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Offri MCP

Proposal & Invoice Management

Use Offri 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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Create contact in Offri
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Offri logoCreate Contact

Supported actions

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Create Contact

Creates a contact.

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Create Contact Person

Creates a contact person under a contact

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Create Proposal

Creates a proposal, optionally from a template.

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Find and Create/Update Contact

Finds and updates a Contact, optionally creates one if it doesn't exist

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Find and Create/Update Contact Person

Finds and updates a Contact Person, optionally creates one if it doesn't exist

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Remove Contact

Removes a contact.

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Remove Contact Person

Removes a contact person under a contact

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Update Contact

Updates a contact.

Use Offri MCP with any AI assistant

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

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CRM (Customer Relationship Management)
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Accounting
Integrate Moneybird with OffriIntegrate Moneybird with Offri
Moneybird
Accounting
Integrate Teamleader Focus with OffriIntegrate Teamleader Focus with Offri
Teamleader Focus
CRM (Customer Relationship Management)
Integrate Trello with OffriIntegrate Trello with Offri
Trello
Project Management
Integrate Microsoft SharePoint with OffriIntegrate Microsoft SharePoint with Offri
Microsoft SharePoint
Microsoft, Team Collaboration
Integrate Slack with OffriIntegrate Slack with Offri
Slack
Team Chat
Integrate LeadConnector with OffriIntegrate LeadConnector with Offri
LeadConnector
Marketing Automation
Integrate HubSpot with OffriIntegrate HubSpot with Offri
HubSpot
Marketing Automation
Integrate Pipedrive with OffriIntegrate Pipedrive with Offri
Pipedrive
CRM (Customer Relationship Management)
Integrate Exact Online with OffriIntegrate Exact Online with Offri
Exact Online
Accounting
Integrate Moneybird with OffriIntegrate Moneybird with Offri
Moneybird
Accounting
Integrate Teamleader Focus with OffriIntegrate Teamleader Focus with Offri
Teamleader Focus
CRM (Customer Relationship Management)
Integrate Trello with OffriIntegrate Trello with Offri
Trello
Project Management
Integrate HubSpot with OffriIntegrate HubSpot with Offri
HubSpot
Marketing Automation
Integrate Pipedrive with OffriIntegrate Pipedrive with Offri
Pipedrive
CRM (Customer Relationship Management)
Integrate Exact Online with OffriIntegrate Exact Online with Offri
Exact Online
Accounting
Integrate Moneybird with OffriIntegrate Moneybird with Offri
Moneybird
Accounting
Integrate Teamleader Focus with OffriIntegrate Teamleader Focus with Offri
Teamleader Focus
CRM (Customer Relationship Management)
Integrate Trello with OffriIntegrate Trello with Offri
Trello
Project Management
Integrate Microsoft SharePoint with OffriIntegrate Microsoft SharePoint with Offri
Microsoft SharePoint
Microsoft, Team Collaboration
Integrate Slack with OffriIntegrate Slack with Offri
Slack
Team Chat
Integrate LeadConnector with OffriIntegrate LeadConnector with Offri
LeadConnector
Marketing Automation

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 9,000+ 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.