CRM
Advyzon (via Zapier MCP)
Published by Zapier
Advyzon contact and household actions exposed to MCP clients through your Advyzon connection.
Remote
OAuth
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.
Figures, not records
Your agent reads Advyzon (via Zapier MCP) directly and passes only the figures the valuation needs. Those numbers are stored on your practice record alongside their provenance and the calculated outputs. The statements, exports, position data and CRM records behind them stay in your platforms, and ValuationMCP never holds your platform credentials. See the Privacy Policy.
Server details, tier and auth mode sourced from the WealthMCP directory.