Productivity
Overview
Connect ChatGPT to your Markedin account. Search accessible customers, read customer details and notes, review notifications, recurring reminders and calendar events, list assigned employees where permitted, and generate activity reports from recorded customer activity. Access is limited to data available to the authenticated Markedin account and its role permissions. The plugin provides read and reporting workflows; it does not create, modify or delete customers, notes, reminders or calendar events, and it does not process subscription purchases inside ChatGPT.
Tools
Generate an activity report from dated notes and verified visits. The server checks the signed-in user role. Report ownerActivity includes ownerType=self for the admin account; do not present that owner as an employee. Use list_employees to answer which employees the user has. Omit ownerRefs and employeeName for all allowed owners, select opaque owner references, or select one employee by exact name. Defaults to the last 30 local dates. A verified visit is a note with location=true.
get_marker
ChatGPTGet details, contacts, and up to five recent notes for a Markedin marker returned by search_markers. Pass its ownerRef and markerId; the server verifies access.
get_marker_notes
ChatGPTRead notes for one Markedin customer or marker ID. Pass ownerRef and markerId from search_markers; the server verifies access. Returns complete note text, dates, verified visit flags, and attachment names.
get_profile
ChatGPTReturn the Markedin account connected to this request.
hello_markedin
ChatGPTCheck that the Markedin MCP connection is working. Returns a short greeting.
list_activity
ChatGPTList this Markedin user’s notifications, recurring reminders, and calendar events. Always supply the user’s current IANA time zone; ask the user if it is unknown. Filter by unread state and inclusive local date range. Recurring reminder occurrences are calculated from startDate and interval even if stored date is stale. Missing isUnRead means unread. Results are newest first.
list_employees
ChatGPTUse this tool when asked which employees the user has or to list employee names. Returns assigned employees and opaque owner references for an admin or subadmin; excludes the caller. Use an ownerRef to select an employee for a report. Employees and individuals receive an empty list.
search_markers
ChatGPTFuzzy-search customer markers by name, address, external ID, layer, or phase, including minor typos. The server checks the signed-in user's role and searches only allowed marker owners. Pass each result's ownerRef and markerId to follow-up tools.
search_notes
ChatGPTSearch all accessible notes by their text, including forwarded email bodies and note fields. Each result includes the customer linked to its marker. Results are limited to the signed-in user and any employees allowed by their role. Use the returned ownerRef and markerId with get_marker or get_marker_notes for more context.
Capabilities
Search CustomersRead Customer Details And NotesReview Reminders And Calendar ActivityGenerate Field Activity Reports
Example Prompts
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