• HOT LEADS
  • STALE
  • HUMAN
  • CLEAN

How to track recent customer inquiries with your AI

Connect AccuLynx to your agent to pull fresh lead data. Once connected, you can ask for updates on specific prospects or recent activity.

Ask AI about this page

Short answer

How can I see my newest leads in my AI?

Your agent uses the AccuLynx connector to pull a list of your most recent prospects and inquiries. You'll get a clear view of who needs a follow-up. This breakdown shows you how it works.

Lead outcomes.

Where your leads land.

The AI organizes your AccuLynx data into specific categories for your review.

HOT LEADS

Immediate follow-ups

The AI identifies new inquiries that haven't been touched yet. You get a list of names and contact details ready for a call.

STALE

Forgotten prospects

The agent flags leads that haven't had activity in a while. This helps you re-engage people who might have slipped through the cracks.

HUMAN

Manual review needed

Complex inquiries that require a person to look at specific project details are flagged. You decide how to handle these sensitive cases.

CLEAN

Updated records

The AI identifies leads that are already fully documented. You can skip these and focus on the active opportunities.

The workflow

What your AI does when the inquiry arrives.

The AI handles the heavy lifting of scanning your AccuLynx database.

  1. Fetch lead data

    The agent reaches into AccuLynx to grab your most recent prospect information.

    list_leads

  2. Filter by status

    The AI sorts through the data to separate new inquiries from existing customers.

    list_leads

  3. Identify gaps

    Your agent looks for leads missing contact info or recent notes.

    list_leads

  4. Summarize needs

    The AI prepares a brief overview of what each prospect is looking for.

    list_leads

Try it

Copy these to start.

Use these prompts to get moving once you've connected AccuLynx.

Starting points

These are opening lines. Swap out the specific lead names or status types to match your current AccuLynx setup.

AccuLynx Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_JBuq2qsb6VO7uyY9hH1CBQzJChgXyQBNE0aaAFXW/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — AccuLynx capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "acculynx-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_JBuq2qsb6VO7uyY9hH1CBQzJChgXyQBNE0aaAFXW/mcp"
    }
  }
}
Copy into chat04

  • List my most recent leads from AccuLynx so I can see who to call.

  • Show me all the new inquiries in AccuLynx from the last 24 hours.

  • Which leads in AccuLynx haven't been contacted yet?

  • Summarize the details for the newest prospect in my AccuLynx list.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect AccuLynx once, then ask.

Just click the link to connect your account. Your login stays encrypted and secure on our end, and the full walkthrough lives on the Connector page.

Connect AccuLynx to your AI

FAQ

How this task behaves.

  • 01

    Can the AI delete leads in AccuLynx?

    No. The AI can only read and list your lead data. It cannot delete or modify any records in your AccuLynx account.

  • 02

    Will the AI update my customer contact info automatically?

    No. The AI can pull the current information, but it does not have the ability to write or change data in AccuLynx.

  • 03

    How often does the AI see new leads?

    The AI sees new leads whenever you ask it to run the list command. It doesn't push updates to you automatically.

  • 04

    Can I ask the AI to call these leads for me?

    No. The AI identifies who needs a follow-up, but you still have to make the actual phone calls or send the emails yourself.

  • 05

    Does this work with any AI client?

    Yes, as long as you are using an MCP-compatible client like Claude, Cursor, or Windsurf.

  • More questions about AccuLynx? See everything the AccuLynx Connector can do

Connect AccuLynx to Claude, Cursor, ChatGPT & more