• DATA
  • PEOPLE
  • SEARCH
  • HUMAN

How to retrieve client notes and contacts with your AI

Connect Bullhorn to your AI client once. After that, you can query your entire database using plain English.

Ask AI about this page

Short answer

How do I pull client notes and contacts from Bullhorn?

You ask your AI for specific company details or communication logs. It uses the Bullhorn connection to find the right corporation, pull its notes, and list the associated contacts. You get a clean summary of everything recorded in the system.

The results you get

What your queries produce

The AI handles the searching and filtering so you don't have to click through Bullhorn menus.

DATA

Complete note histories

The AI pulls every recorded note for a specific corporation. You get a chronological view of past interactions and updates.

PEOPLE

Contact lists

It identifies all contacts tied to a company. You'll see names and details for everyone associated with that account.

SEARCH

Natural language lookup

Instead of manual filtering, you just tell the AI what you're looking for. It finds the specific corporation and its data instantly.

HUMAN

Review and verify

The AI presents the data it found. You decide if the information is sufficient or if you need to dig deeper into Bullhorn manually.

The workflow

What your AI does when you ask for data.

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

  1. Identify the corporation

    The AI looks for the specific company you mentioned in your prompt to ensure it's targeting the right account.

    get_to_many

  2. Fetch communication logs

    Once the company is identified, the AI pulls all historical notes and updates attached to that entity.

    get_all_corp_notes

  3. Gather contact details

    The AI pulls the list of people linked to that corporation so you have a full view of the account.

    get_to_many

  4. Summarize findings

    The AI organizes the notes and contact info into a readable format for your chat window.

    get_all_corp_notesget_to_many

Try it

Copy these to start.

Use these prompts to get moving immediately.

Starting points

Replace the company names with the actual corporations in your Bullhorn database.

Bullhorn Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_LgGCtOxXzAnTxXvMqzqt1nPFIeJLoOPUa37B9McU/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 — Bullhorn capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "bullhorn-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_LgGCtOxXzAnTxXvMqzqt1nPFIeJLoOPUa37B9McU/mcp"
    }
  }
}
Copy into chat04

  • Show me all the notes for Acme Corp.

  • Who are the main contacts at Globex Corporation?

  • Get the full communication history for Stark Industries.

  • List all contacts associated with Wayne Enterprises and summarize their recent notes.

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

Start here

Connect Bullhorn once, then ask.

Click the link to connect your account. Your credentials stay encrypted, and you can start querying Bullhorn from your favorite AI client right away.

Connect Bullhorn to your AI

FAQ

How this task behaves

  • 01

    Can the AI edit or delete notes in Bullhorn?

    No. The AI can only read and retrieve data. It cannot change, add, or delete any records in your Bullhorn account.

  • 02

    Can I ask for notes from a specific date range?

    Yes. You can specify timeframes in your natural language prompt, and the AI will filter the retrieved notes accordingly.

  • 03

    Does the AI create new contacts?

    No. This specific task is for retrieving existing data. The AI cannot create new contact records or notes.

  • 04

    How does the AI know which company I mean?

    It uses the company name you provide to search your Bullhorn database and match it to the correct corporation.

  • 05

    Can I export this data to a spreadsheet?

    The AI provides the data in your chat window. You would need to copy and paste that information into a spreadsheet yourself.

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

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