Integration & MCP for Moxie
Integrate and automate your Moxie workflows across 2,580 tools. Take full control—use your favorite LLM to orchestrate Moxie and make your data and tools truly work for you, not the other way around.
Process Management
Transform Customer Support with Moxie MCP
Integrating Moxie via Boost.space removes operational barriers by centralizing communication, ticket tracking, and analytics, thereby streamlining customer support workflows. This integration empowers customer support teams to deliver exceptional support and improve customer satisfaction effortlessly. Additionally, by centralizing and automating data management, businesses become better prepared for true AI-readiness, paving the way for advanced analytics and improved decision-making.
Supported MCP tools
Connect insights. Empower action. With MCP, Moxie becomes the engine for truly collaborative work.
Can play scenarios
Can list scenarios
So you can execute these actions with Moxie MCP:
Watch events
Gets instant notifications about new events.
Apply a payment to an invoice
Applies a payment to an open invoice within Moxie.
Approve a deliverable
Approves a deliverable that is in Client Workflow status.
Create an expense
Creates an expense in the Moxie accounting records and optionally associates with a client and vendor record.
Create a client
Creates a new client record in the CRM.
Create a contact
Creates a new contact record in the Moxie CRM and optionally associates the contact with a client record.
Create a form submission
Creates a new form submission in the Moxie CRM which can optionally be attached to a Form Template or create an opportunity in the Sales Pipeline.
Create an invoice
Creates an invoice record in the Moxie CRM with supplied line items. The invoice can optionally be sent using a pre-configured email template and dynamic contact list.
Create an opportunity
Creates a new opportunity in the sales pipeline.
Create a project
Creates a new project in the Moxie CRM.
Create a task
Creates a task in the project management system.
Create a ticket
Creates a new ticket
Create a time entry
Creates a new time entry record in the workspace.
Make an api call
Performs an arbitrary authorized API call.
List clients
Lists all clients in the Moxie workspace.
List workspace users
Lists all users and permissions in the Moxie workspace.
Search clients
Searches clients by name or contact information.
Search contacts
Searches contacts in the workspace by first name, last name or email.
Search payable invoices
Finds invoices in the CRM that are currently in a payable state.
Search projects
Searches for active projects.
How to use MCP with Moxie
Create scenario with on-demand trigger
Generate your MCP API Key
Insert MCP API Key in your favourite LLM in instructions
Boost.space MCP delivers significant benefits when integrating Moxie by centralizing essential customer support workflows, which enhances efficiency and improves customer satisfaction. By consolidating communication channels, this integration ensures all customer interactions are captured and easily accessible, reducing the likelihood of missed messages or delayed responses. The automation of ticket tracking streamlines the support process, allowing teams to prioritize and resolve issues faster and more efficiently.Leveraging AI-powered analytics, Boost.space provides insightful data on customer interactions, enabling support teams to identify recurring issues and improve service quality proactively. This integration facilitates unique workflows by automatically assigning and categorizing tickets based on predefined criteria, allowing support teams to focus on critical tasks. Additionally, the integration supports seamless data synchronization between Moxie and thousands of other applications, ensuring a cohesive and comprehensive view of customer data across all platforms, ultimately leading to enhanced collaboration and better-informed decision-making.
