• LOGS
  • TASKS
  • CONTEXT
  • HUMAN

How to log CRM activities with your AI agent

Connect Clientify to your agent once. After that, you just tell your AI what happened in a meeting and it handles the data entry.

Ask AI about this page

Short answer

Can I log Clientify activities using my AI?

Yes. You tell your agent the details of a call or a task, and it writes those records into Clientify for you. You'll get a clear view of what's coming next and what's already happened.

The results.

Where your data lands.

The agent moves information from your chat directly into your CRM records.

LOGS

Meeting notes recorded

The agent writes your conversation summaries into the activity timeline. You get a reliable history of every client interaction.

TASKS

Follow-ups scheduled

When you mention a next step, the agent creates a task in Clientify. You won't lose track of promised deliverables.

CONTEXT

Recent history retrieved

The agent can pull up previous notes so you're always prepared for a call. You'll have the full context right in your chat window.

HUMAN

Manual oversight

The agent won't delete or change your existing CRM data. You remain the final authority on your historical records.

The workflow

What your AI does when the details arrive.

The agent acts as a bridge between your conversation and your Clientify account.

  1. Scan for updates

    The agent looks through your existing records to find the right contact or recent history.

    list_activities

  2. Identify new info

    It pulls out specific notes or tasks from your chat that need to be saved.

    list_activities

  3. Write the record

    The agent sends the new meeting notes or tasks into Clientify.

    create_activity

  4. Confirm completion

    The agent lets you know the activity was successfully added to the CRM.

    create_activity

Try it

Copy these to start.

Use these prompts to trigger the Clientify tools.

Starting points

Replace the names in brackets with your actual client or project details.

Clientify Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_waSKAszsA3nuuNM4skyeXqgmyTkKHk6wWOo6wxnS/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-alternative-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_waSKAszsA3nuuNM4skyeXqgmyTkKHk6wWOo6wxnS/mcp"
    }
  }
}
Copy into chat04

  • Log a meeting note in Clientify for [Contact Name] about our discussion on [Topic].

  • Create a follow-up task in Clientify for [Contact Name] to send the contract by [Date].

  • List the recent activities for [Contact Name] in Clientify.

  • Add a note to [Contact Name]'s record in Clientify saying they want a demo next week.

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

Start here

Connect Clientify once, then ask.

One link connects your account. Your login stays encrypted on our side, and you can start using these tools in any MCP-compatible client immediately.

Connect Clientify to your AI

FAQ

How the CRM logging behaves

  • 01

    Can the AI delete my existing activities?

    No. The agent can only list and create activities. It has no capability to delete or modify existing records.

  • 02

    Will the AI automatically log every word I say?

    No. The agent only creates activities when you specifically tell it to log something or perform a task.

  • 03

    Can I use this with Cursor or VS Code?

    Yes. This MCP works with any client that supports the Model Context Protocol.

  • 04

    Can the AI change a contact's email address?

    No. The tools are limited to creating and listing activities. It cannot edit contact profile fields.

  • 05

    How do I know if the note was actually saved?

    Your agent will tell you once it has successfully used the tool to write the data to Clientify.

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

Connect Clientify to Claude, Cursor, ChatGPT & more