Minz.ai connector for Claude and ChatGPT
Catalog version 1.1.0 · Server https://mcp.minz.ai/mcp
The Minz.ai connector lets Claude and ChatGPT read data from your Minz.ai workspace: CRM, pipeline, calendar, tasks, activities and MinzSpend expenses. Ask in plain language and the assistant looks the data up and summarizes it in the conversation.
- Read-only. The connector never creates, changes or deletes data.
- Your permissions only. Results follow your current workspace membership, sharing rules and Spend permissions.
- One workspace per connection. You choose it when you connect.
Before you connect
- A Minz.ai account that is an active member of at least one workspace.
- Claude (web, desktop or mobile), or ChatGPT with connector support. In ChatGPT, turn on Developer mode if Minz.ai is not listed in its directory.
Connect in Claude
- Open Settings → Connectors. Pick Minz.ai from the directory, or choose Add custom connector and paste
https://mcp.minz.ai/mcp. - Select Connect and sign in to Minz.ai.
- If you belong to several workspaces, choose the one to connect.
- Review the requested read-only scopes and select Allow access. You return to Claude with the connector connected.
- In a conversation, enable Minz.ai from the tools menu and ask your question.
Connect in ChatGPT
- Open Settings → Apps & Connectors. If Minz.ai is not listed, turn on Advanced settings → Developer mode and choose Create.
- Enter the name Minz.ai and the URL
https://mcp.minz.ai/mcp, choose OAuth and leave Client ID and Secret empty. - Sign in, choose the workspace and select Allow access.
Example prompts
- “Summarize my current sales pipeline and flag deals expected to close this month.”
- “Before my call with Acme, show their contacts, open deals and recent activities.”
- “What meetings do I have this week, and which of my tasks are overdue?”
- “List the expenses I submitted in September and their approval status.”
What the connector can read
Each call returns a limited number of rows, so for large lists the assistant may see only part of the result; ask a narrower question when you need a complete list. This list is generated from the connector's own catalog.
Search CRM deals
Search deals visible to the current user in the current workspace.
- Tool name
crm_deals_search- Returns
- title, stage, value, close date, currency, contact name, account name
- Rows per call
- Up to 20
- Completeness
- Reports the full number of matches. Results can be partial when there are more matches than rows.
- Scope
crm.deals.read
Search CRM contacts
Search contacts visible to the current user in the current workspace.
- Tool name
crm_contacts_search- Returns
- name, title, email, phone, account name
- Rows per call
- Up to 8
- Completeness
- Does not report a total. Results can be partial when there are more matches than rows.
- Scope
crm.contacts.read
Summarize sales pipeline
Return the Core-computed pipeline aggregate for the current workspace.
- Tool name
crm_pipeline_summary- Returns
- totals by stage, total value, deal count, excluded stages
- Completeness
- Reports the full number of matches.
- Scope
crm.pipeline.read
Get deal history
Read the bounded history projection for one visible deal.
- Tool name
crm_deals_history- Returns
- deal, deal context, recent history, activity insights
- Rows per call
- Up to 10
- Completeness
- Does not report a total. Results can be partial when there are more matches than rows.
- Scope
crm.deals.read
Search CRM leads
Search leads visible to the delegated user and return only bounded business fields; lead name, email, and phone are excluded.
- Tool name
crm_leads_search- Returns
- company, status
- Never returned
- name, email, phone, source, notes, custom fields, organization, linked contact, converted deal
- Rows per call
- Up to 20
- Completeness
- Reports the full number of matches. Results can be partial when there are more matches than rows.
- Scope
crm.leads.read
Search CRM accounts
Search CRM accounts visible to the delegated user and return bounded public business metadata.
- Tool name
crm_accounts_search- Returns
- name, industry, website
- Never returned
- notes, custom fields, research report, address
- Rows per call
- Up to 8
- Completeness
- Does not report a total. Results can be partial when there are more matches than rows.
- Scope
crm.accounts.read
Search calendar events
Search bounded native calendar event rows visible to the delegated user.
- Tool name
general_calendar_search- Returns
- title, start time, end time, all-day flag, private-event flag
- Never returned
- description, location, meeting link, attendees, links, metadata
- Rows per call
- Up to 50
- Completeness
- Does not report a total. Results can be partial when there are more matches than rows.
- Scope
general.calendar.read
Search tasks
Search tasks visible to the delegated user, including personal-task privacy rules.
- Tool name
general_tasks_search- Returns
- title, status, priority, due date, linked deal, linked contact
- Never returned
- description, custom fields, watchers, cowork settings, subtasks
- Rows per call
- Up to 50
- Completeness
- Does not report a total. Results can be partial when there are more matches than rows.
- Scope
general.tasks.read
Search activities
Search bounded activities visible to the delegated user.
- Tool name
general_activities_search- Returns
- type, title, completion date, linked deal, linked contact
- Never returned
- notes, custom fields, organization
- Rows per call
- Up to 20
- Completeness
- Does not report a total. Results can be partial when there are more matches than rows.
- Scope
general.activities.read
Search expenses
Search MinzSpend expense records visible to the verified user. The default mine scope includes self and currently authorized proxy records; all is restricted to users with Spend team-view, control, or admin access.
- Tool name
finance_expenses_search- Returns
- owner, purpose, vendor name, category, status, amount, currency, invoice date, creation date
- Never returned
- receipt and attachment data, invoice identifiers and metadata, tax fields, exchange-rate snapshots, notes
- Rows per call
- Up to 20
- Completeness
- Reports the full number of matches. Results can be partial when there are more matches than rows.
- Scope
finance.expenses.read
Search expense reports
Search MinzSpend expense settlement and reimbursement reports. These are expense reports, not P&L, general-ledger, or other accounting statements. The default mine scope includes self and currently authorized proxy records; all is restricted to users with Spend team-view, control, or admin access.
- Tool name
finance_reports_search- Returns
- owner, title, kind, status, creation date, number of expenses
- Never returned
- receipt and attachment data, advance and expense details, cash references and notes, tax fields, exchange rates and money totals
- Rows per call
- Up to 20
- Completeness
- Reports the full number of matches. Results can be partial when there are more matches than rows.
- Scope
finance.reports.read
Permissions and data
- You choose the workspace and approve read-only scopes when you connect.
- Minz.ai does not receive your conversations with Claude or ChatGPT, only the lookup requests the assistant sends to the connector. Data returned to the assistant is processed under that provider's own policies.
- Access tokens are valid for one hour and refresh automatically; a connection expires after 30 days without use.
- See the Minz.ai Privacy Policy.
Disconnect
- In Claude or ChatGPT, open the connector settings and choose Disconnect, or remove the connector.
- Access also stops when you leave the workspace or your account is deactivated.
- To have access revoked immediately on the Minz.ai side, email support@minz.ai.
Troubleshooting
- The sign-in page does not open: allow pop-ups from claude.ai or chatgpt.com, or turn off tracker blocking (such as Brave Shields) for minz.ai, then try again.
- The assistant finds no data: check that you connected the right workspace; to switch, disconnect and connect again.
- Results look incomplete: ask a narrower question, by customer, stage or date range.
- Support: support@minz.ai