• DATA
  • DETAILS
  • ACTION
  • HUMAN

How to lookup customer and supplier info with your AI

Connect Cin7 Omni to your AI client once. After that, you can pull contact data without leaving your chat interface.

Ask AI about this page

Short answer

How do I find customer or supplier details in Cin7 Omni using AI?

Your AI uses the Cin7 Omni MCP to pull contact lists and specific account details on command. You get names, addresses, and account info through simple text requests. Here is how the data flows.

The outcomes

Where your data lands

The AI handles the heavy lifting of searching your database.

DATA

Instant contact lists

The AI pulls your full list of customers and suppliers from Cin7 Omni. You get the names and IDs you need to start working.

DETAILS

Specific account info

Once you identify a contact, your AI retrieves their specific profile data. This includes the contact details stored in your Cin7 Omni account.

ACTION

Quick identification

The AI scans your contact database to find the exact person or company you are looking for. It eliminates the need to manually search through the Cin7 Omni UI.

HUMAN

Manual verification

You remain in control of the data. If a contact is missing or details look wrong, you decide how to handle the update in Cin7 Omni.

The workflow

What your AI does when you ask for contact info.

The AI acts as a bridge between your chat and your Cin7 Omni database.

  1. Scan contacts

    The AI looks through your entire Cin7 Omni contact directory to find matches for your request.

    list_cin7_contacts

  2. Filter results

    It narrows down the list based on the names or types of contacts you mentioned.

    list_cin7_contacts

  3. Retrieve profiles

    The AI pulls the specific contact information for the selected customer or supplier.

    list_cin7_contacts

  4. Present data

    Your agent formats the contact details into a readable summary in your chat window.

    list_cin7_contacts

Try it

Copy these to start.

Use these prompts to trigger the contact lookup.

Starting points

Swap out the names in these prompts for the actual customers or suppliers you need to find.

Cin7 Omni Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_PMBrPYf5rJmjP6WywhoO8wJs87wf5kqYTxLGSLnk/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 — Cin7 Omni capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "cin7-omni-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_PMBrPYf5rJmjP6WywhoO8wJs87wf5kqYTxLGSLnk/mcp"
    }
  }
}
Copy into chat04

  • List all my suppliers in Cin7 Omni.

  • Find the contact info for Acme Corp.

  • Show me the details for customer John Doe.

  • Who are my top customers in the system?

  • Claude
  • ChatGPT
  • Cursor
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  • Cline

Start here

Connect Cin7 Omni once, then ask.

Follow the link to link your account. Your login stays encrypted on our side, and you can find the full technical details on the Connector page.

Connect Cin7 Omni to your AI

FAQ

How this task behaves

  • 01

    Can the AI change customer addresses in Cin7 Omni?

    No. This MCP only allows the AI to read and list contact information. You must make any changes directly in Cin7 Omni.

  • 02

    Can I delete contacts using my AI?

    No. The AI does not have the capability to delete or remove any records from your Cin7 Omni account.

  • 03

    Does the AI see all my contact data?

    Yes, the AI can access the contact information provided by the Cin7 Omni API to answer your questions.

  • 04

    Can I search for contacts by email address?

    Yes, you can ask your AI to find specific contacts using any information available in their profile, such as name or email.

  • 05

    How does the AI know which contact I am talking about?

    The AI uses the contact list to match the names or identifiers you provide in your prompt to the records in Cin7 Omni.

  • More questions about Cin7 Omni? The Connector page answers them. See everything the Cin7 Omni Connector can do

Connect Cin7 Omni to Claude, Cursor, ChatGPT & more