• PROFILE
  • NOTES
  • SEARCH
  • HUMAN

How to retrieve client account history with your AI

Connect Assembly to your AI client once. After that, you can pull up any client profile or internal note without leaving your chat.

Ask AI about this page

Short answer

How can I get client history in my chat?

Your AI uses Assembly to find specific client profiles and read the internal notes attached to them. You'll get the exact context you need for a conversation right in your chat window.

The results you get

What your AI finds

The AI handles the data retrieval so you can focus on the conversation.

PROFILE

Instant client context

The AI pulls specific client details using get_client. You get the core profile data immediately.

NOTES

Internal history access

Your agent reads through list_notes to find relevant background. You'll see what was discussed previously.

SEARCH

Client list overview

Use list_clients to see everyone in your database. The AI organizes these names for you to pick from.

HUMAN

Decision making

The AI provides the data, but you decide how to use that history in your client interactions. It doesn't make calls or send emails for you.

The workflow

What your AI does when you ask for history.

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

  1. Find the client

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

    list_clients

  2. Get profile data

    Once identified, the AI pulls the specific profile details for that account.

    get_client

  3. Locate notes

    The AI looks for any internal records associated with the client.

    list_notes

  4. Read note content

    The AI pulls the full text from a specific note to give you the context.

    get_note

Try it

Copy these to start.

Use these prompts to trigger the Assembly tools.

Starting points

Swap out the bracketed names for your actual client or note names.

Assembly Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_wr0c7t4w2JgwO1d446P1HJLQreEjWkcLpqnWiLUW/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 — Assembly capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "assembly-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_wr0c7t4w2JgwO1d446P1HJLQreEjWkcLpqnWiLUW/mcp"
    }
  }
}
Copy into chat04

  • Show me the profile for Acme Corp.

  • List all the clients in my database.

  • What are the internal notes for the client Jordan Smith?

  • Find the most recent note for the Peterson account.

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

Start here

Connect Assembly once, then ask.

One click connects the MCP to your client. Your login credentials stay encrypted and secure on our side.

Connect Assembly to your AI

FAQ

How this task behaves

  • 01

    Can the AI edit client notes?

    No. The tools only allow the AI to read and list existing data.

  • 02

    Can the AI delete a client profile?

    No. This MCP is for retrieving information, not modifying or deleting it.

  • 03

    Does the AI know which client I'm talking about automatically?

    The AI uses list_clients to find the right match, but you should provide a name to make it faster.

  • 04

    Can I see notes from other users?

    The AI can retrieve any note it has permission to access through the provided tools.

  • 05

    Will the AI contact the client for me?

    No. The AI only pulls data into your chat. You handle all outgoing communication.

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

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