• DATA
  • FILES
  • SEARCH
  • HUMAN

How to retrieve client files and documents with your AI

Connect Evolio to your AI client to turn a chat window into a direct line to your client database. Once connected, you can pull specific profiles and file lists just by asking.

Ask AI about this page

Short answer

How can I get client files using my AI?

You ask your AI for a specific client or case, and it uses Evolio to fetch the profile and file lists immediately. This gives you instant access to the documents you need to review.

The results you get.

Where your data lands.

The AI moves between these states to get you what you need.

DATA

Client profiles

The AI pulls specific contact and profile details. You get the exact information tied to a client ID.

FILES

Document lists

The AI scans through uploaded files. You see a list of every document attached to a specific case.

SEARCH

Targeted retrieval

Instead of browsing folders, you ask for a specific file. The AI finds the right document in the case history.

HUMAN

Manual review

The AI identifies the files, but you decide which ones to open or act on. It handles the finding, you handle the work.

The workflow

What your AI does when you ask for files.

The AI acts as a bridge between your chat and your document storage.

  1. Identify the client

    The AI looks up the specific person or entity you mentioned to ensure it has the right context.

    get_client

  2. List client documents

    Once the client is identified, the AI pulls a list of all files associated with that specific profile.

    list_client_files

  3. Locate case files

    If you are looking for something specific to a matter, the AI pulls the file list for that case.

    list_case_files

  4. Present findings

    The AI shows you the names and details of the files it found so you can pick the right one.

    list_client_fileslist_case_files

Try it

Copy these to start.

Use these prompts to trigger the first search.

Starting points

Swap out the names in these examples for your actual client names or case numbers.

Evolio Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_vsGNJZe1RnXbVkZQzE48FRzC0MI3VAcw0FnkXoxt/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 — Evolio capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "evolio-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_vsGNJZe1RnXbVkZQzE48FRzC0MI3VAcw0FnkXoxt/mcp"
    }
  }
}
Copy into chat04

  • Get the profile for client Smith.

  • List all files for the Johnson case.

  • What documents are uploaded to the Miller client profile?

  • Show me the files associated with case #4402.

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

Start here

Connect Evolio once, then ask.

Click the link to connect your client to your AI. Your credentials stay encrypted, and you can start asking questions immediately.

Connect Evolio to your AI

FAQ

How this task behaves.

  • 01

    Can the AI delete my client files?

    No. The tools only allow the AI to list and retrieve information. It cannot delete or modify any files.

  • 02

    Can I ask the AI to upload a new document?

    No. This Connector is designed for retrieving existing data, not for uploading or creating new files.

  • 03

    Does the AI see all my files at once?

    No. The AI only accesses the specific client or case files you ask for through the tool calls.

  • 04

    Can the AI change client contact details?

    No. The current tools are read-only for retrieving profiles and file lists.

  • 05

    How does the AI know which client I mean?

    The AI uses the client name or ID you provide in your prompt to find the correct record.

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

Connect Evolio to Claude, Cursor, ChatGPT & more