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MiniCRM

Query clients and projects, through your AI

What is it for?

MiniCRM is one of Hungary's leading CRM systems. The AI connector can read and write: manage contacts, track projects, create tasks, and access offer and invoice modules.

r3.minicrm.hu

Screenshot of the MiniCRM interface

/ use cases

What can you do with it?

No coding, no API docs. Just plain English.

👥

Contact search

Find any contact by name, email, phone, or any custom field.

📁

Project tracking

Ask about your project statuses, next tasks, or filter by category.

✅

Task management

"Create a task on the Kovacs project: follow-up call tomorrow at 10"

🧾

Offers & invoices

Create offers, issue invoices, manage orders, directly from your CRM.

/ tools

Available Tools (25)

Every tool can be invoked in natural language through your AI assistant.

read-only

Query (13)

These tools only read: they fetch data and never change anything.

list_categories
List all product categories (modules) in MiniCRM.
claude >What categories do we have?
get_contact
Get detailed data for a contact or company by ID.
claude >Show me contact #1234
search_contacts
Search contacts/companies by name, email, phone, or custom fields.
claude >Find all contacts named Kovacs
list_addresses
List all addresses for a contact or company.
claude >What addresses does Kovacs Kft have?
get_project
Get detailed data for an opportunity card (project).
claude >Show me project #890
search_projects
Search opportunity cards by category, status, contact, or custom fields.
claude >List all active sales projects
get_project_schema
Get the field schema for a product category.
claude >What fields are available in Sales category?
get_todo
Get detailed data for a task by ID.
claude >Show task #456
list_todos
List tasks for a card. Filter by Open, Closed, or All.
claude >List open tasks on project #890
list_templates
List email/todo/sms templates for a category.
claude >What templates are available?
get_order
Get order details by ID.
claude >Show order #101
get_offer
Get offer details by ID.
claude >Show offer #202
get_invoice
Get invoice details by ID.
claude >Show CRM invoice #303

write

Actions (12)

These tools create or modify data. Query tools are always available; write tools can be toggled in the connector settings.

create_contact
Create a new contact (Person) or company (Business).
claude >Add contact: Nagy Peter, nagy@example.com
update_contact
Update an existing contact or company.
claude >Update Peter's phone number
delete_contact
Delete a contact (Person only).
claude >Delete contact #567
create_project
Create a new opportunity card.
claude >Create a sales project for Kovacs Kft
update_project
Update an opportunity card (status, fields, owner).
claude >Move project #890 to "Won" status
create_todo
Create a new task on a card.
claude >Add task: call client tomorrow at 10
update_todo
Update a task (comment, deadline, status).
claude >Mark task #456 as done
create_order
Create a new order with items.
claude >Create an order for Kovacs Kft
order_action
Change order status (Finalize, Edit, Complete, Paid, Storno).
claude >Finalize order #101
create_offer
Create a new offer with items and pricing.
claude >Create an offer for 500,000 HUF
create_invoice
Create a new invoice with items.
claude >Issue invoice for order #101
invoice_action
Change invoice status (Paid, Storno).
claude >Mark CRM invoice #303 as paid

/ examples

How to use your AI

Copy any of these commands into your AI assistant:

claude > Who are all our active clients?

claude > What projects do we have for Q1?

claude > Create a task on the Kovacs project

claude > Search for the Nagy Peter contact

claude > List open offers

/ setup

3 steps and you're done

Add your MiniCRM credentials, copy the MCP URL, and your AI agent can query your data instantly.

No credit card. No hidden fees. Free tier stays free.