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Double HQ MCP

Accounting

Use Double HQ 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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Lookup client by email in Double HQ
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Double HQ logoLookup Client by Email

Supported actions

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Lookup Client by Email

Search for clients by contact email address.

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Create Client

Creates a new client in Keeper.

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Create Contact

Creates a new contact for a client in Keeper.

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Apply Organizer Template to Client

Apply an organizer template to a client in Keeper.

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Get Property Columns

Get available properties for your practice in Keeper.

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Create Task

Creates a new task for a client in Keeper.

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Add Template to Client

Add a template to the Client in Keeper.

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Get Templates

Get project templates for your practice in Keeper.

Use Double HQ MCP with any AI assistant

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

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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

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CRM (Customer Relationship Management)
Integrate Google Sheets with Double HQIntegrate Google Sheets with Double HQ
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Google, Spreadsheets
Integrate Dubsado with Double HQIntegrate Dubsado with Double HQ
Dubsado
CRM (Customer Relationship Management)
Integrate Ignition with Double HQIntegrate Ignition with Double HQ
Ignition
Proposal & Invoice Management
Integrate Calendly with Double HQIntegrate Calendly with Double HQ
Calendly
Scheduling & Booking
Integrate ClickUp with Double HQIntegrate ClickUp with Double HQ
ClickUp
Project Management
Integrate GoProposal with Double HQIntegrate GoProposal with Double HQ
GoProposal
Proposal & Invoice Management
Integrate Anchor with Double HQIntegrate Anchor with Double HQ
Anchor
Proposal & Invoice Management
Integrate Typeform with Double HQIntegrate Typeform with Double HQ
Typeform
Forms & Surveys
Integrate Salesforce with Double HQIntegrate Salesforce with Double HQ
Salesforce
CRM (Customer Relationship Management)
Integrate Google Sheets with Double HQIntegrate Google Sheets with Double HQ
Google Sheets
Google, Spreadsheets
Integrate Dubsado with Double HQIntegrate Dubsado with Double HQ
Dubsado
CRM (Customer Relationship Management)
Integrate Ignition with Double HQIntegrate Ignition with Double HQ
Ignition
Proposal & Invoice Management
Integrate Anchor with Double HQIntegrate Anchor with Double HQ
Anchor
Proposal & Invoice Management
Integrate Typeform with Double HQIntegrate Typeform with Double HQ
Typeform
Forms & Surveys
Integrate Salesforce with Double HQIntegrate Salesforce with Double HQ
Salesforce
CRM (Customer Relationship Management)
Integrate Google Sheets with Double HQIntegrate Google Sheets with Double HQ
Google Sheets
Google, Spreadsheets
Integrate Dubsado with Double HQIntegrate Dubsado with Double HQ
Dubsado
CRM (Customer Relationship Management)
Integrate Ignition with Double HQIntegrate Ignition with Double HQ
Ignition
Proposal & Invoice Management
Integrate Calendly with Double HQIntegrate Calendly with Double HQ
Calendly
Scheduling & Booking
Integrate ClickUp with Double HQIntegrate ClickUp with Double HQ
ClickUp
Project Management
Integrate GoProposal with Double HQIntegrate GoProposal with Double HQ
GoProposal
Proposal & Invoice 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.