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InvestorBase MCP

CRM (Customer Relationship Management)

Use InvestorBase 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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Action: add a buyer to your buyers list in InvestorBase
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InvestorBase logoAction: Add a Buyer to Your Buyers List

Supported actions

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Action: Add a Buyer to Your Buyers List

Connect to your buyers list and add a new buyer

Use InvestorBase MCP with any AI assistant

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

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Integrate LeadConnector with InvestorBaseIntegrate LeadConnector with InvestorBase
LeadConnector
Marketing Automation
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REsimpli 3.0
CRM (Customer Relationship Management)
Integrate Podio with InvestorBaseIntegrate Podio with InvestorBase
Podio
Project Management
Integrate Salesforce with InvestorBaseIntegrate Salesforce with InvestorBase
Salesforce
CRM (Customer Relationship Management)
Integrate Google Sheets with InvestorBaseIntegrate Google Sheets with InvestorBase
Google Sheets
Google, Spreadsheets
Integrate Follow Up Boss with InvestorBaseIntegrate Follow Up Boss with InvestorBase
Follow Up Boss
CRM (Customer Relationship Management)
Integrate LeadConnector with InvestorBaseIntegrate LeadConnector with InvestorBase
LeadConnector
Marketing Automation
Integrate REsimpli 3.0 with InvestorBaseIntegrate REsimpli 3.0 with InvestorBase
REsimpli 3.0
CRM (Customer Relationship Management)
Integrate Podio with InvestorBaseIntegrate Podio with InvestorBase
Podio
Project Management
Integrate Salesforce with InvestorBaseIntegrate Salesforce with InvestorBase
Salesforce
CRM (Customer Relationship Management)
Integrate Google Sheets with InvestorBaseIntegrate Google Sheets with InvestorBase
Google Sheets
Google, Spreadsheets
Integrate Follow Up Boss with InvestorBaseIntegrate Follow Up Boss with InvestorBase
Follow Up Boss
CRM (Customer Relationship Management)
Integrate Gmail with InvestorBaseIntegrate Gmail with InvestorBase
Gmail
Email, Google
Integrate monday.com with InvestorBaseIntegrate monday.com with InvestorBase
monday.com
Project Management
Integrate InvestorLift with InvestorBaseIntegrate InvestorLift with InvestorBase
InvestorLift
Sales & CRM

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.