• NEW
  • UPDATE
  • SEARCH
  • HUMAN

How to manage claimant contact profiles with your AI

Connect FinLegal to your AI client once. After that, you can handle all claimant data through natural language or code.

Ask AI about this page

Short answer

How can I manage claimant contact profiles with my AI?

You use your AI to trigger specific actions that create, find, or update claimant information in your legal database. This keeps your contact records current without manual data entry. You'll see how the specific tool capabilities work below.

Data outcomes

Where your data lands.

The AI handles the heavy lifting of data entry and lookup.

NEW

New claimant records

The AI uses the creation tool to add new people to your system. You just provide the details in chat.

UPDATE

Current profile edits

When contact info changes, your AI updates the existing profile. This ensures your records stay accurate.

SEARCH

Instant contact lookups

Your agent finds specific profiles using an email address. It pulls the right data immediately.

HUMAN

Manual verification

You remain in control of the final data accuracy. The AI performs the technical updates, but you decide when they happen.

The workflow

What your AI does when a claimant update arrives.

The AI acts as the bridge between your conversation and your legal database.

  1. Identify the claimant

    The AI first locates the correct person in your system using their email address.

    get_contact_by_email

  2. Add new claimants

    If the person doesn't exist, the AI builds a new profile from the information you provide.

    create_contact

  3. Modify existing info

    The AI changes specific fields like phone numbers or addresses on an existing profile.

    update_contact

  4. Confirm the change

    The AI verifies the update was successful by checking the updated record.

    get_contact_by_email

Try it

Copy these to start.

Use these prompts to trigger the FinLegal tools.

Starting points

These are basic ways to start. Swap out the names and emails with your actual claimant data.

FinLegal Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_dsUQTmIzmOZEqPm0nPU56zOMmn80sQ8vehu1VkIO/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 — FinLegal capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "finlegal-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_dsUQTmIzmOZEqPm0nPU56zOMmn80sQ8vehu1VkIO/mcp"
    }
  }
}
Copy into chat04

  • Create a new contact for claimant Jane Doe with the email jane.doe@example.com.

  • Find the contact information for claimant mark.smith@provider.net.

  • Update the phone number for the contact with email sarah.jones@legal.com to 555-0199.

  • Check if there is a contact profile for the email alex.vance@client.com.

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

Start here

Connect FinLegal once, then ask.

Just link the MCP to your preferred client. Your credentials stay encrypted and secure on our side.

Connect FinLegal to your AI

FAQ

How this task behaves.

  • 01

    Can the AI delete a contact profile?

    No. This MCP only supports creating, updating, and retrieving contact information.

  • 02

    Does the AI decide when to update a record?

    No. The AI only performs the update when you explicitly ask it to in your chat or code.

  • 03

    Can I search for a contact by their name instead of email?

    No. The current tool requires an email address to locate a specific contact.

  • 04

    Will my login credentials be shared with the AI model?

    No. Vinkius manages your connection and keeps your credentials encrypted.

  • 05

    Can the AI add new fields to the contact profile?

    The AI can update existing fields, but it cannot change the underlying database schema.

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

Connect FinLegal to Claude, Cursor, ChatGPT & more