Read-only CRM insights
33CRM is a business CRM connection for company administrators to review leads, customers, deals, pipeline, bookings, conversation operational metadata, stored Meta advertising data, WhatsApp campaign aggregates, and bounded business performance reports in your AI. The connection is scoped to the company bound to the administrator’s OAuth grant and is read-only. More
MCP connector Server URL https://crmapi.trimed33.com/api/mcpCopy Login OAuth Tools Reads data24 get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ list_ list_ list_ list_ list_ list_ list_ list_ list_ list_ pipeline_ sales_
Skills 8 in the ChatGPT listing
Booking & Attendance Review Analyze 33CRM booking volume, attendance, no-shows, cancellations, status mix, branches, owners, and upcoming booking records. Conversation Operations Review Review 33CRM conversation workload by channel and operational status, including active, waiting, escalated, resolved, timestamps, and message counters. Daily / Weekly Admin Brief Produce a concise daily or weekly operating brief from 33CRM. Executive CRM Brief Create a management-level 33CRM brief across sales, pipeline, bookings, marketing, and conversation operations. Growth Performance Brief Combine 33CRM marketing delivery with CRM lead-funnel and sales outcomes in one growth brief. Lead Funnel Review Review the 33CRM lead funnel, lead sources, qualification/win/loss outcomes, pipeline-stage distribution, and recent lead records. Meta Ads Performance Review Analyze stored Meta campaign, ad, and insight data in 33CRM, including impressions, clicks, provider leads, spend, account context, and data freshness. Sales Performance Review Analyze 33CRM sales performance using lead-cohort metrics, deal reports, owner breakdowns, and the current pipeline. 
