Minz.ai connector for Claude and ChatGPT

Catalog version 1.9.0 · Server https://mcp-staging.minz.ai/mcp

The Minz.ai connector lets Claude and ChatGPT read data from your Minz.ai workspace: CRM, pipeline, calendar, tasks, activities, cases, OKRs and MinzSpend expenses. Ask in plain language and the assistant looks the data up and summarizes it in the conversation.

Let your AI agent install it. In Claude Code or Codex, tell the agent: “Install the Minz.ai connector by following https://mcp-staging.minz.ai/docs.md”. It runs the commands; you only sign in to Minz.ai in the browser and select Allow access.

Before you connect

Connect in Claude

  1. Open Settings → Connectors. Pick Minz.ai from the directory, or choose Add custom connector and paste https://mcp-staging.minz.ai/mcp.
  2. Select Connect and sign in to Minz.ai.
  3. If you belong to several workspaces, choose the one to connect.
  4. Review the requested read-only scopes and select Allow access. You return to Claude with the connector connected.
  5. In a conversation, enable Minz.ai from the tools menu and ask your question.

Connect in ChatGPT

  1. Open Settings → Apps & Connectors. If Minz.ai is not listed, turn on Advanced settings → Developer mode and choose Create.
  2. Enter the name Minz.ai and the URL https://mcp-staging.minz.ai/mcp, choose OAuth and leave Client ID and Secret empty.
  3. Sign in, choose the workspace and select Allow access.

Connect in Claude Code or Codex

Run one command, then sign in when the browser opens:

claude mcp add --transport http --scope user minz https://mcp-staging.minz.ai/mcp
# then in Claude Code: /mcp → minz → Authenticate

codex mcp add minz --url https://mcp-staging.minz.ai/mcp
codex mcp login minz

Or let an agent do it for you with the callout above.

Plugins with ready-made skills (optional)

Plugins add skills such as call preparation, pipeline review, your week and expense review. Install the connector first; the plugins are read-only and need it.

Example prompts

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.

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

List sales pipelines

List sales pipelines visible to the current user with stage names and visible open-deal counts.

Tool name
crm_pipelines_list
Returns
name, is default, scope, team, stage count, stages (names, max 30), deal count
Never returned
team node id, stage ids, stage probabilities
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.pipelines.read

Check pipeline health

Report visible open-deal pipeline health: counts of stale, stuck and soon-to-close deals with the top 10 of each. Deal values and contact names are excluded; the total value is null when masked.

Tool name
crm_pipeline_health
Returns
total open, summary stale, summary stuck, summary closing soon, summary total value, stale deals[10] id/title/stage/days silent, stuck deals[10], close soon[10] id/title/stage/days until close
Never returned
per-deal value, contact, activities
Rows per call
Up to 30
Completeness
Reports the full number of matches. Results can be partial when there are more matches than rows.
Scope
crm.pipeline.read

Read KPI progress

Read KPI/quota plans (target, stored actual, progress percent) visible to the delegated user: team-level plans in their org scope and their own individual plans. Monetary targets/actuals are masked without the sensitive-financial capability.

Tool name
crm_kpi_progress
Returns
period, metric, label, unit, level, target, actual, progress pct, currency, masked
Never returned
user id, team node id, note, user email/name/image, individual plans of other users
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.kpi.read

Analyze win patterns

Aggregate analysis of recently won deals in the caller's scope: top activity channels, top products, deal count and a few example won deals. Values are masked without the sensitive-financial capability.

Tool name
crm_deals_win_patterns
Returns
deal count, top channels, top products, total value, examples title, examples value, examples account, examples industry
Never returned
summary free text, activities, activity notes, custom fields
Rows per call
Up to 5
Completeness
Returns one complete summary. Results can be partial when there are more matches than rows.
Scope
crm.insights.read

Find lookalike deals

List recently won deals (optionally by industry) usable as look-alike references: title, account, industry, products and masked value. Activity notes are never returned.

Tool name
crm_deals_lookalike
Returns
title, value, currency, account, industry, products
Never returned
activity notes, contact, custom fields
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.insights.read

Read last meeting

Read metadata and a short summary of the most recent meeting (or one meeting by id) visible to the delegated user. Transcript, analysis, audio and contact email are never returned.

