Skip to content
CosmoLex logo

CosmoLex MCP

CRM (Customer Relationship Management)

Use CosmoLex 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
Zapier Agent Today
What can I help you with?
You Today
Create contact in CosmoLex
Zapier Agent Today
Sure thing, I'll get right on it!
Action in progress...
CosmoLex logoCreate Contact

Supported actions

CosmoLex logo

Create Contact

Creates a new contact.

CosmoLex logo

Create Event

Creates a new Event.

CosmoLex logo

Create Matter

Creates a new matter.

CosmoLex logo

Create Note

Creates a new note.

CosmoLex logo

Create Soft Cost

Creates a new soft cost.

CosmoLex logo

Create Task

Creates a new task.

CosmoLex logo

Create Timecard

Creates a new timecard.

Use CosmoLex MCP with any AI assistant

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

Other apps that integrate with Zapier MCP

PEX
Payment Processing
Integrate Cognito Forms with CosmoLexIntegrate Cognito Forms with CosmoLex
Cognito Forms
Forms & Surveys
Integrate Microsoft Excel with CosmoLexIntegrate Microsoft Excel with CosmoLex
Microsoft Excel
Microsoft, Spreadsheets
Integrate Google Sheets with CosmoLexIntegrate Google Sheets with CosmoLex
Google Sheets
Google, Spreadsheets
Integrate Notion with CosmoLexIntegrate Notion with CosmoLex
Notion
Task Management
Integrate Microsoft Outlook with CosmoLexIntegrate Microsoft Outlook with CosmoLex
Microsoft Outlook
Calendar, Email, Microsoft
Integrate Lawmatics with CosmoLexIntegrate Lawmatics with CosmoLex
Lawmatics
Marketing Automation
Integrate Divorcepath with CosmoLexIntegrate Divorcepath with CosmoLex
Divorcepath
Documents
Integrate Calendly with CosmoLexIntegrate Calendly with CosmoLex
Calendly
Scheduling & Booking
Integrate PEX with CosmoLexIntegrate PEX with CosmoLex
PEX
Payment Processing
Integrate Cognito Forms with CosmoLexIntegrate Cognito Forms with CosmoLex
Cognito Forms
Forms & Surveys
Integrate Microsoft Excel with CosmoLexIntegrate Microsoft Excel with CosmoLex
Microsoft Excel
Microsoft, Spreadsheets
Integrate Google Sheets with CosmoLexIntegrate Google Sheets with CosmoLex
Google Sheets
Google, Spreadsheets
Integrate Notion with CosmoLexIntegrate Notion with CosmoLex
Notion
Task Management
Integrate Microsoft Outlook with CosmoLexIntegrate Microsoft Outlook with CosmoLex
Microsoft Outlook
Calendar, Email, Microsoft
Integrate PEX with CosmoLexIntegrate PEX with CosmoLex
PEX
Payment Processing
Integrate Cognito Forms with CosmoLexIntegrate Cognito Forms with CosmoLex
Cognito Forms
Forms & Surveys
Integrate Microsoft Excel with CosmoLexIntegrate Microsoft Excel with CosmoLex
Microsoft Excel
Microsoft, Spreadsheets
Integrate Google Sheets with CosmoLexIntegrate Google Sheets with CosmoLex
Google Sheets
Google, Spreadsheets
Integrate Notion with CosmoLexIntegrate Notion with CosmoLex
Notion
Task Management
Integrate Microsoft Outlook with CosmoLexIntegrate Microsoft Outlook with CosmoLex
Microsoft Outlook
Calendar, Email, Microsoft
Integrate Lawmatics with CosmoLexIntegrate Lawmatics with CosmoLex
Lawmatics
Marketing Automation
Integrate Divorcepath with CosmoLexIntegrate Divorcepath with CosmoLex
Divorcepath
Documents
Integrate Calendly with CosmoLexIntegrate Calendly with CosmoLex
Calendly
Scheduling & Booking

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.