Upsales MCP
CRM (Customer Relationship Management)
Use Upsales 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 Appointment
Creates a new appointment on Upsales.
Create Company
Creates a new company on Upsales.
Create Contact
Creates a new contact on Upsales.
New Form Submit
Submits data into a selected Upsales form.
Update Appointment
Updates an appointment on Upsales.
Update Company
Updates a company on Upsales.
Update Contact
Updates a contact on Upsales.
Find a Company
Search for company on Upsales.
Use Upsales MCP with any AI assistant
Zapier Upsales MCP lets you connect Upsales'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 Upsales. Select and scope actions to align with your Upsales 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
