• VERIFIED
  • INFORMED
  • RESOLVED
  • HUMAN

How to retrieve customer data and articles with your AI

Connect Atlas to your AI client once. From then on, your agent can look up client details and pull documentation to answer inquiries.

Ask AI about this page

Short answer

How can my AI find customer info and help articles?

Your AI uses Atlas to fetch client records and search your knowledge base. This lets your agent verify identities and find the right documentation to answer users. You get specific answers based on your own data.

Where the data goes.

What your AI accomplishes.

Atlas gives your agent the context it needs to be useful.

VERIFIED

Accurate client identity

The AI uses customer data to confirm who is asking. You get responses that match the specific user's profile.

INFORMED

Contextual answers

Your agent pulls relevant articles from your knowledge base. This ensures the information provided is correct.

RESOLVED

Faster issue handling

By combining user data with documentation, the AI handles the heavy lifting of searching. You spend less time digging through files.

HUMAN

Escalation ready

When the AI can't find a specific customer or article, it flags the gap. You step in only when the data is missing.

The workflow

What your AI does when a request arrives.

The AI follows a logical path from identifying the user to finding the answer.

  1. Identify the user

    The agent looks up the person asking the question to get their specific details.

    get_customer

  2. Search the knowledge base

    The AI scans your documentation to find articles that match the user's problem.

    list_articles

  3. Match data to content

    The agent compares the customer's profile against the retrieved articles to ensure the answer fits.

    get_customerlist_articles

  4. Deliver the response

    The AI presents the verified information or tells you if it needs more context.

    get_customerlist_articles

Try it

Copy these to start.

Use these prompts to test the connection immediately.

Starting points

These are opening lines. Swap the bracketed text for your actual names or IDs.

Atlas Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_1TbhSRlEHGEkIhUNWHxur0PeFrLDhD70vBtRuSTP/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 — Atlas capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "atlas-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_1TbhSRlEHGEkIhUNWHxur0PeFrLDhD70vBtRuSTP/mcp"
    }
  }
}
Copy into chat04

  • Get the profile for the customer named [Name].

  • Find all articles related to [Topic] in the knowledge base.

  • Check the details for customer [ID] and see if there are any articles about [Subject].

  • Who is the customer with email [Email] and what documentation do we have for [Issue]?

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

Start here

Connect Atlas once, then ask.

Follow the link to connect. Your credentials stay encrypted on our side, and the full walkthrough lives on the Connector page.

Connect Atlas to your AI

FAQ

How this task behaves.

  • 01

    Can the AI update customer information?

    No. The AI can only read existing customer data; it cannot change or delete any records.

  • 02

    Can the AI add new articles to my knowledge base?

    No. The AI is limited to listing and reading articles that already exist.

  • 03

    Does the AI see all my data?

    The AI only accesses the specific data it needs to fulfill your prompt via the provided tools.

  • 04

    What happens if the AI can't find a customer?

    The AI will tell you it cannot find a match for that specific identifier.

  • 05

    Can I use this with Claude?

    Yes, you can use this with any MCP-compatible client like Claude or Cursor.

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

Connect Atlas to Claude, Cursor, ChatGPT & more