Vitally MCP
CRM (Customer Relationship Management)
Use Vitally 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
Create a Custom Object Instance
Creates a Custom Object Instance in Vitally
Create Message
Creates an Message in Vitally
Create Note
Creates a Note in Vitally
Create NPS Response
Create an NPS response
Create Project From Template
Creates a project in Vitally for the specified template
Add Customer to Segment
Add a customer to a segment
Create Task
Creates a Task in Vitally
Create Track
Creates a new analytics track (charge, click, etc.) in Vitally
Use Vitally MCP with any AI assistant
Zapier Vitally MCP lets you connect Vitally'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 Vitally. Select and scope actions to align with your Vitally 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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