AdviserLogic Fact Finder MCP

CRM (Customer Relationship Management)

Use AdviserLogic Fact Finder 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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Client basic information in AdviserLogic Fact Finder

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Client Basic Information

Supported actions

Client Basic Information

Add/Edit Basic information of client in AdviserLogic Application

Add Dependants Details

To add Dependants under client

Add Entities

To add Entities under client

Add Expense

To add Expense under client

Add Health Details

Add Health Details under Fact Finder

Add Income

To add Income under client

Add Insurance

To add Insurance under client

Add Superfund

To add Superfund under client

Use AdviserLogic Fact Finder MCP with any AI assistant

Zapier AdviserLogic Fact Finder MCP lets you connect AdviserLogic Fact Finder'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 AdviserLogic Fact Finder. Select and scope actions to align with your AdviserLogic Fact Finder 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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Google Sheets

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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.
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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.
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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.
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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.