• DATA ACCESS
  • CRM UPDATES
  • CLIENT WORK
  • HUMAN REVIEW

How to manage client and company data with your AI

Connect Axonaut once to give your AI direct access to your CRM. You can then pull specific company profiles or list contacts without leaving your chat.

Ask AI about this page

Short answer

How can I manage client and company data with my AI?

Your AI uses Axonaut tools to fetch company profiles and contact lists. This lets you pull specific account details or grab a full list of contacts to keep your CRM data current. You'll get a clear view of your client relationships through these specific data pulls.

Data outcomes.

Where your data lands.

The AI handles the searching and organizing of your Axonaut records.

DATA ACCESS

Instant company lookups

The AI pulls specific company profiles from Axonaut. You get the exact details you need for a client without manual searching.

CRM UPDATES

Contact list exports

Your agent can list all contacts for a company. This makes it easy to verify who is currently in your CRM.

CLIENT WORK

Context for outreach

By pulling company and contact info, your AI provides the background you need to draft personalized messages.

HUMAN REVIEW

Final data verification

The AI presents the data it finds, but you remain in control. You decide which contact details are correct and ready for use.

The workflow

What your AI does when the data arrives.

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

  1. Identify the company

    The AI searches your Axonaut database to find the specific organization you are asking about.

    list_companies

  2. Fetch company details

    Once the company is identified, the AI pulls the full profile to get the specific information you requested.

    get_company

  3. Pull contact lists

    The AI gathers all associated contacts for that company so you have a complete view of the relationship.

    list_contacts

  4. Organize information

    The AI presents the retrieved company and contact data in a clean format within your chat window.

    list_contacts

Try it

Copy these to start.

Use these prompts to begin interacting with your Axonaut data.

Starting points

These are opening lines. Swap out the company names and contact roles with your actual Axonaut data.

Axonaut Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_JFJsiaYmnJ4qYZmez3Eov7Om9LEzVynusfdX1Slr/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 — Axonaut capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "axonaut-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_JFJsiaYmnJ4qYZmez3Eov7Om9LEzVynusfdX1Slr/mcp"
    }
  }
}
Copy into chat04

  • List all companies in my Axonaut account.

  • Get the details for the company named Acme Corp.

  • Show me all the contacts associated with Globex Corporation.

  • Find the contact information for the main decision maker at Stark Industries.

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

Start here

Connect Axonaut once, then ask.

You only need to link your account once. Your credentials stay encrypted, and you can immediately start asking questions about your CRM.

Connect Axonaut to your AI

FAQ

How the Axonaut Connector behaves

  • 01

    Can the AI edit my company information?

    No. The AI can only read and list data from Axonaut. You must make any changes manually in the Axonaut interface.

  • 02

    Can the AI delete contacts for me?

    No. The tools provided only allow the AI to list and get information. It cannot delete or remove any records.

  • 03

    How does the AI find the right company?

    The AI uses the list of companies in your account to match your request to the correct profile.

  • 04

    Can I see all contacts for a specific person?

    The AI can list all contacts for a company, which allows you to see everyone associated with that account.

  • 05

    Do I need to keep Axonaut open?

    No. Once the connection is active, your AI client handles the data retrieval through the MCP.

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

Connect Axonaut to Claude, Cursor, ChatGPT & more