana
Project Management
Integrate ActiveCampaign with Connect the DocIntegrate ActiveCampaign with Connect the Doc
ActiveCampaign
Marketing Automation
Integrate Podio with Connect the DocIntegrate Podio with Connect the Doc
Podio
Project Management
Integrate Google Sheets with Connect the DocIntegrate Google Sheets with Connect the Doc
Google Sheets
Google, Spreadsheets
Integrate Google Forms with Connect the DocIntegrate Google Forms with Connect the Doc
Google Forms
Forms & Surveys, Google
Integrate GoTo Connect with Connect the DocIntegrate GoTo Connect with Connect the Doc
GoTo Connect
Communication
Integrate Airtable with Connect the DocIntegrate Airtable with Connect the Doc
Airtable
Databases
Integrate Calendly with Connect the DocIntegrate Calendly with Connect the Doc
Calendly
Scheduling & Booking
Integrate ChatGPT (OpenAI) with Connect the DocIntegrate ChatGPT (OpenAI) with Connect the Doc
ChatGPT (OpenAI)
AI Assistants
Integrate Google Sheets with Connect the DocIntegrate Google Sheets with Connect the Doc
Google Sheets
Google, Spreadsheets
Integrate Google Forms with Connect the DocIntegrate Google Forms with Connect the Doc
Google Forms
Forms & Surveys, Google
Integrate GoTo Connect with Connect the DocIntegrate GoTo Connect with Connect the Doc
GoTo Connect
Communication
Integrate Airtable with Connect the DocIntegrate Airtable with Connect the Doc
Airtable
Databases
Integrate Calendly with Connect the DocIntegrate Calendly with Connect the Doc
Calendly
Scheduling & Booking
Integrate ChatGPT (OpenAI) with Connect the DocIntegrate ChatGPT (OpenAI) with Connect the Doc
ChatGPT (OpenAI)
AI Assistants
Integrate Asana with Connect the DocIntegrate Asana with Connect the Doc
Asana
Project Management
Integrate ActiveCampaign with Connect the DocIntegrate ActiveCampaign with Connect the Doc
ActiveCampaign
Marketing Automation
Integrate Podio with Connect the DocIntegrate Podio with Connect the Doc
Podio
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 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.