I use Zapier to write data to my CRM, which has added much greater value to my CRM data since the days of MailChimp integration.
I recently discovered Zapier’s MCP, which allows me to ask my AI questions based on data it can pull from my accounts in CRM, MailChimp, Microsoft products, my meeting note taker, LearnDash LMS, the digital certificates I award, and website builder. Great… except I’m not able to read the really rich data that I’ve written to CRM.
I would love to get an answer from this question AI “Pull all the contacts from . Go through the notes since , compare with recent news, recommend a contact most appropriate for my products, and draft an email about .”
The public API only exposes a “Create Contact Note” function (write-only). There’s no corresponding “Get Notes” or “List Notes” function available, either through the standard actions or the raw API endpoint. So notes appear to be something the CRM lets you add via API, but not retrieve.
I know that your product development intentions for 2026 are to improve it to let us get more value from the existing functionality. This issue I am having is a usability issue that falls under that umbrella.
I know it is small ask that would probably have a big impact on the Dev Team, if you were to implement.
However, if you don’t ask…
1 Like
Thanks for reaching out! While we aren’t experts on Zapier’s MCP platform and exactly how it allows you to interact with Less Annoying CRM’s API, you can consult our API documentation to get a full sense of what functions are available. Our Zapier integration allows for creating notes but has no functionality for retrieving notes; the same is not true of our API when being accessed directly (not through the Zapier integration). You can see the available API functionality for notes in our documentation here. We have functions for getting a single note, listing all notes (with parameters to filter/sort the results), or getting all notes for a single contact. Your tooling would need to be able to pass in the right parameters and, of course, to parse and interpret the returned results, but that functionality is available.
I also want to mention, there is a third-party MCP server that was developed by an LACRM user. You can check that out here if you’re interested (it’s also available through our Integrations page). This was not built and is not maintained by the Less Annoying CRM team, so we can’t make promise it works perfectly or anything like that, but if you’re looking at MCP servers that could be a good option for you.
Let me know if you have any questions!
1 Like
Emily
I am not a coder (well, not for the last 30 years) and I don’t want to restart - but I am quite handy with Zapier.
Very helpful to know about that (unsupported) third-party MCP server. I will look into that and report back on my progress.
1 Like
I also am a reformed programmer (since 2003) and I use Zapier to make LACRM even more effective as a dashboard for my business.
Since you mention you’re using AI, I’ve found ChatGPT very helpful in creating Zapier “API Request” calls to access LACRM APIs that aren’t directly exposed - particularly for building the JSON to pass in.
1 Like