• DATA ENTRY
  • SEARCH
  • AUDIT
  • HUMAN

How to onboard new customers with your AI

Connect Calenso to your AI client once. After that, you can build your client list and find specific profiles using natural language.

Ask AI about this page

Short answer

How can I use my AI to onboard customers in Calenso?

You tell your AI to create a new profile, and it handles the entry in your Calenso directory. You can also ask it to pull up existing client details whenever you need them. This keeps your directory updated without manual typing.

Where data lands

What your AI handles

The AI manages the data entry and retrieval tasks.

DATA ENTRY

New client profiles

The AI uses the creation tool to add new people to your directory. You just provide the details in chat.

SEARCH

Find existing clients

Ask for specific names or details to pull up current profiles from your list.

AUDIT

Review your list

Your agent can list all current customers to help you check for duplicates or missing info.

HUMAN

Final verification

You stay in control. You decide when a profile is correct and when to move forward with a client.

The workflow

What your AI does when the request arrives.

The AI acts as a bridge between your chat and the Calenso database.

  1. Identify the intent

    Your AI determines if you want to add a new person or look up someone already in the system.

    list_calenso_customers

  2. Add new clients

    The AI takes the name and contact info you provide and pushes it into the directory.

    create_calenso_customer

  3. Retrieve client data

    When you need to check a profile, the AI pulls the relevant information from Calenso.

    list_calenso_customers

  4. Confirm the action

    The AI reports back once the profile is created or the search is finished.

    list_calenso_customers

Try it

Copy these to start.

Use these prompts to trigger the Calenso tools.

Starting points

These are simple ways to start. Swap out the names and details with your actual client info.

Calenso Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_rFoXPwZuFtnaHvK5jjv4iBy975zcciDjU1ahY8Ih/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 — Calenso capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "calenso-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_rFoXPwZuFtnaHvK5jjv4iBy975zcciDjU1ahY8Ih/mcp"
    }
  }
}
Copy into chat04

  • Create a new Calenso customer for Sarah Jenkins with the email sarah.j@example.com.

  • List all my current customers in Calenso so I can see who is registered.

  • Find the profile for the client named Marcus Thorne in the Calenso directory.

  • Add a new customer to Calenso for the company TechFlow using contact@techflow.io.

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

Start here

Connect Calenso once, then ask.

Just click the link to connect. Your credentials stay encrypted, and you can start using the tools in your preferred AI client immediately.

Connect Calenso to your AI

FAQ

Common questions

  • 01

    Can the AI delete customers from my directory?

    No. The current tools only allow for creating and listing customers.

  • 02

    Does the AI need my Calenso password?

    No. Vinkius manages the connection securely so you don't have to share passwords with the AI.

  • 03

    Can I edit an existing customer profile?

    No. There is no tool available to modify or update existing customer data.

  • 04

    How does the AI know which customer to create?

    You must provide the necessary details, like name or email, in your chat prompt.

  • 05

    Can the AI see all my customers at once?

    Yes, if you ask it to list them, it will pull the full directory through the available tool.

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

Connect Calenso to Claude, Cursor, ChatGPT & more