• NEW DATA
  • READ ONLY
  • SYNCED
  • HUMAN

How to update client records with your AI

Connect Bidsketch to your AI client once. After that, you can manage your prospect list just by talking to your agent.

Ask AI about this page

Short answer

How can I update my client list with AI?

You can add new prospects or pull current contact info using simple text commands. Your AI handles the data entry and retrieval directly in Bidsketch. You'll see the results in your database immediately.

Where your data lands.

The outcomes of your requests.

The AI moves information between your chat and Bidsketch based on what you ask.

NEW DATA

New client entries

When you tell your agent about a new prospect, it creates a fresh record in Bidsketch. Your database stays current without manual typing.

READ ONLY

Existing client info

Ask for details on a specific person or company. Your AI pulls the latest data from your Bidsketch account.

SYNCED

Updated prospect lists

The AI keeps your organization list accurate. You get a clean, organized database that matches your recent conversations.

HUMAN

Manual review needed

If a command is vague or missing details, the AI will ask you for clarification. You decide when a record is ready to be finalized.

The workflow

What your AI does when you ask for updates.

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

  1. Identify the request

    Your agent parses your message to see if you want to add someone new or look up an old contact.

    list_clients

  2. Fetch current data

    If you need to check who is already in your system, the AI pulls the full list of contacts.

    list_clients

  3. Create new records

    When you provide details for a new prospect, the AI sends that information to Bidsketch to build the profile.

    create_client

  4. Confirm the action

    The AI verifies the data was sent correctly and lets you know the record is live.

    create_client

Try it

Copy these to start.

Use these prompts to kick off your first task.

Starting points

These are basic ideas. Swap out the names and company details with your actual prospect info.

Bidsketch Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_1qBuhxNsnhpU26ZLuzgTlAH2BrQvbxAa37x6tkjx/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 — Bidsketch capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "bidsketch-alternative-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_1qBuhxNsnhpU26ZLuzgTlAH2BrQvbxAa37x6tkjx/mcp"
    }
  }
}
Copy into chat04

  • Show me all the clients currently in Bidsketch.

  • Add a new client named Acme Corp with contact person John Doe.

  • List my clients so I can see who needs a follow up.

  • Create a new client record for Sarah Jenkins at TechFlow Inc.

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

Start here

Connect Bidsketch once, then ask.

Click the link to connect your account. Your login stays encrypted and secure, and you can start chatting with your data immediately.

Connect Bidsketch to your AI

FAQ

How this task behaves.

  • 01

    Can the AI delete clients from my list?

    No. The AI can only list and create clients. It cannot delete or remove any existing records.

  • 02

    Does the AI change my existing client details?

    No. This MCP is limited to listing and creating. It cannot edit or update information in an existing record.

  • 03

    Do I need to keep Bidsketch open?

    No. Once you connect, your AI client handles the communication with Bidsketch in the background.

  • 04

    How does the AI know which client I'm talking about?

    It uses the list of existing clients to match names or companies you mention in your chat.

  • 05

    Can I add multiple clients at once?

    Yes, you can describe several new prospects in a single message and the AI will process them.

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

Connect Bidsketch to Claude, Cursor, ChatGPT & more