# Formilla MCP for AI Agents AI Agent Connect

> Formilla MCP connects your live chat data to your AI agent. It lets your agent handle lead qualification, update customer contact info, and manage your entire chat database without you having to toggle between tabs or manually type in details. It turns your chat interactions into organized data automatically.

## Overview
- **Category:** customer-support
- **Price:** Free
- **Endpoint:** https://edge.vinkius.com/vk_preview_5kIJol9qUEF1Y75V7c0dzIKDkkfRQGB29rqsTsxs/ai-agent-connect
- **Tags:** real-time-chat, lead-qualification, in-app-messaging, customer-data, chatbot, contact-management

## Description

You can give your AI agent the ability to actually do something with the people chatting on your site. Instead of just having a bot that talks, this Connector lets your agent manage the backend of your customer relationships. If a visitor provides an email, your agent can check if they already exist, update their phone number, or create a new record on the fly. It handles the heavy lifting of data entry so you don't have to copy and paste info from a chat window into a CRM. By connecting Formilla through the Vinkius catalog, you turn your agent into a coordinator that keeps your contact list clean and up to date. It can also pull up conversation histories or specific visitor data, giving your agent the context it needs to provide better support. It's about making sure the data stays synced across your tools without manual intervention. This means your team spends less time on admin work and more time actually helping customers.

## Tools

### get_contact_by_email
Find a specific user's profile using their email address. This helps your agent identify returning customers quickly.

### get_contact
Fetch all the details for a specific contact record. Use this to see the full profile of a customer during a chat.

### get_conversation
Pull the full history of a specific chat interaction. It gives your agent the context it needs to stay helpful.

### list_contacts
See a full list of everyone in your Formilla account. This is great for getting a bird's eye view of your audience.

### list_conversations
View a list of all recent chat threads. Use this to monitor recent activity across your site.

### list_segments
See how your audience is grouped into different segments. This helps your agent understand different customer types.

### list_visitors
Get a list of people currently or recently visiting your site. Use this to track real-time traffic.

### search_contacts
Find specific people using various search criteria. It makes finding customers much faster than manual scrolling.

### update_contact
Change the information for an existing contact record. Use this to keep phone numbers and emails current.

### upsert_contact
Create a new contact or update an existing one in one step. It's the best way to handle new leads automatically.

### check_formilla_status
Verify that your connection to Formilla is active. This ensures your agent can always reach your data.

### delete_contact
Remove a contact from your database permanently. This helps you stay compliant with user privacy requests.

## Prompt Examples

**Prompt:** 
```
Check if john@example.com is in my Formilla account.
```

**Response:** 
```
I've checked your records. John Doe is already in your Formilla account. I can see his last chat was yesterday. Would you like me to pull up the details?
```

**Prompt:** 
```
Update the phone number for the person who just emailed me.
```

**Response:** 
```
I've updated the phone number for that contact. It's now synced in your Formilla dashboard and is ready for the next time they reach out.
```

**Prompt:** 
```
Who are my most recent visitors?
```

**Response:** 
```
Here are the latest visitors to your site:

| Name | Email |
| --- | --- |
| Sarah Smith | sarah@example.com |
| Mike Ross | mike@example.com |

Would you like to see more details on any of them?
```

## Capabilities

### Create or update contact records
Your agent can save new leads or update existing customer info directly from a chat.

### Pull detailed metadata
Get specific details for any user to provide more personalized support.

### Retrieve conversation histories
Access past chat logs so your agent knows what happened in previous interactions.

### Filter and search contacts
Find specific customers quickly using emails or other search criteria.

### Sync external user data
Keep your external databases and Formilla records in sync using unique identifiers.

### Remove old contacts
Delete records programmatically to maintain a clean database and meet privacy rules.

## Use Cases

### Automated Lead Capture
A visitor gives an email in chat. The agent uses `upsert_contact` to save them to Formilla immediately without you touching a keyboard.

### Contextual Support
A user asks about a past order. The agent uses `get_conversation` to see what was discussed before and provides a more helpful answer.

### Privacy Request Handling
A customer asks to be removed from your list. The agent uses `delete_contact` to handle the request instantly and keep you compliant.

### Marketing Data Sync
A marketing tool sends a new lead. The agent uses `upsert_contact` to mirror that data in Formilla so your chat team sees it too.

## Benefits

- Stop manual data entry by using `upsert_contact` to save new leads as they chat with your site.
- Get instant context by pulling chat history with `get_conversation` during a live support session.
- Keep your database clean by using `delete_contact` to handle privacy requests quickly and accurately.
- Sync your external CRM data easily using unique IDs to keep records consistent across all your platforms.
- Find specific customers faster by using `search_contacts` instead of scrolling through a dashboard.
- Automate your lead qualification by letting your agent update contact info in real time during conversations.

## How It Works

The bottom line is you get a way to manage your live chat database through plain conversation with your agent.

1. Subscribe to the Formilla MCP on Vinkius.
2. Grab your API Auth Token from the Formilla dashboard settings.
3. Connect the token to your AI client to start managing contacts.

## Frequently Asked Questions

**Can the Formilla MCP help me manage my live chat leads?**
Yes, it lets your AI agent create and update contact records automatically as people chat with you.

**How does Formilla help with customer data privacy?**
It allows your agent to delete contacts directly, making it much easier to handle privacy requests and keep your database clean.

**Can I see past chat history using Formilla?**
Yes, your agent can pull up full conversation details so you have the context needed to provide better support.

**Will this help me stop manual data entry?**
Definitely. Your agent can take the information provided in a chat and save it to your Formilla account without you having to type anything.

**Can Formilla sync my existing customer list?**
Yes, you can use unique identifiers to sync your external user data with your live chat ecosystem.

**Is Formilla good for marketing teams?**
It's great for syncing new leads and tracking custom attributes across your customer database using natural language.

**How do I find my API Auth Token in Formilla?**
Log in to your Formilla dashboard, navigate to **Settings** > **Security**, and copy your unique API Auth Token.

**Can I use the agent to sync my existing user IDs?**
Yes! The `upsert_contact` tool accepts a `UserId` parameter specifically designed to link your internal system identifiers with Formilla records.

**Does it support deleting multiple contacts at once?**
The `delete_contact` tool operates on a single contact ID at a time. To delete multiple records, your agent can iterate through a list of IDs programmatically.