• REPS
  • LISTS
  • STATS
  • HUMAN

How to monitor sales rep activity with your AI

Connect ConnectAndSell to your AI client once. After that, you can pull rep stats and list assignments using plain English.

Ask AI about this page

Short answer

How can I track my reps and their prospect lists?

You ask your AI for specific summaries or list assignments. It pulls the data directly from ConnectAndSell so you can see who is working on what. You'll get a clear breakdown of performance and assignments.

The outcomes

What you get from your AI

The AI handles the data retrieval so you can focus on the coaching.

REPS

Identify active users

Your AI pulls a list of all registered representatives. You'll know exactly who is in the system without manual exports.

LISTS

Check list assignments

Find out which prospect lists are tied to which person. This makes it easy to verify if your territory coverage is correct.

STATS

Get performance snapshots

Ask for summaries of how reps are doing. You'll get the core metrics needed to spot high performers or those who need help.

HUMAN

Decide on coaching

The AI provides the facts, but you decide how to handle the feedback. Use the data to drive your 1-on-1 meetings.

The workflow

What your AI does when you ask for updates.

The AI acts as a bridge between your questions and your ConnectAndSell data.

  1. Identify the team

    The AI looks up the specific people you want to check on.

    list_cas_users

  2. Verify assignments

    It checks which prospect lists are currently active for those users.

    list_assigned_lists

  3. Summarize results

    The AI pulls the latest performance data to answer your specific query.

    get_performance_summary

  4. Deliver answers

    Your agent presents the findings in plain text for you to read.

    get_performance_summary

Try it

Copy these to start.

Use these prompts to get moving immediately.

Starting points

These are templates. Swap out the names of your reps or specific lists to get the right data.

ConnectAndSell Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_340IBXWOYCHyc4iaRaWb4i4QoDKYT8iYap3UdixX/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 — ConnectAndSell capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "connectandsell-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_340IBXWOYCHyc4iaRaWb4i4QoDKYT8iYap3UdixX/mcp"
    }
  }
}
Copy into chat04

  • Who are all the users currently in ConnectAndSell?

  • Which prospect lists are assigned to Sarah Jenkins?

  • Give me a performance summary for the West Coast sales team.

  • Show me the performance summary for user ID 9928.

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

Start here

Connect ConnectAndSell once, then ask.

Just follow the link to authorize the connection. Your credentials stay encrypted and secure, and you can start chatting with your data right away.

Connect ConnectAndSell to your AI

FAQ

How this task behaves

  • 01

    Can the AI change my sales rep's settings?

    No. The AI can only read data from ConnectAndSell. You must log in to the platform to make any changes to user settings or assignments.

  • 02

    Can I delete a prospect list using the AI?

    No. This MCP is for monitoring and retrieving information. It does not have the capability to delete or modify your data.

  • 03

    Does the AI see all my sales data?

    The AI only sees the data it needs to answer your specific questions through the provided tools.

  • 04

    How often is the performance data updated?

    The AI pulls the most recent data available in ConnectAndSell at the moment you ask the question.

  • 05

    Can I ask for specific metrics not in the summary?

    If the tool doesn't provide that specific metric in its summary, the AI won't be able to find it. It is limited to the data exposed by the tools.

  • More questions about ConnectAndSell? See everything the ConnectAndSell Connector can do

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