{"id":62457,"date":"2026-05-19T15:48:00","date_gmt":"2026-05-19T13:48:00","guid":{"rendered":"https:\/\/www.minicrm.hu\/help\/?p=62457"},"modified":"2026-06-24T12:57:15","modified_gmt":"2026-06-24T10:57:15","slug":"minicrm-mcp-server","status":"publish","type":"post","link":"https:\/\/www.minicrm.ro\/help\/minicrm-mcp-server\/","title":{"rendered":"MiniCRM MCP Server"},"content":{"rendered":"<p>Serverul MiniCRM MCP \u00ee\u021bi permite s\u0103 conectezi asisten\u021bi AI precum ChatGPT \u0219i Claude direct la contul t\u0103u MiniCRM. Dup\u0103 conectare, asistentul poate citi \u0219i utiliza datele tale din MiniCRM, \u00een numele t\u0103u \u0219i folosind propriile tale permisiuni.<\/p>\n<ul>\n<li><a href=\"#anchor-1\" target=\"_self\" rel=\"noopener\">Ce este MCP?<\/a><\/li>\n<li><a href=\"#anchor-2\" target=\"_self\" rel=\"noopener\">URL-ul serverului MCP<\/a><\/li>\n<li><a href=\"#anchor-3\" target=\"_self\" rel=\"noopener\">Conectare din ChatGPT<\/a><\/li>\n<li><a href=\"#anchor-4\" target=\"_self\" rel=\"noopener\">Conectare din Claude<\/a><\/li>\n<li><a href=\"#anchor-5\" target=\"_self\" rel=\"noopener\">Securitate \u0219i permisiuni<\/a><\/li>\n<\/ul>\n<h3><\/h3>\n<h3 id=\"anchor-1\" style=\"text-align: justify;\">Ce este MCP?<\/h3>\n<p><br aria-hidden=\"true\" \/>MCP (Model Context Protocol) este un standard deschis care permite asisten\u021bilor AI s\u0103 se conecteze \u00een siguran\u021b\u0103 la instrumente externe \u0219i surse de date. \u00cen loc s\u0103 copiezi manual informa\u021biile \u00eentre MiniCRM \u0219i asistentul AI, asistentul poate solicita direct datele de care are nevoie.<\/p>\n<p>&nbsp;<\/p>\n<h3>Serverul MPC poate \u00eendeplini urm\u0103toarele ac\u021biuni<\/h3>\n<p><strong>Citire\/Vizualizare (Read):<\/strong><\/p>\n<ul>\n<li>C\u0103utare<\/li>\n<li>Preia detaliile unui card<\/li>\n<li>Preia istoricul cardului<\/li>\n<li>Listeaz\u0103 sarcinile<\/li>\n<li>Preia detaliile unei sarcini<\/li>\n<li>Preia contactele asociate<\/li>\n<li>Vizualizeaz\u0103 e-mailuri<\/li>\n<li>Listeaz\u0103 sarcinile din Vederea de azi<\/li>\n<li>Preia scheme (detalii tehnice ale produselor\/modulelor)<\/li>\n<li>Descarc\u0103 ata\u0219amente<\/li>\n<li>Preia con\u021binutul site-ului web (setat \u00een c\u00e2mpul site web din MiniCRM)<\/li>\n<li>Preia valorile ale c\u00e2mpurilor<\/li>\n<li>Preia variabilele ale unui \u0219ablon<\/li>\n<li>Preia c\u00e2mpurile dintr-un filtru specificat<\/li>\n<li>Preia op\u021biunile c\u00e2mpurilor filtrului<\/li>\n<li>Preia informa\u021bii despre o automatizare<\/li>\n<li>Preia ac\u021biunile urm\u0103toare (sarcini viitoare)<\/li>\n<\/ul>\n<p><strong>Executare (Write):<\/strong><\/p>\n<ul>\n<li>Creeaz\u0103 o sarcin\u0103<\/li>\n<li>Actualizeaz\u0103 o sarcina<\/li>\n<li>Adaug\u0103 comentariu la o sarcin\u0103<\/li>\n<li>Creeaz\u0103 un filtru<\/li>\n<li>Creeaz\u0103 un \u0219ablon<\/li>\n<li>Creeaz\u0103 o automatizare cu pa\u0219i<\/li>\n<\/ul>\n<p><strong>Ofer\u0103 ghid (Guide):<\/strong><\/p>\n<ul>\n<li>Ghid pentru crearea unui filtru<\/li>\n<li>Ghid pentru crearea unui \u0219ablon<\/li>\n<li>Ghid pentru crearea unei automatiz\u0103ri<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<h3 id=\"anchor-2\" style=\"text-align: justify;\">URL-ul serverului MCP<\/h3>\n<p><br aria-hidden=\"true\" \/>Vei avea nevoie de acest URL atunci c\u00e2nd configurezi orice client MCP:<br aria-hidden=\"true\" \/><code><span draggable=\"true\">https:\/\/mcp.minicrm.io\/mcp<\/span><\/code><br aria-hidden=\"true\" \/>La prima utilizare, \u021bi se va cere s\u0103 te autentifici \u00een MiniCRM \u0219i s\u0103 autorizezi conexiunea.<\/p>\n<div><\/div>\n<h3 id=\"anchor-3\" style=\"text-align: justify;\">Conectare din ChatGPT<\/h3>\n<ol>\n<li style=\"list-style-type: none;\">\n<ol>\n<li style=\"list-style-type: none;\">\n<ol>\n<li>Acceseaz\u0103 profilul t\u0103u (col\u021bul din st\u00e2nga jos) \u2192 Settings<\/li>\n<li>Apas\u0103 pe Aplica\u021bii\u2192 Set\u0103ri avansate \u2192 activa\u021bi Developer Mode<img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-62492 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/05\/Apps-create-an-app--scaled.png\" alt=\"\" width=\"2560\" height=\"1292\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/05\/Apps-create-an-app--scaled.png 2560w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/05\/Apps-create-an-app--300x151.