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ServeManager MCP

CRM (Customer Relationship Management)

Use ServeManager 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.

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Learn more about Zapier MCP
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Create company in ServeManager
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ServeManager logoCreate Company

Supported actions

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Create Company

Creates a new company.

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Create Court Case

Creates a Court Case.

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Upload File

Upload a file to an existing job.

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Create Job

Creates a new job.

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Create Note

Create a new note on a job.

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Find Company

Find an existing company.

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Find Court Case

Find an existing court case.

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Find Job

Finds an existing job.

Use ServeManager MCP with any AI assistant

Zapier ServeManager MCP lets you connect ServeManager'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 ServeManager. Select and scope actions to align with your ServeManager workflows.

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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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Integrate Dropbox with ServeManagerIntegrate Dropbox with ServeManager
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Integrate Clio with ServeManagerIntegrate Clio with ServeManager
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Integrate FreshBooks with ServeManagerIntegrate FreshBooks with ServeManager
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Integrate Formstack with ServeManagerIntegrate Formstack with ServeManager
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Integrate Cognito Forms with ServeManagerIntegrate Cognito Forms with ServeManager
Cognito Forms
Forms & Surveys
Integrate Twilio with ServeManagerIntegrate Twilio with ServeManager
Twilio
Phone & SMS
Integrate Mailchimp with ServeManagerIntegrate Mailchimp with ServeManager
Mailchimp
Marketing Automation
Integrate Gravity Forms with ServeManagerIntegrate Gravity Forms with ServeManager
Gravity Forms
Forms & Surveys, WordPress
Integrate Dropbox with ServeManagerIntegrate Dropbox with ServeManager
Dropbox
File Management & Storage
Integrate Formstack with ServeManagerIntegrate Formstack with ServeManager
Formstack
Forms & Surveys
Integrate Cognito Forms with ServeManagerIntegrate Cognito Forms with ServeManager
Cognito Forms
Forms & Surveys
Integrate Twilio with ServeManagerIntegrate Twilio with ServeManager
Twilio
Phone & SMS
Integrate Mailchimp with ServeManagerIntegrate Mailchimp with ServeManager
Mailchimp
Marketing Automation
Integrate Gravity Forms with ServeManagerIntegrate Gravity Forms with ServeManager
Gravity Forms
Forms & Surveys, WordPress
Integrate Dropbox with ServeManagerIntegrate Dropbox with ServeManager
Dropbox
File Management & Storage
Integrate Wave with ServeManagerIntegrate Wave with ServeManager
Wave
Accounting
Integrate Clio with ServeManagerIntegrate Clio with ServeManager
Clio
CRM (Customer Relationship Management)
Integrate FreshBooks with ServeManagerIntegrate FreshBooks with ServeManager
FreshBooks
Accounting

Frequently Asked Questions

What is MCP?
Model Context Protocol allows your AI apps to securely interact with tools. Zapier MCP connects you to Zapier's vast ecosystem of 8,000+ integrations.
Is MCP Secure?
Yes, MCP endpoints include built-in authentication for secure, reliable connections.
How much does Zapier MCP cost?
Zapier MCP is available to all accounts. One MCP tool call uses 2 tasks from your plan's quota.
Find the right Zapier plan
Can I use Zapier MCP with any AI platform?
Zapier MCP seamlessly integrates with platforms like Cursor, Claude, or any other app that supports MCPs.
Can I build on Zapier MCP as a developer?
Absolutely! Zapier MCP lets developers bring Zapier's 30,000+ Searches and Actions into their apps.
Explore documentation
How quickly can I get started?
You can set up your MCP endpoint and start running Actions in minutes.
How can I get a higher quota?
Zapier MCP is available to all accounts. One MCP tool call uses 2 tasks from your plan's quota. You can see your task usage by logging into your Zapier MCP account, and add tasks to your plan anytime.
Explore Zapier plans
Can I use Zapier MCP with my Zapier Enterprise account?
Not out of the box. Zapier MCP doesn't currently support app and action restrictions that may be in place on an Enterprise account. If you're on an Enterprise plan and would like to use Zapier MCP, please reach out to us.