Redtail has no native MCP server; Zapier's hosted MCP endpoint exposes Redtail contacts, activities and notes as tools using your own Redtail credentials.
This listing does not publish a public endpoint or install command yet. Open the vendor documentation above for access details, then follow the general steps in our connection guide.
Step 2
Authenticate with OAuth
Your client opens a browser sign-in with the vendor. Approve only the scopes you need, and use a read-only account first when the platform offers one.
Step 3
Verify, then widen access
Restart your client, confirm the server's tools appear, and run one read-only question first. Keep client-side approval prompts on for any tool that can write, trade or send. Confirm with your firm's compliance policy before connecting systems holding client data.
Read-only: using firm-intelligence and CRM tools, build a shortlist of up to 25 prospects matching <ideal client profile: AUM band, location, niche>. Exclude anyone already in CRM as a client or active opportunity. Return a table of Name / Firm / Why they fit / Source tool / CRM status. Do not create, update or enrich any CRM record, and do not send outreach. Flag any record where the data looks stale or unverified.
Guardrail · Read-only. Verify prospect data at the source before any outreach.
Read-only: assemble a one-page brief on <firm or prospect name> by combining two sources — pull size, services, custodian and platform footprint and recent public news from the firm-intelligence tools, then pull our own history with them from CRM (prior contacts, referral source, related households, open opportunities). Show a Fact / Source tool / Date table and a short 'what we already know internally' section. Cite the tool and URL behind every external claim and mark anything you could not verify as 'unverified' rather than guessing. Do not write to CRM or contact anyone.
Guardrail · Read-only. Treat unverified items as leads to confirm, not facts.
Campaign performance review (no changes)
A plain-English read on what's working, with recommendations only.
Read-only: summarise the last 30 days of ad performance across my connected marketing platforms — spend, leads, cost per lead and trend by campaign — then match those leads against CRM to show which ones became qualified opportunities and their stage. Report cost per lead alongside cost per qualified opportunity by campaign, and name any campaign where platform-reported leads do not appear in CRM at all. Recommend up to five changes ranked by expected impact, but do not pause, edit, create or fund any campaign and do not update CRM.
Guardrail · Read-only. Never let a tool change budgets or campaign state automatically.
