• NEW
  • EDIT
  • READ
  • HUMAN

How to add and manage contacts with your AI

Connect Clientify to your AI client to handle CRM data without opening a browser. Just tell your agent what to do and the records update immediately.

Ask AI about this page

Short answer

How can I use my AI to handle Clientify contacts?

You can tell your agent to create new people in your CRM or change info on existing ones. It uses direct tools to write to Clientify so your data stays current. You'll see the results in your CRM right away.

The outcomes.

Where your data goes.

The AI handles the data entry and updates based on your instructions.

NEW

Instant contact creation

The AI builds a new record in Clientify using the names and emails you provide. Your CRM populates immediately.

EDIT

Live detail updates

When you tell your agent a contact's phone number or job title changed, it pushes that update to Clientify.

READ

Contact lookups

Your AI pulls specific details from Clientify so you can ask questions about a person's history or info.

HUMAN

Manual review needed

The AI won't delete contacts or change complex account structures. You still control the high-level CRM architecture.

The workflow

What your AI does when the request arrives.

The AI translates your plain English into specific CRM actions.

  1. Find the person

    The AI searches your Clientify database to see if the contact already exists.

    get_contact

  2. Create the record

    If the person isn't in your system, the AI builds a brand new entry with the details you shared.

    create_contact

  3. Modify details

    If the contact is already there, the AI updates the specific fields you want to change.

    update_contact

  4. Confirm changes

    The AI verifies the action was successful and tells you the record is ready.

    get_contact

Try it

Copy these to start.

Use these prompts to trigger actions in Clientify.

Starting points

Swap out the names and email addresses for the real people you are working with.

Clientify Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_RjS91sCrYK1v17G4h91YPxnLXOudBP3OD0qwtrKB/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 — Clientify capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "clientify-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_RjS91sCrYK1v17G4h91YPxnLXOudBP3OD0qwtrKB/mcp"
    }
  }
}
Copy into chat04

  • Create a new contact in Clientify for Sarah Jenkins with the email sarah.j@example.com

  • Update the phone number for the contact John Doe to 555-0199

  • Find the contact details for Acme Corp in Clientify

  • Change the job title for Mike Ross to Senior Partner

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

Start here

Connect Clientify once, then ask.

Click the link to authorize the connection. Your credentials stay encrypted and secure, and you can start chatting with your CRM immediately.

Connect Clientify to your AI

FAQ

How this task behaves.

  • 01

    Can the AI delete contacts from my Clientify account?

    No. The AI can only create, read, and update contact information.

  • 02

    Will the AI change my entire CRM structure?

    No. The AI is limited to managing individual contact records through specific tools.

  • 03

    Does the AI need me to find the contact ID first?

    No. You can just use the person's name or email, and the AI will find them for you.

  • 04

    Can I use this to add multiple contacts at once?

    Yes, you can give your agent a list of people to add in a single prompt.

  • 05

    How do I know if an update actually worked?

    The AI will confirm once the tool has successfully executed the update in Clientify.

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

Connect Clientify to Claude, Cursor, ChatGPT & more