• SYNC
  • ENTRY
  • AUDIT
  • HUMAN

How to manage client directories with your AI

Connect Bidsketch to your AI client to handle prospect data through chat. You'll stop jumping between windows to update your list.

Ask AI about this page

Short answer

Can I update my Bidsketch client list using AI?

Yes. You can pull your current list of prospects or add new organizations directly through your chat interface. This keeps your Bidsketch directory in sync with your conversations.

The outcomes

What you get from your AI

Your AI handles the data entry and retrieval tasks.

SYNC

Updated prospect lists

The AI pulls your existing client data so you can see who is already in Bidsketch. You get an accurate view of your current pipeline.

ENTRY

Instant client creation

When you meet a new prospect, tell your AI to add them. It handles the setup in Bidsketch immediately.

AUDIT

Data verification

You can ask your AI to check if a specific company already exists in your directory. This prevents duplicate entries.

HUMAN

Manual oversight

You decide when a new organization is ready to be added. The AI waits for your command before touching your Bidsketch data.

The workflow

What your AI does when you ask for client updates.

The AI acts as the bridge between your chat and your Bidsketch account.

  1. Fetch existing data

    Your AI looks up your current organizations to give you context on who you are already working with.

    list_clients

  2. Identify new prospects

    The AI compares what you're saying in chat against your current list to see if a client is new.

    list_clients

  3. Register new companies

    Once you confirm a new prospect, the AI sends that organization's details into Bidsketch.

    create_client

  4. Confirm completion

    The AI verifies the new entry was successful and lets you know the client is ready for proposals.

    create_client

Try it

Copy these to start.

Use these prompts to trigger the Bidsketch tools.

Starting points

These are simple ways to start. Replace the company names with your actual prospects.

Bidsketch Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_o1cwwoCU3LE3FKQEbpzWG8qezgyJM8rmSeimRaGu/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-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_o1cwwoCU3LE3FKQEbpzWG8qezgyJM8rmSeimRaGu/mcp"
    }
  }
}
Copy into chat04

  • Show me my current client list in Bidsketch.

  • Add Acme Corp to my Bidsketch client directory.

  • Is Globex Corporation already in my Bidsketch list?

  • Create a new client in Bidsketch for Stark Industries.

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

Start here

Connect Bidsketch once, then ask.

Click the link to authorize the connection. Your credentials stay encrypted, and you can start managing clients immediately.

Connect Bidsketch to your AI

FAQ

How the Bidsketch Connector behaves

  • 01

    Can the AI delete clients from Bidsketch?

    No. The AI only has tools to list and create clients. It cannot remove or delete any data.

  • 02

    Does the AI automatically add every company I mention?

    No. The AI only creates a new client when you explicitly tell it to add a specific organization.

  • 03

    Can I edit existing client details through the AI?

    No. The current tools only allow for listing existing clients and creating new ones.

  • 04

    How does the AI know if a client is already in my list?

    The AI uses the list tool to check your current directory before it attempts to create a new entry.

  • 05

    Do I need to keep Bidsketch open while using the AI?

    No. Once the connection is established, your AI client communicates with Bidsketch in the background.

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

Connect Bidsketch to Claude, Cursor, ChatGPT & more