MDAGLOBAL
TRADING← Back to CRM
MCP connection available

MDA TRADE CRM · AI ACCESS

Connect your calling workspace

Ask an AI agent for your next calls, look up client history, or have it update CRM records after a conversation.

15CRM tools
01 · CODEX & CHATGPT

Use the MDA Trade CRM plugin

  1. Open Plugins → Personal → Created by you in Codex or ChatGPT.
  2. Choose MDA Trade CRM and select Install or Connect if prompted.
  3. Start a new chat, select the plugin, and ask for your next calls.

Already installed? Select it in a new chat so its latest tools appear.

02 · OTHER MCP CLIENTS

Add the remote server

In an OAuth-capable MCP client, add this server URL and complete the ChatGPT sign-in it opens.

Use this URL; the CRM website address is not the MCP endpoint.

WHAT YOU CAN ASK

From a question to a CRM update

  • “Show my next calls for French-speaking contacts.”
  • “Find this company and summarize its contacts and call history.”
  • “Add a new company, contact, and lead, then assign the lead to me.”
  • “Log this call, add a comment, and record the sample I sent.”
Who can use it?

The agent uses your ChatGPT identity, while this website uses email codes. Only active CRM team members can read or change data through MCP. Add Mouloud and Dzenes in Team when their email addresses are ready; their agent sign-in email should match the approved address.