• LIST
  • DETAIL
  • CONTEXT
  • HUMAN

How to retrieve lead contact details with your AI

Connect ChatGen to your agent once. After that, you can pull any lead's info or specific interest data without leaving your chat window.

Ask AI about this page

Short answer

How can I get lead info through my AI?

You ask your agent to look up specific leads or list all available leads. It pulls the contact details and interest data directly into your conversation. You'll see the specific breakdown of how it works below.

Data outcomes

Where the data lands.

The AI moves information from your lead database into your active chat session.

LIST

Lead inventories

The AI pulls a full list of your current leads. You get a clean overview of everyone in your pipeline.

DETAIL

Specific contact info

When you need more than just a name, the AI grabs deep details like email addresses or specific interests. This lands right in your chat.

CONTEXT

Interest data

The AI pulls the specific things a lead is interested in. This helps you prep for calls without switching tabs.

HUMAN

Manual follow-up

The AI provides the data, but you decide how to reach out. You handle the actual communication and relationship building.

The workflow

What your AI does when you ask for lead data.

The AI acts as the bridge between your lead database and your chat interface.

  1. Scan the lead list

    The AI looks through your entire database to find the people you're looking for.

    list_leads

  2. Identify specific leads

    It filters through the list to find the exact person or group you mentioned in your prompt.

    list_leads

  3. Fetch deep data

    Once the lead is identified, the AI pulls their specific contact info and interest markers.

    get_lead_details

  4. Present the info

    The AI formats the contact details and interest data so it's easy for you to read in the chat.

    get_lead_details

Try it

Copy these to start.

Use these prompts to trigger the data retrieval.

Starting points

These are basic starting points. Swap out the names and descriptions to match your actual lead data.

ChatGen Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_Keuea813ZJZEIvQ9NrKqOk7eymu9JJMrfbYTqCxG/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 — ChatGen capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "chatgen-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_Keuea813ZJZEIvQ9NrKqOk7eymu9JJMrfbYTqCxG/mcp"
    }
  }
}
Copy into chat04

  • List all my current leads so I can see who is in the system.

  • Get the contact details for the lead named Alex Rivera.

  • Show me the interest data for the lead with the email sales@example.com.

  • Find all leads in my list that have expressed interest in premium plans.

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

Start here

Connect ChatGen once, then ask.

Just follow the link to connect. Your login stays encrypted on our side, and you can find the full technical details on the Connector page.

Connect ChatGen to your AI

FAQ

How this task behaves.

  • 01

    Can the AI edit lead information?

    No. The AI can only read and retrieve lead data. You have to update information manually in your lead management system.

  • 02

    Can the AI delete leads from my database?

    No. This connector is read-only. It cannot delete or remove any records.

  • 03

    How does the AI find a specific person?

    It uses the list and detail tools to match the names or emails you provide in your prompt.

  • 04

    Does the AI send emails to these leads?

    No. The AI only pulls the data into your chat. You are responsible for sending any follow-up messages.

  • 05

    Can I see all the fields for a lead?

    Yes, as long as that data is available through the get_lead_details tool.

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

Connect ChatGen to Claude, Cursor, ChatGPT & more