• DATA ENTRY
  • RETRIEVAL
  • AUDIT
  • HUMAN

How to manage delivery locations with your AI

Connect Dashdoc to your AI client to handle logistics data without leaving your chat window.

Ask AI about this page

Short answer

How can I update addresses and find contacts via chat?

You can add new customer locations and look up partner contact info directly in your conversation. Your AI uses Dashdoc to write new addresses to your system and pull existing contact lists. You'll see how this works in the breakdown below.

Where your data goes

Logistics outcomes

The AI handles the data entry and retrieval so you don't have to switch tabs.

DATA ENTRY

Add new locations

Tell your AI a new customer address and it will save it to your system. You won't need to open a separate dashboard to log a new stop.

RETRIEVAL

Find partner contacts

Ask for contact details for specific partners. Your AI pulls the relevant info from your transport contacts list immediately.

AUDIT

Check saved addresses

Request a list of all current delivery locations. The AI pulls your saved addresses so you can verify details on the fly.

HUMAN

Review and confirm

The AI presents the data it finds or the address it just created. You stay in control by verifying the details before moving to the next task.

The workflow

What your AI does when you ask for logistics updates.

The AI acts as a bridge between your chat and your Dashdoc data.

  1. Identify the request

    Your AI determines if you want to add a new location or look up existing information.

    list_saved_addresseslist_transport_contacts

  2. Fetch existing data

    If you need to see what's already on file, the AI pulls your current address list or contact directory.

    list_saved_addresseslist_transport_contacts

  3. Record new info

    When you provide a new customer's details, the AI sends that data straight to your database.

    create_new_address

  4. Confirm completion

    The AI tells you exactly what it did, such as which address was added or which contact was found.

    create_new_address

Try it

Copy these to start.

Use these prompts to test the Dashdoc connection.

Starting points

These are basic examples. Swap out the specific names or addresses with your actual data.

Dashdoc Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_vyEiI9aL3exjMll677aNttB06n5efdkKVBenZZpa/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 — Dashdoc capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "dashdoc-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_vyEiI9aL3exjMll677aNttB06n5efdkKVBenZZpa/mcp"
    }
  }
}
Copy into chat04

  • Add a new delivery address for Acme Corp at 123 Industrial Way, Springfield.

  • Show me all the transport contacts I have saved in Dashdoc.

  • List all my saved delivery addresses to check for duplicates.

  • Find the contact details for the partner handling the Midwest route.

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

Start here

Connect Dashdoc once, then ask.

Follow the link to authorize the connection. Your credentials stay encrypted, and you can start using these tools in your preferred AI client immediately.

Connect Dashdoc to your AI

FAQ

How the Dashdoc connector behaves

  • 01

    Can the AI delete an existing address?

    No. The current tools only allow for creating new addresses and listing existing ones. Deletions must be done manually in your system.

  • 02

    Does the AI create new contact profiles?

    No. The AI can retrieve contact details using list_transport_contacts, but it cannot create new partner contacts.

  • 03

    Can I use this with any AI client?

    Yes, as long as the client supports the Model Context Protocol (MCP).

  • 04

    Will the AI automatically save an address if I just mention it?

    No. The AI will only use the create_new_address tool when you explicitly ask it to add or save the address.

  • 05

    Do I need to keep the Dashdoc website open?

    No. Once you connect the MCP, the AI handles the communication in the background.

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

Connect Dashdoc to Claude, Cursor, ChatGPT & more