• SEARCH
  • LISTS
  • ADD
  • HUMAN

How to manage greeting card contact lists with your AI

Connect Cardly to your AI client to handle your mailing lists. You can find people, check your existing groups, or add new names to specific lists through chat.

Ask AI about this page

Short answer

How can I organize my card recipients with AI?

Your AI uses Cardly to search for contacts, view your current mailing lists, and slot new people into the right groups. This keeps your physical mail organized without manual spreadsheet updates. You'll see how the AI handles these requests below.

The outcomes.

Where your data goes.

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

SEARCH

Find specific people

The AI looks up names or details in your contact database. You get the specific contact info you need instantly.

LISTS

View mailing groups

Your agent pulls up your existing lists. This helps you see who is in your Holiday or Birthday groups.

ADD

Update your lists

New contacts get added to the specific lists you name. The AI handles the placement so your lists stay current.

HUMAN

Review and verify

You decide which lists are correct and which names need updating. The AI does the heavy lifting, but you keep final control.

The workflow

What your AI does when you ask to manage contacts.

The AI acts as a bridge between your chat interface and your Cardly contact data.

  1. Locate contacts

    When you ask about a specific person, the AI scans your database to find their details.

    find_contact

  2. Audit your groups

    The AI pulls a full list of your current mailing categories so you know what groups are available.

    list_contact_lists

  3. Assign new names

    Once you identify a person, the AI places them into the requested mailing list.

    add_contact_to_list

  4. Confirm changes

    The AI reports back on the successful addition or search result, letting you verify the update.

    add_contact_to_listfind_contact

Try it

Copy these to start.

Use these prompts to kick off your contact management.

Starting points

These are basic ideas. Replace the names and list titles with your actual contact info.

Cardly Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_rmtkVUMmByrTvymx59h9Tx36WZHqq93WgulPlibU/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 — Cardly capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "cardly-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_rmtkVUMmByrTvymx59h9Tx36WZHqq93WgulPlibU/mcp"
    }
  }
}
Copy into chat04

  • Find the contact info for Sarah Jenkins in my Cardly list.

  • Show me all my current greeting card contact lists.

  • Add Michael Chen to my Birthday mailing list.

  • Who is currently in my Holiday contact list?

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

Start here

Connect Cardly once, then ask.

Click the link to connect your account. Your login stays encrypted and secure, and you can immediately start chatting with your lists.

Connect Cardly to your AI

FAQ

How the contact management works

  • 01

    Can the AI delete contacts from my lists?

    No. The AI can only find, list, and add contacts to lists. You must handle deletions yourself.

  • 02

    Can I create entirely new lists through the AI?

    No. The AI can add people to existing lists, but it cannot create new list categories.

  • 03

    Does the AI see my login credentials?

    No. Your credentials are encrypted and handled by Vinkius; the AI only interacts with the tools provided.

  • 04

    Can the AI send the actual cards for me?

    No. This MCP is for managing contact lists and recipient data, not for triggering physical mail shipments.

  • 05

    How do I know if a contact was added correctly?

    The AI will confirm the action after it uses the tool to add the contact to your list.

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

Connect Cardly to Claude, Cursor, ChatGPT & more