Relate MCP
CRM (Customer Relationship Management)
Use Relate 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 platformSupported actions
Add Contact Entry to List
adds an entry for a contact into a selected list
Add Contact Entry to Process
Adds an entry for a contact into a selected process.
Add Organization Entry to List
Adds an entry for an organization to the selected list
Add Organization Entry to Process
Adds an entry for a organization into a selected process
Create Contact
Creates a Contact
Create Deal
Create a Deal in the workspace
Create Note
Create a Note into selected Organization.
Create Organization
Create an Organization.
Use Relate MCP with any AI assistant
Zapier Relate MCP lets you connect Relate'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 Relate. Select and scope actions to align with your Relate 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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