RiskAdvisor MCP
CRM (Customer Relationship Management)
Use RiskAdvisor 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 client
Create Driver
Adds a driver to a Risk Profile.
Add Notes
Adds notes to a Risk Profile.
Create Risk Profile
Creates a risk profile
Create Vehicle
Adds a vehicle to a Risk Profile.
Find Client
Finds a client.
Find Policy
Finds a policy.
Find Risk Profile
Finds a risk profile.
Use RiskAdvisor MCP with any AI assistant
Zapier RiskAdvisor MCP lets you connect RiskAdvisor'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 RiskAdvisor. Select and scope actions to align with your RiskAdvisor 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
