Redtail CRM MCP
CRM (Customer Relationship Management)
Use Redtail CRM 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 Activity
Creates a new activity in your database.
Create Contact
Creates a new contact in your database.
Create Opportunity
Creates a new opportunity in your database.
Update Activity
Updates and existing activity in your database.
Update Contact
Updates an existing contact in your database.
Update Opportunity
Updates an existing opportunity in your database.
Use Redtail CRM MCP with any AI assistant
Zapier Redtail CRM MCP lets you connect Redtail CRM'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 Redtail CRM. Select and scope actions to align with your Redtail CRM 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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