• LOGGING
  • REVIEW
  • TASKS
  • HUMAN

How to log client activities with your AI

Connect Applied Epic to your AI client once. After that, you just talk to your agent to keep your client records updated.

Ask AI about this page

Short answer

How do I log client activities with my AI?

You just tell your AI what happened, and it uses the Applied Epic connector to write that data into the system. It handles the navigation and data entry for you. You'll see how it handles specific tasks below.

The results.

Where your updates land.

The AI handles the data entry so you can stay focused on the conversation.

LOGGING

New activity records

The AI writes new notes or tasks. These appear immediately in the client's history.

REVIEW

Activity history

You can ask your AI to pull up what happened with a client recently. It reads the existing logs to give you context.

TASKS

Follow-up reminders

Tell your agent to set a reminder for a specific date. It creates the task in Applied Epic so nothing slips through the cracks.

HUMAN

Manual verification

The AI won't delete or change old records on its own. You always retain control over the final state of your database.

The workflow

What your AI does when an activity is reported.

The AI acts as the bridge between your chat window and your Applied Epic database.

  1. Retrieve context

    The AI looks up the client or recent history to make sure it has the right details before writing anything.

    list_activities

  2. Create the log

    Once you confirm the details, the AI writes the note or task directly to the client record.

    create_activity

  3. Verify entry

    The AI checks the recent activity list to confirm the new entry was successfully added.

    list_activities

  4. Confirm to user

    The AI tells you exactly what it just did so you know the record is up to date.

    list_activities

Try it

Copy these to start.

Use these prompts to trigger actions in Applied Epic.

Starting points

Swap out the bracketed text with your actual client names or specific task details.

Applied Epic Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_qOuRgQwuG2ow13u3DPs78aiiQin4wiNqFopPz68G/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 — Applied Epic capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "applied-epic-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_qOuRgQwuG2ow13u3DPs78aiiQin4wiNqFopPz68G/mcp"
    }
  }
}
Copy into chat04

  • Log a new activity for Smith Insurance regarding the policy renewal discussion.

  • Show me the last three activities recorded for the Johnson account.

  • Create a follow-up task for Miller Group for next Tuesday.

  • What are the recent activity logs for the Peterson client?

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

Start here

Connect Applied Epic once, then ask.

Click the link to connect your account. Your credentials stay encrypted and is only used to facilitate the connection, and you can start using these tools in your favorite AI client immediately.

Connect Applied Epic to your AI

FAQ

How this task behaves.

  • 01

    Can the AI delete old client activities?

    No. The AI only has tools to list and create activities. It cannot delete or modify existing records.

  • 02

    Does the AI need me to find the client ID first?

    No. You can just use the client name, and the AI will find the right record to attach the activity to.

  • 03

    Will my Applied Epic login be shared with the AI model?

    No. Your login stays encrypted and is only used to facilitate the connection between the MCP and Applied Epic.

  • 04

    Can the AI create new clients in the system?

    No. This connector is limited to managing activities and tasks for existing clients.

  • 05

    How do I know if an activity was actually saved?

    The AI will confirm the action is complete, and you can always ask it to list the recent activities to verify.

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

Connect Applied Epic to Claude, Cursor, ChatGPT & more