Integrations
Minoa runs on the systems you already have
Two-way sync with Salesforce and HubSpot, six call recorders, three data warehouses, and a remote MCP server for your agents. Here is every connection and exactly what it does.
Last reviewed
A business case is only as good as the deal context behind it, and that context is already spread across your CRM, your call recordings and your product data. Minoa reads all three, builds the case, and writes it back onto the record your team runs forecast reviews from. Nothing asks a rep to retype anything.
All 24 connections below are live today, and none of them is a paid add-on. A CRM admin runs the CRM connection once and sync starts. Where a connector sits on the Enterprise plan, the card says so.
CRM
Minoa reads the deal you already have in the CRM and writes the business case back onto the record, so the value data lands where your team runs forecast and deal reviews rather than in a second tool nobody opens.
Salesforce
Data moves in both directionsNative, two-way. Opportunities and accounts sync into Minoa, and every business case writes back to the opportunity as a Salesforce record you can report on.
- Opportunities, accounts, contacts and any custom fields you configure sync in every 15 minutes, incrementally, so only records changed since the last run are fetched.
- Business cases write back in real time as Minoa_Business_Case__c records linked to the opportunity.
- The optional managed package adds a Lightning component to the opportunity page plus the Minoa_Business_Case__c and Minoa_Opportunity_Intelligence__c objects.
- Because the data is on standard Salesforce objects, you can build reports and dashboards on which deals carry a business case and how that tracks against win rate, using Salesforce's own reporting.
HubSpot
Data moves in both directionsTwo-way. Deals and companies sync into Minoa, and business case data writes back to the deal as custom properties.
- Deals become Minoa opportunities and companies become Minoa accounts, carrying name, stage, close date, amount, description, owner, create date and currency.
- HubSpot owners are matched to Minoa users by email address, with a configurable fallback owner when no match exists.
- A deal has to be associated with a company in HubSpot to sync. Deals with no company association are skipped.
Call recording
The buyer's own numbers and priorities are usually said out loud on a discovery call and then lost. Connecting a call recorder lets Minoa build the value summary from the transcript instead of from a rep's memory of it.
Gong
Data flows into MinoaCalls and transcripts flow into Minoa and can be attached as context to any business case.
- Connected through OAuth.
Chorus
Data flows into MinoaCalls and transcripts flow into Minoa and can be attached as context to any business case.
- Connected with an API key from your Chorus personal settings.
Zoom
Data flows into MinoaRecorded Zoom meetings flow into Minoa and can be attached as context to any business case.
- Connected through OAuth.
Fathom
Data flows into MinoaFathom recordings flow into Minoa and can be attached as context to any business case.
- Connected with a Fathom API key.
Attention
Data flows into MinoaAttention recordings flow into Minoa and can be attached as context to any business case.
- Connected with an Attention API key.
Momentum
Data flows into MinoaMomentum recordings flow into Minoa and can be attached as context to any business case.
- Connected with a Momentum API key.
Data warehouse
This is what turns a projection into a measurement. Point Minoa at a curated view of your product data and the numbers in the business case stop being assumptions: baselines are real at the start, and realized value updates itself in time for the renewal.
Snowflake
Data flows into MinoaEnterprise
Minoa polls a view you expose and routes each metric to the business case input it belongs to.
- You expose a dedicated view rather than a production table, so Minoa reads only the metrics you choose to share.
- One row per account, metric and period. Minoa polls on a schedule using a cursor column, so each sync fetches only new or changed rows.
Google BigQuery
Data flows into MinoaEnterprise
Minoa polls a view you expose and routes each metric to the business case input it belongs to.
- Same curated-view model as Snowflake, with metric values typed as FLOAT64.
Databricks
Data flows into MinoaEnterprise
Minoa polls a view you expose and routes each metric to the business case input it belongs to.
- Same curated-view model as Snowflake.
AI agents
Minoa connects to agents in both directions: your agents can read and act on Minoa, and Minoa's own agents can call tools you expose. Both run on the same permission model as the app, so an AE's agent can do exactly what that AE can do and no more.
Minoa MCP server
Data moves in both directionsA remote MCP server at mcp.minoa.io that lets any MCP-compatible client read business cases, pipeline analytics and value frameworks, and trigger Minoa actions.
- Nothing to enable and no access to request. Point a client at mcp.minoa.io and sign in with your Minoa account.
- Enforced by the same backend as the web app. Editing the value framework, including its math, stays admin-only.
- Reading data over MCP is free.
Claude
Data moves in both directionsClaude Desktop and Claude web connect to Minoa over MCP and answer questions about your own pipeline.
- "Show me my open business cases", "which use cases have the highest win rate", "create a business case for Acme Corp".
Glean
Data flows out of MinoaGlean's enterprise search and AI experiences query live Minoa context through Glean's MCP client.
- Authenticated with an OAuth client you generate in Minoa's integration settings.
Dust
Data moves in both directionsDust agents query your pipeline, analyse use case performance and create business cases.
- Connects over MCP.
Langdock
Data moves in both directionsLangdock agents and chats get direct access to Minoa, discovering the available tools automatically.
- Connects over MCP.
Bring your own MCP
Data flows into MinoaEnterprise · Beta
The reverse direction: point Minoa at an MCP server you run, and its tools become available to Minoa's research agent when it works a deal.
- In beta. Contact support@minoa.io to have it enabled for your workspace.
- Connected servers appear in the Business Case Copilot's context panel, and the research agent calls their tools alongside Minoa's own research flow.
n8n
Data moves in both directionsAutomate around Minoa without writing a service: n8n connects over MCP and bridges Minoa to hundreds of other tools.
- Works with n8n Cloud or a self-hosted instance.
- Typical workflows: alert a Slack channel when a deal reaches a stage, keep Minoa and the CRM in step, push Minoa data into a sheet or dashboard.
