CRM
Advyzon (via Zapier MCP)
Published by Zapier
Vendor
Advyzon contact and household actions exposed to MCP clients through your Advyzon connection.
Hosting
Remote
Authentication
OAuth
Directory tier
Vendor
What this server supplies
Fields this server can cover in the valuation checklist, and the methods each one drives.
Client households
Drives: Client Value
Client retention score (0-100)
Drives: Quality multiplier
What you approve
- 1.Connect Advyzon inside Zapier with a user who can see the whole book.
- 2.Approve the contact/household read actions.
How your agent connects it
- 1.Add the generated Zapier MCP endpoint to your assistant.
- 2.Ask the agent for household counts and year-over-year household retention.
Your data never leaves your platforms
Your agent reads Advyzon (via Zapier MCP) directly and passes only what the calculation needs. ValuationMCP records the provenance of the source and the calculated outputs — never the underlying practice data. See the Privacy Policy.
Server details, tier and auth mode sourced from the WealthMCP directory.