• NEW
  • SYNC
  • VIEW
  • REVIEW

How to add new leads and clients with your AI

Connect your agent to your CRM once. From then on, it handles the data entry for every new contact you talk to.

Ask AI about this page

Short answer

How can I add new leads and clients using my AI?

Your agent reads your conversation logs and uses the CRM tools to create new client profiles instantly. You get a populated contact list without manual typing. You'll see exactly how the data moves from chat to CRM below.

CRM outcomes

Where your data lands.

The AI maps conversation details to these specific CRM outcomes.

NEW

Instant client creation

The agent identifies new names and contact info in your chat. It uses create_client to build the profile immediately.

SYNC

Updated contact lists

Your agent keeps your directory current. It uses list_clients to check who is already in your system before adding anyone new.

VIEW

Detailed client history

You can pull up specific records to see past interactions. The agent uses get_client to fetch existing details for you.

REVIEW

Human verification

The AI flags messy or incomplete data. You decide if a lead is ready to be officially added to your main database.

The workflow

What your AI does when a lead arrives.

The agent handles the tedious part of data entry so you can stay in the conversation.

  1. Identify the lead

    The agent scans your recent messages for names, emails, or phone numbers. It extracts these details to prepare for entry.

    list_clients

  2. Check for duplicates

    Before making a new entry, the agent checks your existing database. This prevents you from having the same person listed twice.

    get_clientlist_clients

  3. Create the profile

    Once the agent confirms the person is new, it builds the record. It populates the fields with the info found in your chat.

    create_client

  4. Verify the data

    The agent presents the new contact details to you. You confirm the information is correct before the process finishes.

    get_client

Try it

Copy these to start.

Paste these lines into your chat to trigger the CRM actions.

Starting points

These are basic ways to start. Swap out the bracketed text with your actual chat source or contact name.

Contractor+ Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_bz7KmMe4swsh7z1qWVICA7S8Le2vupkHp7lSoTw5/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 — Contractor+ capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "contractor-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_bz7KmMe4swsh7z1qWVICA7S8Le2vupkHp7lSoTw5/mcp"
    }
  }
}
Copy into chat04

  • Look through my recent messages and create a new client for the person I just spoke with.

  • Check my client list to see if John Doe is already in the CRM.

  • Get the details for the client named Smith Construction so I can review their history.

  • Find the email address for the new lead from our Slack conversation and add them to the CRM.

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

Start here

Connect Contractor+ once, then ask.

Click the link to connect your CRM. Your credentials stay encrypted and secure on our end. Once connected, you can use any of the prompts above.

Connect Contractor+ to your AI

FAQ

How the CRM automation works.

  • 01

    Can the AI delete clients from my CRM?

    No. The agent only has tools to list, get, and create clients. It cannot delete or remove any existing records.

  • 02

    Will it automatically add everyone it sees in a chat?

    No. The agent identifies potential leads, but you maintain control over which specific contacts get added to your system.

  • 03

    Does it work with any CRM?

    It works with any CRM that supports this specific Contractor+ MCP implementation.

  • 04

    Can the AI update existing client notes?

    No. The current tools are limited to creating new clients and retrieving existing ones. It cannot modify existing fields.

  • 05

    How does it know if a client already exists?

    The agent uses the list and get tools to scan your database for matching names or identifiers before it attempts to create a new entry.

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

Connect Contractor+ to Claude, Cursor, ChatGPT & more