• NEW DATA
  • RETRIEVAL
  • LISTING
  • HUMAN

How to create and manage client profiles with your AI

Connect Evoliz to your AI client once. After that, you can build and look up customer records just by asking.

Ask AI about this page

Short answer

Can I manage Evoliz clients with my AI?

Yes. You can add new customers or retrieve specific contact details using plain English. This gives you direct control over your Evoliz records through your chat interface.

Data outcomes

What you get

Your agent handles the data entry and retrieval.

NEW DATA

Instant client creation

The AI sends new contact info to Evoliz. You get a populated client record without typing into a form.

RETRIEVAL

Fast record lookups

Your agent finds specific contact details on demand. You get the information you need without searching manually.

LISTING

Full client lists

The AI pulls a complete list of your customers. This gives you a quick overview of your entire client base.

HUMAN

Manual oversight

The AI moves the data, but you verify the details. You stay in charge of the accuracy of your Evoliz database.

The workflow

What your AI does when a command arrives.

Your agent translates your chat into specific database actions.

  1. Identify the request

    Your agent looks at your message to decide if you want to add a person or find someone.

    list_clients

  2. Build new profiles

    The AI takes the names and emails you provide and pushes them into Evoliz.

    create_client

  3. Fetch client lists

    If you ask for a group of people, the AI pulls the full directory.

    list_clients

  4. Retrieve specific details

    The AI finds a single record when you ask for a specific person.

    get_client

Try it

Copy these to start.

Paste these into your chat to test the connection.

Starting points

These are examples. Replace the company names and email addresses with your actual data.

Evoliz Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_C3gIY5vShLUNISp7i3bLgFO1xY7Xgg3cXZGslw61/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 — Evoliz capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "evoliz-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_C3gIY5vShLUNISp7i3bLgFO1xY7Xgg3cXZGslw61/mcp"
    }
  }
}
Copy into chat04

  • Create a new client in Evoliz for Blue Sky Inc with the email contact@bluesky.com.

  • List all my clients in Evoliz.

  • Get the details for the client named Riverside Logistics.

  • Add a client called Summit Group and set the contact person to Sarah Jenkins.

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

Start here

Connect Evoliz once, then ask.

Link your account in one step. Your login stays encrypted, and you can immediately start managing clients through your AI client.

Connect Evoliz to your AI

FAQ

How this task behaves

  • 01

    Can the AI delete a client profile?

    No. The tools only allow for creating, listing, and getting client data. Deletions must be done manually in Evoliz.

  • 02

    Can I update an existing client's address?

    No. The current tools do not support updating existing records. You will need to use the Evoliz interface for edits.

  • 03

    Does the AI work with any AI client?

    Yes, it works with any MCP-compatible client like Claude, Cursor, or Windsurf.

  • 04

    Will the AI create duplicate clients?

    The AI will attempt to create exactly what you ask for. It is up to you to ensure you aren't providing the same info twice.

  • 05

    Can I see my client list in the chat?

    Yes. You can ask your agent to list your clients, and it will pull that information from Evoliz.

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

Connect Evoliz to Claude, Cursor, ChatGPT & more