Tool name
crm_meetings_last
Returns
title, meeting type, status, creation date, scheduled at, duration sec, summary (<=600 chars), deal id/title/stage, contact id/name
Never returned
transcript, raw transcript, analysis, audio urls/keys, ai note context, custom context, contact email, deal value
Rows per call
Up to 1
Completeness
Returns one complete summary.
Scope
crm.meetings.read

Get case detail

Read one workflow case visible to the delegated user, including its active tasks and SLA state. Optional include adds the full task history, a bounded event timeline and parent/child cases.

Tool name
ops_cases_detail
Returns
case summary fields, active tasks step label, active tasks assignee name, active tasks status, active tasks due at, active tasks sla state
Never returned
context, trigger payload, outcome, form input values, customer pii, task notes, decision, output values, event payloads, event actor ids
Rows per call
Up to 1
Completeness
Reports the full number of matches. Results can be partial when there are more matches than rows.
Scope
ops.cases.read

Summarize SLA

Summarize SLA health of the running workflow cases visible to the delegated user: completion time, on-time rate, bottlenecks and cases at risk.

Tool name
ops_sla_summary
Returns
total running, avg completion ms, on time rate, bottleneck count, running by type, cases at risk
Never returned
case context, form input values, customer pii
Rows per call
Up to 20
Completeness
Returns one complete summary. Results can be partial when there are more matches than rows.
Scope
ops.sla.read

Get company profile

Read the profile of the delegated user's own company: name, tagline, industry, size, mission, vision and values. Read-only.

Tool name
company_profile_get
Returns
name, slug, tagline, description, industry, founded, website, size, address, products services, target customer, mission, vision, core values, culture
Never returned
logo url and other branding files, currency, billing/plan, owner id, raw json blobs
Rows per call
Up to 1
Completeness
Returns one complete summary.
Scope
company.profile.read

Get conversation detail

Read the metadata of one omni-channel conversation the delegated user can view: channel, status, assignee, tags, bot state and CRM links. Never returns message content, email or phone.

Tool name
omni_conversations_detail
Returns
search fields (unread count is null here), bot name, bot enabled, creation date
Never returned
message content and media, last message preview, contact email, contact phone, external ids (zalo uid, facebook psid), contact/thread metadata json, extracted fields, followers/collaborators, channel credentials and config, raw upstream fields
Rows per call
Up to 1
Completeness
Reports the full number of matches.
Scope
omni.conversations.read

List channels

List connected omni channels (Zalo, Zalo OA, Facebook pages) in inboxes the delegated user can view, with enabled flag and connection state. No credentials or tokens.

Tool name
omni_channels_list
Returns
type, name, inbox id, enabled, connection state, bot enabled, last connected at, last disconnected at, creation date
Never returned
channel config, access tokens and secrets, agent id, connection event history, disconnect reasons, session user agent, raw upstream fields
Rows per call
Up to 50
Completeness
Reports the full number of matches. Results can be partial when there are more matches than rows.
Scope
omni.channels.read

List inboxes

List the omni inboxes the delegated user can view (id, name, default flag), to scope conversation and channel queries.

Tool name
omni_inboxes_list
Returns
name, is default
Never returned
description, team node id, members and access levels, raw upstream fields
Rows per call
Up to 50
Completeness
Reports the full number of matches. Results can be partial when there are more matches than rows.
Scope
omni.inboxes.read

List chat members

List the active members of an internal team chat conversation the delegated user belongs to (user id and the name used for @mentions), to tag people with chat.messages.send. No emails or phone numbers.

Tool name
chat_members_list
Returns
user id, name
Never returned
email, phone, role, message content, invite codes, members who left or were deactivated
Rows per call
Up to 50
Completeness
Reports the full number of matches. Results can be partial when there are more matches than rows.
Scope
chat.conversations.read

Send team chat message

Post a text message to an internal team chat conversation the delegated user is a member of. The message appears under the bot name chosen when the connection was authorised, not under the user's name. Max 5000 characters. Optionally attach files saved with drive.files.create (shown like a normal chat attachment, images inline) and tag members (user ids from chat.members.list). To get an answer from Jarmin use chat.jarmin.ask instead.

Tool name
chat_messages_send
Returns
message id, conversation id, bot name, mentioned count, attached count
Never returned
message content echo, member lists
Completeness
Returns one complete summary.
Scope
chat.messages.write

Ask Jarmin in team chat

Ask Jarmin a question in an internal team chat conversation the delegated user is a member of. The question is posted under the bot name chosen when the connection was authorised, prefixed with @Jarmin, and Jarmin then answers as the delegated user. The answer is a public message visible to every member of the conversation, and the members see the question. Max 5000 characters. Needs the separate chat.jarmin.write scope.

