Integration & MCP for Surense
Integrate and automate your Surense workflows across 2,580 tools. Take full control—use your favorite LLM to orchestrate Surense and make your data and tools truly work for you, not the other way around.
Process Management
Surense MCP Revolutionizes Data-Driven Business Operations
Connecting Surense via MCP centralizes data, which removes operational barriers by streamlining processes and facilitating collaboration across teams. This integration empowers industries by automating workflows and aggregating vital data into a single database, enabling more efficient analysis. By providing a solid foundation for data-driven decision-making, it prepares businesses for true AI-readiness.
Supported MCP tools
Connect insights. Empower action. With MCP, Surense becomes the engine for truly collaborative work.
Can play scenarios
Can list scenarios
So you can execute these actions with Surense MCP:
Create activity
Create an activity
Create customer
Create a new customer
Create data proxies url
Create a URL for data proxies approval
Upload document
Upload Document
Create lead
Create a lead
Create meeting
Create a new meeting
Create meeting summary
Create a meeting summary
Create related customer
Create Related Customer
Create report
Create a customer's report
Create workflow
Create Workflow
Delete contacts
Delete Contacts
Delete customers
Delete a customer
Delete employers
Delete Employers
Delete leads
Delete Leads
Delete meetings
Delete Meetings
Delete workflows
Delete Workflows
Download har bituach
Download Har Bituach
Get customer
Get Customer
Get lead
Get a lead by identifier
Get meeting
Get Meeting
Get workflow
Get Workflow
Upload har habituah file
Upload Har HaBituah File
Send meeting summary
Send a meeting summary
Send report
Send a report the the customer
Submit swiftness e9100 event
Submit a swiftness e9100 event
Make an api call
Performs an arbitrary authorized API call.
Update contact
Update a contact
Update customer
Update Customer
Update lead
Update a lead
Update meeting
Update a meeting
Update workflow
Update a workflow
Get customer portfolio history
Get Customer Portfolio History
Search contacts
Search Contacts
Search customers
Search Customers
Search customers having birthdays today
Search for all the customers who have a birthday today
Search employers
Search Employers
Search leads
Search Leads
Search meetings
Search Meetings
Search workflows
Search workflows
How to use MCP with Surense
Create scenario with on-demand trigger
Generate your MCP API Key
Insert MCP API Key in your favourite LLM in instructions
Boost.space MCP offers key benefits for Surense integration by centralizing and automating business processes. It consolidates Surense data with other IT tools into central databases, providing a unified data repository that enhances team collaboration and data-driven decision-making. Unique workflows can be established to automate routine tasks, reducing manual efforts and improving efficiency. Automated actions, such as real-time data synchronization and notification triggers, streamline operations considerably. Furthermore, the integration is enhanced with AI-powered analytics, offering predictive insights and comprehensive data stories that facilitate strategic planning. This not only optimizes resource management but also empowers organizations to swiftly adapt to market changes using integrated, AI-enhanced data insights.
