OrbisX MCP
CRM (Customer Relationship Management)
Use OrbisX 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
Create Client
Creates a new client.
Create Event
Creates a new event.
Create Expense
Creates a new expense.
Create Journal Entry
Creates a journal entry in the system
Create Lead
Creates a new lead.
Save Client Communication
Saves email or SMS content to a client profile
Update Lead
Updates a new lead
Find Clients
Finds a Client in OrbisX
Use OrbisX MCP with any AI assistant
Zapier OrbisX MCP lets you connect OrbisX'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 OrbisX. Select and scope actions to align with your OrbisX 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
