• NEW DATA
  • LOOKUPS
  • LISTS
  • HUMAN

How to manage client profiles with your AI

Connect Daftra to your AI client once. After that, you can handle all your customer data through simple chat commands.

Ask AI about this page

Short answer

Can I manage Daftra clients with my AI?

Yes. You can create new customer records and pull specific contact info using plain text commands. You'll see how the AI handles lookups and entries below.

Data outcomes

Where your data goes

The AI manages the movement of information between your chat and Daftra.

NEW DATA

Instant client creation

Tell your AI about a new customer. It sends the details straight to Daftra to build a fresh profile.

LOOKUPS

Quick contact retrieval

Ask for a specific person's info. The AI finds the right profile and pulls the details you need.

LISTS

Full client overviews

Request a list of your customers. Your AI pulls the current roster from Daftra for you to review.

HUMAN

Manual data cleanup

The AI doesn't delete or bulk-edit records. You still handle complex data audits or deletions in the Daftra UI.

The workflow

What your AI does when you ask for client updates.

The AI translates your chat messages into specific database actions.

  1. Identify the request

    Your AI parses your message to see if you want to add someone new or find an existing person.

    list_clients

  2. Find the right person

    If you're looking for someone, the AI scans your Daftra database to match the name you provided.

    search_clients_by_name

  3. Pull the data

    Once the right profile is found, the AI grabs the specific contact details you asked for.

    get_client_details

  4. Write to the database

    When you provide new customer info, the AI pushes that data into a new record in Daftra.

    create_client

Try it

Copy these to start.

Use these prompts to test the connection.

Starting points

These are basic ideas. Swap out the names and details with your actual customer information.

Daftra Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_hTJaK4AxVQzwUOrwSuucJ1bZrjyijm3qWEYI7xre/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 — Daftra capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "daftra-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_hTJaK4AxVQzwUOrwSuucJ1bZrjyijm3qWEYI7xre/mcp"
    }
  }
}
Copy into chat04

  • Create a new client in Daftra for Sarah Jenkins with the email sarah.j@email.com

  • Find the contact details for Michael Chen in Daftra

  • Show me a list of all my clients in Daftra

  • Search for a client named Robert Miller

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

Start here

Connect Daftra once, then ask.

Follow the link to link your account. Your credentials stay encrypted, and you can start chatting with Daftra immediately.

Connect Daftra to your AI

FAQ

How the Daftra Connector behaves

  • 01

    Can the AI delete a client profile?

    No. There is no tool available to delete records, so you must do that manually in Daftra.

  • 02

    Can I update an existing client's phone number?

    No. The current tools only allow for creating new clients or retrieving existing information.

  • 03

    Does the AI need me to format the data in a specific way?

    No. You can use natural language. The AI handles the translation into the required data format.

  • 04

    Can the AI see all my client data?

    The AI can only see the specific data it retrieves through the tools you trigger in chat.

  • 05

    Will the AI create duplicate clients if I ask twice?

    If you use the creation command, it will create a new record. It is best to search for the client first to see if they already exist.

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

Connect Daftra to Claude, Cursor, ChatGPT & more