• CLIENT DATA
  • PRODUCT DATA
  • QUOTES
  • HUMAN

How to manage customer and product data with your AI

Connect Altoviz to your AI client to pull live client profiles and product details without switching tabs.

Ask AI about this page

Short answer

How can I manage customer and product data with my AI?

Your AI uses Altoviz to fetch specific client information and product catalog details on demand. You can then use that data to build quotes or update records. You'll get the following outcomes.

Data outcomes

What you get

The AI pulls information from Altoviz to drive these results.

CLIENT DATA

Instant profile access

The AI pulls contact info and account history for any client. You get the exact details needed for personalized work.

PRODUCT DATA

Live catalog details

Your agent checks current product specs and availability. This ensures every quote uses current information.

QUOTES

Accurate quote building

By combining client and product data, your AI drafts precise quotes. You just review the numbers before sending.

HUMAN

Final verification

The AI handles the data retrieval and drafting. You stay in control to approve changes or finalize sensitive updates.

The workflow

What your AI does when you ask for data.

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

  1. Find clients

    The AI scans your database to find the right person or company.

    list_customers

  2. Get profile details

    Once identified, the AI pulls the specific contact info and account history for that client.

    get_customer_details

  3. Check products

    The AI looks through your current catalog to find specific items or categories.

    list_products

  4. Fetch item specs

    The AI retrieves exact pricing and technical details for a specific product.

    get_product_details

Try it

Copy these to start.

Paste these directly into your chat to begin.

Starting points

These are opening lines. Swap out the names in brackets with your actual client or product names.

Altoviz Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_TVt7ntczZlIS3lUFrC9DhWjhN3T3G4PTlaWupV1z/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 — Altoviz capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "altoviz-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_TVt7ntczZlIS3lUFrC9DhWjhN3T3G4PTlaWupV1z/mcp"
    }
  }
}
Copy into chat04

  • Show me a list of all my customers in Altoviz.

  • Get the details for the client named [Client Name].

  • List all products currently in my catalog.

  • What are the specific details for [Product Name]?

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

Start here

Connect Altoviz once, then ask.

Follow the link to authorize the connection. Your credentials stay encrypted on our side, and you can find the full walkthrough on the Connector page.

Connect Altoviz to your AI

FAQ

How this task behaves

  • 01

    Can the AI change my customer information?

    No. The current tools only allow the AI to read and list customer and product data.

  • 02

    Can I use this to delete products from my catalog?

    No. This MCP is designed for data retrieval and does not have tools to delete or remove records.

  • 03

    How does the AI know which product I'm talking about?

    The AI uses the product list to identify the correct item before fetching its specific details.

  • 04

    Do I need to manually export CSVs for the AI to read?

    No. Once connected, the AI accesses your data directly through the tools.

  • 05

    Can the AI create new customers in my database?

    No. The available tools are limited to listing and getting details for existing records.

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

Connect Altoviz to Claude, Cursor, ChatGPT & more