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.
Try in any AI platform
Supported actions
Create Company
Creates a new company.
Create Court Case
Creates a Court Case.
Upload File
Upload a file to an existing job.
Create Job
Creates a new job.
Create Note
Create a new note on a job.
Find Company
Find an existing company.
Find Court Case
Find an existing court case.
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.
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
