• NEW LEAD
  • PIPELINE
  • CATALOG
  • HUMAN

How to manage sales prospects with your AI

Connect ClubPlanner to your agent once. From then on, your AI handles the data entry and pipeline tracking for you.

Ask AI about this page

Short answer

How can I use my AI to handle sales leads?

Your agent can add new leads to your database and pull lists of current prospects or available products. You'll see how the data moves through the following steps.

The outcomes.

Where your sales data lands.

The AI manages the records so you can focus on the actual sales calls.

NEW LEAD

Instant prospect entry

The AI takes details from your chat and creates a new record. Your lead list stays current without manual typing.

PIPELINE

Live prospect tracking

Ask your agent for a list of everyone you're talking to. It pulls your active pipeline immediately.

CATALOG

Product availability

Your agent can check what you have in stock. This helps you suggest the right items during a pitch.

HUMAN

Closing the deal

The AI handles the data, but you still do the outreach. It provides the info; you make the sale.

The workflow

What your AI does when a lead arrives.

The AI acts as the bridge between your conversation and your sales database.

  1. Capture lead info

    When you identify a new potential customer, your agent writes their details directly into your system.

    create_prospect

  2. Audit the pipeline

    You can ask for a full overview of your current sales opportunities at any time.

    list_prospects

  3. Check inventory

    The agent looks up your current offerings to ensure you're pitching what's actually available.

    list_products

  4. Update records

    The AI keeps the prospect list accurate by adding new entries as you work through your day.

    create_prospect

Try it

Copy these to start.

Use these prompts to kick off your sales workflow.

Starting points

These are opening lines. Swap out the names and company details for your actual leads.

ClubPlanner Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_rzlbfpewjoJ8XKp6ZPQn89Ykkaf9YIdjgNlbKTM0/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 — ClubPlanner capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "clubplanner-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_rzlbfpewjoJ8XKp6ZPQn89Ykkaf9YIdjgNlbKTM0/mcp"
    }
  }
}
Copy into chat04

  • Create a new prospect for John Doe at Acme Corp.

  • List all my current prospects so I can see who to follow up with.

  • Show me all the products I have available right now.

  • Add a new lead for Sarah Jenkins from the email I just received.

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

Start here

Connect ClubPlanner once, then ask.

One click connects the MCP to your agent. Your login stays encrypted, and the full walkthrough lives on the Connector page.

Connect ClubPlanner to your AI

FAQ

How this task behaves.

  • 01

    Can the AI delete my existing prospects?

    No. The tools only allow the AI to create new prospects and list existing ones.

  • 02

    Will the AI automatically email my leads?

    No. The AI manages the data in ClubPlanner, but it does not have tools to send emails.

  • 03

    Can I ask for a specific product list?

    Yes. You can ask the agent to list your products to see what is available.

  • 04

    Does the AI update my CRM automatically?

    The AI updates ClubPlanner when you tell it to create a prospect. It doesn't sync with other CRMs.

  • 05

    Can the AI change the price of a product?

    No. There is no tool available to modify product details or pricing.

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

Connect ClubPlanner to Claude, Cursor, ChatGPT & more