• NEW
  • EDIT
  • VIEW
  • MANUAL

How to update customer records with your AI

Connect Custify to your agent to handle database entries through chat. You stop manual data entry and let your AI manage the details.

Ask AI about this page

Short answer

How can I update customer info using AI?

You tell your agent what changed, and it uses Custify to find the right person and update their details. This keeps your database current without you clicking through menus. You get clean, accurate contact records instantly.

Database outcomes

Where your data lands.

Every command you give results in one of these outcomes.

NEW

New customer profiles

The AI builds a fresh entry in Custify when you describe a new contact. Your database grows as you talk.

EDIT

Updated contact info

Changes to emails, names, or roles are pushed directly to existing records. Your data stays fresh.

VIEW

Instant profile lookups

Ask for details on a specific person to pull their current info. Your agent reads the record for you.

MANUAL

Human review needed

If the AI can't find a matching person, it stops. You decide how to handle ambiguous or missing data.

The workflow

What your AI does when the request arrives.

Your agent handles the heavy lifting of searching and writing to your database.

  1. Find the person

    The agent looks through your current list of contacts to see if the person already exists.

    list_people

  2. Check current details

    Once a match is found, the agent pulls the specific data for that individual to ensure accuracy.

    get_customer_details

  3. Create new entries

    If no match exists, the agent builds a brand new profile based on the info you provided.

    create_customer_profile

  4. Apply updates

    The agent uses the gathered information to overwrite old details with the new ones you provided.

    create_customer_profileget_customer_details

Try it

Copy these to start.

Use these prompts to trigger the Custify tools.

Starting points

These are just examples. Swap out the names and companies with your actual data.

Custify Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_7d7Mwghw15m8yaUYZomXwVHrIl5ehOmM1upP12IY/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 — Custify capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "custify-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_7d7Mwghw15m8yaUYZomXwVHrIl5ehOmM1upP12IY/mcp"
    }
  }
}
Copy into chat04

  • Create a new profile for Sarah Jenkins at Acme Corp.

  • Update the email address for the contact named Marcus Thorne.

  • Find the contact details for the person at Globex Inc.

  • Add a new customer named Elena Rodriguez to the database.

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

Start here

Connect Custify once, then ask.

One connection link is all it takes. Your login stays encrypted, and you can find the full setup guide on the Connector page.

Connect Custify to your AI

FAQ

How this task behaves.

  • 01

    Can the AI delete customer records?

    No. The tools only allow for creating and retrieving information, not deleting it.

  • 02

    Will the AI change my existing data without asking?

    The AI performs the updates you request, but it cannot perform bulk deletions or structural changes to your database.

  • 03

    How does the AI know which person to update?

    It uses the list of people to find a match for the name or company you mention.

  • 04

    Can I use this to pull reports?

    No. This connector is for managing individual profiles and contact details, not for generating aggregate reports.

  • 05

    What happens if the AI finds two people with the same name?

    The AI will ask you for clarification to ensure it updates the correct record.

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

Connect Custify to Claude, Cursor, ChatGPT & more