• TIMELINE
  • PRIORITY
  • SUMMARY
  • HUMAN

How to track upcoming sales tasks with your AI

Connect Agendor to your AI client to pull your activity queue into a single chat. You stop digging through menus and start working from a clear list of what's next.

Ask AI about this page

Short answer

How do I see my next sales follow-ups?

Ask your AI to list your scheduled tasks from Agendor. It pulls your chronological queue of activities so you know exactly who to call or email next. You get a clear view of your upcoming work.

Where your tasks land.

What you get from your task list

The AI pulls your raw data and organizes it into these specific views.

TIMELINE

A chronological queue

The AI uses list_tasks to pull every scheduled activity. You get a sequence of follow-ups ordered by when they need to happen.

PRIORITY

Identify urgent follow-ups

Your agent scans the task list to find anything due today or overdue. It highlights the most pressing contacts so you don't miss a window.

SUMMARY

Daily activity briefs

Instead of a long list, you can ask for a summary of your day. The AI groups tasks by contact or account type.

HUMAN

Decide your next move

The AI shows you the data, but you decide how to handle the conversation. It provides the context, but the actual outreach remains your call.

The workflow

What your AI does when the task arrives.

The AI acts as the bridge between your Agendor database and your chat interface.

  1. Fetch the queue

    The AI reaches into Agendor to grab your current set of scheduled activities.

    list_tasks

  2. Filter by date

    It sorts through the retrieved tasks to isolate only the ones relevant to your current timeframe.

    list_tasks

  3. Organize the data

    The agent cleans up the task descriptions and contact names into a readable format.

    list_tasks

  4. Present the list

    The AI displays your upcoming sales work directly in your chat window.

    list_tasks

Try it

Copy these to start.

Use these prompts to trigger your first task list.

Starting points

These are basic requests. You can swap out specific contact names or dates to get more precise results.

Agendor Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_HCSSS40E4lsF9bP9oLtnsBYOQCizpd37O7CqoFwe/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 — Agendor capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "agendor-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_HCSSS40E4lsF9bP9oLtnsBYOQCizpd37O7CqoFwe/mcp"
    }
  }
}
Copy into chat04

  • Show me my upcoming tasks in Agendor.

  • What sales follow-ups do I have scheduled for tomorrow?

  • List all my tasks for the Acme Corp account.

  • Which tasks in Agendor are currently overdue?

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

Start here

Connect Agendor once, then ask.

Just link your account through the Vinkius dashboard. Your credentials stay encrypted, and you can immediately start chatting with your Agendor data in any compatible client.

Connect Agendor to your AI

FAQ

How this task behaves

  • 01

    Can the AI create new tasks in Agendor?

    No. This specific task only allows the AI to retrieve and list your existing scheduled activities.

  • 02

    Will the AI delete my tasks if I ask it to?

    No. The AI only has permission to read your task list. It cannot modify or delete any data in Agendor.

  • 03

    Does it show the contact's phone number?

    Yes, if that information is included in the task details within Agendor, the AI will see it and can show it to you.

  • 04

    Can I ask for tasks from last week?

    Yes. You can ask the AI to look for past tasks or specific date ranges within your Agendor history.

  • 05

    Does the AI sync in real time?

    Yes. Every time you ask for a task list, the AI pulls the most current data available in your Agendor account.

  • More questions about Agendor? The Connector page answers them. See everything the Agendor Connector can do

Connect Agendor to Claude, Cursor, ChatGPT & more