Look up CRM, work and expenses
Look up Minz data, summarize your sales and work situation, suggest what to do first, and make confirmed changes, right inside your AI. Minz supports these workflows: work and calendar overview; company, contact, lead, opportunity and pipeline lookup; deal coaching from recently won deals; MinzSpend expenses and settlement/reimbursement reports; your pending approvals, requests and notifications; operations, company directory, omni inbox, OKR and document register lookups; and actions such as tasks, calendar events, OKR check-ins, deal follow and team chat messages. More
MCP connector Server URL https://mcp.minz.ai/mcpCopy Login OAuth Tools Reads data14 crm_ accounts_ searchcrm_ contacts_ searchcrm_ deals_ historycrm_ deals_ searchcrm_ leads_ searchcrm_ pipeline_ healthcrm_ pipeline_ summarydescribe_ functionsfinance_ expenses_ searchfinance_ reports_ searchgeneral_ activities_ searchgeneral_ calendar_ searchgeneral_ tasks_ searchsearch_ functions
Skills 11 in the ChatGPT listing
actions Make a change in Minz only after the user confirms the exact change, such as creating or updating a task, creating, changing, deleting or answering a calendar event, checking in an OKR key result, drafting an OKR objective, following a deal or sending a team chat message. Call prep Prepare a brief before a call or meeting with a customer or prospect, using Minz.ai CRM data (company, contacts, open deals, deal history, recent activities, related tasks). Crm assistant Look up Minz companies, contacts, leads, opportunities, notes, quotes, contracts, products and care tickets; summarize the pipeline, read history and activities, and suggest the next sales step. Deal coaching Coach a sales opportunity with Minz data by comparing it with recently won deals, show win patterns, products and quotes, and check progress against KPI targets. Expense review Check MinzSpend expenses and expense reports in Minz.ai, including what the user submitted, what is waiting for approval, and what was approved, rejected or reimbursed in a period, with totals by status, category or vendor. Minzspend tracker Look up MinzSpend expenses and settlement/reimbursement reports, summarize by period or status, and point out the files that need review. My inbox List what is waiting on the user in Minz, such as approvals assigned to them, requests they submitted, unread notifications and documents they still have to acknowledge. My week Summarize the user's schedule and workload from Minz.ai, including meetings, overdue and upcoming tasks, and recent sales activities, for today, this week or another short period. Pipeline review Review the Minz.ai sales pipeline, including totals by stage, deals expected to close soon, and deals that look stalled or at risk, for a weekly sales meeting or a manager check-in. Work overview Look up Minz tasks, calendar events, activities and notes for a period, flag overdue and upcoming items and suggest priorities. Workspace explorer Look up Minz operations cases and SLA, company directory and org chart, omni-channel inbox conversations, team chat targets, OKRs and the issued-document register.