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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.

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Create a custom object instance in Vitally
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Vitally logoCreate a Custom Object Instance

Supported actions

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Create a Custom Object Instance

Creates a Custom Object Instance in Vitally

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Create Message

Creates an Message in Vitally

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Create Note

Creates a Note in Vitally

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Create NPS Response

Create an NPS response

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Create Project From Template

Creates a project in Vitally for the specified template

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Add Customer to Segment

Add a customer to a segment

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Create Task

Creates a Task in Vitally

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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.

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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

Other apps that integrate with Zapier MCP

Google Sheets
Google, Spreadsheets
Integrate Gong with VitallyIntegrate Gong with Vitally
Gong
CRM (Customer Relationship Management)
Integrate Calendly with VitallyIntegrate Calendly with Vitally
Calendly
Scheduling & Booking
Integrate Salesforce with VitallyIntegrate Salesforce with Vitally
Salesforce
CRM (Customer Relationship Management)
Integrate Typeform with VitallyIntegrate Typeform with Vitally
Typeform
Forms & Surveys
Integrate Intercom with VitallyIntegrate Intercom with Vitally
Intercom
Customer Support
Integrate Jira Software Cloud with VitallyIntegrate Jira Software Cloud with Vitally
Jira Software Cloud
Project Management
Integrate Slack with VitallyIntegrate Slack with Vitally
Slack
Team Chat
Integrate monday.com with VitallyIntegrate monday.com with Vitally
monday.com
Project Management
Integrate Google Sheets with VitallyIntegrate Google Sheets with Vitally
Google Sheets
Google, Spreadsheets
Integrate Gong with VitallyIntegrate Gong with Vitally
Gong
CRM (Customer Relationship Management)
Integrate Calendly with VitallyIntegrate Calendly with Vitally
Calendly
Scheduling & Booking
Integrate Salesforce with VitallyIntegrate Salesforce with Vitally
Salesforce
CRM (Customer Relationship Management)
Integrate Typeform with VitallyIntegrate Typeform with Vitally
Typeform
Forms & Surveys
Integrate Intercom with VitallyIntegrate Intercom with Vitally
Intercom
Customer Support
Integrate Google Sheets with VitallyIntegrate Google Sheets with Vitally
Google Sheets
Google, Spreadsheets
Integrate Gong with VitallyIntegrate Gong with Vitally
Gong
CRM (Customer Relationship Management)
Integrate Calendly with VitallyIntegrate Calendly with Vitally
Calendly
Scheduling & Booking
Integrate Salesforce with VitallyIntegrate Salesforce with Vitally
Salesforce
CRM (Customer Relationship Management)
Integrate Typeform with VitallyIntegrate Typeform with Vitally
Typeform
Forms & Surveys
Integrate Intercom with VitallyIntegrate Intercom with Vitally
Intercom
Customer Support
Integrate Jira Software Cloud with VitallyIntegrate Jira Software Cloud with Vitally
Jira Software Cloud
Project Management
Integrate Slack with VitallyIntegrate Slack with Vitally
Slack
Team Chat
Integrate monday.com with VitallyIntegrate monday.com with Vitally
monday.com
Project Management

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.