Moxie MCP
CRM (Customer Relationship Management)
Use Moxie 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
Supported actions
Apply Payment
Apply payment to open invoice
Approve Task
Approve a task and move it from the Client Approval status to the next status in the Kanban
Create Client
Creates a new client record in Hectic
Create & Optionally Send Invoice
Create an invoice for a client and optionally send it via Hectic Mail.
Create Opportunity
Create a new pipeline opportunity
Create or Update Calendar Event
Create or update a calendar event in Moxie
Create Project
Create a project and optionally use a template
Create Task
Create a task in the project management system
Use Moxie MCP with any AI assistant
Zapier Moxie MCP lets you connect Moxie'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 Moxie. Select and scope actions to align with your Moxie 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
