OpenCRM MCP
CRM (Customer Relationship Management)
Use OpenCRM 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
New/Update Activity
Create or update an Activity in your OpenCRM system.
New/Update Company
Create or update a new company in your OpenCRM system.
New/Update Contact
Create or update a Contact in your OpenCRM system.
New/Update Lead
Create or update a Lead in your OpenCRM system.
New/Update Opportunity
Create or update an Opportunity in your OpenCRM system.
Use OpenCRM MCP with any AI assistant
Zapier OpenCRM MCP lets you connect OpenCRM'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 OpenCRM. Select and scope actions to align with your OpenCRM 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.
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