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Zapier Integration Setup and Adding Tools

Updated this week

To connect to Zapier you must first set up an MCP in the Zapier Platform, please follow the steps below - and navigate to the Zapier AI Page.

Zapier Integration: Set up MCP and add tools

What you’ll do

  1. Navigate to the Integration Setup in Hatz

  2. Create a Zapier MCP server and generate an endpoint URL (with token).

  3. Paste that URL into Hatz to connect.

  4. Add “tools” (Zapier actions) to the MCP server so Hatz can call them.

Part 1 — Open the Zapier Integration

  1. Open Hatz - Workshop Tab - Integrations

    • Available Integrations - Click View All

2. Locate Zapier and click "Add"

Part 2 — Create a Zapier MCP server endpoint

  1. Open Zapier AI / MCP setup

    • In Zapier, go to the Zapier AI page.

    • Click Set up MCP.

  2. Choose your client

  3. Open the MCP server generator

  4. Create a new MCP server

    • Click + New MCP Server.

    • In MCP Client, select Other.

    • In Name, enter a descriptive server name (example: “Hatz – Team Tools”).

    • Click Create MCP Server.

5. Generate a token and copy the server URL

  • In the top menu, open the Connect tab.

  • Click Generate Token.

  • Copy the URL with token (Zapier typically labels this as option 2).

Security note: Your MCP server URL (with token) is effectively a secret. Anyone with it may be able to run actions and access connected data. Don’t share it.

Part 3— Connect Zapier MCP to Hatz

  1. Navigate back to the Zapier Integration in Hatz

  2. Paste the URL with token you copied from Zapier.

  3. Click Connect. Confirm the connection succeeds.

Part 4 — Add tools (Zapier actions) to your MCP server

To make actions available to Hatz, you add them from the MCP server’s Configure page in Zapier.

How to add tools to Zapier MCP

  1. Open your Zapier MCP server

    • Go to the MCP home (from your link/article, this is the Zapier MCP area).

    • In the left sidebar, select the server you want to edit.

    • This opens the server’s Configure tab/page.

2. Click “+ Add tool”

  • Select + Add tool to start adding a new capability your AI can use.

3. Choose the app

  • Search for and select the app (e.g., Gmail, Slack, Google Sheets, Zoom).

4. Choose the action (this becomes the “tool”)

  • Pick the specific action you want your AI to be able to run (example: “Send Channel Message”, “Create Spreadsheet Row”, etc.).

  • Optionally, choose Add all tools if you want to expose every available action for that app to your client (broader access, less restrictive).

5. Select / create the app connection

  • Choose an existing authenticated connection from the dropdown, or create a new one via the Settings (gear) icon.

  • Note: if you already set up other tools for that same app, Zapier may already have the connection ready.

6. Configure required (and optional) fields

  • Fill in any required fields for that action.

  • Zapier MCP lets you control how fields are filled, for example:

    • set a fixed value,

    • let AI choose a value,

    • or give AI a list of allowed values.

  • To see optional inputs, click Show all options.

Once saved, the tool becomes available to your Hatz client through that MCP server.

How to view connected tools

Open the integration page. Under Zapier MCP Connection, the connection status will show as Reachable, and any configured tools will be listed there.

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