• PROFILE
  • HISTORY
  • SEARCH
  • HUMAN

How to retrieve customer messaging history with your AI

Connect Dexatel to your AI client once. From then on, your agent can pull contact profiles and message logs to understand the history of any conversation.

Ask AI about this page

Short answer

How can I get my SMS history into my AI?

Your agent uses Dexatel to pull contact profiles and search through past SMS logs. This gives your AI the context it needs to understand previous customer interactions. You'll see how it handles these requests below.

The outcomes

Where your data lands

The AI uses Dexatel to turn raw message logs into actionable context.

PROFILE

Identified customers

The AI pulls specific contact details to know exactly who it is talking to. You get a clear picture of the customer's identity.

HISTORY

Conversation context

Your agent reads through previous SMS threads to catch up on what was said. This prevents the AI from asking questions the customer already answered.

SEARCH

Specific detail retrieval

The AI scans message content for specific keywords or topics. You get the exact information you need without scrolling through long threads.

HUMAN

Manual oversight

The AI flags complex issues that require your direct attention. You stay in control of the final response for sensitive matters.

The workflow

What your AI does when the request arrives.

The AI follows a specific sequence to gather the context you asked for.

  1. Fetch contact info

    The agent first grabs the specific profile for the person you are asking about.

    get_contact_profile
  2. List recent messages

    It pulls a list of recent SMS messages to see the most recent activity.

    list_sms_messages
  3. Search for content

    If you need a specific detail, the agent scans the logs for matching text.

    search_sms_by_content
  4. Summarize history

    The agent combines the profile and the message logs to answer your question.

    get_contact_profilelist_sms_messages

Try it

Copy these to start.

Paste these into your chat to trigger the Dexatel tools.

Starting points

Replace the names and keywords in these prompts with your actual customer data.

Dexatel Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_rexEAcT85fmTV8A5KDLVzMUKJ6DJZGbYWnAxCZNA/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 — Dexatel capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "dexatel-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_rexEAcT85fmTV8A5KDLVzMUKJ6DJZGbYWnAxCZNA/mcp"
    }
  }
}
Copy into chat04
  • Get the contact profile for Sarah Jenkins.

  • List the most recent SMS messages for the contact with phone number 555-0123.

  • Search the SMS history for any messages containing the word 'shipping'.

  • What is the recent conversation history for the customer Alex Rivera?

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

Start here

Connect Dexatel once, then ask.

Connect your account with one click. Your login stays encrypted on our side, and you can start using the tools immediately.

Connect Dexatel to your AI

FAQ

How this task behaves

  • 01

    Can the AI send an SMS back to the customer?

    No. This connector only allows the AI to read profiles and message logs.

  • 02

    Can the AI delete or edit message history?

    No. The AI has no tools to modify or delete any data in Dexatel.

  • 03

    Can I search for messages by a specific date?

    No. The current tools allow for searching by content, but not by specific date ranges.

  • 04

    Does the AI have access to my full Dexatel database?

    The AI only accesses the specific profiles or messages you explicitly ask for in your prompt.

  • 05

    Can I use this with Cursor or Claude Desktop?

    Yes. This MCP works with any MCP-compatible client.

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

Connect Dexatel to Claude, Cursor, ChatGPT & more