• NEW LEAD
  • STAFF TASK
  • DATA RETRIEVAL
  • HUMAN REVIEW

How to capture and track new leads with your AI

Connect Arbox to your AI client once. From then on, you just talk to your agent to manage your pipeline.

Ask AI about this page

Short answer

How can I capture and track leads using my AI?

You tell your AI about a new prospect, and it uses Arbox to create a lead record and assign follow-up tasks to your staff. This moves your data from a conversation directly into your organized workflow.

Where everything lands.

The outcomes of your requests.

Your agent sorts every interaction into these specific results.

NEW LEAD

Lead creation

The AI builds a profile for every new prospect you mention. This keeps your database current without manual typing.

STAFF TASK

Automated assignments

Your agent creates actionable tasks for your team based on the lead's needs. This ensures no follow-up gets missed.

DATA RETRIEVAL

Lead lookups

You can ask your agent for details on existing prospects. It pulls the specific information you need from Arbox instantly.

HUMAN REVIEW

Manual oversight

The AI handles the entry, but you remain in control. You decide which leads are high priority and which tasks need human eyes.

The workflow

What your AI does when a prospect walks in.

The AI acts as the bridge between your conversation and your Arbox database.

  1. Capture details

    When you describe a new person or their interest, the AI builds a new entry in your system.

    create_lead

  2. Check history

    If you aren't sure if someone is already in your system, the AI checks your existing records.

    get_lead

  3. Assign work

    The AI turns the lead's requirements into a specific to-do item for a staff member.

    create_task

  4. Verify status

    You can ask the AI to confirm that the lead was successfully added and the task was assigned.

    get_leadcreate_task

Try it

Copy these to start.

Use these prompts to trigger actions in Arbox.

Starting points

These are opening lines, not scripts. Swap out the names and details with your actual prospect info.

Arbox Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_nP5MdSofdTOhyDw9MdR7C2apCYqtgXxZ2gILo5rt/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 — Arbox capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "arbox-alternative-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_nP5MdSofdTOhyDw9MdR7C2apCYqtgXxZ2gILo5rt/mcp"
    }
  }
}
Copy into chat04

  • Create a new lead in Arbox for John Doe, who is interested in the summer membership.

  • Find the lead details for Sarah Jenkins to see her contact info.

  • Create a task for the front desk to call the new lead, Mike Ross, tomorrow morning.

  • Check if we have a lead on file for a person named Elena Gilbert.

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

Start here

Connect Arbox once, then ask.

One link, login stays encrypted on our side, and the full walkthrough lives on the Connector page.

Connect Arbox to your AI

FAQ

How this task behaves.

  • 01

    Can the AI delete leads from Arbox?

    No. The AI can only create or retrieve lead information.

  • 02

    Does the AI decide which staff member gets a task?

    The AI creates the task, but you should specify the assignee in your prompt to ensure it goes to the right person.

  • 03

    Can I use this with Claude or Cursor?

    Yes. Any MCP-compatible client will work once you connect the Arbox MCP through Vinkius.

  • 04

    Will the AI automatically send emails to my leads?

    No. This specific set of tools is for creating leads and tasks, not for sending outbound communications.

  • 05

    Can the AI update an existing lead's phone number?

    No. The current tools allow for creating new leads and retrieving existing ones, but they do not include an update tool.

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

Connect Arbox to Claude, Cursor, ChatGPT & more