Claude · Codex · Cursor · VS Code

Your CRM, inside your AI.

Meetzy is a native MCP connector. Add it in one click and ask Claude or Codex to work your pipeline — with your real deals, contacts and tasks.

Setup

Connected in under a minute.

No API keys to paste around. Sign in once, choose what the AI may do, done.

01

Claude: one click

In Meetzy, click “Add to Claude”. Claude opens with Meetzy already filled in — click Add, sign in, approve. Claude Code? One command in the terminal.

02

ChatGPT & Codex

“Add to ChatGPT” opens ChatGPT’s Plugins with the URL copied — paste, sign in, done. Codex (app, IDE or terminal): one command, shared by all three.

03

Ask anything

“What needs me today?”, “log this call”, “enroll these leads” — the AI uses Meetzy’s tools and shows you what it did.

codex mcp add meetzy --url https://meetzy.me/api/mcp/mcp
Try it

Things people ask every day.

Each of these runs end-to-end on your CRM — no export, no copy-paste.

“Which deals over 10k haven’t moved in two weeks? Draft a follow-up for each.”

“Find 30 heads of sales at French SaaS companies (50–200 people) and add them to my Q4 sequence.”

“What’s on my plate today? Prioritise by deal size.”

“Compare this quarter’s weighted forecast with last quarter, by owner.”

“Summarise everything we know about Hooli before my call at 3pm.”

“Run my re-engagement workflow on every contact tagged “webinar”.”

What it can do

130+ tools, scoped to your organisation.

Deals & pipeline

Search, create, move and close deals, build quotes and read the pipeline dashboard and forecast.

Contacts & companies

Look up a full account timeline, update records and lifecycle stages, log calls and notes.

Prospecting

Search the 270M+ prospect database, enrich and add new leads straight into the CRM.

Sequences & workflows

Enroll contacts in sequences, run workflows on a list, check what’s running.

Tasks & email

Create and complete tasks, read and draft emails from your connected mailbox.

Safe by design

Explicit consent, per-organisation scope, full call log and one-click revoke.

Cursor & VS Code

One-click install links for both editors — handy for building internal tools on top of your CRM.

API keys

Prefer scripts? Every MCP tool has a REST equivalent with scoped API keys.

n8n, Make, Zapier

Signed webhooks with retries and ready-made n8n workflows for everything the AI doesn’t do.

FAQs

Questions? Answers.

The Model Context Protocol is the open standard Claude, Codex, Cursor and others use to talk to external tools. Meetzy ships an MCP server, so your AI gets typed, permissioned access to your CRM instead of copy-pasted data.

You sign in with your Meetzy account and approve the connection explicitly. The AI only sees your organisation’s data, every call is logged, and you can revoke access from the app at any time.

Claude (web, desktop and mobile) in one click, ChatGPT (web and desktop) from its Plugins page, Claude Code and Codex (app, IDE and terminal) with one command, Cursor and VS Code through their MCP settings. Any MCP-compatible client works with the same URL.

Reading and updating your CRM through the connector is free. Only data actions that cost money elsewhere — like enriching new prospects — use credits, exactly as they do in the app.

Give your AI a CRM.

Start free, connect Claude or Codex in a minute, and ask it what needs you today.

Free plan · Growth free for 14 days, no card · Cancel anytime