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FYI MCP

Accounting

Use FYI 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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Learn more about Zapier MCP
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Create or update client in FYI
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FYI logoCreate or Update Client

Supported actions

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Create or Update Client

Create or Update a Client in FYI.

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Create Document

Create a Document.

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Create or Update Client Group

Create or Update a Group for Clients in FYI.

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Create or Update Job

Create or Update a Job in FYI.

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Create Web Link

Create a Web Link.

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Create File Note

Create a File Note.

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Create or Update Task

Create or Update a Task in FYI.

Use FYI MCP with any AI assistant

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

Microsoft Outlook
Calendar, Email, Microsoft
Integrate Gravity Forms with FYIIntegrate Gravity Forms with FYI
Gravity Forms
Forms & Surveys, WordPress
Integrate Calendly with FYIIntegrate Calendly with FYI
Calendly
Scheduling & Booking
Integrate Ignition with FYIIntegrate Ignition with FYI
Ignition
Proposal & Invoice Management
Integrate Jotform with FYIIntegrate Jotform with FYI
Jotform
Forms & Surveys
Integrate ActiveCampaign with FYIIntegrate ActiveCampaign with FYI
ActiveCampaign
Marketing Automation
Integrate OneDrive with FYIIntegrate OneDrive with FYI
OneDrive
File Management & Storage, Microsoft
Integrate Stripe with FYIIntegrate Stripe with FYI
Stripe
Payment Processing
Integrate Xero with FYIIntegrate Xero with FYI
Xero
Accounting
Integrate Microsoft Outlook with FYIIntegrate Microsoft Outlook with FYI
Microsoft Outlook
Calendar, Email, Microsoft
Integrate Gravity Forms with FYIIntegrate Gravity Forms with FYI
Gravity Forms
Forms & Surveys, WordPress
Integrate Calendly with FYIIntegrate Calendly with FYI
Calendly
Scheduling & Booking
Integrate Ignition with FYIIntegrate Ignition with FYI
Ignition
Proposal & Invoice Management
Integrate Jotform with FYIIntegrate Jotform with FYI
Jotform
Forms & Surveys
Integrate ActiveCampaign with FYIIntegrate ActiveCampaign with FYI
ActiveCampaign
Marketing Automation
Integrate Microsoft Outlook with FYIIntegrate Microsoft Outlook with FYI
Microsoft Outlook
Calendar, Email, Microsoft
Integrate Gravity Forms with FYIIntegrate Gravity Forms with FYI
Gravity Forms
Forms & Surveys, WordPress
Integrate Calendly with FYIIntegrate Calendly with FYI
Calendly
Scheduling & Booking
Integrate Ignition with FYIIntegrate Ignition with FYI
Ignition
Proposal & Invoice Management
Integrate Jotform with FYIIntegrate Jotform with FYI
Jotform
Forms & Surveys
Integrate ActiveCampaign with FYIIntegrate ActiveCampaign with FYI
ActiveCampaign
Marketing Automation
Integrate OneDrive with FYIIntegrate OneDrive with FYI
OneDrive
File Management & Storage, Microsoft
Integrate Stripe with FYIIntegrate Stripe with FYI
Stripe
Payment Processing
Integrate Xero with FYIIntegrate Xero with FYI
Xero
Accounting

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 free to use for all accounts, up to 300 tool calls per month. This quota is for Zapier MCP only, and does not affect your other Zapier plans.
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 l build on Zapier MCP as a developer?
Absolutely! Zapier MCP lets developers bring Zapier's 30,000+ Searches and Actions into their apps.
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 free to use for all accounts, up to 300 tool calls per month. This quota is for Zapier MCP only, and does not affect your other Zapier plans. Join the early access list and be the first to hear about updates.
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.