CustomerX MCP
CRM (Customer Relationship Management)
Use CustomerX 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
Supported actions
Cancellation Contract
Cancellation a contract
Create Client
Create a Client
Create Contract
Create a Contract
Create Contract Additive
Create Contract Additive
Create Financials
Create a financials
Create NPS
Creates a NPS to CustomerX
Create or Update Activity of Ticket
Create or Update Activity of Ticket
Create or Update Contact
Create Or Update Contact
Use CustomerX MCP with any AI assistant
Zapier CustomerX MCP lets you connect CustomerX'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 CustomerX. Select and scope actions to align with your CustomerX 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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