GReminders — Scheduling & CRM MCP for Professional Firms¶

Appointment reminder and scheduling platform with MCP integration. GReminders gives AI agents secure access to your firm's scheduling, calendar, CRM, and client data. Agents can book and manage meetings, retrieve information from your CRM, answer questions about clients, and help advisors stay organized.

What It Does for Operators¶

Calendar + CRM MCP — Single endpoint for scheduling and client data access
Secure agent access — AI agents get scoped access to firm data through OAuth
Meeting management — Book, reschedule, cancel appointments through agent commands
Client data retrieval — Query CRM records, financial information, and firm data from your AI agent
Multi-advisor support — Works across teams with appropriate access controls

Installation¶

# No installation — hosted endpoint
# Connect your GReminders account via OAuth

Claude Desktop / Hermes Config¶

{
  "mcpServers": {
    "greminders": {
      "type": "url",
      "url": "https://api.greminders.com/mcp"
    }
  }
}

Key Tools¶

Tool	Description
`book_meeting`	Schedule appointments with clients
`get_calendar`	View firm calendar with filters
`get_client_info`	Retrieve CRM records for a client
`search_clients`	Search CRM by name, email, or custom fields
`send_reminder`	Trigger appointment reminders
`get_firm_data`	Query firm-level data and metrics

Note: Tool names are approximate. Full documentation at api.greminders.com.

Operator Use Cases¶

Financial Advisors — "Claude, what meetings do I have tomorrow and what's the AUM for each client?"
Law Firms — Book client consultations and pull case files without leaving the AI conversation
Medical Practices — Manage patient appointments and retrieve intake information
Consulting Firms — Schedule discovery calls and pull engagement history in one query

CorpusIQ Angle¶

GReminders is the first scheduling + CRM MCP server for professional services firms — one of CorpusIQ's core operator personas. Operators running service businesses can pair GReminders (client-facing scheduling) with CorpusIQ (back-office financial data) for a complete AI-powered operations stack.

Limitations¶

Requires active GReminders subscription
Focused on professional services (not general scheduling)
New MCP integration — API stability TBD
CRM data scope depends on GReminders account tier