MiniCRM

The MiniCRM connector lets your AI manage contacts, projects, tasks, offers, and invoices, in plain language.

Credentials

All data is protected on the server with AES-256-GCM encryption.

Write operations

Decide whether your assistant can only read, or also make changes through this connector.

Enable write tools

Read tools (lists, queries) are always available. When enabled, write tools (create, update, delete) become available too. Transactional calls are logged for 90 days.

Affected write tools (12)

create_contact: Create a new contact (Person) or company (Business).
update_contact: Update an existing contact or company.
delete_contact: Delete a contact (Person only).
create_project: Create a new opportunity card.
update_project: Update an opportunity card (status, fields, owner).
create_todo: Create a new task on a card.
update_todo: Update a task (comment, deadline, status).
create_order: Create a new order with items.
order_action: Change order status (Finalize, Edit, Complete, Paid, Storno).
create_offer: Create a new offer with items and pricing.
create_invoice: Create a new invoice with items.
invoice_action: Change invoice status (Paid, Storno).

Available tools (25)

These are the tools your assistant can invoke on this connector, in plain language.

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

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

Usage

This is how to call this connector through the MCP endpoint.

MCP call example

{
  "connector": "minicrm",
  "action": "...",
  "params": { ... }
}

You can find the MCP endpoint URL on the API keys page.

Documentation

MiniCRM official docs

Having trouble? Email us at support@connectors.hu.