Let agents use your other apps through Zapier
Connect your own Zapier account and your Claude agents can read from and act in the apps you link there, such as spreadsheets, chat and email.
Zapier links thousands of apps. Connect your own Zapier account and your Claude agents can use the apps you allow there: read a spreadsheet, post a message, start one of your Zaps. You choose which actions they get on Zapier's site.
Zapier reaches your agents as an MCP server (an add-on tool server that gives agents extra tools), which is why some labels below say MCP.
Connect Zapier#
Sign in at mcp.zapier.app (a free Zapier account works) and create a server.
On Zapier's page, add the app actions you want agents to have.
Copy the server address Zapier gives you.
In Yardmaster, open Settings > Channels and expand Zapier.
Turn on Zapier Integration and paste the address into Zapier MCP Server URL.
Start a new Claude session and ask for something that uses one of those apps.
Sessions that are already running pick up Zapier the next time they start. Your sign-ins to each app stay with Zapier; Yardmaster never sees them.
Keep the address private#
The server address is the key to your Zapier server: anyone who has it can use the actions you allowed. Yardmaster keeps it in its settings on this computer. It is not encrypted there, but Yardmaster leaves it out of settings exports and never hands it out through the control server or to a paired phone. Do not paste it into a chat or a shared document.
If the address leaks, delete the server on Zapier's site and create a new one.
Choose which sessions get Zapier#
The switch turns Zapier on for every new session. You can change that for one project or one session:
One project: right-click the project, choose Edit Project, click More options and use MCP tools.
One session: open the session's menu (the three dots above the conversation) and choose MCP servers. The change applies the next time the session starts.
Turn Zapier off#
Turn off Zapier Integration, and clear the address if you no longer need it. New sessions no longer get Zapier. To shut access off completely, delete the server on Zapier's site.
Search sessions skip it. Yardmaster's own search and ask sessions, and sessions in The Vault (your notes), never get Zapier.
Events from other services. To have a service send messages into Yardmaster, see webhooks.
Fathom. The built-in Fathom meeting notes connection was removed from Yardmaster. If an app you use is on Zapier, you can give agents its actions this way.
When agents ask. See how much agents do on their own.
Related
- Control Yardmaster from scripts (CLI API)Yardmaster answers commands from programs on this computer at 127.0.0.1:19519. A secret token unlocks them, so treat it like a password.
- Attach files and imagesGive the agent a screenshot, a PDF, a spreadsheet or a long piece of text by attaching it to your message.