Tool name
chat_jarmin_ask
Returns
message id, conversation id, bot name, jarmin requested
Never returned
message content echo, member lists
Completeness
Returns one complete summary.
Scope
chat.messages.write chat.jarmin.write

Save file to Drive

Save a file into the company "AI" space in Drive, as the delegated user. The AI space is readable by every member of the workspace, so never save confidential data. Give exactly one of content (UTF-8 text for CSV, Markdown, JSON, plain text) or contentBase64 (binary); at most 1 MB after decoding. Executable file types are refused. Returns the file id and a link that opens it in Drive; paste the link into a chat message to share it.

Tool name
drive_files_create
Returns
file id, name, size bytes, url, space
Never returned
storage keys, file content echo
Completeness
Returns one complete summary.
Scope
drive.files.write

Start a file upload

Create a one-time upload link for a file (any type, up to 10 MB) that is too large or binary to send inline, such as an image or PDF. Then upload the bytes to uploadUrl: if you can run code, use `curl -sS -X PUT --data-binary @FILE UPLOAD_URL`; if you cannot, show uploadUrl to the user so they can pick the file in their browser. The link works once and expires after 60 minutes. Where the file comes from: an image or file the user attached or pasted into the conversation is a real file only if you can run code (look under /mnt/user-data/uploads/); you cannot read its bytes through this tool otherwise. If there is no such file or the sandbox has no network access to this link, do not give up: show uploadUrl to the user, tell them to open it (signed in to Minz) and pick the file, then continue once they confirm. Afterwards call drive.files.upload_finish with the uploadId. The file is saved in the company "AI" space, readable by every member, so never upload confidential data.

Tool name
drive_files_upload_start
Returns
upload id, upload url, expires in seconds, max bytes
Never returned
token hash
Completeness
Returns one complete summary.
Scope
drive.files.write

Finish a file upload

Confirm a one-time upload made with drive.files.upload_start and return the saved file. Call it after uploading the bytes; it fails with NOT_FOUND while the upload has not arrived yet. The returned fileId can be attached to a chat message (for a chat_attachment upload it is the only use, and url is null).

Tool name
drive_files_upload_finish
Returns
file id, name, size bytes, url, space
Never returned
storage keys
Completeness
Returns one complete summary.
Scope
drive.files.write

Create calendar event

Create a native calendar event owned by the delegated user. Times need an explicit UTC offset (for example 2026-10-08T09:00:00+07:00); end defaults to one hour after start and an event may last at most 31 days. Optional weekly/daily/monthly recurrence (RRULE, at most 100 occurrences), and links to a deal or contact the user can see. No attendees, no Google Meet.

Tool name
general_calendar_create_event
Returns
title, start time, end time, meeting link, recurrence rule, occurrence count, google sync status
Never returned
attendees, links, external ids, owner ids
Completeness
Returns one complete summary.
Scope
general.calendar.write

Update calendar event

Change the title, time, location, description, meeting URL or visibility of ONE native calendar event the delegated user may edit (their own event, or any when they hold admin authority). Send only the fields to change; null clears description, location or meetingUrl. Imported Google events and recurring-series heads cannot be edited here; a single occurrence of a series can. Attendees are not changed.

Tool name
general_calendar_update_event
Returns
title, start time, end time, changed
Never returned
attendees, links, external ids, owner ids
Completeness
Returns one complete summary.
Scope
general.calendar.write

Delete calendar event

Delete ONE native calendar event the delegated user may delete (their own, or any with admin authority), notifying invitees of the cancellation and removing it from their connected Google Calendar. A standalone event is removed; a single occurrence of a recurring series is cancelled. Destructive and not reversible: confirm with the user first. Whole series, imported Google events and series heads cannot be deleted here.

Tool name
general_calendar_delete_event
Returns
result
Never returned
event contents, attendees
Completeness
Returns one complete summary.
Scope
general.calendar.write

Respond to calendar invitation

Set the delegated user's own RSVP (accepted, declined or tentative) on a calendar event they are invited to. Only the user's own attendee row changes; an RSVP on an occurrence of a recurring series applies to the whole series, as in the Calendar app.

Tool name
general_calendar_respond_event
Returns
response
Never returned
attendee list, responses of other attendees
Completeness
Returns one complete summary.
Scope
general.calendar.write

Load OKR context

Load the full OKR context for the delegated user in one call: company profile, who the user is (position, units led), the active cycle (elapsed %, days left) and every visible objective with its key results, progress and latest self-assessed confidence. Returns grounded data only, no advice.