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/05\/Apps-create-an-app--1024x517.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/05\/Apps-create-an-app--768x387.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/05\/Apps-create-an-app--1536x775.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/05\/Apps-create-an-app--2048x1033.png 2048w\" sizes=\"auto, (max-width: 2560px) 100vw, 2560px\" \/><\/li>\n<li>Apas\u0103 pe Create App<\/li>\n<li>Apoi, d\u0103-i un nume (spre exemplu \u201eMiniCRM MCP\u201d)<\/li>\n<li>Insereaz\u0103 MCP Server URL: <code><span draggable=\"true\">https:\/\/mcp.minicrm.io\/mcp<br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-62493 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/05\/ChatGPT-connector-scaled.png\" alt=\"\" width=\"2560\" height=\"1444\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/05\/ChatGPT-connector-scaled.png 2560w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/05\/ChatGPT-connector-300x169.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/05\/ChatGPT-connector-1024x577.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/05\/ChatGPT-connector-768x433.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/05\/ChatGPT-connector-1536x866.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/05\/ChatGPT-connector-2048x1155.png 2048w\" sizes=\"auto, (max-width: 2560px) 100vw, 2560px\" \/><\/span><\/code><\/li>\n<li>Bifeaz\u0103 \u201eI understand and want to continue\u201d (\u201e\u00cen\u021beleg \u0219i vreau s\u0103 continui!\u201d)<\/li>\n<li>Apas\u0103 pe Create (Creeaz\u0103)<\/li>\n<li>Dac\u0103 nu e\u0219ti autentificat, va ap\u0103rea ecranul de conectare MiniCRM. Tot ce trebuie s\u0103 faci este s\u0103 te conectezi \u00een MiniCRM. Dac\u0103 e\u0219ti deja conectat, acest pas este s\u0103rit.<\/li>\n<li>Apas\u0103 pe\u00a0 pe Authorize (Autorizare).<\/li>\n<\/ol>\n<\/li>\n<\/ol>\n<\/li>\n<\/ol>\n<p>Dac\u0103 \u00een timpul conversa\u021biei primi\u021bi feedback c\u0103 ChatGPT nu poate accesa sarcinile\/MiniCRM-ul dvs., face\u021bi clic pe semnul \u201e+\u201d din fereastra de chat \u0219i selecta\u021bi instrumentul MiniCRM, astfel \u00eenc\u00e2t s\u0103 pute\u021bi indica asistentului AI s\u0103 utilizeze serverul MiniCRM MCP pentru a r\u0103spunde:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-62510 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/05\/alege-MiniCRM-scaled.png\" alt=\"\" width=\"2560\" height=\"1516\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/05\/alege-MiniCRM-scaled.png 2560w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/05\/alege-MiniCRM-300x178.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/05\/alege-MiniCRM-1024x607.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/05\/alege-MiniCRM-768x455.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/05\/alege-MiniCRM-1536x910.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/05\/alege-MiniCRM-2048x1213.png 2048w\" sizes=\"auto, (max-width: 2560px) 100vw, 2560px\" \/><\/p>\n<p>&nbsp;<\/p>\n<h3 id=\"anchor-4\" style=\"text-align: justify;\">Conectare din Claude<\/h3>\n<ol>\n<li style=\"list-style-type: none;\">\n<ol>\n<li>Face\u021bi clic pe Customize (col\u021bul din st\u00e2nga sus) \u2192 Connectors \u2192 + (semnul plus) \u2192 Add custom connector<br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-62490 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/05\/add-Claude-connector--scaled.png\" alt=\"\" width=\"2560\" height=\"1421\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/05\/add-Claude-connector--scaled.png 2560w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/05\/add-Claude-connector--300x167.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/05\/add-Claude-connector--1024x568.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/05\/add-Claude-connector--768x426.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/05\/add-Claude-connector--1536x853.