CRM
Redtail CRM (via Zapier MCP)
Published by Zapier
Redtail has no native MCP server; Zapier's hosted endpoint exposes Redtail contacts, activities and notes as MCP tools.
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
Client demographics score (0-100)
Drives: Quality multiplier
What you approve
- 1.Sign in to Zapier and connect your Redtail account (Redtail API access must be enabled for your user).
- 2.Approve read scope for Contacts and Activities on the Zapier connection.
- 3.Generate the private Zapier MCP endpoint URL for that connection.
How your agent connects it
- 1.Add the Zapier MCP endpoint to your assistant — it carries the Redtail auth, no key is pasted into chat.
- 2.Ask the agent for contact counts by status and the birth-year distribution.
Figures, not records
Your agent reads Redtail CRM (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.