• DATA ENTRY
  • ACCURACY
  • HUMAN
  • SYNC

How to link new leads to subscriptions with your AI

Connect Boostapp to your AI client once. From then on, you can tell your agent to create leads that already include the specific subscription data you need.

Ask AI about this page

Short answer

How do I attach subscription details to a lead when creating it?

You tell your AI to create a lead and include the specific item IDs or subscription details in the request. The AI uses create_lead to pass these details directly into the new record. This ensures every lead starts with the right subscription context attached.

The end results.

Where your data lands.

The AI handles the data entry so your leads are ready for follow-up immediately.

DATA ENTRY

Populated lead records

The AI uses create_lead to build the record. You get a lead that already contains the specific subscription or item ID you mentioned.

ACCURACY

Matched item IDs

The AI maps the IDs you provide to the lead fields. This prevents manual entry errors when linking products to people.

HUMAN

Review and approve

The AI creates the lead, but you decide if the subscription details look right before you move to the next stage.

SYNC

Ready for sales

Once the lead is created, it sits in your system with all the subscription context intact for your team to use.

The workflow

What your AI does when a lead arrives.

The AI takes your natural language instructions and turns them into structured lead data.

  1. Extract details

    Your agent pulls the specific item IDs or subscription names from your chat conversation.

    create_lead

  2. Map data

    The AI organizes the contact info and the subscription details into the required format.

    create_lead

  3. Create record

    The AI sends the structured data to Boostapp to generate the new entry.

    create_lead

  4. Confirm entry

    The AI tells you the lead was successfully created with the linked subscription info.

    create_lead

Try it

Copy these to start.

Use these prompts to trigger the lead creation process.

Starting points

Swap out the bracketed text with your actual customer names or product IDs.

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 for John Doe and link it to subscription ID 99887.

  • Add a lead for Sarah Jenkins with the item ID for the Premium Plan.

  • Create a lead for the company Acme Corp and attach the monthly subscription details.

  • Make a lead for Mike Ross and make sure it includes the specific item ID from our recent chat.

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

Start here

Connect Boostapp once, then ask.

One link, your login stays encrypted on our side, and the full walkthrough lives on the Connector page.

Connect Boostapp to your AI

FAQ

How this task behaves.

  • 01

    Can the AI update an existing lead?

    No. This specific task is only for creating new leads with subscription details.

  • 02

    Does the AI decide which subscription to link?

    No. You must tell the AI which item ID or subscription details to use in your prompt.

  • 03

    Can I use this with Claude?

    Yes, as long as you are using an MCP-compatible client like Claude Desktop.

  • 04

    Will the AI delete leads if I make a mistake?

    No. The create_lead tool only adds new records; it does not have the capability to delete or modify existing ones.

  • 05

    Do I need to manually enter the item IDs?

    No. You just tell the AI the ID in plain English, and it handles the technical part of attaching it to the lead.

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

Connect Boostapp to Claude, Cursor, ChatGPT & more