Content and messaging
Where the case goes once it exists: into the digital sales room the buyer already has open, into the content system your enablement team runs, into the channel your reps live in, and into whatever format the buyer will actually read.
Trumpet
Data flows out of MinoaEmbed the live business case in a Trumpet digital sales room, so the buyer opens the working model rather than a PDF of last month's version.
- The case renders inside the pod in presentation mode. It is never editable from the embed, so nothing the buyer does can change your numbers.
- Buyer-side viewers are recognised automatically from the room, with no Minoa login and no magic link, which is what makes second and third readers realistic. Win rate rises from 39% with one buyer-side reader to 53% with two.
Seismic
Data flows out of MinoaExport a business case straight into a Seismic workspace as a PDF or a PowerPoint deck.
- Two-step setup: an admin connects the organisation with your Seismic tenant ID, then each user authenticates their own Seismic account on first export.
- Seismic authenticates per user, so everyone exports into the workspaces they already have permission for.
Slack
Data flows out of MinoaReal-time updates about your opportunities in the channel your team already watches.
- Added from Settings, subject to your Slack workspace's app approval rules.
- Each user controls which notifications they receive in their own preferences.
Google Slides, PowerPoint and PDF
Data flows out of MinoaOne click turns the current business case into a deck: executive summary, value summary, every use case, the offer and the timeline.
- Export to Google Slides to edit the deck before sharing, or straight to PowerPoint or PDF.
- Slide templates are set on the value framework, so the deck comes out in your own brand.
Identity and provisioning
The part IT asks about. Minoa authenticates against the identity provider you already run and keeps its user list in step with it automatically.
Single sign-on
Data flows into MinoaEnterprise
Microsoft Entra ID and Google Workspace work out of the box. Anything else connects over OIDC or SAML 2.0.
- Built in: Microsoft (Azure AD / Entra ID) and Google (Google Workspace).
- Custom providers over OpenID Connect, which we recommend, or SAML 2.0. Okta, Auth0, OneLogin and Google Workspace are all supported.
- Custom SSO is configured with our support team and typically takes one to two business days.
SCIM 2.0
Data flows into MinoaEnterprise
Users and groups provision and deprovision automatically from your identity provider, so leavers lose access without anyone filing a ticket.
- Creates users, syncs attribute changes, suspends users removed upstream, and maps group membership onto Minoa tags.
- Authenticated with a per-organisation bearer token. Contact us to have SCIM enabled.
Anything else
If it speaks MCP, it already connects
The named clients above have step-by-step guides, but the MCP server is a standard interface, not a per-vendor build. Any MCP-compatible client can point at mcp.minoa.ioand sign in with a Minoa account, and it inherits that user's permissions exactly. Reading data is free.
Frequently asked questions
Straight answers on what Minoa does, how teams roll it out, and how it compares.
Does Minoa integrate with Salesforce?
Yes, natively and in both directions. Opportunities, accounts, contacts and your custom fields sync into Minoa every 15 minutes, and each business case writes back to the opportunity as a Minoa_Business_Case__c record. An optional managed package adds a Lightning component to the opportunity page, so reps build and read the business case without leaving Salesforce.
Does Minoa integrate with HubSpot?
Yes, in both directions. HubSpot deals become Minoa opportunities and companies become Minoa accounts, carrying name, stage, close date, amount, owner and currency, and business case data flows back to the deal as custom properties. Deal owners are matched to Minoa users by email. A deal has to be associated with a company in HubSpot to sync.
What does Minoa write back to the CRM?
The business case itself, on the deal record. In Salesforce that is a Minoa_Business_Case__c record linked to the opportunity, plus Minoa_Opportunity_Intelligence__c with the managed package; in HubSpot it is custom deal properties. Because it lands on standard CRM objects, you can report on which deals carry a business case and how that tracks against win rate using your CRM's own reporting.
Does connecting Minoa to our CRM need IT involvement?
A CRM admin runs the OAuth connection once, in Settings, and sync starts immediately. That is the whole requirement. The Salesforce managed package, which adds the Lightning component and the custom objects, is optional and installed separately when you want the in-CRM experience.
Which call recording tools does Minoa support?
Gong, Chorus, Zoom, Fathom, Attention and Momentum. Calls become selectable context on any business case, so the value summary is generated from what the buyer actually said on the call rather than from a rep's notes. One call recorder is connected at a time.
Can Minoa read our product usage data?
Yes, from Snowflake, Google BigQuery or Databricks, on the Enterprise plan. Your data team exposes a curated view holding only the metrics you choose to share, Minoa polls it on a schedule and routes each metric to the business case input it belongs to. That is what turns a projected number into a measured one at renewal.
Can our AI agents connect to Minoa?
Yes. Minoa runs a remote MCP server at mcp.minoa.io, so Claude, Glean, Dust, Langdock, n8n or any MCP-compatible client can read business cases, pipeline analytics and value frameworks and trigger Minoa actions. There is nothing to enable and reading data is free. Bring Your Own MCP works the other way: Minoa's own research agent calls tools from an MCP server you run.
Does Minoa support SSO and SCIM?
Yes, on the Enterprise plan. Microsoft Entra ID and Google Workspace work out of the box, and any other provider connects over OpenID Connect or SAML 2.0, including Okta, Auth0 and OneLogin. SCIM 2.0 provisions and deprovisions users automatically and maps identity provider groups onto Minoa tags.
Still have questions? Talk to our team
See it running against your own CRM.
Connect Salesforce or HubSpot in a demo and watch a business case build itself from a real opportunity.
Integrations are included in the flat platform fee, not billed as add-ons. SSO, SCIM, the warehouse connectors and bring-your-own MCP sit on the Enterprise plan.