Wise Agent CRM MCP

CRM (Customer Relationship Management)

Use Wise Agent CRM 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

Try code-free in Zapier Agents

Learn more about Zapier MCP

Zapier Agent Today

What can I help you with?

You Today

Get lead/contact by id in Wise Agent CRM

Zapier Agent Today

Sure thing, I'll get right on it!

Action in progress...

Get Lead/Contact by ID

Supported actions

Get Lead/Contact by ID

Retrieves lead/contact by ID

Add/Update Lead/Contact

Adds or updates a lead.

Use Wise Agent CRM MCP with any AI assistant

Zapier Wise Agent CRM MCP lets you connect Wise Agent CRM'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 Wise Agent CRM. Select and scope actions to align with your Wise Agent CRM 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

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CRM (Customer Relationship Management)

WPForms

Forms & Surveys, WordPress

Gravity Forms

Forms & Surveys, WordPress

Showcase IDX

CRM (Customer Relationship Management)

Google Forms

Forms & Surveys, Google

Cloud Attract

CRM (Customer Relationship Management)

Curb Hero

CRM (Customer Relationship Management)

WPForms

Forms & Surveys, WordPress

Gravity Forms

Forms & Surveys, WordPress

Showcase IDX

CRM (Customer Relationship Management)

Google Forms

Forms & Surveys, Google

Manychat

Social Media Marketing

Jotform

Forms & Surveys

Google Forms (Legacy)

Forms & Surveys, Google

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 free to use for all accounts, up to 300 tool calls per month. This quota is for Zapier MCP only, and does not affect your other Zapier plans.

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 l build on Zapier MCP as a developer?

Absolutely! Zapier MCP lets developers bring Zapier's 30,000+ Searches and Actions into their apps.

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 free to use for all accounts, up to 300 tool calls per month. This quota is for Zapier MCP only, and does not affect your other Zapier plans. Join the early access list and be the first to hear about updates.

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.