• NEW
  • EDIT
  • REMOVE
  • MANUAL

How to manage user profiles with your AI

Connect Customerly to your AI client once. From then on, you can handle CRM data through plain text.

Ask AI about this page

Short answer

How can I manage user profiles with my AI?

You can use text commands to create new users, update contact details, or delete records. Your agent performs these actions directly in Customerly. Here is how the data moves.

Data outcomes

Where your data lands.

Your agent maps your chat commands to specific CRM updates.

NEW

New user records

The AI adds new people to your CRM based on the details you provide. Your lead list grows without manual typing.

EDIT

Updated contact info

Your agent modifies existing profiles when you report changes. This keeps your CRM data accurate.

REMOVE

Deleted records

You can tell the AI to wipe specific users or leads. It removes the requested data from Customerly immediately.

MANUAL

Human review

For complex data changes, the AI stops and asks you to confirm. You stay in control of major database shifts.

The workflow

What your AI does when a command arrives.

Your agent translates your natural language into CRM actions.

  1. Identify the request

    The AI looks at your text to determine if you want to add, change, or remove a person.

    create_update_usercreate_update_lead

  2. Modify user data

    The agent applies your changes to existing user profiles in the CRM.

    create_update_user

  3. Manage leads

    Your agent handles lead-specific information like status or contact details.

    create_update_lead

  4. Remove records

    When you ask to delete someone, the AI executes the removal of that specific record.

    delete_user

Try it

Copy these to start.

Paste these into your chat to test the connection.

Starting points

These are opening lines. Swap out the names, emails, and phone numbers for your actual data.

Customerly Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_5LQSuqk03P7AWIEhnSZ2YUG4yMPFxH5aED9ESaAd/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 — Customerly capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "customerly-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_5LQSuqk03P7AWIEhnSZ2YUG4yMPFxH5aED9ESaAd/mcp"
    }
  }
}
Copy into chat04

  • Create a new user in Customerly for Marcus Thorne with the email marcus@example.com.

  • Update the lead info for Elena Vance to change her phone number to 555-0102.

  • Delete the user record for the contact with the email j.smith@provider.net.

  • Add a new lead named Riley Cooper and set their status to interested.

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

Start here

Connect Customerly once, then ask.

Click the link to authorize the connection. Your login stays encrypted on our side, and you can start managing data immediately.

Connect Customerly to your AI

FAQ

How this task behaves.

  • 01

    Can the AI delete my entire database?

    No. The AI only deletes specific users or leads that you explicitly name in your command.

  • 02

    Can the AI change my account settings?

    No. This connector is limited to managing user profiles and lead information.

  • 03

    Does the AI need a user ID to update a profile?

    No. If you provide a name or email, the AI uses that to find the correct record.

  • 04

    Can I create leads through the AI?

    Yes. The agent has tools specifically for creating and updating lead data.

  • 05

    Will the AI automatically clean up old leads?

    No. The AI only deletes records when you give it a direct command to do so.

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

Connect Customerly to Claude, Cursor, ChatGPT & more