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/05\/add-Claude-connector--2048x1137.png 2048w\" sizes=\"auto, (max-width: 2560px) 100vw, 2560px\" \/><\/li>\n<li>Adaug\u0103 numele numele (spre exemplu \u201eMiniCRM MCP\u201d)<\/li>\n<li>Insereaz\u0103 MCP Server URL: <code><span draggable=\"true\">https:\/\/mcp.minicrm.io\/mcp<\/span><\/code><\/li>\n<li style=\"text-align: left;\">Apas\u0103 pe Add<br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-62491 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/05\/add-connector-Claude-with-arrow-scaled.png\" alt=\"\" width=\"2560\" height=\"1426\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/05\/add-connector-Claude-with-arrow-scaled.png 2560w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/05\/add-connector-Claude-with-arrow-300x167.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/05\/add-connector-Claude-with-arrow-1024x570.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/05\/add-connector-Claude-with-arrow-768x428.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/05\/add-connector-Claude-with-arrow-1536x856.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/05\/add-connector-Claude-with-arrow-2048x1141.png 2048w\" sizes=\"auto, (max-width: 2560px) 100vw, 2560px\" \/>\u00cen sec\u021biunea \u201ePermisiuni instrumente\u201d, pute\u021bi afla ce ac\u021biuni poate efectua Claude AI \u00een MiniCRM prin conexiune. Selecta\u021bi \u201ePermite \u00eentotdeauna\u201d pentru a permite asistentului AI s\u0103 interogheze date \u0219i s\u0103 efectueze ac\u021biuni \u00een sistemul dvs. MiniCRM!<br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-62511 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/05\/Claude-permisiuni-scaled.png\" alt=\"\" width=\"2560\" height=\"1442\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/05\/Claude-permisiuni-scaled.png 2560w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/05\/Claude-permisiuni-300x169.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/05\/Claude-permisiuni-1024x577.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/05\/Claude-permisiuni-768x433.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/05\/Claude-permisiuni-1536x865.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/05\/Claude-permisiuni-2048x1153.png 2048w\" sizes=\"auto, (max-width: 2560px) 100vw, 2560px\" \/><\/li>\n<li>Dac\u0103 nu e\u0219ti autentificat, va ap\u0103rea ecranul de conectare MiniCRM. Tot ce trebuie s\u0103 faci este s\u0103 te conectezi \u00een MiniCRM. Dac\u0103 e\u0219ti deja conectat, acest pas este s\u0103rit.<\/li>\n<li>Apas\u0103 pe Authorize<\/li>\n<\/ol>\n<\/li>\n<\/ol>\n<h3 id=\"anchor-5\" style=\"text-align: justify;\">Securitate \u0219i permisiuni<\/h3>\n<div>\n<p>Serverul MCP utilizeaz\u0103 autentificarea ta \u00een MiniCRM. Concret, asistentul poate vedea \u0219i face doar ceea ce contul t\u0103u de utilizator are permisiunea s\u0103 fac\u0103.<br aria-hidden=\"true\" \/>Pentru mai multe detalii despre rolurile utilizatorilor, <a href=\"https:\/\/www.minicrm.ro\/help\/managementul-utilizatorilor\/#anchor-5\">click aici.<\/a><\/p>\n<p>Se poate revoca accesul oric\u00e2nd din set\u0103rile aplica\u021biei conectate (ChatGPT, Claude etc.).<\/p>\n<p>Recomand\u0103m s\u0103 verifica\u021bi \u00eentotdeauna r\u0103spunsurile \u0219i ac\u021biunile generate de asistent \u00eenainte de a le folosi, la fel cum a-\u021bi verifica orice sugestie oferit\u0103 de un instrument AI.<\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Serverul MiniCRM MCP \u00ee\u021bi permite s\u0103 conectezi asisten\u021bi AI precum ChatGPT \u0219i Claude direct la contul t\u0103u MiniCRM. Dup\u0103 conectare, asistentul poate citi \u0219i utiliza datele tale din MiniCRM, \u00een numele t\u0103u \u0219i folosind propriile tale permisiuni. Ce este MCP? URL-ul serverului MCP Conectare din ChatGPT Conectare din Claude Securitate \u0219i permisiuni Ce este MCP? [&hellip;]<\/p>\n","protected":false},"author":119,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2601],"tags":[],"class_list":["post-62457","post","type-post","status-publish","format-standard","hentry","category-ai-in-minicrm"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.0 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>MiniCRM MCP Server - Documenta\u021bie MiniCRM<\/title>\n<meta name=\"description\" content=\"Serverul MiniCRM MCP \u00ee\u021bi permite s\u0103 conectezi asisten\u021bi AI precum ChatGPT \u0219i Claude direct la contul t\u0103u MiniCRM. 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