Skip to content
Log inSign up
Firm360 logo

Firm360 MCP

Accounting

Use Firm360 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
Try code-free in Zapier Agents
Learn more about Zapier MCP
Zapier Agent Today
What can I help you with?
You Today
Create client in Firm360
Zapier Agent Today
Sure thing, I'll get right on it!
Action in progress...
Firm360 logoCreate Client

Supported actions

Firm360 logo

Create Client

Creates a new client.

Firm360 logo

Create Contact

Creates a new contact for the given Client.

Firm360 logo

Create Project

Creates a new project for the given Client.

Firm360 logo

Create Recurring Project

Creates a new recurring project for the given Client.

Firm360 logo

Find a Client

Search for client by name or number.

Firm360 logo

Find a Contact

Search for Contact by email for the specified Client.

Firm360 logo

Find a Project

Search for Project in a certain Client by name.

Firm360 logo

Find a Recurring Project

Search for Recurring Project in a certain Client by name.

Use Firm360 MCP with any AI assistant

Zapier Firm360 MCP lets you connect Firm360'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 Firm360. Select and scope actions to align with your Firm360 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

Integrate Microsoft SharePoint with Firm360Integrate Microsoft SharePoint with Firm360
Microsoft SharePoint
Microsoft, Team Collaboration
Integrate Jotform with Firm360Integrate Jotform with Firm360
Jotform
Forms & Surveys
Integrate Google Sheets with Firm360Integrate Google Sheets with Firm360
Google Sheets
Google, Spreadsheets
Integrate Stripe with Firm360Integrate Stripe with Firm360
Stripe
Payment Processing
Integrate Mailchimp with Firm360Integrate Mailchimp with Firm360
Mailchimp
Marketing Automation
Integrate Airtable with Firm360Integrate Airtable with Firm360
Airtable
Databases
Integrate Slack with Firm360Integrate Slack with Firm360
Slack
Team Chat
Integrate Gravity Forms with Firm360Integrate Gravity Forms with Firm360
Gravity Forms
Forms & Surveys, WordPress
Integrate pdfFiller with Firm360Integrate pdfFiller with Firm360
pdfFiller
Documents
Integrate Microsoft SharePoint with Firm360Integrate Microsoft SharePoint with Firm360
Microsoft SharePoint
Microsoft, Team Collaboration
Integrate Jotform with Firm360Integrate Jotform with Firm360
Jotform
Forms & Surveys
Integrate Google Sheets with Firm360Integrate Google Sheets with Firm360
Google Sheets
Google, Spreadsheets
Integrate Stripe with Firm360Integrate Stripe with Firm360
Stripe
Payment Processing
Integrate Mailchimp with Firm360Integrate Mailchimp with Firm360
Mailchimp
Marketing Automation
Integrate Airtable with Firm360Integrate Airtable with Firm360
Airtable
Databases
Integrate Microsoft SharePoint with Firm360Integrate Microsoft SharePoint with Firm360
Microsoft SharePoint
Microsoft, Team Collaboration
Integrate Jotform with Firm360Integrate Jotform with Firm360
Jotform
Forms & Surveys
Integrate Google Sheets with Firm360Integrate Google Sheets with Firm360
Google Sheets
Google, Spreadsheets
Integrate Stripe with Firm360Integrate Stripe with Firm360
Stripe
Payment Processing
Integrate Mailchimp with Firm360Integrate Mailchimp with Firm360
Mailchimp
Marketing Automation
Integrate Airtable with Firm360Integrate Airtable with Firm360
Airtable
Databases
Integrate Slack with Firm360Integrate Slack with Firm360
Slack
Team Chat
Integrate Gravity Forms with Firm360Integrate Gravity Forms with Firm360
Gravity Forms
Forms & Surveys, WordPress
Integrate pdfFiller with Firm360Integrate pdfFiller with Firm360
pdfFiller
Documents

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.