• NEW ENTRY
  • DATA SYNC
  • HUMAN REVIEW
  • CLEAN DATA

How to update sales pipeline stages with your AI

Connect Boostapp to your AI client once. From then on, you just tell your agent to add a lead and it happens.

Ask AI about this page

Short answer

How can I use my AI to manage my sales pipeline?

You tell your agent to create a lead, and it uses the Boostapp MCP to put that contact into your pipeline. This keeps your sales stages updated without manual typing. Here is how the data moves.

Pipeline outcomes

Where your leads land

What happens when your agent processes a command.

NEW ENTRY

Leads added instantly

The AI uses the create_lead tool to insert a new contact. You get a fresh lead in your system without opening a dashboard.

DATA SYNC

Pipeline stays current

Your sales stages update based on your chat. The information moves from your conversation directly into your workflow.

HUMAN REVIEW

You keep control

The AI handles the entry, but you still decide when to move a lead further or close it out. You remain the decision maker.

CLEAN DATA

No more typos

Your agent pulls details directly from your text. This ensures the lead info is accurate and matches your notes.

The workflow

What your AI does when a lead arrives.

The AI handles the data entry so you don't have to.

  1. Extract details

    Your agent pulls the name, email, and company from your chat history.

    create_lead

  2. Create the lead

    The agent uses the tool to send that information to Boostapp.

    create_lead

  3. Verify entry

    The AI confirms the lead was successfully placed in the pipeline.

    create_lead

  4. Confirm to you

    Your agent tells you the lead is ready for your review.

    create_lead

Try it

Copy these to start.

Use these prompts to trigger the lead creation process.

Starting points

These are opening lines. Replace the names and companies with your actual lead info.

Boostapp Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_dISObGIqNqkVqgehBnfdqfnYkBvP8w0U5rXnCuOP/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 — Boostapp capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "boostapp-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_dISObGIqNqkVqgehBnfdqfnYkBvP8w0U5rXnCuOP/mcp"
    }
  }
}
Copy into chat04

  • Create a new lead in Boostapp for Marcus Thorne at Zenith Tech with the email m.thorne@zenith.com.

  • Add a lead for the contact I just mentioned in our chat to my sales pipeline.

  • I have a new prospect named Elena Rossi from Solstice Inc; put her in the initial sales stage.

  • Use Boostapp to create a lead for the company mentioned in this email thread.

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

Start here

Connect Boostapp once, then ask.

Click the link to connect. Your credentials stay encrypted, and you can start using the tools in any MCP-compatible client immediately.

Connect Boostapp to your AI

FAQ

How the task behaves

  • 01

    Can the AI move existing leads between stages?

    No. This tool only allows the AI to create new leads.

  • 02

    Will the AI delete any of my existing sales data?

    No. The AI only has permission to create new leads; it cannot delete or modify existing records.

  • 03

    Do I need to open Boostapp to add a lead?

    No. Once you connect the MCP, you do everything through your AI client.

  • 04

    Can the AI assign a lead to a specific salesperson?

    The AI can include any details you provide in the prompt, but it only performs the creation action.

  • 05

    Does the AI decide which stage a lead belongs in?

    You decide. You tell the AI which stage to use when you give the command.

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

Connect Boostapp to Claude, Cursor, ChatGPT & more