# Retable MCP for AI Agents AI Agent Connect

> Retable MCP lets your AI agent handle your project data and records directly. Instead of switching tabs to update statuses or find project details, you can just tell your agent to do it. It gives your AI the power to read, create, and modify your Retable tables, making it a hands-on data manager for your team's workflows. Connect it to your agent to automate your spreadsheet tasks.

## Overview
- **Category:** productivity
- **Price:** Free
- **Endpoint:** https://edge.vinkius.com/vk_preview_X91AuQv858pXn8isDT9V12prRCAmmasTd9J20AeG/ai-agent-connect
- **Tags:** relational-database, spreadsheet-automation, collaborative-data, data-entry, workflow-management, api-integration

## Description

You're tired of jumping back and forth between your project management tool and your chat window. This Connector changes that by letting your AI agent actually do the heavy lifting inside Retable. You can ask it to find specific project details, list out all the records in a table, or create new entries without you having to touch a single button. It's like giving your agent a seat at the desk next to you. When you connect this via the Vinkius catalog, your agent gains a direct line to your data. You can have it audit your records, update statuses in bulk, or check the health of your connection to make sure everything is running smoothly. It turns your spreadsheet from a static list into an active database that your agent can manage on your behalf. Instead of manually typing in new leads or updating a task to completed every time a meeting ends, your agent handles the data entry. You can ask for a summary of everything happening in a specific project, and it will pull that info instantly. This means you spend less time on the how of data management and more time on the what of your actual work.

## Tools

### get_project
Get the specific details of a single project. It helps you see the scope and components of any project.

### create_record
Add a brand new entry to your chosen table. Use this to automate data entry from your conversations.

### delete_record
Remove a record from a table permanently. This helps you keep your database clean of old or junk data.

### get_record
Fetch all the data for a specific record. This is useful for pulling deep details on a single entry.

### get_table
View the structure and details of a specific table. It lets you see what columns and types of data are available.

### list_projects
See a full list of every project in your account. Use this to get a high-level overview of all your work.

### list_records
Pull all records from a specific table. This lets your agent scan your entire dataset for specific info.

### list_tables
See every table available within a chosen project. It helps you navigate the structure of your workspace.

### update_record
Change the information inside an existing record. This is the primary way to update statuses or details.

### check_retable_status
Verify that your API connection is active and working. It ensures your agent can actually reach your data.

## Prompt Examples

**Prompt:** 
```
List my active projects.
```

**Response:** 
```
You have 3 active projects:

| Project Name | Tables | Status |
| :--- | :--- | :--- |
| **CRM Pipeline** | 4 tables | In Progress |
| **Inventory** | 2 tables | Active |
| **HR Tracker** | 3 tables | On Hold |
```

**Prompt:** 
```
Add a new client named 'Acme Corp' to my CRM table.
```

**Response:** 
```
Done! I've added the new record.

**Record Details:**
- **Name:** Acme Corp
- **Status:** New
- **ID:** rec_8291

Would you like me to update any other fields for this client?
```

**Prompt:** 
```
Update the status of the 'Alpha' project to 'Completed'.
```

**Response:** 
```
I've updated that for you. The **Alpha** project is now marked as **Completed** in your Retable workspace.
```

## Capabilities

### List all active projects
Your agent can pull a full list of every project in your account to give you a high-level overview.

### Create new records
Add new entries to any table automatically based on instructions from your chat.

### Update record details
Change statuses, dates, or any other field in an existing record without opening the app.

### Browse table schemas
Let your agent see the structure of your tables so it knows exactly what data it can manage.

### Retrieve specific records
Fetch deep details on a single entry to get the full context of a specific record.

### Verify connection health
Check if the API connection is live to ensure your agent has constant access to your data.

## Use Cases

### Automating Lead Entry
A sales lead comes in via chat. The user asks the agent to use create_record to add the lead to the CRM table immediately.

### Project Status Summaries
A manager needs a quick update. The agent uses list_projects and get_project to summarize the status of all active work.

### Bulk Data Cleanup
A user wants to clear out old entries. They ask the agent to use delete_record to remove all expired records from a list.

### Updating Client Info
A client changes their phone number. The agent uses update_record to change the field in the database based on a chat message.

## Benefits

- Stop manual data entry by using create_record to add new entries from chat automatically.
- Get instant project summaries by having your agent use list_projects and get_project to scan your work.
- Keep your tables organized by using update_record to change statuses or details in bulk.
- Audit your data quickly with list_records to see everything in one view without clicking.
- Maintain a clean workspace by using delete_record to clear out old or junk data quickly.
- Ensure your data stays synced by using check_retable_status to monitor your connection health.

## How It Works

The bottom line is you get a direct connection between your chat interface and your Retable database.

1. Connect your Retable account to your AI client via the Vinkius platform.
2. Grant the agent permission to access your specific projects and tables.
3. Start giving commands like add a new lead or summarize project X.

## Frequently Asked Questions

**Can the Retable MCP help me update my projects?**
Yes, it lets your agent change statuses and details directly in your Retable workspace, saving you from manual updates.

**How does the Retable MCP handle data entry?**
It can create new records automatically based on your chat instructions, meaning your agent can build your tables for you.

**Can I use the Retable MCP to see my tables?**
Yes, your agent can list all tables in a project so you can quickly see your workspace structure.

**Is the Retable MCP good for CRM tasks?**
It's great for any table-based CRM where you need to add, update, or manage records using natural language.

**Can the Retable MCP check if my account is connected?**
Yes, it includes a status check to ensure your API is live and your agent can reach your data.

**Does the Retable MCP work with my existing Retable data?**
It connects directly to your existing projects and tables, allowing your agent to interact with your current data.

**Can my AI create and update records in Retable?**
Yes. Use `create_record` to add new rows and `update_record` to modify existing ones. Both accept a JSON string with field values.

**How do I query records from a specific table?**
Use `list_records` with the table ID. The agent returns all rows with their field values.

**Can I delete records through the AI?**
Yes. The `delete_record` tool permanently removes a row from a table by table ID and record ID.