• LISTS
  • DETAILS
  • ANALYSIS
  • HUMAN

How to retrieve lead contact details with your AI

Connect Cliengo to your AI client once. After that, you can pull lead lists and specific contact info through simple chat commands.

Ask AI about this page

Short answer

How can I get my Cliengo lead details into my AI?

Your AI uses the Cliengo MCP to fetch lead lists and individual contact records. You can then ask your agent to summarize these leads or extract specific phone numbers and emails. This breakdown shows how the data moves from Cliengo to your chat.

Data outcomes

Where your lead data goes.

The AI pulls raw data from Cliengo and organizes it into these outcomes.

LISTS

Lead lists

The AI pulls a full roster of recent leads. You get a clean list of everyone who has interacted with your forms.

DETAILS

Contact specifics

The AI digs into a single lead to find their email, phone number, or specific form responses. You get the exact info you need to follow up.

ANALYSIS

Lead summaries

The AI reads through multiple contact records to find patterns. You get a high-level view of your recent lead quality.

HUMAN

Manual follow-up

The AI cannot send emails or make calls for you. You take the retrieved details and handle the actual outreach yourself.

The workflow

What your AI does when you ask for leads.

The AI acts as a bridge between your Cliengo dashboard and your chat window.

  1. Fetch lead rosters

    The AI scans your account to find all available lead entries. This provides the foundation for any specific search.

    list_cliengo_leads

  2. Identify specific contacts

    Once the list is found, the AI can target a single person to see their full profile. This pulls the deep data behind a name.

    get_lead_details

  3. Filter and extract

    The AI looks through the retrieved contact info to find the specific pieces you asked for, like a phone number or a specific field.

    get_lead_details

  4. Present findings

    The AI formats the contact details into a readable list or summary in your chat window. You get the data ready for use.

    list_cliengo_leads

Try it

Copy these to start.

Use these prompts once you have connected Cliengo.

Starting points

These are basic requests. Swap out the specific names or dates to match your actual Cliengo data.

Cliengo Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_MRyOitUTNgwikfcTv2i6yrlt1ZeHz5wShB1b98jO/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 — Cliengo capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "cliengo-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_MRyOitUTNgwikfcTv2i6yrlt1ZeHz5wShB1b98jO/mcp"
    }
  }
}
Copy into chat04

  • List all my recent leads from Cliengo.

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

  • Show me the email addresses for the last five leads in my account.

  • Summarize the contact info for the lead with ID 98765.

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

Start here

Connect Cliengo once, then ask.

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

Connect Cliengo to your AI

FAQ

How this task behaves.

  • 01

    Can the AI delete leads from my Cliengo account?

    No. The AI can only read and retrieve lead information. It cannot delete or modify any data in Cliengo.

  • 02

    Can my AI send an email to the leads it finds?

    No. The AI retrieves the contact details, but you must use your own email client to perform the actual outreach.

  • 03

    Does the AI see all my form data?

    Yes. If the data was captured in a Cliengo lead record, the AI can retrieve it using the available tools.

  • 04

    Can I ask for leads from a specific date range?

    Yes. You can ask your agent to find leads from a certain time, and it will use the lead list tool to find them.

  • 05

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

    You can identify leads by name, ID, or other details, and the AI will use those to pull the correct record.

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

Connect Cliengo to Claude, Cursor, ChatGPT & more