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MiniCRM

Query clients and projects, through your AI

Try it free How does it work?

r3.minicrm.hu/contacts

CRM

Illustrative rendering — actual UI is the service's own interface

/ what it does

How does the AI help?

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.

/ 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.

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

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

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

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

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

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

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

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

get_offer

Get offer details by ID.

claude > Show offer #202

create_offer

Create a new offer with items and pricing.

claude > Create an offer for 500,000 HUF

get_invoice

Get invoice details by ID.

claude > Show CRM invoice #303

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.