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Minoa deeply integrates into the tools you already use: your CRM, call recorder, data warehouse, AI assistants, and of course identity provider. Depending on the tool and setup, data flows both ways, pulling deal context in and pushing business case value back out to where your team works.
Most integrations need admin rights in Minoa and in the tool you’re connecting. A few, including the data warehouse integration, need enablement for your workspace first.

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Control who gets in

Start by deciding how people log in. From here you also control who gets added and removed as the team grows or changes.

Single Sign-On (SSO)

Authenticate through your existing identity provider.

SCIM

Auto-provision and deprovision users with SCIM 2.0.

Email and Password

Email, password, and multi-factor authentication.

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Bring deal context into Minoa

The best business cases start from real deal data, not guesswork. These integrations pull accounts, opportunities, call transcripts, and product metrics straight into Minoa.

CRM

Sync opportunities, accounts, and contacts, and work business cases from inside your CRM.
SalesforceHubSpot

Call Recorder

Connect Gong, Chorus, Attention, Fathom, Zoom, Momentum, or Clari for call context and insights.
GongChorusAttentionFathomZoomMomentumClari

Data Warehouse

Back the metrics in your business cases with verified product data instead of estimates.
SnowflakeDatabricksBigQueryClickHouse

Google Workspace

Attach files, emails, and calendar events to a deal so Minoa can use them as context.
Google DriveGmailGoogle Calendar

Communication

Attach internal and shared Slack channels so Minoa can read the conversation as deal context.
Slack

Bring Your Own MCP

Point Minoa’s agents at your own MCP server so they can pull in your tools and data.
CRM sync runs both ways. Business case totals, ROI, and status write back to custom fields on the Salesforce Opportunity and to custom properties on the HubSpot deal, so your pipeline reports can filter and forecast on value data.

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Connect your AI stack

Minoa speaks MCP in both directions. Connect an AI client to Minoa’s MCP server so it can read, build, and refine business cases. Or point Minoa’s agents at your own MCP server to give them your tools and data.

Bring Your Own MCP

Connect your own MCP server so Minoa’s agents can use its tools and data.
Setup guides for each client:

Claude

Claude Desktop and Claude Web.

ChatGPT

ChatGPT connectors.

Slack

Slackbot MCP client.

Glean

Glean MCP client.

Dust

Dust AI agents.

Langdock

Langdock agents.

n8n

n8n workflow automation.

Other MCP Clients

Manual setup for any MCP-compatible client.
MCP connections authenticate as you, so an assistant can read and change exactly what you can read and change in the app, and nothing more. For the full picture, see permissions and governance.

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Get value out to where your team works

Once a business case exists, these integrations put it in front of the people who need it.

Notifications

Get notified right when it matters, like external stakeholder engagement on your business cases.
SlackGmailOutlook

Minoa Agent in Slack

The Minoa agent can be invoked with a single @-mention and has full access to your value intelligence data.
Slack

Exports

Export a business case as a polished deck or PDF to hand to your champion.
Google SlidesPDFPowerPoint

Content & Embeds

Export business cases into Seismic, or embed a live one in Miro, Notion, or Trumpet.
SeismicMiroNotionTrumpet

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Frequently asked questions

Very likely. For AI assistants, any client that speaks MCP can connect to Minoa even if it’s not in our setup guides, so start with Other MCP Clients. For everything else, our team is happy to help, so reach out to support@minoa.io and tell us what you use, and we’ll look at adding support for it.
Most do. Connecting your CRM, call recorder, identity provider, or data warehouse touches org-wide settings, so you’ll usually need admin rights both in Minoa and in the tool you’re connecting. Personal connections, like linking your own AI assistant over MCP, only act as you and don’t need admin access.
No. Only one call recorder can be connected per workspace at a time. If you’re switching providers, reach out to support@minoa.io before you start, so we can help make the switch as smooth as possible.
Yes. Minoa pulls accounts, opportunities, and contacts in, and writes business case totals, ROI, and status back to custom fields on the Salesforce Opportunity and custom properties on the HubSpot deal, so your pipeline reports can filter and forecast on value data.
No. A data warehouse is optional. Connect one when you want verified product data behind your numbers instead of estimates. Everything else works without it.
Yes. MCP connections authenticate as you, so an assistant can read and change exactly what you can in the app, and nothing more. See permissions and governance for the full picture.

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Key takeaways

  • Set up SSO and SCIM first, so access follows your identity provider as your team grows.
  • Then connect your CRM. Salesforce and HubSpot sync both ways, so value data lands in your pipeline reports.
  • The Minoa MCP Server is powerful because it meets your team in the AI tools they already use, from Claude to Slack. Once it’s enabled for your workspace, point your client at https://mcp.minoa.io and sign in.
  • Connect a call recorder to turn call transcripts into value messaging. Only one recorder can be connected at a time.
  • Connect a data warehouse when you want verified product data behind your numbers instead of estimates.