Tool name
okr_context_get
Returns
company profile, me, cycle, objectives, objectives key results (id needed for okr key results checkin)
Never returned
parent kr id, owner user ids, objectives the user cannot see, check-in history
Rows per call
Up to 50
Completeness
Reports the full number of matches. Results can be partial when there are more matches than rows.
Scope
okr.objectives.read

Review OKR quality

Score the quality of an OKR: flags key results that are unmeasurable, vague, or too many. Give either objectiveId (a visible objective) or an inline title with keyResults. Read-only.

Tool name
okr_quality_review
Returns
title, key result count, issues, verdict
Never returned
objective owners, check-ins
Rows per call
Up to 20
Completeness
Returns one complete summary.
Scope
okr.objectives.read

Draft OKR objective

Create a DRAFT objective with 2-4 measurable key results in the active cycle, owned by the delegated user. The draft appears dimmed in /okr and only becomes active when the user approves it there. Each call creates one new draft; clarify the goal with the user first.

Tool name
okr_objectives_draft
Returns
objective id, title, lane, level, cycle, key result count, state
Never returned
key result ids, owner ids
Completeness
Returns one complete summary.
Scope
okr.objectives.write

Check in key result

Check in one key result: record the user's confidence (ON_TRACK, AT_RISK, OFF_TRACK) and an optional blocker note. A numeric value is accepted only for manually tracked key results; automatic key results keep their adapter value. Only the key result owner, objective owner or objective creator may check in. Roll-up key results cannot be checked in.

Tool name
okr_key_results_checkin
Returns
kr id, title, value, unit, target, confidence, auto
Never returned
note echo, check-in history, owner ids
Completeness
Returns one complete summary.
Scope
okr.key_results.write

Create task

Create one task owned by the delegated user. Optionally assign it to a colleague of the same workspace and link it to a deal or contact the user can see. Status defaults to Todo and priority to Medium.

Tool name
general_tasks_create
Returns
action, task id, task title, task status, task priority, task due date, task assigned user id, task assigned person id
Never returned
description, custom fields, watchers, cowork settings, subtasks
Completeness
Returns one complete summary.
Scope
general.tasks.write

Update task

Update one existing task the delegated user is allowed to edit (title, description, status, priority, due date, assignee, linked deal or contact). At least one field besides taskId is required.

Tool name
general_tasks_update
Returns
action, task id, task title, task status, task priority, task due date, task assigned user id, task assigned person id
Never returned
description, custom fields, watchers, cowork settings, subtasks
Completeness
Returns one complete summary.
Scope
general.tasks.write

Follow deal for Claude

Follow or unfollow one deal the delegated user can see. While followed, every stage change of the deal (by anyone) wakes the user's Claude Code Routine with the deal, who moved it, the people who worked on it, and the instruction given here.

Tool name
crm_deals_follow
Returns
action, deal id, deal title, instruction, routine configured, follow count
Never returned
routine url, routine token, deal value
Completeness
Returns one complete summary.
Scope
crm.deals.follow.write

Explain document number

Explain a document number: how the numbering book's pattern is composed and whether the number belongs to a readable document, was burnt (voided or expired reservation), is unreadable to the caller, or is unused.

Tool name
docs_numbers_explain
Returns
input, normalized, book {id,code,name,pattern,reset cycle,time zone}, parts, cycle key, counter value, owner kind, owner state, owner document {id,number,title,doc type,issuance state,issued at,effectivity}
Never returned
void reasons (free text), document content, file urls, clerk and audience lists, documents the caller cannot read
Rows per call
Up to 20
Completeness
Returns one complete summary.
Scope
docs.register.read

List document books

List the active document books (registers) of the workspace with their numbering pattern, reset cycle and accepted document types. Book clerk assignments are not returned.

Tool name
docs_books_list
Returns
code, name, direction, number pattern, reset cycle, time zone, allowed doc types
Never returned
clerk user and position ids, sequence counters
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
docs.register.read

List pending acknowledgements

List issued documents the verified user still has to acknowledge as read, overdue first. Always about the caller only; other people's acknowledgement status is not exposed. Confidential documents are excluded.

Tool name
docs_acknowledgements_pending
Returns
document id, number, title, due at, overdue, opened
Never returned
acknowledgement status of other users, document content and file urls, nudge counters, confidential documents
Rows per call
Up to 20
Completeness
Does not report a total. Results can be partial when there are more matches than rows.
Scope
docs.acknowledgements.read

Permissions and data

Disconnect

Troubleshooting